Accountant 4, Tax
This position is under the general direction of the Senior Director, Tax and International Compliance, and reports directly to the Associate Tax Directors.
- Reviews and/or prepares U.S., state and international tax filings (which in some cases are public documents). Calculates and analyzes taxable income and estimated tax payments for the University and related organizations.
- Leads preparation and review of certain tax reconciliations, analysis and interpretation of tax returns, financial statements and related disclosures pertaining to the University’s investments, compilation and analysis of departmental information. Tracks, analyzes and interprets information received from investment managers (e.g., partnership Schedules K-1 and state equivalents, audited financial statements, international disclosures, etc.).
- Researches, analyzes and interprets existing and proposed tax laws to determine their applicability to the University’s complex investment structure and diverse array of activities. Assists Associate Tax Directors in the development and implementation of the appropriate actions including modeling the impact on the University, formulating policies and procedures and/or communicating the results of the research and assisting in drafting recommendations to the appropriate senior University personnel.
- Updates and reviews University policies and procedures with respect to federal and state payroll, income and not for profit tax issues as a result of changes in federal and/or state tax law.
- Participates in strategic planning.
- Performs necessary research, follows up and responds to University community (e.g., faculty, business managers, senior administrators and central departments such as Payroll and A/P).
- Directs and supervises tax accountant responsible for assisting with tax compliance and other tax projects, as assigned.
- Updates and manages the tax compliance calendar.
- Works closely with external Big 4 accounting tax professionals in coordinating outsourcing engagements for complex filings that require a significant degree of in-house expertise in the federal, state and international tax arenas.
- Acts as a representative of the University in federal and state tax audits and provides technical support including conducting research, preparing responses to the Internal Revenue Service and state tax authorities and formulating University positions.
- Identifies areas of potential tax exposure/noncompliance and proactively recommends and implements enhanced controls/procedures.
- Analyze contracts and other documentation for activities that may give rise to UBTI. 13. May perform other duties as assigned.
Required Education and Experience
Bachelor’s degree in accounting, business or finance and six years of progressive tax experience. Knowledge of tax research and tax preparation software.
Required Skill/Ability 1:
Ability to perform independent tax research and draft technical tax memorandums.
Required Skill/Ability 2:
Ability to work independently in a fast-paced and dynamic environment. Ability to adapt to change priorities and effectively manage multiple tasks while maintaining accuracy.
Required Skill/Ability 3:
High attention to detail and documentation. High degree of independent judgement, discretion and tact.
Required Skill/Ability 4:
Strong interpersonal skills and ability to manage multiple projects with competing priorities.
Required Skill/Ability 5:
Excellent oral and written communication skills. Excellent computer skills, Excel in particular.
Preferred Education, Experience and Skills:
Master's in Taxation, Big 4 public accounting experience, experience with tax exempt and pass-through entitles, exposure to complex tax reporting in a large organization.
Preferred Licenses or Certifications:
Weekend Hours Required?
Evening Hours Required?
Background Check Requirements
All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. Please visit www.yale.edu/hronline/careers/screening/faqs.html for additional information on the background check requirements and process.
The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.
Affirmative Action Statement:
Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of 1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance. Questions regarding Title IX may be referred to the University’s Title IX Coordinator, at TitleIX@yale.edu, or to the U.S. Department of Education, Office for Civil Rights, 8th Floor, Five Post Office Square, Boston MA 02109-3921. Telephone: 617.289.0111, Fax: 617.289.0150, TDD: 800.877.8339, or Email: email@example.com.