Sr I, Tax

PDS Health; Irvine (CA); On-site; USD 103,000 - 133,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401K

Paid time off

Tuition Reimbursement

Volunteer time to support community

Job summary

PDS Health in Irvine, CA seeks a tax professional to prepare and review partnership and S-Corp returns, researching complex issues, and providing tax analysis for the company and its affiliates.

The role involves collaborating with legal, accounting and finance teams, mentoring staff, and contributing to process improvements while ensuring compliance with regulations. In-office work 5 days a week.

Qualifications

• Bachelor's degree in accounting, finance or related field.
• At least 3 years of tax work experience with partnerships and S-Corps.
• Experience training and mentoring staff and interns.
• Excellent interpersonal, oral and written communication skills.
• Able to work overtime to meet deadlines.

Responsibilities

• Prepare and review annual tax returns for operating and real estate partnerships, and S-Corporations.
• Research and document tax issues and write memos.
• Handle tax notices and audits with IRS/state authorities.
• Collaborate with legal, accounting and finance to gather return data.
• Mentor staff and interns; participate in training.
• Suggest process improvements and ensure regulatory compliance.
• Stay current on tax laws and perform tax research as needed.
• Undertake other duties as assigned.

Skills

Mentoring staff

Communication skills

Overtime flexibility

Team collaboration

Tax analysis

Research ability

Multitasking

Proactive problem solving

Education

Bachelor's degree in accounting or finance

Tools

Thomas Reuters One Source Tax

AMP

Alteryx

UI Path

Power Pivot

Microsoft Excel

Job description

Now is the time to join PDS Health. You will have opportunities to learn new skills from our team of experienced professionals.

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/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 offTuition Reimbursement
• 401K
• Paid time to volunteer in your local community

Compensation Information

$103,000.00-$133,000.00 / Annually

PDS Health is an Equal Opportunity Employer. We celebrate diversity and are united in our mission to create healthier and happier team members.