Non-Profit Tax Accountant
Kerkering Barberio & Co- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Flexible schedule
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
- Tuition assistance
- Vision insurance
- Wellness resources
Non-Profit Tax Accountant
Reports to: Team shareholder(s)
FLSA: Exempt (when full time)
Position Overview:
Essential Functions:
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Specialized Tax Expertise: Handle a wide range of tax assignments with a focus on non-profit and tax-exempt organizations, including the preparation and review of specialized tax forms such as:- Form 990: Return of Organization Exempt From Income Tax
- Form 990-PF: Return of Private Foundation
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Form 990-T: Exempt Organization Business Income Tax Return -
Form 1023: Application for Recognition of Exemption Under Section 501(c)(3) -
Form 1024: Application for Recognition of Exemption Under Section 501(a) for other tax-exempt organizations
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Client Relationship Management: Build and maintain strong relationships with non-profit clients by providing customized tax planning and compliance services. Understand and address the unique tax needs of public charities, private foundations, and other exempt entities. -
Engagement Management: Lead or participate in tax engagements related to non-profit organizations, ensuring that all work is completed in compliance with the latest tax laws and Firm standards. -
Technical Leadership: Provide expertise and guidance on tax issues specific to non-profits, including unrelated business income, excise taxes, and tax exemption criteria. Stay current with changes in tax laws impacting the non-profit sector. -
Problem Solving: Identify and address potential issues in engagements, particularly those involving complex non-profit tax rules, and collaborate with Shareholders and clients to develop effective solutions. -
Quality Assurance: Ensure the accuracy of tax returns and other deliverables related to non-profit engagements.
Required Experience and Skills:
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Specialization in Non-Profit Taxation: Experience with non-profit and tax-exempt organization tax matters, including planning, compliance, and research, together with an understanding of the associated tax forms. -
Knowledge of Tax Rules Applicable to Tax-Exempt Organizations: At a minimum, foundational knowledge of federal and state tax laws affecting non-profit organizations.
Required Education: Bachelor’s in Accounting or a related field.
License/Certification: CPA highly preferred.
Working Requirements:
- Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
- Out-of-town travel with overnight stay is possible.
- Occasional overtime is expected throughout the year and more frequent overtime may be required from February through May and October through November.
Safety:
- Minimal hazards.
- General office working conditions.
- May be required to lift files/boxes in the range of 10-20 pounds.
This is a remote position.
Compensation: $66,500.00 - $130,000.00 per year
Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more.
Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine’s “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.
For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.