American Heart Association Tax Manager in Cleveland, Ohio
Now is the time to join an organization that enables you to be a relentless force for a world of longer, healthier lives. Here at the American Heart Association (AHA), you matter and so does your career!
We are currently hiring for a Tax Manager . The location of the position is flexible. This individual will be responsible for planning and directing all tax reporting and planning functions for the AHA, ensuring compliance with all tax and regulatory requirements, and protecting the AHA's exempt status. Will provide coaching and supervision to one Staff Accountant.
The AHA offers programs to help you maintain work/life satisfaction according to your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university as well as various other training and support mechanisms locally and through our National Center.
#TheAHALife is our company culture, our way of life, reflecting our diversity and inclusion, our focus on work-life satisfaction, and our Guiding Values - Check out this hashtag on Facebook, Instagram, and Twitter today!
Oversee and directly participate in the preparation, review and filing of the AHA's annual IRS Form 990/990T and serve as the primary liaison with external tax professionals and external auditors for review. Coordinate all internal 990 review and sign-off procedures, including Audit Committee approval.
Direct the AHA's compliance with state and local tax requirements including review and approval of sales and use tax returns, sales exemption applications, state charitable and trade name registrations, and property tax filings prepared by staff (or prepared directly if needed).
Review corporate sponsorship agreements and event materials for tax and accounting issues.
Spearhead the research of new tax guidance and regulations, monitor changes in tax law, and advise company leaders regarding impact and implementation.
Consult and guide internal customers regarding new revenue strategies and their potential impact for taxation and exemption issues; educate staff on corporate sponsorship matters to minimize unrelated business income tax exposure.
Collaborate with the Revenue team on transactions to coordinate correct characterization of revenue and to generate monthly auction reports.
Respond to tax-related queries and provide customer service to staff on AHA tax issues from various departments, and serve as the subject matter expert on tax matters affecting the AHA. Coordinate and oversee review of ad hoc tax matters by external tax advisors.
Guide and direct assigned staff to achieve goals. Accountable for hiring, directing, training, and evaluating staff.
5+ years experience in accounting, tax accounting or related area.
3+ years experience in not-for-profit accounting and taxation, primarily in the areas of federal and state/local compliance.
Comprehensive knowledge of GAAP, IRS regulations.
Skilled in the use of computerized accounting systems, tax research and preparation software applications (e.g., Checkpoint, UltraTax, ProSystemFX or GoSystemsRS).
Skilled in oral and written communication, customer service, and presentations.
Ability to analyze financial data and interpret into both oral and narrative form.
Ability to review and analyze complex legal and business documents.
Ability to effectively communicate and interact with all levels of AHA National Center and region staff and volunteers.
Previous supervisory experience.
Advanced knowledge of not-for-profit taxation in the areas of unrelated business taxable income and private benefit.
Ability to review and analyze complex and significant legal contracts in a not-for-profit business environment and make assessments for accounting and taxation implications, including unrelated business income and private benefit issues.
Compensation & Benefits
Our Rewards & Benefits package not only gives you the total benefits you want, but also goes above and beyond with innovative programs to develop your skills – helping you grow and thrive at the American Heart Association.
The American Heart Association’s 2024 Goal: Every person deserves the opportunity for a full, healthy life. As champions for health equity, by 2024, the American Heart Association will advance cardiovascular health for all, including identifying and removing barriers to health care access and quality.
At American Heart Association | American Stroke Association, diversity, inclusion, and equal opportunity applies to both our workforce and the communities we serve as it relates to heart health and stroke prevention.
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EOE/Protected Veterans/Persons with Disabilities
Posted Date 2 months ago (11/29/2021 2:31 PM)
Requisition ID 2020-5733
Job Family Group Business Operations
Job Category Finance & Accounting
Additional Locations Diversity Distribution US - Top 50