As Tax Services Associate with our Tax & Legal Affairs team, you will provide tax support to our growing client base of over 2,000 private foundations. 

In this role, you will primarily focus on the intake, research, and resolution of all incoming IRS correspondence regarding our clients’ tax filings and related payments, credits and refunds. Additionally, you will work with members of the Tax & Legal Affairs team to resolve matters from various state tax authorities and assist with ad hoc projects.

We are seeking a quick learner with strong analytical skills, attention to detail, who works well independently as well as with a team, and takes direction effectively from various sources. An ideal candidate for this role is someone with tenacity who is highly motivated, demonstrates a proactive approach to tasks, all while succeeding in a fast-paced environment where deadlines are critical.

Key Responsibilities

• Intake, research, and resolution of correspondence from the IRS and state tax authorities, primarily regarding the filing of IRS Forms 990PF and 990T, including extensions to those forms and associated tax payments
• Manage workflow through project management software
• Review and reconciliation of incoming refund checks, credit adjustments, and discrepancies between internal and IRS/state records
• Coordinate the processing of physical mail from the IRS and State agencies 
• Work directly with IRS agents and internal stakeholders, such as Tax Accountants (Tax & Legal Affairs) and Private Client Advisors (Client Services) to resolve client tax matters
• Coordinate and communicate on occasion with clients and financial advisors

• Strong analytical and problem-solving skills
• Stellar organizational skills
• Strong and clear communication, both in written and verbal formats
• Must be detail oriented, self-motivated, and able to prioritize
• Ability to learn quickly, take initiative and see projects through completion 
• Ability to grasp the big picture and learn how different aspects of a process affect each other, in addition to being able to complete individual tasks with precision 
• Experience working with IRS on resolution of correspondence and other tax matters
• Bachelor's degree preferred
• 2+ years experience in an administrative or accounting related role

Physical Demands

• Constantly operates a computer and other office machinery
• Must be able to communicate information and ideas so others can understand
• The ability to observe details at close range (within a few feet) 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. 

An Equal Opportunity Employer 

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.