Job Summary

Primary responsibility is to direct all aspects of tax planning and to ensure compliance with nonprofit and for-profit tax requirements. This position also provides support for new business strategic initiatives, by coordinating and reviewing internal and independent business valuations, identifying legal and regulatory issues, making appropriate recommendations or coordinating legal review and responses to address legal barriers. Provides close direction to staff on the development of policies relative to current tax regulations and the preparation of analysis.

Job Duties

• Serves as lead for researching, analyzing, developing, and implementing tax-planning strategies related to the systems for-profit and nonprofit organizations.
• Research and make recommendations to leadership concerning strategic business initiatives, including transaction and investment structuring, identifying legal issues related to such transactions, making recommendations, or coordinating and reviewing outside legal responses to address legal barriers.
• Provides consultative support, including federal, state, and local exemption issues, federal and state income tax, payroll, benefit, development-planned giving, federal excise tax, sales tax, real estate tax, etc.
• Directs the preparation and submission of the appropriate information returns or tax returns for the tax-exempt and for-profit entities within the system.
• Directs the compliance of the current and deferred tax provisions in accordance with GAAP (FAS 09 and ASC 740) and NAIC statutory requirements.
• Analyzes NAIC statutory requirements and reconciliation to GAAP and TAX to identify timing differences.
• Monitors appropriate laws, regulations, and standards to assure compliance, including guidance issued by duly constituted governmental and regulatory agencies.
• Inform leadership of all relevant issues.
• Responsible for the development, maintenance, and documentation of tax related policies and procedures in compliance with current federal, state, and local tax regulations in accordance with the system goals and objectives.
• Consult with legal and investment departments and outside tax counsel and advise on the impact of program-related and other investments on unrelated business income and the organization's exempt status, including optimization of investment structure.
• Direct compliance of filing requirements arising from foreign activities including Forms 926, 8865 and 5471.
• Serves as liaison with tax counsel and consultants for filing, tracking, and coordinating all System tax requests and appeals through the administrative and judicial processes.
• Develops and maintains relationships with tax authorities at the local, state, and federal levels to appropriately manage the outcomes and resolutions of tax issues.
• Serve as Finance and Tax technical resource to System Administrative staff and committees.
• Prioritizes and coordinates the project activities of the Tax staff.
• Recruits and selects staff; establish performance standards and evaluate personnel performance on a timely basis.
• Develops and monitors the business plan, budget, and goals of the department.
• Focuses on leadership staff development and structured feedback, role definition, and effective delegation.

Work is typically performed in an office environment. Accountable for satisfying all job specific obligations and complying with all organization policies and procedures. The specific statements in this profile are not intended to be all-inclusive. They represent typical elements considered necessary to successfully perform the job. Additional competencies outlined in any department-specific orientation will be considered essential to the performance of the job related to that position.

Position Details

Travel to Danville, Pennsylvania required as needed for meetings

Education

Bachelor's Degree- (Required)

Experience

Minimum of 10 years-Healthcare (Required), Minimum of 4 years-Managerial/Supervisory (Required)

Certification(s) and License(s)

Certified Public Accountant - American Institute of Certified Public Accountants (AICPA)

OUR PURPOSE & VALUES: Everything we do is about caring for our patients, our members, our students, our Geisinger family and our communities. KINDNESS: We strive to treat everyone as we would hope to be treated ourselves. EXCELLENCE: We treasure colleagues who humbly strive for excellence. LEARNING: We share our knowledge with the best and brightest to better prepare the caregivers for tomorrow. INNOVATION: We constantly seek new and better ways to care for our patients, our members, our community, and the nation. SAFETY: We provide a safe environment for our patients and members and the Geisinger family We offer healthcare benefits for full time and part time positions from day one, including vision, dental and domestic partners. Perhaps just as important, from senior management on down, we encourage an atmosphere of collaboration, cooperation and collegiality. We know that a diverse workforce with unique experiences and backgrounds makes our team stronger. Our patients, members and community come from a wide variety of backgrounds, and it takes a diverse workforce to make better health easier for all. We are proud to be an affirmative action, equal opportunity employer and all qualified applicants will receive consideration for employment regardless to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or status as a protected veteran.

We are an Affirmative Action, Equal Opportunity Employer Women and Minorities are Encouraged to Apply. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability or their protected veteran status.

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