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Investment Accounting Associate II - Derivatives Controllers Organization of Corporate Finance Full-Time/New York, NY and Boston, Massachusetts; Overview Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships. Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization. Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’ The Opportunity This Investment Accounting Associate II role is a key representative of our Investment Controllership team. The position reports to the Director of Derivatives Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process., • Thrives in a complex corporate structure and comfortably switch gears and alter courses to adapt to changing circumstances., • Work closely with Investment Management and Operations on close cycles. Prepare and review internal and external audit request., • Actively participate in the implementation of the Company’s key projects, such as system improvement and implementation, • Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles, • Execute processes and controls that support derivative accounting and controllership., • Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team., • Participating in problem solving to improve quality, cycle times, increase efficiencies, improve controls within the Investment Controllership team. The Minimum Qualifications: • Bachelor’s degree, • 4+ years of related work experience in investment/fund accounting or financial reporting with a track record of increasing responsibility, • 2+ years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets The Ideal Qualifications: • 6+ years of related work experience, • CPA, CMA or equivalent designations preferred, • Experience in financial service industry or insurance company investment GAAP and Statutory accounting including Schedule DB, • Experience with Investment software such as Aladdin, • Strong analytical skills: ability to analyze financial data sets and tell the story of the data., • Experience with SQL or data analytics software such as Tableau and Alteryx is a plus, • Proven ability to complete high quality work efficiently and increase autonomy over time, • Able to build and maintain strong working relationships across cross-functional groups, • Excellent communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to internal and external stakeholders., • Able to work well in a dynamic and agile environment while assisting the team in execution of various priorities and related deliverables, • Intellectual curiosity to continue learning and adding breadth and depth to understanding, • Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries, • Experience with system conversion or subledger implementation What to Expect as Part of MassMutual and the Team • MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:, • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

BCG Securities is part of the Horace Mann family of companies. Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities We are seeking an experienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment. BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. We understand that today’s advisors want more than a platform. They want flexibility, support, meaningful client relationships, and opportunities to grow their business in multiple ways. At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers. For the right advisor, this creates opportunities for broader planning conversations, stronger client relationships, and long-term practice growth. Compensation Structure: This opportunity offers production-based compensation designed for advisors who want to grow their earnings alongside the growth of their practice and client relationships. Compensation may include advisory fees, commissions, and other production-based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities. What We Offer At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support. We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long-term business growth, including: • Comprehensive medical, dental, and vision coverage, • 401(k) with company match, • Life insurance and long-term disability coverage, • Retirement plan support and resources, • Internal support staff and operational assistance, • Practice-management support, • Planning and investment resources, • Ongoing training and professional development opportunities, • Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams, • A team-oriented culture focused on advisor success and long-term client relationships Why Advisors Choose BCG Securities Our advisors are supported by experienced professionals and resources that help them focus on building relationships and delivering client-centered advice. Advisors have access to: • Retirement plan support and resources, • Wealth management, investment, insurance, and financial planning solutions, • Internal support staff and planning resources, • Practice-management support, • Collaboration across operations, investments, insurance, retirement plans, and client service teams, • Training and professional development opportunities, • A team-oriented culture focused on long-term advisor success This opportunity may be a strong fit for advisors interested in: • Building long-term client relationships, • Expanding financial planning and wealth management conversations, • Supporting retirement plan participants and employer relationships, • Growing across investments, retirement planning, and insurance solutions, • Working independently while leveraging a collaborative support structure Key Responsibilities • Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance, • Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies, • Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve, • Discuss insurance and annuity solutions, where appropriate, as part of the planning process, • Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable, • Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions, • Build and manage strong client relationships through consistent communication, service, and follow-through, • Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience Position Requirements • Bachelor’s degree, • Minimum of 3 years of experience as a Financial Advisor, • Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63, • Life and Health insurance licenses preferred, • Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships preferred, but not required, • Strong client relationship management skills, • Excellent verbal and written communication skills, • Ability to work independently and collaboratively while managing multiple priorities, • Commitment to ethical conduct, regulatory compliance, and client-focused service Additional Compensation Information Actual compensation will vary based on production, business mix, experience, licensing/registration status, applicable payout structures, and advisor growth, subject to firm policies. All applications will be handled confidentially. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our _ All applicants should review our _

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Tax Senior – NYC/NJ \n \n Are you ready to elevate your career with a top-tier regional accounting and advisory firm? \n \n In this role, you will work with a wide variety of prominent and highly successful clients, handling tax planning and review of individual, trust, foundation, partnership, and corporate tax returns, including consolidated and multi-state returns. As a Tax Senior, you will also review federal and state quarterly estimated payments, assist with tax audits, and conduct light research projects. Strong communication skills and a polished demeanor are essential as you will interact with clients, audit managers, and tax staff. \n \n Job Responsibilities: \n\n • Reviewing individual, trust, partnership, and corporate tax returns in accordance with firm procedures and policies\n, • Completing tasks in a timely manner\n, • Addressing roadblocks by asking appropriate questions and seeking counsel\n, • Setting effective work assignment priorities\n, • Ensuring that job execution, documentation, and completion adhere to required policies and procedures\n, • Producing clear, concise, thorough, and professional-quality results\n\n \n Requirements: \n\n • An undergraduate or graduate degree in accounting or law\n, • CPA, MS in Taxation, and/or LLM preferred (or in process)\n, • Approximately 5 years of experience working in tax for a public accounting firm, or similar industry experience\n, • Excellent written and verbal communication skills\n\n \n Ready to take the next step in your career? Apply now and join a firm where your skills and ambitions can truly shine!

