Tax compliance representative jobs near me - 180 jobs

Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world's largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team What you'll do We are seeking a dynamic Indirect Tax Enablement Specialist to join our team and drive user success and internal strategy implementation. This role will provide real-time hands-on support to enable team missions, while simultaneously leveraging these experiences to design proactive solutions that enhance future user and/or team enablement. The ideal candidate will create and deliver engaging, effective enablement materials and programs that empower our users and internal teams to maximize the value of our products and services, both in the moment and through strategic, forward-thinking initiatives. Responsibilities Provide real-time support to teams during critical moments - either due to bandwidth, or strategic initiatives where enablement solutions are needed like such as onboarding, support experience, and/or product enhancements Analyze support experiences to identify patterns and opportunities for proactive enablement solutions Collaborate with stakeholders to identify immediate and long-term enablement needs, objectives, and desired outcomes for both users and internal teams Design, develop, and execute comprehensive enablement programs, curricula, and materials for various delivery methods (e.g., in-person, virtual, self-paced, blended) Create engaging and interactive content tailored to address current knowledge gaps and anticipate future needs, promoting user adoption and team efficiency Incorporate adult learning principles and instructional design methodologies to ensure optimal learning outcomes and user empowerment Develop and implement assessments to measure the effectiveness of real-time support and proactive enablement programs Work closely with tax advisory SMEs, product and operations teams as well as to ensure accuracy and relevance of content for both immediate and future needs Adapt existing materials to suit different learning styles and audience needs, focusing on user enablement and internal strategy alignment Ensure all enablement materials align with company branding and style guidelines while maintaining accuracy and effectiveness Track and report on user adoption rates, enablement program completion rates, and overall effectiveness of both real-time and proactive initiatives Continuously improve enablement strategies based on user feedback, support experiences, and data-driven insights Who you are We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. Minimum requirements 3+ years of experience in designing, developing, and executing enablement or learning programs Strong understanding of adult learning principles and their application in user enablement Excellent written and verbal communication skills, with the ability to explain complex concepts clearly to diverse audiences Strong project management and organizational abilities Creativity and innovation in developing engaging learning experiences that drive user adoption Ability to work independently and collaboratively in a fast-paced environment Proven track record of successfully executing enablement programs that positively impact user success and internal strategy implementation Preferred qualifications Experience in SaaS or technology-focused enablement roles Familiarity with data analytics and reporting for enablement metrics Knowledge of gamification principles in learning design applied to user enablement Experience in a corporate learning and development environment, preferably with exposure to product adoption and user success initiatives Proficiency in learning management systems (LMS) and e-learning authoring tools (e.g., Articulate Storyline, Adobe Captivate)

About Remote Remote is solving modern organizations' biggest challenge - navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work!What this job can offer you Remote is looking for a Payroll Tax Analyst to assist with the setup and launch of our expanded US Tax Operations services. This is an exciting opportunity to build and scale a new business line from the ground up. Our goal is to simplify the complexity of people processes, enabling modern businesses to expand and thrive, and through that, help define the future of work. Most importantly, you will have the chance to make a personal difference in the HR tech industry and contribute to Remote's success as the #1 HR platform for global businesses. Key Responsibilities Tax Operations & Account Management: Manage payroll-related state tax registrations and account maintenance, including employment tax and workers' compensation accounts, with federal and state tax agencies to support employer onboarding and ongoing compliance. Perform daily tax-related operations, including tax filing, account setup, and issue resolution with government tax authorities. Provide constructive feedback to internal teams and government agencies to ensure accurate and timely tax registrations and account maintenance. Review and resolve inbound escalations related to tax issues, such as registration errors, registration challenges, and agency communications. Must have U.S. payroll experience to understand compliance requirements in a PEO environment. Strategic Tax Planning & Process Improvement: Develop and execute tax operations strategies that streamline registration processes and tax filings. Identify opportunities for process improvements in tax registration workflows, ensuring efficiency and accuracy. Collaborate with R&D to automate tax registration and reporting processes, improving customer onboarding efficiency. Compliance & Tax Quality Assurance: Ensure compliance with federal, state, and local tax regulations, including timely and accurate tax registrations and submissions. Establish and maintain high-quality assurance standards for tax-related operations, ensuring accuracy in tax data and reporting. Stakeholder Communication & Reporting: Serve as the primary point of contact for federal and state tax agencies, ensuring effective communication, prompt issue resolution, and maintaining strong agency relationships. Communicate agency tax-related updates and insights with internal stakeholders, generating reports on tax filings, registration status, and compliance metrics. Utilize internal software tools to analyze customer tax data, providing necessary insights to sales teams for tax-related aspects of customer proposals and engagements. Requirements Experience: Proven experience in supervising operations, ideally in a payroll or similar environment. Strong project management skills with a track record of leading cross-functional initiatives. Skills: Excellent organizational and problem-solving skills. Strong leadership and team-building abilities. High level of comfort with technology and ability to work in a fast-paced, remote environment. Outstanding communication skills, both written and verbal. Other: Ability to work autonomously and make decisions with minimal supervision. Passion for building new business lines and driving growth. Fluent in English; additional languages are a plus. Experience working remotely is preferred but not required. Ability to work U.S. hours (flexibility for Pacific time zone - PST + Eastern standard time - EST) Application process Interview with recruiter Interview with team members (no managers present) Interview with future manager Interview with General Manager (PEO) Interview with VP of Tax Bar Raiser Interview Prior employment verification check #LI-DNP Remote's Total Rewards philosophy is to ensure fair, unbiased compensation and fair equity pay along with competitive benefits in all locations in which we operate. We do not agree to or encourage cheap-labor practices and therefore we ensure to pay above in-location rates. We hope to inspire other companies to support global talent-hiring and bring local wealth to developing countries. At first glance our salary bands seem quite wide - here is some context. At Remote we have international operations and a globally distributed workforce. We use geo ranges to consider geographic pay differentials as part of our global compensation strategy to remain competitive in various markets while we hiring globally. Our salary ranges are determined by role, level and location, and our job titles may span more than one career level. The actual base pay for the successful candidate in this role is dependent upon many factors such as location, transferable or job-related skills, work experience, relevant training, business needs, and market demands. The base salary range may be subject to change. At Remote, we foster internal mobility as a key element of our culture of employee growth and development, supported by a compensation philosophy that guarantees pay equity and fairness. Therefore, all compensation changes associated with an internal move will be reviewed by the Total Rewards & People Enablement team on a case by case basis. The annual salary range for this full-time position is$37,350-$105,100 USDBenefits Our full benefits & perks are explained in our handbook at remote.com/r/benefits. As a global company, each country works differently, but some benefits/perks are for all Remoters: work from anywhere flexible paid time off flexible working hours (we are async) 16 weeks paid parental leave mental health support services stock options learning budget home office budget & IT equipment budget for local in-person social events or co-working spaces How you'll plan your day (and life) We work async at Remote which means you can plan your schedule around your life (and not around meetings). Read more at remote.com/async. You will be empowered to take ownership and be proactive. When in doubt you will default to action instead of waiting. Your life-work balance is important and you will be encouraged to put yourself and your family first, and fit work around your needs. If that sounds like something you want, apply now! How to apply Please fill out the form below and upload your CV with a PDF format. We kindly ask you to submit your application and CV in English, as this is the standardised language we use here at Remote. If you don't have an up to date CV but you are still interested in talking to us, please feel free to add a copy of your LinkedIn profile instead. We will ask you to voluntarily tell us your pronouns at interview stage, and you will have the option to answer our anonymous demographic questionnaire when you apply below. As an equal employment opportunity employer it's important to us that our workforce reflects people of all backgrounds, identities, and experiences and this data will help us to stay accountable. We thank you for providing this data, if you chose to. Please note we accept applications on an ongoing basis.

