• 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

• Review federal and multi-state tax returns; experience with flow-through entities highly desirable • Experience with Private Equity and Hedge Fund clients is highly desirable • Research fundamental tax issues using online tools • Perform other accounting duties as needed in engagements and as assigned by managers • Communicate effectively with managers, partners, and clients

• Provide general support to team members in the compliance and property tax review process by preparing all tax returns, renditions, and filings for assigned clients • Manage large, more complex client renditions/returns and reporting requirements • Present completed returns to management for review • Prepare check requests once jurisdictional tax liabilities have been approved by management • Serve as a resource for junior team members regarding client-specific processing issues • Ensure all applicable returns/renditions/tax bills and remittances are copied and mailed in a timely manner • Monitor and review all jurisdictional tax notices for assigned clients • Update internal compliance software with appropriate tax related information for each assigned client • Manage or assist with new client implementations