• Experience preparing and reviewing Form 1041 fiduciary income tax returns, with a strong understanding of trust and estate taxation requirements • Ability to interpret trust documents and assess related tax implications • Review, approve, and sign off on complex individual tax returns ensuring accuracy, compliance, and defensible tax positions • Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters • Manage day-to-day outsourced tax preparation workflows, ensuring deliverables meet firm standards for accuracy, completeness and client experience • Participate in internal strategy discussions for clients, collaborate with advisor teams, and planning departments to address tax services objectives • Manage coordination and integration of tax services, analysis, and department projects • Prepare tax projections, net worth, cash flow, investment planning, insurance summaries and investment and other tools for use in wealth planning engagements • Proactively engage in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities • Development of customized and comprehensive personal and business financial plans • Collect data for financial planning via client questionnaire, clarify and verify client answers to questions, and enter data into financial planning system • Utilize financial planning software to generate financial plans and review with Financial Advisor • Generate specific action plans for clients relative to the specific recommendations made in their financial plan • Create, review and enter data into spreadsheets to analyze specific financial planning and/or business planning issues • Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients • Publicly represent the accounting department • Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

Role Description The Relocation Tax Specialist provides technical leadership to all clients who are being implemented to the Expense Management Processes, ongoing communication of relevant payroll data, and management reporting of relocation program costs. The position coordinates all year-end payroll tax reconciliations and transferee reporting. In addition, the position is a subject matter expert for tax ramifications of client relocation programs. The position also partners with the CF Managers to implement efficiencies through automation of processes. For global clients, work with the client’s tax provider or our internal compensation team to provide relevant global year-end and monthly data to support global payroll reporting. - 40%: Responsible for the accurate calculation of gross ups and taxability reporting to clients. - Stays current on Tax Law changes and ensures that all CF payroll reporting is compliant and accurate. - Coordinates payroll tax reconciliations and the timely issuance of RTR's for US. - Responds to queries from SIRVA Associates, Clients, and Transferees regarding tax gross-up and financial reporting. - Coordinate and work with client’s tax partners and our own compensation team to report the global payroll information. - 25%: Responsible for auditing payroll reporting and financial reporting to clients. - 15%: Payroll and management reporting to meet Client needs. - Serves as key liaison with SIRVA's IT department for special client needs such as interfaces into client’s systems. - Works directly with CF Manager and Analyst(s) to launch the Client into the CF Process. - 20%: Reviews results for data integrity, ensuring quality, clarity, and accuracy of reporting. - Partners with CF managers in driving efficiencies through the implementation of automation processes and standardization of invoicing and financial reporting to clients. Qualifications - Bachelor’s degree in Accounting or Finance required or equivalent work experience. - 1+ years of financial experience. - Strong written and verbal communication skills. - Knowledge of financial and auditing principles and guidelines. - Strong problem-solving and conflict resolution skills. - Strong organizational skills. - Ability to work successfully in a team and deadline-driven environment. - Strong customer service skills. - US/Global payroll experience preferred. Benefits - Competitive salary. - Workplace flexibility for a balanced work/life approach. - Comprehensive benefits packages and wellness program. - Generous company-paid vacation days and holiday time. - Challenging, collaborative, diverse corporate culture. - Comprehensive benefits package that includes Medical, Dental, Vision, 401(k), FSA/HSA, Employer HSA Match, Life & Disability Insurance, Paid Time Off, Volunteer Time Off, ID Theft Protection Plan and more.

• Responsible for the preparation, payment, research, and audit defense of indirect tax filings. • Support indirect tax team in a variety of areas including sales and use tax, property tax, fuel tax, business licenses and registrations, and unclaimed property. • Analyze and prepare monthly general ledger tax reconciliations: sales and use tax accruals, prepaid, and monthly taxes remitted. • Conduct research and provide advice to internal and external stakeholders on a variety of indirect tax matters. • Gather information and respond to document requests from taxing authorities.

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.