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 Director, Direct Tax reports directly to the VP, Tax. This position oversees and provides proactive leadership for the Direct Business tax function. The Director is responsible for managing, developing, and implementing tax strategies while supporting strategic operating goals. The function of the Director, Direct Tax services is to orchestrate and spearhead tax planning and compliance in harmony with the company’s overall strategic objectives. They will lead a team that will provide planning advice to key leaders regarding direct taxation and related financial planning as well as prioritizing efficiencies in tax reporting compliance requirements.

The successful candidate will be responsible for all aspects of leading the Direct Tax function, including but not limited to:

Responsibilities

• Lead the strategy, design, implementation and maintenance of tax planning, programs, policies, and procedures around tax for PDS and its affiliates.
• Work with the other directors within the tax department to lead a team of managers, staff and seniors and participate in their professional development.
• Thought leader, solutions partner and trusted advisor who builds strong relationships with key internal departments, executive leadership, and external consultants to aid team members to achieve a best-in-class tax planning, consulting, and compliance practice.
• Maintain proficiency with respect to current tax laws, tax law changes and proposals, applicable tax software, various tax research services, and planning opportunities.
• Be familiar with unique provisions of flow through entities and collaborate with operational leaders in advising on tax implications of structuring deals.
• Manage and develop tax processes and technology to align with tax department needs and objectives and find ways to improve existing processes that create efficiencies
• Meet with direct leaders and partners in group, board room and one-on-one settings to discuss and socialize tax planning matters and their implication to other departments and the company. Develops team to meet same expectations.
• Partner with accounting/finance, legal and business personnel to identify and implement those tax planning opportunities.
• Play an active role in the development of tax planning strategies, including those related to expanding business lines and an expanding multi-state operational footprint.
• Review and oversee the timely delivery of tax returns, extensions, quarterly tax estimates, and tax projection calculations.
• 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.
• Ensure a risk based and controls oriented environment.
• Mentor and develop tax staff while also using formal mentoring and career planning programs offered by the company.
• Oversee work of the tax team as they prepare tax returns and other tax compliance obligations.
• Foster an environment of inclusive behavior through effective communication and strong leadership skills.
• Maintain an appropriate professional appearance and demeanor in accordance with company policies, address others professionally and respectfully.
• Model stewardship of the PDS Brand, making decisions consistent with the PDS Culture and Brand framework.
• Identify, evaluate, and consult with external tax advisors, as needed, to best position PDS with respect to tax planning strategies.
• Adhere to and participate in all standard structured meetings.
• Other duties as assigned by the Vice President of Tax.

Qualifications

• 12+ years of progressively complex experience in tax planning and compliance work is required.
• Bachelor’s Degree in Tax or Accounting
• JD or CPA
• In depth knowledge of tax law including current tax developments; understanding of key direct and partnership tax processes and data drivers.
• Experience managing a tax team of more than ten direct and indirect reports.

Preferred

• Big Four or similar in combination with internal tax department experience.
• Master’s Degree in Tax
• Experience in Healthcare or Retail industry a plus.
• Experience with taxation of partnerships/LLCs and S-Corps

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

PDS Health is an Equal Opportunity Employer. We celebrate diversity and are united in our mission to create healthier and happier team members.