Sr Manager Tax

The Sr. Tax Manager will play a critical role in the Company’s income tax provision (ASC 740) process, U.S. federal and state income tax compliance, and international tax reporting, while supporting SOX 404 internal control requirements for a publicly traded company. This role requires a well-rounded tax professional with public accounting (Big 4) training, meaningful public-company income tax experience, and the technical depth to work independently across provision, compliance, and international tax matters in a small-cap environment where the tax department is lean and each team member owns significant scope. The ideal candidate combines strong technical income tax, tax accounting, ASC 740, and SOX 404 internal control skills with the ability to discuss issues with tax leadership and outside advisors, communicate effectively with cross-functional and executive stakeholders, and make meaningful contributions to improve processes and controls as the Company grows and develops.

What You’ll Contribute:

Income Tax Provision (ASC 740)

• Prepare and/or review the Company’s quarterly and annual income tax provision, including current and deferred tax calculations, effective tax rate analysis, and rate reconciliation under ASU 2023-09 along with documentation and evidentiary support.
• Manage the valuation allowance analysis and documentation supporting realizability of deferred tax assets.
• Prepare and maintain documentation for uncertain tax positions (ASC 740-10 / FIN 48), including technical memos supporting return positions.
• Prepare the income tax footnote and related disclosures for the Company’s 10-K and 10-Q filings, including the tax rate reconciliation, deferred tax asset/liability rollforward, and other required disclosures (including disclosures required under ASU 2023-09).
• Coordinate with external auditors on quarterly reviews and the annual audit of the income tax provision, including preparation of audit support and responses to audit inquiries.

SOX / Internal Controls

• Own and maintain SOX 404 process narratives, control matrices, and control documentation for income tax processes, including the provision, compliance, and account reconciliation controls.
• Perform and document control activities (preparer/reviewer sign-offs, account reconciliations, supporting evidence) in accordance with the Company’s internal control framework.
• Partner with internal audit and external auditors on SOX walkthroughs and testing, and remediate any identified control deficiencies.
• Identify and implement process and control improvements to strengthen the tax department’s control environment as the Company scales.

Federal and State Income Tax Compliance

• Manage preparation and timely filing of the U.S. federal consolidated income tax return and all state and local income tax returns, whether prepared in-house or by outside providers.
• Review and/or prepare state tax apportionment calculations, including analysis of state nexus, apportionment methodology, and combined/unitary versus separate-company filing positions.
• Manage estimated tax payments and extensions for federal and state jurisdictions, and monitor filing deadlines across all jurisdictions.
• Where compliance is outsourced, manage the relationship with outside tax preparers, including scoping, data delivery, review of draft returns, and reconciliation of return positions to the tax provision.
• Research and document the R&D tax credit (federal and applicable state credits), including coordination of credit studies and support for claimed credits.

International Tax

• Prepare and/or review the tax accounting and compliance impacts of the Company’s international operations, including GILTI, Subpart F, FDII, and BEAT calculations, whether prepared in-house or by outside providers.
• Compute and analyze foreign tax credits, including tracking of foreign tax pools and applicable limitations.
• Monitor and assess the Company’s exposure under the OECD Pillar Two global minimum tax framework, including data-gathering, modeling, and disclosure considerations as rules are enacted in relevant jurisdictions.
• Coordinate with outside advisors on transfer pricing documentation, intercompany agreements, and related compliance (e.g., Forms 5471/8858), and review the resulting tax accounting impacts.

Tax Research, Technology, and Process

• Research and document federal and state income tax technical issues, drafting clear, well-supported technical memoranda for the tax file.
• Utilize tax research platforms (e.g., RIA Checkpoint, Bloomberg Tax/BNA, CCH) and OneSource Tax Provision (OTP) software and other tax compliance software (e.g., Corptax, or similar) to support provision, compliance, and research workflows.
• Apply data analytics tools (e.g., Excel, Alteryx, Power BI) and, where appropriate, generative AI tools (e.g. ChatGPT, Claude, or similar) to improve the efficiency, accuracy, and documentation of tax research, provision, and compliance processes.
• Identify opportunities to automate and streamline recurring tax processes and support the ongoing evaluation and implementation of tax technology.

