Senior Accountant Tax and Pension Benefits
ACLU, New York, NY, United States
Senior Accountant Tax and Pension Benefits
New York, New York, United States
About The Job
The ACLU seeks applicants for the full-time position of Senior Accountant, Tax and Pension Benefit in the Administration & Finance Department of the ACLU's National office in New York, NY. This is a hybrid role that has in-office requirements of two (2) days per week or eight (8) days per month.
Responsible for safeguarding the financial resources of the organization, the Finance Team manages the financial activities of the National ACLU. From paying vendors, forecasting budgets, and everything in between, we take pride in providing the resources and the platform for informed financial decision-making.
This position is part of a collective bargaining unit. It is represented by ACLU Staff United (ASU).
What You'll Do
Reporting to the Deputy CFO, the Senior Accountant, Tax and Pension Benefit will be responsible for significant functional areas within the ACLU's accounting and will play a critical role in the successful operations of the Finance Team at the ACLU. Our ideal candidate will have strong accounting knowledge, analytical and functional experience, possess an exceptional attention to detail, an orientation towards being of service, and a passion for the work of the ACLU.
Your Day To Day
The following overview of responsibilities is intended to describe the type of work assigned to this position. It is not an exhaustive list of all specific duties required by the employee:
Set the bar for customer service excellence by providing timely, thorough, and friendly responses to internal and external stakeholder inquiries
Perform account reconciliations relevant to functional areas, ensuring their accuracy and proper documentation for internal and external reporting purposes
Assist with relevant audits, preparing audit schedules and materials and managing deliverable deadlines
Complete ad hoc reports and projects as requested by Finance Leadership
Suggest accounting policies and procedures based on GAAP and industry best practices relevant to functional areas
Functional Area: Tax:
Coordinate with the Assistant Controller, Revenue and Investments on the preparation and review of all federal, state, and local income tax returns
Assist with the preparation of required tax filings and government reporting (local, state, federal), including preparing schedules and/or draft filings for review
Manage all federal/state and local tax correspondence and audits
Prepare year-end estimated tax payments for all federal, state, and local agencies
Prepare ad hoc tax reports for internal and external stakeholders
Prepare and review tax provisions for the annual financial statements
Develop processes and controls to ensure compliance with federal, state, and local agencies
Advise and interpret for the Finance team the impact of new laws, decisions, regulations, rulings, and proposed tax legislation
Review annual K-1s to determine the federal and state annual unrelated business income/loss generated
Maintain organized and up-to-date recording system for electronic files; utilizing established internal best practices for record retention
Review the annual returns prepared by the external auditors before filing
Prepare the monthly filings for NYS sales and use tax and any additional states
Apply for and maintain all state sales tax exemptions for the ACLU
Coordinate with Avalara (tax consultants) on filing all sales taxes in relation to the ACLU store.
Functional Area: Pension Benefits:
Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
Review the calculation of affiliates' invoices for late payments made to the ACLU retirement plans
Review the quarterly reconciliation of employee census data from Form 941, "Employer's Quarterly Federal Tax Return," to the year-to-date payroll register to ensure the accuracy and completeness of employee data between the two sources
Review affiliates' reconciliation of their Form 941 to their payroll registers quarterly for accuracy
Review SOC-1 reports for National and all affiliates on an annual basis and document if any control issues exist.
Review monthly trust statements for both the pension and the contribution retirement plan for accuracy
Review, on an annual basis, the reconciliation between payroll registers and W-3 payroll forms
Review the completion of the timeliness schedule related to contribution submission for the pension plan
Review the reconciliation of National and affiliate contributions to payroll records to ensure that eligible participants are enrolled and their contributions are accurate.
Review notes receivable from participants annually to ensure they comply with the restrictions defined by the Plan document and under the Internal Revenue Code.
