What are the responsibilities and job description for the Tax and Compliance Program manager/ Analyst position at PTR Global?
Position Summary
- The individual is responsible for ensuring client We Care remains in good legal regulatory and financial standing while supporting effective governance and day-to-day operations.
- This role owns nonprofit compliance filings vendor oversight and operational coordination and serves as a key liaison between the Board of Directors third-party service providers and client
- This is a hands-on independent role suited for an experienced nonprofit professional with strong judgment attention to detail and comfort operating as the operational backbone of a small but highly regulated organization. Workload may vary throughout the year based on regulatory filing deadlines board meetings and fundraising events.
- This position is Hybrid Willis Tower
Key Responsibilities
Core Responsibilities
- Nonprofit Compliance Legal Operations
- Ensure ongoing compliance with federal and state nonprofit laws and regulations
- Prepare manage and file required documentation with the IRS and State of Illinois including annual filings and registrations
- Coordinate preparation and submission of IRS Form 990 and related schedules
- Maintain records governing documents policies and compliance calendars including bylaws board resolutions and governance documentation
- Maintain charitable registration and required filings with applicable state authorities
- Maintain and manage an annual compliance calendar to ensure all regulatory and governance deadlines are met
- Monitor regulatory changes that may impact nonprofit operations and advise the Board as needed
- Coordinate with legal counsel accountants and auditors or other similar parties
- Support annual audits and ensure timely resolution of findings
Financial Administration Controls
- Maintain accurate financial records and oversee bookkeeping activities using tools such as QuickBooks
- Manage bank accounts payments and financial processes within Board-approved controls
- Ensure appropriate financial controls and documentation are maintained for all financial transactions
- Prepare financial summaries and reports for the Board of Directors
- Support budgeting forecasting and cash flow tracking
Governance Board Support
- Schedule and coordinate Board and committee meetings
- Prepare agendas materials minutes and follow-up action items
- Support governance best practices and Board compliance obligations
- Ensure proper documentation of Board decisions and approvals
Vendor Program Oversight
- Manage relationships with third-party vendors supporting grant administration and disbursements
- Monitor vendor performance contracts and compliance with agreed-upon processes
Fundraising Operations
- Support operational execution of the organizations fundraising activities and events
- Coordinate with vendors and Board members to ensure smooth execution of fundraising initiatives
- Ensure accurate financial reporting of fundraising activities
Salary : $40 - $42