Tax Compliance

Formed in 1974, Harvard Management Company (“HMC”) manages Harvard University's endowment and related financial assets. Our singular mission is to help ensure Harvard University has the financial resources to maintain and expand its leadership in teaching, learning, and research for future generations. The endowment is managed by a highly experienced generalist investment team whose members each take ownership of the entire portfolio, regardless of asset class. HMC's operational structure brings a wide range of expertise to our portfolio management. These functions include risk management, legal, compliance, finance and accounting, human resources and administrative services as well as information technology to develop and implement the systems necessary to support our investment activities.

SUMMARY

The Tax Compliance role is an integral part of HMC’s Tax Team, which is responsible for completing all tax filings for HMC’s tax-exempt and taxable entities.  This individual will have primary responsibility for gathering necessary information for internal preparation of all federal and state tax returns.  The individual will assist in the preparation of tax workpapers and returns with other team members, in addition to working on related tax issues/initiatives. 

RESPONSIBILITIES

·         Advanced understanding of foreign entity reporting requirements and US foreign informational Forms 5471, 8865 and 926

·         Prepare/review federal and state tax returns, including IRS Forms 990, 990-T, 1120, 1120S, 1065 and multiple state tax returns

·         Compile, track and organize tax, accounting and investment information needed for the preparation of tax returns

·         Prepare workpapers to support tax returns and other tax initiatives

·         Participate in and contribute to refining internal processes and procedures

·         Establish and maintain relationships with external managers to gather pertinent tax and investment information

·         Establish and maintain critical relationships with internal accounting group and other functional areas within HMC and at Harvard University

·         Assist with researching tax, accounting and financial regulations and analyzing tax implications to support tax filings, audits, and other similar initiatives

·         Coordinate with tax advisors to support tax filings, tax audits, and other inquiries from tax authorities

·         Work on special projects as requested

QUALIFICATIONS

·         Bachelor’s degree accounting or finance major required

·         5-10 years accounting firm or financial services experience

·         Skilled in preparing/reviewing U.S. international forms 5471 and 8865

·         Experience with taxation of various entity types, including tax-exempt entities and partnerships, desirable

·         Experience with major tax preparation software a plus

·         CPA/MST designations a plus

·         Advanced proficiency in Excel spreadsheet creation and manipulation preferred

·         Detail oriented, strong work ethic, and dedication to superior work product

·         Ability to identify issues and research and recommend solutions

·         Team Player with “can do” attitude and willingness to learn and develop expertise

·         Self-starter with the ability to prioritize multiple projects and responsibilities

·         Ability to work under pressure and meet deadlines, willingness to work extra hours when necessary

·         Excellent professional, interpersonal, and verbal communication

·         Exceptional organizational skills are required

OTHER DETAILS

·         The FLSA classification for this position is exempt

·         HMC operates on a hybrid work model where employees are in the office from Tuesday to Thursday and remote on other days

·         HMC will not sponsor applicants for work visas for this position.

Interested candidates should apply online via https://www.hmc.harvard.edu/careers/