• Lead the Company’s tax planning strategy and execution • Own the global tax forecasting process and collaborate with Finance partners to model tax impact of business trends and legislative changes • Drive efforts to maximize tax incentives and mitigate risk • Oversee global tax due diligence for M&A transactions and partner with Corporate Development team to model deal structures and manage post-acquisition integration • Review and negotiate commercial agreements for tax terms and indemnifications • Assist the provision team with preparation of quarterly and annual income tax provisions • Design and implement tax process improvements/tax automation • Monitor global tax legislative developments and research tax laws and policies to evaluate their tax impact • Collaborate with business partners on ad hoc projects and provide guidance on tax related matters

• Provide tax consulting and advisory services to Cherry Bekaert professionals and their clients • Work closely with fellow NTO specialists to ensure comprehensive technical soundness on tax consulting and advisory advice • Working with HR Consulting to ensure federal tax and ERISA compliance • Participating in national C&B professional groups • Researching and writing technical tax memoranda • Developing thought leadership and other external marketing materials • Developing and delivering internal staff training for tax issues • Assisting with internal and external webinars and presentations • Assisting with firm-wide quality control procedures

• Provide compliance and consulting services to BT Partners • Perform technical review of complex individual tax returns and all supporting tax documents. • Lead multiple engagements that deliver proactive tax planning and strategic consulting. • Grow technical competence by applying technical developments to complex situations • Manage the client experience as the primary point of contact for about 75 clients • Invest in your professional development individually and through participation in firm wide learning and development programs • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

• Lead the development, implementation, and operations of accounting and decision‑support systems • Contribute to the development and enhancement of policies and procedures related to corporate tax functions • Oversee reporting and dashboard creation within assigned areas • Collaborate with key stakeholders—both internal and external—to promote alignment, streamline financial processes, and support coordinated efforts across departments • Coordinate and monitor compliance with best practices in financial accounting, payroll, and taxation procedures • Support overall planning related to major accounting and financial reporting systems across the organization