Tax Director
Company: Pacific Dental Services
Location: Irvine
Posted on: May 8, 2024
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Job Description:
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
Keywords: Pacific Dental Services, Placentia , Tax Director, Executive , Irvine, California
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here to apply!
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