• Cultivate and manage relationships with principals, serving as a trusted advisor. • Act as a key point of contact on principal tax-related matters. • Oversee and coordinate electronic filing (e-filing) of tax returns and extensions. • Review, assemble, and validate tax documents ensuring accuracy and completeness. • Direct processes for maintaining client records, both digital and physical. • Design, implement, and manage workflows to support tax operations. • Lead initiatives and special projects that improve service delivery.

• Management of direct tax projects (IRPJ and CSLL) with a focus on compliance, tax planning, utilization of tax incentives and corporate restructurings. • Technical leadership of the team. • Interaction with clients and partners. • Financial management of projects and commercial initiatives. • Technical training of the team and promotion of development and excellence in IRPJ and CSLL reviews, and in the bookkeeping/review of ECF and ECD.

• Manage the sales tax process including preparing returns, analyzing taxability, and staying current with tax law changes. • Prepare other regulatory filings (e.g., property tax returns, governmental surveys, FBARs). • Assist in the preparation, review, and mailing of federal, state, and local income tax returns, ensuring accuracy and timeliness. • Assist in the preparation of quarterly and annual tax provision calculations in accordance with ASC 740. • Maintain and update tax records and documentation to ensure compliance with all applicable regulations. • Conduct research on tax laws and regulations to provide guidance on tax implications for various business transactions. • Assist in developing and executing tax strategies aligned with the company’s financial and business objectives. • Assist in the preparation of responses to tax audits and inquiries from tax authorities. • Assist in the preparation of tax-related disclosures for financial statements and regulatory filings. • Collaborate with internal and external auditors to ensure accurate and comprehensive tax reporting. • Work closely with finance, accounting, and legal teams to ensure alignment on tax-related matters. • Stay current on changes in tax laws and regulations to ensure compliance and identify opportunities for improvement. • Recommend and implement process improvements to enhance the efficiency and effectiveness of the tax function.

• Preparation and/or review of more complex federal and state income tax returns. • Preparation of more complex consolidated book-tax differences for tax compliance. • Support or manage various tax audits or appeals. • Respond to all manners of tax notices. • Engage and contribute to department projects or initiatives. • Mentor and develop tax analysts.