Supervising Sr, Business Tax

PDS Health; Irvine (CA); On-site; USD 116,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid time off

Tuition Reimbursement

401K

Paid time to volunteer in your local社区

Job summary

PDS Health, based in Irvine, CA, seeks a qualified tax professional to join our team. You will assist with annual tax return preparation for partnerships, real estate partnerships, and S-Corps, while researching complex tax issues and supporting audits.

The role emphasizes mentoring staff, improving processes, and keeping current with tax laws. Strong collaboration across legal, accounting, and finance is required.

Qualifications

• Bachelor's degree in accounting, finance or related field.
• 5+ years of tax experience with partnerships and S-corporations.
• Experience training and mentoring staff.
• Excellent interpersonal, oral and written communication skills.
• Willing to work overtime to meet deadlines.

Responsibilities

• Assist with annual tax return preparation for partnerships, real estate partnerships, and S-Corps.
• Research and document tax issues; prepare memoranda.
• Handle IRS and state tax notices and audits.
• Collaborate with legal, accounting and finance to gather tax data.
• Mentor and develop staff; suggest process improvements.
• Ensure compliance with company policies and regulations.
• Maintain proficiency on current tax laws and changes; perform tax research.
• Other duties as assigned.

Skills

Interpersonal communication

Oral communication

Written communication

Mentoring staff

Tax research

Attention to detail

Education

Bachelor's degree in accounting/finance

Master's degree

Tools

Thomas Reuters One Source Tax

Alteryx

UI Path

Power Pivot

Job description

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!

Responsibilities

• Assist with 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.

Required

• Bachelors' degree in accounting, finance or other business-related field
• At least 5 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
• Ability to work with and analyze large volumes of data, including experience with data analytic and RPA tools (Alteryx, UI Path, Power Pivot)

Benefits

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

Compensation

$116,000.00-$150,000.00 / Annually

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