• Regarded as a Subject Matter Expert within business unit and shares knowledge • Make recommendations on internal department procedures • Recognize business opportunities for our clients and for CBIZ • Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team • Manage staff on engagement deliverables (such as financial statements, tax returns, workpap**ers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met • Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals • Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances • Understand client's Qualified Plan needs (as applicable) • Supervise, train and mentor staff; listen and communicate effectively • Work to develop responsible, trained staff by conducting performance feedback and evaluations • Drive a team environment; demonstrate support of management decisions and builds a positive culture • Additional responsibilities as assigned

• Lead the preparation process for U.S. federal corporate income tax returns (Forms 1120 and consolidated filings) • Manage annual tax provisions • Prepare and manage multi-state income and franchise tax filings • Monitor state nexus, registrations, and exposure across entities • Manage estimated tax payments, extensions, and annual compliance calendar • Reconcile all tax filings to the general ledger and consolidated financial statements • Prepare and coordinate Forms 5471, 5472, and related disclosures (where applicable) • Support U.S. reporting related to foreign subsidiaries and intercompany transactions • Ensure alignment between transfer pricing documentation, intercompany balances, and U.S. filings • Manage IRS and state tax notices and responses • Support federal and state tax audits • Coordinate effectively with external tax advisors when needed • Build and maintain a comprehensive U.S. tax compliance calendar • Implement process improvements to increase internal ownership of tax compliance • Identify areas of tax risk and proactively escalate to leadership

Role Description This role is open for immediate hire and start date due to an incoming, large-scale client engagement that requires a highly capable tax professional ready to contribute from day one. The right candidate is not looking for a ramp — they are ready to lead. The project runs through September 15 and will require significant time commitment through that date. Beyond the project, this is a full-time role with a growing firm and a long-term career path. Serve as a Tax Manager and project leader within Graphite Financial’s Tax Service Line, owning the delivery of complex tax engagements for a portfolio of startup, growth-stage, and VC-backed clients. The Tax Manager brings deep technical expertise in partnership taxation, the organizational discipline to manage large, multi-workstream projects, and the professional presence to serve as a trusted advisor to founders and management teams. Qualifications - Bachelor’s degree in Accounting, Finance, or a related field required; Master’s in Taxation (MST) or LLM in Taxation strongly preferred - CPA required - 6–10+ years of tax experience with significant focus on partnership taxation; public accounting background (Manager or Senior Manager level) strongly preferred - Demonstrated expertise in Form 1065 preparation and review, K-1 packages, 704(b)/(c) allocations, basis tracking, and complex partnership structures - Proven experience managing large, multi-workstream tax projects with tight deadlines and multiple stakeholders - Experience advising VC-backed, early-stage, and growth-stage companies on tax planning, entity structure, and compliance - Familiarity with startup-specific tax matters including QSBS, Section 83(b) elections, R&D credits, and equity compensation taxation - Strong written and verbal communication skills; ability to explain complex tax positions clearly to non-tax audiences - Immediate availability to start and commitment to the project timeline through September 15 are firm requirements - Experience working in a remote, multi-client professional services environment is strongly preferred Requirements - Direct, hands-on partnership tax experience — including Form 1065 preparation, K-1s, and 704(b)/(c) allocations - Availability to start immediately - Commitment to the upcoming project’s significant time demand through September 15, including approximately 600+ hours over the project period - Currently located and authorized to work in the United States Benefits - Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company. - Company-paid Short-Term and Long-Term Disability insurance. - Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave. - Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup. - 401k with a company match.

Role Description We are looking for an experienced WOTC Processor to join our team immediately. This is a high-volume, production-based role focused on the identification and processing of the Work Opportunity Tax Credit. The successful candidate must have direct experience navigating WOTC regulations and state-specific filing portals. Requirements/Responsibilities - Form Verification: Review and audit IRS Form 8850 and ETA Form 9061/9062 for accuracy and timely signatures. - Eligibility Determination: Analyze supporting documentation (e.g., SNAP/TANF benefit letters, DD-214s, address history) to confirm target group eligibility. - State Submissions: Manage the electronic submission of applications to various State Workforce Agencies (SWA) within the 28-day regulatory deadline. - Denial Management: Review denial notices and file appeals or secondary requests for information where applicable. - Data Integrity: Ensure all PII (Personally Identifiable Information) is handled securely and uploaded correctly into our internal database. Qualifications - WOTC Expertise: Minimum 1 year of direct experience processing Work Opportunity Tax Credits. - Form Proficiency: Deep familiarity with IRS Form 8850, ETA Form 9061, and the certification process for various target groups (Veterans, SNAP recipients, Long-term Unemployment, etc.). - Technical Skills: Advanced proficiency in Excel and experience using WOTC processing software or state-specific SWA portals. - Deadline Driven: Ability to manage the strict 28-day filing window effectively. - Speed & Accuracy: Ability to process a high volume of certificates daily while maintaining a near-zero error rate. Remote Work Requirements - Secure, high-speed internet connection. - Private, quiet home office setup conducive to handling sensitive financial data. - Ability to attend a virtual onboarding session and begin work immediately. How to Apply Please submit your resume and a brief summary of your experience specifically with WOTC processing. Candidates who can demonstrate immediate knowledge of target group requirements will be prioritized for interviews. Special Instructions Please do not send any emails, resumes, or call. We are making it really easy to apply for this position. Simply submit a ZippyApp application package which may include the Common Employment Application, Resume, and a Cover Letter. In your Cover Letter, please write a short paragraph describing yourself and why you would make a great addition to our team. Press the Apply button to get started now. If you don't already have a ZippyApp account, follow the on-screen instructions to create one. ZippyApp is the Common Employment Application for online and mobile that allows you to apply for jobs with one click, and is being accepted at a growing number of businesses each day.