Role Description The Relocation Tax Specialist provides technical leadership to all clients who are being implemented to the Expense Management Processes, including decisions on transferee gross up benefits, ongoing communication of relevant payroll data, and management reporting of relocation program costs. The position coordinates all year-end payroll tax reconciliations and transferee reporting. In addition, the position is a subject matter expert for tax ramifications of client relocation programs. Position also partners with the CF Managers to implement efficiencies through automation of processes. For global clients, work with client’s tax provider or our internal compensation team to provide relevant global year-end and monthly data to support global payroll reporting. Essential Functions & Responsibilities - Provides Tax Leadership to Sirva relative to tax aspects of client relocation programs. - Responsible for the accurate calculation of gross ups and taxability reporting to clients. - Stays current on Tax Law changes and ensures that all CF payroll reporting is compliant and accurate. - Coordinates payroll tax reconciliations, true ups, and the timely issuance of RTR's for US. - Responds to queries from Sirva Associates, Clients, and Transferees regarding tax gross-up and financial reporting. - Coordinates and works with client’s tax partners and our own compensation team to report the global payroll information. - Responsible for auditing payroll reporting and financial reporting to clients. - Recommends changes to systems and training processes to improve accuracy, clarity, and efficiency. - Provides subject matter expert leadership to implement new clients. - Works directly with clients to provide expert guidance in deciding upon tax assistance options to achieve relocation reimbursement objectives. - Creates payroll and management reporting to meet Client needs. - Serves as key liaison with Sirva's IT department for special client needs such as interfaces into client’s systems. - Works directly with CF Manager and Analyst(s) to launch the Client into the CF Process. - Provides tax assistance training and support to CF Analysts and Associates in creating ad hoc reports as well as training on system-related topics. - Reviews results for data integrity, ensuring quality, clarity, and accuracy of presentation. - Partners with CF managers in driving efficiencies through the implementation of automation processes and standardization of invoicing and financial reporting to clients. - Provides leadership within Sirva’s tax reporting software. Qualifications - 3+ years of financial experience. - Bachelors Degree in Accounting or Finance required. - Strong written and verbal communication skills. - Knowledge of financial and auditing principles and guidelines. - Strong problem-solving and conflict resolution skills. - Strong organizational skills. - Ability to work successfully in a team and deadline-driven environment. - Strong customer service skills. - Global payroll experience preferred. Requirements - Position Title: Relocation Tax Specialist 2. - Salary Range: $61,000-$65,000 USD. Benefits - Comprehensive benefits package that includes Medical, Dental, Vision, 401(k), FSA/HSA, Employer HSA Match, Life & Disability Insurance, Paid Time Off, Volunteer Time Off, ID Theft Protection Plan and more. - Benefits are based on employment status and may not be available for temporary or non full-time employees. - Salary ranges may vary based on location, market conditions, and other factors such as experience and qualifications. - The final compensation will be determined during the hiring process based on these considerations. - For positions available outside the United States, salaries will take into account local currency and market conditions, which may differ from the USD salary range.

• Lead, coach, and develop a team of Virtual Tax Professionals • Foster a positive, high-performing virtual work environment • Manage daily operations, including staffing and productivity • Ensure timely and accurate tax return and client deliverables • Champion a client-first culture by resolving client concerns • Provide guidance on complex tax situations and quality review efforts • Support recruiting, interviewing, hiring, onboarding, and workforce planning • Identify and implement process improvements to enhance workflows

• Lead tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and related entities • Review complex federal, state, and local tax returns • Serve as a tax resource to wealth advisors by identifying tax planning opportunities • Research and analyze complex tax issues, prepare clear recommendations • Manage client engagements from planning through delivery • Build and maintain trusted client relationships • Collaborate with wealth management teams • Supervise, mentor, train, and review the work of tax professionals • Monitor relevant tax law developments

• Lead tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, closely held businesses, and related entities, including extensions, quarterly estimates, projections, and year-end planning; • Review complex federal, state, and local tax returns for accuracy, technical quality, planning opportunities, and compliance with applicable filing requirements; • Serve as a tax resource to wealth advisors by identifying tax planning opportunities that align with clients financial, estate, charitable, and investment objectives; • Research and analyze complex tax issues, prepare clear recommendations, and communicate technical conclusions to clients, advisors, and internal stakeholders; • Manage client engagements from planning through delivery, including workflow, deadlines, review processes, prioritization, and coordination with permanent and seasonal tax staff; • Build and maintain trusted client relationships by providing proactive communication, high-quality service, and timely responses to client and advisor inquiries; • Collaborate with wealth management teams to integrate strategic income tax, estate and gift tax, charitable giving, stock option, multi-state and retirement planning considerations into client recommendations. • Supervise, mentor, train, and review the work of tax professionals, including providing feedback, technical guidance, and support during busy season; • Assist Tax Leadership with developing internal tax education, process improvements, and practice standards that support consistent, high-quality client service; • Monitor relevant tax law developments and assist with communicating timely planning insights to advisors and clients through newsletters, presentations, social media, and other client communications.