Role Description This is not a sales position; our financial counselors host pre-scheduled appointments with members. This is a remote role with very limited travel required. We’re searching for financial professionals who have a passion for helping people achieve their financial goals. We provide full-spectrum financial coaching and education, and we are specifically interested in CPAs or Tax Preparer EFILE Registered to guide members through tax planning. Our coaches love being part of our experienced and professional team. We hold each other accountable for high standards and continuous development. We are people of integrity who thrive on teamwork. We’re quick to laugh and love having fun at work! We give grace for mistakes. We recognize core strengths and set each other up for success. Think you might be ready to turn your focus to empowering people to transform their financial future? This might be a good fit for you if: - You can put anxious members at ease over the phone - You care about building vibrant and encouraging relationships with members - Your deep conviction in the benefits of financial coaching compels you to lead clients to invest in an ongoing relationship - You have a knack for making financial concepts easy to understand - You research complex issues to develop innovative strategies - You have masterful verbal and written communication skills - You enjoy fast pace, can multi-task, and take detailed notes Qualifications - 4-year degree from an accredited institution (or equivalent experience) as well as 5+ years experience in tax planning, personal tax prep, audits, etc. - Proven track record persuading clients to engage or upgrade to value-added services and solutions - Motivational skills to inspire behavioral change around personal financial habits - Superlative listening skills that lead you to empathy and understanding - CPA, CFP, or comparable certifications (preferred) - A high level of skill and comfort with technology - An openness to a culture of continuous development and improvement - A willingness to support our members two evenings a week - A passion for helping people in need - Alignment with MSA’s values of Integrity, Compassion, Optimism, Growth, and Impact Benefits - Flexible, part-time schedule. - Opportunity to make a meaningful impact by helping individuals achieve their financial goals. - Work from the comfort of your home with fully remote sessions. - No sales—focus solely on providing unbiased financial education and guidance.

Role Description In this role, you will lead across both tax and assurance functions, serving as a key technical expert, client advisor, and team leader. You will oversee complex engagements, manage client relationships directly, and review the work of senior and staff accountants. This position requires a strong balance of hands-on technical expertise in tax, audit, and accounting, along with the ability to operate as a front-line leader responsible for quality, execution, and client satisfaction. - Serve as the primary client contact across tax, audit, and assurance engagements - Review complex tax returns including corporate, partnership, trust, estate, and LLC filings - Provide technical expertise in tax law, compliance, and planning strategies - Utilize UltraTax (or similar) to review and manage tax engagements at a high level - Lead assurance and accounting engagements, applying GAAP and governmental (GASB) standards - Oversee client accounting functions and take ownership of ongoing books and financial reporting - Review work prepared by senior and staff accountants, ensuring accuracy and quality control - Supervise and mentor team members, supporting development and performance - Act as a front-line leader in managing and growing the firm’s book of business - Partner with leadership to improve processes and support practice growth Qualifications - Bachelor’s degree in Accounting, Finance, or a related field required; Master’s in Accountancy or Taxation (MTax) preferred - Active CPA license required - 7+ years of progressive public accounting experience across tax and assurance - 3+ years in a supervisory or management role, overseeing staff and engagements - Proven experience managing complex client engagements across multiple entity types (S corps, C corps, partnerships, trusts, estates) - Background in a public accounting firm strongly preferred - Advanced knowledge of tax law, compliance, and planning strategies - Strong expertise in reviewing complex tax returns across entity types - Deep understanding of GAAP, GAAS, and governmental accounting (GASB/GAGAS) - Proficiency with tax and audit technologies (e.g., UltraTax, CCH Axcess, ONESOURCE, or similar) - Advanced skills in Microsoft Office Suite, particularly Excel - Strong communication and presentation skills - Strategic thinker with sound business judgment - Ability to simplify and convey complex concepts effectively - Team leadership and multi-engagement management - Client relationship management and advisory expertise - Performance management with a focus on quality and client satisfaction Benefits - Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.) - Paid Parental Leave - 401(k) Matching Program - Pre-Tax Commuter Benefits - Pet Insurance - Unlimited Flexible Time Off - 7 Company‑Paid Holidays - Employee Assistance Program (EAP) - This position is open to candidates working either in-office or fully remote, based on location. - Base salary of $130,000 - $160,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

• Prepare monthly, quarterly, and annual fuel excise and environmental tax returns in accordance with regulatory requirements. • Reconcile tax liability accounts using Blackline. • Maintain databases and documentation for tax exemptions, rates, and rules. • Conduct tax research to ensure compliance with state and local filing requirements. • Use Avalara and AKORE software for jurisdictional reporting. • Research and maintain detailed communication regarding tax notices received. • Address motor vehicle tax inquiries by researching and interpreting state communications. • Ensure compliance requirements for internal and external stakeholders. • Support audit activities by conducting research and assisting in the resolution of state and local indirect motor fuel tax issues. • Research and resolve tax-related disputes involving customers and suppliers. • Mentor entry-level accountants in tax law research and application. • Support process improvement initiatives.

Role Description An exciting opportunity has arisen for a Tax Writer specialising in Inheritance Tax to join Tolley, a leading provider of tax research. In this role, you will contribute to the development of practical guidance, in-depth content, and AI-driven tools supporting inheritance tax, trusts, and estates. You will collaborate with a knowledgeable and supportive team, helping shape the future direction of tax content and solutions. Responsibilities - Write and update content for Tolley+ (including both deep research material and practical guidance and AI tools) - Work with Tolley’s Commissioning team on externally commissioned IHT content - Assist the Director of Content and the wider business with the strategic direction of Tolley’s Tax offering Qualifications - CTA/ STEP qualified (or equivalent) - A good technical knowledge of IHT, Trusts, Estates and Personal Tax, both advisory and compliance - Strong English writing skills - Ability to communicate complex tax concepts in an understandable way Benefits - Healthy work/life balance across the organisation - Numerous wellbeing initiatives - Shared parental leave - Study assistance - Sabbaticals Working Pattern Working flexible hours - flexing the times when you work in the day to help you fit everything in and work when you are the most productive.