CPA / U.S. Nonprofit Tax Specialist – 501(c)(3)

We are looking for an experienced CPA or U.S. Nonprofit Tax Specialist with strong knowledge of U.S. 501(c)(3) nonprofit organizations.

We need someone who can help us properly establish, organize, and maintain the financial, accounting, and tax compliance requirements of a U.S.-based nonprofit organization.

This position is ideal for someone with hands-on experience working with U.S. nonprofits and IRS requirements, particularly someone who can provide practical guidance from nonprofit formation through ongoing compliance.

Responsibilities:

Provide guidance on U.S. 501(c)(3) requirements
Assist with nonprofit financial and accounting setup
Review and assist with IRS Form 1023 and related requirements
Provide guidance on IRS nonprofit compliance
Establish appropriate bookkeeping and accounting procedures
Advise on proper recording and handling of donations/contributions
Assist with financial reporting and budgeting
Provide guidance on restricted and unrestricted funds
Maintain accurate financial records and documentation
Assist with annual nonprofit reporting and Form 990
Advise on nonprofit payroll, reimbursements, and compensation
Establish appropriate internal financial controls
Review existing financial processes and recommend improvements
Provide ongoing tax and accounting guidance as needed
Keep the organization informed of applicable IRS and nonprofit compliance requirements

Requirements
CPA, EA, or equivalent professional accounting/tax qualification
Proven experience working with U.S. 501(c)(3) nonprofit organizations
Strong understanding of U.S. nonprofit accounting and taxation
Knowledge of IRS requirements for tax-exempt organizations
Experience with Form 1023 and/or Form 990
Understanding of charitable contributions and nonprofit financial reporting
Excellent attention to detail
Strong analytical and problem-solving skills
Excellent written and verbal communication
Ability to explain complex accounting and tax matters clearly
Ability to work independently and provide practical recommendations
Preferred Qualifications
Experience helping organizations obtain or maintain 501(c)(3) status
Experience with nonprofit formation and financial setup
Experience with nonprofit bookkeeping and accounting systems
Knowledge of restricted and unrestricted funds
Experience with nonprofit financial policies and internal controls
Experience preparing or reviewing Form 990
Familiarity with U.S. federal and state nonprofit compliance
Important

This is a U.S.-based nonprofit organization. Applicants must have demonstrated experience with U.S. nonprofit organizations and U.S. IRS regulations.

Experience with Philippine accounting or taxation alone will not qualify for this position.

We are looking for someone who can do more than basic bookkeeping. The ideal candidate should be able to assess our current situation, identify what needs to be done, and provide a clear step-by-step plan for establishing and maintaining proper 501(c)(3) compliance.

TO APPLY

Please provide:

Your CPA, EA, or relevant professional credentials
Your resume/CV
Number of years of experience working with U.S. nonprofits
A brief description of your 501(c)(3) experience
Your availability

Please start your application with: "YOUR NAME 501(c)(3) Specialist"

Applications that do not demonstrate experience with U.S. 501(c)(3) organizations may not be considered.