• Work closely with the Tax team and Wealth Advisors to meet clients’ financial planning needs • Prepare and review federal and state tax returns for clients • Assist clients with tax letters, notices, and audits • Assess implications of US international tax reporting for foreign clients living in the US • Collaborate with Tax Advisors to produce tax projections and planning • Help evaluate and demo software alternatives for the Tax team • Continually search for ways to improve processes and client experience • Help recruit, hire, train, and manage others on the Tax team

• Prepare, review, and file federal, state, and local payroll tax returns (941s, 940s, state withholding, unemployment, etc.) for multiple EINs. • Manage and reconcile tax payments, deposits, and wage reporting. • Research and resolve tax notices or discrepancies promptly with tax agencies. • Maintain up-to-date knowledge of multi-state tax laws and PEO regulatory requirements. • Partner with internal teams (Payroll, Accounting, Client Services) to ensure compliance and accurate reporting. • Support onboarding and offboarding of client accounts related to tax setup and jurisdiction registration. • Participate in audits and ensure accurate record-keeping. • Identify and recommend improvements to processes, systems, and compliance procedures.

• Support indirect tax compliance across multiple jurisdictions, ensuring accuracy, timeliness, and adherence to local VAT regulations • Prepare and submit indirect tax returns (VAT, ESL, Intrastat) accurately and within statutory deadlines • Support VAT settlement processes, including clearing and closing transactions • Prepare reclassification journal entries (JE) for indirect taxes in receivable positions • Process manual payments and reimbursement requests, ensuring accurate validation of general ledger accounts • Assist in setting up correct SAP indirect tax rates and system logic • Perform control framework activities related to indirect taxes • Ensure compliance with local VAT regulations for assigned countries • Support internal and external audits by providing required documentation and records • Assist with VAT audits, including preparation of requested documents for authorities • Maintain proper record retention in line with legal and company policies • Identify process improvements and propose solutions to enhance efficiency • Analyze and escalate indirect tax issues to the supervisor • Provide guidance and basic advisory support to internal stakeholders • Participate in tax-related projects and initiatives • Provide backup support across the Tax team as needed • Perform other ad hoc tasks or projects assigned by the supervisor

Role Description - Provide authoritative advice on challenging tax matters - Lead review and quality control on intricate tax returns to ensure accuracy, compliance, and optimal tax positions - Serve as the primary technical resource for the tax team - Delve into complex tax topics as you research and apply authoritative advice on nuanced tax subjects - Serve as the team lead for 2-4 tax associates - Meet with high-profile/complex clients - Assist with developing and designing tax models based on current regulations and tax strategies - Assess and validate current tax software - Develop best practices Qualifications - CPA with 7+ years of relevant experience with S-Corporations, and Individuals including HNWIs in professional services, technology, real estate, and financial services - At least 2 years of experience managing and mentoring a small team of tax preparers - Bachelor’s or Master’s degree in Accounting or Taxation - Deep knowledge of federal tax law, including pass-throughs and corporations - Tech-savvy and process-oriented—comfortable optimizing workflows - Ability to distill complex tax issues into clear, actionable advice - Experience with 1120s, trusts, estates, and gift tax planning - Familiarity with private equity and venture capital clients - Excellent written and verbal communication skills Requirements - Professional Must Haves: - CPA with 7+ years of relevant experience with S-Corporations, and Individuals including HNWIs in professional services, technology, real estate, and financial services - At least 2 years of experience managing and mentoring a small team of tax preparers - Bachelor’s or Master’s degree in Accounting or Taxation - Deep knowledge of federal tax law, including pass-throughs and corporations - Tech-savvy and process-oriented—comfortable optimizing workflows - Ability to distill complex tax issues into clear, actionable advice - Experience with 1120s, trusts, estates, and gift tax planning - Familiarity with private equity and venture capital clients - Excellent written and verbal communication skills Benefits - Small, collaborative team where your voice matters - Entrepreneurial, fast-paced culture with strong values - 100% remote with flexible hours - Opportunity to shape how modern tax services are delivered - Competitive compensation and benefits