Tax Manager Relevant Educational Qualifications Job5 months ago - Other categories - Bethesda - 149 views
HHMI is focused on supporting and moving science forward in a variety of different ways ranging from conducting basic biomedical research, empowering educators, inspiring students, developing the next generation of scientists - even stretching into film and media production. Our Headquarters is in Chevy Chase, MD and is home to over 300 employees with expertise in communications, digital production, biomedical sciences, and everything in between. The work housed here supports and augments the groundbreaking research conducted in HHMI labs across the nation. As HHMI scientists continue to push boundaries in laboratories and classrooms, you can be sure that your contributions while working here are making a difference.
As a member of the Tax team, the Tax Manager will be responsible for preparing and reviewing various types of tax and information returns along with research and other analysis. This role will focus heavily on reviewing the Institute's alternative investments for tax purposes. They will function as a technical and subject matter expert. The position is located at our Headquarters in Chevy Chase, Maryland and will report to the Senior Tax Manager.
Essential Duties and Responsibilities:
- Help support the organization's mission and aspirations and ensure tax and accounting department understands and contributes to the Institute's overall mission.
- Partner collaboratively with internal and external groups to ensure compliance with tax and regulatory requirements.
- Prepare Forms 990 & 990-T, including supporting workpapers, for the Institute. Prepare Form 990 for the Institute's VEBA.
- Review Crowe data entry in Ctrac - UBIT & foreign filings (8865, indirect 926s).
- Prepare and/or review informational forms such as Forms 5471, 8865, 926, 8621, & 8886.
- Serve as primary point of contact for external tax accounting firm on the review of annual tax filings.
- Review state filings as prepared by the Institute's Staff Accountant, including sales and use tax returns, property tax returns, state income tax returns, and unclaimed property returns.
- Prepare forms for various government agencies, including Federal Reserve Bank of NY returns, Commerce Department, and Census Bureau.
- Supervises tax audits and reports findings to management. Researches and analyzes requests for refund claims and tax protests and assists in resolving tax notices and in preparing requests for rulings.
- Prepare the Institute's tax provision and other support for the Financial Statement audit.
- Performs testing of systems upgrades, enhancements and special business requirements.
- Analyzes current processes and leverages systems (Workday, Ctrac, Ariba) to automate and simplify processes, enhance efficiency, increase effectiveness and generally to ensure process improvement opportunities are fully realized.
- Primary responsibility for providing updates to tax department portal site.
- Prepare tax position papers and evaluate tax policy.
- Stay up to date on tax legislation.
- Participate in other projects or duties as required.
- Supervises 1 part-time employee
- Bachelor's Degree in Accounting, Business, or Finance required; Master's degree in Accounting, Tax, Law, or Finance preferred.
- Certified Public Accountant or Enrolled Agent required.
- Six to ten years of experience in accounting or tax.
- Public accounting experience a plus.
- In-depth knowledge of tax law and US GAAP and accounting standards.
- Experience with Tax Exempt Organizations and Forms 990 & 990-T strongly preferred.
- Experience with alternative investments, including review of Schedule K-1s and foreign forms strongly preferred.
- Experience with Workday a plus.
Skills and Abilities:
- Ability to resolve extremely complex problems requiring the application of tax, accounting, technical or management principles, theories, and concepts.
- Ability to interpret and communicate complex information.
- Must function as a technical and subject matter expert.
- Ability to manage several projects simultaneously.
- Demonstrated attention to detail, thoroughness, and accuracy, balanced with ability to see the big picture.
- Sees ahead clearly; can anticipate future trends and consequences clearly.
- Excellent time management skills.
- Must possess independent decision-making skills.
- Ability to effectively interact with people at all levels within and outside the Institute.
- Ability to quickly learn new technology.
- Proficiency with Microsoft Office Suite (Exceptional proficiency in Microsoft Excel).
Remaining in a normal seated or standing position for extended periods of time; reaching and grasping by extending hand(s) or arm(s); dexterity to manipulate objects with fingers, for example using a keyboard; communication skills using the spoken word; ability to see and hear within normal parameters; ability to move about workspace. The position requires mobility, including the ability to move materials weighing up to several pounds (such as a laptop computer or tablet).
Persons with disabilities may be able to perform the essential duties of this position with reasonable accommodation. Requests for reasonable accommodation will be evaluated on an individual basis.
This job description sets forth the job's principal duties, responsibilities, and requirements; it should not be construed as an exhaustive statement, however. Unless they begin with the word "may," the Essential Duties and Responsibilities described above are "essential functions" of the job, as defined by the Americans with Disabilities Act.
HHMI is an Equal Opportunity Employer
For 60 years, HHMI has been moving science forward. We’re an independent, ever-evolving philanthropy that supports basic biomedical scientists and science educators with the potential for transformative impact. We invest in people, not projects. We encourage collaborative and results-driven working styles and offer an adaptable environment where employees can function at their highest level. As HHMI scientists continue to push boundaries in laboratories and classrooms, you can be sure that your contributions while working at HHMI are making a difference.
To move science forward, we need experts in areas such as communications, finance, human resources, information technology, investments, and law as well as scientists.