• Support US-based clients with high-volume individual and business tax preparation • Work independently with minimal supervision • Prepare complex tax returns and ensure compliance with regulations • Collaborate with clients and provide tax-related advice • Handle client correspondence and tax notice resolution (IRS, FTB)

• Identify and document tax filing requirements • Translate tax rules into system and workflow requirements • Triage complex or non-standard filing issues • Partner closely with Product, Engineering, Filings, and Sales to build scalable solutions • Maintain and evolve internal requirements documentation as regulations change and coverage expands • Act as an escalation point for complex or edge-case filing scenarios • Coordinate with internal teams and external advisors when clarification or validation is required • Work closely with Product and Engineering to design and improve filing workflows and automation • Review and test new filing capabilities from a tax-requirements perspective • Support Sales and Implementation teams by clarifying international filing scope, requirements, and limitations

• Support global VAT compliance, including data preparation, review support as needed. • Assist with VAT-related projects, including new business initiatives, system implementations, process improvements, and jurisdictional expansions. • Stay abreast of changes in VAT/GST laws and regulations globally, assess their impact on the company, and recommend necessary actions. • Respond to VAT technical questions from internal stakeholders, partnering with teams and external advisors as needed. • Support VAT reconciliations, variance analysis, and data validations to ensure accuracy and completeness. • Support VAT audits and inquiries, including data gathering and issue tracking. • Work closely with Finance, Accounting, and Systems teams to ensure VAT logic, tax determination, and reporting are correctly reflected in systems. • Help identify opportunities for automation, process improvement, and enhanced controls within VAT compliance and reporting workflows. • Maintain documentation for VAT processes, controls, and system logic.

• Conduct in-depth legal research and write clear, concise, and analytical legal content. • Analyze and interpret legislation, case law, rules/regs, legal news and other related materials and incorporate these findings into new and existing online and print analytical content. • Write high-quality articles/commentaries on current tax issues for use by practicing attorneys. • Ensure accuracy, clarity, and consistency in all legal content produced, and compliance with legal and editorial standards. • Leverage generative and agentic AI, automation, and data to streamline content development and editorial processes for the creation of short- and long-form content. • Craft prompts, evaluate AI outputs, and iterate to achieve optimal results. • Track and monitor changes and trends in tax law, as well as advances in legal technology. • Collaborate with Editorial Directors, Legal Editors, Product Managers, and other legal writers to scope, outline, draft and quality check new analytical content. • Contribute to the strategy and execution of new content development to deliver high quality, innovative products that meet the needs of our markets. • Develop expertise in tax law and its practitioners, as well as the law firm and market ecosystems in which they operate. • Identify and recruit authors from cultivated networks to create high-quality legal content. This includes prospecting law firms and individuals, pitching projects, and negotiating author contracts; recommend authors and organizations to support market analysis and product research. • Contribute to cross-functional initiatives such as new product pilots, tool and process evaluations and standards development. • Model a forward-thinking mindset on harnessing technology for legal content creation and practice, driving operational excellence.