Role Description Are you passionate about philanthropy and complex tax strategies? Clark Nuber is seeking a Tax Senior Manager to lead engagements for private foundations and high-net-worth individuals who are deeply committed to charitable giving. This is an opportunity to work with clients who manage significant philanthropic initiatives, navigate intricate compliance requirements, and tackle sophisticated tax planning challenges. You’ll play a key role in shaping strategies that support meaningful causes while delivering exceptional technical expertise. As a Tax Senior Manager for Private Foundations, you’ll be at the forefront of consulting and advisory work—helping clients with private operating foundations, foreign filings, alternative investments, and multi-state compliance. We’re looking for someone who thrives on technical mastery, enjoys building relationships, and can manage complex projects over extended timelines without letting details slip through the cracks. If you’re collaborative, driven to become a subject matter expert, and excited about joining a team that values shared leadership and innovation, this is your chance to make a difference while advancing your career toward partner track. This position is offered as a fully remote, hybrid, or fully in-office schedule. Essential Job Functions include but are not limited to: - Manage client engagements by ensuring proper planning and execution in accordance with professional and firm standards for quality and efficiency. - Communicate with clients to determine timelines, schedule staff, oversee and supervise staff performance during engagement, review staff work, provide technical assistance when required. - Perform thorough technical review of tax returns and work papers at a level which prevents issues from being missed. - Approve to process tax returns and consulting work. - Ensure engagement deliverables are produced and delivered to client within agreed upon time frame and in accordance with applicable professional and firm quality assurance standards. - Serve as a technical resource for managers, seniors and associates, as well as clients, in area of specialization and expertise. - Identify new technical issues in specialty area and take initiative to communicate with others on staff to increase awareness and understanding of the issue(s). - Conduct sophisticated tax research, consulting and analysis to plan transactions and to resolve compliance issues. - Provide consulting services to clients in area of specialization to provide business advice related to tax planning and compliance and related areas. - Assist clients with all aspects of IRS examinations, appeals and other practices which include researching and analyzing tax issues, and writing technical tax memoranda. - Participate in activities which support practice development and firm growth strategies and goals. - Assist shareholders in preparation and presentation of new client proposals, identify and propose new work for existing clients and engage in professional activities such as writing and publishing articles, preparing and delivering speeches, teaching courses or attending professional events. - Lead on-going administrative duties/initiatives for the Tax department as assigned. - Develop and present in-house educational courses for staff that support organizational needs and provide on-going professional education. - Attend CPE courses for required professional development. - Provide input to assigned staff performance feedback upon completion of engagements. - Participate in a variety of department and organizational initiatives such as annual recruiting activities, or ad hoc task forces as assigned. - Engage in on-going communication throughout the year with clients to ensure relationship with them is maintained and enhanced. - Perform other duties as assigned by shareholders to support the needs of the organization. Qualifications - Bachelor’s degree in accounting or finance or related field or a combination of education and directly related work experience. - CPA license or equivalent. - You must pass a credit check at any time to remain eligible for this position. Requirements - 8+ years’ progressively more responsible assignments in public accounting where a broad expertise in taxation and compliance can be demonstrated. - Demonstrated successful experience as a supervisor. Benefits - Comprehensive Insurance Coverage: Fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day. - Time Off & Flexibility: 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees. - Paid parental leave to support you and your family during important life moments. - Professional Growth: Coverage for licensing, certifications, tuition, and association fees to help you grow your career. - Financial Wellness: Matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.

• Execute federal and state tax due diligence on M&A transactions, including identification and quantification of historical tax exposures across income, sales and use, payroll and unclaimed property • Analyze target tax attributes and model the impact of transaction structuring alternatives — including Section 338(h)(10) and 336(e) elections, Section 382 limitations on net operating loss (NOL) utilization, basis step-ups, Section 704(c) built-in gain or loss allocations and Section 751 hot asset considerations • Review target tax profiles across entity types, including consolidated C corporation groups, S corporations, partnerships, LLCs and pass-through structures • Draft tax diligence reports, structuring memoranda and step plans suitable for delivery to PE deal teams, lenders and legal counsel • Coordinate with internal and external workstream leads — financial due diligence, valuation, legal and quality of earnings providers — to deliver an integrated view of deal risk • Support transaction execution, including review of purchase agreement tax provisions (representations, indemnities, tax matters, Section 338(h)(10) language) and post-close integration planning • Manage day-to-day client communication on assigned workstreams and present findings directly to deal team leads

Role Description The Tax Compliance Integrity Team is responsible for validating that all compliance changes implemented by the Execution and Development teams perform correctly, accurately, and completely before those changes are submitted to the independent QA team for final production sign-off. The team serves as the compliance quality gate for the change lifecycle, ensuring that every update meets the requirements and acceptance criteria established by upstream Compliance teams and that no compliance gaps, calculation errors, or edge cases have been overlooked. The Tax Compliance Integrity Analyst plays a foundational role within the team. This individual is responsible for designing and executing test scenarios based on acceptance criteria from upstream Compliance teams, with a deliberate focus on identifying edge cases, boundary conditions, and jurisdiction-specific scenarios, in addition to standard happy-path testing. This role demands a strong command of payroll tax concepts, a methodical and skeptical approach to testing, and the ability to communicate findings clearly and constructively to peers across the other Compliance teams. Success in this role depends on asking the right questions before testing begins, uncovering issues that others might miss, and working collaboratively and constructively with other Compliance teams to ensure every compliance change is accurate, complete, and ready for release. The Analyst role is the entry point in the Integrity Team’s career progression (Analyst → Senior Analyst → Lead → Manager). At this level, the focus is on testing standard, well-defined compliance changes with clear acceptance criteria, with guidance and review available from senior team members. Key Responsibilities - Test Planning & Scenario Development - Thoroughly review requirements documents and acceptance criteria for routine and straightforward compliance changes from upstream Compliance teams prior to developing test plans. - Develop comprehensive test scenarios and test cases derived from the acceptance criteria, covering positive cases, negative cases, boundary conditions, and jurisdiction-specific edge cases. - Identify scenarios that may not be explicitly addressed in the acceptance criteria but represent realistic compliance risks. - Maintain organized test documentation for all assigned compliance changes according to team protocols. - Test Execution - Execute test scenarios against implemented changes in the designated test environment. - Document test results clearly in an approved format. - Provide a formal go/no-go testing certification for assigned compliance changes. - Defect Management & Resolution - Classify defects by type, track through to resolution, and retest corrected implementations. - Collaborate with other Compliance teams and the Development Team when defects are identified. - Participate in requirements review sessions with upstream Compliance teams and the Development Team. - Escalate unresolved defects, testing blockers, or go/no-go concerns to a senior member of the team. - Process Improvement & Team Support - Contribute to team testing standards, test documentation templates, and quality improvement initiatives. - Support continuous improvement efforts related to testing strategy, documentation practices, and workflow efficiency. Qualifications - Bachelor’s degree in Business, Accounting, Information Systems, or a related field, or equivalent practical experience. - 2+ years of experience in payroll tax compliance. - Solid working knowledge of federal, state, and local payroll tax regulations, filing requirements, payment rules, and reporting standards. - Demonstrated experience testing, validating, or auditing payroll tax calculations, forms, or system configurations. - Ability to read and interpret system requirements documents and acceptance criteria. - Strong analytical and investigative mindset. - Clear and precise written communication skills. - Proven ability to collaborate constructively across cross-functional teams. - Strong attention to detail and commitment to accuracy and completeness. - Ability to manage multiple testing assignments across multiple jurisdictions in a deadline-driven environment. - Comfortable working under direct supervision in a remote setting. Preferred Qualifications - Experience with payroll tax software, SaaS platforms, or ERP systems. - Experience with formal test case management tools or structured testing methodologies. - Understanding of electronic filing formats and data structures. - Experience writing business requirements, user stories, or functional specifications. - Familiarity with Agile methodologies and project/ticket management tools. - Proficiency with Excel and other Microsoft 365 products. - Active membership or participation in industry organizations. - Certified Payroll Professional (CPP) or Fundamental Payroll Certification (FPC) designation, or progress toward certification. Benefits - Encouragement to learn and share ideas. - Reward for innovative thinking, fresh perspectives, and creative collaboration. - Values-based culture with upward mobility and professional development opportunities.

• Apply tax knowledge to intermediate level flow-through returns and all levels of individual returns • Review basic tax return engagements • Work effectively in analyzing business transactions • Perform complete & efficient reviews of individual and business tax returns while providing guidance to other staff • Gather data from client, A&A department, and third party sources • Perform tax research with view for alternatives to satisfy client’s objectives • Resolve all open items/issues encountered on assigned engagements • Direct and control concurrent assignments to successful completion • Bottom-line management of assigned engagements and individual productivity opportunities • Teach, develop and oversee staff through engagements; delegate assignments and tasks • Provide honest, objective and constructive feedback in timely manner to staff • Collaborate to identify and sell opportunities among existing clients • Serve as a mentor and role model through active participation in firm committees, departmental matters and events