Role Description As a Sales Tax Senior you will be responsible for: - Reconciling sales tax book accounts with sales tax returns - Reconciling sales per State per books and per sales tax returns - Purchase accounts review for use tax compliance - Perform state specific sales and use tax research - Identify and implement process improvements - Respond to notices from taxing jurisdictions - Manage the indirect tax compliance process - Coordinating and collaborating with other in-house tax professionals and clients - Review and approval of monthly, quarterly, semi-annual, and annual sales and use tax returns for multiple states, counties, and cities - Manage all aspects of the Sales and Use tax compliance process and ensure returns are filed timely and accurately - Manage the following types of sales and use tax consulting projects: - Technical research memoranda - Nexus studies - Exposure quantification - Voluntary disclosures and other sales tax mitigation strategies - Due diligence - Other state tax consulting projects - Performing tax related configuration in ERP and accounting systems. Qualifications - Completed at least a bachelor's degree in accounting or finance. - At least 3 years of experience in tax, including at least 1 year in sales tax consulting experience. - An ability to respect deadlines or communicate in advance if not doable. - An appeal to work in autonomy but with taste for team spirit. - An ability to maintain a high level of integrity and confidentiality. - A work authorization in the US. - Prior experience with international tax firms is a plus. - Working towards CPA is a plus. Benefits - Health Insurance paid 100% with HSA and FSA available. - 401(k) plan with a 100% match up to 6% after 3 months. - Unlimited paid time-off policy (with a minimum of 2 weeks/year to be taken). - Transportation program (Commuter Benefits, CitiBike membership offered). - Flexible remote policy, working from our offices (NYC, Boston, San Francisco, DC, Austin) or remotely from anywhere in the USA. - And if you decide to come to the office: breakfast in the morning, snacks in the afternoon and Happy Hour on Thursdays.

• 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.