Tax Analyst

Tax Analyst

Reporting to the Tax Manager, the Tax Analyst supports the University's tax compliance function with a primary focus on Form 990 preparation, state tax filings, FBAR reporting, and miscellaneous tax compliance matters. This role requires a curious, detail-oriented professional with strong research, writing, and communication skills who can manage multiple simultaneous requests and deliver clear, well-organized work product. The ideal candidate has a genuine interest in the nonprofit sector and a desire to contribute to the University's research and education mission over the long term.

• Assists with the preparation and timely filing of Form 990 and related schedules for the University and affiliated organizations.
• Prepares and files state tax returns, including income, franchise, sales/use tax exemption renewals, and state charitable registration filings as assigned.
• Prepares the annual FBAR (FinCEN Form 114) and assists with other international informational filings.
• Researches IRS guidance, form instructions, revenue rulings, and other primary sources to support accurate and compliant filings.
• Drafts clear, well‑written memoranda and summaries on complex tax research questions for review by the Tax Manager.
• Assists the Investment Office with tax‑related matters as needed.
• Responds to routine IRS and state agency notices, requests for information, and audit inquiries under the direction of the Tax Manager.
• Stays current on developments in tax‑exempt organization law, proposed regulations, and IRS guidance relevant to higher education.
• Collaborates with campus units that generate unrelated business income to gather information and ensure compliance.
• Assists with the preparation of year‑end financial statement work papers and supports the annual audit as needed.
• Communicates tax and accounting information clearly and concisely to internal stakeholders at all levels of the organization.
• Manages competing priorities and multiple deadlines with professionalism and a solutions‑oriented mindset.
• Participates in special projects and process improvement initiatives as requested by management.
• Performs a variety of operating or cost accounting activities which require moderate knowledge of accounting theories and principles.
• Interprets accounting records for the purpose of determining gains and losses, receipts and disbursements, and inventory.
• Performs other related work as needed.

Education:

Minimum requirements include a college or university degree in related field.

Work Experience:

Minimum requirements include knowledge and skills developed through 2‑5 years of work experience in a related job discipline.

Education:

• Master's degree in accounting (MSA), taxation (MST), or MBA with a concentration in accounting.

Experience:

• Direct experience with Form 990 preparation and exempt‑organization tax compliance.
• Background in a higher education, healthcare, or other large nonprofit environment.
• Exposure to alternative investments and endowment‑related tax matters.

Certifications:

• CPA or CPA‑eligible;
  Enrolled Agent (EA) also valued.

Technical Skills or Knowledge:

• Knowledge of federal income tax law as it relates to tax‑exempt organizations.
• Familiarity with generally accepted accounting principles (GAAP).
• Proficiency with Microsoft Office (Word, Excel, PowerPoint); experience with tax compliance software is a plus.
• Navigate and interpret primary tax authorities including the Internal Revenue Code, Treasury Regulations, IRS form instructions, revenue rulings, and revenue procedures.

• Exceptional written communication skills to produce polished, professional tax memoranda and correspondence.
• Strong critical thinking, analytical reasoning, and problem‑solving skills.
• Intellectual curiosity and a genuine interest in researching tax law, IRS guidance, and regulatory developments.
• Manage multiple concurrent projects, prioritize effectively, and meet firm deadlines under time pressure.
• Attention to detail combined with the ability to see the bigger picture and think strategically.
• Clear and confident verbal communication skills; comfortable presenting…