Sensiba LLP

• Build and manage a pipeline of prospects through outbound prospecting, targeted outreach, and networking. • Qualify inbound leads through discovery calls, aligning client needs with Sensiba's audit, tax, and consulting services. • Develop proposals and Statements of Work with accurate scoping and pricing. • Lead pricing discussions, negotiate terms, and close new engagements. • Accurately maintain and update customer information and sales activities in CRM systems. • Collaborate with audit, tax, advisory, and consulting teams to understand service offerings and position solutions appropriately. • Ensure a smooth handoff from sales to service delivery teams to support a strong client experience. • Apply professional accounting background to speak knowledgeably with prospects about compliance, reporting, and advisory needs. • Stay current on trends affecting the professional services and accounting industries. • Identify cross-sell opportunities across Sensiba's service lines. • Conduct post-mortem reviews of closed-lost opportunities to inform future pipeline strategy.

• Own the end-to-end execution of firmwide email marketing campaigns. • Build and deploy marketing emails using approved templates and finalized content. • Manage email scheduling, deployment, testing, quality assurance, and delivery. • Develop and maintain audience segmentation strategies to improve targeting and constituent engagement. • Design and maintain scalable list structures that support ongoing segmentation and personalization efforts. • Manage the firm's marketing email calendar and coordinate deployment schedules across campaigns. • Monitor email volume and audience exposure to minimize constituent fatigue and optimize engagement. • Recommend campaign send dates, send times, audience segments, and deployment strategies based on performance data and industry best practices. • Analyze campaign results and provide performance insights, recommendations, and optimization opportunities to Strategic Marketing Managers. • Develop recurring executive-level reporting and recommendations for the Vice President of Marketing regarding overall email performance and trends. • Design, build, and optimize automated marketing workflows and nurture programs within HubSpot. • Support campaign execution through email automation, workflow development, audience segmentation, and lead routing. • Build and maintain landing pages, forms, automated follow-up sequences, and campaign assets within HubSpot. • Collaborate with web, sales, and marketing teams to ensure seamless lead capture and engagement experiences. • Continuously identify automation opportunities that improve efficiency, scalability, and campaign effectiveness. • Serve as the primary HubSpot administrator and internal platform expert. • Provide technical support, troubleshooting, and user assistance across the firm. • Manage user permissions, access requests, and system governance in partnership with Information Technology. • Administer HubSpot forms, workflows, automation rules, notifications, and data processes. • Manage and troubleshoot HubSpot-Salesforce integrations and support future platform enhancements. • Evaluate and recommend new HubSpot capabilities, tools, and process improvements that increase platform utilization and business value. • Ensure platform health, reliability, security, and operational effectiveness. • Manage audience lists, imports, exports, segmentation, and database organization. • Support sales and SDR teams through list creation, campaign support, and CRM process improvements. • Support lead routing, lead handoff processes, and sales enablement workflows. • Monitor and improve CRM data cleanliness and consistency. • Create and maintain dashboards and reports for Strategic Marketing Managers, Sales Directors, and Marketing Leadership. • Track and report on marketing-sourced opportunities and marketing-influenced opportunities. • Deliver campaign-level reporting and performance analysis across email, automation, and lead generation programs. • Serve as the primary HubSpot data expert supporting executive reporting initiatives. • Provide ad hoc analyses and reporting to support business and marketing decisions. • Partner with leadership to evolve attribution and campaign measurement frameworks. • Develop and maintain operational documentation, process guides, knowledge articles, and training materials. • Drive continuous improvement initiatives that increase operational efficiency and marketing effectiveness.

• Lead the final phase of Sensiba's Zero Trust transformation and endpoint security modernization. • Develop, document, and maintain enterprise security standards and configuration baselines. • Establish scalable security practices that support long-term growth and compliance. • Manage and optimize Microsoft Sentinel for monitoring, detection, and response activities. • Develop and tune detection rules, alerts, investigations, and automated response workflows. • Lead security investigations, incident response efforts, and proactive threat hunting activities. • Own Defender XDR, Defender for Endpoint, and Defender for Cloud administration and security posture management. • Monitor and remediate vulnerabilities across user devices and cloud environments. • Manage Microsoft Purview Data Loss Prevention (DLP) policies and information protection programs. • Support Sensiba's annual SOC 2 Type II audit process by producing technical evidence and validating controls.

• Oversee and manage a diverse portfolio of tax engagements. • Lead a team of tax professionals, ensuring timely and accurate completion of tax returns. • Provide strategic tax planning advice to clients. • Cultivate and maintain strong client relationships. • Work with the partner in delivering planning opportunities and tax solutions to clients. • Play a key role in business development initiatives, identifying new opportunities for growth and expanding our client base.

