Sr. Manager, Individual Tax - PDS Health

Now is the time to join PDS Health. You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next level and gain valuable experience, apply today!

Acting as an integral member of the Tax team this candidate will work directly with key stakeholders (Owner Doctors and Executives) as a trusted advisor providing tax consulting and advisory services. They will also be responsible for the timely delivery of compliance services which include projections, estimates, scenario modeling and the timely filing of tax returns. They will participate in the professional development of staff, assist in running the individual tax team while developing strong relationships with departmental leaders within the company.

Responsibilities

• Responsible for review of individual tax returns, estimated tax filings, extensions calculations and related filings, including various state tax return filings.
• Provide consulting and advisory services to owner doctors and executives throughout the year. In addition to compliance, this job relies heavily on the time spent communicating and working directly with the owner doctors and executives. 
• Conduct tax research and work on complex projects.
• Display excellent communication skills, both written and oral, to build relationships with key stakeholders.
• Will exhibit a comprehensive knowledge of the tax issues facing individuals, while also having a strong working knowledge of C-corps, S-corps and Partnerships.
• Strong time management skills and an ability to manage multiple tasks and priorities in accordance with strict deadlines.
• Perform special tax projects as they arise, oversee work performed by outside tax service providers.
• Maintain proficiency with respect to current tax laws, tax law changes, CCH Axcess, Lexis, BNA, or other similar software, tax research tools and tax planning software.
• Must demonstrate the ability to effectively manage workflow and teams within deadlines, adhering and participating in all standard structured meetings.
• Performs people (HR) related functions, such as recruitment, assessing and selecting, performance reviews, disciplinary actions (with support of employee relations), compensation administration, transferring and promotion of team members.  Possess the ability to coach and mentor staff, including providing timely and meaningful feedback.
• Provide leadership and oversight for all individual tax matters, developing team to meet key stakeholders needs.
• Meet with key stakeholders in group setting and on-on-one to discuss tax planning and tax return reporting matters.  Display excellent communication skills needed to build relationships with owner doctors, executives and key internal employees.
• Experience working with and responding to federal, state and local tax inquiries and audit requests.
• Drive process improvements; enable streamlining to achieve operational efficiencies, benchmarking, and development of performance metrics.
• Demonstrates stewardship of the PDS Brand, making decisions consistent with the PDS Brand framework.
• Ensures compliance with company policies, as well as state, federal and other regulatory bodies.
• Other duties as assigned.

Qualifications

• Bachelor’s Degree in Tax or Accounting with 8+ years of individual tax compliance and consulting experience.
• CPA, JD or EA license.
• Excellent interpersonal, oral and written communication skills
• Experience managing a team of tax professionals.
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Preferred

• Master’s degree in Taxation or
• JD-LLM in Taxation
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Knowledge/Skills/Abilities

• Interpersonal skills a necessary to be a trusted advisor and provide consistent consulting services to owner doctors and executives.
• Strong broad based tax technical skills
• Flexibility in adapting processes to meet unique
• Ability to function effectively in Excel, Word, CCH, Lexis, etc.
• Demonstrates a strong ability to identify, analyze, and solve
• Fostering employee development by providing a supportive learning
• Ability to direct the work of others and work as a team leader in attainment of
• Ability to handle and maintain extreme confidentially with employee records including compensation and other PII.
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Benefits

• Medical, dental, and vision insurance
• Paid time off
• Tuition Reimbursement
• 401K
• Paid time to volunteer in your local community

PDS Health is an Equal Opportunity Employer. We celebrate diversity and are united in our mission to create healthier and happier team members.