• Lead and manage client engagements across tax and assurance services, serving as the primary relationship owner and advisor. • Oversee preparation and review of individual, corporate, partnership, fiduciary, and exempt organization tax returns, as well as audit, review, and compilation engagements. • Analyze financial statements and business operations to identify improvements in tax efficiency, internal controls, and accounting processes. • Coach, mentor, and train staff, providing technical guidance, feedback, and professional development opportunities. • Manage engagement budgets, workflow, and timelines to ensure accuracy, efficiency, and client satisfaction. • Collaborate with firm leadership to drive client growth, retention, and operational excellence through business development and strategic planning.

• 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