• 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.

• Manage the sales and use and property tax compliance process • Assist in all aspects of planning and sales tax audit matters for indirect taxes • Manage indirect tax audits and inquiries from tax authorities • Advise project, procurement, and commercial teams on indirect tax implications of construction contracts • Support the preparation, review, and timely filing of indirect tax returns • Maintain accurate indirect tax accounting and reconciliations • Develop internal tax policy documents • Train and support finance, procurement, and project teams on indirect tax awareness and compliance

• 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.