Cross-Functional and Leadership

• Participate with the Tax team in Partnering with Accounting, FP&A, Treasury, Legal, and other business partners on the tax implications of transactions, new business initiatives, and financing or entity structuring.
• Support tax due diligence and integration matters for mergers, acquisitions, or dispositions, as needed.
• Supervise, train, and develop tax staff and/or associates, and manage the work of outside service providers to ensure quality and timeliness of deliverables.
• Manage and respond to federal and state tax audits and notices, including preparing responses and supporting documentation, and managing outside counsel or advisors as needed.
• Assist the VP of Tax, and other Sr. Tax Manager with special projects, planning initiatives, and ad hoc analyses as they arise.

Required Qualifications:

• Bachelor’s Degree or equivalent Technical / Business experience required
• 10+ years Combined Big 4 and Public Company Tax work experience; 5 years at the Manager level or equivalent experience required
• Strong knowledge of IRS code, state statutes, GAAP ASC 740 & FIN 48, & accounting reporting systems, SOX 404 required
• Strong technical accounting and tax research skills with sound judgment on complex or ambiguous issues.
• Advanced Microsoft Excel skills; experience with ERP systems (e.g., Workday, Oracle) a plus.
• Excellent written and verbal communication skills, with the ability to clearly explain technical tax matters to non-tax audiences, including business partners.
• Strong organizational and project management skills, with the ability to manage multiple deadlines and competing priorities in a lean-staffed environment.
• Comfortable operating in a hands-on capacity — this role involves both technical review and direct preparation/execution work, typical of a tax department at a small-cap public company.
• High degree of accuracy, attention to detail, and personal accountability given the department’s limited redundancy.
• Sound understanding of U.S. GAAP financial reporting as it relates to income taxes.
• Ability to effectively manage relationships with outside advisors, auditors, and service providers.
• Collaborative, team-oriented mindset with the ability to work independently and take ownership of assigned areas.
• Integrity and sound judgment in handling confidential financial and tax information.

Preferred Qualifications:

• Masters in Tax Degree preferred
• CPA preferred

Working Arrangements:

• This position is primarily performed in an office/hybrid environment; occasional travel may be required for training, audits, or business needs.
• Ability to work extended hours, weekends and/or holidays during peak periods, including quarterly and annual financial close, tax provision deadlines, and tax filing deadlines.
• This job description reflects management’s assignment of essential functions; it does not restrict the tasks that may be assigned (during this time PTO is limited to meet business needs).

Compensation for this job is subject to market conditions, geographic considerations, the candidate’s unique skills and experience, state and local laws, and budget. Our commitment to pay transparency is a testament to our dedication to creating a fair, equitable, and inclusive workplace. By continuously analyzing market trends, staying abreast of changes in state laws, and making budgetary adjustments accordingly, we strive to ensure that our compensation practices reflect the value we place on our associates’ unique contributions and support their professional growth.

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Take a look at our Culture, Benefits, Early Talent Program, and Additional Openings.

Visa Sponsorship is not offered for this position.

At Veradigm, our greatest strength comes from bringing together talented people with diverse perspectives to support the needs of healthcare providers, life science companies, health plans, and the patients they serve. The Veradigm Network is a dynamic, open community of solutions, external partners, and cutting-edge artificial intelligence technologies that provide advanced insights, technology, and data-driven solutions. Veradigm offers a comprehensive compensation and benefits package, including holidays, vacation, medical, dental, and vision insurance, company paid life insurance and retirement savings.

Veradigm’s policy is to provide equal employment opportunity and affirmative action in all of its employment practices without regard to race, color, religion, sex, national origin, ancestry, marital status, protected veteran status, age, individuals with disabilities, sexual orientation or gender identity or expression or any other legally protected category. Applicants for North American based positions with Veradigm must be legally authorized to work in the United States or Canada. Verification of employment eligibility will be required as a condition of hire. Veradigm is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse and inclusive workforce.

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