• Maintaining strong client relationships • Leading and mentoring the tax team • Preparing personal and corporate tax documents • Developing key performance indicators • Responding to client tax notices • Researching federal and state tax issues

• Manage and resolve tax audits, appeals, and disputes with federal, state, and international tax authorities.  • Develop and implement effective strategies for tax controversy resolution including audits, notice responses, debt resolution, and penalty abatement requests.  • Review and edit written correspondence with the IRS and state taxing jurisdictions. • Serve as a primary point of contact for clients during tax controversy matters.  • Build and maintain strong client relationships, ensuring clear communication and understanding of issues.  • Lead and mentor a team of tax professionals, providing guidance on complex tax issues and fostering a collaborative work environment.  • Oversee the performance of team members and provide constructive feedback for professional development.  • Conduct thorough research and analysis of tax laws, regulations, and case law to support positions taken in controversies.  • Prepare technical memoranda and reports detailing findings and recommendations.  • Ensure compliance with tax regulations and reporting requirements.  • Review and finalize responses to information requests from tax authorities.  • Identify and assess potential tax risks and develop strategies to mitigate those risks.  • Stay updated on industry trends and changes in tax legislation that may impact the organization and clients.

• 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.