Tax Compliance & Filings
Manage preparation, review, and timely filing of all required non-profit tax returns (i.e., 990PF and 990T), including federal, state, and local filings in coordination with Getty's external tax firm.
Oversee California-based property tax (including non-profit exemptions), sales and use tax, and other indirect tax filings.Ensure compliance with federal and multi-state tax requirements and registrations.Monitor changes in tax laws and regulations impacting non-profit organizations and advise leadership accordingly.Understanding the impact and providing guidance on Unrelated Business Income Tax (UBIT).
Tax Accounting & Reporting
- Prepare and review income tax provisions, deferred tax calculations, and related disclosures for financial statements.
- Assist with year-end close processes related to tax accounts and reporting.
Endowment & Investment Support
- Provide tax oversight for a large endowment with significant private equity investments (60%+), including review of K1s and investment-related tax matters.
- Coordinate with internal investment and finance teams, and external advisors on tax implications of investment activities.
Audits & Stakeholder Support
- Serve as primary tax liaison for internal and external auditors.
- Respond to tax authority inquiries and manage tax audits and examinations.
- Support internal stakeholders across the institution with tax planning, compliance, and advisory needs.
Leadership & Collaboration
- Manage and mentor a small team of tax professionals, including workload planning, performance goals and reviews, and professional development.
- Collaborate cross-functionally with finance, legal, foundation grants, and operations teams.
- Contribute to process improvements, documentation, and internal controls related to tax.