Manager – Taxation

Overview

Who We Are

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Responsibilities

Ready to Navigate Complex Tax Landscapes During Rapid Growth?

We're seeking a tax professional who thrives in fast-paced, evolving environments and brings both technical expertise and strategic thinking to our expanding global operations. As our Manager of Taxation, you'll work alongside our Senior Director of Tax to ensure compliance excellence while identifying opportunities to optimize our tax position as we scale.

What makes this role different

✓ Growth-stage impact: Your work directly supports our rapid expansion into new markets and jurisdictions

✓ Global scope: Manage both U.S. and international tax obligations for a dynamic, multi-jurisdictional operation

✓ Technology-forward: Identify and implement process improvements that scale with our business growth

✓ Strategic partnership: Collaborate across teams to solve complex problems and celebrate organizational wins

What You'll Actually Do

Master compliance complexity: Lead data collection and analysis for annual U.S. and international income tax provision and compliance across multiple jurisdictions.

Drive strategic tax planning: Assist with quarterly provisions, monitor regulatory changes, and support tax risk mitigation projects that protect and optimize our tax position.

Optimize transfer pricing: Manage annual benchmarking processes, analyze intercompany arrangements, and prepare quarterly calculations to ensure compliance and efficiency.

Ensure operational excellence: Reconcile GL tax accounts monthly, manage unclaimed property compliance, and respond to tax notices with precision and timeliness.

Support growth initiatives: Analyze acquisition-related tax implications, execute Section 382 calculations, and coordinate with external advisors for seamless integration.

Qualifications

What You Bring to Our Mission

The educational foundation:

• Bachelor's degree required
• MST and CPA preferred
• Public accounting experience preferred

The technical expertise:

• Advanced Microsoft Excel skills and proficiency in Windows environment
• Experience with Checkpoint, OneSource, NetSuite is advantageous
• Strong understanding of U.S. and international tax regulations and transfer pricing

The professional qualities:

• Detail-oriented approach with strong problem-solving capabilities
• Excellent written and verbal communication skills for diverse stakeholder interactions
• Ability to work independently while meeting critical deadlines consistently
• Enthusiastic team player with solution-oriented mindset and adaptability to changing priorities

Why You'll Love It Here

We believe in total rewards that actually matter—not just competitive packages, but benefits that support how you want to live and work.

Your wellbeing comes first:

• Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
• Mental health support and wellness programs designed by experts who get it
• Flexible work arrangements that fit your life, not the other way around

Financial security that makes sense:

• Retirement planning support to help you build real wealth for the future
• Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
• Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage

Growth without limits:

• Professional development opportunities and clear career progression paths
• Mentorship from industry leaders who want to see you succeed
• Learning budget to invest in skills that matter to your future

A culture that energizes:

• People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation
• One Team One Dream: Collaborative environment where we celebrate wins together and support each other through challenges
• We Deliver: Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results
• Grow Forward: Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable

The practical stuff:

• Competitive base salary that rewards your success
• Unlimited PTO policy because rest and recharge time is non-negotiable
• Benefits effective day one—because you shouldn’t have to wait to be taken care of

Ready to create a healthier world? We're ready for you.

No candidate will meet every single desired qualification. If your experience looks a little different from what we’ve identified and you think you can bring value to the role, we’d love to learn more about you!

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $100,000 to $125,000 annually. Note that compensation may vary based on location, skills, and experience. This position is eligible for 10% target bonus/variable compensation as well as health, dental, vision, mental health and other benefits.

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.

#WeAreHiring #PersonifyHealth

Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to [email protected]. All of our legitimate openings can be found on the Personify Health Career Site.

Application Deadline: Open until position is filled.