• Drive corporate income tax matters across the Americas region, including corporate income tax compliance, reporting, and planning activities. • Drive change in existing processes including use of AI in income tax compliance and reporting • Coordinate with internal teams and external advisors to support tax return preparation and filings. • Monitor tax law changes and assist in assessing impacts. • Manage tax audits and inquiries. • Analyze key US, Canadian and Latin America tax drivers and provide insights. • Partner with finance and legal teams on tax-related matters. • Support key tax planning initiatives and process improvements. • Prepare US, Canadian and Latin America components of the quarterly and annual income tax provision under IAS 12 / ASC 740. • Assist with reconciliations, disclosures, and reporting schedules. • Support cash tax forecasts and tax budgeting processes. • Assist with international tax matters including Country-By-Country reporting, Pillar 2, and international tax treaty analysis.

• As a Manager within the Global Information Reporting Services practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of international tax transparency, transforming Private Equity processes • Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships • Provide advisory services to financial institutions regarding 1099 requirements • Coordinate international teams, across CRS participating jurisdictions, to assist financial institutions with their compliance efforts with these rules • Build relationships with clients, and manage engagement workflows, while supervising tax associates and customer service specialists • Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, and Chapter 3 requirements • Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing • Participate in trainings and educate tax associates on the impacts of these regulations • Additional responsibilities as assigned **

• Prepare tax returns in high quantity including 1040 individual tax returns, amended returns, and state returns. • Communicate with clients regularly telephonically or via email to respond to client inquiries and provide case status updates. • Collect and review client documents and ensure they are properly filed in the client’s case file. • Collaborate regularly with various Optima teams to deliver key components for Optima’s services, including bringing clients to compliance with past due returns. • Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).

• Write code, owning end to end features as part of large, crucial products on our roadmap • Work collaboratively with your core team on solution design, implementation details, and operational excellence • Execute on new ideas that will enable us to build products that can more effectively adapt to fluid or ambiguous business needs