Manager - Tax

Manager - Tax

Department: Accounting

Employment Type: Full Time

Location: 1668 S. Garfield Ave. 2nd Floor, Alhambra, CA 91801

Reporting To: Nate Herstad

Compensation: $125,000 - $160,000 / year

The role is accountable for all indirect taxes and tax department administrative matters. Indirect Tax matters include sales and use tax, real and personal property tax, state franchise and annual report filings, business licenses, unclaimed property, and information reporting. Administrative matters include owning the master tax calendar, maintaining a complete log of every notice and driving each matter to documented resolution.

Continuous improvement mindset: identify and implement automation and process improvements that reduce manual effort in recurring tasks, including data preparation, and standardized documentation.

• Put Patients First
• Empower Entrepreneurial Provider and Care Teams
• Operate with Integrity & Excellence
• Be Innovative
• Work As One Team

• Reconcile indirect tax accounts in the general ledger monthly and resolve differences between accrued, filed, paid, and forecast amounts.
• Quantify and communicate audit exposure, and coordinate on reserves for indirect tax contingencies. Coordinate with Treasury on upcoming cash disbursements.

• Own multistate sales and use tax compliance for all entities, including data extraction, reconciliation, return preparation and review, filing, and payment.
• Determine and document taxability and nexus positions by jurisdiction.
• Manage resale and exemption certificate collection, validation, renewal, and retention.

• Own real and personal property tax compliance for all locations, including annual business property statements and renditions, and reconciling the property tax filing population to the fixed asset ledger.
• Review assessments and valuation notices, identify over-assessments, and pursue appeals or informal reductions where supportable.
• Assist with physical “touch and tag” asset counts.

• Own state franchise, privilege, and gross receipts tax filings and minimum tax payments.
• Own secretary of state annual reports, statements of information, and registered agent coordination, and maintain good standing for all entities.
• Manage city and county business license, business tax, and regulatory registration filings and renewals across all operating locations.

• Own the annual unclaimed property lifecycle for all entities, including identification of reportable property, aging and dormancy analysis, due diligence mailings, escheatment reporting, and remittance by state.
• Maintain dormancy and record retention policies and documentation sufficient to support positions in an unclaimed property examination and manage any voluntary disclosure agreements or state examinations.

• Own annual Form 1099 reporting for contracted providers, vendors, landlords, and other payees, and manage federal and state filing and recipient distribution.
• Own the Form W-9 process end to end: prepare company-provided W-9s and verify the accuracy of W-9s provided to the Company.
• Reconcile the 1099 reporting population to payables data and investigate exceptions.

• Maintain a complete log of all direct and indirect tax correspondence received from taxing authorities.
• Serve as the primary contact for all indirect tax examinations.
• Own the master tax calendar for all direct and indirect tax filings and payments across every entity and jurisdiction, including due dates, extensions and filing confirmations.

• Bachelor’s degree in accounting, finance, economics or…