Accountant 2, Tax

Yale University

Job Description

University Job Title

Accountant 2, Tax

Bargaining Unit

None – Not included in the union (Yale Union Group)

Time Type

Full time

Duration Type


Compensation Grade

Administration & Operations

Compensation Grade Profile

Supervisor; Senior Associate (P4)

Work Location

Central Campus

Worksite Address

150 Munson Street

New Haven, CT 06511

Work Week

Standard (M-F equal number of hours per day)

Searchable Job Family


Total # of hours to be worked:


Position Focus:

Yale University’s Finance & Business Operations team has an exciting opportunity for a Tax Accountant 2 to join the university’s Tax Department. This position will provide growth opportunities for the right candidate.

The Tax Accountant will be responsible for coordinating and managing a range of technical tax and support activities for tax professionals in the Tax Department. Some of the duties include preparing U.S., state and international tax and information filings for the University, its endowment which includes a global portfolio of investments, and certain affiliated entities.

Essential Duties

1. Organizes, reviews and analyzes data, including tracking partnership taxable income and tax basis for the universitys limited partnership investments. 2. Monitors federal, international and state tax payments and refunds and follows up with tax authorities, as necessary. 3. Prepares U.S., state and international tax filings (which in some cases are publicly available documents). Calculates and analyzes taxable income and estimated tax payments for the University and related organizations. 4. Tracks, analyzes and interprets information received from investment managers (e.g., partnership Schedules K-1 and state equivalents, audited financial statements, international disclosures, etc.). 5. Prepares routine tax certificates of exemption, tax forms and tax schedules. 6. Communicates with university departments to provide and obtain information and documents 7. Organizes, maintains and archives tax files, including electronic storage and filing, in accordance with Tax Department document retention policies. 8. Obtains, downloads and tracks tax documents, including Schedules K-1, investment manager tax questionnaires and other relevant tax documents. 9. Manages Schedule K-1 electronic access inventory and departmental email. 10. Provides support to tax professionals, and performs other duties as assigned.

Required Education and Experience

Bachelors degree in Accounting, Business, Economics or Finance and two years of related tax experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.

Required Skill/Ability 1:

Proficiency with Microsoft Excel, Word, and PowerPoint.

Required Skill/Ability 2:

Demonstrated documentation, project management, organizational skills, and attention to details.

Required Skill/Ability 3:

Strong administrative and organizational skills and ability to manage multiple projects with competing priorities. Ability to balance multiple client projects and other responsibilities.

Required Skill/Ability 4:

Professional demeanor and strong communication skills, both written and oral. Ability to interact and communicate effectively with all levels of engagement management and client personnel.

Required Skill/Ability 5:

Positive attitude with good interpersonal skills.

Drug Screen


Health Screening


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. Please visit for additional information on the background check requirements and process.

Covid Vaccine Requirement

Please note that the university has a COVID vaccination requirement; visit for details. For up-to-date information visit COVID-19 website

Posting Disclaimer

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 particular position. Employees will be assigned specific job-related duties through their hiring departments.

Affirmative Action Statement:

Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individuals sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of 1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance. Questions regarding Title IX may be referred to the Universitys Title IX Coordinator, at, or to the U.S. Department of Education, Office for Civil Rights, 8th Floor, Five Post Office Square, Boston MA 02109-3921. Telephone: 617.289.0111, Fax: 617.289.0150, TDD: 800.877.8339, or Email:


Yale University is a tobacco-free campus