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

When you join Verizon\n You want more out of a career. A place to share your ideas freely — even if they’re daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what brings them joy. We do what we love — driving innovation, creativity, and impact in the world. Our V Team is a community of people who anticipate, lead, and believe that listening is where learning begins. In crisis and in celebration, we come together — lifting our communities and building trust in how we show up, everywhere & always. Want in? Join the #VTeamLife. \n \n What you’ll be doing\n With your sales experience, ability to efficiently manage your time, excellent customer relations skills, and excitement for technology, you'll deliver outstanding and innovative business solutions that support our technology evolution and the way businesses connect. Whether you're continuously hunting and prospecting for new business or growing existing accounts, you'll consult with customers to identify their business challenges and recommend tailored solutions to solve them and ultimately deliver a powerful return for customers while improving their business and growing our revenue. \n \n\n • \n Developing and qualifying leads within respective territory to drive additional sales opportunities through cold-calling, partner-selling, lead-generation campaigns and modern social selling techniques. \n • \n Gaining new business and incremental revenue to meet sales targets. \n • \n Retaining, managing and growing the existing customer base. \n • \n Educating and exciting customers while leveraging innovative business solutions. \n • \n Building relationships with key decision makers. \n • \n Presenting and creating multi-product solution opportunities. \n • \n Understanding and selling groundbreaking integrated software solutions including Cloud, Security, ISP, VoIP and Google platforms. \n • \n Tracking and reporting progress through sales force automation tools. \n • \n Drive sales, increase service revenue and manage relationships for accounts in the 1–19 Employee Segment \n\n \n Whether you're early in your career or a seasoned sales professional, join today and earn a competitive lucrative salary, which includes base pay and target individual-based commission. Planning to go above and beyond? Our commission program allows unlimited opportunity which could allow top earners to exceed compensation plans and compete for various sales incentives. Compensation varies by geography and performance and experience. \n \n Our comprehensive benefits (starting day one) and perks are designed to help you move forward in your career and in your life outside of Verizon. From health and well-being benefits to investment in your education and career, we've got you covered! \n\n • \n Best in class medical, dental and vision \n • \n Verizon 401(k) plan with matching contributions up to 6% of eligible participant contributions to the plan, qualified student loan repayments, or a combination of both. \n • \n Engage your clients with Verizon's Velocity Selling methodology. Using AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Providing you with a competitive edge and leverage to boost your own success and career growth. \n • \n Sales recognition programs that have, in the past, awarded top performers with all inclusive travel to domestic and international destinations, gifts, and other incentives \n • \n Lucrative paid time off, five weeks of paid time off (vacation, holidays, and personal days) \n • \n 8 weeks of paid parental leave for eligible new parents (when paired with short-term disability, this benefit may provide up to 16 weeks of paid time off for the birthing parent) \n • \n Up to $8k per year in tuition assistance \n • \n Expand your knowledge through various industry certifications through Verizon’s Get Certified program \n • \n Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more. \n • \n From Employee discounts to pet insurance, we offer additional perks to ensure V-teamers and their loved ones are supported holistically \n\n \n Too good to be true? Come see for yourself! From our in-person new hire experience and award-winning training programs to our inclusive culture of learning and amazing benefits, you'll be able to apply your skills while elevating your career. What we’re looking for...\n You’re a self-motivated person who thrives on crafting the right solution to solve a client’s problems. And you are great at explaining how complex technology can solve everyday business problems in a language people understand. Cold-calling feels like a sport to you because meeting new people and discovering their needs is what you enjoy. People seek you out for advice and counsel. You seek to win and take the initiative to close deals and help others around you. You act with integrity. You know that when the team wins, we all win. \n \n You’ll need to have: \n\n • \n Bachelor’s degree or three or more years of work experience. \n • \n Three or more years of relevant work experience. \n • \n Willingness to work in a mobile working model with travel within your assigned geographic sales territory. Expected travel may be up to approximately 50% of the time. \n • \n Valid driver’s license. \n\n \n Even better if you have one or more of the following: \n\n • \n A degree - Associates or Bachelor's Degree or related certifications/college courses. \n • \n Two or more years of business-to-business or outside sales experience, including business acquisition and prospecting/cold calling. \n • \n Technology sales and educational experience i.e. SaaS sales experience, CRM, SalesForce or other client management tools, social media, etc. \n • \n Strong presentation skills in a face to face and virtual environment. . \n • \n Experience building and maintaining strong business relationships with all levels of client organizations. \n • \n Ability to work in a fast-paced, self-directed, entrepreneurial environment. \n • \n Ability of managing time and prioritizing tasks to accomplish goals. \n • \n Ability to implement feedback and tailor your approach for success. \n\n \n \n \n \n Where you’ll be workingIn this mobile role, you'll primarily work from customer or field location(s), with occasional visits to a Verizon location for in-person training and meetings.\n \n Scheduled Weekly Hours40\n \n Equal Employment Opportunity \n Verizon is an equal opportunity employer. We evaluate qualified applicants without regard to veteran status, disability or other legally protected characteristics. \n \n Benefits and Compensation\n Our benefits are designed to help you move forward in your career, and in areas of your life outside of Verizon. From health and wellness benefit options including: medical, dental, vision, short and long term disability, basic life insurance, supplemental life insurance, AD&D insurance, identity theft protection, pet insurance and group home & auto insurance. We also offer a matched 401(k) savings plan, up to 8 company paid holidays per year and up to 6 personal days per year, paid parental leave, adoption assistance and tuition assistance, plus other incentives, we’ve got you covered with our award-winning total rewards package. Depending on the role, employees have the opportunity to receive compensation in the form of premium pay such as overtime, shift differential, holiday pay, allowances, etc. Newly hired employees receive up to 15 days of vacation per year, which grows with additional service. For part-timers, your coverage will vary as you may be eligible for some of these benefits depending on your individual circumstances. \n \n The salary will vary depending on your location and confirmed job-related skills and experience. This is a commission based position with the potential to earn more. For part-time roles, your compensation will be adjusted to reflect your hours.\n \n \n \n \n \n \n \n \n \n The annual salary range for the New York location(s) listed on this job requisition based on a full-time schedule is: $33,500.00 - $59,000.00.\n \n \n \n

Position: Client Accounts Coordinator \n Location: New York, NY \n Salary: $95K – $120K + Bonus + Paid OT \n \n Prestigious New York Law Firm seeks a Billing Coordinator to join their Team! \n \n Responsibilities \n \n Key Responsibilities \n\n • Responsible for producing prebills and ad-hoc reports both on-demand and periodically (monthly, quarterly or on-completion)\n, • Oversee the process of editing and finalizing draft bills based on attorney instruction and client guidelines; providing appropriate documents and information as necessary\n, • Conduct regular meetings with attorneys and administrative assistants to review and discuss client inventory; providing updated system comments regarding unbilled fees and aged balances\n, • Cross train and work with colleagues in order to provide coverage and support in addressing inquiries and issues for attorneys and clients assigned to other team members\n, • Prepare and submit invoices via 3rd party e-billing system while meeting client requirements; investigating and resolvingissues that causes delays or prevents successful submission\n, • Review outstanding receivables and work with the Collections & Appeals Team for the purpose of contacting clients regarding the resolution of past due balances\n, • Assist with testing and documentation of new processes and applications related to client account billing\n, • Respond to various billing related inquiries from attorneys, clients and management accurately and a timely manner\n\n Qualifications \n\n • Bachelor’s degree from four-year college or university preferred\n, • Minimum of 3 years experience at a major law firm\n, • Experience with Aderant Expert or an equivalent accounting system such as Elite or 3E\n, • Knowledge of various eBilling applications or vendor sites such as, but not limited to, eHub, BillBlast, Tymetrix, Serengeti, Collaborati, CounselGo, CounselLink and Passport\n

Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Upper Montclair, NJ. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households., • Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs., • Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience., • Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor., • Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors (Required) No Required Certification(s) FINRA Series 7, 66 (or 63 & 65) preferred. Life and Health Insurance preferred. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Base Salary: $76,500.00 – $127,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Generally, this opening is expected to be posted for two business days from 07/09/2026, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

\n Who Are We? \n Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. \n \n Compensation Overview \n The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. \n \n Salary Range $89,800.00 - $148,300.00\n \n Target Openings 1\n \n What Is the Opportunity? Travelers Environmental group provides environmental liability coverage tailored to the needs of businesses such as manufacturers, laboratories, colleges, and contractors. The Account Executive (AE), Environment will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.\n \n \n As of the date of this posting, Travelers anticipates that this posting will remain open until 01/04/27.\n What Will You Do? \n \n • Manage the profitability, growth, and retention of an assigned book of business.\n, • Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.\n, • Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.\n, • Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.\n, • Identify and capture new business opportunities using consultative marketing and sales skills.\n, • Develop and execute agency sales plans. Execute region/group sales plans.\n, • Perform other duties as assigned.\n \n What Will Our Ideal Candidate Have? \n \n • Bachelor’s degree.\n, • Three to five years of relevant underwriting experience with experience in environmental liability.\n, • Knowledge of environmental liability products, the regulatory environment, and the local insurance market.\n, • Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.\n, • Communication skills with the ability to successfully negotiate with agents and brokers.\n, • CPCU designation.\n \n \n What is a Must Have? \n \n • Two years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.\n \n \n What Is in It for You? \n \n • Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.\n, • Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.\n, • Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.\n, • Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.\n, • Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.\n \n \n Employment Practices \n Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. \n \n In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. \n \n If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. \n \n Travelers reserves the right to fill this position at a level above or below the level included in this posting. \n \n To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/. \n

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Business Operations, Financial Operations and Project Management, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • HR Coordinator, • Data Analysis & Reporting/Business Intelligence, • Fund Accounting, • Project Coordinator, • Operations Support, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Senior Accountant Salary Range: $95,000–$110,000 Sid Jacobson JCC is a nonprofit organization based in East Hills, serving individuals and families throughout Nassau County. Rooted in Jewish values, we welcome people of all backgrounds, faiths, identities, and abilities. We are looking for an experienced Senior Accountant to take significant responsibility for our general ledger and organizational budget. The role is also closely involved in monthly and year-end close, financial reporting, forecasting, audit, and the day-to-day accounting needs of the organization. We need someone who knows accounting and will dig in. When something doesn’t reconcile or a number doesn’t make sense, you figure out why. You ask questions, follow things through, and take responsibility for getting to the right answer. How you work with people matters too. Finance supports every part of SJJCC, and you will work with staff and department leaders with very different levels of financial knowledge. Being responsive, explaining things clearly, and handling difficult conversations professionally are important parts of the job. This role reports to the Controller and works closely with our fractional CFO. Hands-on Sage Intacct experience is required. Own key areas of the general ledger and monthly and year-end close. Handle journal entries, accruals, allocations, reclassifications, and account reconciliations. Investigate discrepancies and see them through to resolution. Take a lead role in the annual budget and work directly with department leaders throughout the process. Monitor budget-to-actual results, explain variances, and flag issues that need attention. Produce monthly financial reporting and support forecasting and analysis throughout the year. Oversee accounting for grants, restricted funds, designated funding, and multiple programs and cost centers. Support the annual audit and respond to auditor requests. Make sure activity flowing from accounts payable, accounts receivable, payroll, cash, and other areas is reflected correctly in the general ledger. Help improve accounting processes when something isn’t working well. Serve as a Finance resource for staff and department leaders across the organization. Step into other areas of Finance when needed. Compensation details: 95000-110000 Yearly Salary PIcf0b44d6cedb-37820-41794301

FP&A Analyst Location: 999 Clifton Avenue, Clifton, NJ (Hybrid) Department: Finance Reports To: Director of Finance Position Summary We are seeking a FP&A Analyst with a strong foundation in healthcare finance to support a rapidly growing multi-entity healthcare platform. This role will drive FP&A, operational analytics, and strategic finance initiatives, with direct exposure to executive leadership. The ideal candidate has a strong foundation in FP&A, including budgeting, forecasting, and pro forma modeling, along with an understanding of healthcare financial drivers such as payer mix, collections, and procedure-level economics. Key Responsibilities FP&A & Financial Reporting • Build and maintain budgets, forecasts, and cash flow models, • Support monthly close and multi-entity P&L reporting, • Analyze budget vs. actual performance and identify key drivers and variances, • Assist in developing standardized reporting cadence and outputs Operational Analytics • Build and maintain operational reports and dashboards to track key performance indicators across sites and service lines, • Ensure consistency and accuracy of operational data used in financial reporting and analysis • Identify trends and variances in operational performance and escalate insights to finance and leadership Strategic Finance & M&A • Support financial diligence and underwriting for acquisitions, • Assist leadership in evaluating new service lines and growth initiatives, • Build pro forma models based on operational and revenue assumptions, • Analyze service line performance, strategic initiatives and growth opportunities, • Translate acquisition and integration performance into inputs for ongoing forecasting and deal diligence Ad-Hoc • Support ad hoc financial and operational analyses as needed to inform business decisions, • Build quick-turn models and scenario analyses to support time-sensitive leadership requests, • Prepare presentation-ready schedules and materials for executive, board, and lender requests, • Partner with operations, accounting, and clinical leadership to source data and validate assumptions Required Qualifications • Bachelor's degree in Finance, Accounting, or related field, • 2–4 years of experience, healthcare finance preferred, • Strong understanding of payer mix, reimbursement models, and revenue cycle, • Experience with procedure-level or service line financial analysis, • Advanced proficiency in Excel What We're Looking For Technical ability is important, but resourcefulness and ownership are equally important in this role. The successful candidate should be someone who: • Can take an assignment from concept through completion without requiring constant direction, • Knows how to research and troubleshoot problems independently, • Can take an incomplete data set or loosely defined problem and determine how to move forward Compensation $80,000–$100,000 base salary, depending on experience and qualifications. What Success Looks Like Within the first several months, the Analyst should own recurring budgeting and forecasting, multi-entity P&L reporting, operational dashboards, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.

