Nonprofit Tax Workflow Specialist

Batts Morrison Wales & Lee, P.A.; Dallas (TX); On-site; USD 45,000 - 55,000; Full time

Job summary

A national CPA firm for nonprofits is seeking a highly motivated candidate for an entry-level position focusing on tax workflow management. Responsibilities include managing tax compliance, overseeing deadlines, and preparing correspondence for clients. Ideal candidates have 2-3 years' experience and proficiency in Microsoft Office Suite. A Bachelor’s Degree is preferred. Join a committed team serving nonprofit organizations with excellence in detail.

Qualifications

• 2-3 years' experience in tax workflow management or tax administration.
• Experience serving nonprofit organizations is a plus.
• Experience with tax workflow management software preferred.

Responsibilities

• Manage tax compliance and project workflow.
• Oversee tax deadlines and client-promised due dates.
• Prepare correspondence for clients and tax authorities.
• Assist team members with returns and filings.

Skills

Tax workflow management

Communication skills

Attention to detail

Client service

Critical thinking

Time management

Organization

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Adobe Acrobat

CCH Axcess

Job description

A national CPA firm for nonprofits is seeking a highly motivated candidate for an entry-level position focusing on tax workflow management. Responsibilities include managing tax compliance, overseeing deadlines, and preparing correspondence for clients. Ideal candidates have 2-3 years' experience and proficiency in Microsoft Office Suite. A Bachelor’s Degree is preferred. Join a committed team serving nonprofit organizations with excellence in detail.