Assistant Director, Accounting - Tax & Special Funds

  • Cal State University (CSU) San Jose
  • San Jose, California
  • Jun 18, 2024
Accounting and Finance Clerical and Administrative Support

Job Description

Job Summary

Reporting to the Senior Director of Accounting Services, the Assistant Director of Accounting - Tax and Special Funds is a hands-on leader responsible for managing a team of professional accountants to ensure accurate, efficient, and compliant financial reporting, and supporting the objectives of the Finance and Business Services division. The incumbent will be responsible for managing diverse accounting assignments including, but not limited to, tax reporting (including UBIT and 1042s), reconciliations and analysis of various funds and accounts, journal entries, debt financing, financial aid and student financial reporting, fixed assets, general accounting services, and supporting required year-end financial reporting needs. As a member of the finance management team, the Assistant Director of Accounting - Tax and Special Funds provides direction, planning, and decision making for the functions of the Accounting Services Department.

Key Responsibilities
  • Plans, organizes, and directs activities of the Accounting Services department, including fund accounting, general ledger reconciliations, journal entries, accounts receivable, financial aid and student financial accounting, fixed assets and tax reporting
  • Provides tax coordination and support to campus departments. Oversees the timely completion and submission of Unrelated Business Income Tax (UBIT), Nonresident Alien Tax (NRAT), and other tax related reports
  • Research and identify the cause of problems; collaborates with appropriate departments; develops and presents recommendations for improvement of established processes and practices
  • Ensures unit/department/division/college operates as a team to meet objectives.
  • Recommends initiatives and changes to improve quality and services of a unit/department/division/college
  • Collaborative plans and manages internal and external comprehensive financial and management reporting for the University consistent with standard accounting practices and policies; coordinates and manages external financial audits of the University
  • Oversees the preparation of the University and Auxiliary financial statements in accordance with Generally Accepted Accounting Principles (GAAP), as well as Financial Information Reporting Management System (FIRMS)
  • Develop financial statements and reports (i.e. GAAP Journal Entries, Wdesk Footnotes, PBCs required by the CO, SCO, external Auditors, and other various reports during the year-end process)
  • Represent SJSU in CSU system-wide finance groups as well as external organizations
  • Manages and directs staff (including cross-training) to ensure operational effectiveness
  • Effectively manage employee performance by providing leadership, supervision, and development opportunities for Accounting Services staff
  • Maintains contact with customers and solicits feedback to improve services
  • Cross-train with other Accounting Services MPP staff to provide assistance as needed


Knowledge, Skills & Abilities
  • Thorough technical knowledge of Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), Financial Accounting Standards Board (FASB), internal controls and financial reporting requirements
  • Thorough knowledge of Enterprise Resource Planning (ERP) systems and methods used to extract data
  • Advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems
  • Excellent management, interpersonal, and organizational skills
  • Ability to effectively present information and respond to questions from groups of managers, customers, and the general public
  • Ability to interpret and apply applicable rules, regulations, policies and procedures, and analyze situations accurately to adopt an effective course of action
  • Ability to effectively manage and evaluate the work of staff - including but not limited to assigning duties and responsibilities; oversee work assignments to ensure work is done accurately and timely; and provide personnel development
  • Ability to empower and motivate employees to continuously improve performance.
  • Ability to lead meetings in an organized fashion
  • Ability to establish and maintain effective working relationships across all levels of the University, related entities, and outside organizations
  • Ability to maintain personal composure in high stress situations
  • Ability to make complex financial policies accessible to a lay audience
  • Excellent written and oral communication skills
  • Ability to communicate with constituents in a professional and respectful manner


Required Qualifications
  • Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or closely related field, or combination of education
  • Five (5) years of full-time accounting experience with three (3) years of supervisory experience
  • Experience working with an accounting Enterprise Resource Planning System (ERP)


Preferred Qualifications
  • Master’s Degree in related field
  • Current professional certification (CPA, CGMA or CMA, CIA)
  • Experience in higher education and funding accounting
  • Experience with Oracle PeopleSoft ERP
  • Tax compliance in higher education
  • Experience managing Student Accounts including Financial Aid


Compensation

Classification: Administrator II
Anticipated Hiring Range: $10,502/month - $10,938/month
CSU Salary Range: $4,812/month - $15,449/month

The final hiring salary will be commensurate with experience.

San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary .

Application Procedure

Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:
  • Resume
  • Letter of Interest

All applicants must apply within the specified application period: June 17, 2024 through July 1, 2024. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.

Contact Information

University Personnel
jobs@sjsu.edu
408-924-2252

CSU Vaccination Policy

The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to jobs@sjsu.edu .

Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis.

The standard background check includes: criminal check, employment, and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third-party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.

SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS)

All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification:

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at clerycompliance@sjsu.edu .

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Fire-Safety-Report.pdf . The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at uhs-frontdesk@sjsu.edu .

Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director.

Equal Employment Statement

San José State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).

Advertised: Jun 17 2024 Pacific Daylight Time
Applications close:

Closing Date/Time:

Job Address

San Jose, California United States View Map