PDS Health · 1 day ago
Temporary Tax Administrative Assistant
US-CA-Irvine
Full-time
Onsite
Entry, Mid Level
$75K/yr - $93K/yr
2+ years expPDS Health is seeking a Temporary Tax Administrative Assistant to support the tax department. The role involves providing a wide range of administrative support functions, managing projects, and ensuring timely compliance with tax-related deadlines.
DentalFitnessHealth CareWellness
Responsibilities
Provide a wide variety of administrative support functions to the VP, directors, managers, and tax team, including arranging and handling all logistics for meetings and events: scheduling meetings; drafting agendas; developing, compiling, distributing, and editing presentation materials; and recording meeting minutes
Coordinate action items from team meetings and assist with creating status updates on various team efforts and projects
Work closely and effectively to schedule department tasks and resources, keep the team well-informed of upcoming commitments and responsibilities, and following up as appropriate
Communicate the status of work and potential issues with seniors and managers on a timely basis
Assist with coordinating, contacting, and scheduling tax briefings with Owner-Doctors and Regional Partners
Manage comprehensive compliance records of tax clients and non-clients for the tax team, ensuring the lists are accurately updated and reconciled as necessary to keep information current and reliable
Assist in the gathering, redacting, and securely delivering tax return documents to Owner-Doctors, RPs, SHs, and Executives, including federal and state individual and business tax returns, K-1 schedules, 4868 extensions, and e-filing confirmation forms, among other tax files, and manage the data storage and retrieval system
Draft written communications to Owner-Doctors, RPs, SHs, and Executives for the tax department as needed. Also, manage and respond to internal communications with the direction from senior management
Assist with resolving IRS and state tax authority notices and audits by preparing written correspondences, which may involve calling, faxing, emailing, sending postage/certified mail, scanning, copying and full documentation
Monitor federal, state, and local tax-related filing deadlines to ensure timely compliance with tax reporting and payment requirements and oversee electronic filing of tax returns
Prepare and maintain a checklist of all tax returns, reports, and registration requirements within each state and city where a practice is opened
Manage information systems operations, including hardware, software, and desktop support
Manage the tax department’s Service Desk ticketing system and resolve requests by researching inquiries and notices and forwarding them to appropriate person/department
Manage the department’s software licenses and users for each program, update and reconcile as needed, and assist with updating subscription renewals and tracking
Update the various tax team’s distribution lists and online profiles
Receive all department mail and distribute it to the appropriate person/department. Also send tax returns, notice responses, extensions by certified mail, create certified mail labels and ensure all mail is tracked via USPS
Function as a liaison to other departments and provide support to the department’s VP, directors, and managers
Invest in building long-lasting relationships both externally and internally
Anticipate needs and actively seek out solutions. Determine and implement process improvements
Maintain an appropriate professional appearance and demeanor in accordance with Company policy
Qualification
Required
Strong Microsoft Office Suite skills, including Excel advanced formulas and applications, Word and PowerPoint software applications, Adobe Acrobat as well as commonly used internet browsers
Bachelor's degree in related field of study, in lieu of degree 5+ years if experience in related field. In addition, 2+ years of professional experience
Maintain a highly professional demeanor with the critical ability to uphold confidentiality
Ability to multitask and remain composed under pressure
Ability to work independently and collaboratively
Ability to independently craft communications
Excellent time management skills
Detail Oriented including strong writing, proofreading, editing and language skills
Strong abilities in managing the daily operations of department(s) or work unit while developing long term (3-5 years) goals
High level of influence and trust within the organization
Strong strategic thinking abilities to understand and process complex information and exercise sound judgment
Highly developed teambuilding, influencing, and collaboration skills
Ability to possess 'big picture' perspective and communicate that through the proper level of articulation across teams and departments
High level of drive and energy, not afraid to initiate action before all the facts are known, drive to finish everything that is started
Ability to direct the work of others and work as a team leader in attainment of goals
Ability to interpret and apply policies and procedures
Ability to handle and maintain extreme confidentiality with employee records, compensation information, etc
Ability to read, analyze, and interpret documents such as partnership sales documents or operating agreements
Strong quantitative, analytical skills, verbal and written communication and relationship building skills
Accurate grammar, spelling, and verbal communication skills; familiarity with corporate structures, entities, and the formation thereof and associated legal and tax terminology
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