Vice President Tax Management & Compliance

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate. Must preserve all substantive info. We need to parse the description. First part: Department: Corporate Finance Job Type: Regular Full Time Education Level: BA/BS Required Years Experience: 15 Then description paragraphs about CPG, mission, role. We need to create sections. "About the role": could be the introductory description of the role (the paragraph after mission). Provide summary. "Responsibilities": list of essential duties and responsibilities (the bullet list after "ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.") We need to convert each duty into

. Must preserve all details. "Requirements": maybe the qualifications list? Actually there is a "Qualifications" section later. Also there is "EDUCATION and/or EXPERIENCE:" and "Physical Demands", "Work Environment". We need to decide sections. We have "Qualifications" heading in source: "Qualifications To perform this job successfully..." then bullet list of requirements. Then "EDUCATION and/or EXPERIENCE:" etc. Then "Physical Demands", "Work Environment". Then "Salary Range: $220,000 - $255,000". Then benefits description. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not create sections with filler. So we need to map content. - About the role: intro paragraph(s) describing role, mission, etc. - Responsibilities: list of essential duties. - Requirements: maybe the "Qualifications" bullet list? Actually the source has a "Qualifications" heading then bullet list of requirements (significant involvement..., experience..., etc). Then after that there is "EDUCATION and/or EXPERIENCE:" which could be considered part of Qualifications or separate. But we have both Requirements and Qualifications sections; we need to decide what goes where. Typically Requirements = mandatory qualifications (education, experience). Qualifications = preferred or additional skills. But we can split: Requirements: Education and/or Experience (BA/BS, CPA, 15+ years, managerial experience). Qualifications: the bullet list of skills/experience (significant involvement..., etc). Skills: maybe the list of skills like strong written/verbal communication, critical thinking, people management, proficiency with MS Office. Benefits: the benefits description. Pay: salary range. Schedule: work environment (hybrid Tue-Thu, remote Mon/Fri). Also maybe Physical Demands could be omitted? Not required section. We must not create sections with placeholder like "commensurate with experience". We have actual content. Let's extract. About the role: The paragraph after mission: "The VP, Tax Management & Compliance assist the Vice President and Senior Vice President of Tax Management & Compliance (“VP” and “SVP”) regarding all tax functions of The Church Pension Fund and its affiliates (collectively, “CPG”). This includes tax planning, research, and day-to-day compliance, both within the United States and globally, in an effort to maintain tax compliance of the organizations. In addition, this includes addressing non-tax compliance matters that arise from within the Corporate Finance department and working with other CPG compliance coordinators to document and resolve compliance events and communicating the outcomes. Also, expected to serve as the backup for the VP and SVP Tax Management & Compliance when the VP and SVP Tax Management & Compliance are unavailable." We could also include earlier description of CPG mission? Might be considered about the role? The description of CPG is background; could be part of About the role. We'll include that as part of About the role. Thus About the role: combine CPG description and role description. Responsibilities: list each duty after "ESSENTIAL DUTIES AND RESPONSIBILITIES include the following." We need to capture each bullet (they are separated by line breaks starting with a capital letter). Let's extract them: 1. Operate as a technical resource to the various business / corporate units within CPG including Corporate Finance, Business Compliance, Human Resources, Benefits Policy, and Legal, by continually adding value to resolve tax issues, maintain tax compliance, minimize tax liabilities, and make recommendations to ensure compliance across CPG 2. Advise as a subject matter expert pertaining to federal and state employment tax matters for CPG’s employees, including but not limited to: state income taxation of all hybrid and remote employees, state unemployment insurance, FICA taxation for deferred compensation arrangements, imputed income tax reporting for various employer provided benefits, tax reporting of imputed income for the personal use of company vehicles, tax reporting for compensation to members of the clergy, and Hong Kong tax compliance and reporting obligations associated with compensation and benefits paid to employees in the Hong Kong office as well as United States based employees working in Hong Kong 3. Advise as a subject matter expert pertaining to tax reporting and income tax withholding matters for both U.S. Persons and Non-U.S. Persons related to retirement benefits (qualified and nonqualified defined benefit pension plans, defined contribution plans, and other benefit plans), qualified / nonqualified annuities, life insurance, other death benefits, and fully-insured and self-funded disability benefits paid to clergy and lay members as well as beneficiaries 4. Collaborate with the business and corporate units who are responsible for the administration of benefit programs for members of The Episcopal Church, such as assisting with their annual review of Puerto Rico tax forms (Form 480.7C) issued by Northern Trust to Puerto Rico clergy members, lay members and beneficiaries as well as the annual clergy housing allowance election process for the clergy members of the Diocese of Puerto Rico 5. Collaborate with business compliance, communications, legal, as well as business and corporate units to annually update to the Episcopal Employer Tax Reporting Guide and Episcopal Clergy Tax Guide and annually update the income tax withholding forms for retirement / death packages provided to members and their beneficiaries 6. Collaborate with various business and corporate units to ensure gathering of appropriate tax documents from nonresident aliens to determine the appropriate tax reporting and correct amount of United States income tax to be withheld from payments 7. Responsible for the annual calculation of the federal excise tax under Internal Revenue Code Section 4960 ensuring the accuracy and timely filing of Form 4720 8. Responsible for the tax reporting process of informational tax forms to ensure accurate and timely filing as well as accurate and timely deposits of taxes withheld to federal and state taxing authorities, including but not limited to Form 1099 / Form 1042, Form W-2 / Form 941, Form 1094 / Form 1095, Form W-9 / Form W-8 9. Responsible for managing the completion of the annual Form 720, Quarterly Federal Excise Tax Return, for the Episcopal Church Clergy and Employees’ Benefit Trust (VEBA) and executing the payment to the Internal Revenue Service for the Patient Centered Outcomes Research Institute (PCORI) fee 10. Responsible for annually renewing New York City real property tax exemption for CPG properties 11. Daily monitoring of federal and state tax updates, as well as international tax updates, including prospective tax legislation that may impact CPG. Advise respective business and corporate units on changes (as well as potential changes) to federal and state tax laws and regulations including the impact on operations and recommend modifications to procedures or operations in response to such changes and participate in any implementation 12. Responsible for resolving compliance inquiries and examinations from the United States Department of Treasury and state taxing authorities, as well as from international regulatory authorities including working with external advisors and responding in both written and oral communication with such taxing authorities and resolving such matters in the most cost-effective manner 13. Responsible for developing, maintaining, and updating policies & procedures for all CPG tax functions to ensure compliance with industry and government regulations 14. Develop and review annual enterprise tax risk assessments and recognize areas where Corporate Finance might be vulnerable to non-compliance including but not limited to: identify compliance gaps and collaborate with various members of the organization to mitigate risk and follow through to ensure compliance including building cross-functional relationships to promote compliance awareness throughout the organization 15. Lead, mentor, and develop a high-performing tax team while fostering collaboration with various Business and Corporate Units and managing business relationships with external tax preparers and consultants both domestically and internationally 16. Managing business relationships with external tax advisors and consultants, both domestically and internationally, as well as effectively communicating (both written and orally) with all CPG employees, including the Executive Leadership Team, fellow officers of the organization and external legal counsel, tax advisors, and consultants. 17. Ability to analyze, interpret, and apply critical thinking to assess risk and make sound business decisions as well as assisting the SVP of Tax Management & Compliance with any enterprise projects or initiatives. 18. Effective performance of the essential functions of this position requires regular in-person, on-site interaction with colleagues, both for purposes of relationship building and meaningful collaboration Note: Some of these are more like skills (e.g., ability to analyze...). But they are listed under essential duties. We'll keep them as responsibilities. Now Requirements: Education and/or Experience: BA/BS in Accounting or related field required; CPA is required; Minimum of 15+ years of tax experience with a major public accounting firm or corporate tax department; Managerial or Team Lead experience required. We could also include "Education Level: BA/BS" etc but that's covered. Qualifications: The bullet list under "Qualifications" heading: "Significant involvement with large tax compliance engagements for complex organizations at a major public accounting firm Experience with tax issues relating to employee benefit plans Experience with international individual and corporate taxation Experience with tax issues affecting non-profit organizations Experience with compliance issues relating to payroll and unclaimed property Experience performing as a subject matter expert for multiple corporate departments (finance, legal, investments, human resources, compliance, etc.) as well as managing relationships with external tax advisors Ability to self-manage Superior organizational skills Experienced in both tax preparation and tax review Strong written and verbal communication skills and interpersonal skills - ability to effectively communicate with senior management as well as with external counsels, advisors and consultants Strong critical/analytical thinking and problem-solving skills and the ability to analyze, interpret & make sound business decisions Strong people management skills – needs to effectively coach and develop employees Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) applications" We need to split into Requirements, Qualifications, Skills perhaps. But we have both Requirements and Qualifications sections. We could put the education/experience under Requirements, and the bullet list under Qualifications. Then Skills could be maybe the subset like "Strong written and verbal communication skills", "Strong critical/analytical thinking", "Strong people management skills", "Proficiency with Microsoft Office". However those are already in the Qualifications list. To avoid duplication, we could treat Qualifications as the bullet list, and Skills as maybe not needed (or we could combine). But the instruction says to include a section ONLY when the posting has real, specific content for it. We have content for Skills (the communication, critical thinking, people management, MS Office). So we can create Skills section with those items. Thus we need to parse the Qualifications bullet list into categories: maybe we separate into Qualifications (experience-based) and Skills (soft skills and technical proficiency). Let's decide: Qualifications (experience): Significant involvement with large tax compliance engagements for complex organizations at a major public accounting firm; Experience with tax issues relating to employee benefit plans; Experience with international individual and corporate taxation; Experience with tax issues affecting non-profit organizations; Experience with compliance issues relating to payroll and unclaimed property; Experience performing as a subject matter expert for multiple corporate departments (finance, legal, investments, human resources, compliance, etc.) as well as managing relationships with external tax advisors. Skills: Ability to self-manage; Superior organizational skills; Experienced in both tax preparation and tax review; Strong written and verbal communication skills and interpersonal skills - ability