The Role
Lead tax strategy, ensure federal/state tax compliance and exemptions, oversee preparation of tax-exempt and related returns (Forms 990/990-T/4720/1120/1065), perform ASC 740 analysis, manage audits, advise senior management, coordinate external advisors, and support payroll/AP on W-2/1099 matters.
Summary Generated by Built In
Primary City/State:
HonorHealth - 8125 N Hayden Rd Scottsdale, AZ 85258Category:
Accounting, Tax and TreasuryShift:
DayDepartment:
Treasury & InvestmentsIdeal candidates for this role will have experience with 990 tax preparation including schedule H and schedule K.
Monday-Friday Days
Great care starts with great people. (Like you.)
At HonorHealth, you’ll find something special. From humble beginnings in 1927 to one of Arizona’s largest nonprofit healthcare systems, our culture is built on warmth and neighborly kindness. Behind every smile is a highly skilled professional with deep expertise and an unwavering dedication to what matters most — caring for the health and well-being of people and communities across the greater Phoenix area.
Responsibilities:
JOB SUMMARY
The Director of Tax has the primary responsibility for ensuring HonorHealth's compliance with all federal and state tax laws and maintaining state and local tax exemptions. The position will be responsible for coordinating the day-to-day preparation and gathering of information for all company tax returns. This position is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, participating in tax planning, recognizing, and communicating potential risks, preparing tax workpapers and working with external tax advisors to complete tax returns for review and submission.
The Director of Tax plays a critical role in leading and managing all aspects of tax strategy, compliance, planning, and reporting for the organization. Responsible for developing and implementing tax strategies aligned with the company's business objectives, optimizing tax efficiency, and ensuring compliance with regulatory requirements.
ESSENTIAL FUNCTIONS
- Oversees timely preparation of tax-exempt returns (Forms 990, 990-T, 4720, 1120, and 1065) and other required tax documents (sales tax exemption, property taxes, etc.). Identifies when research is needed; conducts research on basic and complex tax issues and provides documentation and support for conclusions. Provide guidance to Payroll and Accounts Payable in relation to Forms W-2 and 1099.
- Provide tax-related guidance to senior management and other stakeholders, ensuring alignment with business strategies and objectives. Serve as a key point of contact for tax-related inquiries and information sharing with internal and external stakeholders. Coordinate and manage tax audits and inquiries from tax authorities, working closely with external advisors as needed. Assess and mitigate tax risks associated with business operations, transactions, and regulatory changes.
- Ensure compliance with tax regulations and reporting requirements at the local, state, and federal levels. Analyze nexus requirements. Perform ASC 740 analysis for annual audit.
- Acts as key tax lead for tax-exempt bond offerings.
- Develop and implement tax strategies aligned with the company's overall business objectives to optimize tax efficiency and minimize risk
EDUCATION
- Bachelors in Accounting, Finance or Business Required
- Masters or JD in Accounting, Finance or Business Preferred
EXPERIENCE
- 5 years Prior public accounting experience in tax exempt (990) return preparation Required
- Other Tax exempt bond experience Preferred
- Other Healthcare accounting/audit/tax Preferred
LICENSE AND CERTIFICATIONS
- Certified Public Accountant (CPA) - License Preferred
- Certified Management Accountant (CMA) - Certification Preferred
- Certified Treasury Professional (CTP) - Certification or Chartered Financial Analyst (CFA) Preferred
We're all in for your career.
Skills Required
- Bachelor's in Accounting, Finance, or Business
- 5 years prior public accounting experience in tax-exempt (990) return preparation
- Experience with Form 990 preparation including Schedule H and Schedule K
- Ability to perform ASC 740 (tax provision) analysis
- Experience preparing Forms 990-T, 4720, 1120, and 1065 and other tax documents
- Knowledge of W-2 and 1099 reporting and coordination with payroll/accounts payable
- Master's degree or JD in Accounting, Finance, or Business
- Certified Public Accountant (CPA) license
- Certified Management Accountant (CMA)
- Certified Treasury Professional (CTP) or Chartered Financial Analyst (CFA)
- Experience with tax-exempt bond matters
- Healthcare accounting, audit, or tax experience
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The Company
What We Do
This practice is a dedicated team of electrophysiologists, physician assistants, nurses and technicians, who as a group, are committed to treating and caring for patients experiencing problems with their heart's rhythm and electrical signaling.
