• Develop and implement comprehensive tax strategies for real estate transactions, including acquisitions, dispositions, entity structuring, and 1031 exchanges. • Apply and advise on depreciation strategies (MACRS, bonus depreciation, Section 179,) and conduct or review cost segregation studies to maximize deductions. • Prepare and review accounting method change filings (Form 3115) related to depreciation, cost segregation, and accrual-to-cash transitions. • Analyze and advise on passive activity loss rules, material participation tests, and real estate professional status determinations. • Evaluate capitalization vs. expense treatment of development and operating costs under IRC §263A, ensuring accurate classification of deductible and capitalizable expenses. • Review and manage preparation of complex tax returns for partnerships, corporations, individuals, and trusts, ensuring accuracy, compliance, and efficiency. • Oversee partnership tax compliance, including special allocations, capital accounts, basis tracking, Section 754 elections, and K-2/K-3 reporting. • Advise on tax treatment of leasehold improvements, tenant allowances, and business interest expense limitations under Section 163(j). • Identify and apply federal and state tax credits and incentives, including energy-related deductions such as Section 179D. Conduct tax research to support client positions and ensure compliance with current regulations. • Lead and manage client engagements by implementing high-quality standards, identifying inefficiencies, and enhancing service delivery. • Mentor junior staff through training, performance feedback, and career development initiatives. • Build strong client relationships and collaborate with firm leadership on strategic projects and initiatives.

• Prepare and review complex federal and state income tax returns and provisions • Drive tax process and technology transformation initiatives • Lead or contribute to tax technology initiatives • Research US tax theory • Ensure compliance with Sarbanes-Oxley internal control requirements • Interact with personnel from all areas of the Company • Assist in responding to inquiries from federal and state tax auditors • Provide support and effectively manage the internal audit process • Assist with forecasting • Assist in international reporting (5471, 5472, etc.) and partnership returns • Review tax accounts reconciliations • Processing intercompany tax payments and other intercompany reporting • Prepare quarterly and annual Federal and SALT income tax provisions for life entities

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)