Review payments of benefits related to Defined Benefits, 457B, and 457F to verify that they are in accordance with the Plan provisions
Future ACLU'ers Will
Be committed to advancing the mission of the ACLU
Center and embed the principles of equity, inclusion and belonging in their work by demonstrating commitment to diversity with an approach that respects and values multiple perspectives
Be committed to work collaboratively and respectfully toward resolving obstacles and conflicts
Minimum Qualifications
Strong knowledge of GAAP and current accounting best practices, including upcoming regulatory changes to reporting requirements
Strong knowledge of pension benefits and tax laws that impact not-for-profit organizations
Strong interpersonal skills that contribute to a collegial working environment
Excellent organizational and planning skills
Demonstrated ability to speak and write in a succinct, informative, and friendly manner such that content, expectations, and timelines are clearly understood by the audience
Ability to manage multiple priorities from a variety of sources; prioritizing effectively to impact areas of greatest need and meet deadlines
Proficiency with Microsoft Excel
Preferred Qualifications
Extensive relevant work experience in an accounting role, preferably at a non-profit organization
CPA with knowledge of GAAP and current accounting best practices, including upcoming regulatory changes to reporting requirements
Knowledge of accounting reporting software; aptitude for learning new financial technology
High proficiency in Microsoft Office products required, with advanced skills in Excel (pivot tables, vlookups, if statements)
Experience with cloud-based financial systems and data aggregation tools
Compensation
The ACLU is committed to equity, transparency, and clarity in pay. Consistent with our compensation philosophy, there is a set salary for each role based on geographic work location. The annual salary for this position is $128,294 (Level G), reflecting the salary of a position based in New York, NY. Salaries are subject to a regional pay adjustment if authorization is granted to work outside of the location listed in this posting. For details on our pay structure, please visit: https://www.aclu.org/careers/ACLU_Geographic_Pay_Structure-July_2024.pdf
Why The ACLU
For over 100 years, the ACLU has worked to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it's ending mass incarceration, achieving full equality for the LGBTQ+ community, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties cases and issues to defend all people.
We know that great people make a great organization. We value our people and know that what we offer is essential not just their work, but to their overall well-being.
At the ACLU, we offer a broad range of benefits, which include:
Time away to focus on the things that matter with a generous paid time-off policy
Focus on your well-being with comprehensive healthcare benefits (including medical, dental and vision coverage, parental leave, gender affirming care & fertility treatment)
Plan for your retirement with 401k plan and employer match
We support employee growth and development through annual professional development funds, internal professional development programs and workshops
Our Commitment To Accessibility, Equity, Diversity & Inclusion
Accessibility
New York, New York, United States
About The Job
The ACLU seeks applicants for the full-time position of Senior Accountant, Tax and Pension Benefit in the Administration & Finance Department of the ACLU's National office in New York, NY. This is a hybrid role that has in-office requirements of two (2) days per week or eight (8) days per month.
Responsible for safeguarding the financial resources of the organization, the Finance Team manages the financial activities of the National ACLU. From paying vendors, forecasting budgets, and everything in between, we take pride in providing the resources and the platform for informed financial decision-making.
This position is part of a collective bargaining unit. It is represented by ACLU Staff United (ASU).
What You'll Do
Reporting to the Deputy CFO, the Senior Accountant, Tax and Pension Benefit will be responsible for significant functional areas within the ACLU's accounting and will play a critical role in the successful operations of the Finance Team at the ACLU. Our ideal candidate will have strong accounting knowledge, analytical and functional experience, possess an exceptional attention to detail, an orientation towards being of service, and a passion for the work of the ACLU.
Your Day To Day
The following overview of responsibilities is intended to describe the type of work assigned to this position. It is not an exhaustive list of all specific duties required by the employee:
Set the bar for customer service excellence by providing timely, thorough, and friendly responses to internal and external stakeholder inquiries
Perform account reconciliations relevant to functional areas, ensuring their accuracy and proper documentation for internal and external reporting purposes
Assist with relevant audits, preparing audit schedules and materials and managing deliverable deadlines
Complete ad hoc reports and projects as requested by Finance Leadership
Suggest accounting policies and procedures based on GAAP and industry best practices relevant to functional areas
Functional Area: Tax:
Coordinate with the Assistant Controller, Revenue and Investments on the preparation and review of all federal, state, and local income tax returns
Assist with the preparation of required tax filings and government reporting (local, state, federal), including preparing schedules and/or draft filings for review
Manage all federal/state and local tax correspondence and audits
Prepare year-end estimated tax payments for all federal, state, and local agencies
Prepare ad hoc tax reports for internal and external stakeholders
Prepare and review tax provisions for the annual financial statements
Develop processes and controls to ensure compliance with federal, state, and local agencies
Advise and interpret for the Finance team the impact of new laws, decisions, regulations, rulings, and proposed tax legislation
Review annual K-1s to determine the federal and state annual unrelated business income/loss generated
Maintain organized and up-to-date recording system for electronic files; utilizing established internal best practices for record retention
Review the annual returns prepared by the external auditors before filing
Prepare the monthly filings for NYS sales and use tax and any additional states
Apply for and maintain all state sales tax exemptions for the ACLU
Coordinate with Avalara (tax consultants) on filing all sales taxes in relation to the ACLU store.