• Responsible for ensuring client satisfaction and efficient execution of engagement plans • Serve as a coach and advisor to team members • Focus on IT controls, security, and compliance across SOC 2 and SOC 1 engagements • Evaluate, test, and document controls related to security, availability, processing integrity, and key business processes • Build strong client relationships through a deep understanding of client systems, technology environments, and compliance requirements

• Lead and supervise audit engagements for venture capital funds, management companies, and related entities from planning through completion. • Develop and execute risk-based audit plans, with a focus on investment valuation, capital activity, and fund-level risks. • Review and test fair value measurements of portfolio investments, including private company equity, SAFEs, convertible instruments, and other complex securities. • Evaluate capital calls, distributions, carried interest allocations, and partner capital accounts. • Coordinate with fund administrators, valuation specialists, and client finance teams to obtain and validate supporting data. • Review audit workpapers, financial statements, and disclosures, ensuring compliance with ASC 946 (Investment Companies) and GAAP. • Provide technical guidance on fair value (ASC 820), equity investments, and complex financial instruments. • Monitor and update engagement progress, budgets, and timelines, proactively communicating with leadership and clients. • Build and maintain strong relationships with fund managers and client stakeholders, demonstrating responsiveness and industry knowledge. • Mentor and coach audit staff, particularly on VC fund structures and investment-related audit procedures, providing written feedback regularly. • Identify process improvements related to fund audit efficiency, data requests, and valuation review workflows.

• Develop and implement comprehensive tax strategies for real estate transactions, including acquisitions, dispositions, entity structuring, and 1031 exchanges. • Apply and advise on depreciation strategies (MACRS, bonus depreciation, Section 179,) and conduct or review cost segregation studies to maximize deductions. • Prepare and review accounting method change filings (Form 3115) related to depreciation, cost segregation, and accrual-to-cash transitions. • Analyze and advise on passive activity loss rules, material participation tests, and real estate professional status determinations. • Evaluate capitalization vs. expense treatment of development and operating costs under IRC §263A, ensuring accurate classification of deductible and capitalizable expenses. • Review and manage preparation of complex tax returns for partnerships, corporations, individuals, and trusts, ensuring accuracy, compliance, and efficiency. • Oversee partnership tax compliance, including special allocations, capital accounts, basis tracking, Section 754 elections, and K-2/K-3 reporting. • Advise on tax treatment of leasehold improvements, tenant allowances, and business interest expense limitations under Section 163(j). • Identify and apply federal and state tax credits and incentives, including energy-related deductions such as Section 179D. Conduct tax research to support client positions and ensure compliance with current regulations. • Lead and manage client engagements by implementing high-quality standards, identifying inefficiencies, and enhancing service delivery. • Mentor junior staff through training, performance feedback, and career development initiatives. • Build strong client relationships and collaborate with firm leadership on strategic projects and initiatives.

• Prepare tax returns for diverse entity types, including C corporations, S corporations, partnerships, LLCs, trusts, estates, and individuals. • Conduct thorough tax research and analysis to ensure compliance with applicable regulations and identify tax-saving opportunities. • Maintain frequent communication with clients to foster long-term relationships and provide exceptional service. • Coordinate and oversee work performed by team members to deliver high-quality service to clients. • Ensure adherence to firm procedures, legal requirements, and client specifications. • Mentor and develop junior staff to enhance their professional growth and skills. • Identify and capitalize on cross-selling opportunities to enhance client relationships and expand service offerings. • Actively participate in internal project teams to support firm-wide initiatives and objectives. • Proactively identify learning gaps and regularly review development plans with management. • Attend ongoing training and development programs organized by the firm to enhance skills and stay updated on industry trends. • Hold and maintain relevant licenses and memberships to uphold professional standards and legal requirements. • Stay informed about financial trends and legislation, continuously improving skills, and meeting minimum CPE requirements.

• Act as the bridge between various stakeholders to ensure our business operating system is aligned and effective. • Collaborate deeply with the Director of Business Insights to ensure data fluidity. • Ensure the RevOps team is empowered with a high-performance sales and marketing machine—all while maintaining firm-wide governance. • Collaborate with the Chief Product Officer and their team to execute our technical vision. • Create and maintain comprehensive documentation for all system configurations, business logic, and integration workflows. • Provide day-to-day direction and managerial oversight of a small team of employees and contractors engaged on key projects. • Partner with functional leaders across the firm to ensure our corporate tech stack supports the entire client and employee lifecycle. • Own the logic that allows data to flow perfectly from a contract to an invoice, revenue recognition template, and billing schedule downstream. • Monitor our technology cost footprint and ensure our systems facilitate the transition from traditional productivity metrics to value-based outcomes. • Establish and maintain the standards for data integrity and governance.

• Act as a vital link between our corporate technology stack and our firm’s strategic evolution. • Collaborate deeply with stakeholders to ensure effective business operating systems. • Maintain governance and ensure effective decisions around critical system integrations. • Support the transition from traditional metrics to value-based outcomes.