Exempt organization – Associates

Overview

Support tax consulting and advising engagements focused on exempt organization matters, including planning, compliance and technical research, within PwC's Tax Services group and Global Mobility Services network.

What you'll do

• Support tax consulting and advising engagements focused on exempt organization matters, including planning, compliance, and technical research
• Gather and organize facts from client records, tax documents, and other source materials to support issue analysis and deliverable preparation
• Prepare draft memoranda, summaries, schedules, and technical materials for review by senior team members
• Assist with tax law and policy research across federal exempt organization rules, filing requirements, and compliance topics
• Analyze financial data and organizational information to help identify tax reporting issues and support client recommendations
• Coordinate document management tasks and track work items to keep engagement files organized and current
• Apply learning mindset and feedback to build technical skills in tax consulting, advisory work, and professional standards
• Communicate progress, questions, and findings clearly to support team priorities and client deadlines

What you'll need

• Form 990 preparation and review
• Understanding of Form 990-N, 990-EZ, 990 and 990-PF
• Public charity status and public support testing
• Working knowledge of key schedules, especially Schedules A, B and C
• Understanding of revenue, expenses, assets and functional expense reporting
• Knowledge of governance, compensation and related-party disclosures
• Awareness of UBIT / Form 990-T
• Ability to interpret financial statements and trial balances
• Strong Excel and tax documentation/reconciliation skills

Nice to have

• End-to-end Form 990 expertise: hands-on experience preparing and reviewing Form 990 and applicable schedules
• Strong exempt organization knowledge: ability to navigate public charity status, public support tests, governance, compensation, and compliance requirements
• Analytical mindset: able to reconcile financial statements and trial balances to Form 990 and identify reporting inconsistencies
• Beyond compliance: understands how Form 990 impacts an organization's transparency, governance, and public reputation
• Technology-driven approach: uses advanced Excel, automation, and AI-enabled tools to improve accuracy and efficiency