Job Description Prepares and files tax returns. Analyzes and reconciles accounts. Prepares and annotates variance reports. Performs research to understand the accounting consequences of alternative approaches. Role requires a thorough knowledge of accounting and finance principles, understanding of various federal, state, and local taxes, and excellent communication skills. Must be proficient in the use of Microsoft Excel and have strong data organization and analysis skills. Should possess strong organizational and time management skills. Experience: 2-5 Years This is a remote position. About Us AHU Technologies INC. is an IT consulting and permanent staffing firm that meets and exceeds the evolving IT service needs of leading corporations within the United States. We have been providing IT solutions to customers from different industry sectors, helping them control costs and release internal resources to focus on strategic issues. AHU Technologies INC. was co-founded by visionary young techno-commercial entrepreneurs who remain as our principal consultants. Maintaining working relationships with a cadre of other highly skilled independent consultants, we have a growing number of resources available for development projects. We are currently working on Various projects such as media entertainment, ERP Solutions, data warehousing, Web Applications, Telecommunications and medical to our clients all over the world.

VTekis Consulting LLC provides complete solutions for Staff Agumentation, Recruitment Process Outsourcing, Contract Hiring, Direct Hire and Outsourced Solutions. Our goal is to deliver quality professional services to our clients not just to find someone to do a job, we match the right professional for your staffing needs and earning confidence through the proper assignment of people. This alignment of people and companies allows us to create opportunity. Most importantly, We don't consider the process complete until we find the perfect fit. Job Description Qualifications -8+ years in employment/payroll tax for large multi‑state organizations. Background in advisory firms (e.g., Deloitte, PNC) or shared services preferred. Proven experience communicating with government/tax agencies. Strong ability to work autonomously and interpret operational risk. Role Expectations Not a payroll processing position; not embedded in daily operations. Requires an operator mindset: someone who has executed this work hands‑on (not purely advisory). Will virtually shadow NA operations to understand workflow, then independently resolve open items and suggest long-term improvements. Reports primarily to Angela, with occasional direction from Jen, and collaborates with a governance/compliance team member. Regards, Mohammed ilyas, PH - ************ or Text - ************ or you can share the updated resume at Mohammed@vtekis. com Additional Information All your information will be kept confidential according to EEO guidelines.

Department Tax Advisory Employment Type Full Time Location Remote Workplace type Fully remote Compensation $70,000 - $100,000 / year Key Responsibilities Skills, Knowledge and Expertise Benefits About Tax Alchemy Tax Alchemy is a premier tax strategy firm specializing in helping business owners and real estate investors significantly reduce their tax burdens. With tax-saving strategies tailored to each client, Tax Alchemy ensures entrepreneurs and high-income individuals are in full control of their financial growth.

