(US) Sr. Director, Tax

At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that’s founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.

With the largest long-term and post-acute care dataset and a Marketplace of 400+ integrated partners, our platform serves over 30,000 provider organizations, making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top private cloud company and honored as one of Canada’s Most Admired Corporate Cultures, we offer flexibility, growth opportunities, and meaningful work. 

At PointClickCare, we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity, productivity, and thoughtful decision-making. By integrating AI tools into our daily workflows, collaboration is enhanced, outcomes are improved, and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission, and we continue to invest in training and development to nurture innovation throughout the employee journey.

Join us in redefining healthcare — so it doesn’t just survive, it thrives. To learn more about PointClickCare, check out Life at PointClickCare and connect with us on Glassdoor and LinkedIn.

**Travel to Office expectations**

For Remote Roles: As this role is remote, there will be in-office events that will require travel to and from the Mississauga and/or Salt Lake City office. These will include, but not limited to, onboarding, team events, semi-annual and annual team meetings.

For Hybrid Roles: As this role is Hybrid, there will be an expectation to reside within commutable distance to the office/location specified in the job listing. This will include, but not limited to, weekly/bi-weekly/monthly events in the office with your specific team. This is a requirement for this role.

About the team:

We are looking for a strategic, hands-on senior tax professional to lead our global tax planning and operations.  This position reports directly to the VP, Financial Operations will regularly interact with cross functional teams, including the executive team.  With 3 direct reports, this small, but mighty team has an opportunity create tremendous enterprise value for PointClickCare.  This is a primarily remote role with occasional meaningful in-person gatherings.

About the role:

The position is responsible for the implementation of tax strategies, processes, and tools. The role will oversee the preparation of federal and state income tax returns, preparation of annual tax provision in accordance with ASC 740, and all domestic and foreign indirect tax filings. The ideal candidate will be system savvy, meticulous, self-motivated, personable, and able to take initiative.

• Tax Compliance & Accounting for Income Tax:
• Oversee completion of federal, international, state and local tax filings including all related analysis and support
• Oversee the preparation of income tax provision in accordance with ASC 740 and financial reporting disclosures
• Monitor legislative changes in tax laws that may impact tax positions, including tax accounting implications
• Ensure appropriate internal controls related to tax matters are in place and operating correctly, identify any gaps in internal controls and ensure remediation and formalization of tax policies and procedures
• Establish and maintain formal tax policies, practices and procedures to ensure compliance with US GAAP and tax regulations.
• Manage any tax audits, notices and enquiries received from domestic and foreign tax authorities
• Ensure compliance with global transfer pricing requirements

• Strategic Tax Planning:
• Design, develop and implement tax planning strategies for a global entity, including domestic and foreign operation
• Establish strategies to minimize tax expense and exposures with regard to federal, state, and foreign direct and indirect taxes, including the evaluation of sales tax obligations by state
• Manage tax related special projects, reports, schedules for senior management including transfer pricing studies and the preparation of tax

• Transforming Tax Function:
• Drive implementation of tax compliance systems and tools to ensure accuracy and efficiency of tax collection and remittance
• Actively manage relationships with third party tax advisors to optimize the relationships to efficiently balance in house vs outsourced tax support
• Leverage AI/Automation to optimize the operations of the Tax function 

• Business Partnering: M&A, Tax Structuring, and All Activities with Tax Impacts:
• Establish deep business partner relationships across the organization to ensure company strategy and projects include a thorough review of tax consequences
• Manage all tax projects including M&A due diligence, tax impacts of new products and services, geographical expansion, and all tax studies
• Research and provide timely tax analysis on structures for projects and operations including analysis of relevant treaty implications were applicable.
• Liaise with legal and external tax advisors with respect to tax matters and strategies for new geographic or business expansion and M&A related activities including due diligence.
• Assist in the design and implementation of income and non-income tax savings strategies

• Subject Matter Expertise: 
• Monitor changes in global tax legislation affecting SaaS and healthcare industries, and proactively assess implications for the company
• Respond to tax-related inquiries and provide technical tax guidance to internal stakeholders as needed.

• Bachelor’s degree in Accounting, Finance, or a related field; CPA or CA license required.
• 10+ years of relevant tax experience, with a mix of public accounting and multinational corporate environments (experience in SaaS or healthcare sectors is a strong plus)
• Comprehensive understanding of domestic and international corporate tax concepts, including transfer pricing, indirect taxes (VAT/GST), international withholding tax and tax provisioning (ASC 740).
• Strong analytical and problem-solving skills, with the capacity to communicate complex tax issues clearly and effectively.
• Experience with Avalara or similar tax software including system implementation
• A collaborative team player, able to partner with internal and external contacts at all levels to drive efficiency and system improvement in tax and tax adjacent functions

• Masters of Taxation or equivalent
• Knowledgeable about tax advantages of various entity structures including medical professional corporations and international subsidiaries
• Proven ability to work independently with minimal oversight in a dynamic, virtual, or global setting

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PointClickCare Benefits & Perks:

Benefits starting from Day 1!

Retirement Plan Matching

Flexible Paid Time Off

Wellness Support Programs and Resources

Parental & Caregiver Leaves

Fertility & Adoption Support

Continuous Development Support Program

Employee Assistance Program

Allyship and Inclusion Communities

Employee Recognition … and more!

It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact [email protected] should you require any accommodations.

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