• Prepare and review of the Clean Energy US federal and state partnership income tax returns. • Support quarterly reporting to investors, including the preparation of information in accordance with ASC740. • Assist with technical research and quantitative analysis for business and tax planning projects that optimize financial and cash taxes on existing and prospective company investments and consider effects on the business and its owners. • Support the forecasting and annual budgeting process, state and local clean energy grants and incentives, disallowed business interest, valuation allowance, outside basis, and uncertain tax positions of the Clean Energy business provided to its investors. • Support transaction review and documentation processes, including various federal, state and local tax areas, including the review of financial models.

• Responsible for completing all state and local sales and use taxes and other tax compliance and reporting matters for the company. • Research nexus issues as they relate to the various lines of business in multiple states. • Assists in the development of income tax accruals and associated information in accordance with tax laws and regulations and related financial reporting. • Apply for and maintain all business licenses, FEINs, and related applications – registering new business locations and withdrawing when/where appropriate. • Prepare sales & use tax returns. • Responsible for all tax-related audits. • Prepare quarterly provision reports for management and external auditors. • Assist with special projects as assigned by management. • Prepares support documentation for tax positions and responses to audit inquiries. • Assists in the preparation of the budget and financial forecasts, institutes and maintains other planning and control procedures, and analyzes and reports variances. • Prepare and review of depreciation reports used for return filings and forecasts. • Complies with all federal, state, local and corporate and other applicable tax laws, rules and regulations. • Furnishes internal reports, revises, and updates reports to be more useful and efficient, and furnishes external reports as necessary. • Interacts with auditors and assists with audits, as appropriate. • Keeps abreast of company policies and procedures, current developments in accounting and auditing professions, and changes in local, state, and federal laws, as applicable. • Maintains regular attendance per company policy. • Performs other job-related duties as assigned.

• Provide direct, licensed tax advice to participants on complex topics, including: Tax implications of income changes, life transitions (e.g. marriage, divorce, relocation), and equity compensation • Multi-state taxation, self-employment income, estimated payments, and amended returns • Filing status decisions, deductions/credits eligibility, and retirement contribution impacts • Collaborate with the Financial Guide team by handling escalated cases that exceed coaching and education scope • Educate participants using clear, jargon-free explanations of IRS guidelines and implications • Maintain accurate and timely documentation within Salesforce and align with internal case protocols • Support seasonal participant needs during tax season and contribute to internal tax education efforts • Assist in the development of participant-facing tax resources, FAQs, and training

• Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients • Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise • Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies • Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences • Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns • Work with tax staff to respond to tax notices and review of correspondence • Assist with the advancement of technical knowledge and mentorship of less experienced tax team members • Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives • Identify tax‑related opportunities that enhance client relationships and support the firm’s business development strategies • Participate in client and prospect conversations to help articulate tax planning value and support overall client experience goals • All other duties as assigned