Internal Audit, Tax, and Compliance Lead

Accounting & Finance Full Time

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Qualifications

Experience in government related filings and compliance and accounting work is necessary

Experience developing and executing internal audit plans is needed

Ability to manage and engage with multiple projects concurrently, communicate on complex topics with internal and external interested parties, and apply critical thinking skills to a variety of compliance matters

Accounting and general tax related knowledge is required

Financial systems, Microsoft Office (including strong Excel knowledge), and an ability to learn new applications and technical tools

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire

Responsibilities

You will be responsible for developing plans for, overseeing and executing internal audits, oversight of tax reporting performed by our outside tax advisors, preparation of other governmental reporting and compliance work, and providing external audit support

Contributes as a team member to the Treasurer’s Office by:

Setting an example by conduct in regards to ethics, professionalism, Golden Rule,and basic church standards regardless of membership

Contributing to the successful overall performance of the Treasurer’s Office functions

Taking on projects as needed which benefit the whole office

Identifies and plans internal audits across financial departments to assess and improve controls, safeguards, and performance

Leads internal audits and directs work of some shared staff resources in the General Ledger area to help with execution of work

Presents results and makes recommendations for changes

Assists with external audit related documentation related to tax and compliance area, as needed

Oversees and coordinates externally performed tax work and performs in-house government compliance reporting

Works with an outside tax advisory firm to oversee work of federal and state tax returns for TMC & related entities (e.g., returns for unrelated business income (UBI) and foreign trust reporting) as well as the preparation of other types of filings

Filings include estimated payments, extensions, and annual reporting

Gathers and compiles information and calculates taxable income for UBI items as required

Coordinates with tax advisors to ensure timely reporting, and applies critical thinking skills in reviewing tax advisors’ work

Evaluates changing tax situations such as new income sources that may need reporting

Performs government compliance work and prepares filings and reporting (e.g., filings with Boston assessor’s office, US government census, worker’s compensation, and trust-related annual filings)

Interacts with government tax agencies on questions and issues

Leads effort to comply with sales tax requirements across US states and ensure sales tax exemption where available

Compiles sales tax information and prepares returns

Engages with interested parties and auditors to ensure compliance with federal and state requirements for churches and other charitable organizations

Supervisor: Controller

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