Duration: 8 weeks Schedule: 5 days/week, 8 hours/day, 40 hours/week Shift Hours: 9:00 AM-5:00 PM Hourly rate: $26 - $28.50 Job Description: A member of the revenue cycle process, billers are responsible for reviewing accounts, correcting claim edits, preparing and completing claims for submission to payers, posting all types of payments, and updating patient accounting systems. Responsibilities: • Complete both paper and electronic claims, in a timely manner., • Effectively use computer systems., • Document patient information clearly and completely in systems., • Interact with other departments to complete billing on accounts., • Process rejections, denials, and other correspondence in a timely manner Experience: • Medical Biller - Experience with billing edits, claim denials, and follow-up activities., • Strong backend billing experience, including Epic and insurance billing, claims processing, denial management, and resolution Skillsets: Billing Account Management, Rejection Processing, Electronic Claims Processing, Paper Claims Processing, Patient Information Documentation, Pre-Authorization Processing, Insurance Aging Report Generation Education: • Baccalaureate Degree from an accredited college or university; or High School diploma About Talent4health: Talent4Health LLC is a leading healthcare staffing agency specializing in connecting qualified healthcare professionals with hospitals and healthcare organizations across the United States. The company provides staffing solutions across nursing, allied health, and other healthcare specialties, supporting both healthcare facilities and professionals in meeting their workforce needs. To know more about Talent4health LLLC, please visit www.Talent4health.com Talent4health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.

The Senior Grants & Finance Manager is integral to fostering an environment and culture conducive to advancing genomics-related research excellence at the New York Genome Center (NYGC). This role oversees the administration of grants and sponsored research, serving as a key resource for Principal Investigators (PIs) and scientific staff. The incumbent manages a diverse portfolio of funding sources, including government and foundation grants, restricted gifts, fellowships, and startup packages, and advises PIs and program management, helping to set up spending plans that maximize restricted fund usage. This role may also oversee NYGC programs and large initiative funds. Acting as an expert on complex sponsored fiscal policies and procedures, the Senior Grants & Finance Manager interprets guidelines and policies, advises faculty and staff on available options or alternatives, and effectively recommends courses of action. This role liaises with departmental counterparts at faculty members' home institutions to streamline effort, spending, and other financial planning. Additionally, the incumbent is responsible for PI-related deliverables, including effort reporting, quarterly expense validations, annual and quarterly fiscal reports, project closeout, and expense monitoring. The position includes direct supervision of the Pre- and Post-Award Specialist, providing guidance, training, and support. As a subject matter expert and central resource for the Grants team, the Senior Grants & Finance Manager will also participate in ERP implementation (e.g., Cayuse) and ensure compliance with grant-related policies. This position reports to the Director of Research Administration. Key Responsibilities include (but are not limited to): Pre-award Activities: • Prepare and submit grant and contract proposals according to sponsor guidelines on behalf of NYGC as the Signing Official., • Review Funding Opportunity (FOA) guidelines thoroughly and communicate key details with PIs and research staff. Provide summaries and checklists of required documents based on FOA requirements., • Develop proposal budgets and compile necessary documents for prime and subawards following sponsor and institutional requirements., • Maintain updated records of current and pending awards, biosketches, and other support documents for PIs., • Review and submit Just-in-Time documents per sponsor requirements. Award Setup and Management: • Coordinate new award account setup and modifications, ensure database records are up to date., • Review and communicate the award terms and conditions, including effort commitment, deliverable requirements, and scientific overlap., • Meticulously review terms and conditions outlined in agreements, and negotiate with sponsors in close collaboration with the legal team as needed. Provide official sign-off to ensure compliance and alignment with organizational policies and objectives., • Manage reduction in budget and re-budgeting processes as necessary. Review and submit prior approval requests to sponsors as needed., • Review and submit timely non-competing progress reports in accordance with sponsor terms., • Manage subaward agreements for Principal Investigators (PIs). Oversee subrecipient monitoring and support PIs in effectively communicating with prime and/or subaward organizations, collaborators, and other stakeholders regarding the execution and management of subawards. Financial Management: • Maintain accurate budget vs. actual reports for all funding sources available to PIs., • Monitor and review expenditures; review and update financials and projections in portfolio workbooks monthly; and provide monthly reporting and continuous PI communication., • Collaborate with PIs on budget forecasting and spending projections., • Monitor subaward progress and invoicing to subrecipients where NYGC is the prime recipient institution., • Review purchase orders, Concur reimbursement requests, and invoices for compliance with grant/funding terms, and NYGC’s internal expense policies., • Closely monitor effort reporting, including facilitating PI sign-off for effort reporting cards for grant-funded personnel., • Perform annual, quarterly, and closeout programmatic and financial reporting for the funding sponsor, as required. Administration and Project Management: • Track, manage, and report on specific funding sources, including sequencing-related contracts., • Develop and maintain financial master workbooks for each faculty and funding source., • Implement and maintain an effort reporting process and quarterly PI expense validations., • Stay updated on compliance requirements associated with federal, state, and private funding., • Directly supervise the Pre- and Post-Award Specialist, providing guidance, training, and support. Review proposals, deliverables and requests to sponsors., • Lead the orientation of new staff by providing training on internal and external systems and processes., • Manage the onboarding of new staff by creating institutional accounts on internal and external systems., • Be actively involved in ERP Implementation (e.g., Cayuse) as a subject matter expert to review, test, and improve processes. The highly qualified candidate will have senior-level responsibilities that require independent management of pre-award and post-award financial management. The successful candidate will play a vital role in our team, contributing expertise in both areas while demonstrating strong leadership and organizational skills. Requirements & Qualifications: • A bachelor’s degree in a business-related field (e.g., accounting, finance, economics) is required; an advanced degree is preferred., • Research Administrator (CRA) certification is preferred., • Seven or more years of related pre- and post-award or budgeting financial experience required, including:, • 3+ years of recent experience with financial administration of NIH grants., • Experience with NSF, US DOE, and US DOD preferred., • Proficiency with general and non-profit accounting principles., • Experience with internal and external audits., • Strong understanding of research compliance issues, federal agency practices, regulations, and policies, including the Uniform Guidance., • Demonstrated ability to collaborate effectively with PIs, research staff, and funding agencies., • Demonstrated experience working effectively, collaboratively, and diplomatically with PIs and senior administrators required., • Supervisory experience preferred., • Excellent written and verbal communication skills with meticulous attention to detail., • Strong problem-solving and analytical skills; demonstrated proficiency in Excel and web-based tools., • Excellent time management and organizational skills. Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At NYGC we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. Competencies: • Technical and Professional Skills: Consistently demonstrates skills and knowledge relevant for the current role; strives to expand the depth and breadth of technical and professional skills; works with a high level of integrity; exhibits focus and discipline; appropriately prioritizes, manages expectations, and delivers on commitments., • Collaborative & Communicative: Models collaboration and teamwork; brings out the best in others; effectively works with all levels, internally and externally; respects and embraces diversity of perspective; communicates clearly and listens carefully; uses good judgment as to what to communicate and when to do so., • Adaptable & Innovative: Adaptable and embraces change; develops new insights and pursues improvements and efficiency; fosters the exchange of new ideas and is willing to challenge the status quo; takes initiative and is solution-oriented; engages in work with passion and curiosity. Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Salary & Benefits The pay range for this position is between $124,000-$139,000 per year; the base pay offered may vary depending on job-related knowledge, skills, and experience. In addition, NYGC offers a full range of medical, financial, and other benefits as well as generous time off. This includes Medical/Dental/Vision for employees &; dependent(s); Vacation, Holidays, Sick, and Other Leave, including a paid winter break; a 401(k) match; Life Insurance; Flexible Spending Accounts; employee Tuition Reimbursement; flexible schedules and telework options for some positions; an Employee Assistance Program; and much more. About the New York Genome Center The New York Genome Center (NYGC) is an independent, nonprofit, academic research organization dedicated to advancing genomic research. NYGC scientists and staff are furthering new approaches to diagnosing and treating neurological diseases and cancer through their unique capabilities in whole genome sequencing, RNA sequencing, state-of-the art analytics, and the development of genomic tools. NYGC concentrates specifically on disease-based research in the following areas: neuropsychiatric disease (autism, schizophrenia, bipolar); neurodegenerative disease (ALS, Alzheimer’s, Parkinson’s, Huntington’s), and cancer. Located in Lower Manhattan, the New York Genome Center was founded by and remains closely affiliated with the leading academic medical centers and research universities in the New York region, engaging in research projects with and for these institutions. Essential to our collaborative work is an outstanding faculty, whose members typically hold a joint appointment at NYGC and a partner university. They support our scientific mission by conducting independent research in areas of mutual interest to us and the wider scientific community. Equal Opportunity We are committed to fostering a workplace environment that is welcoming and fair to all, ensuring that every employee has the opportunity to thrive. We believe that bringing together individuals with diverse backgrounds, experiences, and perspectives leads to greater collaboration, innovation, and discovery. Valuing and supporting each employee in reaching their full potential strengthens our organization and enhances our collective success. We recognize that creating an environment where all employees feel valued and included requires sustained effort and dedication from the entire organization. The New York Genome Center is a VEVRAA Federal Contractor. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, creed, color, gender, religion, national origin, sexual orientation, age, disability, genetic predisposition or carrier status, protected veteran or military status, domestic violence victim status, partnership status, caregiver status, alienage or citizenship status, marital status, or any other characteristic protected by applicable law. NYGC takes affirmative action in support of its policy to hire and advance in employment individuals who are protected veterans and individuals with disabilities.

