Sr Manager Tax

Veradigm•Raleigh, NC

1d•Hybrid

About The Position

The Sr. Tax Manager will play a critical role in Veradigm’s income tax provision process under ASC 740, U.S. federal and state income tax compliance, international tax reporting, and SOX 404 internal controls for a publicly traded company. The role calls for a well-rounded tax professional with Big 4 public accounting training and meaningful public-company income tax experience. In a lean tax department at a small-cap company, the manager will work independently across provision, compliance, and international tax matters, own significant areas of work, and contribute to improving processes and controls as the company grows. The position combines technical income tax, tax accounting, ASC 740, and SOX 404 responsibilities with communication and coordination across tax leadership, outside advisors, auditors, and cross-functional and executive stakeholders. It is a hands-on role involving both technical review and direct preparation and execution. The position is primarily performed in an office/hybrid environment, with occasional travel potentially required for training, audits, or business needs. Extended hours, weekends, and/or holidays may be required during peak close and tax deadline periods.

Requirements

Bachelor’s degree or equivalent technical/business experience required.
10+ years of combined Big 4 and public-company tax work experience.
Five years at the Manager level or equivalent experience required.
Strong knowledge of the IRS 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 clearly to non-tax audiences and business partners.
Strong organizational and project management skills, including the ability to manage multiple deadlines and competing priorities in a lean-staffed environment.
Comfort working hands-on, including both 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 effectively with outside advisors, auditors, and service providers.
Collaborative, team-oriented mindset, 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, including quarterly and annual close and tax deadlines.
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.
Experience with tax research platforms such as RIA Checkpoint, Bloomberg Tax/BNA, or CCH; OneSource Tax Provision (OTP); and tax compliance software such as Corptax or similar.
Experience with data analytics tools such as Excel, Alteryx, or Power BI, and generative AI tools such as ChatGPT or Claude.

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, with supporting documentation and evidence.
Manage valuation allowance analysis and documentation supporting the realizability of deferred tax assets.
Prepare and maintain documentation for uncertain tax positions under ASC 740-10 / FIN 48, including technical memoranda supporting return positions.
Prepare income tax footnotes and related disclosures for 10-K and 10-Q filings, including tax rate reconciliations, deferred tax asset/liability rollforwards, and ASU 2023-09 disclosures.
Coordinate with external auditors on quarterly reviews and the annual income tax provision audit, including preparing support and responding to inquiries.
Own and maintain SOX 404 process narratives, control matrices, and control documentation for tax provision, compliance, and account reconciliation processes.
Perform and document tax control activities, including preparer/reviewer sign-offs, account reconciliations, and supporting evidence, in accordance with the internal control framework.
Partner with internal audit and external auditors on SOX walkthroughs and testing, and remediate identified control deficiencies.
Identify and implement process and control improvements to strengthen the tax department’s control environment.
Manage preparation and timely filing of U.S. federal consolidated and state and local income tax returns, whether prepared internally or by outside providers.
Review and/or prepare state tax apportionment calculations, including analysis of nexus, apportionment methodology, and combined/unitary versus separate-company filing positions.
Manage federal and state estimated tax payments and extensions, and monitor filing deadlines across jurisdictions.
Manage outside tax preparers where compliance is outsourced, 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 coordinating credit studies and supporting claimed credits.
Prepare and/or review tax accounting and compliance impacts of international operations, including GILTI, Subpart F, FDII, and BEAT calculations.
Compute and analyze foreign tax credits, including tracking 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 as rules are enacted in relevant jurisdictions.
Coordinate with outside advisors on transfer pricing documentation, intercompany agreements, and related compliance, including Forms 5471/8858, and review resulting tax accounting impacts.
Research and document federal and state income tax technical issues and draft well-supported technical memoranda.
Use tax research platforms, OneSource Tax Provision (OTP), and tax compliance software to support provision, compliance, and research workflows.
Apply data analytics and, where appropriate, generative AI tools to improve the efficiency, accuracy, and documentation of tax research, provision, and compliance processes.
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, business initiatives, financing, and entity structuring.
Support tax due diligence and integration matters for mergers, acquisitions, or dispositions as needed.
Supervise, train, and develop tax staff and/or associates, and manage outside service providers to ensure quality and timely 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.