Manager Taxation

When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives.

Job Type:

Regular

Scheduled Hours:

40

Work Shift:

Day (United States of America)

The Manager, Taxation will report directly to and support the Assistant Vice President, Taxation for Beth Israel Lahey Health responsible for development, planning, coordination and execution of the tax function for BILH and its affiliates, including highly visible, time sensitive, tax compliance and other tax matters, issues and projects for BILH and each affiliate within the BILH network.

Job Description:

Essential Duties & Responsibilities including but not limited to:

• Recurring Tax Matters : Work with the Assistant Vice President, Taxation and the tax team to provide support and project management for both short-term and long-term tax reporting obligations of BILH and each of its affiliates.

Projects include but are not limited to

• Support of system-wide preparation, review and filing of:

o Form 990, Form 990-T, Massachusetts Form PC, Massachusetts Form M-990T and other foreign, state and local reporting and required estimates and extensions;

o Form 1120, Massachusetts Form and other foreign, state and local reporting and required estimates and extensions

o Forms 1065 and other foreign, state and local reporting and required extensions;

o Forms 5500 and Forms 990-T and other foreign, state and local reporting and required estimates and extensions

o FATCA and CRS disclosures and filings, IRS Certificates of Tax Residency, and other reporting matters

o Foreign national tax reporting (such as employees and/or trainees for proper tax income and/or FICA tax withholding/exemptions and preparation of Forms 8233 as needed)

o Forms 3ABC and/or other property tax filings

• Non-Recurring Tax Matters : Provide support to the Assistant Vice President, Taxation in a wide variety of tax matters that arise both system-wide and at the parent and affiliate levels throughout the year. Areas include, but are not limited to:

o Unrelated Business Income

o Tax Exempt Bonds

o Tax reporting related to non-standard compensatory and benefit items

o Tax issues, reporting, withholding related to activities outside the US, foreign nationals/research fellows and honoraria recipients

o IRC Section 501(r)

o Governmental inquiries and audits

This work will also include staying abreast of relevant tax legislation, including the researching tax law and regulations, as well as documenting developments and communicating impact.

• Additional Responsibilities

o As a member of the internal tax staff, this individual will play a critical role in maintaining/establishing strong relationships with management and staff throughout BILH

o Supervise and train both tax department and other network-wide staff involved in tax reporting matters

Minimum Qualifications :

Education :

• Bachelor's degree in Accounting, Finance or business-related field; CPA, MST and/or JD preferred

Licensure, Certification & Registration:

• Admission to the Massachusetts Bar preferred

Experience:

• 10+ years of relevant experience

o public accounting experience with a focus on non-profit tax (including tax return preparation, consulting and research experience) or internal tax experience in the non-profit sector, is required

Skills, Knowledge & Abilities:

• Detailed knowledge of Form 990 and related reporting issues is required

• Detailed knowledge of non-profit tax issues is required. Knowledge of non-profit healthcare preferred.

• Proficiency with Microsoft Office (Word, Excel and PowerPoint) is required; knowledge of Access is a plus

• Excellent written and verbal skills is required, including experience with tax research, interpreting tax issues, documenting research and the ability to communicate findings

The ideal candidate will

• Be self-motivated with a positive attitude that actively looks for improvement opportunities

• Possess the ability to simultaneously handle multiple projects and deadlines and manage their time and staff effectively

• Have a proven track record of success working as part of a team and also have the ability to work independently on projects

• Have a proven track record working with individuals at various levels within an organization from staff to management

Preferred Qualifications & Skills:

• Analytic Thinking: Ability to analyze, organize and synthesize vast amounts of information, complex financial information and corporate relationships

• Written Communication: Ability to communicate complex information effectively in writing to all levels of staff, management and external stakeholders across functional areas.

• Oral Communication: Ability to verbally communicate complicated concepts and address sensitive situations, resolve conflicts, negotiate, motivate and persuade others.

• Strategic Thinking: Ability to think strategically, creatively and broadly about concepts and problems to use resources to maximum effect and benefits.

• Independence of Action: Ability to set goals and priorities for functional area. May make recommendations for department policies, practices and programs.Excellent written and verbal communication skills, including the ability to deliver difficult information in a clear, tactful, and respectful manner.

• Knowledge: Ability to demonstrate broad and comprehensive knowledge of tax concepts and the intersection with healthcare, practices and operations.

• Team Work: Ability to lead collaborative teams across functional areas.

• Customer Service: Ability to lead operational initiatives to meet or exceed customer service standards in a timely and respectful manner.

Dept/Unit Specific Skills:

• Extensive knowledge of non-profit and public charity tax law and regulations and a deep understanding of how these technical tax matters and issues impact the operational aspects of tax exempt hospitals and healthcare entities

• Ability to organize and prioritize numerous pressing assignments

• See Skills, Knowledge and Abilities listed above.

FLSA Status:

Exempt

As a health care organization, we have a responsibility to do everything in our power to care for and protect our patients, our colleagues and our communities. Beth Israel Lahey Health requires that all staff be vaccinated against influenza (flu) and COVID-19 as a condition of employment. Learn more (~~~) about this requirement.

More than 35,000 people working together. Nurses, doctors, technicians, therapists, researchers, teachers and more, making a difference in patients' lives. Your skill and compassion can make us even stronger.

Equal Opportunity Employer/Veterans/Disabled