Senior Tax Analyst, Reporting

Job-Specific Responsibilities: The Office of the Controller (OC) within Harvard University’s Financial Administration Department is dedicated to supporting the teaching, research and service missions of the Harvard community by providing efficient and effective financial and administrative services, by enabling access to information and resources, and by promoting the financial health and security of each unit and of the University as a whole. The Senior Tax Analyst, Reporting facilitates Harvard’s tax accounting and reporting activities in accordance with U.S. and state tax requirements. They provide guidance to schools/units on tax compliance. The Senior Tax Analyst, Reporting performs complex and diverse tax and financial analysis in support of the University’s various tax filing requirements. This position reports to the Tax Reporting Manager. As the Tax Office continues to streamline its processes, this role will have the opportunity to contribute to a broader range of projects across the tax team. • Perform analytical and quantitative tax and financial analysis related to the preparation of the University’s Forms 990-T, 990, and certain other returns • Prepare US and state tax returns for executive review; prepare ad-hoc tax analyses • By applying knowledge of financial statements and IRS requirements, identify the need for, analyze, recommend, and execute book to tax adjustments to translate the University’s financial statements into data required for 990 reporting • Translate complex data into meaningful insights and recommendations • Work closely with Financial Accounting and Reporting team to develop financial information for reporting on returns • In partnership with the Tax Reporting Manager, identify activities that potentially generate unrelated business taxable income. Determine the proper tax treatment of identified activities by applying federal and state tax law and other guidance, performing research in tax knowledge databases where appropriate • Independently manage multiple time-sensitive, technical projects with non-negotiable deadlines • Prepare monthly, quarterly and annual sales, meals and services tax filings for Massachusetts and other jurisdictions • Assist the Tax Office in responding to sales and use tax questions from departments, staying informed about changes in law or reporting requirements Partner with administrators across the University and Harvard Management Company to collect data required for tax reporting and reviewing, analyzing and consolidating the data received • Design and deliver presentations that educate University audiences on key tax issues • Work closely with other groups within the school/unit finance area to better understand University-wide financial management issues that inform tax planning, reporting and analysis • Perform tax account reconciliations, post audit reviews, and research and resolve issues • Complete special projects as directed by the Office of the Controller • Participate in projects across the Tax Office, such as international filings and payroll tax, supporting other tax functions and initiatives as priorities and team needs evolve • Identify and help implement process improvements and efficiencies, including opportunities for automation, to strengthen the Tax Office’s reporting and compliance work Typical Core Duties: • Responsible for tax analysis and reporting for assigned sections of Harvard’s tax disclosure forms such as 990s • May function as subject matter expert or tax project lead • Collaborate with university financial administrators to identify potential taxable income; determine proper tax treatment • Advise schools/units to design and implement procedures to ensure compliance with tax reporting requirements, particularly wit