Role Description This position will be responsible for assisting with the Company’s tax compliance procedures and filing returns and making payments. In addition to core responsibilities, this role is expected to operate as a modern tax professional - leveraging data, technology, and AI to transform tax processes. The Senior Tax Analyst will drive automation, enhance data quality, and lead process improvements to increase efficiency and scalability across tax workstreams, both individually and for the broader team. Job Responsibilities - Prepare and file complex federal, state, and local tax returns and related documents. - Conduct in-depth tax research and strategic analysis to support decision-making. - Provide detailed analysis of changes in tax legislation and impact on the company. - Support and potentially lead external tax audits. - Respond to tax notices and inquiries from tax authorities. - Lead and manage specific tax projects and initiatives, ensuring timely and accurate completion. - Prepare and deliver detailed tax reports and presentations to senior management. - Advise and mentor junior tax analysts, providing guidance and support. - Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms, and data analytics solutions) to streamline tax return preparation, research, and compliance workflows — driving greater accuracy and efficiency. - Identify and champion opportunities to transform tax-related processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times. - Stay current on emerging AI technologies and digital tools relevant to the tax and finance landscape, proactively bringing forward ideas to modernize processes and enhance the team's capabilities. - Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit. - Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization. - Continuously learn and develop self professionally. - Support corporate efforts for safety, government compliance, and all other company policies & procedures. - Perform other related duties as required and assigned. Qualifications - Bachelor’s degree in accounting or commensurate experience. - 3-5 years related experience. Prior motor fuel experience preferred. - Effective team player able to work with others in various areas (operations, treasury, finance, etc.). - Knowledgeable about tax responsibility area. - Displays strong analytical, organizational, and problem-solving skills. - Has above average attention to detail and high degree of speed/accuracy in data entry. - Willingness and ability to work in fast-paced environment with multiple tasks and deadlines. - Strong time management skills and ability to prioritize and complete tasks by deadline. - Exercises sound judgment and adherence to department policy and procedures. - Demonstrates process improvement mindset. Division Corporate Additional Information U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment‑based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full‑time basis and must not require U.S. Venture’s sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need. U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture. U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.

• Manage a portfolio of more complex business tax clients within your relevant specialism, including reviewing tax returns, computations, and tax accounting disclosures • Signing out tax returns for more complex clients working independently from the director or partner • Pillar 2 compliance and advisory services • Build and maintain strong relationships with clients, acting as their main point of contact for all tax matters • Provide expert advice and guidance on a range of business tax issues, including corporate tax planning, restructuring, and compliance • Assist with tax investigations and disputes, liaising with HMRC on behalf of clients • Work closely with other departments within the firm, building your internal network • Assist with business development activities, including identifying opportunities to cross-sell services to existing clients and generating new business leads • Contribute to the development and improvement of our ways of working within the firm alongside other members of the manager group

• Responsible for the review of high-net-worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and tax compliance. • Review very complex individual tax returns. • Manage and develop income tax and financial planning clients • Work closely with tax partners and other tax staff on client management, practice development, and business development activities • Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively • Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to client • Supervise and help drive the success of multiple engagements in partnership and individual taxation • Preparing year-end projections • Researching various Tax issues • Mentoring Associates and guiding them on Tax issues • Maintaining presentation skills (oral and written)

Role Description Join a fast-growing centralized team of tax advisors providing virtual tax preparation and review services to clients who’ve begun their individual tax returns using H&R Block’s do-it-yourself program. The Senior Virtual Tax Advisor both prepares client’s returns and supports Virtual Tax Advisors with their client’s returns to ensure an outstanding client experience. - Assist with the training and support of Virtual Tax Advisors - Download and complete client tax returns through a virtual platform - Communicate with clients through a variety of mediums, including telephone, secure message, and video - Analyze tax information provided by clients and deliver a timely and high-quality client experience - Demonstrate tax expertise by completing accurate returns and showing dedication to impeccable client service by providing timely and helpful responses to client inquiries - Research complex federal and state tax issues to ensure the client’s tax returns are accurate and complete before filing - Other duties as assigned Qualifications - Bachelor’s degree in accounting or finance or an equivalent combination of education and experience - Three years of prior progressive tax preparation experience Requirements - MBA in Accounting - MBA in Finance - Enrolled Agent, Certified Public Accountant, or Attorney status (credentials regulated under Circular 230) - Knowledge of complex tax situations (foreign, rentals, business) - Experience using AI tools Benefits - Competitive pay - Comprehensive benefits - Support for life both in and outside of work - Medical and prescription drug coverage - Participation in the H&R Block Retirement Savings Plan (401(k) Plan) - Employee Assistance Program - (Virtual) fitness center programs - Associate discount program - Automatic enrollment in Business Travel Accident Insurance - Associate Tax Prep benefit Company Description At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. Pay Range: $21.59 - $32.40/Hr.