Tax Manager

Profile

28-Aug-2018
Tax Manager

Financial Administration

45655BR

Job Summary

Manage tax accounting and reporting activities in accordance with U.S. and state tax requirements. Provide guidance to schools/units on tax compliance.

Job Code

F1859M Tax Mgt V

Job-Specific Responsibilities

This role is responsible for managing the team that produces Harvard’s tax returns and that calculates and pays Harvard’s various tax liabilities. Two Tax Analysts will report to the Tax Manager, Reporting. The Tax Manager, Reporting is an active leader within the Tax department and throughout the University regarding tax.

The Tax Manager is responsible for:

Managing all aspects of Harvard’s Forms 990-T, 990, and certain other returns. This includes resource planning to ensure timely and accurate filings; guiding and supporting the Tax Analysts; fully understanding, reviewing and approving all tax returns (delegating as appropriate); coordinating with Harvard’s tax return review committee and other C-level stakeholders; gathering relevant information from contacts; reviewing, analyzing and consolidating the data received; preparing workpapers; drafting and self-reviewing the forms; and updating the forms and workpapers based on an extensive review process.
Coaching and developing the Tax Analysts.
Identifying activities that potentially generate unrelated business taxable income by partnering with financial administrators throughout the University and performing financial analysis. Determining the proper tax treatment of identified activities by applying federal and state tax law and other guidance.
Assisting schools and units to design and implement procedures to ensure compliance with tax reporting requirements, particularly in regards to unrelated business taxable income.
Documenting and continuously reevaluating Harvard’s tax reporting positions, policies, and procedures, in concert with the Office of the General Counsel and external advisors.
Keeping up to date on developments affecting the University’s domestic tax reporting obligations relating to: changes in tax laws, informational tax returns, unrelated business income tax, reportable transactions, foreign bank account reporting, transfers of property to foreign organizations, and other emerging issues.
Continuously assessing the resource needs of the Tax Reporting team, proposing changes as needed;
Coordinating with Harvard Management Company regarding investments that give rise to tax and related reporting and other disclosures; and
Providing ad-hoc legal/tax research and assisting in special projects as needed.

Typical Core Duties

Responsible for effective staff management, including hiring and orientation, training and development, workflow and performance management, and the promotion of an inclusive and innovative work environment
Oversee the tax analysis and reporting for assigned sections of Harvard’s tax disclosure forms such as 990s and other returns
Proactively identify activities that generate potentially taxable income through specialized financial analysis and determine appropriate tax treatment
Develop and monitor effective tax processes and systems to maintain controls and support financial planning; assist schools and units with developing and implementing procedures to ensure compliance
Serve as a key resource for tax policies, may provide training to clients and staff
Collaborate with university-wide finance leadership to continuously improve tax policies, processes and procedures
Ensure financial compliance with University policies and procedures and applicable legal rules and regulations

Basic Qualifications

Bachelor’s degree or equivalent work experience required
Minimum of 8 years’ experience in accounting, tax or finance
Supervisory experience

Additional Qualifications

Experience in a finance, legal, or nonprofit role that must include substantial experience in nonprofit taxation.
Experience researching and applying tax guidance and drafting memos to document the analyses.
Experience preparing and reviewing tax returns.
Familiarity and comfort with financial statements and financial accounting concepts.
Knowledge of Microsoft Office Suite, advanced excel skills
MST, JD, CPA, or substantial related experience.
Ability to quickly understand business processes and operations.
Strong verbal and written communication skills.
Enthusiasm for continuous improvement.
Ability to regularly shift between work that requires meticulous attention to detail and work that requires a high level management perspective.
Management experience is preferred.
Specialized non-profit tax experience is strongly preferred.

Working Conditions

Work is performed in an office setting

Additional Information

We ask that interested applicants provide a cover letter with their application.

Please note: **MEMBERS ONLY**SIGN UP NOW***. requires pre-employment reference and background screening.
**MEMBERS ONLY**SIGN UP NOW***. is unable to provide work authorization and/or visa sponsorship.
This position has a 90-day orientation and review period.

Harvard offers an outstanding benefits package including:
Time Off: 3 - 4 weeks paid vacation, paid holiday break, 12 paid sick days, 11.5 paid holidays, and 3 paid personal days per year.

Medical/Dental/Vision: We offer a variety of excellent medical plans, dental & vision plans, all coverage begins as of your start date.

Retirement: University-funded retirement plan with full vesting after 3 years of service.

Tuition Assistance Program: Competitive tuition assistance program, $40 per class at the Harvard Extension School and discounted options through participating Harvard grad schools.

Transportation: Harvard offers a 50% discounted MBTA pass as well as additional options to assist employees in their daily commute.

Wellness options: Harvard offers programs and classes at little or no cost, including stress management, massages, nutrition, meditation and complimentary health services.

Harvard access to athletic facilities, libraries, campus events and many discounts throughout metro Boston.

More about Financial Administration Department: ****

Harvard's Financial Administration Department (FAD) is dedicated to supporting the teaching and research missions of **MEMBERS ONLY**SIGN UP NOW***. by providing outstanding financial services to the Harvard community; by providing support, guidance and consultation; by working to ensure compliance with University and federal guidelines; by mitigating risk; and by promoting the financial health of the University.

FAD is responsible for oversight of the University’s finances, including efficient and accurate transaction processing, financial reporting, budgeting and financial planning, cash and debt management, internal audit services, risk management and sponsored program administration, and administrative systems services.

The department, led by the Vice President for Finance (VPF), is comprised of eight reporting units:

Financial Systems Solutions
Office of the Controller
Office of Finance and Administration
Office of Financial Strategy and Planning
Office for Sponsored Programs
Office of Treasury Management
Risk Management and Audit Services
Strategic Procurement

Mission
To consistently deliver high-quality, innovative service and leadership in financial planning, analysis, operations and compliance, in support of Harvard’s teaching and research objectives.
We aspire to provide the Harvard community with outstanding financial services to enable the dissemination of knowledge and the advancement of intellectual discovery. We commit to steward the University’s assets efficiently, such that resources are assured for current and future generations of faculty and students.



Job Function

Finance

Sub-Unit

------------

Location

USA - MA - Cambridge

Department

CADM^VPF^OC Tax Services

Time Status

Full-time

Union

00 - Non Union, Exempt or Temporary

Salary Grade

059

Pre-Employment Screening

Credit, Criminal, Education, Identity

EEO Statement

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

Company info

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