Finance & Information Specialist
- Collect, process, and ensure payment of property taxes for each trade land. They will identify and resolve tax-related items such as exemptions, supplemental taxes, and various impacts of ownership changes.
- Provide informational tracking for each type of trade land acquisition (Outright, Devise, Unitrust, Contingent Gift Annuity, Retained Life Estate, etc.) to ensure reliable asset management on behalf of donors and organization.
- Request reimbursements related to trade lands from external parties including trust custodians using external systems.
- Write and disseminate transaction summary reports to development and business unit staff.
- Acts as a point of contact between donors, fundraisers, and TNC's Real Estate Gifts team, managing and supplying information on the real estate gift program
- Create invoices needed for payment to vendors.
- Assist with corporate file closing & archiving processes
- Ensure the Biennial Review process is followed
- Maintain up-to-date procedure manuals.
- Complete and mail out IRS 8282 form to living donors for donated trade lands sold within three years of certain gifts.
- Provide backup support to Real Estate Gifts team where necessary and may provide support to other Gift Planning staff as needed.
- Bachelor's degree in Finance, Accounting, Business Administration or related field and 3 years' related experience or equivalent combination.
- Experience with accounting/financial issues and analysis.
- Experience using accounting and financial reporting systems.
- Technical experience with spreadsheet programs and financial management tools.
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