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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 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 Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 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 Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 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 Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 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 Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 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 Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 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 Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 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 Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 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 Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 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 Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • 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, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

\n CooperDouglas has partnered with a leading healthcare technology company in Southern California to hire a Senior Accountant. \n \n This is a hybrid role in Escondido. Expect more time on site in the first few weeks while you learn the business. \n \n What you will do \n \n\n • Own the month-end close\n, • Handle revenue recognition and accruals under US GAAP\n, • Run AP, AR, invoicing and expense/corporate card administration, and help transition the transactional work to a new team member\n, • Prepare journal entries, reconciliations and supporting schedules\n, • Build and maintain the revenue forecast and help stand up the company's first annual budget\n, • Help eliminate the reliance on an outside bookkeeper\n, • Improve workflows with automation and AI-enabled tools; the company is open to new systems and may change its accounting platform\n, • Support audit, tax and compliance work as the company grows\n\n \n What we are looking for \n \n\n • Bachelor's degree in Accounting or Finance\n, • 3+ years of accounting experience, including hands-on month-end close\n, • Start-up or small-company experience where you built or improved processes\n, • Some exposure to forecasting or budgeting\n, • Self-starter who picks things up quickly and can run the role without a lot of direction\n, • Comfortable doing both higher-level projects and digging into transactions\n, • Stable work history\n, • Comfortable with cloud accounting platforms and AP/expense tools, and curious about AI and new technology\n, • Healthcare or tech experience is a plus, not a requirement\n\n \n Why this role \n \n\n • High visibility and real ownership, working directly with leadership\n, • Fast-growing company that expects to double headcount next year\n, • Room to grow into a manager-level role as the function scales\n, • Full benefits including medical, dental, vision, 401(k) with match and paid time off\n\n \n \n

ArCHitect Therapeutics Senior Accountant Job Description Location: San Diego, CA (preferred onsite) Reports to: Associate Director, Finance & Operations Company Stage: Clinical-stage biotech (pre-IND through pivotal trials) Therapeutic Focus: Immunological diseases About Us We are a mission-driven private biotech company founded to explore completely new, highly coveted chemical space for addressing challenging molecular targets (expand the “druggable universe”) using a combination of bleeding-edge C-H activation technologies (from Prof. Jin-Quan Yu laboratory) and activity-based-protein-profiling (from Prof. Ben Cravatt laboratory). Our lead candidate is a first-in-class molecule with the potential to reshape treatment paradigms in autoimmune and inflammatory disorders. Backed by top-tier investors and world-class scientific founders, we are entering a critical phase of development and seeking a senior accountant to join our operations team. Role Overview As Senior Accountant, you will be the owner of our accounting procedures—from month end close to financial reporting. The ideal candidate is a highly motivated, detail-oriented self-starter who can both think about the big picture by improving processes and implementing more efficient procedures. This is a hands-on, high-visibility role well suited for someone who wants broad exposure across the accounting function, including clinical trial accruals, and operations of a start-up biotech. Key Responsibilities • Manage daily accounting operations, including light accounts payable and oversight, and all necessary business and tax filings, • Lead month end close and general ledger reconciliation processes, in accordance with established internal controls, • Assist with clinical accrual tracking across all clinical trials, • Perform monthly financial statement analysis: evaluate and analyze trends, provide variance analysis against prior period and budget, • Assist with annual audits performed by external auditors, • Initiate and drive process improvements and systems enhancements for greater accuracy, financial control, and efficiency, • Maintain internal controls to support the financial infrastructure, in accordance with SOX requirements, • Assist with ad-hoc projects and serve as a backup to other operational functions from time-time Qualifications • Bachelor’s degree in accounting, or related field with at least 5 years of progressive accounting experience, • Life science industry experience required, • Excellent communications and strong organizational skills, • Knowledge of accounting (ERP) systems, • Detail oriented, efficient, strong system and data flow knowledge, self-starter with excellent people skills who thrives in a fast-paced environment, • Well organized and ability to manage multiple priorities and meet deadlines, • Advance Excel skills preferred (advanced formulas, pivot tables)

📍 San Diego, CA (On-Site) or Des Moines, IA (Remote with optional office workspace available) 💰 $85,000-$115,000, depending on experience, qualifications, and location Help Build and Scale the Finance Operations of a Growing Healthcare Technology Company MedWatchers is a healthcare technology and clinical services organization that partners with health plans, pharmacy benefit managers, pharmacies, and other healthcare stakeholders to improve medication access, adherence, quality outcomes, and member engagement through technology-enabled solutions. We are seeking a hands-on Senior Accountant, Finance Operations to join our growing finance team. Reporting directly to the Senior Director of Finance, this role offers significant ownership, visibility, and the opportunity to help build a scalable finance function. We're looking for someone who embraces modern technology and is excited about using AI-enabled technologies, workflow automation, and other emerging productivity tools to improve efficiency, strengthen analysis, enhance documentation, and support business growth. Responsibilities • Manage accounts payable, accounts receivable, invoicing, and expense administration, • Prepare journal entries and account reconciliations, • Lead assigned portions of the monthly, quarterly, and annual close process, • Maintain accurate accounting records and internal controls, • Assist with audit, tax, and compliance activities, • Improve workflows through automation, process optimization, and technology-enabled solutions, • Support administration and optimization of accounting, banking, expense management, and customer invoicing systems, • Partner with leadership on operational and strategic initiatives Required Qualifications • Bachelor's degree in Accounting, Finance, or related field, • 5+ years of progressive accounting experience, • Experience with general ledger accounting, reconciliations, and month-end close, • Demonstrated ability to independently own accounting processes, manage deadlines, and drive issues to resolution, • Strong Excel skills and understanding of U.S. GAAP, • Ability to thrive in a fast-paced environment Preferred Qualifications • Experience with Xero, QuickBooks, NetSuite, or similar accounting platforms, • Experience with Ramp or other AP and expense management tools, • Healthcare, healthcare technology, SaaS, or professional services experience, • CPA or CPA-track background, • Experience using AI-enabled technologies, workflow automation platforms, and modern productivity tools to improve accounting processes and operational efficiency, • Experience leading process improvement, automation, or systems implementation initiatives Why MedWatchers? • High-impact role with significant ownership and visibility, • Opportunity to help build and improve finance operations in a growing organization, • Collaborative and entrepreneurial culture, • Exposure to finance, operations, technology, and business strategy, • Opportunity to expand responsibilities and grow alongside the company Apply if you're an accountant who enjoys taking ownership, improving processes, leveraging modern technology, and helping a growing organization scale.

