We are seeking an experienced Tax Accountant to prepare 990’s, bookkeeping, and account reconciliation. Our ideal candidate will have the ability to work independently and as part of a team, have the ability to manage many client relationships, and to provide occasional bookkeeping services for 990 clients to reconcile accounts as part of preparation process.
Responsibilities
- Prepare and review Forms 990, 990-EZ, 990-PF, and related state filings
- Analyze financial statements and supporting schedules for nonprofit compliance
- Identify and resolve technical tax issues related to tax-exempt organizations
- Communicate directly with clients to gather information and explain filing requirements
- Manage multiple engagements and meet strict deadlines during peak seasons
- Review work prepared by staff accountants and provide coaching and feedback
- Research nonprofit tax issues and apply current IRS guidance
- Assist with IRS and state correspondence, notices, and audits as needed
Qualifications
- Bachelor’s degree in Accounting
- 3-5 years of significant Form 990 preparation
- Strong knowledge of nonprofit accounting and tax-exempt regulations
- Ability to work independently and manage multiple priorities
- Excellent written and verbal communication skills
- CPA or EA strongly preferred
Preferred Experience
- Experience working with foundations, charities, and private foundations
- Reviewing junior staff work and mentoring team members
- Remote work experience and comfort with virtual collaboration tools
This position can work fully remote!
Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Please be aware that as part of our hiring process, Wegner CPAs participates in E-Verify. Your employment eligibility will be confirmed through the E-Verify program upon hire.
