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Chief Accounting and Tax Officer jobs in United States
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Miami University · 2 days ago

Chief Accounting and Tax Officer

Miami University is seeking a Chief Accounting and Tax Officer responsible for overseeing all accounting and tax functions at the University and the Miami University Foundation. This role ensures the accuracy of accounting records and compliance with standards, while also managing staff and leading financial reporting and tax filing processes.
Higher Education

Responsibilities

Supervises and develops General Accounting, Accounts Payable and Tax Compliance Staff
Manages the University’s general ledger and chart of accounts in fund accounting in accordance with GASB standards and manages the Foundation’s general ledger and chart of accounts, including all endowment and gift funds, in accordance with FASB accounting standards. Both general ledgers and chart of accounts are maintained in the enterprise system (Workday)
Manages the annual year-end university closing processes; establishes the year-end calendar dates and processing deadlines; monitors account reconciliations; prepare various financial workpapers and reports; works with staff and departments across the university and the Foundation to ensure fiscal year end entries are properly posted
Manages the Miami University Foundation annual year-end closing process and audit; establishes the year-end calendar dates and processing deadlines; monitors account reconciliations; prepares various financial workpapers; works with staff and departments across campus to ensure fiscal year end entries are properly posted
Assures ongoing compliance with both GASB/FASB standards for the University and the Foundation. Directs the implementation of new standards
Prepares the annual audited financial report and related financial reports for both the University and the Foundation
Coordinates with Grants & Contracts and Investment Accountant on fiscal year end audit
Reviews and analyzes financials on a monthly basis
Reviews and approves the CAFR, HEI, IPEDS, and other financial regulatory reporting for the University
Reviews the University’s unrelated business income and preparation of the IRS 990, 990-T forms and other tax-related reporting for the Foundation
Ensures adherence to all state financial regulations and university and foundation financial policies

Qualification

CPA licenseGAAP knowledgeGASB standardsFASB standardsTax law knowledgeWorkday Financial ManagementFinancial reportingInternal controlsLeadership skillsProject managementCommunication skills

Required

Bachelor's Degree in Accounting/Finance, a CPA license, and 7+ years of progressive leadership in accounting
Advanced knowledge of Generally Accepted Accounting Principles (GAAP) and applicable GASB and FASB standards
In-depth knowledge of federal, state, and local tax laws, including income, payroll, sales/use, and unrelated business income tax (UBIT)
Knowledge of financial reporting, regulatory filings, and statutory compliance requirements
Understanding of internal controls, audit standards, and risk management frameworks
Knowledge of higher education finance or large, complex organizational structures, including auxiliary business units and affiliated entities
Familiarity with enterprise resource planning (ERP) systems, preferably Workday Financial Management
Ability to oversee complex accounting operations and tax strategies
Strong written and verbal communication skills, including the ability to present complex financial information to executive leadership and governing boards
Leadership and development of high-performing accounting and tax teams
Project management skills, including the ability to lead cross-functional initiatives
Ability to ensure institutional compliance while balancing strategic priorities
Ability to influence executive leadership and provide trusted financial guidance

Preferred

An MBA or Master's Degree in Accounting in addition to the minimum requirements

Company

Miami University

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Strong academics, highly personal instruction, energetic campus life, successful graduates — Miami University sets the standard for public higher education on one of America’s most beautiful campuses.

Funding

Current Stage
Late Stage

Leadership Team

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Brian Ballou
EY Professor, MBA Faculty Director, and Co-Founder, Isaac & Oxley Center for Business Leadership
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Dan L. Heitger
Co-Founder, William Isaac & Michael Oxley Center for Business Leadership
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