• Create proactive, multi-year tax planning for high-net-worth individuals and their businesses • Work across S-corps, partnerships, and C-corps — structuring, strategizing, and advising, not just complying • Build deep, trusted relationships with sophisticated clients who value your insight • Manage and mentor tax associates, raising the level of everyone around you • Leverage the latest and greatest in tax technology — you need to be genuinely tech-savvy and always sharpening the toolset

• Lead tax planning kickoff calls and quarterly advisory meetings. • Design and implement high-impact strategies like cost segregation, 1031 exchanges, and depreciation optimization. • Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization. • Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry. • Help strengthen and scale the firm's advisory offerings and elevate the firm’s technical standards. • Guide and mentor team members, fostering a culture of excellence and continuous professional growth.

Tax Manager/Senior Manager Location: Lansing, MI Job Description: The Tax Manager/Senior Manager will be responsible for leading complex tax engagements and managing workflows and deliverables. The Tax Manager is expected to communicate effectively both orally and in written form and be a licensed CPA. The Tax Manager/Senior Manager will oversee the preparation of complex tax returns and provide tax research and planning services to clients. The Tax Manager will work with others cooperatively and with respect, accept responsibility for their work and their actions and demonstrate full knowledge and understanding of procedures and programs essential to client service within the Tax department. *This position will be based out of our Lansing office. Hybrid work schedule or fully remote is available. Essential Functions: - Conduct and supervise larger engagements. - Complete financial statements, tax returns and special services within your area of expertise. - Review reports, statements and returns processed by administrative staff. - Review work papers, financial statements and tax returns before submission to Senior Manager or Principal for further review. - Plan engagements to achieve quality goals and reduce time required to perform an engagement. - Begin an active practice development program and look for opportunities to provide additional services to clients. Education, Experience, and Skills Required: - Bachelor's degree in accounting or business administration. - Licensed Certified Public Accountant - Minimum 4-7 years of Tax experience - Working knowledge of manual and automated accounting systems. - Well-developed financial analysis capabilities. - Excellent interpersonal skills: ability to get along well with diverse personalities, tactful, mature, and flexible.

Role Description We are currently looking for an Expatriate Tax Lawyer based in Portugal to collaborate with us on a freelance basis. The ideal candidate will have proven experience in tax advisory for expatriates, particularly Anglo-Saxon clients, and a strong understanding of international tax structuring. The ideal candidate should have in-depth knowledge of: - The Non-Habitual Resident (NHR) Regime in Portugal - Taxation of non-resident income - International tax optimization strategies for high-net-worth individuals Main Responsibilities: - Advise international (primarily English-speaking) clients on Portuguese tax strategies, with a focus on optimization and risk mitigation - Manage applications and procedures under the Non-Habitual Resident (NHR) Regime, ensuring full compliance - Analyze tax implications related to foreign-sourced income, capital gains, and passive income - Design tailored tax strategies aligned with each client’s global structure - Act as the main point of contact for expatriate clients, coordinating with immigration and mobility teams when necessary - Stay up to date with legislative developments at national and international levels affecting expatriate taxation Qualifications - Bachelor’s degree in Law, Economics, or Business Administration, with specialization in Taxation or International Taxation - Strong practical expertise in the Portuguese NHR Regime - Advanced English and Portuguese (C1 level or above), both written and spoken - Excellent communication skills and a client-oriented approach - Ability to manage client relationships independently - Spanish is a plus Requirements - Experience in international environments or firms focused on global mobility - Familiarity with tax management tools and related software - Knowledge of additional international tax regimes Benefits - Fully remote collaboration - Freelance contract - Structured internal support (intake, operations, coordination) - Opportunity to work with an international expatriate client base