Tax Specialist
Location: Davidson, NC, United States · Reference: 1001
Reporting to the Associate Controller, the Tax Specialist serves as the
primary information resource on tax and related compliance matters. The Tax
Specialist is responsible for college-wide IRS, State and local tax compliance
and reporting within the Finance organization. This includes preparing
required tax filings and providing oversight and coordination to ensure
accurate, timely, and compliant reporting across all college operations.
Key Responsibilities
Tax Compliance and Reporting (75%)
Prepare and coordinate college-wide IRS tax filings, including IRS Forms
990 and 990-T, and related schedules.
Manage complex 1042 and 1042-S compliance tracking and reporting for the
college's global community. This includes determining tax withholding and
treaty exemptions for international students and foreign vendors.
Oversee compliance, reporting, and filings for other IRS Forms such as
1099s, 941s, and 1098-Ts.
Prepare and submit monthly state and local sales and use tax filings, as
well as quarterly sales and use tax rebate filings.
Ensure timely compliance with all other applicable state, local, and
county required filings.
Respond to inquiries, notices, and audit requests from the IRS, North
Carolina Department of Revenue, and other state/local tax authorities.
Policy Development and Knowledge Management (15%)
Document, maintain, and enhance written policies and procedures regarding
990, 990-T, 1042, 1042-S, North Carolina sales/use tax, 1099s, 941s, etc.
filings for reporting and reconciliation purposes.
Develop and oversee tax compliance procedures for nonresident alien
employees, students, and independent contractors, as well as fringe
benefits and general employment tax procedures.
Stay up to date on evolving federal, state, and local tax laws and
regulations to ensure institutional compliance and mitigate risk.
Institutional Support and Other Duties (10%)
Serve as a collaborative partner and tax resource for various offices and
departments across campus.
Perform other job-related duties as assigned by the Controller or
Associate Controllers.
Qualifications
Experience & Education
Degree: Bachelor's degree in accounting, finance, or a related field.
Experience: 2 to 5 years of dedicated tax compliance and reporting
experience.
Sector Knowledge: Proven track record working within or auditing
501(c)(3) tax-exempt organizations, alongside a strong baseline
knowledge of Generally Accepted Accounting Principles (GAAP).
Regulatory Skills: Demonstrated experience analyzing, interpreting,
and communicating complex federal, state, and local tax regulations and
laws.
Analytical Skills: Strong analytical and critical thinking skills
needed to identify and resolve complex tax issues, complete assigned
projects, and prioritize high-volume workloads.
Communication: Professional oral and written communication skills to
effectively collaborate with campus partners and work cohesively within
the Finance team.
Technology: Familiarity with Enterprise Resource Planning (ERP)
financial systems (e.g., Oracle Fusion, Workday, Banner) used in higher
education or non-profit sectors.
Technical & Professional Skills
Preferred Qualifications
Certified Public Accountant (CPA) designation is a strong plus.
Prior experience navigating tax complexities specifically unique to higher
education institutions.
Work Setting and Hours
This position qualifies for a hybrid work arrangement with the option of
working some days remotely from home/outside of the office after a
satisfactory introductory period of fully in-office work. The employee will
need to be flexible with scheduling in-office days to meet the needs of the
office and the division, including attending various in-person meetings and
events. General work hours are 8:00 – 5:00 pm, Monday through Friday.
Information about how to submit an application can be found at
https: // employment.davidson.edu
