• Review and Finalize Returns: Lead and manage the accurate and timely preparation and review of complex US federal and state/local income tax returns for various entities (C-Corp, S-Corp, Partnership, etc.). This often includes the final review before filing. • Income Tax Provision (ASC 740): Directly manage the quarterly and annual US income tax provision process under US GAAP (ASC 740), including the calculation of the Effective Tax Rate (ETR), deferred tax assets and liabilities, FIN 48/ASC 740-10 (Uncertain Tax Positions), and related financial statement disclosures. • Tax Account Reconciliation: Oversee the reconciliation of tax accounts, ensuring consistency between the general ledger, tax returns, and tax provision calculations. • Tax Research and Planning: Proactively monitor and research changes in US tax law (e.g., changes to the Internal Revenue Code, state tax legislation). Develop and implement tax planning strategies to legally minimize the Company's overall US tax liability. • Audit Management: Act as the primary point of contact for IRS, state, and local tax audits. Manage the audit defence process, prepare complex information requests, and negotiate with tax authorities. • Internal Consulting: Provide expert tax guidance and advice to senior management and internal departments (Finance, Legal, Operations) on the tax implications of major business decisions, transactions, and restructuring. • Process Improvement: Drive the development, implementation, and continuous improvement of tax processes, controls, and technology (tax software, ERP systems) to enhance efficiency and ensure proper governance. • Team Leadership: Supervise, mentor, train, and develop junior tax staff, senior accountants, and analysts, managing their workflows and performance. • External Advisor Management: Manage relationships and deliverables from outside tax advisors, consultants, and external auditors (e.g., Big 4 firms), ensuring work is timely, cost-effective, and aligned with company strategy.

• Reviewer of personal business property tax filings by a team of 2 senior associates • Provide technical support for the team • Ongoing duration until they hire

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Tax Manager oversees the delivery of a full range of tax services in compliance with laws and regulations to multiple clients. This is a leadership position that is proactive and solution-oriented, offering depth of experience to our clients in the fast-paced world of start-up accounting. This position reports to the Head of Escalon’s Tax Practice. A successful Tax Manager at Escalon has a high level of technical tax proficiency, a positive attitude, and a desire to grow as a professional; is self-motivated and responsible possessing strong communication, interpersonal, analytic, and time management skills; enjoys the creative aspects of our business and is driven to find the best possible outcome for our clients. Day-to-Day Responsibilities also include: - Oversee the timely and accurate preparation and filing of corporate and partnership income tax returns, including multi-state and international reporting. - Support the development and mentorship of junior tax staff. - Assist with implementing effective income tax planning strategies. - Collaborate with our internal Controllers and CFOs on various income tax engagements. - Liaise with internal accounting teams on various income tax questions and requests. - Assist with income tax estimates, projections, and other special tax projects. Qualifications - Bachelor's degree in accounting or related field, and/or equivalent work experience. - 7+ years in a busy, complex tax environment. - CPA, JD, or EA license required. - Proficient in tax software and Microsoft Office suite. Requirements - Master’s degree in Taxation preferred but not required. - Experience with tech start-up organizations is preferred but will train the right person. Benefits - We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well. - Medical, Dental and Vision options - Life and Disability - STD/LTD - 9 Paid holidays each year - Flexible PTO - 401K Retirement Plan - Incentive compensation

• Serve as Carry's tax authority—the person who can answer "can we do this?" and "should we?" • Identify tax strategies worth productizing and help prioritize our roadmap • Work closely with product and engineering to spec out tax logic and validate implementations • Stay current on tax law and translate changes into opportunities for our customers • Help with client-facing tax questions as needed