• Ensure the accurate and timely completion of all sales/use tax returns and filings; manage third-party preparation of these returns. • Serve as the primary point of contact with sales/use tax authorities; coordinate and resolve all state sales/use tax audits. • Maintain the exemption certificate process and ensure compliance with all relevant regulations. • Reconcile all sales/use tax accounts and manage compliance for 1099/1042 requirements, unclaimed property filings, and personal property tax. • Monitor state tax nexus and assist with other filings such as business licenses, state registrations, gross receipts filing, franchise taxes, and annual reports. • Co-ordination with our external service provider on matters related to corporate income tax.

• Lead the end-to-end preparation and review cycle for business tax returns (forms 5472, 1065, 1120), ensuring accuracy, compliance, and adherence to quality standards. • Serve as the primary escalation point for complex tax cases, making sound technical judgments and guiding the team through resolution. • Coach and mentor team members on technical tax issues, helping them build expertise and confidence in handling challenging scenarios independently. • Develop, maintain, and enforce SOPs and workflows; proactively identify opportunities to update processes and improve efficiency. • Conduct regular QA reviews of prepared returns and client communications, ensuring professionalism, accuracy, and compliance at every stage. • Support the Tax Manager in workload distribution and capacity planning to ensure SLA adherence across the team. • Monitor and report on key team metrics: SLA compliance, daily ticket volume, QA scores, return completion status, and performance trends. • Oversee client-facing tax inquiries, managing escalations with professionalism and ensuring inbox zero by end of each business day. • Monitor and track extension filings, coordinating with clients to ensure completeness and on-time submissions. • Partner with cross-functional teams (Customer Success, Data, Operations) to drive efficiency improvements and resolve systemic issues. • Identify and flag recurring client pain points or process gaps to the Tax Manager for investigation and resolution.

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof: - 2025 Great Places to Work Certified - Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation) - Company paid parental leave - Generous time off package - Multiple benefit plans, eligibility begins on day one of employment - Culturally focused on work/life balance, and the overall wellness of our employees Position Summary The Consultant will build product knowledge, consulting skills, and implementation proficiency through training and development. Provide expertise of tax processes and enabling technologies and commit to help clients solve problems and create business value. Essential Duties and Responsibilities - Contribute as a team member on client-facing tax related projects - Consult with clients to understand their business requirements and map them to tax solutions - Contribute as a team member using DMA’s structured project methodology - Manage project tasks and successful completion of project deliverables and activities - Perform Tax engine and ERP configuration to reflect client requirements; must be comfortable with at least one ERP - Provide Go Live and cutover activity support when needed - Contribute to project management by creating and maintaining comprehensive project documentation - Translate requirements and design into appropriate documentation format - Assist managing status meetings including calls and weekly minutes - Train tax users to effectively use applications - Develop working relationships with clients in order to complete assignments and communicate with clients when necessary - Connect, engage, and build the broader relationships with DMA’s clients and alliance partners Education and Qualifications - Bachelor’s degree in Engineering, Computer Science, Accounting, Mathematics, or related field required - 1-4 years of experienced in a related role - Technical knowledge and experience working with Java, SQL, and Windows - Working knowledge of at least one tax engine - Ability to think strategically, solve problems effectively, and persistently follow-through on assignments - Excellent communication (verbal, written, and presentation) and interpersonal skills (outgoing and personable) - Ability to understand and conceptualize accounting and tax processes and procedures - Experience with transaction tax systems a plus - Experience with Microsoft products, data analytics tools, and cloud-based business solutions - Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship. Physical Requirements - Ability to hear, understand, and distinguish speech and/or other sounds - Prolonged periods of sitting at a desk and working on a computer - Travel as required (approximately 30-40%) #LI-REMOTE #LI-AL1 The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at HRDepartment@dmainc.com or 800-309-2110 and choosing selection 6.

• Manage portfolio of clients from inception to review • Ensuring smooth processing of jobs from information collection through to submission • Organise workflow to ensure prompt completion of jobs • Manage team throughout the R&D process and ensure deadlines are met • Organise educational seminars with clients and present either in person or via Teams • Work with clients to improve their record keeping and approach • Interview clients with junior staff and ensure all R&D criterion are being met • Deal with any HMRC enquiries that may arise • Ensure Reports are complete and of a high standard before final review by Senior Tax Manager/Director • Assist in the training of junior staff • Business Development