Staff Accountant – Nonprofit Tax

Job Description

Staff Accountant – Tax Services | Batts Morrison Wales & Lee, P.A.

The Tone:
This Staff Accountant role is based at Batts Morrison Wales & Lee, P.A., with locations available in Dallas, TX or Orlando, FL. BMWL is a growing professional accounting firm that specializes in providing tax services to religious, charitable, educational, and associational organizations. This position is a critical addition to our Tax Team, empowering nonprofit clients to effectively manage their tax compliance, planning, research, and strategic needs, thereby supporting their vital missions and contributing to stronger communities.

The TL;DR
• Role: Early Career
• Location: In-person, Dallas, TX or Orlando, FL
• Team: Part of the growing Tax Team, focused on serving nonprofit organizations.
• Mission: Empowering religious, charitable, educational, and associational organizations to meet their tax compliance, planning, research, and strategic needs.

What You’ll Actually Do
• Client Engagement: Communicate directly with clients to gather information, answer questions, and provide exceptional service, while also collaborating with team members to address client needs.
• Tax Return Preparation: Prepare detailed tax-related information, workpapers, and federal and state tax and information returns specifically for nonprofit organizations.
• Tax Research & Analysis: Research and analyze complex technical tax issues affecting exempt organizations and their activities, and draft related correspondence and communications.
• Strategic Tax Support: Assist with specialized tax planning and consulting projects for nonprofit clients, and support other tax compliance and client service matters as needed.

The Must-Haves
• Background: Entry-Level. This role is ideal for recent graduates embarking on their accounting career or early-career professionals looking to grow in public accounting, with a strong aptitude and curiosity.
• Experience: No prior tax experience is necessary; however, candidates should demonstrate interest or foundational knowledge in areas such as tax and information return preparation and tax research and analysis.
• Skills: Strong critical thinking and problem-solving abilities, excellent written and verbal communication, a commitment to client service and relationship-building, and meticulous attention to detail and organization.
• Bonus: A genuine passion for serving the nonprofit sector and supporting organizations that improve lives and strengthen communities, particularly faith-based organizations, is highly valued.