Tax Strategy & Planning Manager

🕒 May 27

🏄 California – Remote

🏄 California – Remote

💵 $120.2k - $158.6k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Tax

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WelbeHealth

WebsiteLinkedInAll Job Openings

501 - 1000 employees

⚕️ Healthcare Insurance

💰 $30M Series C on 2020-02

Healthcare Insurance

WelbeHealth is a healthcare organization that provides comprehensive medical care and personalized support to help seniors age well at home and in their communities. They offer a Program of All-Inclusive Care for the Elderly (PACE) which includes services such as medical care and coordination, dental, vision and hearing services, in-home care, prescription deliveries, transportation, physical therapy, meals, social activities, and more, often at no cost to eligible seniors. WelbeHealth's dedicated team prioritizes the needs of seniors by offering a coordinated approach to healthcare, ensuring access to highly skilled professionals across various areas of healthcare, and emphasizing patient-centered care. Their goal is to improve the quality of life for seniors by enabling them to live independently with robust support from a multidisciplinary team.

📋 Description

• Manage federal, state, and local tax compliance including income, franchise, sales/use, property, and other applicable filings, as well as monitor evolving federal and state tax regulations affecting healthcare and PACE organizations • Coordinate preparation and review of tax returns with external tax advisors and ensure timely and accurate filings • Identify and implement tax-efficient strategies that support the organization’s operational and financial objectives • Evaluate tax impacts of new market expansion, operational changes, and reimbursement structures, as well as develop forward-looking tax planning strategies that align with the organization’s growth strategy • Provide tax analysis and structuring support for acquisitions, joint ventures, partnerships, and other strategic transactions • Partner with legal, finance, and executive leadership on entity structuring, organizational design, and evaluating tax considerations for new states, markets, and program structures • Translate complex tax matters into practical guidance for business stakeholders, as well as support strategic finance initiatives in partnership with the Controller and CFO

🎯 Requirements

• Bachelor’s degree in accounting, finance, or taxation; master’s in taxation preferred; CPA preferred • Seven (7) to ten (10) years of tax experience in public accounting, healthcare, or corporate tax • Strong experience with multi-state taxation and complex entity structures • Experience supporting tax planning, structuring, or transaction-related initiatives • Public company experience strongly preferred • Healthcare, managed care, nonprofit, or provider organization experience highly preferred • Proficiency with Microsoft Excel; familiarity 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 + match • Comprehensive compensation package including base pay and bonus • And additional benefits!