• 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.

Role Description Play a critical role in supporting the Tax Department, ensuring compliance with federal, state, local, and international tax regulations (NA/APAC). Responsibilities include: - Preparing and filing federal tax returns (e.g., 1120, 5471, 5472, 1118), calculating provisions for GILTI, FDII, BEAT. - Preparing and submitting state and local income and franchise tax returns, including supporting workpapers, schedules, and monitoring the tax calendar for deadlines. - Filing federal, state, and local tax estimates and extensions. - Preparing and filing monthly/quarterly sales and use tax, GST/HST/VAT, and commercial activity tax returns. - Assisting in the preparation of various foreign tax returns in collaboration with outside tax firms. - Managing responses to federal and state tax notices or audits, including compiling and reviewing supporting data and documentation. - Conducting research on tax compliance and planning matters to ensure adherence to regulations. - Interpreting financial statement data to prepare and review tax provision schedules for inclusion in financial statements. - Collaborating with internal teams (e.g., Accounting, Treasury) and external vendors to support cross-departmental projects as needed. Qualifications - Bachelor's degree in Accounting or Finance required. - Master's degree in Accounting, Taxation, or a related field is a plus. - CPA exams passed or in progress preferred. This position offers the opportunity to fulfill qualifying hours of experience toward obtaining a Michigan CPA license. Requirements - Strong understanding of tax and accounting principles (under IFRS and local GAAP is a plus). - Proficiency in Microsoft Excel (advanced Excel skills are a plus). - Experience with tax programs such as Checkpoint/Orbitax for research, OneSource for tax preparation, and PeopleSoft for accounting is a plus. - Highly detail-oriented and organized with strong analytical skills. - Ability to work both independently with minimal supervision and collaboratively within a team. - Strong communication skills to liaise with internal and external stakeholders effectively.