Role Description The R&D Credit Tax Senior 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, and manage the work of Specialists. The primary responsibility for this role is to work on projects from beginning to completion, as well as establishing and maintaining client relationships. - Conduct fieldwork specific to consulting projects, which may include: - Visiting client locations - 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 findings - Assist in the procurement of business and address technical questions. - Create relevant marketing content. - Become an expert in a particular field of tax law and conduct research. - Read and study relevant tax material related to the specific line of business. - Manage various project tasks simultaneously and initiate internal communication regarding: - Status of tasks - Relevant technical issues discovered - Status of workload - Expected due dates - Oversee the work and mentorship of Specialists. Qualifications - Bachelor's degree. - Two to four years of experience with respect to conducting research credit studies. 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. Physical Requirements - Prolonged periods sitting at a desk and working on a computer. - Must be able to lift up to 15 pounds at times. Company Description An 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 that selection decisions be based on job-related factors.

• Overseeing the timely and accurate preparation of monthly, quarterly and annual indirect tax compliance obligations in the US, Canada and Latin America. • Delivering global accounting and reporting of indirect taxes for financial statement purposes, including reconciling and supporting any provision balances. • Assessing and mitigating indirect tax risks, providing recommendations for improvement and optimisation through the use of technology and automation to enhance efficiency and accuracy. • Driving collaboration across departments to enhance cross-functional understanding of indirect tax. • Diving into complex indirect tax technical matters to develop and implement solutions for critical business needs, drafting position papers and being a key point of contact for indirect tax matters within your scope of responsibility. • Supporting the development and implementation of indirect tax strategies that align with business objectives • Taking your continuous learning style to the next level as you plunge into the ever changing indirect tax developments around the world to help identify and address impacts to Canva.

• Develop high-quality and accurate tax content • Integrate the information into the TaxAct software • Research and implement fairly complex Federal and State tax laws into the software • Write or design “plain talk” interview questions for user guidance • Write and review test case scenarios for accuracy • Influence and communicate clearly within the team and across functions • Partner with forms developers and IRS/State agencies for timely certifications • Mentor newer tax analysts that join the team

Role Description Broadridge is seeking The Tax Product Owner who is responsible for defining, prioritizing, and delivering tax reporting and data migration capabilities in an Agile software development environment. This role serves as the primary business representative for a strategic initiative to migrate trading, account, and tax-lot data from the client’s in-house wealth management systems to the Broadridge tax platform that supports IRS tax reporting. The Tax Product Owner will work closely with Tax, Operations, Technology, Compliance, and vendor teams to ensure product requirements are clearly defined, business rules are accurately translated into user stories, and delivered solutions support compliant, accurate, and timely tax reporting. The ideal candidate brings a strong understanding of brokerage or wealth management tax reporting, securities and cost basis data, and Agile product ownership practices. Key Responsibilities - Product Ownership and Agile Delivery - Serve as the Product Owner for tax reporting and data migration workstreams within an Agile development environment. - Own and manage the product backlog for tax reporting, trading data migration, and vendor integration requirements. - Translate business needs, tax reporting rules, and operational requirements into clear epics, features, user stories, and acceptance criteria. - Prioritize backlog items based on business value, regulatory requirements, project milestones, and delivery risk. - Participate in Agile ceremonies including sprint planning, backlog refinement, daily standups, sprint reviews, and retrospectives. - Make timely business decisions and provide clarifications to development teams to support uninterrupted delivery. - Review completed work, validate outcomes against acceptance criteria, and formally accept or reject deliverables. - Tax Reporting and Data Migration Leadership - Lead business definition for migration of trading, account, customer, and tax-lot data from internal systems to the outsourced vendor platform used for IRS tax reporting. - Define requirements for source-to-target mapping, data conversion logic, business rules, and exception handling. - Ensure tax-sensitive data elements are accurately represented in the target solution, including: - Trade and settlement dates - Tax lots and acquisition dates - Cost basis and adjustments - Wash sales - Holding period classification - Corporate action impacts - Proceeds and gain/loss reporting attributes - Customer tax reporting data required for IRS forms - Partner with technical teams and vendor stakeholders to ensure data interfaces, transformations, and reporting outputs meet business expectations. - Stakeholder Management - Act as the key liaison among Tax, Operations, Compliance, Technology, Project Management, and external vendor teams. - Gather and align stakeholder input across business and technical teams to define scope and resolve competing priorities. - Communicate product vision, delivery roadmap, sprint priorities, and business impacts to stakeholders. - Escalate risks, blockers, and critical decisions affecting delivery timelines or tax reporting compliance. Qualifications - Bachelor’s degree in Accounting, Finance, Business, Information Systems, Data Analytics, or a related field. - 8+ years of experience in tax reporting, brokerage/wealth management operations, securities data analysis, data reconciliation, or financial systems conversion/migration. - Experience working with trading data, tax-lot data, cost basis data, or brokerage transaction reporting. - Strong knowledge of securities transaction lifecycle concepts, including trades, settlements, transfers, and corporate actions. - Understanding of IRS tax reporting requirements, particularly Form 1099-B, cost basis reporting, and covered vs. noncovered securities. - Advanced proficiency in Microsoft Excel, including pivots, lookups, formulas, filtering, and large-data analysis. - Experience using SQL to query, compare, and validate data across systems. - Strong analytical, reconciliation, and problem-solving skills with exceptional attention to detail. - Ability to investigate data discrepancies and perform root-cause analysis across multiple systems and data sources. - Strong written and verbal communication skills, including the ability to explain findings to technical and non-technical stakeholders. Benefits - Collaborative, engaging, and inclusive environment. - Commitment to providing a workplace that empowers associates to be authentic and bring their best to work. - Focus on safety, understanding, and valuing associates. Company Description Broadridge is dedicated to fostering a collaborative, engaging, and inclusive environment and is committed to providing equal employment opportunities to all associates and applicants for employment without regard to protected characteristics.