University of California Office of the President
MANAGER OF TAX SERVICES
University of California Office of the President, Oakland, California, United States, 94616
MANAGER OF TAX SERVICES
Location: Oakland
Job ID: 79571
Position Summary The Manager of Tax Services provides strategic leadership and oversight of all tax-related functions, ensuring compliance with federal, state, and local tax laws and regulations. This role manages tax planning, reporting, and compliance activities for the University of California, a complex organization that includes multiple campuses, medical centers, and foundations. The Manager oversees the preparation of annual tax filings (e.g., IRS Forms 990‑T, 941, 1042‑S, etc.), advises senior leadership on tax implications of institutional activities, and develops policies and procedures to manage tax risks and optimize tax positions. They collaborate with legal, finance, investments, payroll, human resources, procurement, and other functions to address a wide range of tax issues, including unrelated business income, international tax, employment tax, and sales and use tax. The Manager also serves as the primary liaison with external firms and tax authorities.
Key Responsibilities
25% Tax Compliance and Reporting
Direct the preparation, review, and filing of all required tax returns and informational filings on a systemwide basis, including but not limited to IRS Forms 990‑T, 941, 1042‑S, 1099, and applicable state and local returns.
Ensure accuracy and timeliness of filings, maintaining full compliance with tax laws and reporting obligations.
Monitor legislative and regulatory developments and proactively assess implications for UC's tax positions and compliance activities.
Serve as the University's representative to external tax authorities, including the IRS, state tax agencies, and auditors.
25% Tax Policy Development and Risk Management
Develop and implement tax‑related policies, procedures, and internal controls across the UC system to manage risk, ensure consistency, and support compliance.
Oversee and interpret policies for complex and evolving areas such as unrelated business income tax (UBIT), sales and use tax, employment tax, and tax‑exempt bond compliance.
Lead or support enterprise risk assessment and mitigation strategies related to tax compliance and planning.
In collaboration with other UC Controller staff, maintain and update relevant Business and Finance Bulletins, UC Accounting Manual content, and other UC policies.
15% Strategic Tax Planning and Advisory Services
Advise senior leadership across the UC system on the tax implications of new initiatives, business structures, partnerships, investments, and international activities.
Collaborate with functional areas such as procurement, payroll, human resources, legal, and investment offices to address cross‑functional tax issues.
Evaluate opportunities for tax efficiencies and recommend strategic actions to improve the University's overall tax position while aligning with its non‑profit mission.
15% Collaboration and Systemwide Coordination
Serve as the centralized subject‑matter expert and coordinating authority for tax professionals throughout the UC system.
Lead regular meetings with tax staff at campuses, medical centers, and foundations to share knowledge, disseminate best practices, and ensure consistent interpretation and implementation of tax regulations.
Build strong relationships and foster collaboration with internal stakeholders across the UC system.
Provide guidance and training to systemwide tax personnel and related staff.
20% Leadership
Provide leadership, oversight, and mentorship to a team of tax professionals. Guide recruitment, retention, and evaluation of staff.
Develop and communicate overarching, multi‑year unit and individual priorities and objectives.
Encourage training and development to improve the effectiveness and growth of the unit and individual employees.
Make recommendations and implement decisions on departmental issues (operations, budget, staffing needs, employee relations, etc.).
Ensure effective communication with internal and external stakeholders, including executive management, outside counsel, and tax advisors.
Experience Required Qualifications
Minimum of 10 years progressive experience in tax compliance and planning, preferably with experience in a large, complex, or matrixed organization.
Skills and Abilities Required Qualifications
In-depth knowledge of federal and state tax regulations applicable to tax‑exempt entities, including higher education institutions.
Demonstrated experience managing tax filings, audits, and advisory functions for a multi‑entity organization.
Strong leadership and team management experience.
Preferred Qualifications
Experience in a university or public‑sector environment.
Experience with tax‑exempt bond compliance and nonresident alien taxation.
Familiarity with tax software, ERP systems, and financial reporting tools.
Education Required Qualifications
Bachelor's degree in accounting, finance, business administration, or a related field, or equivalent combination of education and experience.
Preferred Qualifications
Master's degree in Taxation or JD with tax specialization.
Licenses and Certifications Preferred Qualifications
CPA
Travel Requirements Occasional travel to UC campuses and conferences (approximately 5%).
Special Conditions This position is a hybrid work arrangement. The person hired must report on site at UC's Office of the President located in Oakland, CA, on Tuesdays and Wednesdays, subject to change. The person hired will be required to reside in the State of California.
Salary and Benefits Job Title: Tax Compliance Manager 2 Job Code: 006033 Salary Grade: 27 Pay Scale: $190,000 – $225,000 Benefits information available upon request.
How to Apply Please attach a cover letter and resume with your application.
Application review date The first review date for this job is July 30, 2025. The position will be open until filled.
Conditions of Employment Background check: Successful completion of a background check is required for this critical position.
Smoke‑free work environment: The University of California, Office of the President, is smoke and tobacco free as of January 1, 2014.
Vaccination program policy: Compliance with the University of California policy on vaccination programs is required.
Disclosures regarding misconduct: The finalist will be required to disclose any final administrative or judicial decisions within the last seven years that determine misconduct, ongoing investigations, or appeals with a prior employer.
Misconduct means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct.
UC Sexual Violence and Sexual Harassment Policy
UC Anti–Discrimination Policy for Employees, Students and Third Parties
APM‑035: Affirmative Action and Nondiscrimination in Employment
EEO Statement The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
Accessibility For assistance to complete the application process, contact the Human Resource Department.