Position Summary iXCells Biotechnologies is seeking a highly motivated and detail-oriented Staff Accountant to join our growing Finance team. The Staff Accountant will support the day-to-day accounting operations of the company, ensuring the accuracy and integrity of financial records while maintaining compliance with Generally Accepted Accounting Principles (GAAP) and company policies. This position is responsible for accounts payable, accounts receivable, procurement support, month-end close, financial reporting, and general ledger accounting. The ideal candidate is organized, analytical, and thrives in a fast-paced biotechnology environment. Essential Duties and Responsibilities • Process and maintain Accounts Payable (AP), including invoice coding, approvals, vendor setup, payment processing, and account reconciliations., • Manage Accounts Receivable (AR), including customer invoicing, cash application, collections, and account reconciliations., • Support procurement activities by reviewing purchase requisitions, purchase orders, vendor documentation, and ensuring compliance with company purchasing policies., • Prepare journal entries and maintain accurate general ledger records., • Perform monthly balance sheet, bank, and general ledger reconciliations., • Assist with the monthly, quarterly, and annual financial close process., • Prepare monthly financial statements, supporting schedules, and management reports., • Assist with inventory, fixed asset, and cost accounting activities., • Analyze financial data and identify discrepancies or opportunities for process improvements., • Assist with annual financial audits and prepare supporting schedules and documentation., • Maintain compliance with internal controls, company policies, and GAAP., • Collaborate with Operations, Purchasing, Sales, and Scientific teams to ensure accurate financial reporting., • Support special projects and perform other accounting duties as assigned. Required Qualifications • Bachelor's degree in Accounting from an accredited four-year college or university., • Minimum of three (3) years of experience as a Staff Accountant or in a more senior accounting role., • Demonstrated experience with:, • Accounts Payable, • Accounts Receivable, • Procurement/Purchasing, • Month-end close, • Financial reporting, • Strong knowledge of Generally Accepted Accounting Principles (GAAP)., • Proficiency with Microsoft Excel and Microsoft Office applications., • Experience working with an ERP/accounting system., • Strong analytical, organizational, and problem-solving skills., • Excellent attention to detail with the ability to manage multiple priorities and meet deadlines., • Strong written and verbal communication skills. Preferred Qualifications • Experience in the biotechnology, pharmaceutical, life sciences, or related industry., • Experience using Bill.com for AP automation and payment processing., • Experience with cost accounting, including inventory valuation, manufacturing costs, and product costing., • Experience supporting Financial Planning & Analysis (FP&A), including budgeting, forecasting, variance analysis, and financial reporting., • Experience with ERP systems, preferably NetSuite., • Experience supporting annual financial audits., • CPA or CPA candidate preferred. Knowledge, Skills, and Abilities • Strong understanding of accounting principles and financial reporting., • Ability to analyze financial data and identify trends or discrepancies., • High degree of accuracy, organization, and attention to detail., • Ability to work independently while collaborating effectively across departments., • Strong customer service skills when interacting with employees, vendors, and customers., • Ability to maintain confidentiality of sensitive financial information., • Demonstrated ability to adapt in a fast-paced, growth-oriented biotechnology environment. Physical Requirements • Ability to remain seated for extended periods while working at a computer., • Ability to occasionally lift up to 20 pounds., • Ability to communicate effectively in person, by telephone, and electronically. Work Environment This position is primarily office-based within a biotechnology company. The employee will regularly interact with accounting, operations, purchasing, and laboratory personnel in a collaborative and professional environment. Benefits Compensation- $80,000-95,000 iXCells Biotechnologies offers a competitive compensation and benefits package, including medical, dental, vision, 401(k), paid time off, paid holidays, and opportunities for professional growth and development. Equal Employment Opportunity iXCells Biotechnologies is an Equal Opportunity Employer and is committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable law. Additional Information • This position is open only to candidates who are currently authorized to work in the United States on a permanent basis., • iXCells Biotechnologies does not provide employment visa sponsorship for this position now or in the future., • No third-party recruiters, staffing agencies, or search firms, please. Unsolicited resumes submitted by agencies without a signed agreement with iXCells Biotechnologies will become the property of iXCells Biotechnologies, and no placement fees will be paid.

Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded? Look no further! With over 100 years in the industry, our firm serves clients locally and globally. Our expertise extends across a wide array of industries, ensuring that we can cater to the unique needs of clients from diverse sectors. Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting! Job Summary: The Senior Associate prepares or reviews tax returns for individuals and organizations, researches tax questions, offers suggestions for tax planning, and studies law for potential tax savings. Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Tax Preparation and Accounting • Demonstrates a thorough understanding of the client’s business that extends beyond tax-related aspects, • Recognizes problems, assesses alternatives, • Prepares and reviews tax returns for individuals and organizations, • Researches tax questions, • Offers suggestions for tax planning Client Relationship Management • Clearly communicate recommendations verbally and in writing, • Builds client relationships, • Successfully identifies accounting, business, and tax issues/opportunities and develops solutions/recommendations Administrative Tasks • Works independently with a minimum of supervision, • Follows all policies and procedures established by firm, • Enters time daily to ensure current and accurate tracking of hours, • Assigns hours to each client to ensure accurate billing, • Follows safety rules according to firm Injury and Illness Prevention Program (IIPP) Marginal Functions • Accepts special projects as assigned Job Requirements: To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills Education • Minimum Education (or substitute experience) required: Bachelor’s Degree in Accounting; MBA a plus. Licenses and Certifications • CPA certification (preferred) Experience • Minimum Experience required: 3+ years Tax Accounting Technical Skills • Strong understanding of accounting theory and accounting practices, • Strong understanding of the rules, regulations, and code of conduct, • Strong familiarity with pertinent IRC (Internal Revenue Code) sections and regulations, • Strong proficiency in the preparation of corporate, individual, partnership and other tax returns prepared by the Firm, • Strong organizational skills with excellent attention to detail, • Strong ability to work under pressure, multi-task and meet deadlines, • Strong PC skills, including Microsoft Windows and Office applications, • Strong abilities with various accounting systems Interpersonal Skills • High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for internal and external clients, • Self-motivated, adaptable, able to work with minimal direction in a high pressure environment, • Works independently and is self-motivated to complete tasks and assignments with a minimum amount of supervision and is flexible to accept tasks and projects, • Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity What We Offer: • Competitive compensation, • Unlimited PTO for qualified employees!, • Generous health and welfare benefits, • Focus on work/life balance, • Flexible schedules, • Opportunity to work with a friendly and supportive team, • Strong mentoring program with a focus on the success of each team member The compensation for this position ranges from $70,000 - $110,000. Actual compensation will be dependent upon the individual’s qualifications, experience, skills, licensure, and certifications.

A well-established and growing real estate organization is seeking a Senior Construction Accountant to join their team. This is an excellent opportunity for an accounting professional with a strong background in construction accounting and job costing to work closely with a friendly and collaborative real estate development team. The position offers exposure to complex development projects and construction financing. This is a hybrid position – 2 days a week in-office. Responsibilities: • Take ownership of the accounting for a portfolio of active real estate development projects, • Track construction spending and project costs to ensure expenses are properly recorded, classified and supported, • Maintain accurate financial records for multiple development entities and prepare related journal entries and account reconciliations, • Manage project invoices and coordinate payments throughout the development and construction process, • Work with the development team to track available cash, upcoming funding needs and project expenditures, • Assist with lender draw packages and coordinate the movement of funds for construction-related expenses, • Handle month-end and year-end accounting activities for assigned projects and entities, • Provide schedules, reconciliations and supporting documentation for annual audits and project cost certifications, • Serve as an accounting resource to development teams and work regularly with lenders, contractors, property managers and external auditors, • Provide review and support to Project Accountants and help resolve project accounting issues, • Help improve accounting processes, documentation and internal controls as the organization continues to grow Requirements: • Bachelor’s degree in Accounting or related field, • 5+ years of progressive accounting experience, • Construction accounting experience required, • Strong knowledge of job costing and project-based accounting, • Understanding of the real estate development and construction process, • Solid general ledger and account reconciliation experience, • Excellent communication and organizational skills, • Experience with MRI or Yardi preferred but not required If this position is of interest please apply, alternatively if you would like to discuss your job search and other Accounting & Finance opportunities please email your resume to Paul Gould, Managing Partner: paul.gould@nextlevelresources.net Next Level Resources, Inc. is a professional staffing firm dedicated to finding exceptional Accounting and Finance talent on a permanent and consultant/interim basis for clients throughout San Diego County.

The Vice President (VP) of Accounting position is primarily responsible for leading client accounting engagements, ensuring high-quality financial reporting, and driving process improvements through automation and best practices. This role also serves as a trusted advisor to clients while managing internal workflows to deliver accurate and timely financial information. ESSENTIAL DUTIES AND RESPONSIBILITIES Accounting Advisor Duties (45%) • Prepare and perform detailed reviews of client financial statements and industry reports;, • Complete technical accounting research and special projects;, • Communicate with internal teams to ensure timely and accurate completion of financials;, • Develop and maintain strong relationships with external vendors (e.g., banking, insurance, accounting professionals, etc.);, • Provide financial consulting and strategic guidance to clients;, • Ensure guidance is compliant with current rules and regulations (e.g., federal/state legal compliance, Generally Accepted Accounting Principles, etc.);, • Develop and document accounting standard operating procedures (SOPs) for clients; and, • Participate in client and prospect meetings to support business development (BD Goals apply). Client Relations Duties (20%) • Maintain and strengthen ongoing client relationships;, • Ensure client questions are responded to accurately and in a timely manner;, • Provide “white glove” service to clients;, • Partner closely with clients from start to finish; and, • Develop custom solutions based on the client’s specific needs. Operational Efficiency Duties (30%) • Identify opportunities to expand financial analysis services and improve client processes; PEAK VENTURES 401 W A Street, Suite 200, San Diego, CA 92101 Page 2 of 3 • Identify efficiencies within the financial close process and related workflows;, • Explore new SOPs to promote efficiency and higher quality of service; and, • Collaborate with executive team regularly on SOP enhancements. Administrative Duties (5%) • Ensure timecard is accurate and submitted at the end of each Semi-Monthly pay period;, • Report any inaccuracies on timecards prior to the end of the pay period in writing immediately; and, • Follow all Company policies and procedures (e.g., Employee Handbook). Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. WORK ENVIRONMENT AND PHYSICAL DEMANDS The physical demands/conditions described below are representative of those that must be met/tolerated by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. (Examples) • Frequently sitting at a desk for sometimes long and continuous periods of time;, • Answering or making calls on the telephone for sometimes long and continuous periods of time;, • Frequently standing, walking, reaching, climbing, and stooping;, • Lifting up to 50 lbs.;, • Looking at a computer screen for long periods of time; and, • Exposure to low to moderate noise levels typically associated with an accounting office. QUALIFICATIONS Incumbents must demonstrate the ability to follow policies and procedures as established in the Company’s Employee Handbook. Incumbents will also contribute to a positive work environment by behaving and communicating in a manner such that they get along with all constituent groups, co-workers, and management. In addition, the education, experience, and other skills listed below are representative of the knowledge, skills, and/or abilities required. EDUCATION • Required: basic reading, writing, and math skills typically associated with a high school diploma or equivalent., • Required: Bachelor’s degree in accounting, finance, or equivalent., • Preferred: Master’s degree in accounting, finance, or equivalent. CERTIFICATIONS, LICENSES, AND REGISTRATIONS • Required: QuickBooks Online (QBO) or willing to obtain within six (6) months of hire date., • Preferred: Certified Public Accountant (CPA) License. WORK EXPERIENCE • Required: five (5) years of accounting leadership, client-facing accounting advisory, or equivalent experience. KEY SKILLS SET • Must exhibit a high level of confidentiality;, • Excellent written and oral communication skills;, • Strong interest in process improvement, automation, and modern accounting software;, • Strong organizational, time-management, and problem-solving skills and ability to meet tight deadlines;, • Proven ability to manage a portfolio of clients;, • Able to manage competing priorities efficiently; and, • Team player. EQUIPMENT AND APPLICATIONS • Working knowledge of MS Office software, including Word, Excel, Outlook, PowerPoint, and SharePoint and messaging applications (e.g., Slack);, • Working knowledge of accounting software (e.g., QuickBooks); and, • Working knowledge of all standard office equipment (e.g., copy machines, scanners, printers). Department: Accounting Reports to: President Job Type: Part-Time or Full-Time Location: Hybrid/Open to Remote Pay Range: $40.00-$50.00 per hour FLSA Status: Non-Exempt

Overview Our client, a fitness related business, is seeking a hands-on Temporary Staff Accountant to provide immediate coverage and support during a leave of absence. This person will jump in quickly, operate with minimal ramp time, and help keep day-to-day accounting operations and close activities moving smoothly. Sage Intacct experience is required and a must-have. This role is hybrid-onsite in Carlsbad, CA. And you must be able to start immediately. Type: Contract, hybrid in Carlsbad Schedule: Regular day hours Duration: 1 month to start, could extend as needed Pay: $40 - $45/hr, paid weekly Temporary Staff Accountant Responsibilities: • Support day-to-day accounting operations including general ledger activity, journal entries, account reconciliations, and transaction review., • Assist with month-end close activities:, • prepare and post recurring and ad hoc entries, • reconcile balance sheet accounts, • support tie-outs and variance explanations, • Partner with internal stakeholders to resolve accounting issues and ensure timely processing., • Provide support for audit-ready documentation and requests as needed., • Maintain and reinforce strong internal control practices and accurate documentation., • Contribute to process improvement and clean, consistent accounting practices within Sage Intacct (and connected workflows). Temporary Staff Accountant Qualifications: • Demonstrated Staff Accountant / GL accounting experience (full-cycle exposure strongly preferred)., • Sage Intacct: hands-on proficiency (navigation, entries, reporting, reconciliations)., • Strong working knowledge of core accounting principles and best practices., • Proven ability to work fast, accurately, and independently in a high-accountability environment., • Clear communicator—comfortable working with non-accounting partners., • Avaiilable to start immediately.

Company Description AURUM PROFESSIONAL GROUP LIMITED is a professional services firm focused on delivering high-quality accounting and tax support to a diverse client base. The organization is committed to accuracy, integrity, and timely service, helping individuals and businesses navigate complex financial and regulatory requirements. Team members collaborate closely with clients to provide tailored solutions that support long-term financial stability and growth. The firm values continuous learning, professional development, and a supportive work environment where accounting professionals can build their careers. Role Description The Accountant / Tax department role is a full-time, on-site position based in San Diego, CA. The individual in this role will prepare and review tax returns for individuals and businesses, ensure compliance with relevant tax laws and regulations, and assist with tax planning initiatives. Day-to-day responsibilities include maintaining and reconciling general ledger accounts, preparing and analyzing financial statements, and supporting month-end and year-end closing activities. The role also involves responding to client inquiries, gathering and organizing financial documentation, and collaborating with colleagues to resolve tax and accounting issues. The Accountant will be expected to stay current with changes in tax legislation and accounting standards and contribute to process improvements within the department. 1. Position & Compensation Employment Type: Full-Time Pay Rate: Entry Level: $30.00 / hour Experienced: $45.00 / hour (Commensurate with experience and qualifications) 1. Key Responsibilities Bookkeeping and monthly/quarterly financial statement preparation (QuickBooks) Payroll processing and payroll tax filings Preparation of individual and corporate tax returns (Individual & Corporate) Client communication and correspondence with tax authorities (IRS, FTB, EDD, etc.) 1. Qualifications & Preferred Skills Bilingual Korean and English required due to frequent client communication in Korean "As our firm handles cross-border advisory and Korean-American business clients" Degree in Accounting or prior practical experience in a CPA firm preferred Proficiency in QuickBooks and tax software (ProSeries, etc.) preferred 1. Benefits & Working Environment Location: San Diego, CA Working Hours: Monday – Friday (Standard Full-Time) Benefits: Health insurance support, Retirement plan (401k), Paid Time Off (PTO).

About Nevium Nevium Intellectual Property Consultants specializes in intellectual property valuation, economic analysis and expert testimony. The firm supports clients and legal teams in complex matters involving trademarks, copyrights, patents, brands, defamation and other intangible assets. We are a small, collaborative team where employees have meaningful visibility into the business and the opportunity to make an impact. The Opportunity Nevium is seeking an experienced, proactive Executive Assistant to work closely with the firm’s President and help keep the business organized, responsive and moving forward. This role is ideal for someone who anticipates needs, takes ownership and thrives in an environment where priorities can change quickly. You’ll manage executive scheduling, business travel, client opportunities and follow-up while also supporting office operations, CRM administration, marketing initiatives and occasional litigation-related projects. What You’ll Do • Manage the President’s calendar, meetings, business travel and scheduling., • Help organize the President’s business inbox, new client opportunities and follow-up., • Prepare and proofread correspondence, retention letters and client communications., • Maintain CRM records and help track opportunities through the business-development pipeline., • Coordinate with clients, attorneys, the firm’s accountant, technology providers and other partners., • Support email campaigns, client communications and the firm’s annual industry conference., • Keep the San Diego office organized, stocked and running smoothly., • Maintain confidential records and organized electronic files., • Help improve workflows, templates and internal processes., • As bandwidth permits, assist with litigation-related research, document organization, summaries and project support. Required Qualifications • 5+ years of administrative, executive support or related professional experience., • Exceptional organization, accuracy and attention to detail., • Strong writing, proofreading and professional communication skills., • Excellent judgment and discretion with confidential information., • Ability to manage competing priorities and pivot quickly when circumstances change., • Proactive, resourceful approach with strong follow-through., • Proficiency with Microsoft Office, Google Workspace, CRM systems and new technology., • Team-oriented mindset and willingness to handle both strategic and routine responsibilities. Preferred Qualifications • Experience supporting executives or partners in consulting, legal, financial or other professional-services environments., • Familiarity with litigation terminology, processes or documents., • Experience with Salesforce, Pipedrive or a similar CRM., • Experience with email marketing or client communications., • Event or conference coordination experience., • Paralegal training, legal research or document-review experience., • Familiarity with emerging productivity and AI tools. Above all, we are looking for someone who is curious, resourceful, accurate and dependable. You should enjoy learning how a business works, asking thoughtful questions and finding better ways to keep people, information and priorities organized. Work Environment This is a full-time position based in Nevium’s Little Italy office in San Diego. The role is designed around in-person collaboration, with flexibility for one remote day per week. Nevium offers direct access to leadership, varied responsibilities and room to grow for someone who demonstrates initiative, curiosity and strong performance. Compensation $90,000-$100,000 annually, depending on qualifications and experience. Benefits • Health insurance, • Paid time off, • 401(k), • Relocation assistance Why Join Nevium? At Nevium, you will not be several layers removed from the work or the people making decisions. You will have direct access to firm leadership and the opportunity to become a trusted contributor to how the business operates. The work is varied. The environment is collaborative. Some days are predictable and others require the team to quickly pivot around a changing client, deposition, trial or reporting deadline. If you are someone who takes ownership, notices the details others miss and enjoys making a busy executive and a small team more effective, we would like to hear from you. Additional Job Application Terms This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search. Do you agree to the additional job application terms, linked in the job description and available at _?

