Manager, Tax Planning and Contract Management

Company Description

As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to be the most trusted partner for our customers and our people, enabling empowered decisions along the journey to health and financial well-being.

Spring Venture Group offers incredible culture, benefits, and fantastic income potential in a stable and successful work environment at a Medicare agency. This starts with a workplace that empowers people to do their best work. Come build a rewarding career and make a meaningful impact on peoples’ lives in an environment that values your determination. Join our diverse, inclusive team and get ready to crush your goals!

Job Description

We are seeking a highly motivated and detail-oriented Tax Planning and Contract Manager to join our team. This pivotal role will be responsible for overseeing a wide range of tax compliance, strategic tax planning, and contract management activities, ensuring accurate financial reporting, and providing valuable insights to stakeholders. The ideal candidate will possess a strong understanding of tax regulations, exceptional analytical skills, and a proven ability to manage contracts and vendor relationships effectively.

What will you be responsible for as part of this role?

• Prepare and review complex federal and state tax returns, ensuring accuracy and timely filing.

• Research and interpret tax laws and regulations to ensure compliance and identify opportunities for optimization.

• Proactively develop and implement tax planning strategies to minimize tax liabilities and maximize financial efficiency.

• Consult with external tax advisors and auditors to address inquiries and resolve complex tax issues.

• Prepare detailed tax provisions and estimates for shareholders, providing accurate financial projections.

• Stay abreast of changes in tax legislation and regulations, proactively assessing their impact on the company.

• Review contracts with healthcare carriers to determine appropriate revenue recognition in accordance with GAAP and analyze the financial implications.

• Serve as the primary accounting representative for contract management, ensuring accurate recording and reporting of contract transactions.

• Negotiate favorable terms and conditions with vendors and other parties, maximizing value and minimizing risk.

• Develop and maintain strong relationships with key vendors, fostering collaboration and resolving issues promptly.

• Implement and maintain internal controls to ensure compliance with contract management policies and procedures.

• Collaborate with cross-functional teams to provide tax and accounting expertise for various projects and initiatives.

• Develop and implement process improvements to streamline tax compliance and contract management activities.

• Perform other duties and responsibilities as assigned. 

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.

• CPA or equivalent professional certification strongly preferred.

• 5+ years of experience in tax preparation or compliance, tax planning, and/or contract management.

• In-depth knowledge of federal and state tax laws and regulations.

• Strong analytical, problem-solving, and decision-making skills.

• Excellent communication and interpersonal skills, with the ability to build relationships across all levels of the organization.

• Knowledge of generally accepted accounting principles

• Advanced understanding and application of Microsoft Office programs, specifically Excel.

• Strong accounting and financial analysis expertise and fluency in analyzing data

• Ability to define problems and make recommendations which support the strategic direction of the organization

• Ability to multi-task and to work in a fast-paced environment with tight deadlines

• Demonstrated ability to take initiative and work collaboratively and independently

• Solid verbal and written communication and presentation skills

How can you set yourself apart?

• Workday ERP system experience

• CPA with Big 4 public accounting experience

• Previous work experience in senior healthcare industry

Additional Information

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• Competitive Compensation
• Medical, Dental and vision benefits after a short waiting period
• 401(k) matching program
• Life Insurance, and Short-term and Long-term Disability Insurance
• Optional enrollment includes HSA/FSA, AD&D, Spousal/Dependent Life Insurance, Travel Assist and Legal Plan
• Generous paid time off (PTO) program starting off at 15 days your first year
• 15 paid Holidays (includes holiday break between Christmas and New Years)
• 10 days of Paid Parental Leave and 5 days of Paid Birth Recovery Leave
• Annual Volunter Time Off (VTO) and a donation matching program
• Employee Assistance Program (EAP) - health and well-being on and off the job
• Rewards and Recognition
• Diverse, inclusive and welcoming culture
• Training program and ongoing support throughout your Venture Spring Venture Group career

Security Responsibilities:

• Operating in alignment with policies and standards
• Reporting Security Incidents
• Completing assigned training
• Protecting assigned organizational assets

Spring Venture Group is an Equal Opportunity Employer