Senior Director, Tax

Summary

Join PointClickCare as a Senior Tax Professional to lead global tax planning and operations, reporting to the VP, Financial Operations. This primarily remote role involves overseeing tax compliance, accounting, and strategic planning, including federal, state, and international tax filings. You will design and implement tax strategies, manage tax audits, and ensure compliance with global transfer pricing requirements. The role also includes transforming the tax function through system implementation and leveraging AI/automation. You will partner with cross-functional teams on M&A activities and provide tax analysis for various projects. This position requires a CPA or CA license and 10+ years of relevant experience.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field; CPA or CA license required
• 10+ years of relevant tax experience, with a mix of public accounting and multinational corporate environments (experience in SaaS or healthcare sectors is a strong plus)
• Comprehensive understanding of domestic and international corporate tax concepts, including transfer pricing, indirect taxes (VAT/GST), international withholding tax and tax provisioning (ASC 740)
• Strong analytical and problem-solving skills, with the capacity to communicate complex tax issues clearly and effectively
• Experience with Avalara or similar tax software including system implementation
• A collaborative team player, able to partner with internal and external contacts at all levels to drive efficiency and system improvement in tax and tax adjacent functions

Responsibilities

• Oversee completion of federal, international, state and local tax filings including all related analysis and support
• Oversee the preparation of income tax provision in accordance with ASC 740 and financial reporting disclosures
• Monitor legislative changes in tax laws that may impact tax positions, including tax accounting implications
• Ensure appropriate internal controls related to tax matters are in place and operating correctly, identify any gaps in internal controls and ensure remediation and formalization of tax policies and procedures
• Establish and maintain formal tax policies, practices and procedures to ensure compliance with US GAAP and tax regulations
• Manage any tax audits, notices and enquiries received from domestic and foreign tax authorities
• Ensure compliance with global transfer pricing requirements
• Design, develop and implement tax planning strategies for a global entity, including domestic and foreign operation
• Establish strategies to minimize tax expense and exposures with regard to federal, state, and foreign direct and indirect taxes, including the evaluation of sales tax obligations by state
• Manage tax related special projects, reports, schedules for senior management including transfer pricing studies and the preparation of tax
• Drive implementation of tax compliance systems and tools to ensure accuracy and efficiency of tax collection and remittance
• Actively manage relationships with third party tax advisors to optimize the relationships to efficiently balance in house vs outsourced tax support
• Leverage AI/Automation to optimize the operations of the Tax function
• Establish deep business partner relationships across the organization to ensure company strategy and projects include a thorough review of tax consequences
• Manage all tax projects including M&A due diligence, tax impacts of new products and services, geographical expansion, and all tax studies
• Research and provide timely tax analysis on structures for projects and operations including analysis of relevant treaty implications were applicable
• Liaise with legal and external tax advisors with respect to tax matters and strategies for new geographic or business expansion and M&A related activities including due diligence
• Assist in the design and implementation of income and non-income tax savings strategies
• Monitor changes in global tax legislation affecting SaaS and healthcare industries, and proactively assess implications for the company
• Respond to tax-related inquiries and provide technical tax guidance to internal stakeholders as needed

Preferred Qualifications

• Masters of Taxation or equivalent
• Knowledgeable about tax advantages of various entity structures including medical professional corporations and international subsidiaries
• Proven ability to work independently with minimal oversight in a dynamic, virtual, or global setting

Benefits

• Retirement Plan Matching
• Flexible Paid Time Off
• Wellness Support Programs and Resources
• Parental & Caregiver Leaves
• Fertility & Adoption Support
• Continuous Development Support Program
• Employee Assistance Program
• Allyship and Inclusion Communities