Director, Direct Tax (California)

Overview

Director, Direct Tax reports directly to the VP of Tax. This position oversees and provides proactive leadership for the Direct Business tax function. The Director is responsible for managing, developing, and implementing tax strategies while supporting strategic operating goals. The function of the Director, Direct Tax services is to orchestrate and spearhead tax planning and compliance in harmony with the company’s overall strategic objectives. They will lead a team that will provide planning advice to key leaders regarding direct taxation and related financial planning as well as prioritizing efficiencies in tax reporting compliance requirements.

The successful candidate will be responsible for all aspects of leading the Direct Tax function, including but not limited to:

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.
• Play an active role in the development of tax planning strategies, including those related to expanding business lines and an expanding multi‑state operational footprint.
• 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.
• Other duties as assigned by the Vice President of Tax.

Qualifications

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

Knowledge/Skills/Abilities

• Outstanding Communication Skills and Boardroom Presence – Verbal and Written.
• Ability to multi‑task effectively in a fast‑paced environment without compromising the quality of the work.
• Strong abilities in managing the daily operations of department(s) or work unit while developing long term (3‑5 years) goals.
• Strong strategic thinking abilities to understand and process complex information and exercise sound judgement.
• Outstanding leadership skills; plus, exceptional time management and prioritization abilities.
• Dedication to personal development and education.
• Highly developed team building, influencing, and collaboration skills.
• Well organized and resourceful; effective and efficient at marshaling multiple resources to get things done.
• Ability to handle and maintain extreme confidentiality with employee records, compensation information, etc.
• Drive to finish everything he/she starts.
• Ability to build trust with those requiring coaching, create a win‑win need for change, and recognize and celebrate improvement to sustain change.
• Possesses big picture perspective and able to accomplish that through proper level of articulation across the team.
• Insightful, with a point of view on relevant issues.
• Professional presence and with strong presentation skills. Ability to collaborate effectively with senior management, internal business units and external advisors.
• Exemplifies and embraces the company’s vision and core values.
• Strong coaching and mentoring skills with a focus on people development, knowledge sharing and encouraging the team to grow and take on new responsibilities.
• Comfortable with bringing in and managing outside advisors as needed to assist on various tax matters.
• Excellent analytical and problem‑solving skills.
• Ability to identify issues quickly and manage key risks.
• Ability to prioritize, problem solve and manage multiple tasks.
• Innovative, takes initiative, highly motivated and a change agent.

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.

Salary Information

$194,000.00-$262,000.00 / Annually