• Prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates. • Must be able to work independently as well as within a team. • Tax Supervisor must be professional at all times and will have recurring direct client contact. • This position involves critical thinking and attention to detail. • The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines. • Increased complexity level of projects. Must demonstrate ability to take a messy trial balance and provide AJEs to correct it. • Prepare complete and accurate returns. Review others’ returns. • Prepare documentation to support tax return calculations. • Ability to mentor a team of Associates and Seniors. • Reviewing data input, identifying, and resolving technical issues. • Work closely with managers and partners and keep team informed on status. • Increased level of client communication while working on their tax return, and potentially throughout multiple years. • Understand federal, state, and local tax codes. • Show what you know! You have the knowledge—now apply it to real life situations. Thinking outside of the box is encouraged as well. • Share your ideas and opinions with your team. • Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks.

• Client Advisory & Engagement Management • Serve as a primary point of contact for assigned clients, managing day-to-day communications and acting as a trusted sales tax advisor. • Interpret and respond to client inquiries. • Proactively identify risks, issues, and opportunities; communicate recommendations clearly and professionally. • Lead onboarding for new clients, including review of sample data, expected outputs, and compliance timelines. • Advanced Data Review & Compliance Oversight • Perform and/or oversee detailed reviews of client sales data for completeness, accuracy, and conformity with jurisdictional requirements. • Review and validate state and local jurisdictional files produced by internal sales tax solutions, ensuring accuracy, completeness, and reconciliation to source data. • Perform high-level and detailed reconciliations of calculated tax, reported amounts, and payments. • Confirm filing accuracy prior to submission, including schedules, attachments, and required supporting documentation. • Technical Analysis & Problem Resolution • Investigate discrepancies, notices, and system exceptions, coordinate resolution with internal teams and clients. • Support audits and client inquiries by preparing documentation, explanations, and reconciliations. • Process Leadership, Controls & Governance • Ensure adherence to internal controls, review standards, data privacy, and documentation requirements. • Maintain and review audit-ready workpapers, checklists, and evidence of controls. • Lead updates to process documentation, runbooks, and standard operating procedures. • Identify control gaps, recurring issues, and automation opportunities, partner with technology teams on enhancements. • Team Leadership & Development • Support training efforts by sharing best practices, technical guidance, and process improvements. • Collaboration and continuous improvement • Prepare and review status reports, exception logs, and operational metrics for internal stakeholders and clients. • Drive continuous improvement initiatives to reduce errors, cycle time, and manual effort.

• Lead the quarterly and annual ASC 740 tax provision, including effective-tax-rate analysis, FIN 48 review, and financial-statement disclosures. • Oversee preparation, review, and timely filing of federal and state income- and franchise-tax returns in partnership with external advisors. • Manage multistate indirect-tax compliance—sales & use, gross-receipts, and other emerging digital-services taxes—including nexus studies, registrations, return filings, and audit defense. • Act as Omada’s primary contact for tax authorities and external auditors; prepare responses to information requests and negotiate favorable outcomes. • Advise Accounting, FP&A, Legal, Product, and People teams on tax implications of new products, entity structures, and workforce expansion. • Identify and implement cash-saving opportunities (credits, incentives, elections) and process improvements that increase accuracy and efficiency. • Design and document SOX-compliant tax controls. • Manage and hold external firms accountable for quality, timeliness, and cost-effectiveness. • Create and execute a three-year tax roadmap covering technology, policy, and staffing.

• Prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates. • Must be able to work independently as well as within a team. • Senior Tax Associate must be professional at all times and will have recurring direct client contact. • This position involves critical thinking and attention to detail. • The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines.