Role Description The Bowen Group, a values-led, industry leader in telehealth, strategic communications, and wellness services and staffing, has an outstanding opportunity for a Tax Consultant to join our team supporting the military community. You will provide tax consultations via virtual meetings with military members and/or their families to assist with their tax filing questions and completing their tax returns. You are not responsible for preparing tax documentation for program participants. Qualifications - A baccalaureate degree from an accredited university or other accredited institution of higher learning - Minimum of two (2) years of experience providing tax preparation services - At least one active certification from the following list: - Enrolled Agent - Certified Public Accountant (CPA) - Strong understanding of Military community and military unique needs and challenges - Strong understanding of military-specific tax issues - Demonstrated knowledge of federal and state individual income tax concepts - Strong analytical, organizational, and documentation skills - Excellent communication and customer service skills - US citizenship - Ability to support occasional surge workload tied to major events or campaigns - Ability to work in fully remote settings - Ability to sustain prolonged periods of sitting and working on a computer - Ability to obtain and maintain a Public Trust Tier II clearance Requirements - Prior experience supporting military populations, veterans, or military family programs preferred - Prior Military OneSource, financial counseling, or employee assistance program experience preferred - Prior experience in tax research, tax advisory services, or financial education strongly preferred Key Responsibilities - Conduct virtual tax consulting sessions through secure telephonic and audio/video communication platforms - Provide information and education to assist participants in making informed decisions about their tax situation and filing their tax paperwork - Analyze complex tax situations and interpret applicable regulations and guidance to provide individualized consultation and recommendations to program participants - Advise program participants on tax implications related to their military service, deployments, relocations, retirement, separation, multi-state residency, and other military lifestyle considerations - Exercise independent professional judgment in assessing participant tax situations and determining appropriate guidance and referral options - Independently manage participant caseloads, consulting sessions preparation, documentation, and follow-up activities in accordance with program standards and ethical tax consulting practices - Explain complex tax concepts clearly and professionally to diverse audiences with varying levels of financial and tax literacy - Handle sensitive and confidential participant information in accordance with applicable privacy and security requirements - Work independently with limited day-to-day supervision while collaborating effectively within a distributed professional services team - Deliver services during established program operating hours, including evenings and weekends to support participants located Outside the Continental United States (OCONUS) - Maintain accurate and timely documentation consistent with program and compliance requirements - Other duties as assigned Benefits - Health, dental, vision insurance - Generous paid vacation and holiday leave - Flexible Spending Account (medical and dependent) - 401(k) with employer match - Life insurance - Short-term and long-term disability - Tuition assistance and professional development opportunities

Role Description The Consultant, Tax Compliance Services (“Consultant”) performs the duties of the client’s sales tax department, which includes preparation of the monthly state and local sales and use tax returns. The Consultant will interact with all levels of the team (Senior Consultant, Team Leader, Director, and Principal) and will correspond with the clients through e-mail and telephone on a daily basis throughout compliance season. Position is available for remote work Duties and Responsibilities - Create a positive team member experience. - Prepares and updates agendas for client and team status calls. - Corresponds with clients regarding the status of projects. - Prepares sales and use tax returns using compliance software. - Processes Internet filings of tax returns. - Reconciles sales and use tax payable accounts. - Manipulates tax data in Microsoft® Excel and/or Access. - Maintains control documents in Microsoft® Word, Excel, and/or Access. - Prepares journal entries. - Reconciles bank statements. - Prepares checks. - Resolves notices and assessments from taxing authorities. - Assists with filing and maintaining business licenses. - Prepares compliance process documentation for new clients. - Identifies and implements process improvements. - Transitions new clients to the Firm’s technology solutions. - Performs other duties as assigned. Qualifications - Bachelor’s degree in Accounting, Accounting Information Systems, Finance, or Business Administration. - Must have 6 hours of Accounting with a 3.0 GPA or higher, and a Major GPA of 3.25 or higher. - Zero to two years related experience. Requirements - Advanced skills in Microsoft® Word and Internet navigation and research. - Intermediate skills in Excel. - Beginner level skills in Microsoft® Outlook, PowerPoint, and Access. - Valid driver’s license required. - A valid Passport is preferred. Benefits - Hybrid and Remote Work Options - Award-Winning Culture - Generous Personal Time Off (PTO) Benefits - Up to 20 Weeks of Parental Leave Top-up (Adoption Included) - Monthly Gym Membership OR Gym Equipment Reimbursement - Health and Dental Benefit Eligibility Effective Day One - RRSP with Employer Match - Tuition Reimbursement After One Year of Service Work Environment - Standard indoor working environment. - Occasional long periods of sitting while working at computer. - Regular interaction with employees at all levels of the Firm in person and via e-mail and telephone. - Regular interaction with clients and interface with external vendors in person and via e-mail and telephone.

Role Description The Consultant, Tax Compliance Services (“Consultant”) performs the duties of the client’s sales tax department, which includes preparation of the monthly state and local sales and use tax returns. The Consultant will interact with all levels of the team (Senior Consultant, Team Leader, Director, and Principal) and will correspond with the clients through e-mail and telephone on a daily basis throughout compliance season. Position is available for remote work - Create a positive team member experience. - Prepares and updates agendas for client and team status calls. - Corresponds with clients regarding the status of projects. - Prepares sales and use tax returns using compliance software. - Processes Internet filings of tax returns. - Reconciles sales and use tax payable accounts. - Manipulates tax data in Microsoft® Excel and/or Access. - Maintains control documents in Microsoft® Word, Excel, and/or Access. - Prepares journal entries. - Reconciles bank statements. - Prepares checks. - Resolves notices and assessments from taxing authorities. - Assists with filing and maintaining business licenses. - Prepares compliance process documentation for new clients. - Identifies and implements process improvements. - Transitions new clients to the Firm’s technology solutions. - Performs other duties as assigned. Qualifications - Bachelor’s degree in Accounting, Accounting Information Systems, Finance, or Business Administration. - Must have 6 hours of Accounting with a 3.0 GPA or higher, and a Major GPA of 3.25 or higher. - Zero to two years related experience. Requirements - Advanced skills in Microsoft® Word and Internet navigation and research. - Intermediate skills in Excel. - Beginner level skills in Microsoft® Outlook, PowerPoint, and Access. - Valid driver’s license required. - A valid Passport is preferred. Benefits - Hybrid and Remote Work Options - Award-Winning Culture - Generous Personal Time Off (PTO) Benefits - Up to 20 Weeks of Parental Leave Top-up (Adoption Included) - Monthly Gym Membership OR Gym Equipment Reimbursement - Health and Dental Benefit Eligibility Effective Day One - RRSP with Employer Match - Tuition Reimbursement After One Year of Service Work Environment - Standard indoor working environment. - Occasional long periods of sitting while working at computer. - Regular interaction with employees at all levels of the Firm in person and via e-mail and telephone. - Regular interaction with clients and interface with external vendors in person and via e-mail and telephone.

• Guide a functional team and collaborate with cross-functional teams • Apply deep OSV service and system knowledge to enhance service consulting and delivery • Proactively identify risks, resolve issues, and mentor junior team members • Administer yearly goal setting/performance review criteria & conduct discussions with the team • Lead efforts to improve processes and efficiencies for the team and related areas