Senior Accountant - Budgeting and Tax Compliance
About The Position
Position Summary The Senior Accountant – Budgeting and Tax Compliance is responsible for developing, implementing, and monitoring organizational budgets and long-term forecasts to promote financial efficiency and ensure alignment with strategic goals. This involves analyzing financial data, identifying cost-saving opportunities, assessing budget variances, and offering resource allocation recommendations while providing detailed reports to senior leadership. Additionally, the Senior Accountant is responsible for ensuring regulatory compliance with federal, state, and international tax laws, treaties, and regulations as they pertain to visiting scholars/members.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field
- Seven+ years of relevant experience
- Advanced skills in Microsoft Excel (e.g., pivot tables, VLOOKUPs, financial modeling) and experience with ERP systems such as NetSuite, SAP, or Oracle
- Advanced knowledge of accounting and financial processes, Generally Accepted Accounting Principles, and non-profit regulations
- Strong problem-solving skills to interpret complex data and identify trends or risks
- Excellent communication abilities to explain financial concepts to non-financial stakeholders
Nice To Haves
- Certified Public Accountant, Master’s degree, or MBA
- Knowledge and understanding of international visas and foreign tax treaties
Responsibilities
- Budget Development & Management: Lead the creation of the annual operating by collaborating with department managers to ensure alignment with organizational goals. Communicate approved budgets to the department managers and ensure budgets are accurately reflected in ERP system.
- Variance Analysis: Conduct monthly "budget vs. actual" reviews, identifying significant discrepancies and recommending corrective actions to optimize financial performance.
- Financial Reporting: Assist in the preparation of comprehensive internal annual reporting schedules.
- Accounting Operations: Analyze accounts, prepare general ledger maintenance, reconciliations, and month-end close processes for assigned areas.
- Taxation: Serve as subject matter expert and provide guidance on complex payroll and tax issues pertaining to members/visiting scholars.
- Compliance: Interpret complex domestic and international tax laws and treaties and ensure stipendiary payments are processed in compliance with each individual’s unique financial situation.
- All other duties as assigned by the Comptroller (10%)
Benefits
- We offer a comprehensive benefits package that includes medical, dental, and vision insurance; life insurance; short- and long-term disability coverage; flexible spending accounts; paid holidays; paid time off; tuition assistance; retirement plans; and an employee assistance program.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
101-250 employees
