Senior Tax Analyst

Location
Stanford
Posted
Aug 30, 2017
Institution Type
Four-Year Institution


Stanford University

Senior Tax Analyst

Job Number:
76146

JOB DESCRIPTION

Senior Tax Analyst Job Family: Finance Job Series: Finance Job Code: 4453 Classification Level: J Exemption: Exempt 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 Senior Tax Analyst is responsible for performing a variety of regular and recurring tax accounting functions, including the tracking of returns and notices issued to the university and its controlled entities, the maintenance of databases, and the preparation of work papers and tax forms for the university and its controlled entities.

CORE DUTIES*:

  • Manage all aspects of the university's and controlled entities' tax administration and returns; develop timelines, manage preparation and review, tracking and analysis of income, losses, taxes, refunds, and tax authority correspondence.
  • Process inbound tax mail and notices; maintain log; track refunds and follow up with tax authorities where required; process outbound tax mail, including coordinating signatures and tracking return receipts.
  • Prepare tax returns for controlled entities, including Forms 990, 199, and 568.
  • Maintain database of K-1s issued to the university; maintain investment questionnaires; follow up with investment managers on open items.
  • Maintain controlled investment entity database; maintain foreign investment corporation database.
  • Assist with department administration, including scheduling, record keeping, and preparation of materials.
  • Assist with the tracking of federal and state tax payments and tax assets.
  • Prepare tax forms for the university's activities or investments as needed, e.g. Forms 926 and 5471.

*Other duties may also be assigned. MINIMUM REQUIREMENTS: Education & Experience: Bachelor's degree in accounting, finance, or related field preferred. Advanced degree desired: Master's Degree in Taxation, JD with emphasis in tax or MBA with tax exposure. Minimum 5-7 years of applicable work experience, or an equivalent combination of education and relevant work experience.

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 and legal research skills required, as well as proven ability to translate tax knowledge and research into practical advice. Substantive knowledge of exempt organization law desired.
  • Understanding of alternative investments and their tax issues.
  • Ability to communicate effectively with financial, investment, and tax professionals.
  • High attention to detail.
  • Strong organizational skills.
  • Advanced knowledge of Microsoft applications, such as Excel, Word, and PowerPoint.
  • Strong communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences and client groups.
  • Demonstrated project management skills and ability to contribute to or lead part of a multi-functional team.

Certifications and Licenses:
  • CPA or tax attorney 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.

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.



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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