Job description

Background on The Lucky Foundation The Lucky Foundation, a 501(c)(3) Non-Profit Public Benefit Corporation who was founded to honor the fallen, empower communities, and preserve the legacy of service, is seeking volunteer leaders to join its dynamic Advisory Board Committee. Honoring our fallen heroes, both those who have served and those who protect our local communities, is a vital act of remembrance and gratitude. It is our duty to recognize their sacrifices, not only at a national level but also within our local communities and at a personal level. Community involvement has a crucial role in honoring our heroes. It allows us to collectively express our appreciation and uphold the values our heroes embodied. Moreover, it enables families to pass down the legacy of their loved ones, instilling in younger generations the importance of patriotism, integrity, and selflessness. Numerous ways exist to honor our heroes, their families, and their sacrifices. Through volunteering, donating, or simply expressing our gratitude, we can individually contribute to preserving their memory and upholding the ideals they fought for. These acts of remembrance serve as a reminder of the unwavering commitment and bravery of those who have given so much to safeguard our freedoms and protect our communities. Unite with us in honoring our fallen heroes. The Lucky Foundation is seeking a finance expert to join our Advisory Committee as the Certified Public Accountant (CPA). Job Summary The Lucky Foundation is seeking a Certified Public Accountant (CPA) to join our Advisory Committee as a Tax Accountant working hand in hand with the Chief Financial Officer. The Tax Accountant will be part of the Executive Advisory Committee, a position which comes with more responsibilities than joining as a member. The Tax Accountant position will be responsible for filing the Foundation’s taxes appropriately while following legal guidelines and obtaining the maximum possible tax return. Duties include collecting tax forms and tracking appropriate paperwork, identifying potential tax credits, and producing tax reports. Responsibilities WHAT YOU'LL BRING: • Collaborative working style to build strong relationships with other board and committee members • Experience with coordinating projects and timelines • Excellent problem-solving skills with the ability to analyze situations, identify existing or potential opportunities and recommend solutions • Drive to continuously improve processes and the quality and impact of the team’s work and output • Ability to think quickly, resolve problems, and multi-task across numerous projects • Excellent verbal and written communication • Attention to detail • Strong financial skills DUTIES: • Prepare tax provisions schedules, returns, payments, reports and maintain a company’s tax database • Find tax solutions to complicated tax issues or errors from incorrect tax filings • Identify legal tax savings and recommend ways to improve profits • Make sure that clients comply with federal, state, and local tax regulations • Advise management about the impact of tax liabilities and corporate strategies or new tax laws • Coordinate outsourced tax preparation work • Accurately prepare quarterly and annual tax reports • Keep up to date with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications • All other duties and responsibilities as needed. Required Skills/Abilities • Attend board meetings monthly • Proficiency with Google and or Microsoft suite tools (google docs, google slides, google sheets, Excel, OneNote, Outlook, etc.) • CPA license or candidate (preferred) • Minimum of 5 years of experience in public accounting • Act as an advocate and ambassador for The Lucky Foundation PREFERRED REQUIREMENTS: • Previous non-profit board experience • Expertise in bookkeeping and using QuickBooks or Wave Accounting platforms • Experience with fundraising CRM and donor management software (Network for Good, Kindful, DonorPerfect, etc.) • Management experience Thank you for your interest! The Lucky Foundation™ - Let United Compassion Keep You℠ The Lucky Foundation is proud to be an Equal Employment Opportunity employer that is committed to a diverse and inclusive workforce. The Lucky Foundation will not discriminate based on race, color, ancestry, national origin, religion, creed, age, disability (mental and physical), sex, gender (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity, gender expression, medical condition, genetic information, marital status, military or veteran status, or any other status protected under federal, state, or local law.

Requirements

Must-haves

Background on The Lucky Foundation
The Lucky Foundation is seeking a finance expert to join our Advisory Committee as the Certified Public Accountant (CPA).
Collaborative working style to build strong relationships with other board and committee members
Experience with coordinating projects and timelines
Excellent problem-solving skills with the ability to analyze situations, identify existing or potential opportunities and recommend solutions
Drive to continuously improve processes and the quality and impact of the team’s work and output
Ability to think quickly, resolve problems, and multi-task across numerous projects
Excellent verbal and written communication
Attention to detail
Strong financial skills
Prepare tax provisions schedules, returns, payments, reports and maintain a company’s tax database
Find tax solutions to complicated tax issues or errors from incorrect tax filings
Identify legal tax savings and recommend ways to improve profits
Make sure that clients comply with federal, state, and local tax regulations
Advise management about the impact of tax liabilities and corporate strategies or new tax laws
Coordinate outsourced tax preparation work
Accurately prepare quarterly and annual tax reports

Nice-to-haves

CPA license or candidate (preferred)
Previous non-profit board experience
Expertise in bookkeeping and using QuickBooks or Wave Accounting platforms
Experience with fundraising CRM and donor management software (Network for Good, Kindful, DonorPerfect, etc.)
Management experience
Thank you for your interest!
The Lucky Foundation™ - Let United Compassion Keep You℠

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Effort: medium

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