Sr. II, Business Tax

About the role

The primary responsibility of this position is to provide tax compliance services and work on ad-hoc projects for PDS Health and its affiliates. This involves preparing and reviewing partnership workpapers, allocations, and tax returns. You will identify complex tax issues and provide tax analysis for a variety of entities while working with cross-functional internal departments. You will also work with a team of staff to participate in their professional development.

This position requires in-office work 5 days a week in accordance with the current policy.

Responsibilities

• Prepare and/or review annual preparation of tax returns (operating partnerships, real estate partnerships, S-Corporations)
• Research and memorandum/documentation writing skills are required
• Knowledge and experience with tax issues related to C-Corps, S-Corps and Partnerships
• Assist with IRS and state tax authority tax notices and audits
• Work with various departments, primarily legal, accounting and finance, to gather information necessary for tax return preparation
• Act as mentor, support, and assist in the development and training of staff
• Bring forth ideas to improve processes and materials
• Ensure compliance with Company policies, as well as State, Federal and other regulatory bodies
• Maintain proficiency with respect to current tax laws and tax law changes including the ability to perform tax research
• Other duties as assigned

Qualifications

• Bachelors' degree in accounting, finance or other business-related field
• At least 3 or more years of experience of relevant tax work (partnerships and s corporations)
• Experience training and mentoring staff and interns
• Excellent interpersonal, oral and written communication skills
• Able to work overtime as needed to meet investor and governmental deadlines

Preferred

• CPA license
• Master's degree
• Previous Big 4 or large CPA firm experience
• Tax software experience - Thomas Reuters One Source Tax, AMP
• Ability to work with and analyze large volumes of data, including experience with data analytic and RPA tools (Alteryx, UI Path, Power Pivot)

Knowledge, Skills, and Abilities

• Ability to multi-task effectively in a fast-paced environment without compromising the quality of the work
• Excellent interpersonal, oral and written communication skills
• Ability to prioritize various tasks and projects to meet deadlines
• Detail oriented, organized, process focused, problem solver, proactive, ambitious focused
• Actively share ideas in a constructive and positive manner by listening to and objectively considering ideas and suggestions from others
• Ability to function effectively in various software systems, such as Microsoft Excel, Outlook, and various tax research software

Benefits

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

Pay

$103,000.00-$133,000.00 / Annually