Tax Specialist

The Office of the University Controller (UCO) 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 different perspectives from our people, and we are welcoming of people of different backgrounds.

Job Summary

This is a Tax Specialist position that reports to the University Tax Manager in the Controller's Office.

Department-Specific Responsibilities

• Oversees, corrects, and reconciles the 2 sales tax accounts that are for Indiana Sales Tax, Monroe County Food and Beverage Tax, Monroe County Innkeepers, Morgan County Innkeepers, Marion County Innkeepers, IN RP-11 return, MT Accommodations return, FL Sales Tax Return, MA Sales Tax Return, and WI Salts tax return.
• Monitors KFS and Buy.IU for documents to review and approve.
• Manages the entire Independent Contractor Questionnaire process.
• Runs the entire 1099 process including quarterly and, in some cases, monthly audit reports.
• Runs the entire 1098-T process.
• Responsible for the quarterly process of filing our 8038-GC for new leases.
• Handles all the CRM cases / questions received from IU affiliated individuals and external orgs for independent contractors, 1099s, 1098-T, Sales Tax, Innkeepers Tax, and anything to do with IU's sales tax exemption.
• Maintains all of the sales tax exemptions for Indiana and any other state where we are requested to do so.
• Assists with our annual Form 990-T filing to the IRS.

General Responsibilities

Qualifications

EDUCATION

Required

WORK EXPERIENCE

Required

LICENSES AND CERTIFICATES

Required

Preferred

SKILLS

Required

Working Conditions / Demands

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.

Work Location

Bloomington, Indiana

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

Advertised Salary

$68,000 - $71,745 annually, depending upon qualifications.

Benefits Overview

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

Learn more about our benefits by reviewing the IU Benefit Programs Brochure .

Job Classification

Career Level : Career

FLSA : Exempt

Job Function : Finance

Job Family : Accounting & Tax

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

Posting Disclaimer

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.

Equal Employment Opportunity

Indiana University is an equal opportunity employer and provider of ADA services and prohibits discrimination in hiring. See Indiana University Notice of Non-Discrimination here which includes contact information .

Campus Safety and Security

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 iups@iu.edu or by visiting IUPD.

Contact Us

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Telephone : 812-856-1234

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