1. Organizes, reviews and analyzes data, including tracking partnership taxable income and tax basis for the university's limited partnership investments. 2. Manages, analyzes and tracks tax invoices. 3. Manages tax compliance and research agreements. 4. Monitors federal, international and state tax payments and refunds and follows up with tax authorities, as necessary. 5. Prepares routine tax certificates of exemption, tax forms and tax schedules. 6. Communicates with university departments to provide and obtain information and documents 7. Proofreads Tax Department documents. 8. Organizes, maintains and archives tax files, including electronic storage and filing, in accordance with Tax Department document retention policies. 9. Obtains, downloads and tracks tax documents, including Schedules K-1, investment manager tax questionnaires and other relevant tax documents. 10. Manages Schedule K-1 electronic access inventory and departmental email. 11. Maintains tax and international compliance calendars and tracks projects and deadlines. 12. Provides support to tax professionals, and performs other duties as assigned.
Preferred Education: Experience as corporate or accounting firm paraprofessional.
Preferred Education, Experience and Skills: Experience as corporate or accounting firm paraprofessional.
Required Skill/ability 5: Positive attitude with good interpersonal skills.
Posting Position Title: Tax Accountant
Required Skill/ability 3: Strong administrative and organizational skills and ability to manage multiple projects with competing priorities. Ability to balance multiple client projects and other responsibilities.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Tax Accountant
Required Skill/ability 1: Proficiency with Microsoft Excel, Word, and PowerPoint.
Required Skill/ability 4: Professional demeanor and strong communication skills, both written and oral. Ability to interact and communicate effectively with all levels of engagement management and client personnel.
Required Skill/ability 2: Demonstrated documentation, project management, organizational skills, and attention to details.
Bachelor's degree and two years of related experience or the equivalent combination of education and experience.
Internal Number: 53189BR
About Yale University
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.