Episcopal Diocese of San Diego – Chief Financial Officer The Episcopal Diocese of San Diego is a constituent member of The Episcopal Church, which provides a welcome and a worshiping community in the Anglican tradition through 45 churches located throughout southern California and one county in Arizona. The Diocese’s mission is to connect an ever-growing number of people to God in Jesus Christ through discipleship, evangelism, and service. We are a loving, inclusive community that welcomes all people without regard to gender, race, ethnicity, or sexual identity. Position Summary The Chief Financial Officer is a member of the Bishop’s Executive Team and serves as Treasurer of the Episcopal Diocese of San Diego and Treasurer of Diocesan Convention. Reporting directly to the Bishop, the CFO provides executive leadership for diocesan finance, administration, human resources, property, insurance, risk management, technology, governance support, and congregational advisory services. The CFO oversees EDSD’s $2.8M annual operating budget, $16M investment portfolio, financial systems, administrative operations, and related personnel. The CFO supervises three staff members, including the diocese’s Controller, Accountant, and Mission Real Estate Portfolio Manager. Essential Responsibilities Executive Leadership · Report directly to Bishop and serve as a member of the Bishop’s Executive Team and principal advisor on financial, administrative, operational, human resources, property, insurance, risk management, technology, and governance matters. · Serve as the Bishop’s liaison to finance, property, budget, audit, human resources, and mission real estate committees and task forces. · Represent the Diocese in negotiations, transactions, partnerships, and external relationships as designated by the Bishop. · Advise congregations on finance, human resources, property, and administrative matters, drawing on a deep understanding of individual congregations and their financial capacity. Finance, Treasury, and Governance · Serve as chief financial advisor to the Bishop, Executive Council, Standing Committee, Diocesan Convention, and diocesan leadership. · Direct financial operations, including budgeting, forecasting, accounting, treasury, cash management, cash-flow planning, investments, banking relationships, internal controls, audits, congregational audit guidance, financial reporting, restricted funds, grants, and loans. · Serve as Treasurer of the Diocese and Diocesan Convention, presenting budgets, financial statements, assessments, investment reports, financial resolutions, analyses, and recommendations as required. · Oversee diocesan approval processes, financial policies, records, reporting systems, and compliance related to loans, leases, property transactions, contracts, major commitments, accounting, tax, nonprofit, church, and civil requirements. Strategic Plan Implementation · Works with Bishop, executive team, and ministry leaders to implement the diocese’s Strategic Plan. · Provides executive oversight of strategic plan initiatives to increase clergy affordability and create congregational plans for strategic and secure uses of church property. · Leads creation of budgets and financial timelines for use of funds raised and grants received for the Strategic Plan. Mission Real Estate Oversight · Oversight of staff, ministry team, and grant funding that supports the Diocese’s work with congregations to develop real estate in ways that meet a need in the community, bring in financial resources to support the congregation, and offer a ministry opportunity for the church. Human Resources and Benefits Administration · Direct diocesan human resources and benefits administration, including compensation, recruitment support, employee relations, personnel policies, handbooks, payroll oversight, retirement and leave programs, and compliance with federal, state, and church requirements. · Advise congregations on clergy and lay employment matters, compensation practices, benefits administration, human resources policies, employee engagement, leadership development, and workforce planning. Property, Grants, Insurance, and Risk Management · Provide executive oversight for diocesan and congregational real estate matters, including property tax exemptions and issues, leases, loan agreements, easements, development agreements, acquisitions, dispositions, and related property documents. · Support affordable housing initiatives, capital projects, redevelopment opportunities, strategic asset management, facilities planning, mission-aligned property use, grants, restricted funds, project financing, and special initiatives. · Oversee diocesan insurance and risk management programs, including carrier and broker relationships, coverage requirements, claims coordination, congregational guidance, compliance monitoring, and risk mitigation strategies. Administration, Technology, and Supervision · Oversee diocesan administrative operations, technology systems, financial and accounting systems, donor management and automation initiatives, records management, archiving, Microsoft 365, SharePoint, cybersecurity awareness, data protection, records retention, process improvement, and operational continuity. · Serve as a resource to congregations, clergy, wardens, treasurers, vestries, and ministry leaders on finance, accounting, governance, property, human resources, insurance, compliance, stewardship, sustainability, and effective administration, including workshops and educational programs. · Supervise diocesan finance, human resources, administrative, and support personnel; establish departmental goals, priorities, and performance standards; and foster collaboration across diocesan ministries and departments. · Maintain strong relationships with congregations, clergy, volunteers, diocesan staff, and external partners, and perform other duties as assigned by the Bishop. · Supervise the work of three staff: Controller, Accountant, and Mission Real Estate Portfolio Manager. Qualifications · Executive-level experience in finance, administration, nonprofit management, human resources, risk management, or a related field. · Strong knowledge of fund accounting, investments, budgeting, nonprofit governance, employment practices, and organizational leadership. · Excellent analytical, communication, negotiation, and presentation skills. · Ability to work effectively with bishops, clergy, governing bodies, staff, volunteers, congregational leaders, and external partners. · Commitment to the mission and ministry of the Episcopal Diocese of San Diego; knowledge of Episcopal polity preferred. · Experience with affordable housing development preferred. Salary Range: $145,000 to $155,000 Benefits: Health Insurance, Disability, Pension Plan Shared Appreciation Loan funding available to help with the purchase of a home

