• Own end-to-end U.S. federal and multi-state income tax compliance across a high-volume, multi-entity filing structure driven by acquisitions • Prepare and review tax filings, including apportionment, nexus analysis, registrations, and audit support • Manage tax calendars, estimated payments, extensions, and ensure timely, accurate filings across all jurisdictions • Lead quarterly and annual tax provision processes (ASC 740), including current/deferred tax calculations, reconciliations, and support for financial reporting and audit • Coordinate international tax compliance (AU, UK, and India) with external advisors; review filings and ensure alignment with global structure • Support transfer pricing execution, intercompany agreements, and documentation in coordination with external advisors • Partner with Legal to manage global entity structure, including entity setup, maintenance, governance filings, and restructuring activities • Collaborate with Finance on global cash management, including repatriation strategies, intercompany funding, dividends, and cash tax efficiency • Identify and execute tax planning and structure optimization opportunities to improve global tax efficiency • Implement and enhance tax processes, controls, and documentation to improve scalability and audit readiness • Evaluate and implement tax and/or entity management systems to increase automation, visibility, and efficiency • Manage relationships with external advisors (e.g., RSM), reducing reliance on outsourced work while maintaining technical quality and coverage

• 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.