FINANCIAL MGMT ANALYST II
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.
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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.