Tax Strategy & Planning Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee compliance with federal, state, and local tax obligations, including income, franchise, sales/use, property, and other relevant filings, while staying updated on changing federal and state tax regulations impacting healthcare and PACE organizations.

• Facilitate the preparation and review of tax returns in collaboration with external tax advisors to ensure accurate and timely submissions.

• Recognize and implement tax-efficient strategies that align with the organization’s operational and financial goals.

• Assess the tax implications of new market expansions, operational adjustments, and reimbursement frameworks, while formulating forward-thinking tax planning strategies that support the organization’s growth trajectory.

• Provide tax analysis and structuring assistance for acquisitions, joint ventures, partnerships, and other strategic transactions.

• Collaborate with legal, finance, and executive leadership on entity structuring, organizational design, and tax considerations for new states, markets, and program frameworks.

• Simplify complex tax issues into actionable guidance for business stakeholders and assist with strategic finance initiatives alongside the Controller and CFO.

⛳️ Requirements

• Bachelor’s degree in accounting, finance, or taxation; a master’s degree in taxation is preferred; CPA designation is preferred.

• Seven (7) to ten (10) years of tax experience in public accounting, healthcare, or corporate tax environments.

• Extensive experience with multi-state taxation and complex entity structures.

• Proven experience in supporting tax planning, structuring, or transaction-related projects.

• Experience with public companies is strongly preferred.

• Background in healthcare, managed care, nonprofit, or provider organizations is highly preferred.

• Proficient in Microsoft Excel and familiar with data query/data management tools (Access, SQL, Business Objects).

🏝️ Benefits

• Medical insurance coverage (Medical, Dental, Vision).

• Work/life balance - We mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days.

• 401K savings plan with matching contributions.

• Comprehensive compensation package that includes base salary and bonuses.

• And additional benefits!