• Go-to for things related to onboarding and processing of new tax clients. • Input new client information in our systems and ensure the accuracy of all new client data. • Process new client onboards efficiently and within specified SLAs while providing excellent customer service to clients and internal stakeholders. • Generate fee quotes and communicate with clients for approval. • Assist with new tax employee onboarding and related administrative tasks. • Assist with billing and invoicing tasks, including monthly tax billing. • Assist with terminating tax client engagement (Tax NLC processing). • Assist with newly acquired firms’ integration. • Comfortable using various reports to assist with tracking workflow and monitoring data integrity. • Provide ongoing insight and suggestions for process improvement. • Maintain a high level of communication with Manager, Tax Operations to ensure projects stay up-to-date and are completed in a timely manner. • Communicate with clients in a timely and professional manner, ensuring a high-quality client experience. • Other general operations and administrative duties as needed.

• Prepare and file annual reports and business licenses • Assist with monthly sales and use tax compliance responsibilities, as necessary • Manage all exemption certificates requests from vendors and customers • Maintain OneSource tax software (product exceptions, customer exemptions, rate overrides, material group mappings, etc.) • Respond to tax authority inquiries and audits, as necessary • Assist with account reconciliations for various tax liabilities • Identify and assist with process improvements • Effectively communicate within the organization to facilitate information

Role Description Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. What you will do: - Work with and support the firm's Director in leading and managing the local team - Become a primary point of contact for clients from retiring partners - Serve as the primary point of contact and relationship manager for new clients - Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product, and services offering and operational strategies - Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements - Lead firm's consulting and advisory efforts in the region - Lead and manage staff in areas of research, training, and development Qualifications - 7 - 12 years of experience preparing and reviewing individual, corporate, partnership and estate tax returns - Bachelor's degree required; Master’s degree preferred - CPA or EA certification required - Direct experience managing staff and client relationships - Excellent communication and attention management skills - Proprietor mentality and work ethic - Entrepreneurial minded with an interest in strategy and operations Benefits - Market-leading base compensation - Paid medical benefits and 401(k) - Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees - The expected salary range for this role is $100,000 - $185,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring.

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.