Senior Tax Accountant-Exempt Organizations

Blue & Co.; Carmel (IN); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Remote work options

Job summary

Blue & Co., LLC is seeking a Senior Tax Accountant for Exempt Organizations to deliver tax compliance and consulting to foundations and other exempt entities from Carmel, IN. You will lead client engagements, prepare 990/990-T/990-PF returns, and research issues, while collaborating with our exempt organizations specialists.

The role offers remote work within our geographic footprint, opportunities for professional growth, and meaningful community impact through serving nonprofits.

Qualifications

• Bachelor’s degree in accounting required.
• CPA license or active progress toward CPA licensure preferred.
• 2+ years of public accounting or related tax experience.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work both independently and collaboratively.
• Ability to travel locally with occasional overnight travel (less than 5%).

Responsibilities

• Prepare federal, state, and local tax returns for exempt organizations (990, 990-T, 990-PF).
• Assist with tax consulting projects and planning engagements.
• Research federal and state tax issues affecting exempt organizations.
• Prepare workpapers and documentation in line with firm standards.
• Communicate with clients to obtain information and resolve issues.
• Respond to IRS and state tax notices.
• Manage multiple client engagements and deadlines.
• Utilize tax software and technology to improve efficiency.
• Stay current on exempt organization tax developments.
• Collaborate with the exempt organization tax team.

Skills

Analytical skills

Communication skills

Team collaboration

Education

Bachelor’s degree in accounting

Tools

Tax software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Tax Accountant-Exempt Organizations

Full-time Regular Carmel, IN, US

10 days ago Requisition ID: 1512

This position is open to qualified candidates anywhere within our geographic footprint, and can be fully remote.

Blue & Co., LLC, is a dynamic and innovative accounting firm that provides growth-committed entrepreneurial clients with accounting and consulting services.

We are currently seeking a talented Senior Tax Accountant to join our firm. As a Senior Tax Accountant, you will provide tax compliance and consulting services to a wide variety of exempt organizations, foundations, and other tax-exempt entities. You'll collaborate with an experienced team of exempt organization tax specialists to deliver an exceptional experience to clients while developing deep technical expertise in a highly specialized area of tax practice. This role offers meaningful client interaction, opportunities for professional growth, and the chance to make a positive impact by serving organizations that strengthen our communities.

The ideal candidate is detail-oriented, collaborative, and eager to develop professionally. The successful candidate will join the exempt organizations tax team as a Senior Tax Accountant, based on experience, with responsibilities and client leadership opportunities commensurate with experience.

• Prepare federal, state, and local tax returns for exempt organizations, including Forms 990, 990-T, and 990-PF.
• Assist with tax consulting projects and planning tax engagements
• Research federal and state tax issues affecting exempt organizations, including tax-exempt hospitals.
• Prepare workpapers and supporting documentation in accordance with firm standards.
• Communicate with clients to obtain information, answer questions, and resolve tax issues.
• Respond to IRS and state tax notices
• Manage multiple client engagements while meeting multiple deadlines.
• Utilize tax software and technology to improve efficiency and accuracy.
• Stay current on tax law developments affecting exempt organizations.
• Manage day-to-day client communications appropriate to experience.
• Collaborate with an experienced team dedicated exclusively to exempt organization taxation.

Positions Requirements:

• Bachelor’s degree in accounting.
• CPA license or active progress toward CPA licensure preferred.
• 2+ years of public accounting or related tax experience.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work both independently and collaboratively.
• Ability to travel locally with occasional overnight travel (less than 5%).

We are responsive. We are caring. We are advocates.

Blue & Co., LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

Candidates must be authorized to work in the United States without current or future employer sponsorship.

Agency candidates will not be considered for this position.