Business Tax Senior - Pacific Dental Services

Now is the time to join Pacific Dental Services. You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next level and gain valuable experience, apply today!

The primary purpose and function of the Sr I, Tax is to help lead team that handles the Company’s day to day direct tax compliance and planning to ensure timely tax reporting compliance, suggest effective tax planning for PDS and applicable related entities, drive process improvement, and to minimize tax costs and department costs to the Company.

Responsibilities

• Assist with annual preparation of tax returns utilizing Oracle, Alteryx and Corptax.

• Ensure the compliance process is working to deliver the extension filings along with related payments for all PDS entities.

• Maintain proficiency with respect to current tax laws and tax law changes. CCH Tax Research service, and planning opportunities. Planning may involve such areas as sales and tax-deferred exchanges of real estate, business acquisitions and dispositions, and tax minimization strategies.

• Strong research and memorandum writing skills are required to help document positions as well as correspond with external investors and partners.

• Assist with projection of annual taxable income and tax due for PDS. Prepare quarterly estimated tax payments as requested.

• Help tax team monitor status of electronic filing of tax returns through Corptax to ensure timely filing / acceptance by taxing authorities.

• Assist in preparing/reviewing annual dental partnership tax returns and ensure that the related estimated K-1 schedules are issued to owner-doctors by April 1 of each year.

• Assist with preparation of real estate entity tax returns; provide real estate K-1s to investors.

• In connection with the sale / transfer of an interest in a dental or real estate partnership, as soon as possible after the close of each transfer, calculate the year-to-date allocation of profits to the selling partner, the partner’s basis, and the resulting gain or loss upon sale.

• Engage in research, technology or other projects as needed.

• Act as mentor, support, and assist in the development and training of staff.

• Bring forth ideas to improve processes and materials.

• Maintain an appropriate professional appearance and demeanor in accordance with Company policy.

• Ensure compliance with Company policies, as well as State, Federal and other regulatory bodies.

• Other duties as assigned.

Qualifications

• 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.

Preferred

• CPA and JD or Master’s degree, 4 or more years of corporate tax experience.

Knowledge/Skills/Abilities

• Ability to multi-task effectively 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.

• Ability to draw conclusions and make independent decisions with limited information.

• Ability to respond to complex inquiries from customers, staff, regulatory agencies, vendors, and other members of the business community.

• Self-motivated, reliable individual capable of working independently as well as part of a team.

• Problem solving skills to gather & analyze information in order to identify and resolve problems in a timely manner arrive at valid conclusions, recommendations, and plans of action.

• Analytical skills to synthesize complex or diverse information. Ability to research information and analyze data to arrive at valid conclusions, recommendations, and plans of action.

• Actively share ideas in a constructive and positive manner by listening to and objectively considering ideas and suggestions from others.

• Ability to professionally mentor tax specialists.

• Ability to function effectively in various software systems, such as Microsoft Excel, Outlook, Oracle and Alteryx.

• Organizational ability by demonstrating a systematic approach in carrying out assignments. Very orderly and excels at cutting through confusion and turning chaos into order.

• Displays independent judgment by willingness to make timely and accurate decisions based on available information that is sometimes vague or limited in nature.

• Ability to multitask effectively and work in a fast paced and sometimes ambiguous environment, without compromising quality of work.

• Ability to prioritize tasks and projects with limited direction, while understanding and contributing to the success of the assigned region(s) and corporation.

• Effective leadership, coaching and mentoring experience.

• Ability to create presentations and use outstanding presentation skills.

Benefits

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

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