Exempt Tax Professional

6 days ago


Miami, United States Kaufman Rossin Full time

Kaufman Rossin offers a rewarding career opportunity for a Senior-level tax professional with Exempt Organization and Estate and Trust taxation experience. As one of the top accounting firms in the country, we provide a dynamic work environment that prioritizes our people's development and well-being.

About Kaufman Rossin

We have been recognized as the Best Place to Work in South Florida over a dozen times, with a presence in the tri-county area and sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Our goal is to create a culture that celebrates diversity and promotes inclusivity.

Job Description

The successful candidate will be responsible for reviewing Form 990, Return of Organization Exempt from Income Tax, and other related forms. They will provide planning and tax compliance services to help clients optimize and protect assets while responding to complex opportunities and challenges. Key responsibilities include:

  • 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
Salary

The estimated annual salary range for this position is $80,000 - $120,000, depending on experience and qualifications. Benefits include health insurance, retirement plan, and paid time off.

Requirements

To be considered for this role, you must have:

  • 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 offer a competitive benefits package, including health insurance, retirement plan, and paid time off. We are committed to creating a culture that celebrates diversity and promotes inclusivity.



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