• Prepare and process tax forms, including service tax calculation, filing and remittance • Assist in developing and maintaining tax compliance calendar • Work with local finance to resolve tax disputes • Partner with corporate tax to ensure compliance systems are up to date • Record journal entries for GAAP to stat or GAAP to tax differences • Verify documentation and prepare filing for withholding tax • Calculate roll forward of deferred income taxes • Ensure applicable GL accounts are tied to tax schedules • Prepare other WMG tax reporting schedules as needed

• Manage and review high-complexity Partnership Tax Returns (Form 1065), focusing on multi-tiered entities and special partnership structures. • Serve as the primary technical advisor for owners and operators of malls, retail centers, office buildings, and large-scale apartment complexes. • Conduct deep-dive tax research to ensure compliance with evolving federal and state real estate tax laws and complex partner allocations. • Direct the development of junior staff members, providing technical training and career guidance to build the firm's internal talent pipeline. • Support firm growth initiatives; benefit from an industry-leading 50% profit-sharing model on all originated client revenue. • Work directly with HNW principals to navigate complex tax implications of real estate acquisitions, holdings, and divestitures.

• Lead Unemployment Tax Operations (Approximately 50%) • Provide strategic and operational leadership for the unemployment tax team delivering services under standard unemployment claims administration contracts. • Oversee core unemployment tax activities, including: Review and routing of unemployment tax correspondence Analysis and validation of unemployment tax rates Execute statutory election opportunities Prepare annual tax rate reports and projections Reimagine and standardize end-to-end unemployment tax processes to improve efficiency, accuracy, and client experience. • Partner with senior leaders on enterprise programs and complex client engagements. • Ensure compliance, scalability, and service delivery across all unemployment tax services. • Lead Payroll Tax Consulting (Approximately 50%) • Lead a team of payroll tax consultants, providing mentorship, and technical guidance. • Be a pod leader, managing payroll tax consulting projects from initiation through completion. • Review technical deliverables to ensure accuracy, quality, and regulatory compliance. • Develop tailored project plans with care for client risks, needs, and objectives. • Be a senior client advisor, maintaining relationships and addressing issues.

• Collaborate with Practice and function leaders to assess and prioritize current and future learning and talent needs, ensuring alignment with Aprio’s strategic objectives. • Design and propose innovative learning and development solutions, utilizing adult learning principles and forward-thinking instructional strategies that address identified needs. • Serve as a strategic advisor to Practice leaders and their teams, engaging in strategic consultative discussions to define business challenges, identify performance gaps, and determine whether learning or other interventions best address Aprio's needs. • Partner with the Learning Experience Design Studio, providing subject matter expertise, guidance, and feedback as they build and implement engaging learning solutions. • Build and sustain productive relationships with key stakeholders, including technical experts and senior leaders, to drive adoption and continuous improvement of learning solutions. • Apply learning analytics and metrics to evaluate the effectiveness and impact of learning initiatives, making recommendations for improvement where necessary. • Champion the reputation and visibility of Aprio’s Learning & Development function by shaping a high-quality portfolio of learning experiences that strengthens the brand value of L&D with internal Aprio team members and external Alliance members. • Collaborate with Aprio Alliance leaders to develop learning offerings that add value for Alliance members and can be commercialized and sold as part of Aprio’s external solutions. • Conduct discovery conversations with internal and external stakeholders to deeply understand learning and talent development needs and translate these insights into actionable design requirements. • Navigate and resolve conflict when approaches to learning differ, mediating between perspectives and guiding teams toward effective solutions. • Influence and present compelling ideas and strategies to small and large groups—including executive audiences—driving alignment and enthusiasm for learning initiatives. • Collaborate with the Manager of Learning Operations on establishing workflows, version control and quality assurance for all design work.