Job Title: Tax Specialist Position Type: Full-Time, Remote Working Hours: U.S. client business hours (with flexibility for seasonal tax deadlines and filings) About the Role: Our client is seeking a Tax Specialist to prepare and review tax filings, ensure compliance with federal, state, and local regulations, and support clients with tax planning initiatives. This role requires technical expertise in tax law, attention to detail, and the ability to communicate complex regulations clearly. The Tax Specialist ensures tax returns are filed accurately and on time, while also identifying opportunities to improve efficiency or reduce liabilities. Responsibilities: Tax Preparation & Filing: - Prepare and review individual, corporate, and partnership tax returns (Forms 1040, 1120, 1065). - File quarterly estimated payments and extensions. - Ensure all returns are filed on time and in compliance with IRS and state regulations. Compliance Monitoring: - Track changing tax laws, regulations, and IRS guidance. - Ensure compliance with multi-state, federal, and local requirements. - Assist with sales tax, payroll tax, and property tax filings where applicable. Advisory & Planning: - Provide guidance on tax-efficient strategies and credits/deductions. - Advise on structuring transactions to minimize liability. - Assist with international tax issues (if applicable, e.g., transfer pricing, FBAR/FATCA). Audit Support: - Prepare documentation for IRS/state audits. - Respond to tax notices and inquiries. - Maintain organized, audit-ready records. Collaboration: - Work closely with finance and accounting teams during month-end and year-end close. - Partner with external CPAs, auditors, or advisors as needed. Documentation & Process: - Maintain updated SOPs for tax compliance processes. - Document tax positions and assumptions used in filings. What Makes You a Perfect Fit: - Deep knowledge of U.S. tax codes and filing requirements. - Strong analytical and problem-solving skills. - Organized and detail-oriented, especially under deadline pressure. - Clear communicator who can translate tax law into business implications. Required Experience & Skills (Minimum): - 3+ years of experience in tax preparation and compliance. - Proficiency with tax software (UltraTax, ProSeries, Drake, Lacerte, or equivalent). - Familiarity with IRS e-filing systems and state portals. - Strong Excel/Google Sheets skills for reconciliations and reporting. Ideal Experience & Skills: - CPA, EA (Enrolled Agent), or Master’s in Taxation. - Multi-state and international tax exposure. - Industry background in professional services, SaaS, or real estate. - Familiarity with tax planning for high-net-worth individuals or closely held businesses. What Does a Typical Day Look Like? A Tax Specialist’s day revolves around preparing filings, monitoring compliance, and advising on tax strategy. You will: - Review deadlines and ensure all client filings are on track. - Prepare or review returns for individuals and businesses. - Analyze financial records for deductions, credits, and optimization opportunities. - Respond to IRS/state notices or client questions regarding tax obligations. - Document assumptions and maintain audit-ready records. - Collaborate with finance/accounting teams to align tax data with financial reporting. In essence: you ensure taxes are filed correctly, risks are minimized, and opportunities for savings are identified. Key Metrics for Success (KPIs): - 100% of tax filings completed accurately and on time. - Zero compliance penalties or missed deadlines. - Positive feedback from clients and auditors on accuracy and clarity. - Documented and accessible tax records for all filings. - Identification and realization of tax savings opportunities. Interview Process: - Initial Phone Screen - Video Interview with Pavago Recruiter - Practical Task (e.g., prepare a sample tax return scenario or reconcile tax schedules) - Client Interview with Finance/Tax Leadership - Offer & Background Verification

Job Title: Tax Specialist Position Type: Full-Time, Remote Working Hours: U.S. client business hours (with flexibility for seasonal tax deadlines and filings) About the Role: Our client is seeking a Tax Specialist to prepare and review tax filings, ensure compliance with federal, state, and local regulations, and support clients with tax planning initiatives. This role requires technical expertise in tax law, attention to detail, and the ability to communicate complex regulations clearly. The Tax Specialist ensures tax returns are filed accurately and on time, while also identifying opportunities to improve efficiency or reduce liabilities. Responsibilities: Tax Preparation & Filing: - Prepare and review individual, corporate, and partnership tax returns (Forms 1040, 1120, 1065). - File quarterly estimated payments and extensions. - Ensure all returns are filed on time and in compliance with IRS and state regulations. Compliance Monitoring: - Track changing tax laws, regulations, and IRS guidance. - Ensure compliance with multi-state, federal, and local requirements. - Assist with sales tax, payroll tax, and property tax filings where applicable. Advisory & Planning: - Provide guidance on tax-efficient strategies and credits/deductions. - Advise on structuring transactions to minimize liability. - Assist with international tax issues (if applicable, e.g., transfer pricing, FBAR/FATCA). Audit Support: - Prepare documentation for IRS/state audits. - Respond to tax notices and inquiries. - Maintain organized, audit-ready records. Collaboration: - Work closely with finance and accounting teams during month-end and year-end close. - Partner with external CPAs, auditors, or advisors as needed. Documentation & Process: - Maintain updated SOPs for tax compliance processes. - Document tax positions and assumptions used in filings. What Makes You a Perfect Fit: - Deep knowledge of U.S. tax codes and filing requirements. - Strong analytical and problem-solving skills. - Organized and detail-oriented, especially under deadline pressure. - Clear communicator who can translate tax law into business implications. Required Experience & Skills (Minimum): - 3+ years of experience in tax preparation and compliance. - Proficiency with tax software (UltraTax, ProSeries, Drake, Lacerte, or equivalent). - Familiarity with IRS e-filing systems and state portals. - Strong Excel/Google Sheets skills for reconciliations and reporting. Ideal Experience & Skills: - CPA, EA (Enrolled Agent), or Master’s in Taxation. - Multi-state and international tax exposure. - Industry background in professional services, SaaS, or real estate. - Familiarity with tax planning for high-net-worth individuals or closely held businesses. What Does a Typical Day Look Like? A Tax Specialist’s day revolves around preparing filings, monitoring compliance, and advising on tax strategy. You will: - Review deadlines and ensure all client filings are on track. - Prepare or review returns for individuals and businesses. - Analyze financial records for deductions, credits, and optimization opportunities. - Respond to IRS/state notices or client questions regarding tax obligations. - Document assumptions and maintain audit-ready records. - Collaborate with finance/accounting teams to align tax data with financial reporting. In essence: you ensure taxes are filed correctly, risks are minimized, and opportunities for savings are identified. Key Metrics for Success (KPIs): - 100% of tax filings completed accurately and on time. - Zero compliance penalties or missed deadlines. - Positive feedback from clients and auditors on accuracy and clarity. - Documented and accessible tax records for all filings. - Identification and realization of tax savings opportunities. Interview Process: - Initial Phone Screen - Video Interview with Pavago Recruiter - Practical Task (e.g., prepare a sample tax return scenario or reconcile tax schedules) - Client Interview with Finance/Tax Leadership - Offer & Background Verification

• Prepares source data for entry into compliance software • Prepares basic to advanced motor fuel tax and related fee returns and reconciles related tax general ledger accounts • Makes inquiries of taxing authorities related to assigned jurisdictions • Interacts with customers and suppliers related to inquiries on invoices, including obtaining and or providing tax documentation, as required • Prepares memoranda based on assigned tax research projects • Designated trainer for assigned motor fuel taxes and fee portfolio • Assists with preparation of data for motor fuel tax and fee audits by taxing jurisdictions • Develops standard operating procedures for assigned motor fuel taxes and fee portfolio • Understands and adheres to tax internal controls for motor fuel taxes and fees • Continuously looks for ways to improve processes and business practices • Performs other related duties as required and assigned.

What's the Short Version? The Supervisor, Credit demonstrates strong leadership, interpersonal, analytical, decision making and customer service skills and actively participates and communicates with the team-based work groups that make up the Credit department and SanMar. What Will You Be Doing? - Assist Team members with customer situations, discussing options, encouraging their participation and ownership in providing collaborative solutions to customers. - Provide timely feedback to staff, providing training and coaching to assist them with their growth and development. - Is available and approachable to staff, touches base weekly to provide direction and assistance to team members, supports their goals and is available for team member feedback. - Prepare and communicate regular performance evaluations including annual reviews with team members. - Maintain weekly awareness of team member’s metrics and performance standards, providing timely feedback as needed. - Provide aging reviews/feedback to staff, completing in a timely manner, within two weeks of receipt from the Q/A Team. - Manage risk by evaluating analysts decisions on applications to ensure they are following SanMar’s established guidelines. - Proactively review customer accounts and communicating with reps and analysts on a regular basis, providing feedback and suggestions. - Collaborate with customers to find a win-win solution recognizing opportunity for growth while recognizing signs of potential risk and taking steps to minimize loss to SanMar. - Perform other duties as assigned. - Comply with all policies and standards. What Are We Looking For? - Bachelor's Degree or equivalent experience - 4-6 years of experience in an Accounts Receivable department - Demonstrative of outstanding customer service skills and an understanding of SanMar’s commitment to customer service - High level of competency with PC and software applications - The ability to communicate effectively individually and leading a group - Must be able to work as part of a team, self-directed and with minimal supervision - Demonstrates strong negotiating and decision-making ability - Excellent verbal and written communication skills - Communicating with diplomacy and empathy and with the ability to diffuse stressful situations by demonstrating patience and understanding - Excellent time management skills - Demonstrates a positive and professional demeanor and approach What's Our Offer? Salary Range: You`ll earn between $32.56 - $43.27 (WA, NJ); $29.79 - $39.59 (MN, NV, TX, VA); $28.65 - $38.08 (AZ, ID, FL MT, OH) on an hourly basis, depending on experience. Bonus: You`ll be eligible for an annual discretionary bonus up to 10% of base salary. Paid Time Off: You`ll accrue paid time off on a weekly basis based on hours worked up to 112 hours per year to start. Employees also receive 8 paid holidays and 1 paid family day off. Additional Benefits: - Comprehensive medical, dental, and vision benefits - 401k plan and matches $1 for $1 up to 4% of earnings, matched & vested at every pay cycle - Life insurance - Short/long-term disability coverage - Paid maternity/paternity leave - Pet insurance What Should You Expect? Remote: While performing the duties of this job, the employee is regularly required to sit; reach with hands and arms and talk or hear. The employee is frequently required to use hands to finger, handle or feel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Ability to work on computer for multiple hours with frequent interruptions. SanMar's Eastpointe office is located near Seattle, WA and our standard working hours are 7:00-4:00 PST. Quarterly travel may be required.