Growing medical device manufacturer is seeking an experienced Payroll (Paycom) Specialist to support payroll processing and HR-related functions for approximately 100 employees, primarily located in New Jersey. This is a hands-on contract opportunity for a payroll professional who is comfortable managing the full payroll process while also providing support with general HR, administrative, and employee-related activities. • Key ResponsibilitiesProcess and administer bi-monthly payroll for approximately 100 employees using Paycom., • Ensure payroll is processed accurately and timely, including review of hours, overtime, deductions, timekeeping, and payroll adjustments., • Research and resolve payroll discrepancies and employee payroll questions., • Maintain accurate employee and payroll records within Paycom., • Assist with onboarding, employee documentation, and other HR administrative activities., • Provide general HR support as needed, including employee records, reporting, and personnel-related documentation., • Assist with benefits administration and other HR processes as needed., • Support various administrative projects and day-to-day needs of the HR function., • Maintain confidentiality of employee, payroll, and other sensitive company information., • Perform other related duties and special projects as assigned., • Required Qualifications2–3 years of hands-on payroll experience., • 2–3 years of experience using Paycom or strong recent experience with the Paycom payroll platform., • Experience processing payroll accurately and independently., • Strong attention to detail and organizational skills., • Ability to handle confidential employee and payroll information professionally., • Strong communication and problem-solving skills., • Proficiency with Microsoft Office, particularly Excel., • Preferred QualificationsAdditional HR Generalist or HR administrative experience., • Experience supporting employees in a manufacturing, healthcare, medical device, or other regulated environment., • Familiarity with benefits administration, onboarding, employee records, and HR compliance., • Experience working in a fast-paced, growing organization. Ideal Candidate: A dependable, detail-oriented payroll professional who can take ownership of payroll processing while also providing flexible HR and administrative support to a growing organization.

Montefiore has collaborated with Amazon One Medical to become the chief specialty care partner for Amazon One Medical’s primary care patients in Manhattan in Westchester County. Under the general direction of the Senior Director, Analytics and Decision Support, the Sr. Financial Analyst will create, maintain, and monitor revenue cycle and operational reports and analysis for senior executive leadership. Must be able to understand the needs of the leadership and create executive summary reports as well as detailed analytics to support the continuing growth of the partnership. Key duties include: Prepare monthly Accounts Receivable Analysis and journal entries to support month end close process; Reconcile Monthly Revenue to Lock Box and provide approval for funds transfer to Amazon; Reconcile detailed visit and billing transactions to monthly statement, and work with Amazon One team to identify and resolve issues; Partner with IT to develop and maintain (Power BI) KPI dashboard. Qualifications: • Working knowledge of Physician practice/revenue cycle management required., • Bachelor’s in finance, Healthcare Management, or Accounting Required - Masters Preferred, • Combination of 3-5 years of experience within Healthcare Revenue Cycle and Finance Required, • Experience with Power BI and SQL Preferred, • Strong Excel skills (pivot table, v-lookups, macros, etc), • Working knowledge of EPIC Preferred, • Critical thinking skills and the ability to manage time and multiple concurrent projects Montefiore Medical Center is an equal employment opportunity employer. Montefiore Medical Center will recruit, hire, train, transfer, promote, layoff and discharge associates in all job classifications without regard to their race, color, religion, creed, national origin, alienage or citizenship status, age, gender, actual or presumed disability, history of disability, sexual orientation, gender identity, gender expression, genetic predisposition or carrier status, pregnancy, military status, marital status, or partnership status, or any other characteristic protected by law.

