Sr. Tax Compliance Analyst

Department Overview

The Tax & Compliance Department is a component of the OHSU Finance Division, responsible for complex compliance, regulatory tax withholding, tax reporting and other reporting/filing to federal and states entities and other applicable outside entities. The Tax & Compliance Department functions include research and implementation of federal and multi-state regulations related to tax, wage and hour, unemployment and other tax aspects related to payroll including out-of-state payroll. The Tax & Compliance department also maintains, writes and updates OHSU financial policies and procedures; ensures states and federal regulatory compliance standards are met, ensures proper record retention for tax related documents; establishes guidelines for disaster recovery.

The department's responsibilities also include coordinating external reporting for the institution, functioning as a resource for tax items and tax reporting items, resolving tax issues. The department is also responsible for training and providing support to the departments across the organization. Responsibilities of the department also include testing and implementation of tax related system upgrades and system implementation.
Function/Duties of Position
Institutional Tax Compliance & Reporting

Responsible for the timely and accurate preparation, filing, payment, and administration of federal, state, and local tax obligations for OHSU and its subsidiaries. Performs complex research, analysis, compliance monitoring, and risk assessment activities to support regulatory compliance and provide guidance on the tax implications of organizational activities involving high complexity and risk.

- Prepare, reconcile, and file the unrelated business income tax return, including gathering financial and operational information to support filings, ensuring compliance with federal and various state laws and regulations.

- Review institutional activities for potential unrelated business income and serve as the liaison with external tax consultants for preparation of the 990-T.

- Assist departments in identifying and addressing tax compliance issues associated with new programs, contracts, grants, sponsorships, revenue generating activities, and other institutional initiatives and advise Director on risks and mitigation.

- Prepare, reconcile, and file indirect tax returns, including gathering financial and operational information to support filings, ensuring compliance with federal and various state laws and regulations specific to excise, sales, use, franchise, occupational, real property, tangible property, and others as necessary.

- Prepare, reconcile, and file business tax returns for OHSU subsidiaries, maintain accurate records, ensuring compliance with partnership and corporate tax laws.

- Maintain and update annual IRS Form W-9s for OHSU and subsidiaries.

- Prepare, reconcile, and file Form 945 for domestic income tax withholding.

- Perform proactive periodic compliance pre-audits, risk assessments and ongoing compliance monitoring to actively review systems, processes, and documentation to identify and address potential issues and risks.

- Process and oversee tax payment and deposit activities, ensuring accurate and timely compliance with regulatory requirements and managing refunds.

- Respond to related tax correspondence including audits and notices, research issues as they arise, collect documentation and data required by external taxing authorities, review and analyze documents and data to ensure completeness, accuracy and compliance with regulations and OHSU’s internal controls.

International Tax Compliance & Reporting

Independently administer international tax compliance activities, coordinating with team members, and conducting complex research analysis to ensure adherence to applicable tax and immigration-related requirements.

- Maintain nonresident alien tax compliance records and documentation for international employees, students, s