Director, State and Local Tax

SUMMARY

The State and Local Tax Director is responsible for owning and leading all aspects of the Company's State and Local Tax function, including state income/franchise tax and indirect tax compliance, ASC 740 state tax provision support, planning, and controversy management. This role serves as a key technical expert and strategic advisor on multistate tax matters, including nexus, apportionment, sourcing, and state footprint strategy.

The State and Local Tax Director partners cross-functionally with Accounting, Finance, Legal, Operations, and IT to ensure tax implications are identified and addressed, manages external advisors, drives process and technology improvements, and supports broader business initiatives.

Essential Duties and Responsibilities include the following. Other duties and tasks may be assigned.

State and Local Tax Leadership & Strategy

• Own and lead the Company's SALT function, including governance, compliance and financial reporting calendars, controls, and documentation standards across all jurisdictions
• Serve as the primary internal advisor on all SALT and indirect tax matters, providing practical guidance to leadership on SALT risks, opportunities, and business impact.
• Provide strategic input on the Company's state tax footprint, entity structure, operational changes, and business initiatives.
• Partner cross-functionally with Accounting, Finance, Legal, Operations, IT, and senior management to ensure SALT implications are identified, evaluated, and properly addressed.
• Support business teams in understanding SALT impacts of operational and strategic decisions.
• Develop and maintain strong relationships with external tax advisors, auditors, and other key stakeholders.
• Manage, mentor, train, and develop team members supporting SALT work streams, including performance oversight, technical review, skill development, and knowledge sharing, while providing leadership and accountability over internal staff and external advisors to ensure timely execution, high-quality deliverables, and effective coordination across SALT responsibilities.

• Direct and manage the preparation and review of multistate, multi-entity corporate income and franchise tax returns, extensions, and estimated payments, refund claims, and related filings, ensuring accuracy and timeliness.
• Manage a combination of outsourced and in-house SALT compliance processes, including review of tax returns, work papers, payments, and supporting documentation.
• Review quarterly estimated tax payment calculations and extension payment calculations.
• Direct and manage partnership tax compliance processes, including review of state tax returns, K-1 reporting, state tax payments, and related partner reporting matters.
• Provide a high degree of service to physician partners through annual K-1 tax reporting, including responding to SALT-related questions and inquiries from physician partners and their CPAs.
• Review and approve state filing positions, including apportionment, nexus, sourcing, state modifications, filing methodologies, combined/unitary reporting positions, addbacks, credit utilization, and state elections.
• Lead SALT planning initiatives, including identifying opportunities to reduce cash taxes, optimizing effective tax rates, improving filing positions, and managing state tax risk.
• Direct and manage state cash tax forecasting, budgeting, and income tax projection models.
• Prepare and maintain defensible documentation supporting SALT positions, planning initiatives, and changes resulting from evolving business operations or tax law.

• Support the preparation and review of state tax items for quarterly and year-end income tax provisions, including payable roll-forwards, state deferred tax inventory analysis and reconciliation, tax account reconciliations, footnote disclosures, FIN 48/uncertain tax positions, memoranda, and journal entries.
• Review and analyze state provision-to-return true-up adjustments for all applicable income tax jurisdictions.
• Support the use of One Source OTP and related tax technology in connection with the state tax provision and quarterly reporting process.
• Partner with internal teams and external auditors to ensure state tax provision calculations and related positions are supported by audit-ready documentation.

• Drive process improvements, automation, and standardization across SALT compliance, provision support, audit readiness, and reporting.
• Enhance data quality, workflow efficiency, documentation practices, controls, and review processes.
• Manage and optimize the use of tax systems, external provider processes, work papers, tax calendars, and workflow tools.
• Lead tax process enhancements by developing and implementing improvements that increase the accuracy, consistency, and accessibility of SALT data.

• Lead and manage state and local tax audits, notices, inquiries, and controversy matters,…