Role Description Make an impact while you learn. The Semester of Service Program offers students a volunteer project-based opportunity to support real Federal missions, gaining hands-on experience and career-ready skills. Students must be enrolled at least half-time in an accredited trade school, technical/vocational institute, junior college, college, university, or other accredited educational institution. With this project, you'll support a program through collecting, cleaning, and organizing policy data. Qualifications - Experience in writing and editing - Proficiency in MS Excel and STATA - Preferred candidate is someone pursuing graduate studies in economics, public policy, or related fields Requirements - Must be enrolled not less than half-time in an accredited educational institution - Must be in good academic standing as defined by your institution - Attach a copy of your transcripts to your application package for verification

• 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.