US Tax Associate (For Pooling)
We usually respond within three days
About The Back Room
We exist to free our clients' time so they can focus on what they do best — growing their business. We deliver smart, efficient solutions that liberate teams from the everyday admin, and we hold ourselves to the same standard. Time is the ultimate currency, and we treat it like it.
About the Client
Our client is one of the largest CPA and advisory firms in the Southeastern United States, providing audit, tax, accounting, and consulting services to a wide range of industries and organizations. Established in 1918, the firm has built a strong reputation for delivering personalized client service, technical expertise, and long-term business partnerships.workstream.
The Role
As a US Nonprofit Tax Associate, you will support a portfolio of tax-exempt organizations by preparing and reviewing IRS Form 990 series returns while ensuring compliance with federal and state tax regulations. You'll work closely with experienced tax professionals to research tax matters, identify planning opportunities, and deliver accurate, timely tax filings that help nonprofit organizations meet their reporting obligations. Success in this role means consistently producing high-quality, review-ready tax returns, applying technical tax knowledge to client engagements, and becoming a trusted contributor throughout the tax compliance process.
What You'll Do
Preparation of all required non-profit 990 tax returns, including Form 990, 990-EZ, 990-N and 990-T forms and any related applicable state forms
Identifies tax credits and deductions available to non-profit organizations
Ensures client work is performed within time, scope, and budget
Manages engagement and client expectations, ensures satisfaction, and communicates upward to assigned Supervisor
Researches and reviews work papers for various book to tax differences
Ability to apply relevant tax law to particular clients and circumstances
Demonstrates an understanding of and applies tax planning concepts
Strong knowledge of tax codes, regulations, rulings, and case law
Review research findings, tax returns, and client tax work papers to ensure conclusions are consistent with firm policies and professional standards
Understands and follows all firm policies, AICPA ethics rules, Circular 230, 6694, and other professional standards
Additional duties as assigned
What We're Looking For
Undergraduate degree required; Master’s preferred
Active CPA License required
1-3 years of tax experience is preferred
Comprehensive understanding of tax code/rules and implications
Experience preparing returns and researching more complex tax issues
Strong interpersonal and analytical skills
Why This Role
This role offers the opportunity to develop specialized expertise in the nonprofit tax sector—a highly sought-after niche within US public accounting. You'll gain hands-on experience with IRS Form 990 engagements, work on complex tax compliance matters for tax-exempt organizations, and deepen your understanding of US tax law while collaborating with experienced professionals who will support your technical and career growth.
This role is open to Philippine citizens currently based in the Philippines.
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- Department
- Client-Based
- Role
- US Taxation
- Locations
- Clark Global City
- Remote status
- Fully Remote
- Employment type
- Full-time
Clark Global City
Workplace, Culture & Diversity
At The Back Room, culture isn't an afterthought; it's how we operate. We're guided by a simple purpose: Nurture, Grow, Delight for our team just as much as for our clients.
We've built an environment where people are trusted to do great work, supported to keep growing, and genuinely looked after along the way. That means real investment in training and development, leaders who show up for their teams, and a workplace where equal opportunity isn't just a policy; it's how decisions get made
We're proud to be recognised as one of HR Asia's Best Companies to Work For, a reflection of the team we've built and the culture we protect.