University of California - Office of the President
SENIOR TAX ANALYST
University of California - Office of the President, Oakland, California, United States, 94616
Apply for Job Job ID 73399Location OaklandFull/Part Time Full TimeAdd to Favorite Jobs Email this JobJob Posting
For UCOP internal applicants, please login to the internal candidate gateway at:
Jobs at UCOPUC OFFICE OF THE PRESIDENTAt the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer Prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills and aspirations to inspire and support some of the greatest minds in the world, and those who will follow in their footsteps. Working at the University of California is being part of a unique institution, and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good.The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation and the world. Learn more about the UC Office of the PresidentPosition BaseOakland
LocationUCOP - Franklin Building
Department OverviewThe UC Controller provides strategic leadership and support of systemwide financial functions including corporate accounting, federal and extramural costing policy, benefit plan accounting, endowment and investment accounting, payroll policy and compliance and taxation. We deliver efficient and effective financial services, provide best practices and guidance to our campus and medical center communities, develop and administer systemwide policies and procedures, and ensure the University's financial systems are compliant with all University, State and Federal laws, rules and regulations.
Position SummaryThe Senior Tax Analyst uses advanced tax concepts to resolve complex system-wide tax issues. Draws upon technical skills and knowledge of the University's tax compliance posture to resolve such issues. This position works closely with the Director of Tax Compliance and is regularly assigned highly complex tax research assignments of a diverse scope requiring analysis of identifiable factors that utilize multiple sources of research. Demonstrates sound judgment in selecting methods and techniques for obtaining solutions, completing analysis and developing recommendations. Normally receives little detailed instruction on day-to-day work once acclimated to the position; guidance is provided from the Director. General instructions are provided on new or unique tax issues or assignments. Interacts with senior internal and external personnel, both within UCOP or system-wide, on matters of significance to the finance organization. Is able to lead a project to its completion. Provides system-wide tax compliance advice and research and interacts regularly with campus and UCOP clients. Regularly checks and updates the team tax calendar. Keeps current with evolving tax compliance issues.
Key Responsibilities40% Tax preparation and filing: Support for miscellaneous tax filings such as the 1099 series forms and 1042 forms filed by the UCOP Business Resource Center (BRC). Quarterly excise tax compliance and annual executive excess tax compliance. Sales and use tax compliance for UCOP; CA and several other state returns. Make sure deposits of tax are made timely and tax returns filed. Coordinate unrelated business income tax compliance with outside provider including gathering K1s and obtaining and analyzing financial worksheets for reportable activities from campuses before providing them to the outside vendor. Investigate new reportable activities for UCOP and prepare financial worksheets. Analyze and issue preliminary determination on new financial activity questionnaires submitted by campuses and UCOP departments; share results with outside provider and upload to client interface. Ensure tax deposits are made timely. Other duties as assigned by Tax Director.20% Client Service: Advise the BRC and locations on tax reporting issues. UC Path support for tax updates, registrations, and research on payroll tax reporting requirements on variety of issues20% Tax and Payroll Policy and Procedures: Update tax policies including those for disbursements, payroll tax, unrelated business income tax, travel policy, business meals and entertainment, gift policies. Work with UC Controller Chief of Staff to ensure policies are updated in appropriate manner and in accordance with policy on policies.10% Glacier nonresident alien tax coordinator: Arrange training for campus user groups, answer nonresident alien tax issues, and the annual 1042-S process. Assist the BRC Tax Analyst in filings.10% Miscellaneous: Complete various tax and payroll compliance reporting that includes the EDD quarterly reporting the California, Bi-weekly New Hire Reports, and the Quarterly Reporting of International Transactions filed with the Department of Commerce. Also assist with 1099R reporting questions from UCRP and BRC.
ExperiencePreferred QualificationsMin 5 years progressive work experience involving payroll, tax updates, nonresident alien tax software system and other payroll and tax related projects
Skills and AbilitiesRequired QualificationsThorough knowledge of IRS and California State Tax reporting requirements applicable to the returns/filings required to be filed by the University.Proven ability to independently gather, organize, and perform tax compliance related analysis.Strong oral, interpersonal, and written communication skills.Proven ability to work independently and in a team environment.Ability to prioritize and complete multiple projects concurrently.Demonstrated experience in the use of Microsoft Word and Excel to prepare correspondence and spreadsheets.
Preferred QualificationsExperience with tax and compliance functions and assignments.Knowledge of UC payroll system.Analysis of Partnership investments and preparation of related tax filings.
EducationRequired QualificationsBachelor's degree in related area and / or equivalent experience / training
Preferred QualificationsMaster's Degree in Taxation
Licenses and CertificationsPreferred QualificationsCPATravel Requirements5% Occasional travel to campuses may be required
SPECIAL CONDITIONSThis position has been approved for a hybrid work arrangement. The person hired must report to work on-site at UC's Office of the President (UCOP) located in Oakland, CA, on Tuesdays and Wednesdays, subject to change. The person hired will be required to reside in the state of California.SALARY AND BENEFITSJob TitleTax Compliance Analyst 3
Job Code005668
Salary GradeGrade 22
Payscale:$100,000 - $116,000, commensurate with experience.Benefits:
For information on the comprehensive benefits package offered by the University visit: Benefits of BelongingADDITIONAL INFORMATIONHOW TO APPLYPlease be prepared to attach a cover letter and resume with your application.APPLICATION REVIEW DATEThe first review date for this job isOctober 18, 2024. The position will be open until filled.CONDITIONS OF EMPLOYMENTBackground Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOPSmoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free PolicyAs a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.EEO STATEMENTThe University of California, Office of the President, is an Equal Opportunity/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, age or protected veteran status. For the University of California's Affirmative Action Policy please visit: https://policy.ucop.edu/doc/4010393/PPSM-20. For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at: Accessibility or email the Human Resource Department at: epost@ucop.edu.
