Tax Strategy & Planning Manager

At WelbeHealth, we serve our communities’ most vulnerable seniors through shared intention, pioneering spirit, and the courage to love. These core values and our participant-focus lead the way no matter what.

The Tax Strategy & Planning Manager is accountable for leading WelbeHealth’s tax compliance, planning, and strategic tax initiatives. This role ensures compliance with federal, state, and local tax requirements while focusing on identifying and implementing tax-efficient strategies that support the organization’s long-term growth, expansion into new markets, and evolving healthcare delivery models. Reporting directly to the Controller and working closely with the CFO, this role will play a key part in evaluating tax implications of strategic initiatives including new market entry, entity structuring, partnerships, joint ventures, and potential acquisitions.

• Serves as a strategic advisor to executive leadership by evaluating the tax implications of organizational growth initiatives, new market expansion, entity structuring, and evolving healthcare operations
• Leads complex, cross-functional tax planning efforts that directly support scalable growth, operational efficiency, and long-term financial strategy within a rapidly growing healthcare organization

• 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

• 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)

We are seeking a Tax Strategy & Planning Manager who is analytical, strategic, and passionate about building scalable tax strategies that support organizational growth and operational excellence. The ideal candidate combines deep technical tax expertise with a collaborative, business-minded approach, and is excited to navigate complex healthcare and multi-state tax environments while partnering closely with executive leadership. If you are ready to play a key role in shaping strategic financial initiatives that support our long-term growth, we’d love to hear from you!

At WelbeHealth, our mission is to unlock the full potential of our vulnerable seniors. In this spirit, please note that we have a vaccination policy for all our employees and proof of vaccination, or a vaccine declination form will be required prior to employment. WelbeHealth maintains required infection control and PPE standards and has requirements relevant to all team members regarding vaccinations.

At WelbeHealth, we embrace and cherish the diversity of our team members, and we're committed to building a culture of inclusion and belonging. We're proud to be an equal opportunity employer. People seeking employment at WelbeHealth are considered without regard to race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), pregnancy or other status protected by applicable law.

Please ensure your application is being submitted through a WelbeHealth sponsored site only. Our emails will come from @welbehealth.com email addresses. You will never be asked to purchase your own employment equipment. You can report suspected scam activity to fraud.report@welbehealth.com