Tax & Disbursement Compliance Analyst

Position Number: 40030886

Payroll Title: FINANCIAL ANL 4 CX (006347)

Job Code: 006347

Job Open Date: 2/17/2026

Application Review Begins: 3/4/2026

Department Code (Name): CTLR (CONTROLLER)

Percentage of Time: 100%

Union Code (Name): CX

Employee Class (Appointment Type): Staff: Career

FLSA Status: Exempt

Classified Indicator Description (Personnel Program): MSP

Salary Grade: STEPS

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $97,200 to $103,325/year. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $97,200 to $182,000/year.

Work Location: Student Affairs & Admin Svs - 3201B

Working Days and Hours: M-F; 8:00am-5:00pm

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement, if applicable: Other
BFS supports a hybrid agreement for this position and will continue to do so as long as it makes sense for the position and meets the campus policies.

Special Instructions:

For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

In support of the UCSB Mission and UC Statement of Ethical Values, Business & Financial Services is an integral campus and community partner, providing sustainable value-added services and solutions to ensure responsible compliance and stewardship.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties:

Under the general direction of the Travel, Disbursements, and Tax Manager, the UCSB Tax Compliance Analyst has major campus responsibilities for tax compliance and performs complex financial analysis and reporting. Provides tax leadership to the campus in areas of taxation in order to improve compliance and minimize the university's overall tax liability in a manner consistent with the organizational objectives. Prepare tax returns and related reports necessary for external and internal compliance requirements; provide tax advisory services to departmental personnel and visiting Researchers/Speakers in a variety of tax areas, including but not limited to; Unrelated Business Income, International, Tax Treaties, Employment, Independent Contractors, Non-Resident Aliens, Sales and Use, eWaste, and Property Tax. Lead Administrator for UCSB Glacier tax compliance software system. Assist with implementation of new tax software systems and interfaces.

Required Qualifications:

• Bachelor's degree in related area and / or equivalent experience / training or
• Advanced degree in related area and / or equivalent experience / training
• 4-6 years Progressively responsible professional experience in tax compliance, accounting, finance, or a related field, preferably within a large, complex organization such as a university, governmental entity, or similarly regulated environment.
• 4-6 years Demonstrated experience preparing and reviewing tax returns and compliance reports in accordance with federal, state, and local tax regulations.
• 4-6 years Working knowledge of multiple tax areas, which may include employment taxes, independent contractors, sales and use tax, property tax, and unrelated business income.
• 4-6 years Experience performing financial analysis and reporting, including interpreting tax laws and regulations and applying them to institutional or operational activities.
• 4-6 years Experience working with international tax issues, including nonresident alien taxation, tax treaties, and payments to foreign individuals or entities, is highly desirable.

• 4-6 years Proven ability to provide tax guidance and advisory support to non-financial stakeholders, including departmental personnel and other campus constituents.

Preferred Qualifications:

1-3 years Experience serving as a functional lead or system administrator for tax-related software systems (e.g., Glacier or similar tax compliance platforms), including system implementation, configuration, testing, and ongoing support.

Special Conditions of Employment:

• Candidates must be legally authorized to work in the United States without the need for employee sponsorship
• Satisfactory criminal history background check
• UCSB is a Tobacco-Free environment

Misconduct Disclosure Requirement:

As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer.

"Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace

Job Functions and Percentages of Time:

• 60% Tax Compliance - Serves as Lead Administrator for the UCSB Glacier system, including monitoring account activity, following up with campus departments regarding delinquent records, and distributing Glacier Daily Reports to campus administrators for employees, non-employee visiting scholars, and their dependents. Responsible for preparation, review, and submission of UCSB IRS Forms 1042-S and related end-of-year international tax reporting. Reports and maintains accurate tax status for nonresident students, employees, and outside service providers. Prepares and maintains records of University tax returns, forms, refund claims, reports, and miscellaneous filings required by regulatory agencies, ensuring timely and accurate reporting and remittance to all appropriate tax authorities. Serves as Designated School Official (DSO) and Responsible Officer (RO) for UCSB's Student and Exchange Visitor Program (SEVP) and Student and Exchange Visitor Information System (SEVIS). Acts as campus liaison between UCSB, the U.S. Department of Homeland Security, and the U.S. Department of State to ensure compliance with SEVP, immigration, and related IRS regulations. Responds to audits and inquiries from the California Department of Tax and Fee Administration (formerly Board of Equalization), Franchise Tax Board, and other regulatory agencies. Interprets and applies federal and state laws related to withholding, reporting, and taxation; performs research and prepares written analyses on the application of tax laws and regulations to specific University transactions and activities. Subject Matter Expertise & Advisory Services Serves as the primary campus contact for tax-related questions and issues, exercising independent judgment in selecting methods and techniques to resolve complex matters. Acts as a subject-matter expert in ITIN processing, withholding, and reporting, ensuring institutional compliance with applicable federal and state regulations. Provides interpretation and guidance in the following tax areas: * Sales and use tax * Unrelated Business Income Tax (UBIT) * Wage payments for employees and independent contractors * Real and personal property tax * Fuel, utility, e-waste, and communications taxes * California nonresident withholding Educational and research activities conducted outside California or the U.S., or involving foreign individuals or entities Serves as UCSB's IRS Acceptance Agent, assisting individuals with completing ITIN applications (Form W-7), reviewing and certifying required documentation to verify identity and foreign status, and submitting applications in accordance with IRS Acceptance Agent program guidelines. Develops and delivers training and guidance to campus stakeholders on tax compliance requirements, processes, and best practices. Prepares tax-related correspondence and communications to increase awareness of tax obligations among departments, students, and other affected parties. Keeps Business & Financial Services leadership informed of significant tax matters, including emerging regulations and compliance risks. Represents UCSB at systemwide meetings related to areas of responsibility; analyzes information obtained to recommend strategies and improvements for the campus. Serves on systemwide and campus committees and task forces related to tax, compliance, and financial operations.
• 30% AP Analysis - Reconciles sales/use tax liability and withholding tax liability accounts to ensure balances are accurate, supported, and cleared timely. Investigates and resolves discrepancies related to tax postings, vendor coding, and system-generated tax calculations. Reviews exception reports and transaction edits to identify incorrect tax treatment and initiates corrective journal entries or adjustments. Performs periodic audits of AP transactions to verify compliance with federal, state, and institutional tax requirements. Analyzes vendor master data for accuracy, including tax classifications, exemption status, and withholding indicators. Coordinates with Tax, General Accounting, and Procurement to resolve complex tax or payment issues. Develops and maintains reconciliation schedules, documentation, and internal controls related to AP tax processing.
• 10% Special Projects - Participates in special projects and cross-functional initiatives as assigned, including process improvements, system enhancements, documentation development, and analysis in support of departmental and organizational goals.

UC Vaccination Programs Policy:

As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs.
As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more information, please visit University of California Policy on Vaccinations - https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy

*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Equal Employment Opportunity:

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

Reasonable Accommodations:

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