Senior Tax Analyst, Reporting

Harvard University • Cambridge, MA

3d • Hybrid

About The Position

The Senior Tax Analyst, Reporting facilitates Harvard University’s tax accounting and reporting activities in accordance with U.S. and state tax requirements and provides tax compliance guidance to schools and units. The role performs complex tax and financial analysis supporting the University’s tax filings, including Forms 990-T and 990, and prepares tax returns and analyses for executive review. The position reports to the Tax Reporting Manager and may contribute to projects across the Tax Office as its processes and priorities evolve.

The analyst works with Financial Accounting and Reporting, university administrators, Harvard Management Company, and other school/unit finance groups to gather, analyze, reconcile, and consolidate information for tax reporting and planning. The role also supports compliance and reporting for sales, meals, and services taxes; researches tax treatment; communicates tax issues to University audiences; and identifies process improvements and automation opportunities.

This is a hybrid position, with occasional on-site work as business needs dictate; remote work may also be possible. Work location and schedule are determined by the department based on operational needs. Employees working outside a Harvard or Harvard-designated location must work in a Harvard-registered state. The position has a 90-day orientation and review period. Harvard is unable to provide visa sponsorship.

Requirements

• Bachelor’s degree or equivalent work experience.
• At least 7 years of experience in accounting, tax, or finance.
• Advanced knowledge of basic accounting principles, budget management, financial analysis, and financial modeling.
• Demonstrated experience with financial systems and data query tools.
• Demonstrated knowledge of nonprofit tax issues, financial statements, and related accounting principles.
• Advanced Excel skills and knowledge of Microsoft Office Suite.
• Excellent analytical skills, intellectual curiosity, and goal/deadline orientation.
• Ability to successfully manage multiple projects with deadlines.
• Cover letter required.

Nice To Haves

• Master’s degree in a relevant field.
• Knowledge of business process automation or use of AI tools.

Responsibilities

• Perform analytical and quantitative tax and financial analysis for the preparation of the University’s Forms 990-T, 990, and other tax returns.
• Prepare U.S. and state tax returns for executive review and prepare ad hoc tax analyses.
• Analyze financial statements and IRS requirements to identify, recommend, and execute book-to-tax adjustments for 990 reporting.
• Translate complex data into meaningful insights and recommendations.
• Work with Financial Accounting and Reporting to develop financial information for tax returns.
• Identify activities that may generate unrelated business taxable income and determine their proper tax treatment using federal and state tax law, guidance, and research.
• Manage multiple time-sensitive technical projects with firm deadlines.
• Prepare monthly, quarterly, and annual sales, meals, and services tax filings for Massachusetts and other jurisdictions.
• Respond to departments’ sales and use tax questions and stay informed about changes in law and reporting requirements.
• Partner with University administrators and Harvard Management Company to collect, review, analyze, and consolidate data for tax reporting.
• Design and deliver presentations on key tax issues to University audiences.
• Work with school/unit finance groups to understand University-wide financial management issues relevant to tax planning, reporting, and analysis.
• Perform tax account reconciliations and post-audit reviews, and research and resolve issues.
• Complete special projects assigned by the Office of the Controller.
• Support other Tax Office functions and initiatives, including international filings and payroll tax, as priorities and team needs evolve.
• Identify and help implement process improvements and efficiencies, including automation, for tax reporting and compliance.
• Serve as a subject matter expert or tax project lead as needed.
• Collaborate with university financial administrators to identify potentially taxable income and determine appropriate tax treatment.
• Advise schools and units on procedures for compliance with tax reporting requirements, particularly unrelated business taxable income.
• Document and continuously reevaluate Harvard’s tax positions, policies, and procedures in consultation with the Office of the General Counsel and external advisors.
• Provide staff mentoring and training.
• Ensure financial compliance with University policies and procedures, accounting disclosure requirements, and applicable legal rules and regulations.

Benefits

• Generous paid time off, including parental leave.
• Medical, dental, and vision insurance coverage starting on day one.
• Retirement plans with university contributions.
• Wellbeing and mental health resources.
• Support for families and caregivers.
• Professional development opportunities, including tuition assistance and reimbursement.
• Commuter benefits, discounts, and campus perks.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior