Role Description - Provide consulting services and make recommendations to clients on innovative business tax planning and compliance services in a timely and effective manner. - Review tax returns from associates and interns and make recommendations regarding accuracy and tax savings opportunities. - Assist Manager in running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget. - Ensure complete client satisfaction through open communication, managing, meeting deadlines and proactively sharing tax saving strategies. - Work closely with Partners, Senior Managers, Managers and Staff on client management, professional development and business development activities. - Resolve minor issues directly with the IRS and other tax authorities. - Assist with resolving more complex issues with IRS and other tax authorities. - Participate in client meetings. May lead client meetings with smaller clients. - Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews. - Attend professional development and continuing education sessions on a regular basis. - Other related duties as assigned. Qualifications - Bachelor's or Master's degree with a major in accounting. - Master's in Taxation or LLM in Taxation a plus. - Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research. - Experience in tax provisions a plus. - Ability to problem-solve and think both creatively and logically. - Demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines. - Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships. - Excellent analytical, organizational, written and verbal communication skills. - Ability to attract and develop profitable, sustainable client relationships. Benefits - Health, Dental, Vision, Short and Long-Term Disability - Flexible Time Off - FSA & HSA - Employee Assistant Programs - 401(k) Matching - Commuter Benefits - Parental Leave - Modernized Incentives and Equity Participation

• Lead and manage complex SALT engagements across sales & use, state income, and franchise tax • Serve as a trusted advisor on nexus, apportionment, taxability, and multi-state planning • Oversee review of returns, provisions, and technical memoranda • Lead audit defense, VDAs, and tax controversy engagements • Advise on income/franchise tax implications including state filings, apportionment methodologies, and planning strategies • Develop and maintain strong client relationships; identify growth opportunities • Mentor and develop Managers and staff; help build a high-performing team • Support practice growth initiatives, process improvements, and potential business development efforts

• Own tax compliance for an existing book of client work, transitioning responsibility fully in-house from outside providers • Prepare, review, and sign off on tax returns independently • Serve as the tax advisor inside client meetings, including Roth conversion discussions, estate planning conversations, and advisory work alongside the financial planning team • Build the internal workflows, processes, and standards that will govern the tax function going forward • Participate in business development efforts • Lay the groundwork for an internal bookkeeping function as the firm scales

• Prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates. • Must be able to work independently as well as within a team. • Senior Tax Associate must be professional at all times and will have recurring direct client contact. • This position involves critical thinking and attention to detail. • The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines. • Increased complexity level of projects. Must demonstrate ability to take a messy trial balance and provide AJEs to correct it. • Prepare complete and accurate returns. Review others’ returns. • Prepare documentation to support tax return calculations. • Ability to mentor Tax Associates. • Reviewing data input, identifying, and resolving technical issues. • Work closely with managers and partners and keep team informed on status. • Increased level of client communication while working on their tax return, and potentially throughout multiple years. • Understand federal, state, and local tax codes. • Show what you know! You have the knowledge—now apply it to real life situations. Thinking outside of the box is encouraged as well. • Share your ideas and opinions with your team. • Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks.