Tax Strategy & Planning Manager

WelbeHealth

Tax Strategy & Planning Manager managing tax compliance and strategy at WelbeHealth. Collaborating with executives to evaluate tax implications of organizational growth and structure.

Posted 5/27/2026full-timeRemote • California • 🇺🇸 United StatesSeniorLead💰 $120,164 - $158,617 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Manage federal, state, and local tax compliance including income, franchise, sales/use, property, and other applicable filings, as well as monitor evolving federal and state tax regulations affecting healthcare and PACE organizations
Coordinate preparation and review of tax returns with external tax advisors and ensure timely and accurate filings
Identify and implement tax-efficient strategies that support the organization’s operational and financial objectives
Evaluate tax impacts of new market expansion, operational changes, and reimbursement structures, as well as develop forward-looking tax planning strategies that align with the organization’s growth strategy
Provide tax analysis and structuring support for acquisitions, joint ventures, partnerships, and other strategic transactions
Partner with legal, finance, and executive leadership on entity structuring, organizational design, and evaluating tax considerations for new states, markets, and program structures
Translate complex tax matters into practical guidance for business stakeholders, as well as support strategic finance initiatives in partnership with the Controller and CFO

Requirements

What you’ll need

Bachelor’s degree in accounting, finance, or taxation; master’s in taxation preferred; CPA preferred
Seven (7) to ten (10) years of tax experience in public accounting, healthcare, or corporate tax
Strong experience with multi-state taxation and complex entity structures
Experience supporting tax planning, structuring, or transaction-related initiatives
Public company experience strongly preferred
Healthcare, managed care, nonprofit, or provider organization experience highly preferred
Proficiency with Microsoft Excel; familiarity with data query/data management tools (Access, SQL, Business Objects)

Benefits

Comp & perks

Medical insurance coverage (Medical, Dental, Vision)
Work/life balance - We mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days
401K savings + match
Comprehensive compensation package including base pay and bonus
And additional benefits!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax compliancetax returns preparationtax-efficient strategiestax analysistax structuringmulti-state taxationentity structurestax planningtransaction-related initiativesfinancial objectives

Soft Skills

communicationcollaborationstrategic thinkingproblem-solvinganalytical skills

Certifications

Bachelor’s degreeMaster’s in taxationCPA