Sr. Tax Compliance Analyst

Compliance Research and Analysis

• Works independently on researching federal and states including out-of-state tax laws and regulations, wage and hour federal and states legislation, sick leave laws and family leave programs implemented by states, tax withholding, W-2, 1099 and 1042 tax reporting.
• Responsible for the implementation of tax rules and regulations and ensuring alignment with current applicable laws and regulations.
• Monitor pending legislation and regulations affecting OHSU and develop, propose and implement strategies.
• Analyses business aspects and scenarios from the perspective of federal and states laws and legislation related to tax, wage and hour, family leave, sick leave unemployment and provides recommendations to management for decision making.
• Responsible for various complex analytics and modeling for the VP Financial Operations and the Director of Tax and Compliance, OHSU Finance Leadership, department administrators and managers related to complex tax items and wage and hour items.
• Leads collaboration projects as assigned by the Director of Tax and Compliance that involve but are not limited to: coordinating external reporting for the institution, functioning as a resource for tax and wage and hour, resolving tax issues, maintaining a recovery plan for central disbursements, and maintaining a repository for policies, procedures and financial records.
• Leads the projects related to identifying areas across the entire institution where assistance might be provided to various departments related to tax subjects.

• Analyses and determines the tax withholding and tax reporting aspects for business operations including payroll, AP, unrelated business income tax (UBIT), excise tax.

• Interfaces with tax authorities and represents the organization in reviewing and resolving notices, inquiries, and other items with taxing authorities.

• Assists in interpreting and applying federal and states laws and regulations including tax items, wage and hour subjects including sick leave, family leave laws and programs, unemployment. Provides recommendations for business process changes and leads implementation projects related to these subjects.

• Advises departments on tax related matters and related best practices. Improves access of departments to relevant tax information.

• Builds and provides training regarding relevant policies, legislation and required procedures related to tax.

• Responds to tax related inquiries and W-2 inquiries from employees. Responds to 1099 and 1042 tax reporting inquiries from vendors.

Tax Filing and Tax Reconciliation

• Leads the preparation and review of the annual corporate tax filings, maintains accurate files of all entity tax identification numbers and current tax status, files all payroll tax reports including annual W-2’s and quarterly 941 filings, reviews annual accounts payable tax report filings including 1042 and 1099 data, ensures compliance with proper reporting of unrelated business income tax (UBIT) for the institution. Ensures timely filing of returns with tax authorities.

• Perform periodic compliance audits, risk assessments and ongoing compliance monitoring.

• Applies generally accepted accounting principles to review reconciliations prepared by accounting staff for the annual audit to ensure proper reporting for the organizations tax obligations. Reconciles tax accounts.

• Responds to internal and external audit requests for AP, Payroll and Labor Distribution.

• Prepares and maintains tax records. Updates tax forms. Determines payments and withholding requirements.

• Reviews exceptions related to employee reimbursements and tax related items.

• Reviews and updates out-of-state payroll settings on employee records.

Continued professional development

Other duties as assigned

• Bachelor’s degree in a finance or tax related field, or equivalent education/experience.

• Experience in a health care and/or education environment.

• Minimum 5 years of experience with federal and states tax withholding, W-2, 1099 and 1042 tax reporting in a healthcare or higher education setting.

• Experience analyzing federal and states legislation related to tax withholding, wage and hour, tax reporting, sick leave laws, family leave programs.

• Proficient with Excel. Experience structuring large amounts of data into logical, thorough analysis.

• Experience documenting assumptions and steps in work to provide detailed explanation and a clear audit trail.

• Highly customer service oriented.

• SQL skills, Oracle EBS experience.