Senior Accountant A growing, well-capitalized real estate investment firm is seeking a Senior Accountant to join its La Jolla team. Reporting directly to the CFO, this high-visibility role focuses on reviewing property-level financials, managing entity and fund accounting, and producing consolidated financial statements and investor reporting packages. It is an excellent opportunity for a confident accountant ready to broaden their experience and make a meaningful impact within an entrepreneurial firm. Responsibilities • Gather and review financial statements, trial balances, and supporting reports from third-party property operators for accuracy and completeness, • Identify discrepancies in property-level financials and coordinate with operators to resolve errors, • Manage entity-level, fund, joint venture, equity, and intercompany accounting, • Prepare journal entries, reconciliations, accruals, and supporting schedules, • Consolidate property-level results into accurate portfolio and entity financial statements, • Prepare investor reporting packages using property financials, trial balances, and supporting schedules, • Produce variance analyses and management reports, • Assist with acquisitions, dispositions, capital activity, and distributions, • Support audits, tax preparation, and external reporting requests, • Improve reporting processes, internal controls, and monthly close procedures, • Partner with the CFO on financial analysis and special projects Qualifications • Bachelor’s degree in Accounting, Finance, or a related field, • 3-5+ years of progressive accounting and financial reporting experience, • Real estate accounting experience strongly preferred, • Comfortable reviewing property-level financial statements and trial balances, identifying errors, and resolving discrepancies, • Experience with multiple entities, consolidations, and financial statement preparation, • Strong understanding of entity-level accounting; fund, joint venture, equity, or investment accounting experience highly desirable, • Confidence in independently reviewing financial information and producing accurate financial statements and investor reports, • Strong knowledge of U.S. GAAP and advanced Excel skills, • CPA and/or public accounting experience is a plus, • Organized, proactive, detail-oriented, and comfortable taking ownership in a growing environment This is an exciting opportunity to join a collaborative, high-performing team with excellent benefits, direct exposure to senior leadership, and a clear path to step into an Accounting Manager role as the platform continues to expand.

Title: Senior Staff Accountant Company: Healthcare Services Compensation: Up to $110k + bonus Location: Remote Summary: A client of ours is hiring a Senior Staff Accountant to support a large, multi-entity healthcare services organization with annual revenue exceeding $500M. This is a hands-on role for someone with strong GL and revenue accounting experience who can navigate a complex environment, resolve accounting discrepancies, and help improve processes and systems. Responsibilities: • Manage month-end, quarter-end, and year-end close activities, including account reconciliations and flux analysis., • Analyze complex accounts receivable, deferred revenue, bad debt reserves, and revenue recognition., • Maintain accurate financial reporting, internal controls, and compliance with GAAP., • Partner with leadership and operational teams to resolve accounting issues and support business initiatives., • Collaborate with onshore and offshore accounting teams to improve accuracy, consistency, and efficiency., • Identify process improvement opportunities and help standardize accounting procedures across multiple systems and business units., • Support external audits and related reporting requirements. Qualifications: • Bachelor's degree in Accounting, Finance, or a related field., • 5+ years of progressive accounting experience, including strong general ledger and close experience., • Experience in a complex, multi-entity organization with $500M+ in annual revenue., • Strong analytical skills with the ability to investigate discrepancies across large data sets and multiple systems., • Proven ability to improve processes and adapt in a fast-paced, evolving environment., • Strong communication, organization, and problem-solving skills. Healthcare, dental, or medical services experience is a major plus, particularly exposure to insurance receivables, third-party payors, and complex revenue streams. Experience with offshore accounting teams, ERP systems, and a CPA are also preferred, but not required.

Civic Communities works to enhance the quality of life for those living and working in low-income, underserved and distressed communities. We use leveraged financing to foster livable communities and healthy neighborhoods, nurture small business and stimulate job creation. We also provide project management, technical consulting and construction services support. The ideal candidate will perform various professional accounting duties and maintain computerized books and records for the Corporation through financial statements and year-end audits. The incumbent will perform grant accounting, and will assist in the development of budgets, financial statements and annual audits and tax returns. Responsibilities • Maintains full accounting records including, but not limited to, cash receipts, accounts payable and receivable processing, billing and collections, bank reconciliations, fixed asset management and tracking, general ledger account roll forwards, monthly and year-end journal entries and monthly and year-end closings., • Prepares monthly, quarterly and year-end financial reports., • Performs month-end allocation of expenses billable to third parties., • Monitors project/vendor contract budgets and expenditures against approved funding sources and monitors remaining balances., • Performs grant accounting., • Assists in the preparation of annual budgets., • Assists with coordinating the year-end audits., • Assists in the preparation of annual tax returns. Qualifications • A bachelor's degree or its equivalent in accounting, finance, business or a closely related field is desired. Relevant work experience will be considered in lieu of a degree., • At least five (5) years of progressively responsible professional level experience in accounting, finance and budgeting. Experience should include financial statement preparation., • Knowledge of fund accounting and grant accounting., • Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.) For full job description, qualifications and application instructions, please visit www.civiccommunities.com under About and Employment Opportunities.

Accountant | ARV Finance Location: Hybrid (1–2 Days In-Office in La Jolla, CA / 3–4 Days Remote) Position Type: Full-Time Experience Level: 3+ Years About the Role: At ARV Finance, we believe precision, responsiveness, and flexibility go hand in hand. We are seeking a highly analytical, detail-driven Accountant to manage our core financial operations. In this role, you will own full-cycle accounting processes while delivering the high-touch, white-glove service our clients, vendors, and partners depend on. This position offers a balanced hybrid schedule: 1 to 2 days per week in our collaborative La Jolla office for team connection and strategy, with the remainder of the week worked remotely. Key Responsibilities: • Full-Cycle Accounting: Own general ledger maintenance, month-end close, journal entries, Chart of Accounts management, and bank reconciliations., • Specialized Loan & Mortgage Accounting: Apply specialized expertise in loan and mortgage accounting, utilizing QuickBooks Desktop alongside Excel and Google Sheets for advanced financial modeling and data analysis., • AP, AR, and Vendor Management: Oversee Accounts Payable and Receivable functions, troubleshooting accounting issues and maintaining seamless relationships with external vendors., • White-Glove Communication: Serve as a responsive, proactive financial point of contact for clients, lenders, and internal stakeholders, ensuring inquiries are addressed thoroughly and promptly., • Reporting & Analysis: Prepare accurate financial statements and deliver data-driven insights to support strategic business decisions., • Execution Under Pressure: Manage competing priorities, tight deadlines, and ad-hoc operational requests in a fast-paced, high-demand environment. Qualifications & Requirements: • Education: Bachelor’s Degree in Accounting or Finance., • Professional Experience: 3+ years of progressive experience in corporate accounting, public accounting, or auditing., • Technical Proficiency: 3+ years of hands-on experience with QuickBooks (QuickBooks Desktop preferred) and strong proficiency in Excel/Google Sheets., • Industry Knowledge: Solid understanding of GAAP principles, general ledger operations, and loan/mortgage accounting concepts., • Communication Style: Overly communicative and proactive by nature, with a commitment to maintaining clarity, alignment, and high service standards across all interactions., • Mindset: Highly analytical, self-motivated, and resilient in navigating fast-paced or stressful market conditions independently. What We Offer: • Hybrid Work Model: Structured schedule providing 3–4 days of remote work alongside 1–2 days of in-office collaboration., • Professional Development: A forward-thinking culture that values career growth, accountability, and continuous learning., • Collaborative Environment: A team of experienced professionals dedicated to operational excellence, mutual support, and clear communication. How to Apply If you are a proactive finance professional who thrives in a dynamic, high-touch environment, we invite you to submit your application and resume to start the conversation!

Job Responsibilities: • Monthly capitalization & depreciation entries for GL, • Monthly Fixed Asset, • Complete annual/quarterly impairment review, • Annual property tax return, • Support annual financial statement audit & any govt. agency audits, • Prepare quarterly/annual govt. reporting, • Monthly review of subsidiaries, • Monthly fluctuation analysis/accruals, • Month-end close payroll, • Reconcile GL accounts, • Monthly balance sheet reconciliations as needed, • Address accounting issues, • Ad-hoc reporting & analysis as needed, • Other duties as needed Job Requirements: • Bachelor’s Degree Finance, Accounting, or similar, • 5+ years of Accounting/Finance experience – public/private/auditing background, • Excellent Excel skills (pivot tables, v-lookups, etc.), • Strong data analytics skills, • Self-motivated, multi-tasker, ability to work under minimal supervision, • CPA is preferred

LHH is partnering with a rapidly growing, publicly traded life sciences organization that focuses on therapies delivered worldwide. This company offers a collaborative culture, strong leadership, and the opportunity to contribute to meaningful work that positively impacts healthcare outcomes. This Sr AP Accountant is ideal for an accounting professional who enjoys improving processes, partnering cross-functionally, and working in a fast-paced, highly regulated environment. Key responsibilities of this Sr AP Accountant include: • Manage and support full-cycle accounts payable activities, including invoice processing, vendor payments, purchase order transactions, credit memos, accruals, and reconciliations., • Oversee corporate travel and expense programs, ensuring compliance with company policies and providing support to employees., • Administer corporate credit card programs, monitor transactions, resolve issues, and generate reporting., • Conduct vendor onboarding and maintenance activities, including verification of banking information, tax documentation, and approval workflows., • Process domestic and international payments via ACH, wire transfers, checks, and banking platforms., • Prepare month-end journal entries, accruals, account reconciliations, aging analyses, and various AP and expense reporting schedules., • Research and resolve vendor, employee, banking, and payment-related inquiries while partnering with internal stakeholders and external service providers., • Support 1099 reporting, vendor tax compliance, audit requests, and internal control requirements., • Assist with NetSuite system enhancements, automation initiatives, workflow improvements, and process optimization projects., • Identify opportunities to improve efficiency, strengthen controls, and enhance the overall employee and vendor experience. Minimum qualifications: • Bachelor's degree in Accounting, Finance, or a related field., • 5+ years of experience in accounts payable, procure-to-pay, expense management, or general ledger accounting., • Proficiency with NetSuite, expense management platforms, and Microsoft Excel., • Background within life sciences, biotech, pharmaceutical, manufacturing, or another highly regulated industry is preferred., • Experience working within a SOX-controlled, publicly traded, or similarly regulated environment., • Strong understanding of AP operations, accrual accounting, month-end close processes, internal controls, and compliance requirements., • Experience processing domestic and international payments, including ACH and wire transfers. Benefit offerings include competitive salary with excellent benefits; medical, dental, vision, life insurance, FSA, and 401K plan with employer match. Program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available Paid Time Off, Extended Sick Leave, and Paid Holidays. Employee Discounts and Wellness Programs Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.lhh.com/us/en/privacy-policy/ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Senior Accountant | $38-$50/hr | Contract-to-Hire | Onsite, San Diego, CA Our client is looking for a Senior Accountant to support key accounting operations, financial reporting, and process improvement initiatives. This individual will play an important role in maintaining accurate financial records, supporting month-end activities, and assisting with system optimization efforts. This role is ideal for someone who is detail-oriented, analytical, and comfortable balancing both day-to-day accounting responsibilities and more complex accounting projects. If this role sounds like a fit and you'd like to hear more, apply now! Who You Are: • Experience in full-cycle accounting, including account reconciliations, general ledger maintenance, and month-end close activities., • Background supporting billing, accounts payable, and other operational accounting functions., • Experience working within ERP systems, with exposure to system improvements, implementations, or data cleanup efforts strongly preferred., • Familiarity with project-based accounting environments and related financial processes., • Comfortable navigating changing priorities while maintaining accuracy and meeting deadlines., • Strong analytical skills with the ability to identify discrepancies, investigate issues, and recommend solutions. What You'll Do: • Support daily accounting operations, including billing, payables processing, and transaction review., • Assist with month-end close procedures, reconciliations, and financial reporting activities., • Maintain accurate accounting records and support general ledger integrity., • Analyze historical transactions and investigate account variances to improve financial accuracy., • Partner with internal stakeholders to enhance accounting procedures and operational workflows., • Contribute to ongoing system optimization efforts and help identify opportunities for increased efficiency and reporting improvements. What To Do Now: Please send your resume to mjoyce@provenrecruiting.com if you would like to learn more information about this position! We actively support and promote people of various backgrounds, from race, religion, and gender to geographical area, university, lifestyle, and personality types. Our client base is diverse, and we strive to reflect that in every opportunity. Apply now! Compensation What does this position pay? Compensation is determined by several factors including skillset, experience level, and geographic location. The expected range for this role is $38-$50/hour. Please note this is an estimate. Actual pay may vary based on qualifications and experience.

