Senior Manager, Tax and Reporting

Support the work of the Finance Director and Controller with a specific emphasis on tax and audit related projects.

Duties and Responsibilities

• Responsible for pulling together data for the preparation of the Form 990's for HWZOA, HMRA, and Hadassah Foundation and HWZOA, including the preparation of a monthly schedule of contributions by donor name and reconciliations
• Review and prepare journal entries to upload quarterly reports from Geographic Areas.
• Prepare annual report of Foreign Bank and Financial Accounts
• Answer requests for financial information for State Charitable Registration forms as well as outside reporting agencies (i.e. - Forbes, Crains, Non-Profit Times, etc.)
• Keep track of Foreign Expenses for Form 990.
• Act as liaison between HMO, vendors, and freight forwarder for purchasing equipment and supplies.
• Responsible for quarterly reporting to U.S. Gov't, Agency for International Development.
• Perform activities related to year end audits, including:
• Prepare variance analysis, current year expenses to prior year.
• Handle fringe benefit allocations.
• Upload trial balances to system from HMO, HOI and Had Int'l Israel.
• Make various footnotes to Financial Statements (HMO, Net Assets)
• Special projects year end audit
• Update quarterly endowment activity in endowment manager software. Run allocation of investment income and spending rate calculations.
• Serve as backup support for recording investment activity
• Serve as backup support for approving and releasing wire transfers and ACH transfers in JPMorgan Access including Security Administration responsibilities
• Provide monthly reports for reconciliation of outgoing wires/ACH transfers
• Other duties as required.

Required Knowledge, Education, Experience

• BS or BA in Accounting or Finance with minimum of 5+ years of related job experience
• Familiarity with Form 990 and other key finance reports.
• Familiarity with reporting software. Facility creating and auditing reports.
• Excellent Excel skills, Proficient in Microsoft Office Suite.

Required Skills

• Excellent communication skills
• Strong quantitative skills and attention to detail.
• Problem solving ability.