• Lead the preparation and review of federal and state income tax filings, ensuring timely and accurate compliance across domestic and international entities. • Manage quarterly and annual tax provision processes, including ASC 740 reporting and audit support. • Collaborate cross-functionally to assess the tax impact of business initiatives, ensuring alignment with regulatory requirements and internal policies. • Develop and implement process improvements for tax workflows, leveraging AI and automation tools to enhance accuracy and efficiency. • Monitor evolving tax legislation, analyze potential impact, and propose action plans to leadership. • Mentor and manage members of the tax team, fostering a culture of continuous improvement, ownership, and growth. • Partner with external advisors and internal stakeholders during audits, transactions, and tax planning initiatives.

• Own and advance our Tax Attribute program—designing data models, governance, and workflows that scale accurate product taxability across millions of items and 100+ jurisdictions, in partnership with Catalog, Indirect Tax, and ML teams. • Build, integrate, and optimize tax determination, calculation, and reporting solutions (e.g., with enterprise tax engines and internal services), ensuring accuracy, reliability, and performance within transactional systems. • Develop AI/ML-assisted classification and automation for tax use cases (e.g., product/merchant mapping, attribute extraction), including evaluation frameworks, human-in-the-loop quality controls, and measurable precision/recall targets. • Design and operate robust, SOX-compliant data pipelines and tooling (SQL, Python, cloud data warehouse, orchestration) with monitoring, alerting, and documentation that enable audit-ready transparency. • Lead cross-functional projects from discovery to delivery—translate tax requirements into technical solutions, manage roadmaps and priorities, and communicate progress, risks, and results to stakeholders at every level.

• Lead the early review of potential renewable tax credit transactions, assess completeness of the underwriting package. • Collaborate with project developers to gather necessary information and documentation. • Oversee the production of and evaluate diligence memorandums for clean energy tax credits to ensure compliance with regulations, including eligibility criteria, prevailing wage & apprenticeship requirements, etc. • Responsible for maintaining an extensive level of knowledge of transaction structuring, clean energy tax credit industry rules and regulations to inform underwriting decisions. • Formulate standard, comprehensive underwriting policies by credit type. • Develop and lead initiatives to improve the underwriting process, including leveraging technology and tools, in collaboration with internal teams such as product engineering, legal, marketing • Analyze financial, technical and legal documents and project feasibility to determine credit eligibility. • Review tax credit insurance policies to ensure adequate risk mitigation. • Conduct risk assessments to identify potential issues with credit claims. • Prepare detailed reports and recommendations for approval or denial of credits. • Contribute to the development of long-term client relationships with tax and finance leaders at the largest F250 tax credit buyers • Build net new relationships for Crux through conferences, networking, outreach, our extensive partnerships, and inbound • Be a trusted expert in the market by speaking on webinars, on panels at conferences, and more

• Identify and document tax filing requirements • Translate tax rules into system and workflow requirements • Triage complex or non-standard filing issues • Partner closely with Product, Engineering, Filings, and Sales to build scalable solutions • Maintain and evolve internal requirements documentation as regulations change and coverage expands. • Act as an escalation point for complex or edge-case filing scenarios. • Diagnose issues raised by Operating Teams, Product, or Sales and determine appropriate resolution paths. • Coordinate with internal teams and external advisors when clarification or validation is required. • Work closely with Product and Engineering to design and improve filing workflows and automation. • Translate tax requirements into clear inputs for system logic, data models, and product features. • Review and test new filing capabilities from a tax-requirements perspective. • Support Sales and Implementation teams by clarifying international filing scope, requirements, and limitations. • Help distinguish standard vs non-standard filing scenarios and inform customer expectations. • Identify gaps, risks, and inefficiencies in current filing coverage and workflows. • Propose scalable, system-driven solutions that reduce manual intervention as Numeral grows globally.