Form 990 Specialist

Location: Lahore, Pakistan
Team: Pakistan Team
Employment Type: Full-time
Work Arrangement: Hybrid

The Ijaz Group specializes in managed accounting, compliance, and fractional CFO services for nonprofit organizations across the United States. Our team partners closely with clients to enhance their financial operations, ensure compliance, and deliver dependable financial information to support decision-making. We are seeking a detail-oriented Form 990 Specialist to manage the preparation and filing of annual information returns for our nonprofit clients, ensuring accuracy and timely submissions.

Key Responsibilities
Form 990 Preparation and Filing
- Prepare Forms 990 and 990-EZ, including all relevant schedules and disclosures.
- Review prior-year returns, financial statements, trial balances, governance documents, and client records.
- Reconcile revenue, expenses, assets, liabilities, and net assets reported on returns with client accounting records.
- Identify missing data, unusual balances, inconsistencies, and potential compliance issues.
- Draft clear information requests and follow up with internal teams and clients as necessary.
- Maintain organized and complete workpapers supporting each return.
- Incorporate reviewer feedback and finalize returns accurately and on schedule.
- Manage electronic filing processes and maintain filing confirmations and final copies.
- Track deadlines, extensions, outstanding information, and the status of assigned returns.
- Support preparation of related filings such as extensions, amended returns, Form 990-T, and state charitable registrations as assigned.

Year-Round Responsibilities
- Assist with nonprofit tax research and compliance inquiries.
- Maintain client tax calendars and monitor upcoming filing deadlines.
- Review client accounting records for tax readiness and suggest necessary adjustments.
- Support year-end accounting cleanup, reconciliations, and financial statement reviews.
- Assist with simpler client accounting tasks when tax workload allows.
- Maintain and improve Form 990 templates, checklists, workpapers, and internal procedures.
- Help develop internal guidance and training materials on nonprofit tax compliance.
- Monitor IRS updates relevant to clients and internal processes and communicate changes accordingly.
- Support additional accounting and compliance projects as assigned by the team.

Required Qualifications
- Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
- 2 to 4 years of relevant accounting or tax experience.
- Practical experience preparing U.S. tax returns.
- Strong understanding of financial statements, general ledgers, trial balances, and account reconciliations.
- Excellent analytical skills and attention to detail.
- Ability to interpret technical instructions accurately.
- Strong written and verbal communication skills in English.
- Ability to manage multiple assignments and meet strict filing deadlines.
- Proficiency in Microsoft Excel and document management tools.

Preferred Qualifications
- Direct experience preparing Forms 990 or 990-EZ for U.S. nonprofit organizations.
- Knowledge of nonprofit accounting principles, fund accounting, restricted funds, and functional expense reporting.
- Familiarity with Form 990 schedules, Form 990-T, extensions, and state charitable filings.
- Experience using professional tax-preparation software.
- Experience working with U.S.-based clients or accounting teams.
- Professional qualifications such as ACCA, CA, CPA, or similar, completed or in progress.

The ideal candidate is organized, meticulous, and comfortable handling detailed financial data. You should be proactive in researching unfamiliar issues, asking questions when information is incomplete, and maintaining high standards of accuracy and documentation. Success in this role means preparing accurate returns supported by clear workpapers, consistently meeting deadlines, identifying issues early, communicating effectively, responding positively to feedback, and taking full ownership of assigned returns from start to finish. Additionally, you will contribute to strengthening and standardizing the firm’s Form 990 preparation processes.