Financial Analyst - Tax

Financial Analyst - Tax

Our team members advance our mission and exemplify excellence, compassion, teamwork, and purpose in all that they do. Indiana University Health is seeking individuals who embody these values to join our Financial Services team in the role of Financial Analyst.

We are seeking a detail‑oriented, motivated financial professional to support IU Health’s tax function through transactional processing, tax filings, and continuous improvement efforts. This role works closely with senior financial analysts and cross‑functional partners to ensure accurate, timely tax reporting and compliance while supporting process efficiency and data integrity.

Key Relationships

Reports to: Director – Finance

Direct reports: None

Shift: Full-Time, Hybrid schedule

Location: Indianapolis, IN

Responsibilities: 

• Prepares income tax returns for federal, state, and local tax returns consisting of both taxable and tax‑exempt organizations.

• Prepares the sales tax filing, reporting and payment processes.

• Prepares the property tax filing and payment processes.

• Prepares the excise filing and payment processes.

• Provides ongoing analysis, development, and implementation of methods and systems to improve overall efficiency and effectiveness of the area.

• Month end responsibilities and other duties as assigned. 

Candidate Qualifications

Candidates for this position will be evaluated according to the following criteria and competencies.

• Bachelor's degree in Business, Accounting, Finance, or related field is required.

• 0–3 years of relevant experience required.

• Requires proficiency in the use of Microsoft Office products/applications; strong Microsoft Excel experience required; relational database and financial or operational modeling experience a plus.

• Excellent verbal and written communication skills.

• Motivated and self‑driven with a continuous process improvement mindset.

• A high level of accuracy and attention to detail is essential.

• Ability to work with other functional groups.

   

• Knowledge of US GAAP. 

The “DNA” for Success 

• Detail‑Driven: You thrive in data‑heavy, transactional work and take pride in accuracy.

• Excel‑Strong: You are confident working in Excel and enjoy organizing, reconciling, and validating data.

• Self‑Motivated: You manage your workload independently, meet deadlines, and proactively ask questions.

• Collaborative: You work well with senior analysts and partner effectively with internal teams.

• Process‑Oriented: You look for ways to improve efficiency and streamline workflows.

• Positive & Engaged: You bring a can‑do attitude and are always willing to jump in where needed.

• Time‑Savvy: You balance multiple tasks and priorities while maintaining quality and focus. 

Indiana University Health is unlike any other healthcare system and we're looking for team members who share the things that matter most to us. IU Health leaders play a crucial role in advancing the mission of our organization and inspiring teams to make a meaningful difference in the lives of patients. As one of Indiana’s largest employers and the most comprehensive medical system in the state, our vision is to lead the transformation of healthcare through quality, innovation and education, and make Indiana one