Personify Health

Manager, Taxation

Job Locations US-Remote
Job ID
2025-4104
Category
G&A (General Administration & Finance)
Posted Date
5 days ago(7/7/2025 8:35 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?

 

This role will report to the Senior Director of Tax and will assist with the review and preparation of U.S. and Non-U.S. direct tax provision, tax compliance and tax reporting obligations. They will also assist in tax planning and tax risk mitigation projects. This person should have a deep sense of curiosity and a solution oriented mindset. They will need to be a person who embraces change and adapts quickly to changes in the business and in priorities. Proficiency with technology and the ability to identify efficiencies will be key skills needed as the business and tax function scale to accommodate our rapid growth. We are looking for someone with a great attitude who is excited to work with teams across the organization to solve problems, deliver excellence and celebrate wins.

 

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

  • Data collection and analysis for annual U.S. and Non-U.S. Income Tax Provision and Compliance
  • Work closely with external advisors to manage the annual tax compliance preparation and filing process for all U.S. and Non-U.S. jurisdictions
  • Data collection and analysis for quarterly provision and estimated payment calculations
  • Monitor changes in tax regulations and tax controversy environment for impact and planning considerations
  • Assist with monthly reconciliation of GL balances in tax accounts for financial close process
  • Manage annual benchmarking and annual transfer pricing documentation process prepared by external advisors
  • Analyze benchmarking results against intercompany arrangement to identify any risks or amendments needed to those arrangements
  • Prepare quarterly transfer pricing calculations for intercompany charges and review of transactions and outstanding balances for application of interest and withholding tax
  • Review and assist in responding to various tax notices
  • Assistance in identifying and implementing process and technology improvements
  • Assistance with integration and analysis related to acquisitions including transaction cost analysis and Section 382 loss limitation calculations
  • Execution and oversight of unclaimed property tax compliance and reporting
  • Assist with various tax planning and tax risk mitigation project

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 owhat we have to offer you come to us with a multitude of positive attributes including:

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

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

  • Proficiency in Windows and advanced Microsoft Excel skills required
  • Experience with Checkpoint, OneSource, Netsuite a plus
  • Excellent written and verbal communication skills required
  • Must be detail oriented with strong problem-solving skills
  • Ability to work independently to meet critical deadlines in a timely manner
  • Enthusiastic team player

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 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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