Castlerock Consulting

Shining Star Consulting is seeking a Nonprofit Tax Manager to support our nonprofit clients with Federal Form 990 and various State compliance reporting. Shining Star provides outsourced accounting services for 90+ nonprofit organizations. This is a part-time, fully remote position with flexible hours, reporting to our Director of Compliance. Compensation $55–$70/hour (SF Bay Area rate). Geographic adjustments apply for candidates outside the Bay Area. Primary Duties: 1. Client Relationship Management - Act as the primary point of contact for clients during the filing season. - Strengthen relationships with client leadership to position SSC as a trusted, long-term partner. - Maintain a high level of engagement during the tax preparation process. - Proactively identify client needs and collaborate to develop effective solutions to completing their filings. - Guide nonprofit boards and executive directors through the narrative sections of the 990 to ensure their "mission story" is told accurately. - Deliver high-quality 990 and related preparation and filing services to clients. - Resolve client issues and concerns in a timely and effective manner through constant communications. 2. 990 Preparation and Filings - Work with the Director of Compliance to set up the client engagement, including preparation of the engagement letter, schedule, information requests, and fees. - Manage the full lifecycle of IRS Form 990, 990-EZ, and 990-N filings and related State filings. - Collaborate with the client to obtain the information to timely file the Federal and State forms. - Review client financial statements (Balance Sheet, Income Statement, etc.) to accurately transpose data into tax software. - Prepare complex schedules, including Schedules A, B, D and O, and other schedules as needed, and ensure all disclosures meet IRS requirements. - Ensure the filing of the regulatory compliance forms meeting the schedule or deadlines. - Send our services invoice to the client and follow up on collections. 3. Other Filings - Support other nonprofit related compliance filings (e.g., 1023, 990-PF, 990-T, RRF-1, CA199 etc.) - Lead nonprofit dissolution compliance filings - Annual 1099 filings in January and beyond - Provide letters to Federal and State agencies regarding client fines and penalties, and other similar matters. 4. Regulatory Expertise - Maintain a deep, current understanding of IRS Form 990 instructions and changing tax laws affecting exempt organizations. - Monitor "red flag" areas such as unrelated business income (UBI), excess benefit transactions, and lobbying activities. 5. Tax and Compliance Resource - Provide nonprofit tax and compliance subject matter expertise to all of SSC - Respond to client queries regarding nonprofit regulatory compliance filings - Research specific state filing requirements - Help develop internal templates and workflows to improve filing efficiency General responsibilities as a Shining Star employee will include: - Represent Shining Star: Lead by example of upholding our company values, meeting goals and contributing to our mission. - Participate, lead and learn: Lead and engage in individual and team training and meetings. - Communicate effectively: Respond to company communications promptly. Qualifications Required Qualifications - 5+ years of tax compliance experience in Tax and Compliance, some of which must be in nonprofit returns. - Strong communication and organization skills. - Ability to manage multiple priorities and deadlines in a dynamic environment involving many clients. - EA, or working towards certification - Proficiency in tax software and systems including MS Word and Excel Preferred Qualifications - Nonprofit tax and accounting experience. - Degree in a relevant field (e.g., business administration, public administration, nonprofit management). - CPA or working towards certification, not required but helpful. - Proven track record of complete and timely compliance filings. Necessary Skills - A passion for nonprofit work and a commitment to social impact. - Excellent analytical and problem-solving skills. - Strong written and verbal communication and interpersonal skills with a focus on building relationships. with clients and engaging the Tax and Compliance Team and across all of SSC. Shining Star Benefits & Compensation - Competitive pay rate of $55-$70 per hour, depending on experience and home location. Geographic adjustments apply for candidates outside the Bay Area. - Medical, Dental, and Vision insurance for full-time employees and some part-time employees. - Short-term disability, Long-term disability, and Life insurance for full-time employees only. - All employees have access to SIMPLE IRA retirement savings plan with employer contribution. - PTO at a competitive accrual rate. Working at Shining Star: The goal of Shining Star Consulting (SSC) is to provide accounting and finance area support to nonprofit organizations in order to help them successfully carry out their missions. We offer a range of services including financial leadership, clarity, efficiency, and knowledge of finances, ongoing accounting support as well as Grants Management and 990 Filing services. Over time, we will work with the client organization to get their accounting records up to date and ensure the financial information is reliable and timely, and we help implement systems and processes to make the accounting more efficient and effective. The Shining Star Way - Why Our Employees Love Us! - High level of FLEXIBILITY! Our employees love the level of flexibility they are given with their work schedule and structure. - High level of AUTONOMY! Our employees love the opportunities we provide for them to grow and improve their skills with a perfect balance of support and autonomy. - Making an IMPACT! As a firm that works exclusively with nonprofits, you will be supporting organizations as they work to positively impact their communities. Equal Employment Opportunity Our organization is committed to equal opportunity and non-discrimination in all of our employment practices. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All employment decisions at our organization are based on business needs, job requirements, and individual qualifications, without regard to any protected status.

