Senior Tax and Accounting Analyst

University of Puget Sound

Job ID: 4571

Location: Office of Finance

Full/Part Time: Full-Time

Regular/Temporary:

Position Description: Prepares or reviews the university's federal, state and local tax returns and filings, including Form 990 and 990T and state returns relating to unrelated business income. Oversees preparation and maintains list of filing requirements for charitable solicitation returns for all states. Supports year-end close and audit schedule preparation including: confirmations; lead schedules; variance analysis; release of restriction; financial report drafts including preparation of charts, graphs, and exhibits. Researches and provides advice on various tax and GAAP issues to campus constituents in coordination with Director of Finance.
Responsibilities: Tax:

Coordinate and review state and city excise and local B&O and admission tax returns to include researching and providing advice on state and local laws and rules. Research and inform appropriate personnel on changes to excise tax laws and rules that would impact the university. Prepare form 990 information return. Coordinate preparation of 990T and state income tax returns and required extension requests including reconciliation of all K-1 partnership information from limited partnership investments relating to unrelated business income in coordination with accounting firm contracted to prepare the 990T and state tax returns. Prepare real and personal property exemption filing reports and tax exemption and valuation applications for new construction projects or property use changes. Perform analysis of certain university rental and sales activities to determine any unrelated business income (UBI) impact as needed for annual 990T reporting, property tax exemption, and private business use for tax-exempt status, and when required for proposed activities. Prepare 1042-S; coordinate preparation payment of withholding tax for payments made to non-resident aliens. Update property rental fee schedule with tax appraised value and distribute to Payroll.

Charitable Solicitation Returns

Review state requirements periodically to determine if filing requirements in each state have changed and prepare required applications, as applicable. Prepare annual filings with required attachments, including extensions to conform with Form 990 filing dates

Fiscal Year End Close and Annual Audit

Prepare draft financial statements including notes and related graphs. Coordinate preparation, updates, and timely distribution of lead schedules and trial balances. Prepare audit schedules and related analysis, calculations, and disclosures, including releases of net asset restrictions and restrictions on net assets, and work with Senior Financial Accountant on required disclosure for endowment net assets. Continually assess the adequacy of and educate constituents on the importance of maintaining effective internal controls. Identify opportunities to strengthen internal controls and recommend/implement improvements.

Financial Reporting

Prepare annual Associated Students University of Puget Sound (ASUPS) financial statements and provide accounting support to ASUPS.

Other:

Provide backup for cash receipting, endowment monthly processing, non-cash gift receipts, and other accounting activities as required. Advise campus community on rules/regulations surrounding fundraising and raffle activities. Maintain, monitor and follow-up on account reconciliations to insure they are prepared and reconciled to the general ledger and report results to the Director of Finance. Assist campus community, as needed.

Budget Responsibilities No direct budget authority exists for this position
Qualifications:

Requires a bachelor's degree and current WA CPA license (or ability to transfer current license from another state). Requires significant, increasingly complex accounting and tax knowledge and experience including research and application of generally accepted accounting principles (GAAP) and federal, state, and local tax rules with a preference of the application of these skills to not-for-profit/tax-exempt organizations. Requires knowledge of and experience with the preparation of tax returns to be able to support tax compliance and financial statement reporting activities of the university. Higher education or non-profit organization accounting experience is very desirable. Requires excellent writing and proofreading skills. Must demonstrate initiative, self-direction, ownership of projects, ability to meet deadlines, attention to detail, strong analytical skills, and excellent organization, follow-through, and problem solving skills. Requires a quick and continuous learner. Must have superior aptitude for and skill with technology, including learning new technology, understanding databases, and using Microsoft Word and Excel, or other database reporting tools. Ability to work in cooperation with other team members and constituents to achieve the university's goals and objectives. Ability to juggle multiple tasks simultaneously and respond positively to changing circumstances. Ability to respectfully work, communicate and provide leadership within a diverse campus community.

Diversity Statement:

• We acknowledge the richness of commonalities and differences we share as a university community; the intrinsic worth of all who work and study here; that education is enhanced by investigation of and reflection upon multiple perspectives.
• We aspire to create respect for and appreciation of all persons as a key characteristic of our campus community; to increase the diversity of all parts of our University community through commitment to diversity in our recruitment and retention efforts; to foster a spirit of openness to active engagement among all members of our campus community.
• We act to achieve an environment that welcomes and supports diversity; to ensure full educational opportunity for all who teach and learn here; to prepare effectively citizen-leaders for a pluralistic world.

Puget Sound is committed to an environment that welcomes and supports diversity. We seek diversity of identity, thought, perspective, and background in our students, faculty, and staff. To learn more please visit: http://www.pugetsound.edu/about/diversity-at-puget-sound/
Compensation and Benefits: Decisions about starting salaries are made based on the extent and relatedness of the candidate's education and experience and on internal equity and market considerations.
This position is exempt from the provisions of the Fair Labor Standards Act.
Puget Sound offers a generous benefits package. For more information, visit: http://www.pugetsound.edu/about/offices--services/human-resources/overview-of-university-benefit/.
Application Deadline: Search and selection procedures will be closed when a sufficient number of qualified candidates have been identified. Interested individuals are encouraged to submit application materials no later than January 28, 2019 to ensure consideration.
Required Documents:
When prompted to upload required documents, please upload resume. All additional documents can be uploaded within the application before submission. Applications submitted without the required attachments will not be considered.

• Resume
• Letter of Interest

All offers of employment are contingent on successful completion of a background inquiry and if applicable for the position, drug screen, physical test and functional assessment.
The University of Puget Sound is an equal opportunity employer.


How to Apply
For complete job description and application instructions, visit: www.pugetsound.edu/employment

About Puget Sound
Puget Sound is a selective national liberal arts college in Tacoma, Washington, drawing 2,600 students from 48 states and 20 countries. Puget Sound graduates include Rhodes and Fulbright scholars, notables in the arts and culture, entrepreneurs and elected officials, and leaders in business and finance locally and throughout the world. A low student-faculty ratio provides Puget Sound students with personal attention from faculty who have a strong commitment to teaching and offer 1,200 courses each year in more than 40 traditional and interdisciplinary fields, including graduate programs in occupational and physical therapy and in education. Puget Sound is the only nationally ranked independent undergraduate liberal arts college in Western Washington, and one of just five independent colleges in the Pacific Northwest granted a charter by Phi Beta Kappa, the nation’s most prestigious academic honorary society. Visit "About Puget Sound" (http://www.pugetsound.edu/about) to learn more about the college.

As a strategic goal and through our core values, University of Puget Sound is committed to an environment that welcomes and supports diversity. We seek diversity of identity, thought, perspective, and background in our students, faculty, and staff. EOE/AA










Copyright ©2017 Jobelephant.com Inc. All rights reserved.

Posted by the FREE value-added recruitment advertising agency



jeid-071c20fdf66bda478fd24246931e819f