PDS Health · 2 weeks ago
Supervising Sr, Individual Tax
Irvine, CA
Full-time
Onsite
Mid, Senior Level
$116K/yr - $150K/yr
4+ years expPDS Health is seeking a Supervising Senior for their Individual Tax team. The primary purpose of this role is to lead the team overseeing individual tax compliance, planning, and consulting while directly engaging with key stakeholders such as Owner Doctors and Executives.
DentalFitnessHealth CareWellness
Responsibilities
Responsibility to drive the compliance process including review of individual tax returns, estimated tax filings, extensions calculations and related filings, including various state tax return filings
Communicate and consult directly with key stakeholders (Owner Doctors and Executives)
Maintain proficiency with respect to current tax laws and tax law changes including the ability to perform tax research
Research and memorandum writing skills are required to help document positions as well as correspond with key stakeholders
Display ownership over a group of clients with the support of your managers and directors including tracking and meeting deadlines, and timely correspondence with clients
Knowledge and experience of tax issues facing individuals, as well as having strong working knowledge of C-Corps, S-Corps and Partnerships
Act as mentor to support and assist in the development and training of staff including direct training and feedback
Bring forth ideas to improve processes and materials
Maintain an appropriate professional appearance and demeanor in accordance with Company policy
Ensure compliance with Company policies, as well as State, Federal and other regulatory bodies
Other duties as assigned
Qualification
Required
Bachelor's Degree and at least 4 or more years of experience related to individual tax work
Experience managing and coaching others
This position is an in-person role, 5 days in office
Ability to multi-task effectively in a fast-paced environment without compromising the quality of the work
Excellent interpersonal, oral and written communication skills
Detail oriented, organized, process focused, problem solver, proactive, ambitious, customer service focused
Actively share ideas in a constructive and positive manner by listening to and objectively considering ideas and suggestions from others
Ability to function effectively in various software systems, such as CCH Axcess, SurePrep with classic Leadsheets, Bloomberg BNA projection software, Microsoft Excel, and various tax research software
Ability to prioritize various tasks and projects to meet deadlines
Preferred
CPA or EA license
JD or Master's degree
Benefits
Medical, dental, and vision insurance
Paid time off
Tuition Reimbursement
401K
Paid time to volunteer in your local community
Company
PDS Health
Founded in 1994, PDS Health is a leading healthcare support organization that partners with dental and medical providers across the U.S., providing comprehensive business services that enable clinicians to focus on high-quality patient care.
10001+ employees
H1B Sponsorship
PDS Health has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (5)
2023 (8)
2022 (5)
2021 (9)
2020 (3)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
SMILE Health
2023-08-08Non Equity Assistance
Leadership Team
Stephen Thorne
Founder & CEO
Jeremy Jonckheere
Vice President, Strategic Payor Partnerships
Recent News
New Orleans CityBusiness
2025-09-03
Company data provided by crunchbase