• Conducting data collection and analysis for a policy scan of current sweetened beverage tax policies in the United States. • Drafting advocacy resources resulting from this policy scan, including assisting with the development of a model policy. • Contributing to broader work on sweetened beverage tax advocacy campaigns and corporate accountability.

• Support the growth of a developing book of business; assist in nurturing and growing buyers and investors through the customer lifecycle to help scale tax credit transactions and reach targeted outcomes. • Serve as a support resource to clients throughout the transaction lifecycle, including assisting in developing strategies to meet clients needs. • Help educate buyers and investors on risks and assist in proactively addressing transaction issues. • Help generate new leads through conferences, networking, outreach, and other creative methods. • Begin building credibility and relationships with key contacts at corporates, family offices, accounting and tax firms, and banks. • Help educate buyers and investors on the critical role of the Crux platform in tax credit transactions and assist in demonstrating how to utilize Crux for more effective and efficient outcomes.

• Support AI and transformation initiatives within Tax and Treasury • Conduct research and analysis on direct and indirect tax matters • Support preparation of tax compliance data and account reconciliations • Assist in preparing tax provision and compliance supporting workpapers and information • Assist with treasury cash positioning and F/X trade recommendation • Assist with treasury bank account and administration support

• Prepare and file payroll and sales tax returns in compliance with local, state, and federal regulations • Accurately remit tax payments on behalf of customers within filing deadlines • Respond to customer inquiries via the ticketing system, email, or phone with professionalism and clarity • Communicate with tax authorities to resolve account issues, pursue penalty abatements, and clarity discrepancies in filings or payments • Amend previously filed returns as needed, ensuring appropriate documentation and compliance • Maintain thorough and up-to-date documentation of all filings, communications, decisions, and resolution steps to ensure transparency and continuity across internal teams • Collaborate cross-functionally with Customer Success, Account Management, Technical Support, and Onboarding teams to deliver aligned customer communication and resolution • Monitor assigned accounts to proactively identify and escalate potential tax compliance risks or filing delays • Support process improvement by contributing feedback on reoccurring issues, inefficiencies, or customer education gaps