• Build and lead the tax division from the ground up—establishing processes, workflows, and a scalable technology stack in collaboration with firm leadership and an experienced consulting partner who will support the build-out phase • Oversee preparation and review of complex individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timeliness across a multi-RIA client base • Deliver proactive, year-round tax advisory for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate and gift tax planning, equity compensation, liquidity events, and forward-looking projections • Collaborate closely with RIA advisors to align tax strategies with clients' investment, retirement, and estate plans—participating in client meetings and prospect discussions as a valued member of the advisory team • Help define the service and pricing model for the tax offering, which will directly inform the platform's go-to-market strategy and the candidate's own profit sharing upside • Communicate clearly and accessibly with clients and advisors on complex tax topics, building trust across diverse relationships

Role Description This is a fully remote position. The primary responsibility of this role is to manage the re-qualification of existing residents to ensure continued occupancy. The individual will also assist in qualifying prospective residents. Responsibilities will vary day to day and may include: - Conducting interviews - Processing documentation - Coordinating with various vendors and agencies If you are looking to make a meaningful impact in your next role, Avanath is the place to start. The incumbent in this role must possess a high degree of professionalism and positive engagement for our residents and the workforce. - An Aptitude for Connecting: Must possess a strong sense for creating a sense of community and the drive to go the extra mile to create a positive experience for all residents and staff. - An Authentic Attitude: Consistently demonstrate an open and professional attitude and approach when assessing and resolving resident and staff concerns. - An Approach that is Positive and Professional: Consistently demonstrate an approach of active listening and understand that your participation and support are integral to the success of Avanath. Qualifications - Familiarity with local housing agencies and rental subsidy programs. - Ability to read and interpret complex documents such as regulatory agreements and compliance regulations, tenant files, etc. - 2 years of Affordable Multi-Housing experience. - Certified Occupancy Specialist or similar certifications are required. - 2 years’ experience in affordable housing. - 2 years’ experience in property management. - Demonstrates a sense of urgency and the ability to meet deadlines. - Extensive computer knowledge, Windows (Word, Excel, PowerPoint, Access), internet, and e-mail. - Working knowledge of Yardi Voyager Property Management software. - Excellent written and verbal communication skills. - Attention to detail and ability to multitask. - Travel within the region and to the business offices and events via airline, train, and automobile. Requirements - Perform file audits and identify errors and/or missing documentation. - Conduct site visits to review resident files and implement standardization of pending and recertification files. - Keep a log of files audited and files to be audited. - Follow up with community managers on file audits, ensuring corrections have been completed. - Prepare for and attend affordable and LIHTC audits performed by state and regulatory agencies. - Review applications and determine eligibility for the affordable housing program for the specific communities within our portfolio. - Field incoming inquiries from site staff with questions directly related to income and asset eligibility, rents, and property-specific compliance requirements. - Assist with the implementation of new rent and income limits and with utility allowance calculations. - Assist with HUD annual rent increases, contract renewals, and utility allowance changes. - Assist with tracking monthly HAP requests and the payment process, including correction requests. - Other duties as required. Benefits - Culture Built on Purpose and Core Values - A Commitment to Integrity, A Spirit of Caring, and A Focus on Continuous Improvement. - Comprehensive Benefits – health, dental & vision, 401(k), personal time off, paid holidays and more! - Growth that is based on achievement and an emphasis on promoting from within our ranks versus just external candidates. - Development – a commitment to creating opportunities to learn and expand your knowledge in the industry, from online training platforms to training classes to one-on-one coaching.

• Assist with advisory projects on personal income tax and social security questions for all active countries • Determine and assess best equity options and payments • Moving forward work with the payroll department at determining the fund flow that will allow the tax efficiency regarding the salary packages and benefits in the different countries • Assess on local tax exposures in the different countries upon the ongoing (personal income tax and social security perspective) • Help the team with any tax question arising from clients • Build documentation resources to address recurring and potential customer questions around tax

• Oversee the preparation and review of federal and state tax returns, particularly business returns for partnerships (Form 1120S). • Ensure compliance with U.S. tax regulations and filing requirements. • Provide strategic tax planning and advisory services to clients. • Manage and mentor a team of tax professionals, providing guidance and support. • Collaborate with clients to understand their business operations and develop tailored tax solutions. • Conduct tax research and stay updated on changes in tax laws and regulations. • Develop and maintain strong client relationships, ensuring high levels of client satisfaction. • Assist with the resolution of tax audits and inquiries. • Prepare financial statements and reports related to tax engagements. • Contribute to the continuous improvement of tax processes and procedures.