At Stewart, we know that success begins with great people. As a Stewart employee, you'll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that enable success, and creating a better home for all. You will be part of an inclusive work environment that reflects the customers we serve. You'll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company. Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about. More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle Job Description Job Summary Engages in data entry and system maintenance to support timely and accurate information within the database. Responsible for the entry of raw data and subsequent translation into valuable information to be utilized in assessing ongoing business performance and to support decision making. Job Responsibilities Review details of documents to ensure required data for processing order/data is complete. Establish data naming standards and consistent data definitions to improve overall data quality. Ability to accurately and timely process data in high volumes. Performs a wide range of support functions to assist in departmental processes Follows clearly defined procedures to complete daily tasks and responsibilities Uses existing procedures to solve straightforward problems without the consistent need to exercise discretion Uses basic communication skills to address internal and/or external clients and/or team members Individual contributor working under direct supervision with little autonomy Performs all other duties as assigned by management Education High school diploma required; Bachelor's preferred Experience Typically requires 0-2 years of related work experience Equal Employment Opportunity Employer Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at *******************. Benefits Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts.

About Stoel Rives and the Corporate Team Our Corporate team consists of over 70 lawyers who focus on all areas of corporate law representing both public and private entities at all stages of formation and growth. Our clients are engaged in energy production and distribution, agribusiness, healthcare, computer technology, life sciences solutions, aerospace technology, timber and forest products, mining, retail and manufacturing. We develop a deep understanding of the strategic objectives of these businesses to enhance our ability to plan and execute transactions for our clients. The variety of industries reflects the diversity of public and private companies launching, growing and operating across our footprint. The Tax group at Stoel Rives LLP helps to guide clients through the increasingly complex maze of tax matters. Our tax group offers a full range of advice and strategic counsel on the tax implications of complex business transactions. We also have an active tax controversy practice, including state and local tax controversy matters throughout the region. If you are interested in working with a group of collaborative, hard-working, and dedicated lawyers and staff, this is the place for you. Role Overview We are seeking to add an associate with 3-5 years' experience to our dynamic practice in the Pacific Northwest. Skills Needed to Be Effective in This Role We pride ourselves in forming diverse teams with a wide array of interpersonal and professional attributes. We don't expect any one person to embody all these skills, but the below serves to describe our ideal team player. If you have many of these skills, and are enthusiastic to learn, we encourage you to apply. Candidates should have 3-5 years of experience handling federal tax matters including both transactional and tax controversy matters. Familiarity with renewable energy financing transactions is strongly preferred. Candidates should also have experience with mergers and acquisitions, debt and equity financing, fund formations, and other corporate finance transactions and general tax issues; Ability to manage multiple projects in collaboration with our partners and senior associates; Excellent written and oral communication skills; Good judgment, responsiveness, and perseverance; Strong intellectual curiosity; Self-motivation; A commitment to client service and team success; and JD from an accredited university. Stoel Rives: Part of Our Team A broader question you may have is, “How will this position enhance my legal skills and career trajectory?” At Stoel Rives, we offer a unique lateral integration program and core competency model that are designed to provide a roadmap of the practical skills, abilities, and client service techniques our lawyers need to succeed and progress at the firm. We also established a New Lawyer Integration Program that has deepened our relationships and connections with our new lawyers, while providing them with the mentoring, resources, and information necessary for success. How You Will Live Life Well at Stoel Rives: Compensation, Benefits, and More! The pay range for this position is $192,000 to $215,000; however, the base compensation presented to a candidate may vary based on skills and overall experience. This salary range is based on market location. The hours expectation for associates is 1800 hours and associates are bonus-eligible at 1850 hours. In addition to base compensation, Stoel Rives has a total rewards program that includes an annual discretionary bonus and rich benefits offerings. For example, our benefits offerings include paid family & medical leave (and an on/off-ramp program for expecting parents), unlimited PTO, a flexible schedule program, remote work options, and a sabbatical program for eligible attorneys. We also offer competitive and robust medical, dental, vision, life, long-term disability, AD&D, EAP, FSA, and Voluntary Life, ADD, and LTC options. We also provide a generous firm-contributed health savings account and a pre-tax transportation/parking plan. To help meet billable hour expectations, we also allow up to 50 hours of billable credit for pro bono activities. We are also proud participants of the ABA Well-Being Pledge, strongly believing that the well-being of our employees is paramount to the success of the firm. In addition, the firm's Culture Committee supports the firm's mission, vision, and values in bringing together spectacular client service and job satisfaction.

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof: 2025 Great Places to Work Certified Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation) Company paid parental leave Generous time off package Multiple benefit plans, eligibility begins on day one of employment Culturally focused on work/life balance, mental health, and the overall wellness of our employees Position Summary The Associate Indirect Tax Analyst supports DMA's OTDS team by performing routine indirect tax operations tasks, assisting with process documentation, and supporting month-end activities. This entry-level role focuses on accuracy, efficiency, and learning DMA's outsourcing methodologies while contributing to process improvement initiatives. Essential Duties and Responsibilities Prepare and validate data for indirect tax processes, including journal entries and G/L reconciliations. Assist with documenting current client processes prior to transition. Support workflow enhancements by gathering requirements and providing input on technology-driven improvements. Perform routine compliance support tasks and ad-hoc assignments as directed. Collaborate with team members to ensure timely and accurate delivery of services. Maintain organized records and audit-ready documentation. Perform other duties as assigned. Education and Qualifications Bachelor's degree in Management Information Systems, Business Analytics, Communications, Accounting, Finance, or related field required. 0-1 year of experience; internship or exposure to tax operations preferred. Proficiency in Microsoft Office (Excel, Word); familiarity with ERP systems (SAP, Oracle) a plus. Strong attention to detail and organizational skills. Ability to learn quickly and adapt to changing priorities. Work Environment & Physical Requirements Work Schedule: Regular, 40 hours/week Travel: Less than 10% Physical Activity: Prolonged periods of sitting and computer use Ability to hear, understand, and distinguish speech and sounds Frequent repetitive motions with hands #LI-REMOTE #LI-AL1 The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at *********************** or ************ and choosing selection 6.

USALCO, LLC, a rapidly growing national leader in the potable and industrial water/wastewater treatment chemistry industry, is looking to hire a Tax Analyst to support the companys robust growth plan. This is a great time to join both this company and this industry. Summary: This position supports the Company to ensure that our tax operations remain compliant, accurate, and audit ready. You will manage the processes and reporting that support federal, state, and local tax compliance, including income, property, sales/use, franchise, & business license. Partnering with various departments and outside experts, this position will track evolving regulations, mitigate risk, and lead process improvements to ensure timely, error free filings and sustainable compliance practices. This is a REMOTE position. Responsibilities: File returns with State & Local Governments for Property Taxes, Sales & Use Taxes, Franchise Taxes, Workers Compensation, etc. ensuring accurate and timely information is provided to State & Local Authorities Primary point of contact with third-party tax specialists on information requirements to prepare USALCOs Federal & State Income Tax Returns Primary point of contact with third-party to manage USALCO business registrations Work within organization to gather and validate financial information needed for tax calculations Work with Corporate Controller & VP Finance to authorize payments to State & Local Authorities Manage property & other tax accrual processes in General Ledger Assist with audits and maintain necessary documentation for compliance with tax regulations Qualifications: Bachelors degree in accounting, finance, or similar discipline 1-2+ years of progressive accounting experience, in public or industry General knowledge of Federal, State, and Local Tax requirements Experience working with various government/regulatory agencies to resolve issues Excellent analytical, organization, and communication skills Strong analytical and problem-solving skills CPA or actively pursuing is a plus USALCO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. As a general policy, USALCO does not offer employment visa sponsorships upon hire or in the future. #LI-Remote

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859. As an Operations Tax Specialist, the candidate will work closely with Management to transform the tax operations functions from manual and reactive to automated, data-driven, and strategically aligned. The candidate will act as a trusted advisor to management, proactively identifying strategic priorities and communicating risks, opportunities, and progress. What You'll Be Doing Process Transformation * Map and analyze current tax data/processes to identify high-risk manual points and compliance risks. * Lead initiatives to improve workflows and implement data-driven solutions. * Evaluate current system capabilities and IRS compliance gaps. * Collaborate on the implementation of SOPs, templates, and workflows ensuring consistency across all business lines. Compliance & Risk Management * Track penalty exposure metrics and recommend mitigation strategies. * Participate in control reviews and execute process improvement projects. * Research and apply IRS updates and annual tax regulations to internal workflows. * Formally document end to end tax processes and build centralized knowledge repositories. Stakeholder Engagement * Act as a liaison between management and internal teams to resolve tax-related issues and mitigate negative downstream impact. * Provide timely escalation and feedback on tax matters. * Support strategic planning through data-driven tax insights. * Work with third party vendors and other stakeholders to gather data and/or complete tasks. Continuous Improvement & Training * Embed framework that supports ongoing process enhancement for tax operations. * Maintain a log of metrics for areas of improvement and achievements. * Support training for new processes and IRS updates to include but not limited to sharing knowledge and cross training. This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be requested based on business needs. The base salary range for this position is $69,000 - $78,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You'll Bring Required Qualifications * Understanding of IRS tax forms and their purpose. * Intermediate to advanced Excel knowledge. * Resourcefulness, familiarity with the IRS website, tax laws, and publication 1220. * Analytical and critical thinking to interpret patterns and risks. * Adaptability to new technology and processes. Preferred Qualifications * Familiarity with Power BI and/or Tableau. * Experience using tax reporting software (e.g. SOVOS). * Ability to explain complex tax concepts and requirements to non-tax professionals. * Experience and familiarity with Equitable products and systems * A "can do!' attitude. Ability to think outside the box. * Clear written and verbal communication. * Detailed-oriented and deadline driven. * Proactive problem-solving and accountability. * Interpersonal and cross-functional collaboration skills. * Customer-service mindset. * Coachable, open to constructive criticism. * Works well under pressure. Profound sense of urgency. Skills Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Customer Support Function: Knowledge of the major responsibilities, accountabilities, and overall organization of the customer support function or department; ability to properly support customer inquiries and bring problems to a timely resolution. Customer Support Operations: Knowledge of customer support techniques, tools, technologies, and best practices; ability to utilize all aspects of customer support operations to manage a call center. Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support. Customer Support: Trends and Directions: Knowledge of the marketplace and new developments in customer support; ability to predict trends related to the Customer Call Center or Support function. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. Process Improvement: Understanding and insight into evaluating current product quality and production methods and ability to maintains focus on the continuous improvement of processes, products and services. Regulatory Environment - Financial Services: Knowledge of regulatory environment; ability to help an organization comply with regulations at the federal, state and local level and follow the organization-specific policies and guidelines, affecting business practices. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization. About Equitable At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.

About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's Executive Compensation, Employment & Benefits lawyers advise clients around the world on a full spectrum of corporate transactions and representations. Whatever the size of a deal or stage of a company's development, we handle the most challenging compensation, employee benefits, and employment issues facing businesses today. We work with clients to address virtually every potential issue - from tailoring compensation arrangements in the context of multi-billion dollar mergers and acquisitions and capital markets transactions, to complex multi-jurisdictional employment and employee benefits matters, to optimizing plan design to account for tax and securities law considerations. Our clients include Silicon Valley unicorns, New York financial institutions, London private equity firms, Hong Kong emerging growth companies and every type of company in between. As we work with our clients, we pride ourselves on partnering together and working as an integrated part of our client's team. Given the scope of Latham's practices, we have an unparalleled view of the compensation, benefits, and employment issues that arise in any industry around the world. Our global reach and cross-office collaboration give us a unique ability to access the insights of colleagues throughout the world on issues such as tax, securities, labor and employment, and corporate governance. Much of our work requires a sophisticated understanding of not only the legal landscape, but also market practice and conditions. We draw on our unmatched global expertise and client experience to efficiently develop commercial and practical workforce solutions with our clients. About the Role The Executive Compensation, Employment & Benefits Practice is seeking a motivated and detail-oriented labor and employment associate with a minimum of two years of broad-based employment counseling experience to join our 3rd to 6th year associate class. Ideal candidates would have direct experience in employment law, with a focus on transactional work and client counseling, along with strong analytical, drafting, and communications skills. This is an opportunity to join a small, dynamic, and growing team dedicated to providing exceptional legal services regarding employment matters, working in close collaboration with practices across the firm. This non-litigation role will focus on: - providing labor and employment assistance in mergers, acquisitions, and other corporate transactions; - providing expert advice and counseling to employers of all types in all aspects of the employment relationship; and - drafting offer letters, employment agreements, independent contractor agreements, separation agreements, and non-competes and other restrictive covenant, to ensure alignment with client objectives and legal requirements. Main Contact Details LateralRecruiting.Litigation&********** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success. Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth. Position Summary: The Associate in R&D Tax Credit Services plays a foundational role in the execution of R&D credit studies. The Employee is responsible for gathering and analyzing financial and technical data, preparing initial drafts of documentation, keeping the client engagement moving through the study process, and supporting project teams in all aspects of client service. The position is designed to build strong technical, analytical, and communication skills, with a focus on learning firm methodologies and applying the requirements of IRC §41. This role requires strong attention to detail, communication, and the ability to follow structured processes. Your Impact (Essential Duties): Assist with the collection, organization, and analysis of financial and technical data related to qualified research activities. Participate in client interviews under the guidance of managers, taking clear notes and preparing initial summaries. Prepare calculations, draft narratives, and gather supporting documentation in alignment with SOPs, internal templates, and formatting standards. Draft and revise project documentation based on guidance from managers. Perform first-pass quality checks for formatting, completeness, and logical flow. Organize and maintain client files in the firm's project management and document storage systems. Proactively tracking progress of study, following up on pending items, and determining of next steps in study process. Complete tasks assigned through the firm's workflow systems on time and with minimal reminders and revisions. Respond promptly to internal communications and update task statuses regularly. Participate in training and knowledge-sharing sessions to build technical and tax credit expertise. Communicate with team members and clients, as directed, to support projects. Contribute to team efforts and maintain professional development through training. Manage time effectively to meet deadlines and prioritize engagements. Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership. Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity. Remote role with compensation range of $75,000-$80,000 per year Your Background: Bachelor's degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline) 0-2 years of experience in R&D tax credit consulting Understanding of tax laws and ability to adapt to changes Proficiency with tax preparation software and related tools Strong communication, organizational, and interpersonal skills High attention to detail and accuracy in calculations and records Capability to follow procedures and produce high-quality work Full-time commitment and flexibility to work beyond regular hours to meet team deadlines Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employer Why Choose Us? At Sorren, we're invested in your growth-both personally and professionally. We'll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we've designed our culture and benefits to reflect that. What We Offer*: Generous paid time off Comprehensive medical, dental, and vision coverage, plus life and disability insurance 401(k) retirement savings plan Paid holidays, including a firmwide winter break (December 24 - January 1) Paid parental leave (available after one year of service) Mentorship and career development programs CPA exam support to help you succeed on the path to licensure Firm-sponsored events and spontaneous team activities Celebrations to mark milestones like the end of busy season and the holidays *Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week. © 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.

