Department: Technology
Immediate Supervisor: Partner
FLSA Status: Exempt
Summary: The Financial Reporting Consultant performs needs analysis, software implementations, technical support, and training functions for client engagements.
Essential Duties and Responsibilities: Meet with clients to identify financial reporting and budgeting needsIdentify and develop reporting structures/hierarchies using XL Reporting or SQLDefine, develop, and roll out Financial Reporting and Budgeting Solutions using XL Reporter and ExcelDevelop dashboards for executive views of data, document processes, and train clients on new systems
Required Qualifications: Candidates must possess a BS/BA in Finance, Accounting or Information Systems. Some experience in Reporting, Financial Analysis, or Accounting is preferrable. Requires advanced skills in Microsoft Excel. Experience with VBA, SQL, Dynamics-GP, Dynamics-SOL or Microsoft Access a plus.
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.
Disclaimer:  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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