Tax Associate Position Available In Davidson, Tennessee
Tallo's Job Summary: The Tax Associate role at Foundation Group involves preparing IRS Form 990 for nonprofit clients, offering tax guidance, and researching tax issues. Qualifications include 2 years of accounting experience, knowledge of financial statements, and comfort with a remote client base. Ideal candidates have tax preparation experience and strong analytical skills. The company, dedicated to nonprofit success, values excellence, hands-on work, charity, continuous learning, innovation, and upholding Christian principles.
Job Description
Job SummaryFoundation Group helps new nonprofits get started, and existing nonprofits to operate effectively and in compliance with both the law and best practices. The Tax Associate (TA) will work on Foundation Group’s Compliance Team, assisting our nonprofit, tax-exempt clients with state and federal tax return (Form 990) preparation and other related services.
ResponsibilitiesPrepare IRS Form 990 for clientsAssist clients with guidance on tax-related mattersResearch complex tax issues and stay current with tax law changes as they affect tax-exempt nonprofitsOther duties as assigned (cross-training for all FG client support roles)Qualifications2 years of direct accounting/tax responsibilities, preferably working with external clients. Internal accounting experience will be considered.
Working knowledge of double-entry accounting and financial statements (balance sheet/P&L).Experience working with nonprofit organizations preferred but not required.
Must be comfortable working with a large, remote client base (national clientele).2 years post-secondary education; associate or bachelor’s degree preferred.
Ideal Candidate Qualities:
Tax preparation and/or bookkeeping experience.
Thorough understanding of standard financial statementsStrong interest in nonprofitsExcellent analytical skillsStrong time management abilityKeen attention to detailAbility to work independently, while comfortable asking for further direction or assistanceAbility to comfortably communicate directly with clientsExperience with investment accounting is idealAbility to work under pressure during tax seasonRequirementsTax Preparation (2-5 years)Nice to HaveDouble-Entry Bookkeeping Systems (1-3 years)Tax Software (1-3 years)About UsFoundation Group has been dedicated to assisting individuals in establishing and managing successful nonprofit organizations for over 25 years. Our expertise lies in guiding clients through the process of starting nonprofits, obtaining 501(c)(3) tax-exempt status, and maintaining compliance with state and federal regulations. We offer essential services for both new and existing nonprofits, including assistance with IRS Form 990 filings and navigating complex legal requirements. At Foundation Group, we take pride in our long-standing commitment to helping good people create and operate great nonprofits.
As a Christian-owned company of over 50 team members, this is not your typical corporate environment. We are a growing family of passionate professionals who are committed to giving a 110% effort for our clients and, in equal measure, to creating a workplace that we look forward to coming to every Monday morning. If you share those ideals, we welcome you to apply.
Our MissionTo facilitate nonprofit success through compliance and best practice!
Company ValuesExcellence•As a company, we help good people do great things! We’re looking for career professionals who desire to bring their best, every day, to benefit of our nonprofit clients.
Hands-On•We get our hands dirty around here! Unlike many companies in our space that essentially operate as assisted-DIY or software-as-a-service (or worse still, offshore their work). We are a tech-enabled people business that leverages the best of technology, while ensuring the human touch our clients desire is always front-and-center.
Charity•We want team members who encourage and honor the Biblical principles of charity both in the workplace and with clients. (Matthew 22:39, I Corinthians 13:13, Philippians 2:3, 1 Peter 3:8)Always Learning•Our clients deserve our best. We believe in continuous growth and development. Our team is committed to staying ahead of industry trends and expanding our knowledge to better serve our clients.
Never Satisfied With the Status Quo•Innovation drives us. We constantly seek new ways to improve our services and challenge ourselves to exceed expectations.
Strive to Honor God•We are a Christian-owned and operated company. Our faith guides our actions and decisions. We strive to uphold integrity, honesty, and compassion in all our endeavors.
Unapologetic Commitment to Best Practice•Excellence is our standard. We adhere to the highest professional standards and best practices to ensure the success and satisfaction of our clients. recblid qo1ortpgn28rda0b78xgwicylrew9m