• 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

• Manage all aspects of the company’s tax compliance, reporting, and planning activities across U.S. federal, state, and local jurisdictions, as well as Canada and Puerto Rico. • Oversee sales & use tax, income tax, indirect tax filings, and various business registrations. • Partner closely with external tax advisors, internal accounting teams, and Legal to ensure timely, accurate compliance and support tax planning initiatives. • Maintain a comprehensive tax calendar identifying all filing, reporting, and payment deadlines across jurisdictions. • Monitor, manage, and resolve all incoming tax notices and correspondence. • Strengthen internal tax processes, controls, and documentation to support a scalable, professional tax function. • Manage responsibility for any federal or state tax audits conducted by the IRS and state taxing authorities. • Represent tax matters in leadership and cross-functional meetings, providing updates on compliance status, risks, and upcoming requirements.

• Manage client portfolio, consistently delivering high-quality service. • Ensure accuracy and compliance of the preparation, review, and timely filing of all tax forms. • Provide tax provision preparation, review, and support service to clients on complex engagements. • Enhance efficiency across project initiatives. • Contribute to team empowerment & professional development by providing mentorship and supportive guidance. • Stay up-to-date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters. • Contribute to business development and departmental efficiency enhancements.