CBH

• Lead Transaction Strategy: Direct the full lifecycle of M&A tax engagements, including buy-side and sell-side tax due diligence, tax structuring, and modeling. • Complex Structuring: Design tax-efficient structures for mergers, acquisitions, carve-outs, and reorganizations (e.g., Section 338(h)(10) elections, F reorganizations, and cross-border planning). • Risk Mitigation: Identify and quantify historical tax exposures and draft contract language (reps and warranties) to mitigate risk for clients. • Post-Transaction Integration: Oversee post-close integration, ensuring tax attribute preservation (Section 382 analysis) and earnings and profits (E&P) studies. • Practice Growth & Business Development: Actively cultivate relationships with Private Equity firms, legal counsel, investment bankers, and C-level executives to source new engagements. • Cross-Selling: Collaborate with Audit and Valuation partners to present a unified, multi-disciplinary service offering to prospective clients. • Thought Leadership: Represent the firm at industry conferences, publish articles on emerging M&A tax trends, and lead internal and external webinars. • Talent Development: Recruit, train, and mentor a team of Managers and Directors, fostering a culture of technical excellence and rapid career progression. • Operational Management: Manage the financial performance of the M&A practice, including billing, realization rates, and resource allocation. • Quality Control: Maintain the highest standards of risk management and compliance with firm policies and professional standards.

• Lead the execution and quality assurance of accounting advisory engagements • Oversee accounting positions and manage delivery timelines • Monitor project progress and manage risks in client service delivery • Collaborate on technical accounting positions and quality assurance processes • Translate complex accounting concepts for financial and non-financial audiences • Provide practical guidance to support critical business decisions • Contribute to business development through technical excellence and client relationships • Supervise engagement teams and ensure alignment with deadlines, objectives, and quality standards

• Manage and lead client engagements, including monthly close and consulting projects, from planning through execution and delivery • Serve as a key client contact, building strong relationships and acting as a trusted advisor to ensure timely, high‑quality deliverables within budget • Prepare and present financial results and analysis to client management, finance committees, and audit committees, with support from Directors as appropriate • Oversee client invoicing processes, including review and coordination of collection follow‑ups • Mentor, coach, and develop team members, fostering professional growth, engagement, and collaboration • Assist with staffing, resource planning, and utilization management across engagements • Identify opportunities to leverage technology and innovative solutions to enhance service delivery and operational efficiency • Ensure engagements comply with industry standards, firm methodologies, and best practices while monitoring key financial and performance metrics • Support practice leadership with strategic initiatives by identifying client expansion opportunities and contributing to growth efforts

• Lead and manage buy-side and sell-side accounting and financial due diligence engagements • Develop relationships with clients and engage in effective interactions with target company executives • Perform quality of earnings and working capital analyses • Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price • Identify and evaluate financial and operational trends of target companies • Communicate effectively, both verbal and written, our due diligence findings • Supervise multiple professionals and prioritize tasks, serving as a hands-on lead for engagements from inception to completion • Participate in performance reviews and new business development activities

• Manage and triage a steady stream of Workday support requests; analyze, resolve, document, and close tickets in a timely manner. • Operate within established governance and intake processes; adhere to SLAs and escalation paths. • Work inside a live Workday environment to execute configuration & maintenance tasks: • Maintain and optimize the Business Process Framework • Configure condition rules and validations • Manage notifications and alerts • Create and adjust calculated fields • Develop and refine custom reports • Perform security updates by domain and role-based access; execute EIB loads and corrections. • Support regression testing for Workday R1/R2 releases. • Stabilization Support: Assist with post-implementation cleanup and optimization • Identify repeat issues and recommend structural fixes • Support data integrity audits and reconciliation efforts • Partner with People & Culture (P&C) and Payroll to reduce friction points • Documentation: produce clear, professional documentation for changes, resolutions, and processes. • Maintain a customer-focused mindset, ensuring operations run cleanly and disruptions are minimized.

