• Identify whether a fund has a filing requirement and support the preparation and filing of U.S. federal and state tax returns, including extensions • Perform taxable income analyses and support annual partnership and corporate tax compliance • Prepare amended returns (AARs) and support reissuance processes • Analyze transactions with tax reporting implications, including installment sales, QSBS, tax-free exchanges, SAFEs, and convertible notes • Perform tax-related operational work tied to fund accounting, including recording and reconciling transactions from a tax perspective • Take ownership of assigned workflows, ensuring accuracy, timeliness, and clear communication of status and risks • Work cross-functionally with fund accounting, finance, legal, engineering, and operations teams to gather information and resolve issues needed for tax compliance and reporting • Conduct evaluation and testing of proprietary systems to support accuracy and scalability • Identify and implement process improvements to optimize workflows • Contribute to documentation as the tax function scales

• 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.