Tax Director - Irvine California

Company: Pacific Dental Services
Location: Irvine, California
Posted On: 05/17/2024

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 Director, Individual Tax Services is to orchestrate and spearhead meetings with key stakeholders, executives, and Owner Doctors with their individual tax filing and planning needs. They will lead a team that will provide a professional experience and advise key leaders regarding tax and related financial planning. - The Director, Individual Tax Services works to ensure their team meets all required tax reporting compliance and tax planning for these Clients and to optimize tax strategies and department costs to the Company.ResponsibilitiesLead the strategy, design, implementation and maintenance of programs, policies and procedures around individual tax services for key internal clientsThought leader, solutions partner and trusted advisor who builds strong relationships with key stakeholders, executive leadership, and partners; drives to aid individuals to achieve a best in class tax planning experienceMeet with individual leaders and partners in group settings and one-on-one to discuss tax planning and tax return reporting matters. Develops team to meet same expectationsUpdates internal clients/executives of upcoming tax mandates, law changes, new offerings, different strategies, or tax planning opportunitiesMaintain proficiency with respect to current tax laws, tax law changes and proposals, applicable tax software, various Tax Research service, and planning opportunities. Planning may involve such areas as retirement planning, sales and tax-deferred exchanges of real estate, estate & gift planning, business acquisitions and dispositions, and tax minimization strategies. Ensures internal tax team is also proficient on these mattersBe familiar with unique provisions of flow through entities and collaborate with operational leaders in advising on tax implication of structuring dealsResearch tax mitigation strategies and issues that arise throughout the yearManage department performance and productivity to maintain PDS' standards for performance and that policies and procedures are documented, administered and interpreted in a fair and consistent manner. Coach, mentor and motivate a team to successful outcomesIdentify ways to improve existing processes that create efficiencies or enhance the client's experienceResponsible for a team to adhere to Individual Tax Team procedures, which may include partnering with internal departments on data submission, setting a standard of how the team interacts with internal clients, etc. Other duties as assignedQualificationsBachelor's Degree in Tax or Accounting10+ years of experience in individual tax planning and compliance work is requiredCPA or EAPreferredMaster's Degree in TaxKnowledge/Skills/AbilitiesOutstanding Communication Skills and Boardroom Presence - Verbal and WrittenStrong abilities in managing the daily operations of department(s) or work unit while developing short to medium term (1-3 years) goalsDemonstrates excellent organizational skills and applies a disciplined and organized approach throughout their businessFostering employee development by providing a supportive learning environmentHighly developed teambuilding, influencing, and collaboration skillsAbility to direct the work of others and work as a team leader in attainment of goalsAbility to interpret and apply policies and proceduresAbility to handle and maintain extreme confidentially with employee records, compensation information, etc.Ability to draw valid conclusions; apply sound judgment in making decisions and make decisions under pressureAbility to function effectively in a broad range of technologies and research tools, Microsoft Office Suite, CCH, BNA etc.Organizational ability by demonstrating a systematic approach in carrying out assignments. Very orderly and excels at cutting through confusion and turning chaos into orderBenefitsMedical, dental, and vision insurancePaid time offTuition Reimbursement401KPaid time to volunteer in your local communityPacific Dental Services is an Equal Opportunity Employer. We celebrate diversity and are united in our mission to create healthier and happier team members. $126,364.00-$212,599.00 / Annually #LI-PDS More...

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