The Annual Report and Tax Filing Director

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Position Overview:

The Annual Report and Tax Filing Director will assist the nonprofit foundation with preparing and submitting required annual reports and tax documents, including the IRS Form 990 and any state-specific filings. This role is critical for maintaining the foundation's compliance with state and federal regulations.

• Annual Report Filing:

  • Prepare and submit the foundation’s annual report to the state regulatory agency.

  • Gather financial data and relevant documentation needed for accurate reporting.

  • Track filing deadlines and ensure timely submission.

• Tax Filing:

  • Assist in preparing and filing the IRS Form 990-N or 990-EZ (as applicable).

  • Work with the Treasurer to compile income, donation, and expense data.

  • Maintain accurate records of submitted documents and official correspondence.

• Compliance and Documentation:

  • Monitor filing requirements and updates from the IRS and state authorities.

  • Maintain a checklist of compliance obligations and their respective deadlines.

  • Keep organized records of filed reports and tax returns.

• Collaboration and Communication:

  • Coordinate with the Treasurer and Board members to gather necessary information.

  • Provide updates on filing progress and alert the team of any challenges or delays.

• Basic understanding of nonprofit compliance and IRS tax forms (training can be provided).

• Strong organizational skills and attention to detail.

• Proficiency with spreadsheets and document management.

• Ability to work independently and meet deadlines.

• Experience with nonprofit accounting or tax filing (preferred but not required).

• Gain experience in nonprofit financial management and compliance.

• Contribute to a meaningful cause supporting research and advocacy.

• Flexible, remote-friendly position with minimal time commitment.