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Tax Compliance Analyst – Advanced Professional (PSU2542)

Additional Levels

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

Job Strings

The defined natural career progression within or between job profiles.

Tax Compliance



Job Summary and Representative Duties

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 Matrix

Level:
– Advanced Professional
Base Description:
– Completes activities, tasks, and/or projects of a functional nature.
Level Summary:
– Demonstrates proficient and comprehensive knowledge of defined skill areas/applications. Applies knowledge of principles, practices, and procedures of a particular field to decision-making and problem–solving. Works under minimum supervision on varied and sometimes difficult work assignments, conferring with supervisor or subject matter experts on unusual matters. May lead others or a team in completion of complex assignments. Interprets and communicates information clearly, accurately, and persuasively. Researches and tries new approaches when solving difficult or novel problems.
Supervisory Responsibilities:
– Indirect supervisor or mentor for other full–time employees
– May serve as direct supervisor for part–time, student, and/or temporary workers, volunteers, or a full–time employee
Fiscal Responsibilities:
– May validate and pay invoices
– May monitor/track budgets and funding
Problem Solving:
– Encounters generally routine problems with progressively more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– May apply specialized knowledge and skills to resolve complex and/or varied problems, with supervisor oversight
– Researches and tries new approaches when solving problems
Independence of Action:
– Works with minimal supervision on more difficult work assignments, conferring with supervisor on unusual matters
– Follows precedents and procedures
– May set priorities and organize work within general guidelines established by supervisor
Communication and Collaboration:
– Communicates internally and externally within working unit and the University
– May communicate with external audiences for business purposes
– Promotes open communication in a manner that builds relationships among team members
– Applies appropriate strategies for managing conflict; negotiate reasonable compromises; propose and evaluate possible solutions
– Interprets and communicates information, ideas and instructions clearly, accurately and persuasively both verbally and in written materials intended for distribution
Salary Structure
  • Comp Grade – 10
  • Minimum – $61,800.00
  • MidPoint – $75,700.00
  • Maximum – $89,600.00
Critical Skills
  • Adaptability
  • Attention To Detail
  • Auditing
  • Confidentiality
  • Data Accuracy
  • Regulatory compliance
  • Risk assessment
  • Tax Law
  • Tax preparation
  • Technical proficiency
  • Training & Development
FLSA Exemption Status
Exempt
Minimum Education
Bachelor's Degree
Minimum Experience
3+ years of relevant experience
Equivalency
An equivalent combination of education and experience accepted