Director, Business Tax

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!

The primary purpose and function of the Director, Individual Tax Services is to orchestrate and spearhead meetings with key stakeholders, executives, and Owner Doctors with their individual tax filing and planning needs. They will lead a team that will provide a professional experience and advise key leaders regarding tax and related financial planning. The Director, Individual Tax Services works to ensure their team meets all required tax reporting compliance and tax planning for these Clients and to optimize tax strategies and department costs to the Company.

Responsibilities

• Lead the strategy, design, implementation and maintenance of programs, policies and procedures around individual tax services for key internal clients
• Thought leader, solutions partner and trusted advisor who builds strong relationships with key stakeholders, executive leadership, and partners; drives to aid individuals to achieve a best in class tax planning experience
• Meet with individual leaders and partners in group settings and one-on-one to discuss tax planning and tax return reporting matters. Develops team to meet same expectations
• Updates internal clients/executives of upcoming tax mandates, law changes, new offerings, different strategies, or tax planning opportunities
• Maintain proficiency with respect to current tax laws, tax law changes and proposals, applicable tax software, various Tax Research service, and planning opportunities. Planning may involve such areas as retirement planning, sales and tax-deferred exchanges of real estate, estate & gift planning, business acquisitions and dispositions, and tax minimization strategies. Ensures internal tax team is also proficient on these matters
• Be familiar with unique provisions of flow through entities and collaborate with operational leaders in advising on tax implication of structuring deals
• Research tax mitigation strategies and issues that arise throughout the year
• Manage department performance and productivity to maintain PDS' standards for performance and that policies and procedures are documented, administered and interpreted in a fair and consistent manner. Coach, mentor and motivate a team to successful outcomes
• Identify ways to improve existing processes that create efficiencies or enhance the client's experience
• Responsible for a team to adhere to Individual Tax Team procedures, which may include partnering with internal departments on data submission, setting a standard of how the team interacts with internal clients, etc.
• Other duties as assigned

Qualifications

• Bachelor's Degree in Tax or Accounting
• 10+ years of experience in individual tax planning and compliance work is required
• CPA or EA

Preferred

• Master's Degree in Tax

Knowledge/Skills/Abilities

• Outstanding Communication Skills and Boardroom Presence - Verbal and Written
• Strong abilities in managing the daily operations of department(s) or work unit while developing short to medium term (1-3 years) goals
• Demonstrates excellent organizational skills and applies a disciplined and organized approach throughout their business
• Fostering employee development by providing a supportive learning environment
• Highly developed teambuilding, influencing, and collaboration skills
• Ability to direct the work of others and work as a team leader in attainment of goals
• Ability to interpret and apply policies and procedures
• Ability to handle and maintain extreme confidentially with employee records, compensation information, etc.
• Ability to draw valid conclusions; apply sound judgment in making decisions and make decisions under pressure
• Ability to function effectively in a broad range of technologies and research tools, Microsoft Office Suite, CCH, BNA etc.
• Organizational ability by demonstrating a systematic approach in carrying out assignments. Very orderly and excels at cutting through confusion and turning chaos into order

Benefits

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

Compensation Information

$194,000.00-$262,000.00 / Annually
PDS Health is an Equal Opportunity Employer. We celebrate diversity and are united in our mission to create healthier and happier team members.