Role Description - Provide authoritative advice on challenging tax matters - Lead review and quality control on intricate tax returns to ensure accuracy, compliance, and optimal tax positions - Serve as the primary technical resource for the tax team - Delve into complex tax topics as you research and apply authoritative advice on nuanced tax subjects - Serve as the team lead for 2-4 tax associates - Meet with high-profile/complex clients - Assist with developing and designing tax models based on current regulations and tax strategies - Assess and validate current tax software - Develop best practices Qualifications - CPA with 7+ years of relevant experience with S-Corporations, and Individuals including HNWIs in professional services, technology, real estate, and financial services - At least 2 years of experience managing and mentoring a small team of tax preparers - Bachelor’s or Master’s degree in Accounting or Taxation - Deep knowledge of federal tax law, including pass-throughs and corporations - Tech-savvy and process-oriented—comfortable optimizing workflows - Ability to distill complex tax issues into clear, actionable advice - Experience with 1120s, trusts, estates, and gift tax planning - Familiarity with private equity and venture capital clients - Excellent written and verbal communication skills Requirements - Professional Must Haves: Benefits - Small, collaborative team where your voice matters - Entrepreneurial, fast-paced culture with strong values - 100% remote with flexible hours - Opportunity to shape how modern tax services are delivered - Competitive compensation and benefits

• Review accounting records, prepare adjusting entries, and assemble complete workpaper files • Prepare tax returns (1065, 1040, 1041) • Prepare tax projections • Perform tax research as needed to address issues encountered in preparation process • Maintain active communications with co-workers • Perform all work in compliance with the Company’s policies and procedures • Follow prescribed procedures, rules and laws while being mindful of ways to streamline and enhance processes and workflow

• Assess and map tax risks across multiple jurisdictions. • Maintain a group tax risk register and brief CLO/CFO regularly. • Monitor BEPS, ATAD, DAC6, FATCA/CRS and local legislative changes. • Advise on restructurings, new market entries, and ownership changes. • Develop and maintain a defensible transfer pricing framework. • Prepare Master File, Local Files, and CbCR documentation. • Review and align intercompany agreements. • Defend positions in audits and manage MAP procedures. • Advise on VAT/GST for financial and technology products. • Analyze place-of-supply rules for digital services. • Oversee VAT registrations and filings in EU, UK, UAE. • Evaluate VAT implications of new products and business models. • Assess withholding tax on dividend flows and treaty relief. • Optimize holding structures considering substance requirements. • Model cash extraction strategies (fees, royalties, loans). • Advise on shareholder loans and convertible instruments. • Coordinate tax filing calendars across jurisdictions. • Review returns and challenge external advisers where needed. • Support audits (IAS 12/IFRS disclosures). • Maintain group tax policy and effective tax rate models. • Align tax positions with licensing and capital requirements. • Advise CLO on new regulatory obligations. • Support corporate finance and BD in structuring partnerships.

Role Description HR Path is seeking a highly detail-oriented Tax Compliance Specialist to support federal, state, and local tax compliance activities. This is a hands-on individual contributor role focused on tax filings, tax remittances, agency registrations, reconciliations, and resolution of tax notices. The ideal candidate will have strong experience preparing and filing tax returns, remitting taxes to agencies, researching and resolving tax issues, maintaining tax accounts, and working directly within state and local tax portals. This role is not a management position and does not include payroll processing responsibilities. We are seeking a tax professional who is comfortable performing day-to-day compliance activities and ensuring filings are completed accurately and on time. Candidates local to Atlanta who can work in the office occasionally are preferred, but remote candidates will also be considered. Key Responsibilities - Prepare, review, and file federal, state, and local tax returns accurately and on time - Process tax payments and remittances through agency websites and electronic filing systems - Perform manual tax filings when required by federal, state, or local tax agencies - Pull, validate, and analyze tax data from internal systems to support filing and compliance activities - Reconcile tax liabilities, payments, filings, and agency balances - Research and resolve tax notices, inquiries, discrepancies, and agency correspondence - Maintain tax filing calendars and ensure compliance with all filing deadlines - Update and maintain tax rates, filing frequencies, account information, and agency records - Register businesses with federal, state, and local tax agencies as needed - Work directly with tax agency portals to manage filings, payments, and account maintenance - Review source data and supporting documentation to ensure filing accuracy - Document tax processes and recommend efficiency improvements where appropriate - Support audits and provide requested tax documentation when needed - Maintain detailed compliance records and tax filing documentation Qualifications - 3–5+ years of hands-on federal, state, and local tax compliance experience - Demonstrated experience preparing and filing tax returns - Experience processing tax remittances and payments through agency websites and tax portals - Experience performing manual tax filings in addition to automated filing processes - Strong experience researching and resolving tax notices and agency correspondence - Experience reconciling tax liabilities, payments, filings, and balances - Ability to independently manage multiple filing deadlines and priorities - Strong analytical and problem-solving skills - Exceptional attention to detail and accuracy - Strong written and verbal communication skills - Proficiency with Microsoft Excel and Microsoft Office applications Preferred Qualifications - Experience working with tax compliance software and electronic filing platforms - Experience registering entities with federal, state, and local tax agencies - Experience supporting multi-state tax compliance - SAP experience preferred Work Location - Remote or Atlanta, GA - Candidates local to the Atlanta area are preferred but not required Benefits - A highly stimulating and fulfilling work environment with international development - Rapid career growth with numerous opportunities for development (horizontal & vertical): international mobility, training, and certification - A good work-life balance with telecommuting possibilities - Investment in the development of our employees; quarterly team events, annual seminar etc. - We are Happy at Work certified and continue to listen to our employees. If you value a culture that respects diversity, individual courage, integrity, excellence and encourages team collaboration, HR Path is the place for you.