Job Family: Finance
Job Series: Tax
Job Code: 4453
Classification Level: J
Note: Not all unique aspects of the job are covered by this job description
Impact a Legacy
Consider all the lives saved over the many years as a result of Stanford's innovation in the medical field. Imagine a world without the internet and social platforms. Did you know Stanford pioneered the procedure for organ transplants and also created the first website in the United States? All of these advances and more, are a direct result of Stanford University's prominent faculty, researchers and alumni, who have revolutionized the way we live and enriched the world. Supporting this mission is Stanford's dedicated 16,000 staff, who come from diverse educational and career backgrounds. We are a collaborative environment that thrives on innovation and continuous improvement. At Stanford, we seek talent committed to excellence driven to impact the future of our legacy, and improve lives on a global sphere.
In a highly complex and constantly changing backdrop, Financial Management Services 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 200 professionals, responsible for a broad range of financial activities, including Financial Accounting and Reporting, Payroll, Procurement Services, and Tax Compliance.
Our new Stanford Redwood City campus, which opened last spring, is the workplace for approximately 2,700 staff whose jobs are important to supporting the university's mission. The campus brings departments together in a collaborative environment that reflects Stanford's culture and mission. The campus offers amenities such as onsite cafes and a dining pavilion, a high-end fitness facility with an outdoor pool, and a child care center for Stanford families.
Reporting to the Tax Director, the Tax Manager 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 workpapers and tax forms for the university and its controlled entities.
- 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.
Education & Experience:
Bachelor’s degree in accounting, finance, or related field required. 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, required.
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 required. CPA preferred.
- 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.
- Routine extended working hours during peak cycles; travel to school/unit sites across university.
- 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.
The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.
Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected
- Schedule: Full-time
- Job Code: 4453
- Employee Status: Regular
- Grade: J
- Requisition ID: 87500