PDS Health · 1 week ago
Senior Manager, Individual Tax
Irvine, CA
Full-time
Onsite
Senior Level, Lead/Staff
$169K/yr - $227K/yr
8+ years expPDS Health is seeking a Senior Manager for their Individual Tax team, who will act as a trusted advisor providing tax consulting and advisory services to owner doctors and executives. The role involves overseeing compliance services, conducting tax research, and managing a team while ensuring adherence to tax laws and company policies.
DentalFitnessHealth CareWellness
Responsibilities
Provide consulting and advisory services to owner doctors and executives throughout the year. In addition to compliance, this job relies heavily on the time spent communicating and working directly with the owner doctors and executives
Conduct tax research and work on complex projects
Display excellent communication skills, both written and oral, to build relationships with key stakeholders
Responsible for review of individual, trusts, and private foundation tax returns, estimated tax filings, extensions calculations and related filings, including various state tax return filings
Travel for group presentations to Owner Doctors in various regions throughout the country. Some travel required (less than 10%)
Will exhibit a comprehensive knowledge of the tax issues facing individuals, while also having a strong working knowledge of C-corps, S-corps and Partnerships
Strong time management skills and an ability to manage multiple tasks and priorities in accordance with strict deadlines
Perform special tax projects as they arise, oversee work performed by outside tax service providers
Maintain proficiency with respect to current tax laws and tax law changes
Must demonstrate the ability to effectively manage workflow and teams within deadlines, adhering and participating in all standard structured meetings
Performs people (HR) related functions, such as recruitment, assessing and selecting, performance reviews, disciplinary actions (with support of employee relations), compensation administration, transferring and promotion of team members. Possess the ability to coach and mentor staff, including providing timely and meaningful feedback
Provide leadership and oversight for all individual tax matters, developing team to meet key stakeholders needs
Meet with key stakeholders in group setting and on-on-one to discuss tax planning and tax return reporting matters
Experience working with and responding to federal, state and local tax inquiries and audit requests
Drive process improvements; enable streamlining to achieve operational efficiencies, benchmarking, and development of performance metrics
Demonstrates stewardship of the PDS Health brand, making decisions consistent with the PDS Health brand framework
Ensures compliance with company policies, as well as state, federal and other regulatory bodies
Qualification
Required
Bachelor's Degree in Tax or Accounting with 8+ years of individual tax compliance and consulting experience
CPA, JD or EA license
Excellent interpersonal, oral and written communication skills
Experience managing a team of tax professionals
This position is an in-person role, 5 days in office
Preferred
Master's degree in Taxation for CPAs or LLM in Taxation for JDs
Experience with Trusts, complex estate planning, gift tax reporting, and Private Foundations
Benefits
Medical, dental, and vision insurance
Paid time off
Tuition Reimbursement
401K
Paid time to volunteer in your local community
Company
PDS Health
Founded in 1994, PDS Health is a leading healthcare support organization that partners with dental and medical providers across the U.S., providing comprehensive business services that enable clinicians to focus on high-quality patient care.
10001+ employees
H1B Sponsorship
PDS Health has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (5)
2023 (8)
2022 (5)
2021 (9)
2020 (3)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
SMILE Health
2023-08-08Non Equity Assistance
Leadership Team
Stephen Thorne
Founder & CEO
Jeremy Jonckheere
Vice President, Strategic Payor Partnerships
Recent News
New Orleans CityBusiness
2025-09-03
Company data provided by crunchbase