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In this role as a Senior Tax Services Associate, your primary responsibility will be the intake, research, and resolution of all incoming IRS correspondence regarding our clients' tax filings, payments, credits, and refunds. You will also assist data processing for K-1 reporting, tax return preparation for level 1 and 2 returns, and support ad hoc projects.
We are seeking a quick learner with strong analytical skills, attention to detail, who works well independently as well as with a team and takes direction effectively from various sources. An ideal candidate for this role is someone with tenacity who is meticulous, highly motivated, demonstrates a proactive approach to tasks, all while succeeding in a fast-paced environment where deadlines are critical.
Key Responsibilities
IRS Notices (60%)
- Intake, research, and resolution of correspondence from the IRS, primarily regarding the filing of IRS Forms 990PF and 990T, including extensions to those forms and associated tax payments
- Review and reconciliation of incoming refund checks, credit adjustments, and discrepancies between internal and IRS
- Coordinate the processing of physical mail from the IRS
- Manage workflow through project management software
- Work with other internal stakeholders, such as Tax Accountants (Tax & Legal Affairs), Analysts (Financial Accounting) and Private Client Advisors (Client Services) to resolve client tax matters
K-1 Preparation (30%)
- Intake and manage receipt of K-1s
- Review K-1 input data for accuracy
- Responsible for resolving and reconciling any differences between the K-1 and Foundation Source records
- Obtain any additional tax documentation/clarification per K-1 provided to process the K-1 for tax return preparation.
Tax Return Prep (10%)
- Prepare private foundation tax returns (Primarily basic IRS Forms 990-PF and accompanying forms)
- Other tax related projects as requested by management
Desired Knowledge, Skills & Abilities:
- 2+ years of accounting experience required
- Bachelor's degree or relative work experience preferred
- Experience working with IRS on resolution of correspondence and other tax matters
- Knowledge of K-1s
- Strong analytical and problem-solving skills
- Strong and clear communication, both in written and verbal formats
- Adept technical skills (tax, accounting)
- Must be detail oriented, self-motivated, and able to prioritize
- Must work well in a team environment as well as independently
- Ability to learn quickly, take initiative and see projects through completion
- Ability to grasp the big picture and learn how different aspects of a process affect each other, in addition to being able to complete individual tasks with precision
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing and Finance
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Paid paternity leave
Paid maternity leave
Disability insurance
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