Tax Manager Company Overview The goal of Shining Star Consulting (SSC) is to provide accounting and finance area support to nonprofit organizations in order to help them successfully carry out their missions. We offer a range of services including financial leadership, clarity, efficiency, and knowledge of finances, ongoing accounting support as well as Grants Management and 990 Filing services. Over time, we will work with the client organization to get their accounting records up to date and ensure the financial information is reliable and timely, and we help implement systems and processes to make the accounting more efficient and effective. The Shining Star Way - Why Our Employees Love Us! - High level of FLEXIBILITY! Our employees love the level of flexibility they are given with their work schedule and structure. - High level of AUTONOMY! Our employees love the opportunities we provide for them to grow and improve their skills with a perfect balance of support and autonomy. - Making an IMPACT! As a firm that works exclusively with nonprofits, you will be supporting organizations as they work to positively impact their communities. The Shining Star Consulting Tax Manager spends their time performing client-facing work. This position reports to the Director of Compliance and will have varying responsibilities and workloads depending on client needs, employee experience and skill level, and agreed upon work hours. Position Summary Client-facing work may include: The focus is on IRS Tax Exempt rules and compliance, including responsibility for filing the Federal Form 990 and various State compliance reporting for nonprofit organizations of all different kinds and sizes. Most SSC Tax Clients are located in California, but could be located anywhere in the USA. Client Relationship Management: - Act as the primary point of contact for clients during the filing season. - Strengthen relationships with client leadership to position SSC as a trusted, long-term partner. - Maintain a high level of engagement during the tax preparation process. - Proactively identify client needs and collaborate to develop effective solutions to completing their filings. - Guide nonprofit boards and executive directors through the narrative sections of the 990 to ensure their "mission story" is told accurately. - Deliver high-quality 990 and related preparation and filing services to clients. - Resolve client issues and concerns in a timely and effective manner through constant communications. 990 Preparation and Filings: - Work with the Director of Compliance to set up the client engagement, including preparation of the engagement letter, schedule, information requests, and fees. - Manage the full lifecycle of IRS Form 990, 990-EZ, and 990-N filings and related State filings. - Collaborate with the client to obtain the information to timely file the Federal and State forms. - Review client financial statements (Balance Sheet, Income Statement, etc.) to accurately transpose data into tax software. - Prepare complex schedules, including Schedules A, B, D and O, and other schedules as needed, and ensure all disclosures meet IRS requirements. - Ensure the filing of the regulatory compliance forms meeting the schedule or deadlines. - Send our services invoice to the client and follow up on collections. Other Filings - Support other nonprofit related compliance filings (e.g., 1023, 990-PF, 990-T, RRF-1, CA199 etc.) - Lead nonprofit dissolution compliance filings - Annual 1099 filings in January and beyond - Provide letters to Federal and State agencies regarding client fines and penalties, and other similar matters. Regulatory Expertise - Maintain a deep, current understanding of IRS Form 990 instructions and changing tax laws affecting exempt organizations. - Monitor "red flag" areas such as unrelated business income (UBI), excess benefit transactions, and lobbying activities. Tax and Compliance Resource - Provide nonprofit tax and compliance subject matter expertise to all of SSC - Respond to client queries regarding nonprofit regulatory compliance filings - Research specific state filing requirements - Help develop internal templates and workflows to improve filing efficiency General responsibilities as a Shining Star employee will include: - Represent Shining Star: Lead by example of upholding our company values, meeting goals and contributing to our mission. - Participate, lead and learn: Lead and engage in individual and team training and meetings. - Communicate effectively: Respond to company communications promptly. Qualifications Required Qualifications - 5+ years of tax compliance experience in Tax and Compliance, some of which must be in nonprofit returns. - Strong communication and organization skills. - Ability to manage multiple priorities and deadlines in a dynamic environment involving many clients. - EA, or working towards certification - Proficiency in tax software and systems including MS Word and Excel Preferred Qualifications - Nonprofit tax and accounting