Tax Preparer

Position Type: Full-time

Location: Philippines (Remote)

Schedule: EST

About the Company

Our client is a pioneering financial technology company dedicated to empowering groups with a comprehensive platform that simplifies collecting, spending, and managing money online. With innovative features such as group banking, seamless officer handovers, efficient expense management, secure payment and donation collection, and effective fundraising tools, they deliver all the resources needed for confident and streamlined financial management. By eliminating the need to juggle multiple platforms, they enhance control, efficiency, and security—ensuring every group can focus on what truly matters.

About the Role

We are looking for a highly detail-oriented and knowledgeable Tax Preparer with specialized experience in preparing and filing tax returns for nonprofit organizations. The ideal candidate will have a strong command of Form 990 and its related schedules, along with the ability to review complex financial information to ensure full compliance with IRS regulations for tax-exempt entities. This role also requires technical familiarity with JSON file formats and the use of API clients such as Postman or Swagger, as you will work with tax-related data integrations and digital documentation processes.

The successful candidate will be someone who can work independently, communicate effectively with nonprofit clients, and consistently deliver accurate, timely filings. Please note that this position focuses exclusively on nonprofit tax compliance and does not involve individual tax preparation.

Responsibilities

• Prepare and file federal and state tax returns specifically for nonprofit organizations, with an emphasis on Form 990.
• Review financial statements and documentation to ensure compliance with IRS regulations.
• Communicate with nonprofit clients to collect necessary information and provide guidance on tax-related matters.
• Stay informed about the latest tax laws and changes that affect nonprofits to deliver accurate services.
• Work with JSON file formats related to tax data and utilize API clients (e.g., Postman, Swagger) for data integration and management.
• Maintain thorough documentation of all tax preparation processes and ensure records are accurate.
• Collaborate with team members to ensure timely and responsive service to clients.

Competencies and Qualifications

Must-Have

• Proven experience as a Tax Preparer specializing in nonprofit tax filings, particularly Form 990.
• Strong understanding of tax compliance requirements for tax-exempt organizations.
• Experience working with JSON files and using API clients like Postman or Swagger.
• Excellent attention to detail and strong analytical skills.
• Effective communication skills, both written and verbal.
• Familiarity with G Suite applications (Google Docs, Sheets, Drive, etc.).

Nice-To-Have

• Experience with additional nonprofit filings (990-EZ, 990-PF, 990-T, or multi-state charitable filings).
• Familiarity with nonprofit accounting or fund accounting.
• Experience with tax or accounting software integrations (e.g., QuickBooks, Xero).
• Strong API/technical skills beyond basics (e.g., understanding API workflows, data mapping).
• Experience with workflow or automation tools (e.g., Zapier, Airtable).
• Familiarity with project management and remote collaboration tools (e.g., Asana, Slack).
• CPA or Enrolled Agent designation is a plus but not required.

Application Process

We understand that searching for a new job can be challenging, and we're here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.

Job Type: Full-time

Application Question(s):

• Are you ok with EST work schedule?
• Are you comfortable to use your own laptop or desktop computer for this job?
• What is your expected monthly salary for this position?

Experience:

• US Taxation: 2 years (Required)
• Nonprofit tax filings (particularly Form 990): 1 year (Required)
• JSON files: 1 year (Required)
• API clients: 1 year (Required)

Work Location: Remote