Manager - Tax

Manager - Tax

Department: Accounting

Employment Type: Full Time

Location: 1668 S. Garfield Ave. 2nd Floor, Alhambra, CA 91801

Reporting To: Nate Herstad

Compensation: $125,000 - $160,000 / year

Description

The role is accountable for all indirect taxes and tax department administrative matters. Indirect Tax matters include sales and use tax, real and personal property tax, state franchise and annual report filings, business licenses, unclaimed property, and information reporting. Administrative matters include owning the master tax calendar, maintaining a complete log of every notice and driving each matter to documented resolution. Continuous improvement mindset: identify and implement automation and process improvements that reduce manual effort in recurring tasks, including data preparation, and standardized documentation.

Our Values: 

• Put Patients First
• Empower Entrepreneurial Provider and Care Teams
• Operate with Integrity & Excellence
• Be Innovative
• Work As One Team

What You'll Do

General Ledger Accounting

• Reconcile indirect tax accounts in the general ledger monthly and resolve differences between accrued, filed, paid, and forecast amounts.
• Quantify and communicate audit exposure, and coordinate on reserves for indirect tax contingencies. Coordinate with Treasury on upcoming cash disbursements. 

Sales and Use Tax

• Own multistate sales and use tax compliance for all entities, including data extraction, reconciliation, return preparation and review, filing, and payment.
• Determine and document taxability and nexus positions by jurisdiction.
• Manage resale and exemption certificate collection, validation, renewal, and retention.

Property Tax

• Own real and personal property tax compliance for all locations, including annual business property statements and renditions, and reconciling the property tax filing population to the fixed asset ledger.
• Review assessments and valuation notices, identify over-assessments, and pursue appeals or informal reductions where supportable.
• Assist with physical “touch and tag” asset counts. 

Franchise Tax, Annual Reports, and Business Licenses

• Own state franchise, privilege, and gross receipts tax filings and minimum tax payments.
• Own secretary of state annual reports, statements of information, and registered agent coordination, and maintain good standing for all entities.
• Manage city and county business license, business tax, and regulatory registration filings and renewals across all operating locations.

Unclaimed Property

• Own the annual unclaimed property lifecycle for all entities, including identification of reportable property, aging and dormancy analysis, due diligence mailings, escheatment reporting, and remittance by state.
• Maintain dormancy and record retention policies and documentation sufficient to support positions in an unclaimed property examination and manage any voluntary disclosure agreements or state examinations.

Information Reporting — Forms 1099 and W-9

• Own annual Form 1099 reporting for contracted providers, vendors, landlords, and other payees, and manage federal and state filing and recipient distribution.
• Own the Form W-9 process end to end: prepare company-provided W-9s and verify the accuracy of W-9s provided to the Company. 
• Reconcile the 1099 reporting population to payables data and investigate exceptions.

Correspondence (Notices and Audits); Tax Calendar

• Maintain a complete log of all direct and indirect tax correspondence received from taxing authorities.
• Serve as the primary contact for all indirect tax examinations.
• Own the master tax calendar for all direct and indirect tax filings and payments across every entity and jurisdiction, including due dates, extensions and filing confirmations.

Qualifications

• Bachelor’s degree in accounting, finance, economics or equivalent required.
• Graduate degree in accounting or taxation strongly preferred.
• 8+ years of progressive indirect tax experience in industry, public accounting, or a combination of both. Experience in healthcare and or life sciences, preferred.
• Demonstrated ownership of multistate sales and use tax compliance.
• Hands-on experience with real and personal property tax compliance and audits.
• Hands-on experience with Form 1099 and W-9 solicitation, validation, and TIN matching.
• Certified Public Accountant (CPA) license or Certified Member of the Institute (CMI) designation preferred; CPA or CMI candidate may be considered.

Preferred Qualifications:

• Ability to move fluently between the general ledger, consolidation systems, workpapers, tax software and reconcile between them.
• Clear written documentation of positions, calculations, and conclusions for reviewers, auditors, and tax authorities.
• Ability to explain tax results in business terms to non-tax finance professionals.

Environmental Job Requirements and Working Conditions

• This position is in office with the option to be hybrid. The office is located at 1668 S. Garfield Ave. 2nd Floor, Alhambra, CA 91801. 
• The national target pay range for this role is $125,000 – $160,000. Actual compensation will be determined based on geographic location (current or future), experience, and other job-related factors.
• Extended hours are expected during quarter-end income tax provisions, year-end financial statement audit, and annual filing deadlines.
• Minimal travel (less than 5%); occasional travel to other Astrana offices or advisor locations.

Astrana Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided on the basis of qualifications, merit, and business need. If you require assistance in applying for open positions due to a disability, please email us at humanresourcesdept@astranahealth.com to request an accommodation. Additional Information: The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.