experience. - Degree in a relevant field (e.g., business administration, public administration, nonprofit management). - CPA or working towards certification, not required but helpful. - Proven track record of complete and timely compliance filings. Necessary Skills - A passion for nonprofit work and a commitment to social impact. - Excellent analytical and problem-solving skills. - Strong written and verbal communication and interpersonal skills with a focus on building relationships. with clients and engaging the Tax and Compliance Team and across all of SSC. Benefits & Compensation - Competitive pay rate of $55-$70 per hour, depending on experience and home location. - Medical, Dental, and Vision insurance for full-time employees and some part-time employees. - Short-term disability, Long-term disability, and Life insurance for full-time employees only. - All employees have access to SIMPLE IRA retirement savings plan with employer contribution. - PTO at a competitive accrual rate. Equal Opportunity Statement: Our organization is committed to equal opportunity and non-discrimination in all of our employment practices. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All employment decisions at our organization are based on business needs, job requirements, and individual qualifications, without regard to any protected status.

If you are experienced in non-profit accounting, and looking for the perfect blend of stable work and flexible hours, this is the job for you! Shining Star Consulting (SSC) is seeking an experienced Controller with at least 4 years experience in nonprofit accounting. Must have hands-on experience in nonprofit accounting, and be comfortable managing mutliple clients/projects/deadlines.This is a fully remote position, and work days/times are flexible. Pay rate is $50 - $65/hour, depending on qualifications & location. SSC provides outsourced accounting for nonprofit organizations. As a Controller, you will part-time (not temporary) Controller-level support for one or more nonprofit clients. Clients typically are <$3M revenue with relatively uncomplicated sources of income. This position reports to a Senior Director of Finance & Accounting at SSC. Summary of Key Responsibilities: - Client Relationship Management. Build and maintain strong client relationships. Proactively identify and address client needs. Ensure timely and high-quality communication and delivery of services. Collaborate with client's internal functions. Act as main point of contact for client queries, issues, and recommendations. - Financial Leadership. Analyze financial performance and identify trends. Support financial planning, budgeting, and forecasting processes. Develop and implement financial strategies. - Financial Operations. Manage day-to-day accounting operations, incl. AP/AR, Payroll, GL, and grants accounting. Ensure timely and accurate reporting, including monthly, quarterly, and annual statements. Implement and maintain robust internal controls. Drive process improvement initiatives. - Team Leadership. Supervise and coach internal teams to meet client needs. Foster a positive and collaborative team culture. Monitor team performance, and ensure timely/accurate deliverables and procedures. Manage interpersonal dynamics and assure customer experience. Provide backup as-needed during bookkeepr/accountant absences. Qualifications: - 4+ years of accounting experience, including managing accounting functions. - Must have demonstrated knowledge and experience with nonprofit-specific financial management, analysis, and principles. - Demonstrated knowledge and experience with grant rules and compliance requirements. - Experience with accounting systems in a nonprofit environment (QBO, Intacct, NetSuite, Blackbaud, Xero, etc.) - Demonstrated experience successfully supervising people and teams. - Excellent interpersonal and communciation skills to build strong working relationships with clients and colleagues. - Excellent analytic and problem solving; organization and attention to detail. Ability to manage multiple priorities and reliably meet deadlines. - Skilled in Excel, Google Sheets ang Google Workspace - Ability to rapidly learn and use new technology. Preferred qualifications: - Bachelor's degree in Accounting, Business Administration, or related field preferred. - Experience selecting, implementing and integrating accounting software (Bill, Ramp, Divvy, Shopify, etc.) - Experience in financial compliance for nonprofits. - Experience in tax or other finance/accounting areas. About Us Shining Star Consulting provides outsourced finance and accounting services to a steadily growing client base of over seventy nonprofit organizations, primarily in California. At Shining Star Consulting, you will be part of a small Finance/Accounting team serving one or more nonprofit organizations. Shining Star's staff enjoy highly flexible work schedules, with the opportunity to commit to more/fewer hours depending on the number of nonprofit clients they want to support. Health insurance benefits are available for those working at least 20 hours/week. Benefits include 3% IRA contribution. Shining Star employees enjoy: - FLEXIBILITY. Our employees love the level of flexibility they are given with their work schedule and structure. - AUTONOMY. Our employees love the opportunities we provide for them to grow and improve their skills with a perfect balance of support and autonomy. - IMPACT. As a firm that works exclusively with nonprofits, you will be supporting organizations as they work to positively impact their communities Shining Star is committed to equal opportunity and non-discrimination in all of our employment practices. