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 guide everything we do.

Role Overview

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 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, the manager evaluates tax implications of strategic initiatives including new market entry, entity structuring, partnerships, joint ventures, and potential acquisitions.

Key Responsibilities

• Serve as a strategic advisor to executive leadership by evaluating tax implications of growth initiatives, new market expansion, entity structuring, and evolving healthcare operations.
• Lead complex, cross‑functional tax planning efforts that support scalable growth, operational efficiency, and long‑term financial strategy.
• Manage federal, state, and local tax compliance including income, franchise, sales/use, property, and other applicable filings, and monitor evolving regulations affecting healthcare and PACE organizations.
• Coordinate preparation and review of tax returns with external advisors to ensure timely and accurate filings.
• Identify and implement tax‑efficient strategies that support operational and financial objectives.
• Evaluate tax impacts of new market expansion, operational changes, and reimbursement structures, and develop forward‑looking planning strategies aligned with the 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 and support strategic finance initiatives with the Controller and CFO.

Benefits

• Medical, dental, and vision insurance coverage.
• Work/life balance: 17 days of personal time off, 12 holidays observed annually, and 6 sick days.
• 401(k) savings plan with match.
• Comprehensive compensation package including base pay and bonus.
• Additional benefits.

Qualifications

• Bachelor’s degree in accounting, finance, or taxation; Master’s in taxation preferred; CPA preferred.
• 7–10 years of tax experience in public accounting, healthcare, or corporate tax.
• Strong experience with multistate 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).

Compensation

Base salary plus bonus. WelbeHealth offers a competitive total rewards package that includes a 401(k) match, comprehensive healthcare coverage, and a broad range of additional benefits. Actual compensation will be determined based on experience and relevant qualifications.

Compensation range: $120,164.59 – $158,617.26 USD.

COVID‑19 Vaccination Policy

WelbeHealth requires proof of vaccination or a vaccine declination form prior to employment. Employees must meet all infection control and PPE standards.

Commitment to Diversity, Equity and Inclusion

WelbeHealth is an equal‑opportunity employer. People seeking employment are considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, marital or veteran status, age, national origin, ancestry, citizenship, disability, or other protected status.

Contact

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