Sr. II, Business Tax

The primary purpose and role of this position is a tax senior to help provide leadership to staff and handle the day‑to‑day tax compliance and planning to ensure timely and accurate tax reporting, effective tax planning, and assist in process improvements.

• Assist with annual preparation of tax returns utilizing One Source and CCH Axcess.
• Ensure the compliance process is working to deliver the extension filings, year‑end planning, and quarterly estimated tax calculations, as needed.
• Maintain proficiency with respect to current tax laws and tax law changes including the ability to perform tax research.
• Research and memorandum writing skills are required to help document positions.
• Help tax team monitor status of electronic filing of tax returns to ensure timely filing/acceptance by taxing authorities.
• Knowledge and experience of tax issues related to Individual, C‑Corps, S‑Corps and Partnerships.
• 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.
• Other duties as assigned.

• Bachelor’s Degree and at least 3 or more years of experience related to corporate tax work. In lieu of degree, 5+ years of experience is required.
• Experience managing and coaching others.

• CPA or EA license
• Master’s degree, 4 or more years of tax experience.

• Ability to multi‑task effectively in a fast‑paced environment without compromising the quality of the work.
• Excellent interpersonal, oral and written communication skills.
• Detail oriented, organized, process focused, problem solver, proactive, ambitious, customer service 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, CCH Axcess, BNA tax planning software and various tax research software.
• Ability to prioritize various tasks and projects to meet deadlines.

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

$-$ / Annually

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