Job Title: Sales Tax Specialist Department: Accounting Reports to: Controller Job Type: Exempt, Remote Arch Amenities Group Wellness-driven. Hospitality-focused. Arch Amenities Group is the leading provider of amenity management, consulting, and wellness services for commercial real estate, residential communities, and hospitality properties. Formed through the strategic acquisition of top hospitality and wellness-led providers, Arch brings together decades of experience and forward-thinking innovation to deliver unmatched lifestyle and hospitality experiences. We partner with owners, operators, and developers to transform spas, fitness centers, meeting and event spaces, pools, clubs, and residential amenities into vibrant destinations that foster connection, wellness, and belonging. Our mission is to create spaces where people thrive. With a North American footprint, a diverse client portfolio, and a highly trained service team, we help properties unlock the full potential of their amenity spaces by improving satisfaction, increasing retention, and driving ROI through thoughtful programming, operational excellence, and seamless service. The Arch in our name reflects the connections we build between people and spaces, guests and experiences, and teams and technology. Everything we do is designed to create lasting value and measurable impact. If you're looking to grow with an organization that leads in hospitality, wellness, and lifestyle services, Arch is a place to do what you love and build a career with purpose. Join the team shaping the future of the amenity experience. Job Summary: The Sales Tax Specialist at Arch Amenities Group is responsible for responsible for managing and maintaining all aspects of sales tax activities for the organization. The Sales Tax Specialist should be detail-oriented and proficient in tax regulations and laws to ensure compliance with all relevant tax laws and regulations. Reporting to the Controller, this position is critical to maintaining financial integrity and operational efficiency. This is a fully remote position, offering flexibility while maintaining high standards of collaboration and performance. Key Responsibilities: Prepare, review, and file sales and use tax returns, as well as franchise taxes. Ensure timely and accurate filing of all sales tax returns. Manage sales tax audits by gathering and providing necessary information. Research and analyze tax issues and changes in tax laws. Provide advice and guidance on sales tax matters to various departments within the company. Reconcile sales tax general ledger accounts. Manage Unclaimed Property process and filings. Respond to sales tax inquiries from customers, vendors, and company personnel. Maintain current knowledge of sales tax laws and regulations. Collaborate with external tax consultants as required. Ensure compliance with company policies, internal controls, and regulatory requirements. Develop and implement process improvements to enhance efficiency and accuracy related to sales tax processes. Qualifications: Bachelor's degree in Accounting, Finance, or Finance, or relevant field. A Master's degree and/or certification (e.g., CPA) is a plus. Minimum of 5+ years as a Tax Specialist, Tax Accountant, or similar role. Solid understanding of sales tax laws and regulations. Proficiency in tax software and databases. Advanced Excel skills required. Excellent analytical and problem-solving skills. Strong attention to detail. Excellent verbal and written communication skills. Ability to analyze financial data and prepare detailed reports. Proven ability to streamline processes and implement operational improvements. Essential Function Seldom Occasionally Frequently Stationary Position -- Sitting or Standing X Active Position -- Walking, jogging, running X Use of hands/fingers -- Operate, Use, Inspect, Place, Detect, Position, Prepare, activate X Climb/Balance -- Stairs, ladders, ropes, equipment, beams X Stoop/kneel/crouch or crawl -- Position self, move X Talk/hear -- communicate, detect, converse with, discern, convey, express oneself, exchange information X See -- Detect, determine, perceive, identify, recognize, judge, observe, inspect, estimate, assess X Carry weight, lift -- Move, transport, position, put, install, remove -- 50 lbs or less X Carry weight, lift -- Move, transport, position, put, install, remove -- 50 lbs or more X Exposure to -- Exposed, work around, chemicals, odors, smells, noise, indoors or outdoors, heat, cool. X DISCLAIMER The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodation will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. Job descriptions typically change over time as requirements and employee skill levels change. Supervisors may revise and/or add duties to reflect these changes. The Employer retains the right to change or assign other duties to this position. Arch Amenities Group, LLC is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws. Arch Amenities Group, LLC is also committed to working with and providing reasonable accommodation to individuals with disabilities. Please let your recruiter know if you need accommodation at any point during the interview process.

