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 lead the way no matter what.

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 focusing on 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, this role will play a key part in evaluating tax implications of strategic initiatives including new market entry, entity structuring, partnerships, joint ventures, and potential acquisitions.

This role is different because the Tax Strategy & Planning Manager at WelbeHealth: Serves as a strategic advisor to executive leadership by evaluating the tax implications of organizational growth initiatives, new market expansion, entity structuring, and evolving healthcare operations Leads complex, cross-functional tax planning efforts that directly support scalable growth, operational efficiency, and long-term financial strategy within a rapidly growing healthcare organization We care about our team members.

That’s why we offer: Medical insurance coverage (Medical, Dental, Vision) Work/life balance - We mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and 6 sick days 401K savings + match Comprehensive compensation package including base pay and bonus And additional benefits!

On the day-to-day, you will: Manage federal, state, and local tax compliance including income, franchise, sales/use, property, and other applicable filings, as well as monitor evolving federal and state tax regulations affecting healthcare and PACE organizations Coordinate preparation and review of tax retur