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Position Summary The Manager of Tax Services provides strategic leadership and oversight of all tax-related functions, ensuring compliance with federal, state, and local tax laws and regulations. This role manages tax planning, reporting, and compliance activities for the University of California, a complex organization that includes multiple campuses, medical centers, and foundations. The Manager oversees the preparation of annual tax filings (e.g., IRS Forms 990‑T, 941, 1042‑S, etc.), advises senior leadership on tax implications of institutional activities, and develops policies and procedures to manage tax risks and optimize tax positions. They collaborate with legal, finance, investments, payroll, human resources, procurement, and other functions to address a wide range of tax issues, including unrelated business income, international tax, employment tax, and sales and use tax. The Manager also serves as the primary liaison with external firms and tax authorities.
Key Responsibilities
25% Tax Compliance and Reporting
Direct the preparation, review, and filing of all required tax returns and informational filings on a systemwide basis, including but not limited to IRS Forms 990‑T, 941, 1042‑S, 1099, and applicable state and local returns.
Ensure accuracy and timeliness of filings, maintaining full compliance with tax laws and reporting obligations.
Monitor legislative and regulatory developments and proactively assess implications for UC's tax positions and compliance activities.
Serve as the University's representative to external tax authorities, including the IRS, state tax agencies, and auditors.
25% Tax Policy Development and Risk Management
Develop and implement tax‑related policies, procedures, and internal controls across the UC system to manage risk, ensure consistency, and support compliance.
Oversee and interpret policies for complex and evolving areas such as unrelated business income tax (UBIT), sales and use tax, employment tax, and tax‑exempt bond compliance.
Lead or support enterprise risk assessment and mitigation strategies related to tax compliance and planning.
In collaboration with other UC Controller staff, maintain and update relevant Business and Finance Bulletins, UC Accounting Manual content, and other UC policies.
15% Strategic Tax Planning and Advisory Services
Advise senior leadership across the UC system on the tax implications of new initiatives, business structures, partnerships, investments, and international activities.
Collaborate with functional areas such as procurement, payroll, human resources, legal, and investment offices to address cross‑functional tax issues.
Evaluate opportunities for tax efficiencies and recommend strategic actions to improve the University's overall tax position while aligning with its non‑profit mission.
15% Collaboration and Systemwide Coordination
Serve as the centralized subject‑matter expert and coordinating authority for tax professionals throughout the UC system.
Lead regular meetings with tax staff at campuses, medical centers, and foundations to share knowledge, disseminate best practices, and ensure consistent interpretation and implementation of tax regulations.
Build strong relationships and foster collaboration with internal stakeholders across the UC system.
Provide guidance and training to systemwide tax personnel and related staff.
20% Leadership
Provide leadership, oversight, and mentorship to a team of tax professionals. Guide recruitment, retention, and evaluation of staff.
Develop and communicate overarching, multi‑year unit and individual priorities and objectives.
Encourage training and development to improve the effectiveness and growth of the unit and individual employees.
Make recommendations and implement decisions on departmental issues (operations, budget, staffing needs, employee relations, etc.).
Ensure effective communication with internal and external stakeholders, including executive management, outside counsel, and tax advisors.
Experience Required Qualifications
Minimum of 10 years progressive experience in tax compliance and planning, preferably with experience in a large, complex, or matrixed organization.
Skills and Abilities Required Qualifications
In-depth knowledge of federal and state tax regulations applicable to tax‑exempt entities, including higher education institutions.
Demonstrated experience managing tax filings, audits, and advisory functions for a multi‑entity organization.
Strong leadership and team management experience.
Preferred Qualifications
Experience in a university or public‑sector environment.
Experience with tax‑exempt bond compliance and nonresident alien taxation.
Familiarity with tax software, ERP systems, and financial reporting tools.
Education Required Qualifications
Bachelor's degree in accounting, finance, business administration, or a related field, or equivalent combination of education and experience.
Preferred Qualifications
Master's degree in Taxation or JD with tax specialization.
Licenses and Certifications Preferred Qualifications
CPA
Travel Requirements Occasional travel to UC campuses and conferences (approximately 5%).
Special Conditions This position is a hybrid work arrangement. The person hired must report on site at UC's Office of the President located in Oakland, CA, on Tuesdays and Wednesdays, subject to change. The person hired will be required to reside in the State of California.
Salary and Benefits Job Title: Tax Compliance Manager 2 Job Code: 006033 Salary Grade: 27 Pay Scale: $190,000 – $225,000 Benefits information available upon request.
How to Apply Please attach a cover letter and resume with your application.
Application review date The first review date for this job is July 30, 2025. The position will be open until filled.
Conditions of Employment Background check: Successful completion of a background check is required for this critical position.
Smoke‑free work environment: The University of California, Office of the President, is smoke and tobacco free as of January 1, 2014.
Vaccination program policy: Compliance with the University of California policy on vaccination programs is required.
Disclosures regarding misconduct: The finalist will be required to disclose any final administrative or judicial decisions within the last seven years that determine misconduct, ongoing investigations, or appeals with a prior employer.
Misconduct means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct.
UC Sexual Violence and Sexual Harassment Policy
UC Anti–Discrimination Policy for Employees, Students and Third Parties
APM‑035: Affirmative Action and Nondiscrimination in Employment
EEO Statement The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
Accessibility For assistance to complete the application process, contact the Human Resource Department.
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