• Lead product and service taxability mapping efforts, including mapping SKUs, item and service codes, spend categories, and product classes to tax engine categories. • Maintain and troubleshoot taxability drivers and mapping logic, including product class, usage class, purchase class, spend class, GL/account attributes, and flexible fields. • Serve as the subject matter expert for digital taxability, including SaaS, cloud‑based software, electronically delivered software and content, digital subscriptions, data services, and bundled offerings. • Interpret and apply U.S. multistate taxability rules for tangible personal property, digital goods, electronic services, bundled transactions, and multi‑location use. • Translate tax policy, statutes, and regulatory guidance into executable tax engine configurations. • Perform taxability research and analysis for complex or ambiguous items and document conclusions, assumptions, and supporting rationale. • Collaborate with Tax Advisory and Tax Technology teams to evaluate new or evolving products and maintain approved taxability positions. • Manage the taxability mapping lifecycle, including effective dating, version control, change management, and periodic reviews. • Execute quality assurance testing to identify unmapped or mis‑mapped items and resolve discrepancies within tax engines and downstream systems. • Develop and maintain mapping documentation, decision logs, SOPs, and audit‑support materials. • Partner cross functionally with IT, ERP, billing, eCommerce, procurement, and data teams to ensure accurate data alignment and system integration support. • Support implementation and post‑implementation activities, including issue resolution, reconciliation, and audit inquiries.

Title: Tax Manager, Federal Tax Credits & Incentives Location: United States Job Description: At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career! SAX Advisory Group LLC, a Top 100 global accounting firm, is looking for a full-time Tax Manager to support the continued growth of our Federal Tax Credits & Incentives practice. This is 100% remote based in the U.S. if not living near the NJ/NYC offices. Responsibilities: - Lead and oversee engagement teams, ensuring high-quality deliverables and timely completion of projects. - Conduct and oversee tax research to support R&D credit positions and compliance requirements. - Serve as a key point of contact for clients, providing guidance and maintaining strong client relationships. Qualifications: - Candidates must have at least 5 years of experience managing R&D Tax Credit engagements including identifying, gathering, documenting, and defending R&D tax credit claims in the Aerospace & Defense industry; the Life Science industry; the Food Science / Bio-Flavoring industry; the Robotics industry; the Software Development industry; and the Manufacturing industry. - A Bachelor’s degree in Accounting is required, with a Master’s degree in Taxation preferred; or a Law degree, with an LLM in Taxation preferred.  - Strong Tax research skills required to analyze statutory, administrative, and judicial interpretations affecting tax return filling positions. - Strong verbal and written communication skills with the ability to manage in-office and remote engagement teams. - Ability to successfully work both independently and as part of larger engagement team. - Comprehensive Benefits Package Includes: - Top Tier Health, Dental, & Vision Plans - Flexible Spending Account (FSA) and Health Savings Accounts (HSA) - Medical and Dependent Care - Life and Voluntary Life Insurance - Short and Long -Term Disability Insurance - 401k plan with matching contribution - Defined Contribution Plan (profit sharing) - Customized Work Arrangements - Floating Holidays and Volunteer PTO - Unlimited PTO for Managers and Above - Referral Bonus Program - Tuition Reimbursement for Advanced Degree - Healthy Living Reimbursement Program - Health & Wellness App Subscription - CPA & EA reimbursement for study materials and exam - AICPA and CPA State Society membership reimbursement for Managers and above - OnDemand access to industry leading CPE courses - Summer Fridays at 1pm New York Pay Range $120,000 - $150,000 USD

Role Description A typical day as a Wealth Transition Services Tax Manager might include the following: - Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation, and estate plan flow. - Interpreting and reviewing various legal documents in relation to estate and business succession planning. - Providing tax planning and consulting services to the firm’s high net worth and ultra-high net worth clients. - Conducting technical research on estate, gift, GST, tax planning, and compliance matters for internal clients. - Analyzing the tax situation of individuals and their estates/trusts from various angles to ensure maximum tax benefits are applied. - Assisting clients with varied levels of estate planning knowledge. - Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience. - Business development and billing responsibility. - Assisting in the preparation of marketing materials and presentation of internal and external webinar trainings. - Coaching and mentoring staff. - Working with the firm Wealth Transition Services team on various projects. Qualifications - Bachelor's degree in Accounting. - Active CPA license, Enrolled Agent license, or JD/LLM (taxation). - 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field. - Excellent verbal and written communication skills. - Ability to lead and coordinate large estate/gift/GST tax planning engagements across the firm. - Strong multi-tasking abilities and ability to meet deadlines. - Experience in developing business and networking. - Authorized to work in the United States now or in the future without visa sponsorship. Benefits - Generous paid time off. - Comprehensive medical, dental, and vision insurance. - 401(k) profit sharing. - Life and disability insurance. - Lifestyle spending account. - Certification incentives. - Education assistance. - Referral program.

Role Description The Tax Supervisor performs tax related duties at the professional level to ensure effective and efficient delivery of quality tax services relating to the day-to-day operations of the department. The Tax Supervisor works to develop leading abilities through supervisory assignments and tasks in assisting staff accountants. The Tax Supervisor is responsible for preparing and analyzing tax records and reports; processes local, state, and federal tax returns and prepares claims for tax refunds; assists in completing statistical and financial reports as requested; maintains tax records and prepares miscellaneous tax studies, reconciliations, journal entries, and records. The Tax Supervisor keeps managers informed of area activities and significant problems. What You’ll Do - Attains specialized knowledge in at least 1 area of individual or business taxation - Reviews and preparation of individual and business taxes (1040, 1041, 1120, 1120S, and 1065) - Uses research tools as appropriate to answer questions during tax planning assignments and return prep review - Identifies tax situations with potential planning opportunities and makes informed recommendations to the responsible person - Prepares supporting work papers as assigned - May assist in representing client during tax exams - Maintains work papers and contemporaneous records of client contacts - May participate in client meetings; contacts clients for additional information or clarification as needed - Supervises and mentors other tax accountants for their skill and expertise development Qualifications - General knowledge of payroll tax issues that may impact assigned clients - Detailed knowledge of property taxes, excise taxes applicable to assigned clients - Familiar with general bookkeeping packages (Peachtree and/or QuickBooks) - Proficient with Profx - Proficient with AuditVision/linking techniques - Demonstrates organizational skills, proven interpersonal skills; able to provide complex confidential administrative support with tact and diplomacy Requirements - Bachelor’s degree in accounting or finance - A minimum of three years work experience in public accounting - Experience with the supervision and mentoring of other accountants - Specialized knowledge in at least one area of estate, gift or trust taxation (preferred) Benefits - Competitive Compensation - Salary range: $83,000-$95,000 - Final offer based on location, experience, skills, licensure, and business need - Pay transparency is central to our commitment to equity and fairness - Comprehensive Benefits - Medical, Dental, Vision, Life, AD&D, and Disability Insurance - HSA and FSA options - 401(k) with employer match - Wellness & Time Off - Monthly wellness reimbursements (e.g., gym, health apps, training) - Flexible PTO, Paid Sick Time, and 10 paid holidays - Growth & Development - Access to REDW’s Spiirall learning platform - Support for credentialing and licensure exams - Personalized development resources and longevity awards - Remote Work Support - Annual $150 work-from-home gear allowance - Essential technology and tools provided - Inclusive, Award-Winning Culture - Recognized for excellence in Compensation, Remote Work, and Training - Committed to diversity, equity, and inclusion in all we do