Tax Analyst, Investment Office

About the role

The Department F&A FIN - Tax Accounting supports the University of Chicago's academic and research excellence by providing tax services and support. This role reports to the Tax Manager in Financial Services and is based in the University’s Investment Office.

Responsibilities

• Maintains and updates the tax basis of all investments across the portfolio, tracking capital contributions, distributions, and adjustments.
• Serves as the University's primary point of contact with external fund managers, fund administrators, and tax advisors for gathering and analyzing tax data.
• Prepares international informational filings related to the investment portfolio, including Forms 5471, 8865, 8858, 926, and 8621.
• Conducts Subpart F income and GILTI calculations.
• Prepares schedules, workpapers, and supporting documentation that feed into the Form 990-T.
• Works with the Tax Manager and external tax preparers during the filing process.
• Assists with other investment-related tax compliance as assigned.

Requirements

Minimum requirements include a college or university degree in related field and 2-5 years of work experience in a related job discipline. Preferred qualifications include a Master’s degree in accounting, taxation, or MBA with a concentration in accounting, at least two years of professional experience in tax compliance, public accounting, or in an in-house tax department, previous work in a university, endowment, or institutional investment environment, and experience with alternative investments and endowment-related tax matters.

Qualifications

Education: Minimum requirements include a college or university degree in related field. Preferred qualifications include a Master’s degree in accounting, taxation, or MBA with a concentration in accounting.

Skills

Exposure to alternative investments and endowment-related tax matters. Understanding of alternative investments and K-1 analysis. Familiarity with UBTI concepts, Form 990-T, or Form 4720. Exposure to international informational filings (Forms 5471, 8865, 8858, 926, 8621) and Subpart F or GILTI calculations. Familiarity with UBTI rules, the siloing rules and related NOL tracking, and the NII excise tax. Strong proficiency with Excel.

Benefits

The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off. Information about the benefit offerings can be found in the Benefits Guidebook.