Senior Tax Accountant

Direct Supply•Milwaukee, WI

About The Position

Direct Supply is building the future of healthcare technology with industry-leading products, solutions, and platforms to help improve the lives of millions of seniors and those who care for them. In the Senior Tax Accountant position, you’ll drive tax compliance and advisory efforts across Direct Supply and its subsidiaries, ensuring accurate filings while partnering across the business to support strategic initiatives. You’ll interpret complex tax regulations, enhance processes, and leverage data, systems, and emerging technologies to improve efficiency and accuracy. Skills Needed: Applies AI and Technology Identifies opportunities to boost efficiency and add value using AI and tech. Embraces and applies digital innovations and tech solutions to build business. Eagerly learns and integrates new technologies where they matter most. Communicates Effectively Develops and delivers impactful communications for diverse audiences across channels. Excels in both small and large group interactions. Captures attention, actively listens, and guides discussions towards targeted goals. Solves Problems Uses technology and sharp logic to craft inventive solutions to complex issues, digging deep to tackle root causes. Conducts impartial analysis, leaving no stone unturned for comprehensive insights. Delivers Results Seizes new opportunities and tackles challenges head-on with urgency. Takes initiative and consistently hits goals. Zeroes in on key priorities for results. Drives progress through uncertainty and moves others to action.

Requirements

Bachelor’s degree in Accounting or related field
3–5 years of relevant tax experience
Experience leading or managing projects
Advanced proficiency in Microsoft Excel
Applies AI and Technology Identifies opportunities to boost efficiency and add value using AI and tech. Embraces and applies digital innovations and tech solutions to build business. Eagerly learns and integrates new technologies where they matter most.
Communicates Effectively Develops and delivers impactful communications for diverse audiences across channels. Excels in both small and large group interactions. Captures attention, actively listens, and guides discussions towards targeted goals.
Solves Problems Uses technology and sharp logic to craft inventive solutions to complex issues, digging deep to tackle root causes. Conducts impartial analysis, leaving no stone unturned for comprehensive insights.
Delivers Results Seizes new opportunities and tackles challenges head-on with urgency. Takes initiative and consistently hits goals. Zeroes in on key priorities for results.

Nice To Haves

CPA designation preferred
Passion for AI, automation, and digital finance transformation

Responsibilities

Prepare and review corporate income, franchise, and multi-jurisdictional tax filings to ensure accuracy and compliance with applicable laws and regulations.
Serve as a trusted partner to internal teams by responding to tax-related inquiries with clarity, accuracy, and professionalism.
Research and interpret tax implications of new business initiatives, providing actionable guidance to stakeholders.
Lead tax-related projects, including initiatives driven by changes in tax legislation and opportunities to improve tax processes.
Manage and support federal and state tax audits, including income, franchise, and sales tax audits.
Monitor and respond to tax notices, ensuring timely and accurate resolution.
Enhance sales tax processes, including exemption certificates, W-9 documentation, and system configurations.
Leverage AI and technology to automate workflows and improve accuracy and efficiency in tax collection and remittance.
Stay current on evolving tax laws across jurisdictions and proactively implement necessary changes.
Partner with business teams to ensure proper tax treatment for new products, services, and revenue streams.
Streamlines tax processes by identifying and implementing automation and system enhancements that improve accuracy and efficiency.
Analyzes large datasets and identifies trends using advanced Excel functions to ensure accuracy and support decision-making.
Collaborates effectively with Finance, Sales, and external stakeholders to resolve tax-related matters and drive alignment.
Drives progress through uncertainty and moves others to action.