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All employment decisions at our organization are based on business needs, job requirements, and individual qualifications, without regard to any protected status.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Are you an experienced non-profit Grants Manager who wants to use your accounting/administrative expertise in a remote, flexible, part-time capacity? This may be the ideal role for you! Note, this is not a fundraising or grant-writing position. Shining Star Consulting (SSC) provides outsourced accounting services exclusively to nonprofit organizations. In this role, you will provide grant-related accounting support (accounting, tracking, reporting) to one or more nonprofit organizations who are clients of SSC. Flexible scheduling, from 10-25 hours/week. Health insurance is available at 20 hours/week. Compensation is $50-$65/hour, depending on experience and location. As a Grants Manager, you will spend the majority of your time - approximately 90% - on client-based work. You will report to our Senior Director of Grants Management. Responsibilities and workload will vary depending on client needs, employee experience and skill level, and agreed upon work hours. Essential Duties: - Build relationships and understand needs: Develop strong client relationships and understand their grant management needs. Proactively identify and solve issues. - Manage grant finances: Develop and maintain a clear picture of the organization’s grant revenues and expenses. Stay up to date with government grant regulations to ensure compliance. - Collaborate: Work closely with finance and accounting teams to ensure seamless grant management for our clients. - Stakeholder engagement: Clearly communicate with accounting teams and clients to ensure alignment between finance, program, and development. Train client staff as needed. - Systems development: Work closely with development, program, and finance teams to ensure accounting system generates data needed for funders and internal reporting/decision making. - Invoicing and Financial Reports: Manage reporting and invoicing for grants and contracts. - Grant Budget to Actuals: Provide monthly or quarterly budget to actual reports across all organizational grants. - Develop budgets: Work with programs and management to create grant budgets and support the overall organizational budget. Identify funding gaps as needed. - Revenue Recognition Review: Review grant agreements and properly record revenue (restrictions and conditions). - Process improvements: Review client current practices, recommend improvements, and develop SOPs for efficiency and compliance. - Cost Allocations: Develop cost allocation methodology and/or manage regular payroll and shared cost allocations. - Ensure compliance: Review contracts and organization’s policies and procedures to ensure they follow funder requirements. General responsibilities as a Shining Star employee include: - Represent Shining Star: Uphold our company values and contribute to our mission. - Participate and learn: Engage in individual and team training and meetings. - Communicate effectively: Respond to company communications promptly. - Stay current: Keep your nonprofit accounting skills and knowledge up-to-date. Qualifications - 3+ years of experience in grants management. - Basic understanding of nonprofit financial accounting and fund accounting. - Knowledge of federal grant rules and compliance requirements. - Experience working within accounting systems such as Quickbooks Online, SageIntacct, etc. - Skilled in Microsoft Excel, Google Sheets, and Google Workspace. - Ability to learn and use new technology. - Strong written and verbal communication skills. - Ability to pay attention to detail and use that information to make big-picture decisions. - Proven ability to manage budgets and financial reports. - Strong customer service skills and ability to work well with program staff and funders. Preferred Qualifications - Bachelor of Science degree in Business Administration, Accounting or related field. - Knowledge of nonprofit-specific financial management, analysis, and principles. - Experience developing procedures and policies. Company Description Shining Star is an Equal Opportunity Employer. Note: Castlerock is the exclusive recruiting partner for Shining Star Consulting.