• Serve as the internal operational subject matter expert for NMTC structures and compliance requirements. • Translate allocation agreements, investor operating agreements, and executed loan documents into repeatable operational workflows. • Design and maintain cash schedules, reporting calendars, compliance ticklers, and exit trackers. • Strengthen internal controls, reporting accuracy, and structural consistency across the NMTC lifecycle. • Identify and implement process and system improvements. • Lead the operational transition of NMTC transactions from closing through the credit period. • Participate in closing calls as the NMTC operations representative. • Review forecasts and flow of funds for structural alignment with executed documents. • Validate system setup prior to first disbursement. • Coordinate investor onboarding and related bank account setup. • Ensure transactions are accurately established in the system of record before servicing begins. • Own coordination and oversight of CDE-level and Sub-CDE reporting, including AMIS, TLR, ILR, certifications, audits, and tax filings. • Extract operational and reporting requirements from allocation agreements and investor documents. • Monitor substantially all tests, Safe Harbor considerations, and other compliance thresholds. • Escalate recapture and reporting risk indicators in accordance with internal protocols. • Maintain CDE and Sub-CDE good standing and disciplined reporting timelines. • Develop, maintain, and reconcile investor cash distribution schedules. • Calculate and validate investor remittances, fee allocations, and waterfall payments. • Convert legal distribution requirements into repeatable operational processes. • Coordinate with Accounting and Treasury to confirm payment timing prior to distributions. • Resolve remittance discrepancies and structural variances. • Respond to investor, accounting, and audit inquiries related to CDE cash flows. • Ensure treasury compliance across all NMTC-related cash movements. • Serve as the internal operational lead for NMTC exits and unwinds. • Coordinate reconciliation, payoff verification, flow-of-funds sequencing, and document execution. • Initiate structured exit planning based on maturity timelines. • Prepare CDE-level reconciliations and validate unwind documentation. • Ensure accurate final reporting and orderly wind-down of CDE entities while mitigating recapture and distribution risk.

• Support the International Tax team on a broad range of complex tax matters across EMEA • Conduct technical research and provide analysis to senior leaders on tax implications • Manage direct tax compliance across relevant jurisdictions ensuring accurate and timely filings • Work with Finance, Legal, Treasury and other internal teams to ensure tax considerations are incorporated

• Prepare federal and state tax returns for individuals and corporations, ensuring compliance with all regulations and deadlines. • Assist in developing and implementing tax strategies to minimize tax liabilities and maximize benefits for clients, with a focus on proactive planning. • Conduct tax research and analysis to stay updated on changes in tax laws and regulations, providing insights on how they impact clients. • Liaise with clients to gather necessary documentation, explain tax strategies, and provide updates on tax-related matters. • Work closely with other finance professionals to coordinate tax services and ensure alignment with overall financial planning efforts.

This is a rare opportunity to join Perkins & Co as a direct‑admit Shareholder with a clear path to long‑term practice leadership. We are seeking an experienced international tax professional who is ready to step into ownership, inherit an established book of business, and help shape the future of our international practice. At Perkins & Co, we hire great people and give them a great place to work. Our success is rooted in a collaborative culture, strong community values, and a commitment to continuous improvement. Shareholders here are hands‑on leaders who value teamwork, technical excellence, and meaningful client relationships. What’s in it for you? As a direct‑admit Shareholder, you’ll step into a well‑established, diversified international tax practice—without the pressure of building a book from scratch. This role offers immediate ownership, leadership visibility, and a thoughtful succession plan, making it an ideal opportunity for a seasoned international tax professional ready for the next stage of their career. You’ll work closely with a tight‑knit shareholder group, serve as the firm’s international tax subject‑matter expert, and continue growing the practice through client service, collaboration, and business development. And you’ll be doing it at a firm consistently ranked among Oregon’s Most Admired Companies. The Role This is a leadership role for someone with broad U.S. international tax expertise, spanning both inbound and outbound work across planning, consulting, and compliance. Because many of our clients live or operate across borders, the work naturally blends complex international tax planning with practical U.S. domestic compliance. The successful candidate will bring deep technical experience advising both business and individual clients on inbound and outbound international tax matters, and will be equally comfortable moving between international and U.S. tax work. In this role, you’ll serve as one of the firm’s go‑to resources on international tax issues while also maintaining the ability to review and sign U.S. federal tax returns. The existing book of business is well balanced and includes closely held and mid‑sized international businesses, international individuals, and privately held entities. The work reflects a strong mix of corporate and individual international tax, including cross‑border individual planning and trust and estate considerations. This practice also supports a meaningful Japanese‑speaking client base. Japanese language fluency is not required, as language support is provided elsewhere; however, comfort collaborating cross‑culturally and supporting Japanese clients is important. Responsibilities - Provide consultative and compliance expertise in U.S. international tax, including inbound and outbound planning and structuring - Serve as the firm’s international tax expert and resource for shareholders and staff - Review and sign U.S. federal tax returns, including returns with complex international components - Manage and grow client relationships, ensuring high‑quality service and trusted advisor status - Lead strategy, profitability, and growth initiatives for the international tax practice - Collaborate across service lines to support international clients - Mentor and develop team members through coaching, feedback, and technical guidance - Participate in business development efforts, with an annual goal of approximately $100K - Stay current on evolving international tax laws and communicate relevant changes to clients and internal teams