Tax Professional with Exempt Organization Expertise

6 days ago


Miami, Florida, United States Kaufman Rossin Full time

Job Title: Senior Tax Professional

Description:

Kaufman Rossin, a top accounting firm in the country, seeks a Senior Tax professional with expertise in Exempt Organization and Estate and Trust taxation. Our team provides planning and tax compliance services to help clients optimize and protect assets while responding to complex opportunities and challenges.

Key Responsibilities:

  • Review of Form 990, Return of Organization Exempt from Income Tax
  • Review of Form 990-PF, Return of Private Foundation
  • Review and assistance with preparation of Form 1023, Application for Recognition of Exempt Under Section 501(c)(3) of the Internal Revenue Code.
  • Review of Forms 1041, U.S. Income Tax Return for Estate and Trusts
  • Review of Forms 1040, U.S. Individual Income Tax Return
  • Keep up to date on current tax practices and changes in tax law
  • Develop and maintain accountability for engagement budgets and staff utilization; meet expectations in a deadline-driven, fast-paced environment
  • Perform research projects relevant to the practice
  • Build collaborative relationships that foster a team environment
  • Develop knowledge of all firm services, vision, business strategies, and processes to build and enhance client relationships
  • Engage in ongoing personal development in line with the growth and development strategy

Requirements:

  • 5+ years of related tax experience, within a public accounting firm
  • MS in Taxation, a plus
  • CPA required
  • Experience providing tax compliance review and/or advisory services to tax-exempt organizations (990, 990PF)
  • Strong team player and a commitment to high quality, detailed work
  • Self-starter with ability to deal with multiple priorities
  • Ability to deal with clients, professional demeanor

Benefits:

We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.



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