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Staff Accountant

2 months ago

Tulsa, Oklahoma, United States Tulsa Community Foundation Full time
Job Summary

The Tulsa Community Foundation is seeking a highly skilled and detail-oriented Staff Accountant to join our team. As a key member of our financial operations team, you will be responsible for managing and processing contributions, ensuring accuracy and compliance with organizational policies.

Key Responsibilities
  • Contribution Processing
    • Accurately record received grants, contributions, and other program-related income into accounting software.
    • Maintain organized, accurate, and up-to-date financial records and files.
    • Direct banking institution with needed transaction and transfer instructions.
    • Prepare and send acknowledgment letters and receipts to donors in a timely manner.
    • Prepare any tax forms relating to gifts as needed.
  • Donor Management
    • Maintain and update donor records in the donor management system.
    • Assist in managing donor inquiries, providing excellent customer service, and resolving any issues related to contributions.
  • Compliance and Reporting
    • Ensure compliance with IRS regulations and organizational policies related to contributions and charitable giving.
    • Keep accurate and complete records of contributions, including supporting documentation for audits and regulatory reviews.
    • Assist in any and all reporting related to contributions to both internal and external partners.
Requirements and Qualifications
  • Education and Experience
    • Bachelor's degree in accounting and/or finance.
    • 5+ years of related experience (not-for-profit experience a plus).
  • Skills and Abilities
    • Proficient with Microsoft Office Suite (specifically Excel, must be able to use basic formulas).
    • Experience with QuickBooks, Raiser's Edge, Financial Edge (preferred).
    • Excellent attention to detail and data accuracy.
    • Strong organization and time-management skills.
    • Intrinsically motivated, comfortable working individually or with teams, and an excellent problem solver.
    • Ability to maintain confidentiality and discretion in financial and community matters.
    • Strong interpersonal skill set and passion for excellent customer service, engaging with respect, professionalism, compassion, and kindness in all interactions.
    • Excellent communication skills, both verbal and written, in-person and virtual, with demonstrated competency in listening, seeking to understand, accurately and clearly exchanging information, providing directions, following up, and ensuring proper documentation.
    • Able to multitask while maintaining efficiency and detail-oriented tasks with shifting priorities while in a fast-paced team environment.
    • Desire to create objectives, establish priorities, and proceed with goals under limited supervision.
  • Physical Requirements
    • The ability to sit in front of a computer monitor for multiple hours at a time.
  • Hours and Location
    • Primary location will be at the Tulsa Community Foundation offices.
    • A typical work week is Monday - Friday from 8:00 AM - 5:00 PM.
    • The current expectation is the first 90 days of this new role will be in the office 5 days a week or as much as possible to work through the transition of the accounting realignment.
    • After 90 days, the successful candidate will be able to create a hybrid (remote and on-site) work schedule that is mutually agreeable to the candidate and the supervisor.