Tax Strategy & Planning Manager
Job Description:
• Manage federal, state, and local tax compliance including income, franchise, sales/use, property, and other applicable filings, as well as monitor evolving federal and state tax regulations affecting healthcare and PACE organizations
• Coordinate preparation and review of tax returns with external tax advisors and ensure timely and accurate filings
• Identify and implement tax-efficient strategies that support the organization’s operational and financial objectives
• Evaluate tax impacts of new market expansion, operational changes, and reimbursement structures, as well as develop forward-looking tax planning strategies that align with the organization’s growth strategy
• Provide tax analysis and structuring support for acquisitions, joint ventures, partnerships, and other strategic transactions
• Partner with legal, finance, and executive leadership on entity structuring, organizational design, and evaluating tax considerations for new states, markets, and program structures
• Translate complex tax matters into practical guidance for business stakeholders, as well as support strategic finance initiatives in partnership with the Controller and CFO
Requirements:
• Bachelor’s degree in accounting, finance, or taxation; master’s in taxation preferred; CPA preferred
• Seven (7) to ten (10) years of tax experience in public accounting, healthcare, or corporate tax
• Strong experience with multi-state taxation and complex entity structures
• Experience supporting tax planning, structuring, or transaction-related initiatives
• Public company experience strongly preferred
• Healthcare, managed care, nonprofit, or provider organization experience highly preferred
• Proficiency with Microsoft Excel; familiarity with data query/data management tools (Access, SQL, Business Objects)
Benefits:
• Medical insurance coverage (Medical, Dental, Vision)
• Work/life balance - We mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days
• 401K savings + match
• Comprehensive compensation package including base pay and bonus
• And additional benefits!
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• Manage federal, state, and local tax compliance including income, franchise, sales/use, property, and other applicable filings, as well as monitor evolving federal and state tax regulations affecting healthcare and PACE organizations
• Coordinate preparation and review of tax returns with external tax advisors and ensure timely and accurate filings
• Identify and implement tax-efficient strategies that support the organization’s operational and financial objectives
• Evaluate tax impacts of new market expansion, operational changes, and reimbursement structures, as well as develop forward-looking tax planning strategies that align with the organization’s growth strategy
• Provide tax analysis and structuring support for acquisitions, joint ventures, partnerships, and other strategic transactions
• Partner with legal, finance, and executive leadership on entity structuring, organizational design, and evaluating tax considerations for new states, markets, and program structures
• Translate complex tax matters into practical guidance for business stakeholders, as well as support strategic finance initiatives in partnership with the Controller and CFO
Requirements:
• Bachelor’s degree in accounting, finance, or taxation; master’s in taxation preferred; CPA preferred
• Seven (7) to ten (10) years of tax experience in public accounting, healthcare, or corporate tax
• Strong experience with multi-state taxation and complex entity structures
• Experience supporting tax planning, structuring, or transaction-related initiatives
• Public company experience strongly preferred
• Healthcare, managed care, nonprofit, or provider organization experience highly preferred
• Proficiency with Microsoft Excel; familiarity with data query/data management tools (Access, SQL, Business Objects)
Benefits:
• Medical insurance coverage (Medical, Dental, Vision)
• Work/life balance - We mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days
• 401K savings + match
• Comprehensive compensation package including base pay and bonus
• And additional benefits!
Apply tot his job
Apply To this Job