Reporting and Tax Lead (Accountant III) / Accounting Services
California State University, San Bernardino
Location: San Bernardino, California
Internal Number: 2516815
Reporting and Tax Lead (Accountant III) / Accounting Services California State University, San Bernardino
Job No: 504027 Work type: Staff Categories: Unit 9 - CSUEU - Technical Support Services, Probationary, Full Time, Education Support Professionals, Student Services
California State University, San Bernardino is a preeminent center of intellectual and cultural activity in Inland Southern California. Opened in 1965 and set at the foothills of the beautiful San Bernardino Mountains, the university serves more than 20,000 students each year and graduates about 4,000 students annually. CSUSB reflects the dynamic diversity of the region and has the most diverse student population of any university in the Inland Empire. Seventy percent of those who graduate are the first in their families to do so.
At CSUSB, you can:
Build your future
Work with the best
Be your authentic self
Focus on you
Make a lasting impact
Work for a purpose that is greater than your own
Bring everything you are, become everything you want
Financial Services fulfills CSU San Bernardino's fiscal responsibilities by maintaining financial integrity through sound accounting practices and providing quality services to our campus community. One of the units under Financial Services is Reporting and Tax which is responsible for the preparation of the University's GAAP financial and tax reporting to the Chancellor's Office (CO), Internal Revenue Service (IRS), and other outside entities, completing audit requirements, compliance to Unrelated Business Income Tax (UBIT) and Nonresident Alien (NRA) tax regulations and maintenance of the chart of accounts.
The Reporting and Tax Lead shall possess a thorough knowledge of Generally Accepted Accounting Principles. This position will take a lead role in the preparation of GAAP University's financial and tax reporting, various accounting projects/implementations, and assist with month-end and fiscal year-end closing processes. In addition, this position will examine financial documents/reports for completeness, accuracy, and conformance with GAAP, SAM, and established University and Auxiliaries' policies and procedures.
The responsibilities and essential functions include the following, but are not limited to:
GAAP Financial Reporting and Audit
The Reporting and Tax Lead has a direct responsibility in the preparation of the University's financial reporting to the State Controller's Office, Chancellor's Office, and other outside entities. The incumbent runs processes and creates schedules/reconciliations required by annual audit or upcoming GASB/FASB reporting requirements.
Chart of Accounts (COA) and Closing Rules
The Reporting and Tax Lead is responsible for the maintenance of the University's chart of accounts for all business units (campus and Auxiliaries). The incumbent will provide recommendations and resolve errors associated with legal edits to make sure COA follows the guidance from Chancellor's Office for year-end close and systemwide consolidation.
GASB/FASB Implementations and Other Projects
This position leads GASB/FASB standards implementations for campus and Auxiliaries, as well as other accounting projects as needed.
Tax Compliance and Reporting
Reporting and Tax Lead is also responsible for ensuring compliance with federal and state tax rules and regulations, and promoting awareness of tax issues within the University including the review of federal and state tax issues, new laws and regulations, and current court outcomes.
Oversight and Training
This position oversees the Reporting and Tax unit. This position works with other staff members assisting, guiding, training, and resolving accounting issues based on Generally Accepted Accounting Principles.
Other duties as assigned
Full-time, Exempt, Probationary with the possibility of converting to permanent.
First Review Deadline:
This position will remain open until filled. The initial review of applications will begin on October 4, 2021
Summer schedule: Monday through Thursday (7:00 am - 5:30 pm)
Academic year schedule: Monday through Friday (8:00 am - 5:00 pm)
Some evenings and weekend hours may be required.
Extensive knowledge of Generally Accepted Accounting Principles (GAAP) and GASB/FASB standards
Knowledge of statistical and mathematical presentation of data.
Knowledge of advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems, and/or other types of records management systems.
General knowledge of governmental accounting and internal control methods and related laws, rules, and regulations.
Ability to prepare complex financial statements and reports; understand and interpret laws and rules; communicate effectively with others inside and outside the unit, including conveying complex and technical professional accounting information to non-Accountants.
This position will analyze transactions from various systems and processes with an emphasis on improved efficiency. Other abilities necessary to perform the duties of this position are:
Excellent interpersonal communication skills.
Strong analytical skills.
Willingness and the ability to work within a team.
Interact with all levels of the organization and communicate with a culturally and ethnically diverse campus community.
Education and Experience
Equivalent or a bachelor's degree with a major in accounting, business administration, finance, or a closely related field OR a combination of education and experience which provides the required knowledge and abilities.
Equivalent to five (5) years of professional-level accounting experience.
CSU accounting and reporting experience.
Experience with ERP systems, such as PeopleSoft.
Anticipated Hiring Range: $6,250 - $6,667 per month
Hiring Range: $4,899 - $9,454 per month
Statement of Commitment to Diversity
In our commitment to furthering knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experiences. In our commitment to diversity, we welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. Our commitment to work toward an environment that values diversity requires that we create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.
The concept and dimensions of diversity are to be advanced and incorporated into every aspect of university activity, including student life, the curriculum, teaching, programs, staffing, personnel training practices, research, community services, events, and all other areas of university endeavor.
Dimensions of diversity shall include but are not limited to, the following: race, ethnicity, religious belief, sexual orientation, sex, gender identity, gender expression, ability, socioeconomic status, cultural orientation, national origin, and age.
The implementation of the Commitment to Diversity will rest with the university as a whole. In addition to a personal commitment and involvement, the president may use the University Diversity Committee, campus administrators, faculty, staff, and students as well as other members of the campus community to effectively implement this statement's philosophy and intent.
A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or the continued employment of current CSU employees who apply for the position.
The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements outlined in CSU Executive Order 1083 as a condition of employment.
California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.
This position may be 'Designated' under California State University's Conflict of Interest Code. This would require filing a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter. Visit the Human Resources Conflict of Interest webpage link for additional information: http://hrd.csusb.edu/conflictInterest.html
This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)
California State University, San Bernardino offers a challenging and innovative academic environment. The university seeks to provide a supportive and welcoming social and physical setting where students, faculty and staff feel they belong and can excel. The university provides students the opportunity to engage in the life of the campus, interact with others of diverse backgrounds and cultures, as well as participate in activities that encourage growth, curiosity and scholarly fulfillment. Through its branch campus in Palm Desert, the university mission extends to the Coachella Valley.