• Review and analyze client tax and revenue data to prepare accurate returns. • Prepare supporting workpapers and reconcile client ledgers to imported tax data. • Facilitate and process state and local tax filings—both paper and online—and ensure timely payments. • Communicate with clients throughout the tax preparation process and act as a client representative with applicable agencies as needed. • Maintain strong client relationships to support repeat business and referrals. • Process business renewal applications and exemption certifications.

Role Description We currently have an exciting career opportunity for a Tax Manager to join our Transaction Advisory Services practice in one of our offices! This position will support our rapidly growing Transaction Advisory Services group. This team conducts tax due diligence and tax transaction structuring/modeling engagements and supports clients across a wide range of industries. As a Tax Manager, you will work collaboratively with the TAS Tax practice leader to manage private equity and strategic buyer/seller engagements on a full spectrum of middle-market acquisition and disposition transactions, including: - Tax due diligence reviews - Transaction structuring - Research - Post-transaction planning and implementation/coordination Qualifications - A bachelor’s degree in accounting or finance - 4+ years of tax experience in tax preparation and/or review, and/or prior TAS Tax experience - CPA, MST, JD, LLM a plus - Strong technical knowledge of C corporation, Subchapter S Corporation, and partnership taxation issues - Experience with non-income taxes, including sales taxes, employment taxes, property taxes, and escheat/unclaimed property - Excellent analytical and problem-solving skills - Strong written and verbal communication and presentation skills - Strong project management skills with the ability to work on multiple projects simultaneously in a team-oriented environment - Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time with high quality Requirements - Manage buy-side and sell-side tax due diligence engagements for private equity and strategic corporate buyers - Identify potential state income and non-income tax exposures in tax due diligence engagements - Analyze proposed acquisition, sale, and restructuring transactions - Perform quantitative analyses to model and assess the tax consequences of specific transactions - Identify value-adding post-transaction planning opportunities and projects - Manage and mentor other TAS Tax staff members Benefits - Generous PTO - Flexible work environment - Expanded parental leave - Extensive learning & development - Paid time off for employees to volunteer

• Preparing and filing basic to advanced-level Federal and State tax returns in a timely manner • Maintaining open communication with internal Supervisors, Managers, and Principals for quality assurance and workflows • Working in a team environment to assist in all phases of engagement

Role Description We are looking for an experienced Senior Tax Manager to support a diverse client base with complex tax planning, preparation, and advisory needs. This role focuses heavily on high-net-worth individuals, closely held businesses, family-owned companies, real estate holdings, charitable entities, and related corporate structures. It is an excellent opportunity for a senior tax professional who enjoys complex client work, strategic planning, technical research, and mentoring junior team members. The firm offers a collaborative environment with both accounting and legal professionals, creating a strong platform for solving sophisticated tax matters and supporting long-term client relationships. - Manage and oversee the preparation and filing of individual and corporate tax returns - Develop and implement tax planning strategies to help minimize client tax liabilities - Conduct tax research and stay current on tax laws, regulations, and planning opportunities - Review and analyze financial data for accuracy, completeness, and tax reporting purposes - Advise clients on tax-related matters, planning strategies, and compliance requirements - Supervise, train, and mentor junior tax associates - Communicate with clients, tax authorities, internal team members, and other stakeholders - Manage client relationships with professionalism, responsiveness, and strong technical guidance - Work with a diverse client base that may include high-net-worth individuals, family businesses, real estate holdings, charitable entities, and closely held companies Qualifications - Bachelor's or Master's degree in Accounting, Finance, or a related field - Active CPA required - Minimum of 7 years of experience in individual and corporate tax - Strong technical knowledge of tax preparation, planning, compliance, and research - Experience working with high-net-worth individuals and closely held businesses preferred - Ability to manage complex tax engagements and client relationships - Strong written and verbal communication skills - Ability to work independently and collaboratively with a team - Strong organizational skills and attention to detail - Proficiency with tax preparation software and related accounting tools - Professional, client-focused, and solutions-oriented approach Benefits - Competitive compensation based on experience - Professional development and mentorship opportunities - Exposure to complex high-net-worth and corporate tax matters - Collaborative team environment - Modern tax and accounting technology - Long-standing and diverse client base - Opportunity to grow within an established firm