• Lead and develop the tax team, distributing tasks, managing the client portfolio’s routine, and monitoring performance; • Ensure accurate calculation of direct and indirect taxes (federal, state, and municipal — e.g., ICMS, ISS, PIS, COFINS, IRPJ, CSLL, withholdings, etc.); • Validate, review, and supervise tax filings and ancillary obligations, ensuring deadlines are met; • Serve as the technical reference for complex internal and client tax queries; • Identify tax risks and propose process and control improvements; • Monitor legislative changes and guide the team accordingly; • Support strategic client meetings with a consultative approach; • Support the development and training of analysts and assistants in the tax department; • Ensure timely delivery, operational organization, and overall departmental outputs; • Act in a consultative manner, understanding each client's operations and specific requirements; • Immerse in the client's context to identify opportunities and propose tax and operational efficiency improvements; • Prepare and support tax studies focused on tax burden reduction and risk mitigation; • Lead and support the implementation of tax reform changes, advising clients during the transition; • Support clients in strategic decision-making based on tax analysis; • Structure and continuously improve processes; • Interface with internal areas (accounting, client services, finance); • Other duties inherent to a management role.

• Independently manage the financial accounting for several company pension funds • Provide support on complex accounting issues related to occupational pensions • Prepare annual financial statements including notes in accordance with Swiss GAAP FER 26 • Perform periodic closing tasks and reconciliations • Work closely with internal specialists and external contacts (e.g., auditors) • Ensure accurate and timely bookkeeping • Contribute to the optimization and further development of existing accounting processes

• Assist in the preparation of trial balances and financial statements. • Execute and manage spreadsheets and accounting reports, performing expense classification and trial balances. • Process accounts receivable and accounts payable write-offs in the tax module of the Domínio system, according to supporting documents provided by clients. • Record, classify, reclassify, provision, and reverse accounting entries in the balance sheet areas assigned by the Senior/Supervisor. • Analyze asset accounts. • Review bank transactions. • Organize documentation related to the company's accounting. • Prepare documents and perform their accounting classification. • Generate accounting entries.

• Supports client bookkeeping functions, including, yet not limited to, accounts receivable, accounts payable, bank reconciliations, payroll, journal entries, and reporting. • Deep experience in full-charge bookkeeping, with multiple clients, and solid knowledge of basic accounting principles. • Ability to create and interpret financial reports such as Balance Sheets, Profit and Loss, and cash flows, among others. • Detailed understanding of accounting and bookkeeping, and must understand the differences between cash and accrual accounting. • Very tech-savvy - comfortable using and learning the newest accounting and office technologies. • Experience working in a multiple-client environment. • Hyper-organized, able to handle a large variety of projects and tasks, and make sure nothing slips through the cracks. • Ensures deadlines for accounting month-end are met, and all needed reports are prepared in a timely manner. • Does everything possible so that the month- and year-end processes are smooth and lessen the time needed at the end of these periods. • Assists in the compilation of client information for tax preparation as requested and agreed by HigherRing (this is not usually included in our work beyond requesting W-9s, preparing 1099s, and providing reports). • Assisting in organizing, systematizing, and documenting processes and procedures. • Is comfortable researching to determine answers to questions or the best way to perform work on client systems. • Performs other duties as requested.