For UCOP internal applicants, please login to the internal candidate gateway at:
Jobs at UCOPUC OFFICE OF THE PRESIDENTAt the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer Prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills and aspirations to inspire and support some of the greatest minds in the world, and those who will follow in their footsteps. Working at the University of California is being part of a unique institution, and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good.The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation and the world. Learn more about the UC Office of the PresidentPosition BaseOakland
LocationUCOP - Franklin Building
Department OverviewThe UC Controller provides strategic leadership and support of systemwide financial functions including corporate accounting, federal and extramural costing policy, benefit plan accounting, endowment and investment accounting, payroll policy and compliance and taxation. We deliver efficient and effective financial services, provide best practices and guidance to our campus and medical center communities, develop and administer systemwide policies and procedures, and ensure the University's financial systems are compliant with all University, State and Federal laws, rules and regulations.
Position SummaryThe Senior Tax Analyst uses advanced tax concepts to resolve complex system-wide tax issues. Draws upon technical skills and knowledge of the University's tax compliance posture to resolve such issues. This position works closely with the Director of Tax Compliance and is regularly assigned highly complex tax research assignments of a diverse scope requiring analysis of identifiable factors that utilize multiple sources of research. Demonstrates sound judgment in selecting methods and techniques for obtaining solutions, completing analysis and developing recommendations. Normally receives little detailed instruction on day-to-day work once acclimated to the position; guidance is provided from the Director. General instructions are provided on new or unique tax issues or assignments. Interacts with senior internal and external personnel, both within UCOP or system-wide, on matters of significance to the finance organization. Is able to lead a project to its completion. Provides system-wide tax compliance advice and research and interacts regularly with campus and UCOP clients. Regularly checks and updates the team tax calendar. Keeps current with evolving tax compliance issues.
Key Responsibilities40% Tax preparation and filing: Support for miscellaneous tax filings such as the 1099 series forms and 1042 forms filed by the UCOP Business Resource Center (BRC). Quarterly excise tax compliance and annual executive excess tax compliance. Sales and use tax compliance for UCOP; CA and several other state returns. Make sure deposits of tax are made timely and tax returns filed. Coordinate unrelated business income tax compliance with outside provider including gathering K1s and obtaining and analyzing financial worksheets for reportable activities from campuses before providing them to the outside vendor. Investigate new reportable activities for UCOP and prepare financial worksheets. Analyze and issue preliminary determination on new financial activity questionnaires submitted by campuses and UCOP departments; share results with outside provider and upload to client interface. Ensure tax deposits are made timely. Other duties as assigned by Tax Director.20% Client Service: Advise the BRC and locations on tax reporting issues. UC Path support for tax updates, registrations, and research on payroll tax reporting requirements on variety of issues20% Tax and Payroll Policy and Procedures: Update tax policies including those for disbursements, payroll tax, unrelated business income tax, travel policy, business meals and entertainment, gift policies. Work with UC Controller Chief of Staff to ensure policies are updated in appropriate manner and in accordance with policy on policies.10% Glacier nonresident alien tax coordinator: Arrange training for campus user groups, answer nonresident alien tax issues, and the annual 1042-S process. Assist the BRC Tax Analyst in filings.10% Miscellaneous: Complete various tax and payroll compliance reporting that includes the EDD quarterly reporting the California, Bi-weekly New Hire Reports, and the Quarterly Reporting of International Transactions filed with the Department of Commerce. Also assist with 1099R reporting questions from UCRP and BRC.
ExperiencePreferred QualificationsMin 5 years progressive work experience involving payroll, tax updates, nonresident alien tax software system and other payroll and tax related projects
Skills and AbilitiesRequired QualificationsThorough knowledge of IRS and California State Tax reporting requirements applicable to the returns/filings required to be filed by the University.Proven ability to independently gather, organize, and perform tax compliance related analysis.Strong oral, interpersonal, and written communication skills.Proven ability to work independently and in a team environment.Ability to prioritize and complete multiple projects concurrently.Demonstrated experience in the use of Microsoft Word and Excel to prepare correspondence and spreadsheets.
Preferred QualificationsExperience with tax and compliance functions and assignments.Knowledge of UC payroll system.Analysis of Partnership investments and preparation of related tax filings.
EducationRequired QualificationsBachelor's degree in related area and / or equivalent experience / training
Preferred QualificationsMaster's Degree in Taxation
Licenses and CertificationsPreferred QualificationsCPATravel Requirements5% Occasional travel to campuses may be required
SPECIAL CONDITIONSThis position has been approved for a hybrid work arrangement. The person hired must report to work on-site at UC's Office of the President (UCOP) located in Oakland, CA, on Tuesdays and Wednesdays, subject to change. The person hired will be required to reside in the state of California.SALARY AND BENEFITSJob TitleTax Compliance Analyst 3
Job Code005668
Salary GradeGrade 22
Payscale:$100,000 - $116,000, commensurate with experience.Benefits:
For information on the comprehensive benefits package offered by the University visit: Benefits of BelongingADDITIONAL INFORMATIONHOW TO APPLYPlease be prepared to attach a cover letter and resume with your application.APPLICATION REVIEW DATEThe first review date for this job isOctober 18, 2024. The position will be open until filled.CONDITIONS OF EMPLOYMENTBackground Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOPSmoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free PolicyAs a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.EEO STATEMENTThe University of California, Office of the President, is an Equal Opportunity/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, age or protected veteran status. For the University of California's Affirmative Action Policy please visit: https://policy.ucop.edu/doc/4010393/PPSM-20. For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at: Accessibility or email the Human Resource Department at: epost@ucop.edu.