Director, Direct Tax

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.
• 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.

Qualifications

• 12+ years of progressively complex experience in tax planning and compliance work is required.
• Bachelor’s Degree in Tax or Accounting or 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.