Personify Health

Sr Director, Taxation

Job Locations US-Remote
Job ID
2025-4033
Category
G&A (General Administration & Finance)
Posted Date
1 day ago(5/29/2025 1:50 PM)
Type
Full-Time

Overview

Now is the time to join us! 

 

We’re Personify Health. We’re the first and only personalized health platform company to bring health, wellbeing, and navigation solutions together. Helping businesses optimize investments in their members while empowering people to meaningfully engage with their health. 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

Who are you?

 

In the role of Sr. Director Tax, you will wear many hats and your skills will be crucial in the following:

 

In this role you will wear many hats, but your knowledge will be essential in the following:  

 

Corporate Income Tax

  • Assist the Company’s outside tax advisors in the preparation and filing of all domestic and foreign corporate and state income tax returns.
  • Prepare year-end tax provision (domestic and international) and related footnote disclosures.
  • Work with external tax advisors on various tax projects both domestic and international.
  • Maintain knowledge of changes in tax regulations for the various taxing authorities and ensure corresponding changes are reflected in financial reporting and tax returns.
  • Provide analysis of income tax law changes and provide management with detailed analysis of changes impacting the corporation.
  • Research tax related questions and provide analysis of findings to management.
  • Responsible for all audits being conducted by taxing jurisdictions

 

Indirect Tax

  • Oversee preparation and filings of VAT and GST returns in applicable jurisdictions.
  • Oversee administration and maintenance of Avalara sales tax engine and certificate management system
  • Oversee state sales and use tax return process to ensure efficiency and accuracy of filings, in accordance with current tax regulation.
  • Establish and maintain a process for monitoring accounts payable activity to appropriately capture sales and use tax on purchases.
  • Provide analysis of all indirect tax general ledger accounts and ensure reconciliation to filed returns
  • Stay abreast of sales tax regulations at the state level and provide management with detailed analysis of changes impacting the corporation.
  • Coordinate with team to provide proper and accurate documentation to support returns to auditors, including GAAP and related regulators

 

Additional

  • Lead and manage team of 3
  • Identify and implement process improvement ideas.
  • Support and lead departmental tax initiatives.
  • Oversee transfer pricing benchmarking, agreements and calculations
  • Prepare various potential Non-Resident Withholding returns as applicable
  • Work with external advisors on annual FBAR filings
  • Prepare personal property tax returns, accurately and efficiently, in accordance with current tax regulations.
  • Work with external providers to ensure all annual reports are filed and ensure all entities are on file with registered agent
  • Ad hoc special projects as needed

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Qualifications

What you bring to the Personify Health team:

 

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

  • A bachelor’s degree in accounting, tax related field; Master’s degree is a plus
  • A minimum of four years of work experience in a similar position
  • Experience with producing and delivering results using varied media (i.e., multiple MS office formats, dashboards/visualization tools, and potentially other formats)

You also take pride in offering the following Core Skills, Competencies, and Characteristics:

  • CPA-eligible
  • Self-starter who can work independently as well as part of a team.
  • Ability to multi task and manage both internal and statutory deadlines.
  • Three to Five years of Tax Accounting experience with progressive responsibility or a combination of experience and demonstrated leadership abilities through work progression
  • Experience with NetSuite and Avalara
  • Strong Excel skills including advanced formulas and pivot tables

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 $195,000 to $200,000. Note that compensation may vary based on location, skills, and experience. This position is eligible for 20% 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 talent@personifyhealth.com. All of our legitimate openings can be found on the Personify Health Career Site.

 

Application Deadline: Open until position is filled.

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