PKF O'Connor Davies

Tax Supervisor - Not-for-Profit

Job Locations US-NY-Harrison
# of Openings
2
Category
Tax

Overview

The Tax Supervisor will be responsible for the preparation and review of Not-for-Profit tax returns. The individual will be responsible for researching and applying tax foundational knowledge to identify potential tax issues, participate in the tax planning process, recognize, and communicate potential risks and work with tax software applications. The individual will work closely with partners, managers, and clients regarding tax compliance, planning and review.

Essential Duties

  • Prepare and review Forms 990, 990-PF and 990-T and provide advice to clients regarding exempt organization and tax return issues
  • Ensure both that clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards
  • Ability to manage multiple clients and deadlines to match internal and client expectations for timely delivery of service
  • Gather and manipulate audit and client information as needed to prepare returns
  • Identify when research is needed; clearly and concisely frame issues to be researched; clearly and concisely report the analysis
  • Develop, train and supervise Staff level team members
  • Work closely with tax managers and partners to satisfy the needs with planning compliance

Qualifications

  • BA/BS/MS degree in Accounting from an accredited college/university required
  • MST a plus!
  • 5+ years of progressive tax experience in public accounting
  • CPA certification or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework required
  • Strong 990, 990-PF and 990-T tax compliance and review experience required
  • Able to provide tax planning and advisory services to colleges and universities, public charities, private foundations, healthcare entities, and other types of tax-exempt entities required
  • Knowledge of Internal Revenue Service (IRS) codes and exempt organization tax matters
  • Knowledge of tax software, ProSystem fx, Engagement a plus
  • Ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical, and research abilities
  • Must be able to work additional hours during busy season, as needed, to meet client deliverables

The compensation for this position ranges from $95,000 - $140,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills and certifications.

 

PKFODA is an equal opportunity employer.  The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

 

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