Associate Director, Tax-Hybrid Schedule

Responsibilities

• Facilitate all aspects of the annual University Form 990 filing, the annual filings of University affiliates, international hiring committee coordination Form 4720 filing, and related net investment income and excess executive compensation excise tax computation.
• Assist with the Form 990-T filing.
• Provide general tax return compliance support.
• Contribute to the development of tax related procedures, training, and informational material.
• Research and remain informed about new University initiatives and changing laws that impact not-for-profit organizations and the higher education sector.
• Develop and implement approaches to monitor processes to ensure continued tax compliance throughout the University.
• Conduct periodic in-house reviews of various procedures or processes to ensure ongoing compliance with tax-related regulations.
• Make recommendations to the Executive Director, Tax, Controller, or other senior management to enhance and reinforce compliance.

Requirements

• Bachelor’s degree in Accounting or Finance with a minimum of five to seven years related experience and at least 2 years experience with exempt organization taxation required.
• Advanced degree in an applicable field and/or CPA desirable.
• Experience in public accounting, higher education, or non-profit preferred.
• PeopleSoft or other ERP experience a plus.
• Strong proficiency in Microsoft Office (Word, Excel) required.
• Experience using tax return preparation software preferred.
• Detail-oriented with strong organizational and problem-solving skills, and able to manage and meet deadlines.
• Excellent research, analytical, critical thinking, interpersonal, oral, and written communication skills.
• Passion for excellent customer service and commitment to exceptional quality.