• Prepare tax returns and deliver personalized video consultations to customers of our valued financial partners • Own the end-to-end client experience—supporting document collection, responding promptly to questions, and building trust in your expertise • Meet high standards for customer care, service quality, and operational efficiency • Solve complex filing situations using your professional judgement, tools and support of your manager and team members • Collaborate with peers and leadership to improve workflows, processes, and our overall service model as we scale • Be the voice of the customer—sharing insights, surfacing pain points, and identifying opportunities for improvement with product, engineering, and operations teams

• Tax planning and preparation for high-net-worth individuals and their related entities. • Performing first reviews on certain individual and fiduciary returns. • Ensuring compliance with all federal and state filing requirements on behalf of clients. • Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments. • Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff. • Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

• Senior Manager in Taxation responsible for overseeing tax strategies and compliance

• Prepare and review tax returns and reports, ensuring compliance with US federal, state, and local tax laws. • Analyze and calculate US sales tax, corporate income tax, payroll tax, property tax, excise tax, and other relevant tax areas. • Conduct research and stay updated on changes in US tax laws, advising the company on necessary adjustments. • Manage tax filings, payments, and reconciliation processes to ensure timely and accurate reporting. • Perform detailed tax data analysis using advanced Excel functions such as pivot tables, VLOOKUP, SumIF, and data modeling. • Assist in tax audits, providing necessary documentation and ensuring compliance with tax regulations. • Collaborate with cross-functional teams, including finance and legal, to support tax strategies and compliance. • Develop and maintain tax schedules and reports for internal and external stakeholders. • Support the implementation of new tax policies, procedures, and systems to enhance tax compliance and efficiency. • Provide input on tax-related matters during business transactions and decision-making processes.