Department: Outsourced Accounting Services
Immediate Supervisor: Senior or Supervising Senior Accountant
FLSA Status: Exempt
Summary: The Intern is responsible for assisting with the processing of client accounting data while ensuring proper internal controls over client assets, and aiding staff accountants with timely collection of receivables and payment of obligations.
Essential Duties and Responsibilities: After receiving invoices from client, verify expense account coding and amounts, enter into Great Plains, and print and send checks to client.After receiving Checks and paper work via courier, verify cash log, prepare and make the deposit(s)Record all deposits and transfers into Great Plains.

Updates Cash Report for all active accounts.

Enters contribution information into ACCESS when contribution deposits are sent.

Process invoices in Great Plains and print checks as requested by client.

Enter credit card transactions. Update credit card reports.

Investigate any transaction inquires that client might have.

Send 1099-Misc form to qualifying vendors which were contracted by our clients.

Filing, copying, printing, etc.

Assisting other staff with special projects

Required Qualifications:
Accounting majors with a service mentality and a basic understanding of accounting debits and credits. Ability to work independently on assignments and address issues or questions with engagement in-charge. Strong time management, organizational abilities, attention to detail, communication, and interpersonal skills are required.

Computer Skills:
To perform this job successfully, an individual should have knowledge and experience working with Microsoft Excel and other Microsoft Office applications.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This description is intended to provide an overview of the responsibilities and duties of the position. It is not all-inclusive. The incumbent in this position will be expected to perform other duties as required. The responsibilities may change over time. This description is provided for informational purposes only and does not form the basis of a contract. Tate & Tryon is an at-will employer.


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Tax-Exempt Organizations and 2017 Tax Reform

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Dear Friends in the Tax-Exempt Community:
Below is a brief overview of the key tax reform proposals relating to tax-exempt organizations. As you know, Congress is currently putting together legislation to effect significant tax reform with a timeline of having it enacted this year. Although Congress is still negotiating, the following reform proposals may impact your […]

Royalty Income of Nonprofits is Being Targeted for Taxation!

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The Senate Finance Committee’s version of the Tax Cuts and Jobs Act includes a number of items that would impact nonprofits.
Perhaps the most immediately significant is the provision that would call for taxing the revenue generated from royalties related to licensing a nonprofit’s name and/or logo. Royalty revenue has traditionally been exempt from income taxes. […]

How Could Federal Tax Reform Impact Nonprofits?

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Exempt Organization Tax11/17/2017


By:  Doug Boedeker, CPA, Partner
It has been a challenge staying current on the twists and turns involved with the proposals for Federal Tax Reform. Many of the ideas within the tax reform package have a direct impact on nonprofit organizations.
Charitable deductions, executive compensation, employee fringe benefits, and intermediate sanctions are just some of the “hot […]

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