Functional Area: Pension Benefits:
Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
Review the calculation of affiliates' invoices for late payments made to the ACLU retirement plans
Review the quarterly reconciliation of employee census data from Form 941, "Employer's Quarterly Federal Tax Return," to the year-to-date payroll register to ensure the accuracy and completeness of employee data between the two sources
Review affiliates' reconciliation of their Form 941 to their payroll registers quarterly for accuracy
Review SOC-1 reports for National and all affiliates on an annual basis and document if any control issues exist.
Review monthly trust statements for both the pension and the contribution retirement plan for accuracy
Review, on an annual basis, the reconciliation between payroll registers and W-3 payroll forms
Review the completion of the timeliness schedule related to contribution submission for the pension plan
Review the reconciliation of National and affiliate contributions to payroll records to ensure that eligible participants are enrolled and their contributions are accurate.
Review notes receivable from participants annually to ensure they comply with the restrictions defined by the Plan document and under the Internal Revenue Code.
Review payments of benefits related to Defined Benefits, 457B, and 457F to verify that they are in accordance with the Plan provisions
Future ACLU'ers Will
Be committed to advancing the mission of the ACLU
Center and embed the principles of equity, inclusion and belonging in their work by demonstrating commitment to diversity with an approach that respects and values multiple perspectives
Be committed to work collaboratively and respectfully toward resolving obstacles and conflicts
Minimum Qualifications
Strong knowledge of GAAP and current accounting best practices, including upcoming regulatory changes to reporting requirements
Strong knowledge of pension benefits and tax laws that impact not-for-profit organizations
Strong interpersonal skills that contribute to a collegial working environment
Excellent organizational and planning skills
Demonstrated ability to speak and write in a succinct, informative, and friendly manner such that content, expectations, and timelines are clearly understood by the audience
Ability to manage multiple priorities from a variety of sources; prioritizing effectively to impact areas of greatest need and meet deadlines
Proficiency with Microsoft Excel
Preferred Qualifications
Extensive relevant work experience in an accounting role, preferably at a non-profit organization
CPA with knowledge of GAAP and current accounting best practices, including upcoming regulatory changes to reporting requirements
Knowledge of accounting reporting software; aptitude for learning new financial technology
High proficiency in Microsoft Office products required, with advanced skills in Excel (pivot tables, vlookups, if statements)
Experience with cloud-based financial systems and data aggregation tools
Compensation
The ACLU is committed to equity, transparency, and clarity in pay. Consistent with our compensation philosophy, there is a set salary for each role based on geographic work location. The annual salary for this position is $128,294 (Level G), reflecting the salary of a position based in New York, NY. Salaries are subject to a regional pay adjustment if authorization is granted to work outside of the location listed in this posting. For details on our pay structure, please visit: https://www.aclu.org/careers/ACLU_Geographic_Pay_Structure-July_2024.pdf
Why The ACLU
For over 100 years, the ACLU has worked to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States. Whether it's ending mass incarceration, achieving full equality for the LGBTQ+ community, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties cases and issues to defend all people.
We know that great people make a great organization. We value our people and know that what we offer is essential not just their work, but to their overall well-being.
At the ACLU, we offer a broad range of benefits, which include:
Time away to focus on the things that matter with a generous paid time-off policy
Focus on your well-being with comprehensive healthcare benefits (including medical, dental and vision coverage, parental leave, gender affirming care & fertility treatment)
Plan for your retirement with 401k plan and employer match
We support employee growth and development through annual professional development funds, internal professional development programs and workshops
Our Commitment To Accessibility, Equity, Diversity & Inclusion
Accessibility