Thompson Greenspon

• Own and manage the Form 990 process across the firm
• Monitor and ensure timely completion and accuracy of Form 990, 990-EZ, 990-T, 990-PF, 1120-POL, and applicable state returns
• Manage extensions and estimated tax payments
• Coordinate workflow across staff to meet internal and external deadlines
• Identify bottlenecks and implement process improvements
• Identify and resolve complex technical issues involving public support tests, UBI, excise taxes, private foundation compliance, and state filing requirements
• Serve as primary reviewer before partner-level review
• Address 990-related client questions and communicate requirements, deadlines, and issues
• Supervise, train, coach, and review staff
• Develop training materials, tools, and standardized best practices
• Identify advisory opportunities using Form 990 insights
• Collaborate with audit, tax, and CAAS departments on client service and growth
• Participate in proposals, presentations, and client discussions as a Form 990 subject matter resource

Nonprofit Tax Manager

Accountant

• Record transactions from banks and other third-party applications with knowledge of client operations
• Code clients’ vendor invoices for payment and optimize cash flow
• Reconcile balance sheet accounts, including bank accounts, accounts payable, accounts receivable, and other financial statement accounts
• Lead onboarding and accounting software setup for new clients
• Prepare, understand, and review financial statements
• Understand and explain accounting issues, financial impacts, and operational challenges across various industries
• Identify opportunities to optimize clients’ financial and operational performance
• Assist clients with budgeting, forecasting, and financial analysis
• Prepare and review sales tax, payroll tax, and property tax returns
• Develop strong client relationships and provide tailored solutions
• Communicate with clients, provide status updates, answer inquiries, and resolve issues
• Serve as the client point of contact and ensure timely, accurate service delivery
• Collaborate with internal teams to ensure smooth service delivery and maintain client relationships
• Participate in industry-specific niche meetings and marketing activities supporting business development
• Stay current on industry developments, trends, and regulatory changes
• Monitor and maintain knowledge of software developments and emerging technologies

Nonprofit Tax Manager

Senior Accountant – CAAS