Tax, Risk & Special Projects Analyst

UL Standards & Engagement • Evanston, IL

7d • Hybrid

About The Position

The Tax, Risk & Special Projects Analyst supports tax compliance, risk management, insurance administration, treasury-related activities, and special projects for UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE). The role collaborates with Finance, Accounting, Treasury, Legal, external advisors, insurance brokers, and operational leaders to support compliance, risk mitigation, financial analysis, and strategic initiatives. It helps maintain regulatory compliance and required documentation, supports organizational risk activities, and contributes to process improvements and cross-functional projects.

The position is based in the Evanston, Illinois office and follows a hybrid schedule, with in-office work on Tuesdays and Thursdays. ULRI and ULSE are nonprofit organizations dedicated to advancing safety science research and applying scientific knowledge to improve safety, security, and sustainability.

Requirements

• Bachelor's degree in Accounting, Finance, Taxation, Risk Management, Business Administration, or a related field.
• At least 4 years of relevant experience in tax compliance, tax-exempt organization compliance, risk management, insurance administration, accounting, finance, or a related function.
• Knowledge of tax compliance, tax reporting requirements, and tax-exempt organization regulations.
• Understanding of risk management, insurance administration, compliance practices, and internal controls.
• Strong analytical, research, and problem-solving skills.
• High attention to detail and accuracy when preparing analyses, filings, reports, and supporting documentation.
• Ability to interpret regulatory, financial, tax, and risk-related information and develop practical recommendations.
• Effective written and verbal communication skills, including the ability to present complex information to varied audiences.
• Strong organizational and project coordination skills, including the ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Excel, PowerPoint, and other business software applications.
• Ability to collaborate across departments and build effective relationships with internal and external stakeholders.
• Ability to maintain confidentiality and exercise professional judgment when handling sensitive information.

Nice To Haves

• Experience with nonprofit or tax-exempt organizations.
• Experience supporting tax research, audits, tax authority inquiries, insurance programs, or risk management activities.
• Experience supporting cross-functional projects, process improvements, system implementations, or treasury-related activities.
• CPA or another relevant accounting, tax, or risk management certification.
• Workday experience.

Responsibilities

• Assist with federal, state, and local tax compliance and filings, including Forms 990, 990-T, and 4720.
• Maintain tax compliance calendars, workpapers, supporting documentation, and records.
• Conduct tax research and support compliance matters involving tax-exempt organizations, grants, sponsorships, new revenue streams, unrelated business income, nexus, and public support requirements.
• Assist with responses to IRS and state tax authority inquiries, notices, examinations, and information requests.
• Support tax accounting, financial statement disclosures, audit requirements, and related reporting.
• Support insurance and risk management activities, including policy renewals, exposure data collection, insurance applications, claims administration, and certificates of insurance.
• Coordinate insurance and risk activities with brokers, advisors, and internal stakeholders.
• Assist with identifying, documenting, monitoring, and mitigating organizational risks.
• Maintain risk-related documentation, policies, procedures, and internal controls.
• Prepare analyses, reports, presentations, and decision-support materials related to tax, compliance, insurance, risk management, treasury, governance, and special projects.
• Collaborate with Finance, Accounting, Treasury, Legal, external advisors, insurance brokers, and operational leaders on recurring responsibilities and cross-functional initiatives.
• Support special projects by gathering and analyzing information, tracking milestones, documenting decisions, coordinating stakeholders, and assisting with implementation.
• Perform financial, operational, and regulatory analyses to support business decisions, organizational changes, and nonrecurring transactions.
• Monitor legislative, regulatory, and industry developments.
• Identify opportunities for process improvements, enhanced controls, operational efficiencies, and risk reduction.
• Support selected treasury activities, including cash management, banking administration, debt compliance, investment reporting, and financial capacity documentation.
• Contribute to other finance and organization-wide initiatives as required.

Benefits

• Bonus compensation eligibility based on position level.
• Comprehensive medical, dental, vision, and life insurance plans.
• 401(k) matching of up to 5% of eligible pay.
• An additional 4% contribution to the retirement savings fund after the first year of continuous employment.
• Potential flexible working arrangements, depending on the role and discussion with the manager.
• Paid vacation, holiday, sick, and volunteer days.
• Targeted development, reward, and recognition programs.

What This Job Offers

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