Tax Manager

Location
Stanford
Posted
Jun 23, 2017
Institution Type
Four-Year Institution


Stanford University

Tax Manager

Job Number:
75350

Note: Not all unique aspects of the job are covered by this job description


Stanford University is one of a select group of American universities that have achieved eminence in both undergraduate and graduate education and in a broad range of academic disciplines. The University is internationally recognized for the quality for its teaching and research, its distinguished faculty and its outstanding student body.


In a highly complex and constantly changing backdrop, the University Controller's Office is responsible for creating an environment which promotes innovative and sound business policies and practices that balance controls, compliance and customer service. The organization consists of approximately 65 professionals, responsible for a broad range of financial activities, including Financial Accounting and Reporting, Payroll, Capital Accounting, Real Estate Accounting, Fund Accounting, Investment Accounting, and Tax Compliance.


JOB PURPOSE:


Reporting to the Associate Tax Director, the Tax Manager is responsible for monitoring and reporting on tax compliance efforts of central, school and department administrative units, and Stanford related entities. Provide tools to educate and keep Stanford community current on tax matters. Participate as a key member in the preparation of the University and its controlled entities' tax returns.

CORE DUTIES*:

  • Assist with conducting tax compliance and risk assessments at central, school and department administrative units and at Stanford's controlled entities.

  • Maintain and develop necessary tax information for Stanford related entities.

  • Lead the effort to assure that Stanford receives all necessary tax data from hundreds of investment sponsors. Interface with the Stanford Management Company and outside tax accountants. Present annual questionnaires to sponsors.

  • Complete tax schedules, reporting holdings and transactions with our related entities. Review tax returns and related data provided by outside tax accountants.

  • Provide and enhance tools to educate the Stanford community in tax compliance matters. Strengthen internet presence, develop training programs and raise profile of department.

  • Provide tax advice on designated matters to university departments.

  • Prepare and review tax returns as necessary.

  • Identify opportunities for process improvements; lead process improvement initiatives.

    MINIMUM REQUIREMENTS:


    Education & Experience:

    Bachelor's degree and eight years of relevant experience or combination of education and relevant experience. J.D., CPA, MBA, Masters in Tax, or similar degree and five years of relevant professional experience or combination of education and relevant experience preferred.

    Knowledge, Skills and Abilities:

  • Expertise preparing or reviewing tax returns applicable to Stanford. Expertise with Forms 990 and 990-T, or with exempt organization law.

  • Strong substantive tax knowledge; tax research skills; knowledge of exempt organization law desired.

  • Understanding of alternative investments and their tax issues.

  • Demonstrated ability to educate groups of tax and non-tax professionals.

  • Ability to analyze and synthesize complex data; high attention to detail.

  • Demonstrated project management skills and ability to contribute/lead as part of a multi-functional team.

  • Strong oral and written communication skills, including the ability to clearly and effectively communicate information to internal and external audiences and client groups.

  • Advanced knowledge of Microsoft applications, such as Excel, Word, and PowerPoint.

    Certifications and Licenses:


    Licensed attorney, CPA, or Enrolled Agent preferred.

    PHYSICAL REQUIREMENTS*:

  • Constantly sitting.
  • Frequently perform desk-based computer tasks, use telephone, writing by hand, sort/file paperwork.
  • Occasionally stand/walk, lift/carry objects weighing 11-20 pounds.
  • Rarely reach/work above shoulder.

    * - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

    WORKING CONDITIONS:

  • Routine extended working hours during peak cycles; travel to school/unit sites across university.

    WORK STANDARDS:

  • Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
  • Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
  • Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide,http://adminguide.stanford.edu.

    Job: Finance

    Location: Business Affairs: Financial Management Services (FMS)
    Schedule: Full-time
    Classification Level:

    To be considered for this position please visit our web site and apply on line at the following link: stanfordcareers.stanford.edu

    Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.




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