• Serve as the technical reference for indirect taxes, including ICMS, IPI, PIS, COFINS, ISS and withholding taxes. • Configure and maintain tax settings within ERP systems, ensuring compliance with applicable tax legislation. • Lead and support system implementations, enhancements and User Acceptance Testing (UAT). • Validate tax rules related to electronic documents, including NF-e, NFS-e and CT-e. • Support initiatives to implement, update and optimize ERP and tax systems. • Act as a liaison between IT, Accounting, Operations and external consulting firms. • Assess the impact of legislative changes on systems and business processes. • Support internal and external audits.

• Collaborate with the National Tax Office team to perform technical tax research and analyses of domestic federal tax issues from CBIZ client engagement teams throughout the country, with an emphasis in C corporation income tax matters • Lead the development and maintenance of practice aids, toolkits, and practical approaches that respond to industry and federal tax developments in a variety of subject matter areas, with an emphasis in C corporation income tax matters • Recognize business opportunities for our clients and for CBIZ, and participate in practice development activities that lead to the generation of new business and opportunities for cross-serves • Utilize reading and writing skills as a contributing editor for the development of internal and external thought leadership publications • Participate in internal and external thought leadership webinars • Liaise with professionals in various tax technical groups to assist with the flow of knowledge to and from these groups • Participate in the development, management, evaluation, and distribution of specified policies and procedures, and assist with annual “tax quality review” processes for selected offices • Participate in the production and delivery (including classroom instruction) of CBIZ Tax National Training programs • Drive a team environment, demonstrate support of management decisions and build a positive culture • Additional responsibilities as assigned

• Lead a remote team of Tax Experts delivering high-quality tax preparation and video consultations to customers of april's partners, including high-net-worth and small business clients. • Oversee daily tax practice operations, including capacity management, productivity, funnel performance, customer escalations and adherence to SLAs • Drive team performance to consistently meet or exceed KPI targets for customer satisfaction, service quality, and productivity • Build a productive, high-energy, and supportive team culture that aligns with april’s values • Develop systems and workflows to drive consistency, compliance, and efficiency • Act as the voice of the customer—surfacing pain points, team insights, and opportunities for improvement to product, engineering, and operations teams • Collaborate cross-functionally to test, launch and improve products, services, and expert tools

• Serve as a senior leader within the Unclaimed Property practice group with opportunity to succeed into practice leader role • Assist leadership with identifying growth opportunities and contribute to the strategic direction of the practice • Participate in networking events, conferences, webinars, speaking opportunities, and other thought leadership initiatives. • Development of abandoned and unclaimed property (“AUP”) thought leadership including marketing materials, articles, presentations, and client alerts. • Build and maintain relationships with existing and prospective clients, external legal counsel, private equity groups, or other referral sources. • Collaboration with CBIZ practice office teams to assist with client AUP issues • Management of large unclaimed property projects spanning multiple years (i.e., voluntary disclosures and audit controversy), including preparation/review of engagement deliverables (such as research, analysis conclusions, memoranda, working papers, etc.) • Management of annual compliance process (including review of annual reports, management of due diligence process, monitoring legislative updates, communications with clients, etc.) • Supervision of consulting and compliance team personnel, including mentoring and development. • Responsible for personnel management activities, including scheduling, training, recruiting, etc. • Responsible for client management and administration such as budgets, monthly billing, collections, financial performance, etc. • Excels in creative problem solving, critical thinking, and professional writing • Fosters a team environment; demonstrates support of management decisions and build a positive culture • Maintains and complies with the highest degree of professional standards, client confidentiality and personal conduct • Ability to multi-task, manage deadlines, prioritize tasks as necessary, think independently and problem solve in a results driven team oriented environment • Demonstrate ability to professionally communicate verbally and in writing both internally within CBIZ and externally with clients