Supervising Sr, Tax bei PDS Health

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 primary purpose and function of the Supervising Senior is to help lead the team that oversees individual tax compliance, tax planning, and consulting. The focus of this position is individual tax working directly with key stakeholders (Owner Doctors and Executives).

Responsibilities

•  Responsibility to drive the compliance process including review of individual tax returns, estimated tax filings, extensions calculations and related filings, including various state tax return filings.

• Communicate and consult directly with key stakeholders (Owner Doctors and Executives).
• Maintain proficiency with respect to current tax laws and tax law changes including the ability to perform tax research.
• Research and memorandum writing skills are required to help document positions as well as correspond with key stakeholders.
• Display ownership over a group of clients with the support of your managers and directors including tracking and meeting deadlines, and timely correspondence with clients.
• Knowledge and experience of tax issues facing individuals, as well as having strong working knowledge of C-Corps, S-Corps and Partnerships.
• Act as mentor to support and assist in the development and training of staff including direct training and feedback.
• Bring forth ideas to improve processes and materials.
• Maintain an appropriate professional appearance and demeanor in accordance with Company policy.
• Ensure compliance with Company policies, as well as State, Federal and other regulatory bodies.
• Other duties as assigned.

Required

• Bachelor’s Degree and at least 4 or more years of experience related to individual tax work.
• Experience managing and coaching others.
• This position is an in-person role, 5 days in office.

Preferred

• CPA or EA license
• JD or Master’s degree

Knowledge/Skills/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.
• Detail oriented, organized, process focused, problem solver, proactive, ambitious, customer service 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 CCH Axcess, SurePrep with classic Leadsheets, Bloomberg BNA projection software, Microsoft Excel, and various tax research software.
• Ability to prioritize various tasks and projects to meet deadlines.

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.