• Interface with Clients: Proactive tax insights and white-glove experience • Prepare, review, and file tax returns for households (starting with those in $1M – $25M net worth) plus related business returns • Architect the Tax Brain: break down complex tax decisions into logic trees that engineers can code • Train AI: review AI advice, correct logic, write system instructions to prevent hallucinations • Solve Edge Cases: AMT crossover, wash sales, multi-state allocation, QSBS, pass-through optimization

• Manage the day-to-day servicing of a portfolio of tax customers. • Prepare and review individual & business tax returns accurately for timely filing. • Perform customer multi-state compliance requirements for income tax filings. • Perform financial analysis to identify tax saving opportunities for customers. • Ensure high-value work is being prioritized, while maintaining internal controls and adherence to company procedures. • Complete work that has been committed and assigned to within the planned work period. • Be a technical resource and problem solver for team members, providing regular guidance. • Offer innovative tax planning, consulting and compliance expertise to customers. • Guide startups through key early-stage decisions (i.e., entity structure, tax matters, paying owners, etc.). • Identify emerging areas of risk for customers as it relates to federal, multi-state, international tax, legal and compliance issues. • Engage with customer's business stakeholders, attorneys, financial advisors and investors. • Understand customers’ industries to provide tailored solutions. • Communicate regularly with customers, business stakeholders and financial institutions. • Collaborate with team members on problem-solving, building/enhancing processes and staying current with industry/legislative changes. • Utilize workflow management tools to prioritize and track all customer tax work to completion, ensuring visibility and transparency to the team. • Periodically lead or support team members and management on strategic initiatives and operational improvements. • Demonstrate your ability to use good judgment in balancing the needs of customers while delivering an appropriate level of service and effectively collaborating cross-functionally with fellow team members. • Effectively and clearly communicate with customers and team across various channels. • Demonstrate teamwork, by speaking confidently on all meaningful, ongoing customer matters/initiatives and that they are being delivered on plan. • Continuously seek opportunities to improve operations and company processes. Asks questions, offers ideas and suggests solutions. • Exhibit our company’s brand, culture, and core values.

• Prepare and review federal and state tax filings for exempt organizations, including Forms 990, 990-T, 990-PF, and related schedules • Assist in identifying and resolving issues related to UBI, compensation reporting, governance disclosures, and public support calculations • Research and apply relevant IRS regulations and case law to client situations • Maintain up-to-date knowledge of tax issues and industry trends impacting exempt organizations • Work on multiple engagements concurrently while meeting internal and external deadlines • Coordinate effectively with internal teams and client contacts to gather data and ensure smooth delivery • Monitor project timelines, budget adherence, and documentation requirements • Support the development and coaching of interns and staff through on-the-job training and constructive feedback • Actively contribute to a team-oriented culture that values learning, collaboration, and innovation • Participate in internal learning programs and contribute to the development of team tools and best practices.

Symetra has an exciting new opportunity to join us as an Investment Tax Specialist! About the role As the Investment Tax Specialist, you will play a key role on the Corporate Tax team, focusing on investment tax compliance, accounting, planning, and research while supporting critical tax and investment processes across the organization. What you will do - Perform investment tax liability and provision calculations and reporting - Manage federal income tax compliance for investments, including returns, K‑1s, accounting methods, and planning for new investments - Ensure effective tax controls and accurate, consistent investment tax analytics - Streamline and optimize investment tax data and reporting processes - Partner with Investment Accounting and cross‑functional teams to deliver high‑quality reporting - Identify and communicate investment tax planning opportunities to leadership - Conduct tax research and advise on domestic and international investment matters - Coordinate with external advisors and review alternative investment structures for tax considerations Why Work at Symetra Here’s what some of our employees have to say about why they work at Symetra: “I chose Symetra because I heard it was a pro-employee company—and it’s absolutely true. The work environment is supportive, the people are great, and the benefits are generous. Symetra truly cares about its employees. The relaxed atmosphere and opportunities to learn and grow—both within your role and beyond—make it a great place to build your career.” - Alicia L., Claims Examiner "Symetra cares about doing what's right for their customers and that we have a great culture." - Jackie B., Regional Account Manager What we offer you Benefits and Perks We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. - Flexible full-time or hybrid telecommuting arrangements - Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% - Paid time away including vacation and sick time, flex days and ten paid holidays - Give back to your community and double your impact through our company matching - Want more details? Check out our Symetra Benefits Overview Compensation Salary Range: $128,700 - $214,600 plus eligibility for the company annual bonus program. Who You Are: - You have a high school diploma (required), plus a BA/BS in a related field preferred. - 10–15 years of experience in investment tax, corporate tax, or a related area - Proven experience with investment tax liability, provision calculations, and reporting - Strong knowledge of federal income tax compliance for investments, including returns, K‑1s, and accounting methods - Ability to maintain effective tax controls and ensure accurate, consistent investment tax analytics - Experience optimizing investment tax data and reporting processes - Trusted partner to Investment Accounting and cross‑functional teams - Skilled in identifying and communicating investment tax planning opportunities to leadership - Experience conducting tax research on domestic and international investments and working with external advisors We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they’re buying, and we design products—and operate our company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit https://symetra.eightfold.ai/careers/ Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra’s Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees’ internet connection: - Minimum Internet Speed: 100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband." - Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL. - Not Permissible: Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you’ll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra’s standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in: - Disqualification from the recruitment process - Withdrawal of a job offer - Termination of employment and other criminal and/or civil remedies, if fraud is discovered #LI-BW1 #REMOTE