Tax, Risk & Special Projects Analyst

UL Standards & Engagement • Evanston, IL

8d • $67,319 - $92,564 • 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 analyses, and strategic initiatives. It helps ensure regulatory compliance, maintains 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 is hybrid, with in-office work on Tuesday and Thursday. Responsibilities span tax filings and research, responses to tax authority inquiries, insurance and risk management support, treasury activities, financial and regulatory analyses, and coordination of special projects. The role also monitors relevant legislative, regulatory, and industry developments and supports process improvements and organization-wide initiatives.

Requirements

• Bachelor's degree in Accounting, Finance, Taxation, Risk Management, Business Administration, or a related field.
• Minimum of 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 in 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 other 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 calendars, workpapers, supporting documentation, and records.
• Conduct tax research and support compliance related to tax-exempt organizations, grants, sponsorships, new revenue streams, unrelated business income, nexus, public support requirements, and other tax matters.
• 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 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 stakeholder activities, 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 based on the level of the position.
• Comprehensive medical, dental, vision, and life insurance plans.
• 401(k) matching of up to 5% of eligible pay.
• Additional 4% investment into the employee's retirement savings fund after the first year of continuous employment.
• Depending on the role, the possibility of discussing flexible working arrangements with a 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