Income Tax Lead

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We are looking to add a Key Member to our Tax Team: The Income Tax Lead is responsible for ensuring that GreatAmerica is compliant with all federal state and local income and franchise tax laws and regulations.

This individual will work with both internal and external tax providers to ensure complete and timely filings and reporting of all income taxes to the proper taxing authorities. The Income Tax Lead will also manage all year end income tax accrual computations in accordance with ASC 740, and issuance of financial statements and reporting. This individual will interact with all federal, state, and local representatives and represent GreatAmerica in all tax controversy from identification to resolution.

This role requires a person that is self-motivated with strong verbal and written communication skills, analytical in decision making and strong problem-solving skills. This individual should proactively look for areas where taxes can and do impact the core business processes of GreatAmerica and look for opportunities to improve processes and/or mitigate risks throughout the income tax function via tax planning.

###the role### that plays in overall corporate strategy and structure. As an Income Tax Lead, you will: Provide leadership in executing accounting and tax-related engagements, ensuring alignment with established internal standards and enterprise priorities. Lead the preparation and review of annual income tax provision and financial statement reporting processes, providing technical oversight related to ASC 740 and external reporting.

Direct quarterly and annual income tax provision computations, incorporating statutory changes and complex legal entity considerations to support strategic tax decision-making. Oversee the preparation and review of federal, state, and local income tax returns, driving accuracy, consistency, and timely execution across filing obligations. Provide strategic review of tax returns and related analyses, assessing the impact of legislative developments and state statutory changes across the organization.

Serve as the lead representative with the IRS and other taxing authorities, managing tax administration, controversy matters, and audit defense with professionalism, credibility, and sound judgment. Lead the review and resolution of income tax correspondence, including stakeholder management, to address income tax notices and drive timely resolution with taxing jurisdictions. Champion quality control and governance practices to ensure the accuracy, completeness, and reliability of tax computations for financial statement and external reporting purposes.

Conduct and oversee complex tax law and accounting research, synthesizing findings into technical memoranda and providing recommendations for leadership decision-making. Lead cross-functional and departmental projects throughout the year, providing direction, visibility, and effective communication to finance leadership. Partner with management to identify income tax risks, evaluate potential business impacts, and implement practical mitigation strategies that strengthen compliance and reduce exposure.

Support broader tax operations through indirect tax filings and monthly reconciliations, ensuring continuity, accuracy, and operational discipline. Serve as a trusted advisor to business operations, building strong partnerships across corporate, business unit, and functional leadership to align tax priorities with organizational goals. Review and validate supporting analyses and documentation for tax reporting, proactively resolving inconsistencies and elevating the quality of information used in decision-making.

Provide oversight of the account reconciliation process, resolving discrepancies and identifying opportunities to improve efficiency, control, and process standardization. Collaborate with leadership to identify, evaluate, and execute strategic tax opportunities that support enterprise value creation and long-term business objectives. Advance the strategic direction, operating discipline, and professional standards of GreatAmerica tax and finance through leadership, accountability, and continuous improvement.

To be successful in this role, you will need: Education Bachelor’s degree in accounting.

###experience### will be considered.

###Experience### 4-8 years of

###experience### in a large professional services or public accounting firm, or other equivalent experience. Candidates with a combination of tax technical background and compliance will be considered. Computer

###Skills### Microsoft Office (strong Microsoft Excel skills), research software (RIA, CCH) preferred, tax preparation software (Income Tax) preferred. Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes: Financial

###Benefits### Competitive Compensation Monthly Bonuses for Eligible Employees 401(k) and Company Match Annual Profit Sharing Paid Time Off Health, Wellbeing, and Family Planning

###Benefits### Paid Vacation - starting at 80 hours annually for employees in their first year of service. Paid Sick Days - Ten (10) per year with a conversion option for unused time.

###Benefits### Tuition Assistance Networking Opportunities Leadership Development Opportunities

###Perks### Paid Parking Service Awards Hybrid work arrangements Business casual environment A strong organizational culture focused on our greatest asset: you! If your

###experience### aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.

greatamerica. com/careers. Please note, 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. GreatAmerica is the largest independent, family-owned national commercial equipment finance companies in the U.

S. and is dedicated to helping manufactures, vendors, and dealers be more successful and keep their customers for a lifetime. With a focus on the small ticket vendor and OEM finance channel we have partnered with some of the largest and industry leading companies in the Office Equipment, Communications, IT, Automotive, Construction, Healthcare, and Franchise market sectors.

In addition to financing, GreatAmerica offers innovative non-financial services to help our customers grow.

###benefits### of being independent and family-owned, fostering quick decision making, customer response and innovation. Established in 1992 our team has grown to over 650 employees and a portfolio of over $2. 5+ Billion.

Our exemplary customer service, principle-centered business philosophy and team-based operating approach are key to our success and growth. With a strong balance sheet and consistent financial performance through all economic cycles, GreatAmerica has experienced amazing results and unparalleled growth. When you are part of the GreatAmerica team, you will grow professionally and work with some of the most talented finance professionals in the industry.

There is no doubt in our minds we are building the greatest company of its kind, offering the finest products and services available anywhere. When you are part of the GreatAmerica team, you are part of the future, part of an opportunity to grow professionally and to reach your potential while enjoying your work.