Senior Associate Exempt Organizations Tax Services
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. A Senior Associate in the Exempt Organizations (EO) Tax Services practice at Crowe LLP plays a key leadership role in a highly specialized national team focused exclusively on serving the unique needs of tax-exempt clients. Our EO team is highly collaborative, combining extensive sector knowledge with tax technical expertise to deliver tailored solutions that help organizations meet their compliance obligations and strategic goals. Our team is highly collaborative, combining extensive sector knowledge with tax technical skills to deliver tailored compliance and advisory solutions. You'll play an important role in the execution and delivery of client engagements, including preparation and review of information returns (Forms 990, 990-T, 990-PF) and providing support on technical matters such as unrelated business income (UBI), public support testing, intermediate sanctions, federal, foreign and state reporting. This role offers the opportunity to develop subject matter expertise, deepen client relationships, and build a strong foundation for leadership within a dynamic and fast-growing practice area. You'll work directly with managers and partners while also helping to coach and develop junior staff. Key Responsibilities: Prepare and review federal and state tax filings for exempt organizations, including Forms 990, 990-T, 990-PF, and related schedules Assist in identifying and resolving issues related to UBI, compensation reporting, governance disclosures, and public support calculations Research and apply relevant IRS regulations and case law to client situations Maintain up-to-date knowledge of tax issues and industry trends impacting exempt organizations Engagement Management: Work on multiple engagements concurrently while meeting internal and external deadlines Coordinate effectively with internal teams and client contacts to gather data and ensure smooth delivery Monitor project timelines, budget adherence, and documentation requirements Team Collaboration: Support the development and coaching of interns and staff through on-the-job training and constructive feedback Actively contribute to a team-oriented culture that values learning, collaboration, and innovation Participate in internal learning programs and contribute to the development of team tools and best practices. Qualifications: Bachelor's degree in Accounting or related field CPA or JD preferred, CPA eligibility required 3+ years of relevant tax experience, preferably with tax-exempt clients or nonprofit entities Basic to intermediate understanding of Form 990, 990-T and 990-PF and related exempt organization tax issues Excellent organizational, analytical, and problem-solving skills Strong interpersonal and written communication skills Familiarity with tax compliance software CCH, 990 Tracker, or similar platform preferred Exposure or understanding of Alteryx preferred Open to remote candidates We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $62,500.00 - $141,000.00 per year.
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. A Senior Associate in the Exempt Organizations (EO) Tax Services practice at Crowe LLP plays a key leadership role in a highly specialized national team focused exclusively on serving the unique needs of tax-exempt clients. Our EO team is highly collaborative, combining extensive sector knowledge with tax technical expertise to deliver tailored solutions that help organizations meet their compliance obligations and strategic goals. Our team is highly collaborative, combining extensive sector knowledge with tax technical skills to deliver tailored compliance and advisory solutions. You'll play an important role in the execution and delivery of client engagements, including preparation and review of information returns (Forms 990, 990-T, 990-PF) and providing support on technical matters such as unrelated business income (UBI), public support testing, intermediate sanctions, federal, foreign and state reporting. This role offers the opportunity to develop subject matter expertise, deepen client relationships, and build a strong foundation for leadership within a dynamic and fast-growing practice area. You'll work directly with managers and partners while also helping to coach and develop junior staff. Key Responsibilities: Prepare and review federal and state tax filings for exempt organizations, including Forms 990, 990-T, 990-PF, and related schedules Assist in identifying and resolving issues related to UBI, compensation reporting, governance disclosures, and public support calculations Research and apply relevant IRS regulations and case law to client situations Maintain up-to-date knowledge of tax issues and industry trends impacting exempt organizations Engagement Management: Work on multiple engagements concurrently while meeting internal and external deadlines Coordinate effectively with internal teams and client contacts to gather data and ensure smooth delivery Monitor project timelines, budget adherence, and documentation requirements Team Collaboration: Support the development and coaching of interns and staff through on-the-job training and constructive feedback Actively contribute to a team-oriented culture that values learning, collaboration, and innovation Participate in internal learning programs and contribute to the development of team tools and best practices. Qualifications: Bachelor's degree in Accounting or related field CPA or JD preferred, CPA eligibility required 3+ years of relevant tax experience, preferably with tax-exempt clients or nonprofit entities Basic to intermediate understanding of Form 990, 990-T and 990-PF and related exempt organization tax issues Excellent organizational, analytical, and problem-solving skills Strong interpersonal and written communication skills Familiarity with tax compliance software CCH, 990 Tracker, or similar platform preferred Exposure or understanding of Alteryx preferred Open to remote candidates We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $62,500.00 - $141,000.00 per year.