• Negotiate client tax resolutions and completing tax returns while acting as the main point of contact throughout the case • Work from home/office on an independent contracted basis • Case assignment is flexible and based on experience • Adhere to best practices, and work within the confines of all regulatory compliance standards.

• Execute all tax-related activities for the organization and its subsidiaries, ensuring compliance and optimizing tax strategies. • Ensure timely and accurate filing of federal, state, local and international income and gross receipt tax returns, working closely with external tax advisory firms. • Work with the R&D team to ensure accurate and timely release of Forms 1099 and T4A for U.S. and Canadian real estate agents, while answering any questions from our agents. • Collaborate with the finance team to ensure accurate and complete financial reporting for tax purposes in accordance with Accounting Standard Codification Topic 740, including interacting with our financial statement audit firm. • Support cross-border tax operations in Canada, Israel, and India, to ensure that appropriate transfer pricing documentation is maintained and that the company’s transfer pricing complies with the arm’s length standard. • Automate tax processes to be more effective and efficient in tax compliance and reporting. • Serve as internal point of contact for tax-related inquiries during audits and liaise with external tax auditors and tax authorities as needed. • Stay informed about changes in tax laws and regulations, ensuring the organization remains compliant and strategically positioned.

• Own the end-to-end US tax operating model across: • US PEO tax operations • US EOR tax operations • Managed US employer payroll tax (external clients) • Self-service US employer payroll tax (external clients) • Deel internal US payroll tax operations • Define and execute the US tax operations strategy, including scalability plans, automation roadmap, vendor approach, and risk mitigation. • Establish and maintain tax governance frameworks, controls, policies, documentation, and escalation models. • Serve as a senior operational authority for US tax matters across leadership, product, legal, and risk forums. • Partner with Legal, Risk, and Compliance to interpret regulatory changes impacting PEO, co-employment, and EOR models. • Ensure accurate and compliant execution of: • Federal, state, and local tax withholdings and remittances • Quarterly and annual filings (941, 940, W-2, W-3, state & local equivalents) • Amended filings, corrections, and prior-period adjustments • Agency registrations, account maintenance, and jurisdictional setup • Lead responses to agency notices, audits, penalties, inquiries, and enforcement actions. • Maintain expert-level knowledge of US employment tax regulations, including multi-state complexity, local jurisdictions, reciprocity rules, and wage & hour implications. • Partner with our Compliance team to translate regulatory changes into operational procedures, system updates, and training. • Own tax systems strategy, configuration, and optimization across: • Prism • MasterTax • Payroll engines, tax engines, and supporting reconciliation tools • Define tax system requirements and product roadmaps • Improve automation, exception handling, and straight-through processing • Reduce manual work, error rates, and cost-to-serve • Build, lead, and scale a high-performing US Tax Operations organization, including team leads, specialists, and senior ICs. • Define org design, role clarity, capacity models, career paths, and skills development. • Establish performance management frameworks tied to accuracy, timeliness, efficiency, and client outcomes. • Define and own US tax operations KPIs, including: • Filing and remittance accuracy • On-time filing and payment rates • Error, rerun, and amendment rates • Cost, productivity, and automation metrics

• Coordinates with outside vendor who prepares tax returns in order to meet fiduciary compliance needs • Provides information required by outside vendor to prepare returns; consults with vendor regarding moderate to complex tax issues • Acts as liaison between outside vendor and internal front office personnel • Reviews returns prepared by outside vendor prior to filing or as part of quality check of filed returns upon request • Prepares appropriate tax forms for filing with federal, state and local jurisdictions as needed • As requested, may perform secondary review of tax returns of moderate to high complexity level • Reviews new accounts and codes for correct tax preparation • Works with outside vendor to ensure new accounts are properly coded and set up in tax preparation system • Reviews trust instruments, wills and other documents to ensure accounts are being reported and taxed properly • Reviews assigned accounts for generation-skipping transfer tax issues and assists less experienced Tax Liaisons with these reviews • Assists outside vendor with tax notices and taxing authority audits and inquiries related to client accounts