Job Description

Exempt Organization Tax Senior - Charlotte, NC (Remote)
To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io

Who: A tax professional with experience serving tax-exempt organizations and a desire to grow in a collaborative environment.

What: Prepare and review tax filings, support compliance and consulting projects, and help develop junior staff.

When: Hiring immediately for a role that supports ongoing growth in the not-for-profit tax practice.

Where: Any office location with onsite/hybrid flexibility or fully remote within the United States.

Why: To strengthen the not-for-profit team by providing technical expertise and exceptional service to mission-driven clients.

Office Environment: Fast-paced, inclusive, supportive of professional development, and focused on integrity and collaboration.

Salary: Competitive compensation supported by a comprehensive total rewards and benefits package.

The Not-for-Profit Tax Senior Associate will deliver compliance and consulting services that help tax-exempt organizations maintain their exempt status while mentoring staff and contributing to the team’s continued growth.

Key Responsibilities:
● Provide tax compliance and consulting services to not-for-profit clients.
● Prepare and review Forms 990, 1120, and related filings for exempt organizations and their affiliates.
● Lead and mentor tax staff in a dynamic, fast-paced work environment.
● Apply strong project management, analytical, communication, and interpersonal skills.
● Consult with market and firm leaders as needed.
● Build relationships by networking within the community and relevant industries.

Qualifications:
● Bachelor’s degree in Accounting or related field.
● Ability to obtain CPA licensure; active CPA preferred.
● 2+ years of public accounting experience.
● Experience serving tax-exempt organizations.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.