The Tax Director oversees the University's tax compliance and planning, including implementation of new tax regulations. The Tax Director is responsible for developing and implementing tax strategies on behalf of the University. The Tax Director also is responsible for the University's federal, state, local, and international tax reporting, primarily related to IRS Forms 990 and 990-T, foreign investment reporting, state income tax returns, sales tax returns, and unclaimed property reporting. The Tax Director coordinates directly with the University's external tax firm on behalf of University tax compliance, planning, and reporting.
Duties & Essential Job Functions:
1. Oversees University non-payroll tax compliance, planning, and reporting functions. 2. Develops and implements tax strategies on behalf of the University. 3. Prepares and files applicable federal, state, local, and foreign tax forms and payments in an accurate and timely manner. 4. Researches tax issues and ensures University tax compliance with applicable requirements. 5. Ensures that the University files tax returns in all applicable tax jurisdictions. 6. Interfaces with applicable University departments to ensure compliance with applicable federal, state, local, and foreign tax laws. 7. Conducts tax and accounting research and tracks legislative and regulatory tax changes that impact the University. 8. Analyzes K-1 tax forms from external investment entities to determine the University's related tax reporting obligations. 9. Serves as primary liaison with the University's external tax firm. 10. Utilizes specialized tax software for documentation and tracking purposes. 11. Prepares and files state unclaimed property reports. 12. Prepares and files federal student loan program reports and reviews and approves related accounting entries. 13. Prepares tax information for annual external audit. 14. Maintains policies, procedures, and related documentation that support TCU's compliance with tax laws. 15. Performs other related duties as assigned.
Required Education & Experience:
• Bachelor's Degree in Accounting from an accredited college or university. • 7 plus years experience preparing nonprofit tax returns.
Preferred Education & Experience:
• PeopleSoft system experience. • Public accounting tax experience. • Master's Degree in Taxation.
• Skill in both written and oral communication. • Skill in the use of Microsoft Office to include Word, Excel and Outlook. • Ability to independently extract, research and analyze financial and tax data and develop recommendations. • Ability to effectively manage multiple broad projects. • Ability to review detail financial and tax transactions for accuracy and appropriateness.
TCU Core Competencies:
University Core Competencies definitions may be found on the Human Resources website and in the staff performance management system.
Physical Requirements (With or Without Accommodations):
• Visual acuity to read information from computer screens, forms and other printed materials and information. • Able to speak (enunciate) clearly in conversation and general communication. • Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions. • Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting. • Lifting and moving objects and equipment up to 10 lbs.
Work Environment:
• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours. • There are no harmful environmental conditions present for this job. • The noise level in this work environment is usually moderate. • This is an in-person, on-campus role.
AA/EEO Statement:
As an AA/EEO employer, TCU recruits, hires, and promotes qualified persons in all job classifications without regard to age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status, or any other basis protected by law.
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