Tax Growth Solutions Leader - Tampa, FL To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io Who: A seasoned consulting/advisory professional with deep experience in solution packaging, cross-functional collaboration, and market segmentation within professional services. What: Lead the packaging, integration, and development of tax and cross-functional solution sets that align with market segment needs and drive revenue growth. When: This role is open now for an immediate start. Where: Based in any U.S. office or fully remote within the contiguous United States. Why: To strengthen revenue generation by aligning tax and advisory services into cohesive client-centric solutions that enhance the client experience and optimize cross-functional collaboration. Office Environment: A flexible, collaborative, growth-oriented environment focused on innovation, professional development, and inclusion. Salary: Competitive salary range with total rewards based on experience, geography, and skills. Position Overview: The firm is seeking a Tax Growth Solutions Leader to design, package, and integrate tax and advisory offerings into market-aligned solutions, partnering closely with executive leadership to enable revenue growth, client centricity, and cross-functional collaboration. Key Responsibilities: Cross-Functional Stitching & Market Segmentation ● Design frameworks to bundle tax and advisory services into cohesive, market-relevant solutions. ● Partner with regional, strategic, and industry leaders to identify high-impact solution combinations aligned to client segmentation models. ● Build segmentation models that guide solution packaging by industry, size, and strategic needs. Solution Development ● Develop process models for packaged solution sets across tax offerings. ● Lead collaboration across service line and industry leaders to create integrated solution sets. ● Assess existing services to create solution attachment points across audit, tax, and advisory with industry alignment. ● Define and track KPIs for solution adoption, segment penetration, and cross-sell effectiveness. New Offerings ● Build and launch new tax and tax-plus-advisory offerings through an external-to-internal innovation approach. ● Create process flow models for offering vetting, resourcing, alignment, and approvals. ● Partner with growth operations and knowledge teams to analyze trends and monitor emerging opportunities. ● Integrate voice-of-customer feedback into new offering development. Communication & Education Strategy ● Develop internal enablement materials that explain solution bundles and segmentation strategies. ● Partner with marketing and L&D to deliver consistent messaging and training on packaged offerings. Qualifications: ● Bachelor’s degree in business administration or related field; Master’s or MBA preferred. ● Minimum 15 years in consulting or advisory services, including at least 10 years in solution packaging, cross-functional collaboration, and market segmentation. ● Proven success aligning service lines into revenue-generating, client-centric solution bundles. ● Exceptional analytical, problem-solving, decision-making, and strategic-thinking skills. ● Strong communication and presentation abilities across varied audiences. ● Demonstrated influence, leadership, and change-management capabilities. ● Self-starter with the ability to work independently and collaboratively. ● Adaptable and comfortable with ambiguity. ● Creative, innovative, and able to generate new ideas and solutions. If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Tax Growth Solutions Leader - Tampa, FL To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io Who: A seasoned consulting/advisory professional with deep experience in solution packaging, cross-functional collaboration, and market segmentation within professional services. What: Lead the packaging, integration, and development of tax and cross-functional solution sets that align with market segment needs and drive revenue growth. When: This role is open now for an immediate start. Where: Based in any U.S. office or fully remote within the contiguous United States. Why: To strengthen revenue generation by aligning tax and advisory services into cohesive client-centric solutions that enhance the client experience and optimize cross-functional collaboration. Office Environment: A flexible, collaborative, growth-oriented environment focused on innovation, professional development, and inclusion. Salary: Competitive salary range with total rewards based on experience, geography, and skills. Position Overview: The firm is seeking a Tax Growth Solutions Leader to design, package, and integrate tax and advisory offerings into market-aligned solutions, partnering closely with executive leadership to enable revenue growth, client centricity, and cross-functional collaboration. Key Responsibilities: Cross-Functional Stitching & Market Segmentation ● Design frameworks to bundle tax and advisory services into cohesive, market-relevant solutions. ● Partner with regional, strategic, and industry leaders to identify high-impact solution combinations aligned to client segmentation models. ● Build segmentation models that guide solution packaging by industry, size, and strategic needs. Solution Development ● Develop process models for packaged solution sets across tax offerings. ● Lead collaboration across service line and industry leaders to create integrated solution sets. ● Assess existing services to create solution attachment points across audit, tax, and advisory with industry alignment. ● Define and track KPIs for solution adoption, segment penetration, and cross-sell effectiveness. New Offerings ● Build and launch new tax and tax-plus-advisory offerings through an external-to-internal innovation approach. ● Create process flow models for offering vetting, resourcing, alignment, and approvals. ● Partner with growth operations and knowledge teams to analyze trends and monitor emerging opportunities. ● Integrate voice-of-customer feedback into new offering development. Communication & Education Strategy ● Develop internal enablement materials that explain solution bundles and segmentation strategies. ● Partner with marketing and L&D to deliver consistent messaging and training on packaged offerings. Qualifications: ● Bachelor’s degree in business administration or related field; Master’s or MBA preferred. ● Minimum 15 years in consulting or advisory services, including at least 10 years in solution packaging, cross-functional collaboration, and market segmentation. ● Proven success aligning service lines into revenue-generating, client-centric solution bundles. ● Exceptional analytical, problem-solving, decision-making, and strategic-thinking skills. ● Strong communication and presentation abilities across varied audiences. ● Demonstrated influence, leadership, and change-management capabilities. ● Self-starter with the ability to work independently and collaboratively. ● Adaptable and comfortable with ambiguity. ● Creative, innovative, and able to generate new ideas and solutions. If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Tax Senior - Remote Who: A well-established and growing CPA firm is seeking a talented Tax Senior. What: Prepare and review federal and state tax returns for a diverse client base. When: Immediate need due to ongoing growth and high client demand. Where: REMOTE Why: The firm is expanding and turning away new business due to staffing limitations. Office Environment: Family-oriented team with generous benefits and low turnover. Salary: $95,000- $110,000 Position Overview: As a Tax Senior, you will take ownership of tax engagements, provide technical guidance, and work closely with clients and junior staff. Key Responsibilities: ● Prepare and review complex individual and business tax returns ● Conduct tax planning and research ● Support and mentor junior staff ● Maintain high-quality client relationships Qualifications: ● CPA or CPA eligible ● 3+ years of tax experience in public accounting ● Strong technical and communication skills ● Must reside within commuting distance of one of the office locations

• 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.