Penn State Job Catalog

Additional levels that exist for this job profile can be seen below.

The defined natural career progression within or between job profiles.

Tax Compliance

The Tax Compliance Analyst is responsible for supporting the university's compliance with federal, state, and local tax laws and regulations; supports the organizational tax strategy and processes; reviews and audits tax documentation to ensure accuracy and compliance; ensures accurate reporting, documentation, and filing across a wide array of tax areas; makes process recommendations in alignment with existing and new tax policies and regulations; serves as a consultant to financial units on issues related to tax reporting and documentation.

• Facilitate and coordinate the compilation, preparation, and review of tax documentation to ensure compliance with government regulations
• Research and analyze tax issues; provide guidance to financial staff based on tax regulation knowledge related to schedules, regulations, extensions, best practices, and submissions
• Monitor university activities to identify and assess potential tax liabilities; coordinate audits to ensure compliance and mitigate risk
• Assist with preparation and review of the university's annual tax forms and related schedules
• Collaborate in the preparation and filling of required federal, state, and local tax returns
• Support responses to audits and inquiries from the IRS and other taxing authorities
• Maintain documentation for tax positions and support for audit readiness
• Collaborate with Payroll and Human Resources to ensure proper taxation and reporting
• Provide training and education to university departments on tax-related matters and policy compliance
• Review and analyze past operations, trends, and revenues; make recommendations to promote accuracy and minimize liabilities
• Generate, develop, and interpret reports that inform future tax and financial strategy
• Maintain awareness of and apply existing, new, and proposed tax policies and rates to the organization's tax procedures

Level:

– Intermediate Professional

Base Description:

– Completes activities, tasks, and/or projects of a functional nature.

Level Summary:

– Demonstrates ability to perform intermediate tasks in defined skill areas. Demonstrates intermediate knowledge of internal procedures. Works under general supervision, performing assignments that may be varied and sometimes difficult. Supports team decisions and follows through with team responsibilities. Interprets and communicates information clearly and accurately. Demonstrates intermediate problem–solving skills.

Supervisory Responsibilities:

– May serve as direct supervisor for part–time, student, and/or temporary workers or volunteers

Fiscal Responsibilities:

– May validate and pay invoices

Problem Solving:

– Encounters generally routine problems; occasionally faces more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– Applies knowledge of larger unit goals, priorities, and related procedures in determining course of action

Independence of Action:

– Work is generally monitored by supervisor
– Detailed instructions and procedures are generally provided
– Uses available guidelines to make appropriate adaptations to routine situations and refers other situations to supervisor

Communication and Collaboration:

– Communicates internally within working unit and/or the University
– May communicate with external audiences
– Collaborates closely with team members
– Interprets and communicates information, ideas and instructions clearly and accurately both verbally and in written materials intended for distribution

• Comp Grade – 9
• Minimum – $56,200.00
• MidPoint – $68,800.00
• Maximum – $81,500.00

• Adaptability
• Attention To Detail
• Auditing
• Confidentiality
• Data Accuracy
• Regulatory compliance
• Risk assessment
• Tax Law
• Tax preparation
• Technical proficiency
• Training & Development