Employees Human Resources – Classification Compensation
This is a description of a staff position at the University of Wyoming, not a job opening announcement. Current job openings can be found at the Prospective Employees page.
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities required.
Reports to: Designated Supervisor
UW Job Code: 3924
UW Job Family: 31
SOC Code: 13-2051
Pay Grade: 24
Date: July 01, 2008
Supervise interpretation and implementation of tax issue requirements; manage University cash and investments.
Education: Bachelor's Degree
Experience: 3 years work-related experience
Required Licensure, Certification, Registration, or Other Requirements:
- Certified Public Accountant certification is required
Knowledge, Skills, and Abilities
- Applicable federal and state regulations, especially Internal Revenue codes, rules and regulations.
- University regulations involving taxes and investments.
- Investment principles, systems, procedures and standards.
- University mission and strategic goals.
- University policies and Trustee regulations.
- University and/or public auditing policies, standards and procedures.
- Court processes and legal documentation requirements.
- Investment methodology and practices.
- Financial/business analysis techniques.
- Organizational structure, workflow, and operating procedures.
- Tax and investment analysis techniques.
- Management principles and practices.
- Tax provisions related to contractual arrangements and agreements.
- Centralized banking operations, procedures, and standards.
- Current and emerging trends and developments in tax legislation, regulations, and rulings.
- Faculty and/or staff hiring procedures.
- Budgeting, cost estimation, and fiscal management principles and procedures.
- Taxability determination processes and procedures.
- Investment strategies and applicable regulations.
- Account balancing and reconciliation.
- Rate of return estimation.
Skills and Abilities to:
- Interpret federal and state regulations, especially Internal Revenue codes and regulations.
- Manage time and several priorities, meeting demanding/conflicting deadlines.
- Effectively communicate, both orally and in writing.
- Supervise and train staff, including organizing, prioritizing, and scheduling work assignments.
- Examine and reengineer operations and procedures, formulate policy, and develop and implement new strategies.
- Foster a cooperative work environment.
- Budget preparation and fiscal management.
- Develop, plan, and implement short- and long-range goals.
- Negotiate and manage interest rates and bank compensating balance requirements.
- Make administrative and procedural decisions.
- Analyze and interpret the practical application of a range of tax laws, regulations, and policies pertaining to public institutions.
- Plan, organize, implement, and report on studies involving the collection and analysis of technical information.
- Maintain tax information and reporting systems.
- Prepare institutional tax returns.
- Investigate and analyze information and to draw conclusions.
- Document work in progress.
- Use applicable computer software to quantify and illustrate routine financial reports, comparisons, impacts, and/or projections.
- Persuade and influence others.
- Analyze and solve problems
Characteristic Duties and Responsibilities
Supervise Tax Compliance Accountant.
Make critical calculations concerning University funds and investments, protecting them from loss.
Manage University investments and determine anticipated cash requirements for each day's activity and invest extra cash to meet anticipated requirements.
Maintain information on university accounting system to determine amount of funds available for investment; equitably allocate earnings to sources of investment funds; reconcile earnings allocations.
Prepare investment report for Trustees' meetings.
Reconcile account balances; provide estimated rates of returns to concerned offices; provide data for annual report.
Allocate market value of endowment investment portfolios to each endowment; provide information as requested; calculate earnings to be distributed and report information.
Proof and supply corrections for all bond issue documents; supply information for university accounting system; prepare schedule for bond payments; invest bond funding and gather information for designated entities.
Provide financial information to independent CPA Auditor; request financial information from relevant banks; provide assistance to resolve problems; review draft copy of Audit Report.
Research matters affecting the University as they arise and initiate actions necessary for compliance as needed or requested.
Keep abreast of new developments and ideas regarding taxes and investments by reading relevant literature.
No major sources of discomfort, standard office environment.
Authorized by Classification/Compensation, Human Resources
Employees may be requested to perform job-related tasks other than those specifically presented in this description. Participating in the University's hazardous waste minimization program is part of the job of each employee who uses (or may come in contact with) hazardous materials. Fair Labor Standards Act (exempt/non-exempt) is designated by position. University of Wyoming actively supports Americans with Disabilities Act and will consider reasonable accommodations.