Job Title: Sales Tax Specialist Department: Accounting Reports to: Controller Job Type: Exempt, Remote Arch Amenities Group Wellness-driven. Hospitality-focused. Arch Amenities Group is the leading provider of amenity management, consulting, and wellness services for commercial real estate, residential communities, and hospitality properties. Formed through the strategic acquisition of top hospitality and wellness-led providers, Arch brings together decades of experience and forward-thinking innovation to deliver unmatched lifestyle and hospitality experiences. We partner with owners, operators, and developers to transform spas, fitness centers, meeting and event spaces, pools, clubs, and residential amenities into vibrant destinations that foster connection, wellness, and belonging. Our mission is to create spaces where people thrive. With a North American footprint, a diverse client portfolio, and a highly trained service team, we help properties unlock the full potential of their amenity spaces by improving satisfaction, increasing retention, and driving ROI through thoughtful programming, operational excellence, and seamless service. The Arch in our name reflects the connections we build between people and spaces, guests and experiences, and teams and technology. Everything we do is designed to create lasting value and measurable impact. If you're looking to grow with an organization that leads in hospitality, wellness, and lifestyle services, Arch is a place to do what you love and build a career with purpose. Join the team shaping the future of the amenity experience. Job Summary: The Sales Tax Specialist at Arch Amenities Group is responsible for responsible for managing and maintaining all aspects of sales tax activities for the organization. The Sales Tax Specialist should be detail-oriented and proficient in tax regulations and laws to ensure compliance with all relevant tax laws and regulations. Reporting to the Controller, this position is critical to maintaining financial integrity and operational efficiency. This is a fully remote position, offering flexibility while maintaining high standards of collaboration and performance. Key Responsibilities: Prepare, review, and file sales and use tax returns, as well as franchise taxes. Ensure timely and accurate filing of all sales tax returns. Manage sales tax audits by gathering and providing necessary information. Research and analyze tax issues and changes in tax laws. Provide advice and guidance on sales tax matters to various departments within the company. Reconcile sales tax general ledger accounts. Manage Unclaimed Property process and filings. Respond to sales tax inquiries from customers, vendors, and company personnel. Maintain current knowledge of sales tax laws and regulations. Collaborate with external tax consultants as required. Ensure compliance with company policies, internal controls, and regulatory requirements. Develop and implement process improvements to enhance efficiency and accuracy related to sales tax processes. Qualifications: Bachelor's degree in Accounting, Finance, or Finance, or relevant field. A Master's degree and/or certification (e.g., CPA) is a plus. Minimum of 5+ years as a Tax Specialist, Tax Accountant, or similar role. Solid understanding of sales tax laws and regulations. Proficiency in tax software and databases. Advanced Excel skills required. Excellent analytical and problem-solving skills. Strong attention to detail. Excellent verbal and written communication skills. Ability to analyze financial data and prepare detailed reports. Proven ability to streamline processes and implement operational improvements. Essential Function Seldom Occasionally Frequently Stationary Position -- Sitting or Standing X Active Position -- Walking, jogging, running X Use of hands/fingers -- Operate, Use, Inspect, Place, Detect, Position, Prepare, activate X Climb/Balance -- Stairs, ladders, ropes, equipment, beams X Stoop/kneel/crouch or crawl -- Position self, move X Talk/hear -- communicate, detect, converse with, discern, convey, express oneself, exchange information X See -- Detect, determine, perceive, identify, recognize, judge, observe, inspect, estimate, assess X Carry weight, lift -- Move, transport, position, put, install, remove -- 50 lbs or less X Carry weight, lift -- Move, transport, position, put, install, remove -- 50 lbs or more X Exposure to -- Exposed, work around, chemicals, odors, smells, noise, indoors or outdoors, heat, cool. X DISCLAIMER The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodation will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. Job descriptions typically change over time as requirements and employee skill levels change. Supervisors may revise and/or add duties to reflect these changes. The Employer retains the right to change or assign other duties to this position. Arch Amenities Group, LLC is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws. Arch Amenities Group, LLC is also committed to working with and providing reasonable accommodation to individuals with disabilities. Please let your recruiter know if you need accommodation at any point during the interview process.

Job Title: Sales Tax Specialist Department: Accounting Reports to: Controller Job Type: Exempt, Remote Arch Amenities Group Wellness-driven. Hospitality-focused. Arch Amenities Group is the leading provider of amenity management, consulting, and wellness services for commercial real estate, residential communities, and hospitality properties. Formed through the strategic acquisition of top hospitality and wellness-led providers, Arch brings together decades of experience and forward-thinking innovation to deliver unmatched lifestyle and hospitality experiences. We partner with owners, operators, and developers to transform spas, fitness centers, meeting and event spaces, pools, clubs, and residential amenities into vibrant destinations that foster connection, wellness, and belonging. Our mission is to create spaces where people thrive. With a North American footprint, a diverse client portfolio, and a highly trained service team, we help properties unlock the full potential of their amenity spaces by improving satisfaction, increasing retention, and driving ROI through thoughtful programming, operational excellence, and seamless service. The Arch in our name reflects the connections we build between people and spaces, guests and experiences, and teams and technology. Everything we do is designed to create lasting value and measurable impact. If you're looking to grow with an organization that leads in hospitality, wellness, and lifestyle services, Arch is a place to do what you love and build a career with purpose. Join the team shaping the future of the amenity experience. Job Summary: The Sales Tax Specialist at Arch Amenities Group is responsible for responsible for managing and maintaining all aspects of sales tax activities for the organization. The Sales Tax Specialist should be detail-oriented and proficient in tax regulations and laws to ensure compliance with all relevant tax laws and regulations. Reporting to the Controller, this position is critical to maintaining financial integrity and operational efficiency. This is a fully remote position, offering flexibility while maintaining high standards of collaboration and performance. Key Responsibilities: * Prepare, review, and file sales and use tax returns, as well as franchise taxes. * Ensure timely and accurate filing of all sales tax returns. * Manage sales tax audits by gathering and providing necessary information. * Research and analyze tax issues and changes in tax laws. * Provide advice and guidance on sales tax matters to various departments within the company. * Reconcile sales tax general ledger accounts. * Manage Unclaimed Property process and filings. * Respond to sales tax inquiries from customers, vendors, and company personnel. * Maintain current knowledge of sales tax laws and regulations. * Collaborate with external tax consultants as required. * Ensure compliance with company policies, internal controls, and regulatory requirements. * Develop and implement process improvements to enhance efficiency and accuracy related to sales tax processes. Qualifications: * Bachelor's degree in Accounting, Finance, or Finance, or relevant field. A Master's degree and/or certification (e.g., CPA) is a plus. * Minimum of 5+ years as a Tax Specialist, Tax Accountant, or similar role. * Solid understanding of sales tax laws and regulations. * Proficiency in tax software and databases. * Advanced Excel skills required. * Excellent analytical and problem-solving skills. * Strong attention to detail. * Excellent verbal and written communication skills. * Ability to analyze financial data and prepare detailed reports. * Proven ability to streamline processes and implement operational improvements. Essential Function Seldom Occasionally Frequently Stationary Position -- Sitting or Standing X Active Position -- Walking, jogging, running X Use of hands/fingers -- Operate, Use, Inspect, Place, Detect, Position, Prepare, activate X Climb/Balance -- Stairs, ladders, ropes, equipment, beams X Stoop/kneel/crouch or crawl -- Position self, move X Talk/hear -- communicate, detect, converse with, discern, convey, express oneself, exchange information X See -- Detect, determine, perceive, identify, recognize, judge, observe, inspect, estimate, assess X Carry weight, lift -- Move, transport, position, put, install, remove -- 50 lbs or less X Carry weight, lift -- Move, transport, position, put, install, remove -- 50 lbs or more X Exposure to -- Exposed, work around, chemicals, odors, smells, noise, indoors or outdoors, heat, cool. X DISCLAIMER The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodation will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. Job descriptions typically change over time as requirements and employee skill levels change. Supervisors may revise and/or add duties to reflect these changes. The Employer retains the right to change or assign other duties to this position. Arch Amenities Group, LLC is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws. Arch Amenities Group, LLC is also committed to working with and providing reasonable accommodation to individuals with disabilities. Please let your recruiter know if you need accommodation at any point during the interview process.

