• Manage the company's global transfer pricing policies, documentation, and compliance to ensure consistency with international standards and local country requirements • Manage and review the preparation and filing of complex international calculations, tax returns, and related forms for FDII, GILTI, FTC, Subpart F, and BEAT (e.g., Forms 5471, 8858, 1118) • Monitor changes in international tax laws and regulations, analyze and model the impact on the Company's tax positions and policies, and provide verbal and/or written communication of conclusions to leadership and other key stakeholders • Prepare and review quarterly and annual foreign income tax provision calculations, memos, account reconciliations, and disclosures in accordance with ASC 740 (US GAAP), IFRS, or other local country reporting standards • Manage non-US income tax compliance and reporting through management of the global tax filing calendar, including coordination of filings with local country accounting and tax advisors • Identify and help maximize international tax incentives and credits including Canadian SRED and e-business credits • Assist with M&A due diligence, post-acquisition integration, and global tax and legal entity structure planning • Partner with treasury team to ensure effective management of global cash pools, including planning and analysis for tax implications of cross-border cash transactions • Provide support on company, finance, and tax strategic initiatives and projects • Assist with the coordination and management of local country tax audits and inquiries from various tax authorities, both US and foreign

• Own the end-to-end tax function, including compliance, basic advisory, and IRS/state notice responses for individual and business clients • Serve as the firm's primary tax relationship manager — clients should feel they have a trusted tax advisor, not just a preparer • Collaborate closely with financial advisors and ownership to deliver a fully integrated client experience across planning and tax • Manage relationships with outside vendors for complex returns, ensuring seamless coordination and quality control • Build the internal infrastructure — processes, workflows, and standards — for a tax practice being stood up from the ground floor • Lead client meetings independently on all tax matters; step into any advisory conversation with confidence • Stay current on equity compensation taxation, including RSUs, PSUs, NQSOs, ISOs, and related planning considerations • Contribute meaningfully to leadership discussions as the practice scales; this person will be closely involved in decisions from early on • Mentor and develop junior staff as the team grows

• Coach/Mentor staff to assist with enhancing their skills and further developing their career • Manage office workflow and procedures • Lead client engagement and become relationship owner • Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns • Provide advisory services to clients related to tax, finance & business practices • Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies

• Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns. • Build, maintain and enhance client relationships. • Advise clients on issues related to tax, finance & business practices. • Identify, research, and resolve complex tax issues. • Support manager with various ad-hoc projects.