Healthcare Staffing Technology My client is a high-growth healthcare staffing technology company that has achieved 1000% growth over the past eight years and continues to expand into new markets nationwide. They are seeking a VP of Recruiting & Account Management to lead and scale two mission-critical functions. This executive will own team performance, client retention, account growth, and operational execution. Key Responsibilities • Lead and scale multi-state Account Management and Recruiting teams, • Build a performance-driven, accountable culture, • Own client satisfaction, retention, and account growth, • Establish scalable processes for relationship management and issue resolution, • Drive daily, weekly, and monthly performance targets, • Partner with Sales, Product, Technology, and Operations Qualifications • 7+ years of healthcare staffing experience, • 3+ years of people leadership experience, • Proven success managing Recruiting and/or Account Management teams, • Track record of scaling teams in high-growth environments Why Join • Profitable company with a track record of significant growth, • High-impact executive leadership position, • Direct influence on growth and operational strategy, • Competitive compensation and performance-based incentives If you are an experienced healthcare staffing leader interested in building and scaling high-performing teams, please reach out directly.

My name is Kenzie Bachelor and I am a recruiter at Insight Global, I came across your profile and feel that your background matches a Financial Counseling Manager we are hiring for one of our clients. Company: NYU Langone Position: Financial Counseling Manager Location: 550 1st Avenue, New York, NY 10016 Duration: PERM Working Hours: 8am-4pm M-F Salary: $82k-$96k (20% fee) Must Haves: • 5-7+ years of Revenue Cycle experience, • Bachelor's degree required, • Previous leadership/supervisory experience, • Strong people management and operational oversight experience Plusses: • Medicaid enrollment/application experience, • EPIC experience, • Financial counseling experience within healthcare, • Experience working with hospital billing or hospital-based revenue cycle operations Day-to-Day: • Oversee day-to-day operations of the Financial Counseling team, • Manage and support a team of approximately 18 staff members, • Ensure compliance with departmental policies and procedures, • Handle staff management, scheduling, and timekeeping responsibilities, • Monitor work queues and operational performance metrics, • Guide patients through Medicaid enrollment and local DSS assistance programs Job Description: Insight Global is seeking a Financial Counseling Manager for a leading healthcare organization. This individual will oversee a team responsible for helping patients navigate financial assistance programs, Medicaid enrollment, and other funding resources. The manager will be responsible for daily operations, staff supervision, policy compliance, workflow management, and cross-functional collaboration with care management and social work teams. The ideal candidate is a strong revenue cycle leader who thrives in fast-paced, evolving environments and can successfully guide teams through operational and system changes, including upcoming EPIC enhancements.

About Us Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate care, innovative technology, and comprehensive fertility treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at _. About the Role The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and ensuring a clear understanding of their financial obligations. This position is ideal for individuals who are customer service-minded, detail-oriented, and thrive in a fast-paced environment. As a Financial Counselor, you will work closely with patients and a multidisciplinary team to deliver compassionate care and a seamless financial experience. We are seeking a Financial Counselor at Pinnacle Fertility - New York. This is a full-time, onsite role with opportunities in Manhattan, New York. The schedule is Monday through Friday, and candidates must be flexible to work either 8:00 AM - 4:30 PM or 8:30 AM - 5:00 PM. Key Responsibilities • Maintain patient accounts by updating personal, financial, and insurance details., • Monitor and manage billing and coding processes, ensuring accurate claim submissions, and compliance with regulations, • Obtain and enter referrals, authorizations, and predeterminations., • Verify benefits/eligibility and determine procedure deposits., • Review financial history, collect balances, and escalate unresolved issues., • Submit daily charge entries for processing., • Obtain waivers for patients without proper benefits or authorization, • Review loan programs with patients lacking insurance benefits., • Serve as a liaison to resolve billing issues with the billing team., • Collaborate with the clinical team to communicate accurate financial obligations., • Assist with additional administrative tasks and projects as needed. Position Requirements • Education & Experience:, • High school diploma required., • 1-3 years of experience in a patient-facing front desk, insurance verification, or customer service., • Skills:, • Expertise in financial counseling, billing, coding, and insurance., • Proficient in claims, authorizations, and collections,, • Strong multitasking, communication, and organizational skills., • Ability to discuss financial matters clearly and empathetically. Compensation & Benefits: • Hourly Rate: $22.00 - $26.00 (Final offer based on experience, skills, and qualifications.), • Benefits: Comprehensive healthcare, dental, vision, and life insurance. Additional perks include generous paid time off (PTO), paid holidays, and a retirement savings program. Detailed information on salary and benefits will be discussed during the interview process. Diversity & Inclusivity at Pinnacle Fertility At Pinnacle Fertility, we are committed to fostering a diverse, inclusive, and welcoming workplace. We are proud to be an equal opportunity employer and encourage applicants of all backgrounds, abilities, and life experiences to apply. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the _ notice from the Department of Labor.

Legacy Oral Surgery & Implants is a family-owned oral and maxillofacial surgery practice with locations in Union City, NJ; Elizabeth, NJ; and Staten Island, NY. We're growing, through new locations and acquisitions, and we're looking for our first dedicated Financial Controller to build the financial foundation for that growth. The Role You'll own the practice's accounting and financial reporting across multiple locations and entities, reporting directly to the COO. This is a hands-on, build-it-right role: you'll set up the processes, controls, and reporting we'll rely on for years. You'll also be a strategic partner on expansion decisions. What You'll Do • Lead the monthly close, reconciliations, and financial statements across multiple entities and locations, • Manage intercompany allocations and shared-cost accounting, • Oversee NJ and NY payroll and tax compliance in coordination with our outside CPA firm, • Build reliable production, collections, and adjustment reporting from our practice-management system, • Own provider compensation calculations and make sure they're accurate, consistent, and well documented, • Support acquisition due diligence, integration, and purchase accounting, • Develop budgets, forecasts, and KPI dashboards for leadership, • Strengthen internal controls, AP/AR processes, and cash management What We're Looking For • accounting experience, including a controller or senior accounting leadership role, • Experience in healthcare, dental, or a multi-location medical group strongly preferred (DSO experience is a big plus), • Solid understanding of revenue cycle concepts: production, collections, adjustments, payer contracts, • Multi-entity accounting experience; acquisition experience is a plus, • CPA preferred, • Strong Excel skills; experience with QuickBooks or similar, and comfort pulling data from practice-management software, • Someone who can work independently, explain numbers clearly to non-finance people, and enjoys building systems from the ground up Compensation & Benefits • Base salary: $80,000–$130,000, depending on experience, • Annual performance bonus, • 401(k), • Paid time off

