990 Forms - US Tax Associate to Senior Associate

GR8 Global Philippines; Makati; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Flexible work arrangements

Health benefits

Job summary

GR8 Global Philippines, in partnership with Rehmann, seeks a Tax Senior Associate / Associate to support Form 990 nonprofit tax returns and related compliance. The role suits a tax professional with nonprofit experience and strong attention to detail.

You will prepare 990 series returns, gather donor data, and coordinate with senior staff to ensure accurate, timely filings while complying with nonprofit requirements.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 2-5 years of experience in US tax preparation, preferably nonprofit/tax-exempt.
• Experience with Form 990 series returns is required or strongly preferred.
• Good understanding of US tax compliance and nonprofit reporting concepts.
• Strong attention to detail and ability to work with financial statements and donor information.

Responsibilities

• Prepare or assist in preparing Form 990 series returns (990, 990-EZ, 990-PF, etc.).
• Gather, organize, and reconcile financial statements, donation records, and grant activity.
• Prepare tax workpapers and supporting schedules for exempt organization reporting.
• Review client information for completeness and accuracy.
• Research nonprofit tax rules under supervision.
• Coordinate with senior team members to resolve items and deliverables.
• Maintain documentation and meet deadlines during tax season.

Skills

Attention to detail

Written communication

Verbal communication

Follow firm processes

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

Tax preparation software

Job description

About GR8 Global

Overview

About GR8 Global

GR8 Global is a firm forged by an affinity of top 100 accounting firms in the United States with the objective of coming together and redefining the workplace while providing additional value to our partners. We believe that there is a huge pool of talent outside of the US. Our mission is to bring together the best talent and match them with excellent work opportunities based on their core competencies, skill sets, and overall experience and exposure in the different areas of audit, accounting, and similar financial-related areas. We prioritize creating a positive and inclusive workplace culture where all talents are valued and developed.

GR8 Global is proud to partner with Rehmann in sourcing talented professionals who are passionate about making an impact. While your initial employment will be with GR8 Global, this position is dedicated to supporting Rehmann and working as part of their team.

Your Passion. Your Purpose.

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/

Overview:

Responsibilities

The Tax Senior Associate / Associate - Form 990 will support the preparation of US nonprofit tax returns and related compliance workpapers. This role is ideal for a tax professional with experience preparing or assisting with Form 990 series returns and an understanding of nonprofit reporting requirements, tax-exempt organizations, and supporting schedules.

• Prepare or assist in preparing Form 990 series returns, including Form 990, 990-EZ, 990-PF, and related schedules, depending on client needs.
• Gather, organize, and reconcile financial statements, trial balances, donation records, grant activity, and other nonprofit tax reporting data.
• Prepare tax workpapers and supporting schedules related to exempt organization reporting and compliance.
• Review client-provided information for completeness, accuracy, and consistency with reporting requirements.
• Assist in identifying unrelated business income, public support considerations, compensation reporting, and other Form 990 disclosure items.
• Research nonprofit tax rules and Form 990 reporting requirements under supervision.
• Coordinate with senior team members to resolve open items and support review-ready deliverables.
• Maintain organized documentation and meet internal deadlines during tax season and filing extensions.
  
  

Qualifications

Your Desired Skills, Knowledge and Abilities:

• Bachelor's degree in Accounting, Finance, or a related field.
• 2-5 years of experience in US tax preparation, preferably with nonprofit or tax-exempt organization experience.
• Experience preparing or supporting Form 990 series returns is required or strongly preferred.
• Good understanding of US tax compliance and nonprofit reporting concepts.
• Strong attention to detail and ability to work with financial statements, donor information, and supporting schedules accurately.
• Proficiency in Microsoft Excel and familiarity with tax preparation software.
• Good written and verbal communication skills.
• Ability to follow firm processes, meet deadlines, and elevate technical questions appropriately.
  
  

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.