• Own and lead Dandy’s global tax strategy across indirect tax, corporate income tax, transfer pricing, and international tax planning. • Design and implement scalable tax structures to support rapid international expansion while optimizing the company’s global effective tax rate and minimizing tax risk. • Lead all aspects of indirect tax strategy and compliance, including VAT, GST, sales tax, digital services taxes, and related international consumption tax matters across multiple jurisdictions. • Partner closely with Product, Operations, Supply Chain, Legal, and Finance teams to assess the tax implications of new products, pricing models, operational flows, legal entities, and geographic expansion initiatives. • Develop and maintain transfer pricing policies, intercompany agreements, and supporting documentation to ensure compliance and operational efficiency across global operations. • Oversee global tax compliance processes, including corporate income tax filings, indirect tax filings, registrations, estimated payments, audits, and statutory reporting obligations. • Coordinate and manage external tax advisors, consultants, and service providers globally, ensuring high-quality execution, timely deliverables, and alignment with Dandy’s business objectives. • Act as the primary internal tax business partner and conduit between external advisors and internal stakeholders, ensuring tax considerations are embedded into operational and strategic decision-making. • Support the development of tax accounting processes, quarterly tax provision support, and documentation necessary to meet public-company readiness standards. • Partner with external auditors and support all tax-related audit requests, documentation, and technical accounting analyses. • Build scalable tax processes, controls, and documentation frameworks to support a high-growth environment and evolving regulatory requirements. • Monitor changes in global tax legislation, regulatory developments, and emerging international tax trends to proactively assess business impacts and opportunities. • Support executive leadership and future Audit Committee discussions with tax strategy presentations, risk assessments, and board-level reporting. • Assist with entity structuring, cross-border cash movement strategies, customs considerations, and other international operational tax matters as the company scales globally. • Operate comfortably both strategically and tactically — including hands-on execution of registrations, filings, reconciliations, and operational tax workflows when required.

• Prepare federal and applicable state returns for small business customers, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Review customer documents, bookkeeping records, year-end financials, prior-year returns, and supporting schedules before preparing the return. • Identify missing information, inconsistencies, unsupported balances, or bookkeeping issues before the return reaches review. • Identify bookkeeping issues that affect tax return accuracy, make straightforward supported adjustments when appropriate, and document or escalate anything that must be corrected before filing. • Communicate directly with customers when information is needed and conduct draft review calls explaining the return, balance due/refund, approval requirements, and next steps in plain language. • Prepare or support returns involving R&D credits / Form 6765 where applicable, and identify missing documentation or items requiring specialist/advisor review. • Provide concise status updates, respond promptly to internal and customer-facing messages, and proactively flag blockers or deadline risks. • Document workpapers, assumptions, adjustments, open questions, customer conversations, and next steps clearly. • Resolve routine tax preparation questions independently using tax knowledge, research, and internal resources; escalate only when genuinely advisory, legally sensitive, complex, or outside scope. • Correct prep-related errors or omissions promptly when returned by reviewer feedback.

• Review prepared federal and applicable state returns before customer delivery or filing, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Confirm returns align with year-end financials, bookkeeping records, workpapers, prior-year context, and customer-provided documents. • Identify material errors, inconsistencies, missing schedules, classification issues, unsupported positions, filing risks, and bookkeeping issues requiring correction before filing. • Validate adjusting entries or request corrections before customer delivery or filing. • Review returns involving R&D credits / Form 6765 where applicable, including reasonableness of inputs, documentation, and escalation needs. • Provide clear, actionable feedback to preparers and ensure corrections are completed before a return is sent to the customer or filed. • Conduct or support draft review calls when technical explanation is needed and explain review findings in plain language. • Confirm customer approval is informed and filing authorization matches the correct return and year. • Monitor returns in review, client approval, and filing stages so they do not stall; respond promptly to internal and customer-facing questions. • Document review findings, decisions, assumptions, unresolved risks, and follow-up items clearly. • Escalate advisory or complex technical issues to BenchTax Advisors only when necessary, and track repeat preparer issues to support quality improvement. • With Power of Attorney, communicate with IRS agents in writing and on calls on behalf of the customer. • Understand IRS notices and explain next steps to customers; offering first time abatement letters when appropriate. • Prepare and file amendments.

• Review prepared federal and applicable state returns before customer delivery or filing, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Confirm returns align with year-end financials, bookkeeping records, workpapers, prior-year context, and customer-provided documents. • Identify material errors, inconsistencies, missing schedules, classification issues, unsupported positions, filing risks, and bookkeeping issues requiring correction before filing. • Validate adjusting entries or request corrections before customer delivery or filing. • Review returns involving R&D credits / Form 6765 where applicable, including reasonableness of inputs, documentation, and escalation needs. • Provide clear, actionable feedback to preparers and ensure corrections are completed before a return is sent to the customer or filed. • Conduct or support draft review calls when technical explanation is needed and explain review findings in plain language. • Confirm customer approval is informed and filing authorization matches the correct return and year. • Monitor returns in review, client approval, and filing stages so they do not stall; respond promptly to internal and customer-facing questions. • Document review findings, decisions, assumptions, unresolved risks, and follow-up items clearly. • Escalate advisory or complex technical issues to BenchTax Advisors only when necessary, and track repeat preparer issues to support quality improvement. • With Power of Attorney, communicate with IRS agents in writing and on calls on behalf of the customer. • Understand IRS notices and explain next steps to customers; offering first time abatement letters when appropriate. • Prepare and file amendments.