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Summary This is a hybrid role. Must come into the office 1 day a week and remote 4 days a week Our office is located in Lake Success, Long Island, NY so should be able to commute to our corporate location The Staff Accountant is part of the Accounting Department and reports to the Accounting Manager. This role works closely with the Accounting team and is responsible for supporting the month-end close process as well as Accounts Payable activities. Description Responsibilities • Record cash collections, • Bank reconciliations, • Reconcile collections to RCM, • File and pay sales and use taxes, • Track and pay personal property taxes, • Assist with the corporate credit card program, • Enter and code invoices for payment processing, • Assist with the management of cash on hand at locations, • Various month end close accruals journal entries and workpapers, • Assist with providing data and reports for the audit, • Various additional invoicing and other ad hoc requests as needed Compensation Range: $65,000 - $75,000 The salary/rate range listed here has been provided to comply with local regulations and represents a potential base salary/rate for this role. Please note that actual salaries/rates may vary within this range above or below, depending on experience and location. We look at compensation for each individual and based on experience and qualifications. Qualifications • Bachelor’s degree in Accounting, Finance, or a related field required, • 1–4 years of experience in a Staff Accountant or similar accounting role, • Strong understanding of general accounting principles and month-end close processes, • Experience with accounts payable, bank reconciliations, and journal entries, • Proficiency in Microsoft Excel, including formulas and basic data analysis, • Experience working with accounting systems; Workday or similar systems preferred, • High level of accuracy and attention to detail, • Strong organizational skills with the ability to manage multiple priorities and meet deadlines, • Ability to work independently as well as collaboratively in a team environment, • Strong written and verbal communication skills Compensation $70,000 - $75,000 The salary/rate range listed here has been provided to comply with local regulations and represents a potential base salary/rate for this role. Please note that actual salaries/rates may vary within this range above or below, depending on experience and location. We look at compensation for each individual and based on experience and qualifications. EEO Statement PM Pediatric Care is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status or any other characteristic protected by law.

FP&A Analyst Location: 999 Clifton Avenue, Clifton, NJ (Hybrid) Department: Finance Reports To: FP&A Manager Position Summary We are seeking a highly analytical, resourceful, and self-motivated FP&A / Operations Analyst to support financial planning, reporting, forecasting, and operational analysis. Reporting directly to the FP&A Manager, this role works across Finance and Operations to analyze business performance, improve reporting processes, and turn financial and operational data into actionable insights. We are looking for someone exceptionally strong in Excel, comfortable with Power Query and PivotTables, and quick to learn new systems. The right candidate does not need every step mapped out: if given A through C, they should understand the objective, ask the right questions, and independently work their way through D to Z. Key Responsibilities Operations & Business Analysis · Track and analyze key financial and operational KPIs · Analyze location-level performance and identify trends, risks, and opportunities · Work with operational teams to understand the business drivers behind financial results · Identify opportunities to improve efficiency, reduce costs, and increase profitability Financial Planning & Analysis · Prepare and analyze monthly P&L reporting across locations and business units · Perform budget-to-actual, forecast-to-actual, and prior-period variance analysis · Identify and investigate drivers of revenue, expense, and profitability changes · Assist with annual budgeting and periodic forecasting Excel, Data & Process Improvement · Build and maintain advanced Excel models, reports, and analytical tools · Use Power Query to import, clean, combine, and automate recurring data · Use formulas such as XLOOKUP, INDEX/MATCH, SUMIFS, IF statements, and other advanced Excel functions · Improve and automate manual or repetitive reporting processes · Learn new systems, data sources, and business processes quickly What We're Looking For Technical ability is important, but resourcefulness and ownership are equally important in this role. The successful candidate should be someone who: · Can take an assignment from concept through completion without requiring constant direction · Knows how to research and troubleshoot problems independently · Can take an incomplete data set or loosely defined problem and determine how to move forward Qualifications · Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or related field · 1–3 years of experience in FP&A, financial analysis, accounting, operations analysis, or a similar analytical role · Advanced Microsoft Excel skills · Hands-on experience with Power Query and PivotTables · Working knowledge of P&Ls and financial statements · Strong analytical and problem-solving abilities · High attention to detail and accuracy · Strong written and verbal communication skills Preferred Qualifications · Experience with large data sets · Experience working with ERP, accounting, or financial reporting systems Compensation $60,000–$80,000 base salary, depending on experience and qualifications. What Success Looks Like Within the first several months, the Analyst should own recurring P&L reporting, Excel models, Power Query workflows, KPI reporting, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.

Zurich is currently looking to hire an experienced Underwriter to join our Wholesale Financial Lines team! This position is dedicated to the wholesale broker channel and presents a great opportunity to join our Financial Institution team in one of the following office locations: New York, or Chicago! In this role, you will underwrite and perform financial analysis across financial institution risks. The position will have technical, transactional and market facing responsibilities; and it will also make contributions in the areas of product/proposition development, marketing, fulfillment, and portfolio management. Responsibilities include: • Generating, underwriting, and analyzing financial institution new and renewal policies., • Market facing and production with wholesale brokers., • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules., • Working within broad limits and authorities on highly complex assignments., • Managing a portfolio of accounts and developing a pipeline of business., • Collaborating and cross selling with other stakeholders and lines of business within Zurich. This role will be filled at either an Underwriting Specialist OR Executive Underwriter level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skillset relative to the qualifications listed for this position. Underwriting Specialist Basic Qualifications: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter Basic Qualifications: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area Preferred Qualifications: • Bachelor’s degree, • Underwriting experience with E&O and Cyber products, • Established wholesale broker relationships in targeted region, • Service oriented and responsive, • Strong negotiation skills, • Strong verbal and written communication skills, • Microsoft Office skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Underwriting Specialist is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $100,000.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York, AM - Chicago Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-KJ1 #LI-ASSOCIATE #LI-HYBRID

Zurich is currently looking for an experienced Executive Underwriter to join our Multinational team in New York City! While this position will be based out of our New York City office, you will have the flexibility to work on a hybrid basis being in the office 3 days per week. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal Multinational Property and Casualty accounts. This is a market facing position and you will be expected to be visible in the marketplace 25% of the time. Our motto: One Carrier, One Solution, we are selling Multinational and Domestic business together to provide a holistic solution to multinational customers. Responsibilities: • Underwriting, analyzing, and generating new and renewal business, • Market facing and production within the Middle Market Multinational division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining agency and broker relationships in the East Region, • Working within broad limits and authorities on highly complex assignments Executive Underwriter - Multinational Required Qualifications: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications: • Bachelor’s Degree, • Multinational experience, • Strong verbal and written communication skills, • Microsoft Office experience Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-ASSOCIATE #LI-HYBRID

