Role Description Graphite Financial is seeking an experienced independent tax contractor to deliver partnership tax work product on a large, active client engagement running through September 15. This is a project-based independent contractor engagement, not an employment relationship. The contractor will be responsible for delivering defined tax work product — accurately, completely, and by agreed deadlines — using their own professional judgment and expertise. The engagement requires genuine partnership tax experience. Contractors must be capable of delivering quality work product with minimal instruction on technical matters. This project demands expertise, not a learning opportunity. Contractors who deliver strong work product throughout the engagement may be considered for a full-time employment offer with Graphite Financial’s Tax Service Line at the conclusion of the project. Engagement Terms - Engagement type: Independent contractor — 1099 - Duration: Immediate start through September 15 - Estimated scope: 600+ hours over the engagement period - Work location: Contractor’s own location — fully remote - Schedule: Contractor sets their own schedule; deliverables are due by agreed dates - Rate: Commensurate with experience — competitive with current market rates for contract partnership tax professionals Engagement Deliverables The contractor is responsible for delivering the following work product to agreed quality standards and deadlines. Partnership Tax Returns & Compliance - Completed federal and state partnership tax returns (Form 1065) and supporting schedules, prepared to a standard suitable for senior review and filing - Accurate, reconciled K-1 packages reflecting correct partner allocations consistent with partnership agreement terms - Book-to-tax adjustment workpapers, trial balance reconciliations, and organized, labeled workpaper files ready for review - Basic 704(b) capital account maintenance schedules and book-tax difference documentation - State and local partnership filings, composite returns, and withholding calculations as scoped Workpaper & Documentation Deliverables - Complete, organized workpaper files for each return, structured to a standard that supports efficient review and filing - Written responses to any review questions, resolved completely and returned by agreed turnaround - Clear written documentation of any technical issues, data gaps, or open items identified during preparation, submitted promptly upon discovery Research & Technical Support (As Scoped) - Written tax research summaries on specific issues, as requested and scoped, delivered by agreed deadlines - Supporting analysis and documentation for technical positions taken on returns, where applicable What We Are Looking For This engagement requires a contractor who can deliver professional-quality partnership tax work product independently. The following qualifications are required: - Partnership Tax Experience: You have prepared Form 1065 returns, processed K-1 packages, and worked with allocation schedules. You understand the technical substance of what you are preparing. - Deliverable Accountability: You own your deadlines. Work product is delivered accurately and on time. If a deadline is at risk, you communicate that early — not after the fact. - Technical Self-Sufficiency: You resolve technical questions through your own research and expertise. You do not require step-by-step direction on standard partnership tax compliance work. - Accuracy at Volume: This engagement involves significant volume over a compressed timeline. Your work product must be accurate even when the pace is high. - Professional Communication: You communicate clearly and professionally in writing. You provide timely updates on deliverable status and surface issues promptly and specifically. - Immediate Availability: The engagement has already begun. Contractors must be available to deliver their first work product without delay. Qualifications - Bachelor’s degree in Accounting, Finance, or a related field required - CPA or active CPA candidacy strongly preferred - 1–4 years of tax experience with direct, hands-on partnership tax compliance experience — Form 1065 preparation and K-1 processing are required; candidates without this experience will not be considered - Proficiency in at least one professional tax software platform (CCH Axcess, UltraTax, Lacerte, or similar) - Demonstrated ability to deliver accurate, complete tax work product on deadline - Strong written communication skills in English - Currently authorized to work in the United States as an independent contractor - Immediately available to begin the engagement Measures of Engagement Success This is an outcomes-based engagement. Success is defined by the quality and timeliness of delivered work product, not by hours logged or methods used. - Partnership tax returns and workpapers are delivered accurately, completely, and by agreed deadlines - K-1 packages and allocation schedules are technically sound and require minimal revision upon review - Open items and technical issues are identified and communicated promptly — not discovered late in the review process - Workpaper files are organized, labeled, and structured to a standard that supports efficient review and filing - The overall quality of work product delivered throughout the engagement supports a full-time employment conversation at project close Before You Apply - Do you have direct experience preparing partnership tax returns, including Form 1065 and K-1 packages? - Are you available to begin delivering work product immediately? - Can you commit to delivering approximately 600+ hours of work product through September 15? - Are you currently authorized to work in the United States as an independent contractor?

• Manage federal, state, and local tax compliance including income, franchise, sales/use, property, and other applicable filings, as well as monitor evolving federal and state tax regulations affecting healthcare and PACE organizations • Coordinate preparation and review of tax returns with external tax advisors and ensure timely and accurate filings • Identify and implement tax-efficient strategies that support the organization’s operational and financial objectives • Evaluate tax impacts of new market expansion, operational changes, and reimbursement structures, as well as develop forward-looking tax planning strategies that align with the organization’s growth strategy • Provide tax analysis and structuring support for acquisitions, joint ventures, partnerships, and other strategic transactions • Partner with legal, finance, and executive leadership on entity structuring, organizational design, and evaluating tax considerations for new states, markets, and program structures • Translate complex tax matters into practical guidance for business stakeholders, as well as support strategic finance initiatives in partnership with the Controller and CFO

• 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