Role Description We are seeking a motivated Associate – Tax Credits (R&D) to join our growing Tax Credits practice. This role is ideal for an early-career tax professional with 1–3 years of public accounting experience who is interested in developing specialized expertise in Research & Development (R&D) Tax Credits, accounting methods, cost recovery, and technical tax consulting. Working alongside experienced Managers and Partners, you will gain valuable exposure to sophisticated client engagements, technical tax research, and consulting projects while building the foundation for long-term career growth within a highly specialized practice. Key Responsibilities - Tax Credits & Technical Analysis - Assist in preparing federal and state R&D tax credit studies and supporting analyses. - Gather, organize, and analyze client financial and operational information to identify potential qualifying activities and expenditures. - Assist with documenting tax credit calculations and preparing supporting workpapers. - Research tax law, IRS guidance, and legislative developments affecting tax credit opportunities. - Support engagement teams with IRS examination responses and documentation requests. - Accounting Methods & Cost Recovery - Assist with accounting method reviews involving capitalization, depreciation, revenue recognition, and inventory accounting. - Support cost segregation and depreciation analyses. - Assist with preparation of Form 3115 (Application for Change in Accounting Method). - Perform technical tax research involving the Internal Revenue Code, Treasury Regulations, and other authoritative guidance. - Prepare draft technical memoranda and engagement documentation for manager review. - Client Service - Communicate professionally with clients to obtain information, answer questions, and provide timely updates. - Support Managers and Partners on tax planning and consulting engagements. - Assist with client deliverables while maintaining quality, organization, and attention to detail. - Manage multiple projects simultaneously while consistently meeting deadlines. - Team Collaboration - Collaborate closely with Managers, Senior Associates, and Partners on client engagements. - Participate in internal technical training and continuing education programs. - Contribute ideas that improve engagement efficiency and client service. - Continue developing technical expertise through mentorship and hands-on experience. Qualifications - Bachelor's degree in Accounting, Finance, or a related field. - 1–3 years of public accounting experience, preferably in tax. - Experience working in a public accounting firm. - CPA license or active progress toward CPA licensure strongly preferred. - Exposure to federal and state tax compliance and tax research. - Strong analytical, organizational, and problem-solving skills. - Experience using tax preparation software (CCH experience preferred but not required). - Proficiency with Microsoft Excel, Word, PowerPoint, and Adobe Acrobat. - Excellent written and verbal communication skills. Requirements - Master's degree in Taxation, Accounting, or a related field (preferred). - Exposure to R&D tax credits, accounting methods, cost recovery, or tax consulting (preferred). - Familiarity with Form 3115, cost segregation, or depreciation concepts (preferred). - Experience preparing technical research memoranda or supporting client consulting engagements (preferred). Benefits - Competitive salary plus performance bonus opportunities. - Comprehensive medical, dental, and vision insurance. - 401(k) with generous company match. - Self-managed Paid Time Off. - Paid holidays. - CPA exam support and continuing education reimbursement. - Ongoing technical training and mentorship. - Fully remote work environment. - Clear career progression to Senior Associate, Manager, and beyond.

• Contribute directly to the integrity of ERM’s indirect tax processes by supporting compliance • Strengthen documentation and enable informed business decisions • Reduce risk and improve data accuracy • Support audits and reporting across North America and beyond • Prepare and file indirect tax returns including sales & use tax, gross receipts tax, and similar filings • Assist with property tax returns, business license filings, and related compliance activities • Partner with senior team members on indirect tax audits by gathering data, preparing schedules, and coordinating responses • Conduct taxability research and document findings across various indirect tax areas • Provide indirect tax inputs to proposal and pricing teams • Maintain tax documentation, working papers, and internal process guidance • Prepare tax residency certificate requests (Form 8802) and track submissions • Compile and submit Census reporting (quarterly and annual) • Support estimated tax calculations (e.g., PBBIT) and tax payment processing • Maintain tax account reconciliations and rollforward schedules • Respond to internal stakeholder requests for financial and tax-related data • Perform periodic reviews to ensure completeness and accuracy of tax filings • Stay current on regulatory changes and proactively flag updates to the team

Role Description As a PwC’s Fixed-Term seasonal employee, you’ll join our Tax Compliance team to deliver exceptional tax services to high-net-worth individuals, helping them meet their financial planning and wealth transfer goals. In this role, you’ll apply your technical expertise and problem-solving skills while navigating the complexities of tax compliance in a dynamic and supportive environment. A Fixed-Term seasonal member works for a defined period (3-6 months at a time) at a specific level as part of an engagement team, serving clients across a variety of industries. This career option allows you to contribute meaningfully during key seasonal tax periods (Summer/Fall or Winter/Spring) of the year while maintaining time for other personal or professional pursuits. Fixed-Term seasonal employees may be invited to return for future engagements based on business needs and performance, supporting seamless client service and consistent team experience. Responsibilities - Providing personalized tax planning and compliance services to high-net-worth individuals and privately-owned businesses - Leading strategic tax advisory projects, leveraging skills and industry knowledge to deliver quality results - Navigating complex tax regulations to optimize client tax positions and strategies - Managing and coaching teams to solve complex tax-related challenges and drive project success - Applying systems thinking to identify underlying tax problems and opportunities for clients - Crafting and conveying clear, impactful messages that tell a holistic story to clients - Validating outcomes with clients, sharing alternative perspectives, and acting on client feedback - Directing teams through complex situations, demonstrating composure and sound judgment - Developing and sustaining high-performing, diverse, and inclusive teams within the tax services domain - Initiating open and honest coaching conversations to enhance team effectiveness and growth Qualifications - At least a Bachelor's degree - At least 6 years of experience - At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Requirements - Demonstrating advanced skills in tax compliance and consulting - Excelling in strategic planning and analytical thinking - Possessing experience in corporate tax planning and direct tax - Utilizing expertise in partnership tax and wealth structuring - Leading teams through complex tax legislation and compliance - Crafting impactful messages that tell a holistic story - Applying systems thinking to identify opportunities and challenges Benefits - Medical, dental, and vision insurance - 401k plan - Holiday pay - Vacation - Personal and family sick leave - Annual discretionary bonus

Role Description The Seasonal Tax Analyst Programmer is responsible for developing high-quality and accurate tax content and integrating the information into the TaxAct software. The person in this role has a tax background with tax development experience, while having a positive influence on other team members. - Research and implement fairly complex Federal and State tax laws into the tax software - Write or design “plain talk” interview questions to help users confidently complete their tax return - Write and review test case scenarios to ensure the tax calculations implemented are accurate - Provide influence and clear communication within the team and across cross-functional teams/functions/business units - Partner closely with the forms developers and IRS/State agencies to ensure timely certifications for forms and e-file - Basic understanding of the tax industry and/or suite of TaxAct products - Interact respectfully within the team - Help test other team members' work for accuracy - Mentor for newer tax analysts that join the team - Deep customer focus, providing enhancements that will be helpful to the customer experience - Other duties as assigned Qualifications - BS/BA in Business Accounting or equivalent related experience - 2+ years working in federal and state taxation, preferably in multiple tax categories: Individual, business, non-profit, estates and trusts, etc. - Effective interpersonal skills, which translates into the ability to partner for commitment and action, communication, as well as listening - Ability to multi-task and meet deadlines - Attention to detail and accuracy - Working knowledge of Excel, Word, and PowerPoint - CPA or EA certification a plus - Knowledge or experience working in an Agile/Scrum team environment a plus Benefits - Supportive, open, and inclusive atmosphere - Team that values your contributions Company Description At Taxwell, we believe our work benefits from the diverse perspectives of our employees. Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law. If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.