• Lead U.S. income and indirect tax compliance including third party management, data gathering, documentation, filings, and reviews across EQ and its affiliates. • Support the Tax Director on all U.S. tax matters and technical analyses. • Coordinate with finance, payroll, IT, and other departments to obtain and validate data required for federal and state income tax filings, monthly indirect tax obligations and all collateral filing responsibilities. • Partner with the Center of Excellence (CoE) in India to oversee monthly transactional tax reporting, indirect tax reconciliations, and internal control compliance. • Manage responses to tax notices, audits, and inquiries, ensuring timely and accurate communication with tax authorities. • Maintain and review tax workpapers, including support for Form 1120 and related state returns, modification calculations, and attribute roll forward schedules. • Ensure adherence to the tax calendar, including all filings and required payments. • Drive process improvements in tax data collection, reporting efficiency, workflow automation, and tax technology utilization. • Co‑lead special projects including planning initiatives, M&A support, implementation of tax technology, and compliance optimization.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Senior Tax Manager will oversee multiple client engagements and lead tax compliance, planning, and advisory services. This position is responsible for technical review, client management, staff development, and engagement profitability. - Lead and manage tax engagements for individuals, corporations, partnerships, trusts, and estates - Review complex federal, state, and local tax returns and filings - Develop and implement effective tax planning strategies - Serve as primary advisor for assigned client relationships - Research technical tax matters and prepare supporting documentation - Resolve complex tax issues and provide guidance to clients - Supervise, mentor, and develop tax staff and managers - Support firm growth through business development and client expansion - Manage engagement staffing, scheduling, budgets, and billing - Monitor regulatory and legislative changes impacting clients - Ensure timely and accurate delivery of services Qualifications - Bachelors degree in Accounting or related field (required) - Masters in Taxation or related graduate degree preferred - 7–10 years of progressive public accounting tax experience - Proven experience managing complex engagements and client portfolios - Demonstrated success leading and developing staff - Active CPA required - JD, LLM, or MST a plus - Strong technical knowledge of federal and state taxation - Multi-state experience preferred - Experience with tax research and compliance software - Excellent written and verbal communication skills - Strong leadership and organizational abilities - Proficiency with Microsoft Office and Adobe Acrobat - Ability to manage deadlines in high-volume environments

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Senior Manager of Tax Strategy (internally known as Director of Tax Strategy) holds a high level of responsibility for the smooth functioning, strategic direction, and risk management of our Onboarding and Audit & VDA teams. This is a leadership role for someone who loves guiding teams through complex work, not by having every answer, but by asking the right questions. You’ll help our managers and specialists think strategically, minimize risk, and show up as trusted advisors to our clients (and each other). You’ll bring structure when things are messy, perspective when things are stressful, and calm when things get weird. You’ll spend your time developing strong managers, strengthening operational systems, supporting high-stakes tax strategy decisions, and ensuring our teams have what they need to deliver a consistent, high-quality experience, even as we continue to scale. As a member of TaxValet’s management team, this role offers a unique opportunity to shape how we deliver our services at a high level, reduce client stress, and build a world-class team in a company that cares deeply about people, purpose, and doing excellent work. Qualifications - Strong sales tax foundation, especially around nexus, taxability, and multi-state compliance strategy. - Demonstrated ability to research and interpret state statutes and translate complexity into clear, actionable guidance for teams and clients. - Proven experience leading teams through complex, high-stakes work where accuracy, timeliness, and risk management matter. - Strong operational instincts: ability to improve systems, create scalable workflows, and raise quality without burning people out. - Comfortable partnering cross-functionally to adopt improvements that increase efficiency and accuracy. - Able to use data and spreadsheets to plan capacity, forecast needs, and guide prioritization. - Drawn to leadership and coaching, genuinely caring about helping people grow and thrive. - Calm under pressure and can lead through high-stress situations without spreading chaos. - Strong communicator and can coach others in client and internal communication daily. - Resourceful, strategic, and comfortable navigating ambiguity. - Align with and actively live out core values: Feel It, Shape It, Own It, Crush It, Question It. Requirements - Define and drive the strategic goals of the Onboarding and Audit & VDA teams in alignment with TaxValet’s long-term direction. - Develop and coach leaders across Onboarding and Audit & VDA, ensuring they have the support, tools, and training needed to lead confidently. - Provide strategic tax leadership by helping teams identify risk areas, ask smart questions, and make strong decisions in complex situations. - Support teams in identifying operational issues, pain points, and bottlenecks, and designing practical solutions. - Partner across operational teams, Tech & Innovation, and Sales & Marketing to improve handoffs and strengthen communication. Benefits - Target annual compensation - $87,980 - $100,000 commensurate to experience. - 43 days off per year, including 22 holidays and 21 days of PTO. - 3 additional days off per year to volunteer with a non-profit organization of your choice. - Company pays 100% of health, short-term disability, and long-term disability insurance, and 99% of dental and vision insurance. - 401(k) Plan with generous company matching. - 100% Remote work with core working hours of 11 AM - 4 PM EST. - Participation in the company profit sharing program after your hire date. - Ongoing training, learning, and development opportunities. - Support for growth opportunities and promoting from within. - A diverse team where everyone’s voice matters.

• Define and drive the strategic goals of the Onboarding and Audit & VDA teams in alignment with TaxValet’s long-term direction. • Develop and coach leaders across Onboarding and Audit & VDA, ensuring they have the support, tools, and training needed to lead confidently. • Provide strategic tax leadership by helping teams identify risk areas, ask smart questions, and make strong decisions in complex or high-stakes situations. • Support teams in identifying operational issues, pain points, and bottlenecks, and designing practical solutions. • Partner across operational teams, Tech & Innovation, and Sales & Marketing to improve handoffs, strengthen communication, and support consistent tax strategy positioning throughout the client lifecycle.