• Execute core tax operations workflows, including tax documentation (Forms W-8, W-9, and W-8IMY), intermediary allocations, withholding, and year-end information reporting (Forms 1099, 1042-S, and 8805) • Prepare, review, and reconcile tax withholding calculations and reporting to ensure accuracy and compliance • Investigate and resolve tax notices by gathering supporting documentation, researching issues, and coordinating with internal teams • Monitor reporting deadlines, identify exceptions, and escalate issues that may impact tax compliance or delivery timelines • Collaborate with tax, fund accounting, operations, engineering, and offshore teams to support day-to-day execution and continuously improve tax processes • Document procedures, assist with testing system enhancements, and identify opportunities to simplify, automate, and improve tax workflows

Role Description As a Real Estate Tax Advisor at our firm, you will primarily focus on tax planning and advisory services for real estate investors who own and manage properties and invest in real estate syndications. Generally, Senior Advisors will spend 50% of their time in direct client meetings via Zoom. Tax Advisors will also provide technical input on tax and accounting issues, research tax solutions, train less-experienced staff, and nurture client relationships. The most important characteristic of our Advisory team is our ability to deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and to provide practical steps for implementing our recommended strategies or positions (or minimizing their tax liability). This can include delivering complex information in a way the client can absorb and apply in practice. Our job is to build strong foundations of trust by delivering on our commitments, clearly and concisely. Team members who thrive at our firm have strong time-management skills, are self-starters, are adaptable, take pride in their work, and thrive in an autonomous environment. We measure our success by accuracy, clarity, and our ability to lead projects to completion. Having a passion for/or experience with tax planning and/or real estate investing is a strong plus. Annual Salary + Bonus Starting at: $110,000 Areas of Responsibility - Serve as the primary client contact, ensuring their best interests are represented, with up to 50% of time spent meeting with clients via Zoom. - Create and deliver tailored tax plans to clients, and update those plans periodically. - Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and reaching out proactively. - Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution. - Coordinate the client's tax preparation needs with the tax preparation team, and assist with client communication during tax season to ensure proposed strategies are implemented. - Remain updated on changes in tax laws and procedures. Measures for Success - Achieve an average of 9/10 on your Net Promoter Score surveys. - Delivering on your promises with clients and maintaining strong client relationships. - Participation in the expansion of the firm's technical knowledge through research and collaboration with internal teams. Expectations for Remote Work - Clean background with no noise or distractions. - Business casual attire for client interactions. - Always use video (80% of communication is non-verbal). - We provide a laptop and an annual $500 tech reimbursement for computer/tech accessories. Qualifications - CPA or EA Certification (CPA Preferred). - Bachelor's or Master's in Accounting or Tax from an accredited college or university. - Minimum of 5-7 years of real estate and small business tax compliance and/or planning experience. - Experience working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on time. - Experience performing tax projections and estimates using professional tax planning software (e.g., BNA Tax Planner, CCH Prosystem fx Planning, etc.). - Effective written and oral communication skills and strong interpersonal skills. Requirements - Preferred: Experience with partnership syndications, including knowledge of waterfall allocations and operating agreements. Benefits - Unlimited vacation and sick days. - Ongoing, engaging training. - Health insurance and 401(k) matching.

• Lead all aspects of the Company's worldwide tax function, including income tax compliance, tax accounting, indirect taxes, transfer pricing, tax planning, and tax risk management. • Own the quarterly and annual income tax provision under ASC 740, including deferred taxes, valuation allowances, uncertain tax positions, effective tax rate analysis, and financial statement disclosures. • Manage federal, state, local, and international tax compliance through external advisors while maintaining ownership of all tax filings and deadlines. • Develop the Company's commercial tax strategy supporting product launch, including indirect tax, state and local tax, inventory-related tax matters, distribution structures, and commercial contracting. • Partner with Commercial, Market Access, Supply Chain, Legal, Treasury, and Accounting regarding tax implications of pricing, rebates, chargebacks, royalties, distribution arrangements, licensing agreements, and other commercial transactions. • Lead transfer pricing strategy, documentation, and compliance supporting existing and future international operations. • Oversee R&D tax credits, orphan drug incentives, and other available tax incentives. • Support financing transactions, collaborations, licensing, business development, acquisitions, restructurings, and other strategic initiatives. • Serve as the primary contact for tax audits and partner with external auditors on tax accounting matters. • Develop scalable tax policies, SOX controls, documentation, and automation supporting a growing public company. • Monitor changes in tax legislation and advise executive management regarding business impacts.

Role Description The R&D Tax Credit Specialist will research tax issues, keep up to date on the latest changes in the tax law related to their area of specialization, conduct fieldwork from the local office or travel to client sites. The primary responsibility for this role is to support projects from beginning to completion, as well as establishing and maintaining client relationships. Responsibilities - Conduct fieldwork specific to consulting projects, which may include: - Visiting the client location - Touring client facilities - Holding and leading client calls - Investigating relevant facts - Analyzing accounting information - Preparing cost lead schedules and cost summary schedules - Completing appropriate tax computations - Preparing written reports summarizing the findings - Assist in the procurement of business. - Conduct research both in general and client specific. - Read and study relevant tax material related to the specific line of business. - Manage various project tasks at once. - Initiate internal communication regarding the status of tasks, relevant technical issues discovered, status of workload, and expected due dates. Requirements - Travel up to 20% - Excellent verbal and written communication skills - Basic understanding of income tax theory - Proficient in Microsoft Excel and other MS Office Suites - Proficient in basic tax concepts - Ability to work additional hours as needed and travel to various client sites Qualifications - Bachelor's degree - One+ years of experience with respect to conducting research credit studies Physical Requirements - Prolonged periods sitting at a desk and working on a computer - Must be able to lift up to 15 pounds at a time Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and selection decisions be based on job-related factors.