Washington University is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, genetic information, disability, or protected veteran status.
This position is full-time and works approximately 37.5 hours per week.
Department Name/Job Location:
This position is in the Department of Accounting Services. The position is located at the North Campus. Travel between university campus locations for meetings is required. Limited travel is possible for specialized training.
This position performs an integral role in the calendar year end reporting function, including, but not limited to the collection of accurate data for and the processing of Internal Revenue Service (IRS) forms reporting payments to independent contractors and fellowship stipend recipients. This position is also responsible for the approval of all relocation expense transactions and responds to any customer service inquiries regarding these areas. In addition, this position assists with the preparation of periodic returns for sales, excise and MO entertainer taxes.
PRIMARY DUTIES AND RESPONSIBILITIES:
Perform monthly and annual audits of transactions reports, including supplier records and payments, certain expense reports, and miscellaneous payments to ensure appropriate 1099 reporting. Work with Accounts Payable, suppliers and miscellaneous payees, departments and the Lead Accountant for clarifications and corrections. Apply University policy and Internal Revenue Service guidelines to determine appropriate IRS reporting method for transactions reviewed, such as 1099, 1042-S, stipend payments and W-2s. Make any and all necessary adjustments to the reportable transactions to ensure completeness and accuracy of year-end reporting information. Perform all necessary research and follow-up to facilitate the response to the annual Internal Revenue Service “B” Notice for reportable transactions.
Process all relocation expense reimbursements and third-party payments to ensure timely and accurate reporting as may be required by law.
Assist with the production of 1098, 1099, and 1042-S forms and fellowship stipend reporting letters for Washington University and relevant subsidiaries and issue the forms to recipients by the designated due date.
Respond to and advise individuals who make telephone and email inquiries regarding reportable transactions, relocation expenses, 1099, 1098 and 1042-S inquiry and other information related to daily duties detailed above. Provide appropriate guidance to all callers based on a firm knowledge of applicable University policy and/or tax law or be able to refer callers to appropriate contact.
Respond to all internal and external requests for the University’s federal identification number, sales tax exemption certificates and Internal Revenue Service Determination Letter. Assist with the application for or renewal of state sales and property tax exemptions.
Assist with the preparation and timely filing of monthly sales tax returns and quarterly excise, MO entertainers and local tax returns.
May perform other projects as needed for Tax Reporting or other Accounting Services departments.
Bachelor’s degree and one year of related experience, or high school diploma or equivalent high school certification and five years of related experience.
Proficiency in in Microsoft Office Applications, including Outlook, Word, PowerPoint and Excel.
Bachelor’s degree in business or accounting and two years of related tax experience.
Willingness to undertake appropriate training at the discretion of the Manager of Tax to obtain specialized skills.
Ability to understand and interpret certain tax regulations, and to communicate this information clearly to others.
High math aptitude, analytical skills and attention to detail, with a commitment to organization and accuracy.
Ability to work independently with a high degree of reliability, accuracy and productivity.
Excellent written and verbal communication skills.
Excellent interpersonal skills, with a commitment to being a service-oriented, accessible communicator and team player.
Ability to meet deadlines with varying degrees of pressure and able to handle confidential information responsibly.
The hiring range for this position is $21.18 - $26.99 per hour.
All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. Current employees applying for a new position within the university may be subject to this requirement. The screenings will include a criminal background check and, as applicable for the position, other background checks, drug screen, employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.
Please attach a copy of your most current signed performance evaluation (completed within the last 18 months) to your online account. If you have not received a performance evaluation, you may provide two current signed letters of recommendation (written within the last 18 months), preferably to include one letter from either a current or recent former supervisor. To attach these documents, go to: My Career Tools, Add Attachment, Attachment Type – Performance Reviews or Letters of Recommendation.
Washington University in St. Louis, a medium-sized, independent university, is dedicated to challenging its faculty and students alike to seek new knowledge and greater understanding of an ever-changing, multicultural world. The University offers more than 90 programs and almost 1,500 courses leading to bachelor's, master's and doctoral degrees in a broad spectrum of traditional and interdisciplinary fields, with additional opportunities for minor concentrations and individualized programs. The faculty is composed of scholars, scientists, artists and members of the learned professions. They serve society by teaching; by adding to the store of human art, creativity, understanding, and wisdom; and by providing direct services, such as health care.