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Director - Enterprise Tax Services

Charlotte, NC, United States
Job ID: 47719
Job Family: Director/AVP (Dept Head)
Status: Full Time
Shift Details: Regular
Department Name: 51011028340929-Finance Administration
Location: Atrium Corporate Operations

Overview

Job Summary 

Manages the operations and implements strategy for Enterprise Tax Services including Atrium Health, Atrium Health Wake Forest Baptist, Atrium Health Navicent, Atrium Health Floyd, and related affiliates.

 

Essential Functions 

  • Directs the efficient & effective operations of the Enterprise Tax Services department, including supervision and review of staff and integration of new facilities into tax processes due to Enterprise growth.
  • Assists with identification and implementation of process improvements to achieve optimal efficiency, cost reduction and value.
  • Directs the complete, accurate, and timely preparation/filing of tax compliance requirements, including (but not limited to) the following core corporate tax functions for legal entities across the Enterprise, at all times maintaining compliance with federal, state, and local laws/regulations pertaining to those core corporate tax functions: 
    • Preparation/filing of federal and state equivalent (if applicable) income and excise tax forms, including (but not limited to) Form 990, Form 990T, Form 1120, Form 1065, Form 720, and Form 4720, as well as related estimates and extensions
    • Preparation/filing of federal investment reporting, including (but not limited to) FinCEN Form 114, Form 926, Form 8865, and Form 5471
    • Preparation/filing of monthly/quarterly state sales & use tax obligations, as well as NC semi-annual claims for sales/use tax refund, and related preparation/posting of journal entries
    • Preparation/filing of annual business personal property tax listings and exemption applications with local taxing jurisdictions, and compilation/payment/accrual/budgeting of real and personal property tax bills
    • Preparation/filing of annual state unclaimed property (escheats) reporting with all applicable state treasurers, as required, as well as periodic unclaimed property recovery efforts
    • Maintenance/distribution of Federal Form W-9 and tax determination letters, as requested
  • Directs the complete, accurate, and timely compilation of annual community benefit expenses for legal entities across the Enterprise.
  • Directs the maintenance of tax accounting records and reports.
  • Communicates with federal/state/local taxing jurisdictions regarding tax accounts of all legal entities across the Enterprise for core corporate tax functions, coordinating with Legal as needed.
  • Serves as a technical resource for stakeholders responsible for Form 5500 compliance related to employee benefit plan audits.
  • Serves as a technical resource for stakeholders responsible for IRC §501(r) compliance including Community Health Needs Assessment & Implementation Strategies for all Enterprise hospital organizations.
  • Supports tax aspects of annual external/internal financial audits and quarterly reviews.
  • Analyzes new/existing tax legislation to maintain compliance and advise management on needed actions.
  • Performs reviews, research, and other related analyses upon request and assists with other duties and ad hoc projects as assigned.
  • Responsible for the strategic direction of the corporate tax compliance function, ensuring best practice operations, continuous process improvements, compliance with applicable laws, and adherence to company policies.
  • Responsible for the efficient operation of the department, including supervision and review of staff and integration of new facilities into these processes due to Enterprise growth.
  • Responsible for providing innovative leadership by assisting in the identification and assessment of process improvements to achieve optimal efficiency, cost reduction and value for the Enterprise’s corporate tax function.
  • Responsible for maintaining compliance with federal, state, local laws and regulations pertaining to core corporate tax functions, and serving as a technical resource for employment tax, withholding tax, and employee benefit plan reporting compliance, and other interdepartmental tax related compliance functions.
  • Integrates and coordinates tax compliance operations for all Enterprise entities, working alongside cross-functional stakeholders (finance, human resources, legal, IT, compensation, payroll, philanthropy, government relations, OSP, internal audit, etc.) and cultivating/maintaining effective communication with all teams for the highest transparency to instill trust and reliability with daily operations.
  • Responsible for ensuring the completeness, accuracy, timeliness of tax compliance processes, including the following core corporate tax functions, for legal entities across the Enterprise: 
    • Preparation/filing of federal and state equivalent (if applicable) income and excise tax forms, including (but not limited to) Form 990, Form 990T, Form 1120, Form 1065, Form 720, and Form 4720.
    • Preparation/filing of monthly/quarterly state sales & use tax obligations, as well as NC semi-annual claims for sales/use tax refund.
    • Preparation/filing of annual business personal property tax listings with local taxing jurisdictions, and compilation/payment/accrual of real and personal property tax bills.
    • Preparation/filing of annual escheats reporting with all applicable state treasurers, as required, as well as periodic unclaimed property recovery efforts.   
    • Maintenance/distribution of Federal Form W-9 and tax determination letters, as requested
  • Responsible for complete and accurate compilation of community benefit expenses for legal entities across the Enterprise.
  • Communicates with federal/state/local taxing jurisdictions regarding tax accounts of all legal entities across the Enterprise for core corporate tax functions, coordinating with Legal as needed
  • Serves as a technical resource for stakeholders responsible for IRC §501(r) compliance including Community Health Needs Assessment & Implementation Strategies for all Enterprise hospital organizations
  • Supports tax aspects of annual external/internal financial audits and quarterly reviews
  • Analyzes new/existing tax legislation to maintain compliance and advise management on needed actions.
  • Performs reviews, research, and other related analyses upon request and assists with other duties and ad hoc projects as assigned

 

Education, Experience and Certifications
Minimum of 10 years of progressive Tax Management experience in a large health system setting.  Bachelor's degree required; Master’s degree preferred. CPA preferred.

Must possess in-depth technical knowledge of federal/state taxation of tax-exempt organizations, as well as proficiency and strong operational knowledge of income tax and indirect tax processes.  Must be able to work independently and possess strong oral and written communication skills.  Must have strong project management skills and be able to perform as a project leader to deliver results in a complex and highly deadline driven environment, as well as working effectively cross-functionally in a rapidly changing environment.  Must possess strong people management skills and be able to direct, develop and evaluate the performance of others.  Must demonstrate a strong desire to exceed service expectations, and actively seek to improve/expand knowledge and capabilities.
 

Physical Requirements 
Lifting and moving reports and notebooks weighing up to ten pounds.  Ability to work under pressure and meet deadlines.   Majority of day is spent sitting.