Bachelor's Degree with 3+ years of corporate tax experience; or 5+ years without a degree.
Experience in managing and coaching team members.
Responsibilities
Assist in preparing annual tax returns using OneSource and CCH Axcess.
Ensure compliance with extension filings, year-end planning, and quarterly estimated tax calculations.
Stay updated on current tax laws and perform necessary tax research.
Write research memoranda to document tax positions.
Monitor electronic filing statuses for timely submission and acceptance.
Demonstrate knowledge of tax issues for Individuals, C-Corps, S-Corps, and Partnerships.
Mentor and support staff development and training.
Suggest ideas for process improvements and ensure compliance with regulations.
Benefits
Medical, dental, and vision insurance
Paid time off
Tuition Reimbursement
401K
Paid time to volunteer in your local community
Full Job Description
Description
Overview
The primary responsibility of this position is to provide tax compliance services and work on ad-hoc projects for PDS Health and its affiliates. This involves preparing and reviewing partnership workpapers, allocations, and tax returns. You will identify complex tax issues and provide tax analysis for a variety of entities while working with cross-functional internal departments. You will also work with a team of staff to participate in their professional development.
This position requires in-office work 5 days a week in accordance with the current policy.
Responsibilities
Prepare and/or review annual preparation of tax returns (operating partnerships, real estate partnerships, S-Corporations).
Research and memorandum/documentation writing skills are required.
Knowledge and experience with tax issues related to C-Corps, S-Corps and Partnerships.
Assist with IRS and state tax authority tax notices and audits.
Work with various departments, primarily legal, accounting and finance, to gather information necessary for tax return preparation.
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.
Maintain proficiency with respect to current tax laws and tax law changes including the ability to perform tax research.
Other duties as assigned.
Qualifications
Bachelors' degree in accounting, finance or other business-related field.
At least 3 or more years of experience of relevant tax work (partnerships and s corporations).
Experience training and mentoring staff and interns.
Excellent interpersonal, oral and written communication skills.
Able to work overtime as needed to meet investor and governmental deadlines.
Preferred
CPA license
Master's degree
Previous Big 4 or large CPA firm experience
Tax software experience - Thomas Reuters One Source Tax, AMP
Ability to work with and analyze large volumes of data, including experience with data analytic and RPA tools (Alteryx, UI Path, Power Pivot)
Knowledge/Skills/Abilities
Ability to multi-task effectively in a fast-paced environment without compromising the quality of the work.
Excellent interpersonal, oral and written communication skills.
Ability to prioritize various tasks and projects to meet deadlines.
Detail oriented, organized, process focused, problem solver, proactive, ambitious 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, and various tax research software.
Benefits
Medical, dental, and vision insurance
Paid time off
Tuition Reimbursement
401K
Paid time to volunteer in your local community
Salary Information
$103,000.00-$133,000.00 / Annually
About Pacific Dental Services
Pacific Dental Services (PDS) is a dental support organization that provides business and administrative services to dental practices. PDS-supported dentists strive to provide the highest level of patient care and satisfaction and are supported by PDS's non-clinical administrative team. PDS-affiliated dentists are able to focus on providing high-quality patient care while PDS provides the administrative support necessary to operate a successful dental practice. PDS was founded in 1994 and is headquartered in Irvine, California.
