Tax Associate

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Job Summary

Foundation Group helps new nonprofits get started, and existing nonprofits operate effectively and in compliance with legal and best practices. The Tax Associate (TA) will work on Foundation Group's Compliance Team, assisting our nonprofit, tax-exempt clients with state and federal tax return (Form 990) preparation and related services.

Responsibilities

• Prepare IRS Form 990 for clients
• Guide clients on tax-related matters
• Research complex tax issues and stay current with tax law changes affecting tax-exempt nonprofits
• Perform other duties as assigned, including cross-training for all FG client support roles

Qualifications

• At least 2 years of direct accounting/tax responsibilities, preferably with external clients; internal accounting experience considered
• Knowledge of double-entry accounting and financial statements (balance sheet, P&L)
• Experience with nonprofits preferred but not required
• Comfortable working with a large, remote, national client base
• Post-secondary education: associate or bachelor's degree preferred

Ideal Candidate Qualities:

• Understanding of standard financial statements
• Interest in nonprofits
• Excellent analytical skills
• Strong time management
• Keen attention to detail
• Ability to work independently and ask for guidance when needed
• Effective communication with clients
• Experience with investment accounting is a plus
• Ability to work under pressure during tax season

Requirements

• Tax preparation experience: 2-5 years

Nice to Have

• Experience with double-entry bookkeeping systems (1-3 years)
• Experience with tax software (1-3 years)

About Us

Foundation Group has been dedicated to helping individuals establish and manage successful nonprofit organizations for over 25 years. We assist with starting nonprofits, obtaining 501(c)(3) tax-exempt status, and maintaining compliance. We provide services including IRS Form 990 filings and navigating legal requirements. We pride ourselves on our long-standing commitment to helping good people create and operate great nonprofits.

As a Christian-owned company with over 50 team members, we foster a unique workplace environment. We are passionate professionals committed to excellent service and a workplace you look forward to every Monday. If you share these values, we invite you to apply.

Our Mission

To facilitate nonprofit success through compliance and best practices!

Company Values

• Excellence
  :
  Helping good people do great things. We seek professionals who bring their best every day for our clients.
• Hands-On
  :
  We are a tech-enabled people business, combining technology with personalized human service.
• Charity
  :
  We encourage and honor biblical principles of charity in the workplace and with clients.
• Always Learning
  :
  We prioritize continuous growth and staying ahead of industry trends.
• Never Satisfied With the Status Quo
  :
  We innovate and strive to exceed expectations.
• Strive to Honor God
  :
  Our faith guides us in integrity, honesty, and compassion.
• Unapologetic Commitment to Best Practice
  :
  We adhere to the highest professional standards for client success.