Sr. Tax Compliance Analyst

Overview

This role supports the Tax & Compliance function within the organization’s Finance Division. Responsibilities include federal, state, and multi-state tax compliance and reporting; international tax compliance and documentation; regulatory reporting; compliance monitoring and audit readiness; and contributing to fiscal policy and process development.

Responsibilities

Institutional Tax Compliance & Reporting

• Prepare, reconcile, and file the unrelated business income tax return, including gathering financial and operational information to support filings and ensuring compliance with federal and various state laws and regulations.
• Review institutional activities for potential unrelated business income and serve as the liaison with external tax consultants for preparation of the 990-T.
• Assist departments in identifying and addressing tax compliance issues associated with new programs, contracts, grants, sponsorships, revenue-generating activities, and other institutional initiatives; advise on risks and mitigation.
• Prepare, reconcile, and file indirect tax returns, including gathering financial and operational information to support filings and ensuring compliance with federal and various state laws and regulations specific to excise, sales, use, franchise, occupational, real property, tangible property, and others as necessary.
• Prepare, reconcile, and file business tax returns for subsidiaries; maintain accurate records and ensure compliance with partnership and corporate tax laws.
• Maintain and update annual IRS Form W-9s for the organization and subsidiaries.
• Prepare, reconcile, and file Form 945 for domestic income tax withholding.
• Perform proactive periodic compliance pre-audits, risk assessments, and ongoing compliance monitoring to review systems, processes, and documentation and identify and address potential issues and risks.
• Process and oversee tax payment and deposit activities, ensuring accurate and timely compliance and managing refunds.
• Respond to tax correspondence including audits and notices; research issues; collect documentation and data required by external taxing authorities; review and analyze documents and data for completeness, accuracy, and compliance with regulations and internal controls.

International Tax Compliance & Reporting

• Independently administer international tax compliance activities, coordinating with team members and conducting complex research analysis to ensure adherence to applicable tax and immigration-related requirements.
• Maintain nonresident alien tax compliance records and documentation for international employees, students, scholars, and visitors.
• Administer tax treaty analysis, implementation, and compliance; maintain applicable tax software records and documentation.
• Collect, review, and maintain visa, immigration, residency, scholarship, fellowship, and grant documentation to ensure compliance.
• Ensure compliance with federal tax withholding, reporting, and recordkeeping requirements applicable to international employees, students, scholars, and visitors.
• Prepare Forms 1042 and 1042-S and review payments to foreign nationals and foreign vendors for proper withholding and reporting.
• Prepare, file, and maintain the organization’s tax residency certificate.
• Assist departments with questions related to international tax compliance.
• Respond to related correspondence and research issues as they arise.

Regulatory Compliance & Reporting

• Independently prepare, reconcile, file, and administer regulatory reports and related reporting requirements to ensure compliance with federal, state, and other applicable regulations.
• Prepare, reconcile, and file regulatory reports, including quarterly and annual filings with federal and state regulatory agencies; maintain accurate files and a clear audit trail; ensure timely filing.
• Gather reporting and information to support filings, ensuring compliance with federal and various state laws and regulations specific to the U.S. Census Bureau, U.S. Department of Labor, State of Oregon, and other authorities as needed.
• Conduct compliance audits, risk assessments, and periodic compliance monitoring.
• Process accurate and timely payments as needed and manage refunds.
• Respond to related correspondence and research issues as they arise.

Compliance Monitoring, Audit & Bargaining Support, & Policy Development

• Evaluate, maintain, and develop fiscal policies, guidelines, frequently asked questions, and procedures in collaboration with stakeholders across the organization to ensure compliance with federal and state laws and regulations as well as internal policies.
• Evaluate fiscal policies, guidelines, procedures, and business practices for efficiency, effectiveness, compliance, and continuous improvement; identify and recommend changes to the Director as needed.
• Support collective bargaining by providing research, analysis, and technical expertise during negotiations; assist with implementation and administration of bargaining agreement provisions; ensure organizational compliance with applicable agreements, policies, and regulatory requirements.
• Conduct audit readiness assessments, compliance reviews, and gap analyses to evaluate adherence to regulatory requirements, policies, procedures, and internal controls; identify risk areas; recommend corrective actions and process improvements.
• Contribute to the organization’s knowledge and compliance in tax and audit-related areas.
• Propose updates to applicable policies, guidelines, and procedures as needed to prevent and address non-compliance and reduce risk.
• Provide superior customer service to internal and external contacts.

Continued Professional Development

• Participate in activities that enhance knowledge and the ability to perform assigned work, including classes, e-learning, seminars, training forums, job shadowing, staff meetings, and informational sessions.
• Remain self-directed and keep current with changes to federal and state tax law and related legislation, as well as changes to internal codes and policies, union agreements, letters of agreement, and memorandum of understanding documents.

Other Duties As Assigned

• Perform other duties as assigned.

Required Qualifications

• Bachelor’s degree in accounting, finance, or a tax-related field, or equivalent education/experience.
• Minimum 5 years of experience in tax compliance and reporting in federal and multi-state business taxes, specifically unrelated business income tax for healthcare, government, higher education, or nonprofit tax areas.

Skills & Abilities

• Knowledge of federal, state, local, and international income tax compliance requirements.
• Knowledge of accounting principles, tax reporting requirements, and internal controls.
• Ability to research, interpret, and apply tax laws, regulations, and guidance.
• Ability to analyze transactions and determine appropriate tax treatment and reporting requirements.
• Proficient with Excel, including experience structuring large amounts of data into logical, thorough analysis.
• Experience documenting assumptions and steps to provide detailed explanation and a clear audit trail.
• Strong analytical, organizational, and problem-solving skills.
• Ability to communicate technical information clearly to a variety of audiences.

Preferred Qualifications

• Experience in health care, governmental, higher education, or nonprofit environments.
• Experience in Oracle EBS and SQL.
• Knowledge of information reporting and compliance with Forms 1099 and 1042.
• Knowledge of multi-state franchise, sales, use, and excise tax reporting.

Compensation & Benefits

• Healthcare for full-time employees covered 100% and 88% for dependents.
• $50K of term life insurance provided at no cost to the employee.
• Two separate above market pension plans to choose from.
• Paid time off: 208 hours per year, prorated for part-time.
• Extended illness bank: 64 hours per year, prorated for part-time.
• 9 paid holidays per year.
• Substantial Tri-Met and C-Tran discounts.
• Employee Assistance Program.
• Childcare service discounts.
• Tuition reimbursement.
• Employee discounts to local and major businesses.

Location

• Fully Remote: all work is performed from a home office with no expectation that the position be required to come on-site.