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FINANCIAL MGMT ANALYST II

Employer: Duke University
Location: Corporate Tax Reporting & Services

Administrative Jobs: Institutional & Business Affairs, Business & Financial Management
Employment Type: Full Time
Institution Type: Four-Year Institution

Job Details
Organization

Job Details

Alternative Investment Tax Compliance Manager Corporate Tax Occupational Summary: Responsible for ensuring the timely and accurate remittance and reporting primarily of income tax, but also may include payroll, sales, and property taxes for the University and the Health System and supporting organizations. This will require working closely with the investment office. Management, supervision and coordination of certain Corporate Tax resources (including personnel). Duties: Primarily responsible for overseeing information collection, coordination and completion of Forms 990 for Duke University, Duke University Health System and supporting organizations. Analyze K-1s and perform technical research of tax matters includedin K-1 disclosures. Review and prepare returns (including Forms 990 and 990-T) and payments timely and accurately for the IRS and many states as necessary for various taxes. This includes many state returns, extensions and foreign reporting as well. Other filings may include, but are not limited to: sales tax, payroll tax, unclaimed property, and property tax. Review and ensure remittance of various taxes to the appropriate federal or state agencies monthly, quarterly, or annual, as necessary. Serve as a point of contact for University and Health System regarding tax questions. Regularly liaison with federal and state taxing authorities. Research and analyze tax issues as necessary. Keep abreast of current tax standards. Communicatechanges to Corporate Tax staff andaffected University/DUHS community as appropriate. Responsible for management of assigned staff. Provide daily operational support to departmental personnel. Support includes among other things training, sharing information, open for questions, opportunity identification for staff, timely review of deliverables prepared by staff, and constructive feedback. Ensure compliance with established practices and implement new policies as needed. Coordinate year-end preparation of various tax forms (W-2, 1099, 1042-S) and transmit to IRS, Social Security Administration and various states, as applicable. Monitor annual club dues, personal use of company owned vehicles and vehicle allowances given to employees. Prepare quarterly statements to individuals. Submit Summary of Earnings adjustments to payroll for inclusion with W-2’s. Prepare complete, accurate, and timely reconciliations of several corporate assets and liability general ledger accounts. Research and resolve identified reconciling differences in a timely manner. Perform other duties assigned by the Director, Senior Director of Corporate Tax or Controller. Qualifications: Education/Training: Responsibilities require a bachelor’s degree in Tax, Accounting, Business Administration, ora related field. CPA preferred. Experience: Work general requires a minimum of five years experience in an accounting, tax or payroll environment, preferably working at a higher education institute or a public accounting firm with tax compliance complexities resulting from alternative investments. Skills: Highly self-motivated and team-oriented. Possess excellent oral and written communication skills. Ability to independently analyze and resolve problems. Strong planning and organizational skills; ability to interact effectively with a broad range of University departments. Strong computer skills: proficient in Microsoft Excel and Word. Knowledge of Tax software, such as ProSystem or GoSystem. SAP knowledge a plus.

Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

Organization

History

Duke University was created in 1924 by James Buchanan Duke as a memorial to his father, Washington Duke. The Dukes, a Durham family that built a worldwide financial empire in the manufacture of tobacco products and developed electricity production in the Carolinas, long had been interested in Trinity College. Trinity traced its roots to 1838 in nearby Randolph County when local Methodist and Quaker communities opened Union Institute. The school, then named Trinity College, moved to Durham in 1892, where Benjamin Newton Duke served as a primary benefactor and link with the Duke family until his death in 1929. In December 1924, the provisions of indenture by Benjamin’s brother, James B. Duke, created the family philanthropic foundation, The Duke Endowment, which provided for the expansion of Trinity College into Duke University. Duke Campus

As a result of the Duke gift, Trinity underwent both physical and academic expansion. The original Durham campus became known as East Campus when it was rebuilt in stately Georgian architecture. West Campus, Gothic in style and dominated by the soaring 210-foot tower of Duke Chapel, opened in 1930. East Campus served as home of the Woman's College of Duke University until 1972, when the men's and women's undergraduate colleges merged. Both men and women undergraduates now enroll in either the Trinity College of Arts & Sciences or the Pratt School of Engineering. In 1995, East Campus became the home for all first-year students.

Duke maintains a historic affiliation with the United Methodist Church.

Home of the Blue Devils, Duke University has about 13,000 undergraduate and graduate students and a world-class faculty helping to expand the frontiers of knowledge. The university has a strong commitment to applying knowledge in service to society, both near its North Carolina campus and around the world.

Mission Statement

Duke Science "James B. Duke's founding Indenture of Duke University directed the members of the University to 'provide real leadership in the educational world' by choosing individuals of 'outstanding character, ability, and vision' to serve as its officers, trustees and faculty; by carefully selecting students of 'character, determination and application;' and by pursuing those areas of teaching and scholarship that would 'most help to develop our resources, increase our wisdom, and promote human happiness.'

“To these ends, the mission of Duke University is to provide a superior liberal education to undergraduate students, attending not only to their intellectual growth but also to their development as adults committed to high ethical standards and full participation as leaders in their communities; to prepare future members of the learned professions for lives of skilled and ethical service by providing excellent graduate and professional education; to advance the frontiers of knowledge and contribute boldly to the international community of scholarship; to promote an intellectual environment built on a commitment to free and open inquiry; to help those who suffer, cure disease, and promote health, through sophisticated medical research and thoughtful patient care; to provide wide ranging educational opportunities, on and beyond our campuses, for traditional students, active professionals and life-long learners using the power of information technologies; and to promote a deep appreciation for the range of human difference and potential, a sense of the obligations and rewards of citizenship, and a commitment to learning, freedom and truth. Duke Meeting

“By pursuing these objectives with vision and integrity, Duke University seeks to engage the mind, elevate the spirit, and stimulate the best effort of all who are associated with the University; to contribute in diverse ways to the local community, the state, the nation and the world; and to attain and maintain a place of real leadership in all that we do.”

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