Compliance Associate - Charitable Solicitation Registration

COMPLIANCE ASSOCIATE Overview

Back office operations are at the heart of Cedarstone’s mission of helping nonprofits become healthier, more effective organizations. Cedarstone began in 1993 as one friend helping another establish a nonprofit. We discovered that when Cedarstone handles back office operations for nonprofits, it enables nonprofit staff to pour more energy into their mission. Today, Cedarstone is an international accounting organization with 200+ clients (mainly Christian) that are changing the world!

As a Compliance Associate, you’ll be a vital team member who manages the ongoing renewal process of client charitable solicitation registrations (CSRs), completing filings and tracking deadlines to keep client renewals up-to-date. Fundraising requires nonprofits to be registered in individual states where donations are solicited. These registrations ensure transparency, accountability, and proper use of funds.

• Salary: $19 - $21/hour, depending on experience.
• Job class:
  Part-time, 20-24 hours/week
• Location:
  • Hybrid: US-based, working from our headquarters in Wheaton, IL.
  • Fully Remote:
    Allowed in the following states: AR, AZ, CO, FL, GA, IA, IL, IN, KS, MI, NC, OH, TN, TX. No other states or international locations will be considered at this time.

• Registration Management:
  Coordinate CSR and renewal processes by accurately completing filings and submitting applications on behalf of clients.
• Renewal and Task Tracking:
  Monitor annual registration renewals and file for extensions to ensure timely compliance, ensuring steps are executed promptly.
• Billing Oversight:
  Track services to ensure accurate client billing and records.
• Client Communication:
  Interact with clients to gather information relating to registrations and renewal deadlines, send drafts for approval, obtain signatures.
• State Entity Liaison:
  Communicate with state entities regarding CSRs and renewals.
• Collaboration:
  
  Collaborate with team and internal departments to gather essential data and obtain required signatures by deadlines.

• Experience & Education
  • 1+ years of experience working in a business office environment.
  • 2-year or 4-year degree that includes business training.
• Preferred Qualifications
  • Experience with multi-state regulatory compliance or annual reporting requirements.
  • Familiarity with nonprofit compliance requirements, including Form 990 concepts.
  • Comfort with high-volume, recurring deadline cycles.
• Skill & Attributes
  • Strong ethical standards and integrity.
  • Excellent research and problem-solving skills—adept at "figuring out puzzles".
  • High attention to detail and strong organizational abilities.
  • Excellent written, verbal, and interpersonal communication skills that cultivate client trust.
  • Ability to multitask and work with several clients with differing requirements.
  • Excellent time management, priority setting, and the ability to work independently.
  • A team-focused, others-focused attitude with a willingness to help, a service mindset, and a naturally curious approach.
  • Ability to learn and navigate multiple systems
• Benefits & Success
  • Environment:
    Friendly, flexible, and collaborative team environment.
  • Benefits:
    Time Off, 401(k) with company matching, Voluntary benefits (Vision, Dental, Telemedicine, Accident & Illness Insurance.)
  • Success Measures
    • Maintain high client retention.
    • Execute client contracted deliverables in a timely and accurate manner.
    • Embody Cedarstone’s 4 Core Values:
      Own our promises, do the right things the right way, ask the next question, and we’re in this together.

Contents mentioned in this job description are not the only requirements of the position.