• Apply accounting principles to analyze financial information and prepare financial reports
• Prepare corporate entity, partnership, personal, and business income tax returns
• Prepare statements for audits
• Prepare, submit, and manage tax statements and returns for businesses and clients
• Provide advice on financial and tax matters
• Mentor and guide peers through knowledge transfer and skill development
• Foster and enhance continuous improvement initiatives
• Process financial information and materials in compliance with reporting requirements
• Prepare tax statements, financial statements, and BAS statements at required intervals
• Create and return statements and documents to clients by set deadlines
• Manage tax administration responsibilities, including tax code research, tax return preparation, and tax planning
• Identify opportunities to minimize tax liability through deductions and credits
• Engage regularly with clients and maintain strong relationships
• Stay current with federal and state tax laws, regulatory and compliance requirements, and tax planning techniques
• Research the financial landscape and market trends
• Assist with month-end, quarter-end, and year-end account analysis
• Validate subsystem and interfaced data accuracy and completeness
• Process subsystem or subsidiary interfaces and resolve identified issues
• Provide guidance and assistance to Associate Tax Strategists

Tax Strategist

• 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

• Plan, supervise, and complete multiple client engagements
• Provide finished, complete work products for Principal review
• Serve as a primary point of contact for clients and their accounting personnel
• Participate in the billing process
• Supervise and train lower-level accountants
• Review individual, partnership, S corporation, C corporation, trust, and estate tax returns and workpapers
• Apply accounting principles and tax laws while maintaining current regulatory knowledge
• Perform tax research and document conclusions on technical issues
• Identify tax planning opportunities and communicate recommendations to Principals and clients
• Assist with IRS and state tax notices and examinations
• Develop and maintain client relationships through proactive communication and identifying additional service opportunities
• Produce accurate, organized work products and conduct thorough self-reviews
• Monitor engagement budgets, realization, and profitability; communicate scope changes and recommend solutions
• Use KWC technology systems, adopt new applications and processes, and resolve technical issues
• Evaluate and improve processes and solutions through critical thinking
• Supervise, mentor, train, and develop team members
• Recruit, hire, and conduct performance evaluations
• Implement training and identify training opportunities
• Handle corrective action and termination in accordance with firm policies
• Participate in networking and business development activities
• Assist Principals with proposals and new client onboarding
• Perform other assigned tasks

Tax Manager – Business Services Group

• Apply accounting principles to analyze financial information and prepare financial reports
• Prepare corporate entity and partnership returns
• Prepare business income tax returns and statements for audits
• Prepare, submit, and manage tax statements and returns for businesses and clients
• Provide advice on financial and tax matters
• Prepare tax statements, financial statements, and BAS statements at required intervals
• Create and return statements and documents to clients by set deadlines
• Manage tax administration responsibilities, including tax code research, tax return preparation, and tax planning
• Identify opportunities for clients and businesses to reduce tax, make claims, and increase profit
• Engage regularly with clients and maintain strong relationships
• Stay current on federal and state tax laws, regulatory and compliance requirements, and tax planning techniques
• Research the financial landscape and market trends
• Assist with month-end, quarter-end, and year-end account analysis for assigned lines of business
• Validate subsystem and interfaced data accuracy
• Process subsystem or subsidiary interfaces
• Follow up on and resolve identified issues