1. 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. 2. 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.). 3. 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. 4. 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. 5. Participates in strategic planning. 6. 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). 7. Directs and supervises tax accountant responsible for assisting with tax compliance and other tax projects, as assigned. 8. Updates and manages the tax compliance calendar. 9. 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. 10. 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. 11. Identifies areas of potential tax exposure/noncompliance and proactively recommends and implements enhanced controls/procedures. 12. Analyze contracts and other documentation for activities that may give rise to UBTI. 13. May perform other duties as assigned.
Preferred Education: 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 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.
Required Skill/ability 5: Excellent oral and written communication skills. Excellent computer skills, Excel in particular.
Posting Position Title: Accountant 4, Tax
Required Skill/ability 3: High attention to detail and documentation. High degree of independent judgement, discretion and tact.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Accountant 4, Tax
Required Skill/ability 1: Ability to perform independent tax research and draft technical tax memorandums.
Required Skill/ability 4: Strong interpersonal skills and ability to manage multiple projects with competing priorities.
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.
Bachelor's degree in accounting, business or finance and six years of progressive tax experience. Knowledge of tax research and tax preparation software.
Internal Number: 57647BR
About Yale University
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.