Sr Manager Tax

Veradigm•Raleigh, NC

1d•Hybrid

About The Position

The Sr. Tax Manager will lead and contribute hands-on across Veradigm’s income tax provision (ASC 740), U.S. federal and state income tax compliance, international tax reporting, and SOX 404 internal controls. The role supports a publicly traded, small-cap company with a lean tax department, requiring independent ownership of significant scope and coordination with tax leadership, auditors, outside advisors, and cross-functional and executive stakeholders. The position also contributes to process and control improvements as the Company grows. The role prepares or reviews quarterly and annual tax provisions, tax disclosures for 10-K and 10-Q filings, valuation allowance analyses, and documentation for uncertain tax positions. It manages federal, state, and local compliance, including returns, estimated payments, R&D credits, and outsourced preparers. International responsibilities include tax accounting and compliance matters such as GILTI, Subpart F, FDII, BEAT, foreign tax credits, Pillar Two, transfer pricing, and related filings. The Sr. Tax Manager maintains income tax SOX documentation and performs control activities, works with auditors on reviews, audits, walkthroughs, and testing, and addresses control deficiencies. The role also conducts tax research, prepares technical memoranda, uses tax and data-analysis technology, and identifies opportunities to automate and streamline recurring work. It partners with Accounting, FP&A, Treasury, Legal, and other groups on transactions and business initiatives; supports M&A tax matters; supervises and develops tax staff or associates; manages service providers; and handles tax audits, notices, special projects, and analyses. The position is primarily performed in an office/hybrid environment, with occasional travel possible for training, audits, or business needs. Extended hours, weekends, and/or holidays may be required during peak close, provision, and filing periods. PTO is limited during periods when business needs require it. Visa sponsorship is not offered.

Requirements

Bachelor’s degree or equivalent technical/business experience.
10+ years of combined Big 4 and public-company tax work experience.
Five years at the Manager level or equivalent experience.
Strong knowledge of the Internal Revenue Code, state statutes, GAAP ASC 740 and FIN 48, accounting reporting systems, and SOX 404.
Strong technical accounting and tax research skills, with sound judgment on complex or ambiguous issues.
Advanced Microsoft Excel skills.
Excellent written and verbal communication skills, including the ability to explain technical tax matters to non-tax audiences.
Strong organizational and project management skills, including managing multiple deadlines and competing priorities in a lean-staffed environment.
Ability and willingness to work hands-on, including technical review and direct preparation and execution work.
High degree of accuracy, attention to detail, and personal accountability.
Sound understanding of U.S. GAAP financial reporting as it relates to income taxes.
Ability to manage relationships with outside advisors, auditors, and service providers effectively.
Collaborative, team-oriented approach, with the ability to work independently and take ownership of assigned areas.
Integrity and sound judgment in handling confidential financial and tax information.
Ability to work extended hours, weekends, and/or holidays during peak periods.
Occasional travel may be required for training, audits, or business needs.
Legally authorized to work in the United States or Canada; employment eligibility verification is required as a condition of hire.

Nice To Haves

Master’s degree in Tax.
CPA.
Experience with ERP systems such as Workday or Oracle.

Responsibilities

Prepare and/or review quarterly and annual income tax provisions, including current and deferred tax calculations, effective tax rate analysis, and rate reconciliation under ASU 2023-09.
Manage valuation allowance analyses and document the realizability of deferred tax assets.
Prepare and maintain uncertain tax position documentation and technical memoranda supporting return positions.
Prepare income tax footnotes and related 10-K and 10-Q disclosures, including rate reconciliations and deferred tax rollforwards.
Coordinate with external auditors on quarterly reviews and annual audits of the income tax provision; prepare support and respond to inquiries.
Own and maintain SOX 404 narratives, control matrices, and documentation for income tax processes.
Perform and document tax control activities, including preparer/reviewer sign-offs, account reconciliations, and supporting evidence.
Partner with internal and external auditors on SOX walkthroughs and testing, and remediate identified control deficiencies.
Identify and implement process and control improvements for the tax department.
Manage preparation and timely filing of U.S. federal consolidated, state, and local income tax returns, whether prepared internally or by outside providers.
Review and/or prepare state apportionment calculations and analyze nexus, apportionment methodology, and combined/unitary versus separate-company filing positions.
Manage federal and state estimated tax payments, extensions, and filing deadlines.
Manage outside tax preparers, including scoping, data delivery, draft-return review, and reconciliation of return positions to the tax provision.
Research and document federal and applicable state R&D tax credits, including coordination of credit studies and support for claimed credits.
Prepare and/or review tax accounting and compliance impacts of international operations, including GILTI, Subpart F, FDII, and BEAT.
Compute and analyze foreign tax credits, including foreign tax pools and applicable limitations.
Monitor and assess exposure under the OECD Pillar Two global minimum tax framework, including data gathering, modeling, and disclosure considerations.
Coordinate with outside advisors on transfer pricing documentation, intercompany agreements, and related compliance such as Forms 5471 and 8858; review related tax accounting impacts.
Research and document federal and state income tax issues and draft technical memoranda.
Use tax research platforms, OneSource Tax Provision, and tax compliance software to support provision, compliance, and research workflows.
Apply Excel, Alteryx, Power BI, and where appropriate generative AI tools to improve tax research, provision, compliance, accuracy, efficiency, and documentation.
Identify opportunities to automate and streamline recurring tax processes and support evaluation and implementation of tax technology.
Partner with Accounting, FP&A, Treasury, Legal, and other business partners on tax implications of transactions, initiatives, financing, and entity structuring.
Support tax due diligence and integration for mergers, acquisitions, or dispositions as needed.
Supervise, train, and develop tax staff and/or associates, and manage outside service providers to ensure timely, quality deliverables.
Manage and respond to federal and state tax audits and notices, including preparing responses and supporting documentation and managing outside counsel or advisors as needed.
Assist the VP of Tax and another Sr. Tax Manager with special projects, planning initiatives, and ad hoc analyses.