Build Relationships. Deliver Solutions. Drive Growth. At Zurich, Middle Markets is a key business segment focused on serving the evolving needs of businesses across a wide range of industries. We are committed to attracting customer-focused professionals who bring a sales mindset, strong technical underwriting expertise, and a solution-oriented approach to risk management. Our team works across diverse industries including, but not limited to, General Industries, Manufacturing, and Real Estate, providing comprehensive insurance solutions tailored to each customer's unique needs. With access to Zurich's broad suite of products and capabilities, including international program solutions, you'll be empowered to help customers navigate risk with confidence while growing your career with a global industry leader. This is an exciting opportunity to join a growing and highly visible team within Zurich Middle Market. Position Overview This role will be filled at either the Middle Market Underwriter or Middle Market Underwriting Specialist level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. As a member of this team you will manage a portfolio of complex new and renewal business while serving as a trusted advisor to brokers and customers throughout the New York City region. You'll have the opportunity to leverage your underwriting expertise, market knowledge, and relationship-building skills to deliver profitable growth and exceptional customer experiences. What You'll Do As a member of this team, you will: • Serve as a customer and industry advocate by understanding client risks and delivering tailored insurance solutions that address their evolving business needs., • Evaluate exposures, assess risk, and develop pricing strategies using a disciplined underwriting approach., • Utilize risk insights, data, analytics, and modeling tools to support informed underwriting decisions at the point of sale., • Identify coverage gaps and align Zurich's products, capabilities, and value proposition to deliver contract certainty and comprehensive protection for customers., • Demonstrate strong analytical thinking and provide innovative risk management guidance to brokers and clients., • Underwrite, analyze, and generate profitable new and renewal business opportunities., • Maintain a strong market-facing presence and contribute to production goals within Zurich's growing Middle Markets business., • Apply underwriting guidelines, insurance regulations, rating methodologies, and company policies to ensure sound underwriting decisions., • Develop and strengthen relationships with agency and broker partners to drive sustainable growth., • Operate within established authority levels while managing highly complex assignments and customer needs. Why Join Zurich Middle Market? • Partner with leading brokers and middle market customers across key industries., • Gain exposure to a broad portfolio of risks and sophisticated underwriting challenges., • Collaborate with experienced underwriting, claims, risk engineering, and financial professionals., • Access professional development resources and opportunities for long-term career growth., • Be part of an organization committed to innovation, customer advocacy, and underwriting excellence., • Make a meaningful impact by helping businesses protect their people, assets, and future growth. Basic Qualifications: Middle Market Underwriter: • High School Diploma or Equivalent and 1 or more years of experience in the Insurance area. OR • High School Diploma or Equivalent and 2 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of the insurance industry and the legal and regulatory environment, • Knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines OR Middle Market Underwriting Specialist: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office Preferred Qualifications : • Bachelor's Degree, • Market-facing Property & Casualty underwriting experience, • 2 or more years of underwriting experience within the Middle Market segment or larger accounts, • Ability to effectively assess and evaluate risk, • Strong negotiation and decision-making skills, • Established retail broker relationships, • Superior relationship-building, active listening, needs analysis, and consultative selling skills, • Knowledge of time restraints for quotes on new and renewal business, • Excellent oral and written communication skills, • Strong knowledge of underwriting philosophy, techniques, national/local filing regulations, and guidelines, • Demonstrated technical expertise and a track record of increasing responsibility, • CPCU and ARM designations preferred Ready to Make an Impact? If you're a relationship-driven underwriting professional who enjoys balancing technical expertise, customer engagement, and business development, Zurich Middle Markets offers an opportunity to grow your career while helping businesses navigate risk and succeed. Join a team where your expertise is valued, your development is supported, and your contributions directly influence business success. Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $74,900.00 - $155,100.00. The proposed salary range for the Middle Market Underwriter is $74,900.00 - $122,800.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Middle Market Underwriting Specialist is $94,800.00 - $155,100.00, with short-term incentive bonus eligibility set at 10%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

Build What's Next with Zurich Middle Markets At Zurich Middle Markets, we're experiencing remarkable momentum, delivering double-digit growth for four consecutive years and positioning ourselves for even greater success ahead. Our continued growth is driven by exceptional talent, strong broker partnerships, and a commitment to helping our customers navigate complex risks with confidence. As we continue expanding our Private Equity practice, we are seeking an experienced Underwriting Specialist or Executive Underwriter to join our team in New York City. This is an exciting opportunity to play a key role in a growing business, partner with top-tier brokers and clients, and contribute to a high-performing team known for underwriting excellence and innovation. In this role, you'll serve as a trusted advisor and customer advocate, helping private equity-backed organizations identify, assess, and manage risk through tailored Property & Casualty insurance solutions. You'll have the opportunity to make meaningful business decisions, build valuable market relationships, and directly influence the success of your portfolio. This is a hybrid opportunity based in our New York City office. What You'll Do: As a member of Zurich's Middle Markets Private Equity team, you will: • Build and strengthen relationships with brokers, distribution partners, and customers across a diverse range of industries to support business growth and profitability., • Evaluate, analyze, and price new and renewal business while leveraging your underwriting expertise to maintain a profitable portfolio., • Serve as a strategic partner to customers by understanding their unique operational and financial risks and delivering tailored insurance solutions., • Collaborate closely with cross-functional teams including Claims, Risk Engineering, Finance, Actuarial, and Technical Underwriting to provide best-in-class service and underwriting outcomes., • Utilize your technical underwriting, negotiation, and relationship management skills to identify opportunities, drive business development, and deepen broker partnerships., • Contribute to an innovative and rapidly growing Private Equity segment while building expertise in a highly specialized area of the insurance industry., • Take ownership of your territory and book of business, balancing growth objectives with disciplined underwriting practices. Why Join Zurich Middle Markets? • Be part of a rapidly growing and highly visible Private Equity practice with mentorship offered in this space., • Partner with industry-leading brokers and sophisticated middle market clients., • Collaborate with experienced underwriting professionals and cross-functional experts., • Enjoy the flexibility of a hybrid work environment., • Grow your career within a global insurance leader known for innovation, employee development, and underwriting excellence., • Make a meaningful impact by helping businesses protect what matters most while achieving their growth objectives. Basic Qualifications: This position may be filled at either the Underwriting Specialist or Executive Underwriter level. The final level will be determined based on the selected candidate's experience, technical expertise, and overall qualifications. Underwriting Specialist: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area. AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area. AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business Preferred Qualifications: • Bachelor's Degree, • Established relationships with Private Equity or P&C broker partners, • Strong verbal, written, and interpersonal communication skills, • Proficiency with Microsoft Office applications, • Demonstrated ability to build and maintain strong business relationship, • Strong analytical, negotiation, and decision-making skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $94,800.00 - $205,100.00. The proposed salary range for the Underwriting Specialist is $94,800.00 - $155,100.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID