Job Description
Full job description
Your Journey at Crowe Starts Here:
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.
Job Description:
A senior 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
Client Engagement & Technical Delivery
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
Required
Bachelor’s degree in Accounting or related field
CPA/JD license or actively pursuing CPA designation
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
Preferred
Familiarity with tax compliance software CCH, 990 Tracker, or similar platform
Exposure or understanding of Alteryx
Your Journey at Crowe Starts Here:
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.
Job Description:
A senior 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
Client Engagement & Technical Delivery
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
Required
Bachelor’s degree in Accounting or related field
CPA/JD license or actively pursuing CPA designation
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
Preferred
Familiarity with tax compliance software CCH, 990 Tracker, or similar platform
Exposure or understanding of Alteryx
💡 Quick Summary
Seeking a career-building opportunity? The Senior Tax Staff, Exempt Organizations position is now open for candidates interested in the Accountant Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
