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This position performs day-to-day accounting and prepares interim and annual financial reports and tax returns for endowment funds, supporting foundations and trusts, as well as assists in the daily operation of the Accounting and Finance department.
Job Responsibility:
Performs day-to-day accounting and prepares interim and annual financial reports and tax returns for endowment funds, supporting foundations and trusts
Assists in the daily operation of the Accounting and Finance department
Prepares supporting workpapers that demonstrate analysis and related journal entries for various daily accounting activity
Prepares periodic financial reports for endowment funds, charitable trusts and supporting foundations, including reports for presentations to foundation trustees, or internal financials for inclusion in quarterly reports required by banks
Prepares schedules for year-end consolidation and footnotes for external audit, assists with tax preparation for Federation’s 990
Prepares tax returns for supporting foundations and charitable trusts
Prepares bank reconciliations and other account reconciliations as assigned
Other duties and special projects as assigned
Requirements:
Bachelor’s degree (or higher) in Accounting
2+ years of accounting experience
Experience with Microsoft Office applications, specifically Excel
Developed knowledge of Generally Accepted Accounting Principles (GAAP)
Ability to assemble, read, and interpret accounting reports, including proven experience reviewing accounting information and accurately determining and recording accounting adjustments as needed
Well-developed analytical and problem solving abilities
Able to organize work, engage in a variety of tasks simultaneously, and consistently meet deadlines
High degree of initiative and independent judgment
High attention to detail, follow-up, self-motivated, proactive and solution focused
Strong communication skills, oral and written
Ability to function in a high volume, performance-oriented environment
Nice to have:
Experience in public accounting as an auditor or working in accounting with a non-profit organization preferred
Experience with tax return preparation, specifically Form 990, preferred
Certified Public Accountant (“CPA”) or CPA eligible
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