• Develop long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers • Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound • Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more • Serve as a trusted partner to transact, helping them build and execute on their tax credit purchase strategy through all stages of transaction • Partner with external buyer advisors including legal and tax to navigate complex transaction items • Ensure we are partnering year-over-year and expanding our relationships with owned relationships • Act as an internal subject matter expert on technical topics related to tax credits • Contribute to and lead the development of new offerings for our most strategic partners • Champions the creation of and adoption of intellectual property • Partner with product and customer success teams to ensure tax and finance teams get maximal benefit out of the Crux technology platform

• Lead annual tax reporting cycles, including timely and accurate production of Composite 1099 statements and Forms 1042-S • Execute and oversee withholding agent responsibilities under Chapter 3, Chapter 4 (FATCA), and backup withholding • Prepare, file, and reconcile Forms 1042 and 945, including timely tax deposits and reconciliation of reported amounts • Ensure compliant setup and execution of tax reporting and withholding for complex ownership structures, including: Qualified Intermediaries, Non-Qualified intermediaries, fully disclosed and omnibus arrangements • Serve as an internal SME on beneficial owner determination, withholding rates, and reporting responsibility • Review and operationalize W-8BEN, W-8BEN-E, and W-8IMY documentation, including withholding statements and income allocation • Manage Alpaca’s tax reporting vendor, FIS, relationship, including data quality, error and warning remediation, delivery timelines, and process improvements • Coordinate and respond to tax-related audits, examinations, and IRS notices (e.g., CP2100) • Act as a backup to the Senior Manager, ensuring continuity of tax reporting and cost basis operations • Partner with Product, Engineering, Legal, and Compliance on tax reporting requirements, system enhancements, and program scalability

At CLA we create inspired careers . We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities . We promise to know you and help you. At CLA you will gain the experience and training needed for you to build an inspired career in your chosen discipline. We develop outstanding professionals and leaders who grow with our firm and who help our firm grow. Achieve more by stretching your boundaries at CLA. Our people bring the full breadth of their talents, experience, and personal style to make an impact on those they serve. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is growing and seeking to hire a Senior Associate – R&D Tax Credits and Cost Segregation to join our talented Federal Tax Strategies (FTS) team. The position offers growth, flexibility and a collaborative work environment. In this position you should have the following: excellent interpersonal skills with the ability to communicate at all levels. Strong problem solving and creative skills and the ability to exercise sound judgment. Most important, demonstrate a high level of integrity and dependability with a strong sense of urgency and results-orientation. How you’ll create opportunities in the FTS Senior Associate role: Assist FTS leaders with the delivery of research and development (R&D) tax credit studies for various industries, including Manufacturing, Technology, and Life Sciences. Assist FTS leaders with the delivery of cost segregation and fixed asset studies. Willingness to develop a deep understanding of various industries including Manufacturing, Real Estate, Construction, Healthcare and Technology. Demonstrated success in a business environment. Assist managers, directors, and principals with client consultations, technical interviews, calculation review, site visits, and report development. Mentor associates and other team members on their inspired career. Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients and the community. What you will need: Bachelor's Degree in Accounting, Finance, or a related field required Minimum of 2 years’ relevant experience required Experience in business services or consulting preferred Eligible to sit for the CPA preferred Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in California is: $84,400.00 – $143,000.00 The compensation range for this position in Colorado is: $78,100.00 – $129,000.00 The compensation range for this position in New York is: $93,900.00 – $143,000.00 #LI-MM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.

Job Description Summary We are seeking an experienced accountant to manage domestic and international tax compliance obligations. This role will manage state filings for property and sales & use taxes, oversee our tax compliance software and support transfer pricing compliance. The Senior Accountant will collaborate with cross-functional teams and external specialists to create efficient processes and ensure compliance. Expertise in accounting, strong problem-solving skills, and the ability to influence change across all levels are essential for success. How will you make an impact & Requirement Key Responsibilities: Tax Preparation and Compliance Manage filings for state-level property and sales & use taxes in the United States. Work with international sites to ensure compliance with VAT filing requirements. Coordinate work of specialists completing income tax returns. Manage Software Manage tax compliance software, ensuring filings are complete and accurate. Work with customers to answer any questions on product taxability and other charges. Transfer pricing Support intercompany billings for management of transfer pricing. Work with cross-functional teams and specialists in defining and optimizing intercompany processes. Qualifications: Bachelor’s degree or equivalent experience in accounting or related field. 10+ years of proven experience in accounting, preferably tax operations. Demonstrated ability to work with cross-functional teams and manage multiple deadlines simultaneously. Excellent communication skills to collaborate effectively across cross-functional teams and engage stakeholders at all levels. Proficiency in Microsoft Office Suite. Core Competencies: Strong understanding of tax laws and regulations, including US and international taxes Attention to detail and deadlines Strategic thinking and problem-solving Continuous learning and adaptability Strong organizational and time management skills Work Environment & Additional Information: This position is remote but may require periodic visits to company sites (10–20%). The role operates in a fast-paced environment where priorities can shift quickly, requiring flexibility and resilience. We are an equal opportunity employer.