• Solve interesting and complex international tax problems • Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services • Provide innovative tax planning, consulting, and compliance expertise to clients while effectively managing teams and budgets • Perform research and prepare/review technical tax memorandum • Manage, develop and mentor staff on projects and assess performance for engagement and year-end reviews • Proactively build relationships and communicate effectively both with the client and internally to provide superior client service • Participate in networking activities and work closely with partners on targeting and proposal activities

• Tax planning and preparation for high-net-worth individuals and their related entities. • Performing first reviews on certain individual and fiduciary returns. • Ensuring compliance with all federal and state filing requirements on behalf of clients. • Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments. • Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff. • Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

• Maintain tax profile data for OSV customers • Process tax profile updates into multiple systems • Act as a point of contact for tax inquiries • Manage cases for assigned customer teams • Maintain customer tax profiles by updating internal systems • Analyze employee and employer-level payroll tax data • Meet deadlines for ad hoc reports and inquiries • Establish and maintain relationships with customers

• Assist the Head of Tax in overseeing the domestic income tax compliance process, including a detailed review of all U.S. federal and state and local tax returns • Assist the Head of Tax in overseeing quarterly and annual income tax provision and reporting process, performing detailed reviews in accordance with ASC 740 and SOX controls standards • Manage processes related to all domestic indirect taxes, including sales and use tax, federal excise tax, property tax, and other applicable taxes to ensure compliance • Manage domestic tax audits by various federal, state, and local tax authorities • Proactively consider, analyze, and communicate the financial statement impact of business transactions/combinations, changes in business results, tax projects, and legislative changes • Perform a detailed review of tax reconciliations and tax journal entries and supervise the work performed by the junior team members to deliver timely and accurate financial results. • Develop tax staff by managing performance, setting goals, providing ongoing training, and maintaining strong employee relationships • Collaborate with external tax advisors, corporate accounting, FP&A, legal, and other cross-functional business partners • Perform general tax research to resolve issues • Assist with the creation and implementation of tax-related process improvements. Restructure responsibilities and simplify processes to maximize tasks performed by the offshore accounting function • Assist with other areas as assigned, such as tax incentives • Remain current on new federal and state tax laws and regulations and consider these changes from a tax compliance and tax accounting perspective