Senior Manager, Individual Tax

PDS Health•Irvine, CA

8d•$169,000 - $227,000•Onsite

About The Position

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. The Tax department is always evolving and so the duties outlined below may change and be replaced with others.

Requirements

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
This position is an in-person role, 5 days in office

Nice To Haves

Master’s degree in Taxation for CPAs or LLM in Taxation for JDs
Experience with Trusts, complex estate planning, gift tax reporting, and Private Foundations
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 needs
Experience with CCH Axcess Tax, SurePrep with classic Leadsheets, Bloomberg BNA projection software, Excel, and various tax research platforms
Proactively identify, analyze, and solve problems
Actively participate and share ideas in a constructive and positive manner in various meetings
Fostering employee development by providing one-on-one feedback and leading team trainings as needed
Ability to direct the work of others and work as a team leader in attainment of goals
Ability to handle and maintain extreme confidentially with employee records including compensation and other Personally Identifiable Information (“PII”)

Responsibilities

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.
Responsible for review of individual, trusts, and private foundation tax returns, estimated tax filings, extensions calculations and related filings, including various state tax return filings.
Travel for group presentations to Owner Doctors in various regions throughout the country. Some travel required (less than 10%).
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 and tax law changes.
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.
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 Health brand, making decisions consistent with the PDS Health brand framework.
Ensures compliance with company policies, as well as state, federal and other regulatory bodies.