Analyst, Tax Special Projects and Operations

About the role

The Analyst, Tax Special Projects and Operations oversees the operations of the department under the direction of the VP of tax and is responsible for project management and ensuring efficient day-to-day processes as well as short- and long-term department initiatives and objectives.

Responsibilities

• Function as Project Manager for department special projects and key cross-functional initiatives.
• Oversee and manage the operations of the department including managing direct relationships with vendors, invoices and licenses and scheduling staff duties and deadlines.
• Provide tactical support to implement ideas and initiatives including managing progress towards projects or departmental goals.
• Manage comprehensive compliance records of tax clients and non-clients for the tax team, ensuring the lists are accurately updated and reconciled as necessary to keep information current and reliable.
• Orchestrate onboarding protocol for new doctors.
• Draft written communications to Owner-Doctors, RPs, SHs, and Executives for the tax department as needed. Also, manage and respond to internal communications under the direction of senior management.
• Aid in resolving IRS and state and local tax authority notices and audits by preparing written correspondence, which may involve calling, faxing, emailing, sending postage/certified mail, scanning, copying.
• Coordinate action items from team meetings and assist with creating status updates related to various team efforts and projects.
• Function as a liaison to other departments and provide support to department VP, Directors, and Managers.
• Aid in the department annual budgeting and monthly financial reconciliations including analyzing any variances and working with the finance department to address any issues, including fee-charge-out reconciliations.
• Arrange and manage all logistics for meetings and events including scheduling, material preparation, technology set-up, and post-meeting follow-ups.
• Provide loan assistance to ODs and other appropriate personnel.
• Collaborate with recruiting team and assist with onboarding of new team members to ensure they are integrated into the department/company effectively.
• Maintain tax department storage and retrieval system.
• Communicate with various tax agencies addressing audit controversies and resolution of notices, including independently writing correspondence with tax agencies as well as directly interacting with affected clients such as ODs or RPs.
• Securely deliver tax documents, including federal and state partnership, individual tax returns, P&L reports, balance sheets, K-1 schedules, 4868 extensions, and e-filing confirmation forms among other tax files.
• Aid in preparing and processing S Corp elections with the IRS to assure that all office PCs are qualified S Corps, process state tax payments online, research and reconcile refund checks and provide to accounting and/or appropriate person/department.
• Notify accounting of state payments.
• Create certified mail labels and ensure all mail is tracked via USPS.
• Invest in building long-lasting relationships both externally and internally.

Qualifications

• Strong Microsoft Office Suite skills with knowledge in Excel and formulas, Word and PowerPoint software applications, Adobe Acrobat as well as commonly used internet browsers.
• Ability to work with and analyze large volumes of data.
• Bachelor’s degree in related field of study, in lieu of degree 5+ years if experience in related field. In addition, 2+ years of professional experience.
• PREFERRED: Experience in a multi-locational healthcare or retail industry company, 7+ years of Experience working at a National or large regional CPA or law firm, or equivalent working experience within an internal tax or legal department.
• Advanced working knowledge of Microsoft Office Suite and emerging AI applications such as UI Path, Alteryx or Power BI.
• Knowledge/Skills/Abilities: Highly professional demeanor with the critical ability to maintain confidentiality, Ability to multitask and remain composed under pressure, Ability to work independently and collaboratively, Ability to independently craft communications, Excellent time management skills, Detail oriented, including strong writing, proofreading, editing and language skills, Strong abilities in managing the daily operations of department(s) or work unit while developing long term (3-5 years) goals, Elevated level of influence and trust within organization, Strong strategic thinking abilities to understand and process complex information and exercise sound judgment, Highly developed teambuilding, influencing, and collaboration skills, Ability to grasp “big picture” perspective and articulate across team and departments, Elevated levels of drive and energy, not afraid to initiate action before all the facts are known, Drive to finish everything that is started, 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 manage and maintain extreme confidentiality with employee records, compensation information, etc., Ability to read, analyze, and interpret documents such partnership sales documents or operating agreements, Strong quantitative, analytical skills, verbal and written communication and relationship building skills, Accurate grammar, spelling, and verbal communication skills; familiarity with corporate structures, entities, and the formation thereof and associated legal and tax terminology.

Benefits

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

Compensation Information

$75,000.00-$93,000.00 / Annually

PDS Health is an Equal Opportunity Employer.