We are seeking a motivated and detail-oriented Entry-Level Tax Associate to join our client's growing tax team. This role is ideal for recent graduates or individuals beginning their career in public accounting or corporate tax. As a Tax Associate, you will work closely with senior team members to prepare and review tax returns, conduct tax research, and assist with various tax-related projects. Key Responsibilities: • Assist in the preparation of federal, state, and local tax returns for individuals, businesses, and organizations • Gather and organize financial data from clients and internal teams • Perform basic tax research using online databases and tools • Support the team during tax season and deadlines with data entry and administrative tasks • Maintain accurate and organized documentation of tax work and client communications • Stay current on relevant tax regulations and filing requirements • Assist with audits, notices, and other correspondence from tax authorities as needed • Collaborate with cross-functional teams to ensure accurate and timely tax reporting Qualifications: • Bachelor's degree in Accounting, Finance, or a related field (or currently pursuing) • Basic understanding of tax laws and accounting principles • Proficiency in Microsoft Excel and accounting software (experience with tax software like ProSystem fx, CCH Axcess, or UltraTax is a plus) • Strong attention to detail and analytical skills • Excellent written and verbal communication skills • Ability to work both independently and in a team environment • Willingness to learn and take on new challenges • CPA or CPA-eligible is a plus but not required

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters. As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Essential Job Functions will include: Prepare tax returns for high-net-worth individuals, trusts and businesses Create quarterly estimates and projections Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients Coordinate with tax support staff to ensure timely workflow practices and data integrity Work with tax staff to respond to tax notices and initial preparation of correspondence Stays up to date on tax law and any changes All other duties as assigned Required Knowledge, Skills, and Abilities: Bachelor's degree in Accounting or related field Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting Obtained or plan to obtain CPA or EA, a plus Experience with UltraTax and Sureprep plus Highly organized and tax-oriented Ability to handle a large volume of activities at one time Ability to communicate concepts to clients and advisors in concise and understandable fashion Must be detail-oriented and have excellent time-management skills Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $59,681.05-$70,213 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. Tired of the CPA tax season grind? Look no further! Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations. The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner. What you will do Help clients better understand their current tax situation and the planning opportunities that can create efficiencies. Empower clients to make informed decisions with their tax planning considerations. Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections) Stay up to date on tax law changes and communicate the effects to advisors and clients. What you will bring Active CPA license required 4+ years of high net worth (HNW) experience Experience with tax planning technologies Proficiency in MS Excel and Word and BNA Income Tax Planner Advanced research skills to assist in providing possible solution for complex client issues What will set you apart Master's Degree in taxation tax a plus A strong desire to engage and effectively communicate with clients daily A strong entrepreneurial mindset to add ideas on how we can scale our current services to a broader set of clients more efficiently #PJPW ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $100,900.00 - $142,525.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 02-21-2026 Want the latest money news and views shaping how we live, work and play? 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The Payroll Tax Specialist is responsible for managing and ensuring compliance with federal, state, and local payroll tax filings, payments & regulations for the clients of the payroll service bureau. This role involves accurate calculation, reporting, and remittance of payroll taxes, as well as addressing any discrepancies or inquiries related to payroll processing. Typical Duties and Responsibilities Respond to inquiries from employers and government agencies regarding payroll tax matters. Assist with the registration of new state, local, and unemployment withholding taxes as necessary Calculate and process payroll taxes including federal, state, and local taxes. Maintain accurate payroll records and backup documentation to support all tax transactions. Prepare and file payroll tax returns and reports on a monthly and quarterly basis in a timely manner. Support Year End Procedures including the issuing of year-end tax documents and annual remittance reconciliation. Maintain up-to-date knowledge of payroll regulations and ensure compliance with local, state, and federal payroll laws. Collaborate with HR and finance teams to ensure accurate payroll processing. All other job-related duties as assigned. Education, Skills, Qualifications and Experience Bachelor's degree in accounting Finance, or a related field, is preferred. A minimum of 3-5 years of experience in payroll processing and tax compliance is required. Familiarity with payroll software and tax reporting systems is highly desirable. Required Skills and Qualifications Proficient in Microsoft Office Suite, particularly Excel. Excellent analytical and problem-solving skills. Attention to detail and high level of accuracy. Strong communication and interpersonal skills. Ability to manage multiple tasks and meet deadlines in a fast-paced environment. Experience with iSolved and MasterTax preferred Solex HCM, provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.