Avp, Tax Services

Assistant Vice President (AVP), Tax Services – Healthcare

Overview

The Assistant Vice President of Tax Services is a senior leadership role responsible for overseeing all tax-related functions for a healthcare organization, including income, sales and use, property, payroll, and for-profit tax compliance. This role ensures compliance with federal, state, and local tax laws while supporting strategic initiatives, transactions, and operational growth in a highly regulated healthcare environment.

Key Responsibilities

Tax Leadership & Strategy

• Lead and manage the organization's tax strategy across all healthcare entities, including

nonprofit and for-profit structures

• Advise executive leadership on tax implications of mergers, acquisitions, joint ventures, affiliations, and service line expansions
• Partner with finance, legal, and operations teams to support strategic planning and organizational initiatives

Compliance & Reporting

• Oversee preparation, review, and filing of all tax returns, including:
  • Federal and state income tax returns
  • IRS Form 990 and related nonprofit filings
  • Sales and use tax, property tax, and gross receipts tax filings
  • Payroll and employment-related tax compliance
• Ensure compliance with IRS regulations, state and local tax laws, and healthcare-specific tax requirements
• Monitor legislative and regulatory changes affecting healthcare taxation and assess organizational impact

Risk Management & Audit Support

• Manage tax audits, examinations, and inquiries from taxing authorities
• Develop and maintain internal controls, policies, and procedures to mitigate tax risk
• Identify and resolve tax exposures related to healthcare reimbursement, exempt activities, and unrelated business income (UBI)

Team Leadership & Vendor Management

• Lead, mentor, and develop the tax services team
• Oversee relationships with external advisors, auditors, and tax consultants
• Drive continuous improvement through process optimization and technology solutions

Financial Integration & Reporting

• Collaborate with accounting and finance teams on tax provision, ASC 740, and financial statement disclosures
• Support budgeting and forecasting processes related to tax liabilities and benefits
• Ensure accurate tax-related data within financial systems and reports

Qualifications

Education & Credentials

• Bachelor's degree in Accounting, Finance, or related field (required)
• Master's degree in Taxation or Accounting (preferred)
• CPA or JD (strongly preferred)

Experience

• 10+ years of progressive tax experience, with significant exposure to healthcare organizations
• Prior leadership or management experience in tax or finance
• Strong understanding of nonprofit healthcare taxation, including Form 990, tax-exempt status, and UBI

Skills & Competencies

• Deep knowledge of federal, state, and local tax regulations impacting healthcare
• Strong analytical, problem-solving, and strategic thinking skills
• Excellent communication skills with the ability to advise senior executives
• Proven ability to lead teams and manage complex, cross-functional initiatives

Working Environment

• Hybrid or onsite role within a healthcare system, hospital network, or healthcare services organization
• Occasional travel may be required for audits, meetings, or system-wide initiatives