Under general direction, perform advanced level professional tax compliance responsibilities in accordance with applicable federal, state and local tax laws and regulations in the area of income, sales, real & personal property and payroll for both tax-exempt and taxable affiliates of UMMS.

Principal Responsibilities and Tasks

The following statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by personnel so classified.

1. Assist in managing the operations of the Tax Compliance functions. Applies corporate policies and procedures as well as federal, state, and local statues or regulations governing general accounting
   • Supervise the process for annual filings of IRS Forms 990, 990-T, 1120, 1065 and Maryland Forms 500 as the lead contact between internal UMMS staff and external tax preparation firm. Develop and monitor the timeline to ensure filing deadlines are met. Inform finance staff of new IRS filing requirements or changes, and keep outside consultants apprised of organization changes at UMMS which impact tax compliance.
   • Gather information and prepare key 990 schedules in areas of governance, compensation, transactions with interest persons, related organizations and supplemental information as required. Prepare hospitals’ Schedule H by working with Community Benefits and Billing office to report on IRC Section 501r compliance.
   • Monitor UBI and taxable activities and calculate Federal, state and local quarterly estimated tax payments
2. Review and process Maryland Form 1 (personal property tax) and real estate tax payments and ensure property tax exemptions are filed where applicable.
3. Maintain an up-to-date list Organization Chart and Master listing of all UMMS entities and Federal tax ID numbers. Assist the Director of Tax Advisory & Compliance in tax planning and related projects for UMMS and its affiliates.
4. Communicates regularly with various finance personnel and management to ensure optimal efficiency and effectiveness of tax policy and reporting.
5. Keeps abreast of current federal and state tax information/guidelines in the finance and healthcare fields as well as new, related UMMS policies. Communicates relevant changes and/or protocol and procedural revisions to staff. Recommends appropriate department operational changes to ensure tax compliance.

The University of Maryland Medical System is a 12-hospital system with academic, community and specialty medical services reaching every part of Maryland and beyond. UMMS is a national and regional referral center for trauma, cancer care, Neurocare, cardiac care, women’s and children’s health and physical rehabilitation. UMMS is among the largest private employers in the Baltimore metropolitan area and one of the top 20 employers in the state of Maryland. No organization will give you the clinical variety, the support, or the opportunities for professional growth that you’ll enjoy as a member of our team. 

Education and Experience

• Bachelor’s degree from an accredited college or university in accounting, finance, or equivalent, is required. Juris doctorate or master’s degree in taxation is preferred.
• Certified Public Accountant (CPA) is preferred.
• Five (5) years progressively responsible tax experience or equivalent experience is required.
• Supervisor or management experience is preferred.

Knowledge, Skills and Abilities

• Proficient knowledge of federal and state tax laws and regulations in the exempt organization area as well as knowledge of Subchapter C and K sections of the Internal Revenue Code are required. Demonstrated knowledge of general accounting principles is required.
• Proficient knowledge of supervising, monitoring daily work activities, evaluating, training and motivating performance of subordinate technical, professional and clerical support staff is required.
• Proficient organization and problem-solving skills are required to develop/implement efficient work processes and to successfully resolve difficult, conflict-oriented situations. Ability to work effectively in a stressful work environment and to handle confidential issues with integrity and discretion are required.
• Highly effective verbal and written communication skills are required.
• Highly proficient mathematical skills are required, including calculating percentages, addition, subtraction, and multiplication, using a calculator or related equipment as appropriate or otherwise ability to manipulate numbers.
• Ability to operate a personal computer and proficiency with the following applications are required: MS Excel, MS Word and PowerPoint. A working knowledge of the following applications is also preferred: Lawson, Access and HEFM.

All your information will be kept confidential according to EEO guidelines.