• Prepare and ensure timely filing of all direct and indirect tax returns across the WCA region • Own tax account reconciliations across multiple jurisdictions • Maintain a robust tax repository covering filings, payments, reconciliations, and supporting documentation • Produce periodic tax compliance reports and provide visibility on the overall compliance position across the region • Monitor legislative and regulatory tax changes and ensure the business remains compliant across all relevant markets • Conduct tax risk assessments and support development and maintenance of the Group tax risk register • Manage day-to-day engagement with revenue authorities across WCA jurisdictions • Handle routine tax authority queries and correspondence across both English and French-speaking markets • Support and manage tax audits, investigations, and disputes as they arise • Coordinate with external advisors and internal stakeholders to resolve tax matters efficiently and proactively • Compute and manage intercompany and transfer pricing billings across the WCA region • Support implementation of transfer pricing policies and documentation requirements • Work closely with the Senior Tax Manager (Strategy) and Head of Tax on broader strategic tax initiatives • Support tax aspects of new market entry, operational structuring, and cross-border business activities • Contribute to initiatives focused on improving tax efficiency and optimising the Group’s operating model • Partner closely with finance, legal, sales, and operations teams on tax-related matters • Support commercial and operational teams in understanding tax implications of business activities • Coordinate with external tax advisors across multiple jurisdictions • Help strengthen tax governance, controls, and internal processes across the Group

• Manage external loan staff resources in the preparation, review and filing of state tax returns • Ensure timely and accurate information is provided in response to all governmental notices and audits • Review components of various quarterly and annual financial statement tax calculations • Analyze and communicate variance analysis to management • Use essential software tools (OneSource, Hyperion, SAP, etc.) • Work closely with external and internal auditors and financial accounting department • Prepare quarterly and annual workpapers and analyze tax accounting

Manger of Direct Tax United States Full time R5215 Say hello to Hagerty Hagerty is a company built by drivers for drivers. We put our members at the center of everything we do and are dedicated to making it easier and more enjoyable for enthusiasts to drive and celebrate the machines they love. We’re proud to be the world’s largest insurer of collectible and enthusiast vehicles and are home to the Hagerty Drivers Club, the world’s largest car club. Our Marketplace business presents live and digital sales across the U.S. and Europe, we host a number of driving events and concours, and our award-winning automotive journalists produce the most popular car magazine globally, alongside internationally awarded videos. We’re committed to Never Stop Driving. Ready to get in the driver’s seat? Join us! As Manager – Direct Tax, you’ll lead the preparation and review of the company’s U.S. income tax provision under ASC 740 and oversee federal and state tax compliance, ensuring accurate and timely reporting. You’ll manage key areas such as deferred taxes, valuation allowance analysis, and effective tax rate forecasting, while supporting financial statement disclosures and audit requirements. In this role, you’ll also evaluate the tax impact of business initiatives, partner cross-functionally with finance and legal teams, and drive process improvements and strong internal controls across the tax function. The position requires deep technical expertise, strong judgment, and the ability to operate effectively in a complex multinational environment, including partnership structures and public company reporting requirements. The role requires someone dedicated to the continuous improvement of existing processes, technology solutions and documentation. The ideal candidate will be a team player with a highly analytical mindset, strong work ethic, extreme attention to detail with a desire to provide quality service to internal and external stakeholders and help build a best in class tax function. What you’ll do Tax Provision & Reporting (ASC 740) - Prepare and review quarterly and annual income tax provisions under ASC 740, including: - Current and deferred tax calculations - Valuation allowance analysis and documentation - Effective tax rate (ETR) analysis and forecasting - Return-to-provision and true-up analyses - Prepare tax-related financial statement disclosures for Forms 10-Q and 10-K - Support audit process with external auditors and respond to technical inquiries U.S. Tax Compliance - Manage preparation and review of U.S. federal and state income tax returns, including: - Coordination with external advisors - Review of workpapers and supporting documentation - Monitoring filing deadlines and extensions - Oversee estimated tax payments and cash tax forecasting - Ensure compliance with evolving federal and state tax laws Tax Accounting & Technical Analysis - Analyze and document tax positions, including uncertain tax positions (UTPs) - Evaluate impact of new tax legislation and accounting standards on the company - Support accounting for stock-based compensation, fixed assets, and other key tax areas - Assist with deferred tax inventory, including temporary differences and tax attributes Planning & Business Support - Partner with finance, accounting, and business teams on tax implications of transactions - Support tax planning initiatives to optimize the company’s tax position - Assist with modeling impacts of strategic initiatives (e.g., acquisitions, restructurings) - Provide guidance on tax-sensitive business decisions Process Improvement & Controls - Enhance tax provision and compliance processes, including automation and documentation - Maintain and improve internal controls over income taxes - Support SOX compliance and documentation efforts - Assist with implementation or optimization of tax technology solutions Qualifications - Bachelor’s degree in Tax, Accounting, Finance, or related field; CPA and/or Master’s in Tax preferred - 6-8+ years of experience in public accounting and/or multinational corporate tax department - Strong knowledge of ASC 740 and U.S. corporate income tax rules - Experience with U.S. federal and multi-state tax compliance - Experience working with external auditors and managing advisor relationships - Strong analytical, communication, and project management skills This might describe you - Experience in a publicly traded company environment - Familiarity with partnership taxation and complex legal structures (e.g., Up-C structures, outside basis considerations) - Experience with tax provision and compliance software (e.g., OneSource, Corptax, or similar) - Strong analytical and problem-solving skills - High attention to detail and ability to manage multiple priorities - Effective communication skills, including ability to explain technical concepts - Collaborative mindset with ability to work cross-functionally - Proactive and solutions-oriented approach Over and above - CPA preferred but not required - Experience with Workday Accounting is an asset - Audit defense experience Other things to note - This position is open to U.S. remote work. However, team members who reside within 20 miles of the Traverse City headquarters will follow a hybrid schedule, working from the office three days per week. - Familiarity with public company requirements, including Sarbanes Oxley and key regulations, if applicable. For SOX compliant roles, responsible for designing, executing, and documenting internal controls where they have been identified as owners to prevent errors in financial reporting, processes, and business operations. Including attestation to the completeness, accuracy, and compliance of all financial reporting data, where applicable. #LI-Remote

Role Description Focus Partners Wealth is seeking a Senior Tax Associate to assist the firm’s Tax Manager in providing a broad range of tax planning and compliance support to FWP's clients and to the business management division of the company. - 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. Qualifications - A Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience. - A demonstrated focus on preparing individual, fiduciary, partnership and S-corp tax returns with a primary focus on high-net-worth individuals and families. - Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills. - Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology. - Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills. - Ability to work individually and in a team atmosphere. - The willingness and ability to work additional hours, as needed, during busy season. Requirements - CPA, CPA candidate or EA granting the ability to represent clients before the IRS. - Experience preparing multi-state returns. - Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner. Benefits The annualized base pay range for this role is expected to be $90,000-$105,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.