Tax Specialist

OFFICE OF THE UNIVERSITY CONTR (UA-CTRO-IUBLA)

The Office of the University Controller provides leadership and guidance for financial compliance, systems, and services at Indiana University. We strive to be a leader in higher education by embracing financial best practices, continuous improvement and by creating a culture of respect, integrity and collaboration. As an organization, we value knowledge and diversity in our people, thoughts and ideas. While our department serves all 7 IU campuses, we are physically located on the Bloomington Campus.

Department-Specific Responsibilities

• Prepares and files tax returns with various federal, state, and local agencies.
• Manages submission of tax returns to external agencies and individuals/entities.
• Calculates and transmits tax payments by due dates.
• Reviews and approves payment requests while remaining in compliance with policies, procedures, and tax and immigration law.
• Manages assigned tax projects and workflow in the various functional areas, including payroll and employment tax, international tax, UBIT, sales tax and other miscellaneous tax areas.
• Owns tax compliance in the areas of account reconciliation; training, education and outreach; tax research, policy and procedure development, and researches and applies complex tax and immigration regulations.

General Responsibilities

• Performs routine independent analysis of tax payments and due dates, vendor payments, and general account ledgers.
• Applies tax and immigration regulations and submits tax returns with various federal, state, and local agencies.
• Troubleshoots and independently corrects errors through tax audits, escalating moderately complex issues as needed.
• Serves as a liaison to external funding sources and ensures organizational accounts and procedures maintain compliance with applicable standards.
• Creates regular reports of tax activity and makes process and risk-mitigation recommendations.
• Responds to employee inquiries and requests and explains tax policies and procedures.
• May provide assistance to lower-level Tax Specialists and Coordinators.
• May provide organizational tax training.

Combinations of related education and experience may be considered. Education beyond the minimum required may be substituted for work experience. Work experience beyond the minimum required may be substituted for education. 

EDUCATION

Required

• Bachelor’s degree in accounting or related field

WORK EXPERIENCE

Required

• 2 years in relevant field

LICENSES AND CERTIFICATES

Required

• With non-accounting degree, CPA required

Preferred

• With accounting degree, CPA or Masters in Taxation preferred
• With non-accounting degree, Masters in Taxation or equivalent certification preferred

SKILLS

Required

• Ability to analyze and interpret financial data
• Proficient communication skills
• Maintains a high degree of professionalism
• Demonstrates time management and priority setting skills
• Demonstrates a high commitment to quality
• Possesses flexibility to work in a fast paced, dynamic environment
• Seeks to acquire knowledge in area of specialty
• Highly thorough and dependable
• Demonstrates a high level of accuracy, even under pressure

This role requires the ability to effectively communicate and to operate a computer and other standard office productivity equipment. The position involves sedentary work as well as periods of time moving around an office environment and the campus. The person in this role must be able to perform the essential functions with or without an accommodation.

Bloomington, Indiana.

This position is eligible for remote work or to work a hybrid schedule (mix between remote and in-person work), subject to change based on university policy and business needs.

$62,000 – $65,000 annually, depending upon qualifications.

For full-time staff employees, Indiana University offers a wide array of benefits including:

• Multiple plan options for medical insurance
• Dental insurance
• Health Savings Account with generous IU contribution
• Life insurance, LTD, and AD&D options
• Base retirement plan contribution from IU, subject to vesting
• Additional supplemental retirement plan options
• Tuition benefit for IU classes
• 10 paid holidays per year
• Generous Paid Time Off
• Paid Parental Leave
• Employee Assistance Program (EAP)

Learn more about our benefits by reviewing our online Benefits Brochure .

Career Level: Career

FLSA: Exempt

Job Function: Finance

Job Family: Accounting & Tax

Click here to learn more about Indiana University’s Job Framework.

This posting is scheduled to close at 11:59 pm EST on the advertised Close Date. This posting may be closed at any time at the discretion of the University, but will remain open for a minimum of 5 business days. To guarantee full consideration, please submit your application within 5 business days of the Posted Date.

If you wish to include a cover letter, you may include it with your resume when uploading attachments.

Indiana University is an equal employment and affirmative action employer and a provider of ADA services. All qualified applicants will receive consideration for employment based on individual qualifications. Indiana University prohibits discrimination based on age, ethnicity, color, race, religion, sex, sexual orientation, gender identity or expression, genetic information, marital status, national origin, disability status or protected veteran status. Indiana University does not discriminate on the basis of sex in its educational programs and activities, including employment and admission, as required by Title IX. Questions or complaints regarding Title IX may be referred to the U.S. Department of Education Office for Civil Rights or the university Title IX Coordinator. See Indiana University’s Notice of Non-Discrimination here which includes contact information .

The Annual Security and Fire Safety Report, containing policy statements, crime and fire statistics for all Indiana University campuses, is available online . You may also request a physical copy by emailing IU Public Safety at [email protected] or by visiting IUPD.

Request Support
Telephone: 812-856-1234