Job Description

Role Description

The Lucky Foundation is seeking a Certified Public Accountant (CPA) to join our Advisory Committee as a Tax Accountant working hand in hand with the Chief Financial Officer. The Tax Accountant will be part of the Executive Advisory Committee, a position which comes with more responsibilities than joining as a member. The Tax Accountant position will be responsible for filing the Foundation’s taxes appropriately while following legal guidelines and obtaining the maximum possible tax return. Duties include collecting tax forms and tracking appropriate paperwork, identifying potential tax credits, and producing tax reports.

Responsibilities

• Collaborative working style to build strong relationships with other board and committee members
• Experience with coordinating projects and timelines
• Excellent problem-solving skills with the ability to analyze situations, identify existing or potential opportunities and recommend solutions
• Drive to continuously improve processes and the quality and impact of the team’s work and output
• Ability to think quickly, resolve problems, and multi-task across numerous projects
• Excellent verbal and written communication
• Attention to detail
• Strong financial skills

Duties

• Prepare tax provisions schedules, returns, payments, reports and maintain a company’s tax database
• Find tax solutions to complicated tax issues or errors from incorrect tax filings
• Identify legal tax savings and recommend ways to improve profits
• Make sure that clients comply with federal, state, and local tax regulations
• Advise management about the impact of tax liabilities and corporate strategies or new tax laws
• Coordinate outsourced tax preparation work
• Accurately prepare quarterly and annual tax reports
• Keep up to date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications
• All other duties and responsibilities as needed.

Qualifications

• Attend board meetings monthly
• Proficiency with Google and or Microsoft suite tools (Google Docs, Google Slides, Google Sheets, Excel, OneNote, Outlook, etc.)
• CPA license or candidate (preferred)
• Minimum of 5 years of experience in public accounting
• Act as an advocate and ambassador for The Lucky Foundation

Preferred Requirements

• Previous non-profit board experience
• Expertise in bookkeeping and using QuickBooks or Wave Accounting platforms
• Experience with fundraising CRM and donor management software (Network for Good, Kindful, DonorPerfect, etc.)
• Management experience

Company Description

The Lucky Foundation, a 501(c)(3) Non-Profit Public Benefit Corporation, was founded to honor the fallen, empower communities, and preserve the legacy of service.

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