Tax Compliance Manager

Overview:

Medxcel is here to lead the transformation of healthcare facilities management by incorporating a new approach to providing services. Created by healthcare, for healthcare, we have a dedicated focus on our people and customers, as well as providing tools, processes, support resources, data analytics and insource strategies that drive results.

The Manager works closely with internal departments, external consultants, and regulatory agencies to help ensure that the company meets its real estate tax obligations accurately and on time.

This position will be located at Central Office- Indianapolis, IN.

Responsibilities:

• Maintain tax records, and prepares composite tax returns in compliance with federal, state, local, and tax laws.
• Oversee the preparation, filing, and renewal of applicable real estate tax exemptions.
• Support compliance with all real estate tax laws and regulations, staying updated on changes (e.g., deadlines, submission requirements) and assisting with necessary process updates.
• Ensure that all real estate tax records and databases are accurately maintained and readily accessible for audits, internal reviews, and the upcoming Yardi implementation as needed.
• Manages the delivery of tax advisory and planning services.
• Collaborate with senior management to support and manage initiatives related to potential opportunities for additional exemptions or reliefs that maximize real estate tax exemptions and minimize tax liabilities as directed.
• Assist in identifying real estate tax-saving opportunities and potential areas of risk, providing input and recommendations to optimize real estate tax positions.
• Respond to real estate tax audits and inquiries from regulatory authorities, preparing necessary documentation, ensuring accurate and timely reporting, and facilitating a smooth audit process.
• Liaise with external auditors and consultants to address any real estate tax-related issues.
• Manages the research of issues and the drafting of tax opinions.
• Assist in researching issues and contribute to drafting tax memoranda that support significant real estate tax and exemption positions for the organization.
• Provide support for tax appeals by reviewing documentation, assessing the validity of claims, and providing advice on potential outcomes.
• Manages activities related to staffing, including hiring, orienting, evaluating, disciplinary actions, and continuing education initiatives.
• Support continuous improvement efforts by developing expertise in real estate exemption and valuation-related filings and related compliance.
• Facilitate clear communication and alignment with best practices in real estate exemption management and relevant tax law changes.
• Participates in researching issues and the drafting of tax opinions and memoranda supporting significant federal tax and exemption positions related to exempt organizations.
• Collaborate with legal, finance and other departments to ensure all necessary information is prepared and submitted for appeals, without directly managing the appeals process.
• Provide real estate tax-related support for special projects, mergers, acquisitions, and other business initiatives.
• Mentor team members through more complex tax compliance tasks.

Qualifications:

Education:

• Associate’s degree in a law, taxation, accounting, finance or business-related field OR HS diploma and seven (7) years equivalent of applicable cumulative of education and experience- required.
• Graduate degree in related field-preferred.

License/Certification:

• Licensed Certified Public Accountant (CPA), Certified Accountant (CA)- preferred.

Experience:

• Two years’ experience managing real estate tax returns preparation, coordination and review- required.
• Five years in corporate tax, business operations, or finance in the commercial or corporate real estate or related industry- preferred.
• Three years’ leadership experience- preferred.
• Experience leading in a matrix environment-preferred.

Knowledge, Skills and Abilities:

• - Critical thinking skills – ability to gather, synthesize, analyze information to objectively draw conclusions, make reasonable decisions, and provide solutions and communicate the situation, action, and result clearly and concisely.
• Decisive judgment – ability to assess situations or circumstances and draw sound and objective conclusions.
• Quality management — look for ways to improve and promote quality and demonstrate accuracy and thoroughness.
• Excellent communication and interpersonal skills with ability to communicate and present to all levels of the organization, on the topics of technology, tools, and processes.
• Planning/organizing —prioritize and plan work activities, use time efficiently, and develop realistic action plans.
• Problem solving — identifies and resolves problems in a timely manner and gathers and analyses information skillfully.
• Demonstrated ability to work independently in a stressful environment.
• Demonstrated knowledge of real estate tax compliance processes and systems.
• Advanced knowledge in MS Office products, including Excel, Word, PowerPoint, Outlook, etc.
• Travel Required: Up to 10% based on organization and department priorities.

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