• Support the performance of engagements by managing and delivering timely and accurate governmental accounting including the implementation of new accounting standards, account reconciliations and financial statement closing procedures, financial statement preparation, and on-demand government accounting support. • Planning, managing, and performing a variety of engagements including but not limited to: Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of New Accounting Standards, Accounting Analysis Related to Compliance with Laws and Regulations, Ongoing Best Practice and High-Performance Government Accounting Support • Assessing and evaluating client accounting challenges, developing tailored advisory solutions and establishing the timeline and scope of engagements • Evaluating complex governmental accounting situations and determining the appropriate treatment under GAAP • Reviewing Annual Comprehensive Financial Report (ACFR) for accuracy and completeness against benchmarks such as GFOA’s ACFR review checklist • Identifying best practices or other recommendations in clients account reconciliation or other financial processes and develop and executive level report of the findings • Providing status updates to client leadership on the current status of tasks and any findings or recommendations identified • Overseeing firm objectives (engagement economics) and manage resources to ensure that established goals are met on each project assigned • Ensuring team is up to date on related governmental accounting pronouncements and industry developments and assisting with supervision of team members as assigned, including staff professional development, training, and performance evaluation utilizing firm developed tools and processes • Developing one or more areas of technical specialization and begin to serve as a technical consultant, both internally and externally • Developing content such as articles, podcasts, or webinars on governmental accounting matters to build brand recognition of GPS accounting advisory group • Serving as a trusted advisor to clients, identifying opportunities for expanded services • Developing outside relationships with a goal to foster long-term business development

• Execute federal and state tax due diligence on M&A transactions, including identification and quantification of historical tax exposures across income, sales and use, payroll and unclaimed property • Analyze target tax attributes and model the impact of transaction structuring alternatives — including Section 338(h)(10) and 336(e) elections, Section 382 limitations on net operating loss (NOL) utilization, basis step-ups, Section 704(c) built-in gain or loss allocations and Section 751 hot asset considerations • Review target tax profiles across entity types, including consolidated C corporation groups, S corporations, partnerships, LLCs and pass-through structures • Draft tax diligence reports, structuring memoranda and step plans suitable for delivery to PE deal teams, lenders and legal counsel • Coordinate with internal and external workstream leads — financial due diligence, valuation, legal and quality of earnings providers — to deliver an integrated view of deal risk • Support transaction execution, including review of purchase agreement tax provisions (representations, indemnities, tax matters, Section 338(h)(10) language) and post-close integration planning • Manage day-to-day client communication on assigned workstreams and present findings directly to deal team leads

• Prepare, process, and code Accounts Payable (AP) and Accounts Receivable (AR) transactions • Support month‑end, quarter‑end, and year‑end close • Identify trends and insights through KPI tracking • Participate in onboarding clients into various ERP and cloud‑based accounting systems

• Manage the Tax department resource pool, tracking utilization, capacity, and staffing needs across tax services • Collaborate with Tax Directors, Engagement Partners, and Project Managers to forecast staffing requirements and assign resources to engagements • Monitor engagement milestones, deadlines, and workload balance; identify and escalate risks to leadership • Maintain accurate staffing analytics and dashboards; provide regular reports to help with capacity planning and budgeting • Facilitate onboarding, ramp-up, and ongoing development of personnel; support timesheet accuracy and compliance • Coordinate with Recruiting and HR to fill resource gaps; support peak-season planning and cross-training initiatives • Maintain and organize knowledge resources, standard tax workflows, and best practices to improve efficiency • Serve as a liaison between Tax teams and other functions (Finance, IT, Quality & Risk) to support cross-functional collaboration • Troubleshoot resource-related issues (availability, skills gaps) and recommend process improvements • Ensure effective use of workload management tools and time-entry systems; champion data integrity

• Lead and own end-to-end M&A integration project plans, including milestones, timelines, dependencies, and deliverables from diligence through post-close stabilization • Drive execution across distributed, cross-functional teams—ensuring accountability, follow-through, and progress against critical milestones in a remote environment • Proactively identify risks, issues, and delays, and escalate with clear recommendations to keep integrations on track • Establish and manage integration governance, including virtual workstream check-ins, executive updates, and decision forums • Coordinate integration activities across Finance, Legal, IT, Operations, People & Culture, Client Service, and Go-to-Market teams • Deliver clear, concise, executive-ready reporting on progress, risks, and upcoming milestones • Partner closely with senior leadership to align priorities, remove blockers, and ensure successful integration outcomes