Tax and Treasury Manager

Mercalis; Morrisville (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

Mercalis, located in Morrisville, North Carolina, is seeking a Tax & Treasury Manager to oversee tax provisions, compliance activities, and cash management. Candidates should have over 6 years of experience in the pharmaceutical services industry and possess strong analytical, organizational, and communication skills. A Bachelor's degree in a related field and CPA designation are preferred. The position requires a self-motivated individual who thrives in fast-paced environments. Valeris offers a dynamic workplace committed to effective patient care.

Qualifications

• 6 plus years of experience, preferably in the pharmaceutical services or related industry.
• Strong analytical and organizational skills.
• Understanding and knowledge of accounting principles and federal and state tax laws.

Responsibilities

• Manage the tax provision and tax compliance activities.
• Coordinate tax audits and maintain tax balances on the general ledger.
• Supervise and manage all cash balances efficiently.

Skills

Analytical skills

Organizational skills

Problem-solving skills

Communication skills

Self-motivated

Education

Bachelor’s degree in business, Accounting, Finance or related field

CPA designation

Tools

NetSuite

Job description

Overview

Tax & Treasury Manager

Position Overview

Valeris is a fully integrated life sciences commercialization partner that provides comprehensive solutions that span the entire healthcare value chain. Formed by the merger of PharmaCord and Mercalis, Valeris™ revolutionizes the path from life sciences innovation to real‑life impact to build a world in which every patient gets the care they need. Valeris works on behalf of life sciences companies to improve the patient experience so that patients can access and adhere to critical medications. Backed by proven industry expertise, a deep commitment to patient care, the latest technology, and exceptionally talented team members, Valeris provides the data and strategic insights, patient support services and healthcare provider engagement tools to help life sciences companies successfully commercialize new products. Valeris provides commercialization solutions to more than 500 life sciences customers and has provided access and affordability support to millions of patients. The company is headquartered in Morrisville, North Carolina and Jeffersonville, Indiana. To learn more about Valeris, please visitwww.valeris.com.

Reporting to the Corporate Controller, the Tax & Treasury Manager will assist the Corporate Controller in managing the day‑to‑day activities related to tax and treasury activities. This position will play a significant role in designing processes fit for a fast‑growing company as it scales. A key requirement of this role will be to have strong technical background in tax laws and experience in cash management. The Tax & Treasury Manager will be responsible in creating and maintaining solid tax compliance processes, driving efficiencies to support the company’s growth and profitability, ensure solid internal controls and compliance with applicable federal, state and local regulatory laws. The candidate must be a dynamic self‑starter and have a “Can‑Do” attitude that excels in a fast‑paced, high‑growth environment. Experience in navigating a technology enabled pharmaceutical services organization with complex operations and service‑based environment are also key attributes of a successful candidate.

Responsibilities

Scope of Responsibilities

• Manage the tax provision
• Manage tax compliance activities, including income, sales and use, property, and R&D tax credit
• Manage and coordinate tax audits and notices
• Maintain tax balances on the general ledger
• Maintain awareness of tax and GAAP accounting standards impacting financial reporting
• Assist external auditors and tax preparers as needed to complete their engagements
• Provide cash position, estimate and analysis
• Supervise and manage all cash balances efficiently
• Manage ACH debits and wire transfers
• Manage compliance with lender requirements
• Supervise maintenance of signatories on all bank accounts
• Perform as security administrator for bank software tools
• Manage insurance policy renewals and related inquiries
• Proactively identify business process improvements, utilizing the capabilities of the ERP system (NetSuite)
• Assist the Corporate Controller to ensure documentation of key tax and treasury policies and procedures and help ensure proper financial controls are in place
• Collaborate with team members and support their roles as appropriate
• Ad Hoc project assignments

Qualifications

Qualifications

• 6 plus years of experience, preferably in the pharmaceutical services or related industry
• Background in public accounting preferred
• Bachelor’s degree in business, Accounting, Finance, or related field from an accredited college or university
• CPA designation preferred
• Strong analytical and organizational skills
• Ability to effectively prioritize and execute tasks while under pressure
• Highly self‑motivated and self‑directed
• Dynamic personality with the ability to learn quickly and adapt to new and changing environments
• Ability to prioritize multiple projects and meet deadlines
• Logical, efficient, and creative, with keen attention to detail
• Understanding and knowledge of accounting principles, practices, standards
• Understanding of federal and state tax laws and regulations
• High degree of accountability for performance and its impact on company’s success
• Critical thinking and problem‑solving skills
• Ability to communicate effectively

Physical Demands & Work Environment

• While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit for long periods of time, use hands to type, handle or feel; and reach with hands and arms. Must be able to type 35 WPM with 97% accuracy.
• Although very minimal, flexibility to travel as needed is preferred.
• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, etc.

Our Commitment to Equal Opportunity

Valeris is an Equal Opportunity Employer committed to fostering a diverse, inclusive, fair, and equitable workplace. Furthermore, we believe in the importance of partnering with diverse suppliers and vendors that share these values. At Valeris, an employee is celebrated for his or her contributions and dedication to supporting the needs of our clients and their patients. We recognize the struggle for access, affordability, and adherence to therapy is real; our employees play a vital role in the successful completion of that journey. We approach our customers’ challenges with empathetic hearts, which organically fuels our internal culture of caring. Valeris’ leadership team works tirelessly to provide an environment that is free of discrimination and bias. We firmly believe collaboration among team members with varied pasts and perspectives generates more incisive and deeper insights that better serve our employees and our communities.

Any offer of employment is contingent upon the successful completion of a background check and, depending on the position, a drug screen in accordance with company standards. Please note that this job description is not intended to be an exhaustive list of all duties, responsibilities, or activities associated with the position. Responsibilities and tasks may be modified at any time, with or without notice.