Job description

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale! Required Skills and Abilities 1. Exceptional oral and written communication, with demonstrated ability to conduct thorough tax research. Strong commitment to accuracy and confidentiality in all aspects of work. 2. Strong analytical capabilities paired with excellent organizational skills. Ability to work independently in a fast-paced environment, effectively managing multiple projects with competing and evolving priorities. 3. High degree of precision in work product and documentation, supported by sound independent judgment, discretion, and tact in all professional interactions. 4. Ability to assess and analyze complex issues, develop practical recommendations and drive effective solutions through implementation. 5. Proficiency in Microsoft Excel and other standard office productivity tools as well as experience with tax compliance software. Proficiency in tax research tools and tax preparation software. Principal Responsibilities 1. Review and analyze tax data related to the university’s investment portfolio, including partnership taxable income and tax basis. 2. Oversee federal, international, and state tax payment and refund process, and represent the university in identifying and resolving any discrepancies with tax authorities. 3. Prepare complex U.S. federal, state, and international tax filings (which in some cases are publicly available documents). Calculate and analyze taxable income and estimated tax payments for the University and related organizations. 4. Track, analyze and interpret tax information received from investment managers, including partnership Schedules K-1 and state equivalents, audited financial statements, international disclosures. 5. Prepare tax exemption certificates, tax forms, and supporting tax schedules in accordance with applicable requirements. 6. Partner with university departments to provide tax guidance, support compliance efforts, and obtain required information in a timely manner. 7. Monitor, analyze, and interpret changes in tax laws and regulations relevant to the University, and assess their potential operational and compliance impact. 8. Manage and track key tax documents, including Schedules K-1, investment manager tax questionnaires, and other relevant tax records. 9. Maintain the Schedule K-1 electronic access inventory and manage responses to departmental tax-related inquiries. 10. Review contracts and other documentation to identify activities that may give rise to Unrelated Business Taxable Income (UBTI). 11. May perform other duties as assigned. Required Education and Experience Bachelor’s degree in accounting, Business, or Finance, with a minimum of four years of related tax experience, or an equivalent combination of education and experience. Job Posting Date 10/09/2026 Job Category Professional Bargaining Unit NON Compensation Grade Administration & Operations Compensation Grade Profile Supervisor; Senior Associate (24) Salary Range $68,000.00 - $120,500.00 Benefits A general description of the benefits to be offered with this Managerial & Professional position is available at: Yale Benefits Time Type Full time Duration Type Staff Work Model Hybrid Background Check Requirements All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website. Health Requirements Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy. Posting Disclaimer Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions. The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department. The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran. Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA). Note Yale University is a tobacco-free campus.

Requirements

Must-haves

Required Skills and Abilities
Exceptional oral and written communication, with demonstrated ability to conduct thorough tax research. Strong commitment to accuracy and confidentiality in all aspects of work.
Strong analytical capabilities paired with excellent organizational skills. Ability to work independently in a fast-paced environment, effectively managing multiple projects with competing and evolving priorities.
High degree of precision in work product and documentation, supported by sound independent judgment, discretion, and tact in all professional interactions.
Ability to assess and analyze complex issues, develop practical recommendations and drive effective solutions through implementation.
Proficiency in Microsoft Excel and other standard office productivity tools as well as experience with tax compliance software. Proficiency in tax research tools and tax preparation software.
Principal Responsibilities
Review and analyze tax data related to the university’s investment portfolio, including partnership taxable income and tax basis.
Oversee federal, international, and state tax payment and refund process, and represent the university in identifying and resolving any discrepancies with tax authorities.
Track, analyze and interpret tax information received from investment managers, including partnership Schedules K-1 and state equivalents, audited financial statements, international disclosures.
Prepare tax exemption certificates, tax forms, and supporting tax schedules in accordance with applicable requirements.
Partner with university departments to provide tax guidance, support compliance efforts, and obtain required information in a timely manner.
Monitor, analyze, and interpret changes in tax laws and regulations relevant to the University, and assess their potential operational and compliance impact.
Manage and track key tax documents, including Schedules K-1, investment manager tax questionnaires, and other relevant tax records.
Maintain the Schedule K-1 electronic access inventory and manage responses to departmental tax-related inquiries.
Review contracts and other documentation to identify activities that may give rise to Unrelated Business Taxable Income (UBTI).
May perform other duties as assigned.
Required Education and Experience
Bachelor’s degree in accounting, Business, or Finance, with a minimum of four years of related tax experience, or an equivalent combination of education and experience.
Job Posting Date
Job Category
Professional
Bargaining Unit
Compensation Grade

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