• Conduct 45 minute client consultations via video calls to understand tax situations, gather key financial details, and identify filing needs and recommend tax-savings and planning opportunities during Eastern Time zone operating hours between 9 AM - 6 PM ET • Build trust with customers and partners by delivering personalized tax consultations, clear guidance, and actionable tax planning recommendations tailored to each client's goals and circumstances. • Provide written summaries following each consultation, documenting key findings, tax advice, planning recommendations, and required next steps • Identify potential tax issues, risks, or optimization opportunities and recommend appropriate resolutions or strategies within scope of expertise • Document client interactions, key decisions, and required follow-ups in a clear and structured manner to support accurate return preparation • Share recurring client questions, edge cases, and process gaps with leadership and product teams to improve consultation workflows, tools, and overall client experience

Role Description Estamos buscando um(a) Analista Fiscal para integrar nosso time e garantir a correta execução, conferência e acompanhamento das rotinas fiscais dos nossos clientes. Essa pessoa será referência técnica na equipe, alguém que alia conhecimento tributário à capacidade de organizar processos, apoiar assistentes e entregar com segurança e precisão. - Realizar fechamento e apuração de impostos dos clientes - Executar conferência de faturamento e retenções tributárias - Realizar encerramento de prefeituras e emissão de guias tributárias - Acompanhar a situação fiscal dos clientes e atender demandas de regularização - Prestar suporte técnico aos clientes com clareza e segurança - Apoiar e acompanhar assistentes no dia a dia operacional - Participar de reuniões de alinhamento pós-fechamento - Acompanhar as atualizações da Reforma Tributária e seus impactos - Sugerir melhorias nos processos e fluxos de conferência Qualifications - Formação em Ciências Contábeis com CRC ativo - Conhecimento em Simples Nacional (PGDAS, DAS, DEFIS) - Conhecimento em retenções tributárias e DIFAL - Familiaridade com obrigações municipais e encerramento de prefeituras - Experiência com sistemas fiscais e contábeis (Domínio, Sieg, Goob, Acessórias ou similares) - Desejável: familiaridade com ferramentas de atendimento como Digisac - Capacidade de análise operacional e conferência crítica Requirements - Visão analítica e atenção aos detalhes - Organização e responsabilidade com prazos - Boa comunicação para atendimento ao cliente e suporte à equipe - Proatividade e abertura para melhorias e inovação - Capacidade de adaptação em ambiente dinâmico - Liderança operacional e habilidade de orientar o time Benefits - Modalidade: remoto - Salário: R$ 3.400,00

• Conduct virtual tax consulting sessions through secure telephonic and audio/video communication platforms. • Provide information and education to assist participants in making informed decisions about their tax situation and filing their tax paperwork. • Analyze complex tax situations and interpret applicable regulations and guidance to provide individualized consultation and recommendations to program participants. • Advise program participants on tax implications related to their military service, deployments, relocations, retirement, separation, multi-state residency, and other military lifestyle considerations. • Exercise independent professional judgment in assessing participant tax situations and determining appropriate guidance and referral options. • Independently manage participant caseloads, consulting sessions preparation, documentation, and follow-up activities in accordance with program standards and ethical tax consulting practices. • Explain complex tax concepts clearly and professionally to diverse audiences with varying levels of financial and tax literacy. • Handle sensitive and confidential participant information in accordance with applicable privacy and security requirements. • Work independently with limited day-to-day supervision while collaborating effectively within a distributed professional services team. • Deliver services during established program operating hours, including evenings and weekends to support participants located Outside the Continental United States (OCONUS). • Maintain accurate and timely documentation consistent with program and compliance requirements. • Other duties as assigned.

• Serve as lead tax advisor for a portfolio of HNWI clients with international exposure. • Deliver customized planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures. • Review complex U.S. tax filings and international information returns (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.). • Provide tax risk management and ensure quality standards on client work. • Supervise and mentor senior managers and other staff across locations. • Support the firm’s training, development, and retention strategy for PCS professionals. • Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries. • Contribute to thought leadership and external visibility through events, whitepapers, or webinars.