Full-Time
Director Direct Tax
Deadline 7/7/27
PDS Health
Compensation Overview
$194k - $262k/yr
Irvine, CA, USA
In Person
Bachelor's, Master's, JD
Category
 Accounting (1) |
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Required Skills
Risk Management
Requirements
- 12+ years of progressively complex experience in tax planning and compliance work is required.
- A bachelor's degree in Tax or Accounting is required.
- A Juris Doctor or Certified Public Accountant credential is required.
- In-depth knowledge of tax law, including current tax developments, and understanding of key direct and partnership tax processes and data drivers are required.
- Experience managing a tax team of more than ten direct and indirect reports is required.
- Outstanding verbal and written communication skills and boardroom presence are required.
- The ability to multitask effectively in a fast-paced environment without compromising work quality is required.
- Strong abilities in managing daily department or work-unit operations while developing long-term goals are required.
- Strong strategic thinking abilities are required to process complex information and exercise sound judgment.
- Outstanding leadership, time-management, and prioritization abilities are required.
- Highly developed team-building, influencing, and collaboration skills are required.
- The ability to maintain strict confidentiality with employee records and compensation information is required.
- Professional presence, strong presentation skills, and the ability to collaborate with senior management, internal business units, and external advisors are required.
- Excellent analytical and problem-solving skills are required.
- The ability to identify issues quickly, manage key risks, prioritize, solve problems, and manage multiple tasks is required.
Responsibilities
- Lead the strategy, design, implementation, and maintenance of tax planning programs, policies, and procedures for PDS and its affiliates.
- Work with other tax department directors to lead a team of managers, staff, and senior employees and participate in their professional development.
- Build relationships with key internal departments, executive leadership, and external consultants to support a best-in-class tax planning, consulting, and compliance practice.
- Maintain proficiency in current tax laws, tax law changes and proposals, applicable tax software, tax research services, and tax planning opportunities.
- Apply knowledge of flow-through entities and collaborate with operational leaders on the tax implications of deal structuring.
- Manage and develop tax processes and technology to align with department needs and improve process efficiency.
- Discuss and socialize tax planning matters and their implications with direct leaders and partners in group, boardroom, and one-on-one settings, and develop the team to meet the same expectations.
- Partner with accounting, finance, legal, and business personnel to identify and implement tax planning opportunities.
- Help develop tax planning strategies related to expanding business lines and a growing 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, ensuring that performance standards and documented policies and procedures are administered and interpreted fairly and consistently.
- Coach, mentor, and motivate the team to achieve successful outcomes.
- Ensure a risk-based and controls-oriented environment.
- Mentor and develop tax staff through formal mentoring and career-planning programs.
- Oversee the tax team's preparation of tax returns and other tax compliance obligations.
- Foster an inclusive work environment through effective communication and strong leadership.
- Identify, evaluate, and consult with external tax advisors as needed to support tax planning strategies.
- Participate in all standard structured meetings.
- Perform other duties as assigned by the Vice President of Tax.
Desired Qualifications
- Big Four or similar experience combined with internal tax department experience.
- A master's degree in Tax.
- Experience in healthcare or retail.
- Experience with taxation of partnerships, limited liability companies, and S corporations.
- Dedication to personal development and education.
- The ability to build trust with people requiring coaching, create a constructive need for change, and recognize and celebrate improvement.
- A broad perspective on relevant issues and the ability to articulate that perspective across the team.
- The ability to initiate action, drive work to completion, and maintain focus on business outcomes.
- The ability to bring in and manage outside advisors for various tax matters.
- Innovation, initiative, motivation, and change-agent capabilities.