• Manage external service providers to comply with a broad range of tax types, including federal and state income, property, sales & use and gross receipts taxes. • Interface with all departments within the organization, including Finance, FP&A, Legal, Payroll and People, to identify and monitor tax issues and opportunities existing within the organization. • Prepare a due date tracker for all tax returns and tax types (Property, Sales & Use, Gross Receipts, Business & Occupancy (B&O), etc.) • Prepare tax depreciation schedules for all entities to assist external service providers in the return preparation process. • Prepare PA gross receipts and WV B&O tax returns on a monthly, quarterly and annual basis for Pennsylvania and West Virginia locations. • Provide tax compliance data to federal and state tax teams and manage the return preparation process with external service provider. • Provide supporting data for sales & use tax returns to external service provider monthly and review invoices for use tax exposure. • Research and document federal and state tax issues as necessary. • Prepare DE gross receipts tax returns for Delaware market monthly. • Prepare WA B&O tax returns for the Washington market monthly. • Prepare required state tax installments/payments and notify Treasury in advance of those payments. • Maintain SharePoint site which contains copies of all prior years’ returns and external service provider correspondence. • Create and maintain a national database of all business licenses. • Work with personal property tax compliance team to provide relevant fixed asset data for all locations to assist in the preparation of tangible personal property tax returns. • Work with the personal property tax compliance team to pay all personal property tax bills, as well as the real property tax bills we as lessors are responsible for, through Anybill. • Manage the unclaimed property compliance process with external service provider. • Work with Accounting to ensure personal property taxes and professional service fees are accounted for properly and ratably accrued throughout the year. • Assist in the preparation of the Tax Department budget. • Interface with FP&A to track the annual forecast and assist in the preparation of tax forecasts on a quarterly basis. • Assist in the management of sales & use, personal property and income & franchise tax audits as necessary.

• 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.