Senior Audit Accountant Weworski & Associates | San Diego Metropolitan Area | Full-Time | Hybrid Build your career in public accounting with greater flexibility, meaningful client relationships, and a path to leadership. Are you an experienced audit professional ready for more ownership, direct client interaction, and room to grow? Weworski & Associates offers the opportunity to advance your public accounting career in an established CPA firm that values technical expertise, responsive client service, and professional development. With a flexible hybrid schedule, direct access to firm leadership, and opportunities to mentor developing accountants, you can take the next step in your career while building the skills needed for future Supervisor and Manager responsibilities. Why Consider Weworski & Associates? • Flexible Hybrid Work: Typically one day per week in the office, with additional in-office time during select busy periods., • Career Advancement: Develop your leadership capabilities and progress toward Supervisor and Manager-level responsibilities., • Direct Client Exposure: Build trusted relationships with clients and take an active role in managing audit engagements., • Collaborative Leadership: Work closely with experienced Managers and Partners in a firm of approximately 25 professionals., • Meaningful Ownership: Contribute to engagement planning, budgeting, audit quality, and client deliverables rather than focusing solely on individual assignments., • Manageable Travel: Approximately 10–15% travel, primarily to client locations, with much of the work performed remotely., • A Different Busy-Season Rhythm: June is typically the firm’s busiest month, offering a different schedule from the traditional January-to-April tax season. What You’ll Do As a Senior Audit Accountant, you’ll play an important role in delivering high-quality assurance services while developing your technical and leadership expertise. • Plan and perform financial statement audits, reviews, and other assurance engagements., • Conduct risk assessments, test internal controls, and execute substantive audit procedures., • Prepare and review audit workpapers, analyze account balances and transactions, and identify potential audit issues., • Develop clear, well-supported findings and recommendations in accordance with applicable professional standards., • Coordinate engagement timelines, manage client information requests, and help maintain engagement budgets., • Serve as a key point of contact for clients, building relationships through effective communication and responsive service., • Mentor and support junior accounting professionals, helping strengthen team performance and technical development., • Collaborate with Managers and Partners to improve audit methodologies, maintain quality standards, and prepare for increased leadership responsibility. What You’ll Bring • At least 4 years of accounting or auditing experience, with public accounting audit experience strongly preferred., • Bachelor’s degree in Accounting., • Active CPA license or successful completion of all four sections of the CPA exam., • Previous experience functioning as a Senior Accountant, In-Charge Auditor, or in a comparable public accounting role., • Strong knowledge of U.S. GAAP, auditing standards, financial statement audits, internal controls, and risk assessment., • Ability to manage multiple engagements, prioritize competing deadlines, and exercise sound professional judgment., • Strong analytical, organizational, and problem-solving skills., • Excellent client communication skills and the ability to mentor developing accounting professionals., • Proficiency with accounting and audit software and general business technology., • Willingness to travel approximately 10–15% as required. About Weworski & Associates Weworski & Associates is an established San Diego CPA firm providing audit and advisory services to a diverse client base. The firm’s senior professionals bring experience from medium and large public accounting firms, creating a foundation of technical expertise, practical training, and responsive client service. With a focus on quality, long-term client relationships, and continued professional development, the firm offers an environment where experienced accountants can contribute directly to client success while building their own careers. Ready for Your Next Step? If you’re ready to take greater ownership of audit engagements, strengthen client relationships, and develop toward future leadership opportunities, we invite you to explore this position. Apply today to start a conversation about your next move in public accounting.

Title: Sr. Accountant Location: San Diego, CA 92130 - Hybrid 3 Days in office Duration: 06 months (Possibility of extension) Position Summary: Performs a variety of accounting responsibilities while ensuring compliance with Generally Accepted Accounting Practices (GAAP), Sarbanes Oxley (SOX) and company policies and procedures. Primary Duties and Responsibilities: • Ensures accuracy and compliance with GAAP, SOX and company policies and procedures., • Maintains the integrity of financial systems., • Prepares and maintains schedules calculating accruals, including research and development accruals., • Performs reconciliations and analyses of certain General Ledger (GL) and bank accounts., • Prepares and records journal entries., • Prepares reports for internal reporting., • Prepares schedules, reports and documentation for internal and external audits., • Performs month-end close activities., • Data entry and analysis of transactions., • Ensures that all actions, both internally and externally working on Client’s behalf are in compliance with all laws regulations, policies and demonstrates Client values., • Completes special projects as required. Skills: Key Candidates Skills: • Ability to work independently and solve moderate to complex problems, • Detail oriented with good analytical skills, • Communicate effectively across all levels of the organization, • Proven track record of reliability and accurate work product, • Results-oriented, ability to prioritize projects and deliver quality results within tight time constraints, • Excellent written and verbal communication, • Experience operating with candid transparency, professionalism, strong emotional intelligence, and the highest degree of integrity, • Working knowledge of Generally Accepted Accounting Principles (US GAAP), • Experience with NetSuite a plus, • Skilled in Microsoft Office Suite with intermediate to advanced Excel skills Product: A seasoned, experienced professional with a full understanding of area of specialization. Works on problems of diverse Product where analysis of data requires evaluation of identifiable factors. Resolves a wide range of issues in creative ways. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Normally receives little instruction on day-to-day work, general instructions on new assignments. Schedule Notes: 3 days per week in the San Diego office

Company Description Ventura Kuehn & Associates is a CPA firm based in San Diego, CA, providing comprehensive tax and accounting services to individuals, businesses, and organizations. The firm focuses on delivering accurate, timely, and compliant financial solutions that help clients meet their obligations and plan for long-term success. Team members collaborate closely with clients to understand their unique situations and offer tailored guidance. The workplace values integrity, technical excellence, and ongoing professional development. Joining Ventura Kuehn & Associates offers the opportunity to work with a diverse client base in a supportive, growth-oriented environment. Role Description The Senior Tax Accountant is a full-time, on-site role located in San Diego, CA. This role is responsible for preparing and reviewing complex individual, corporate, partnership, and fiduciary tax returns, ensuring compliance with federal, state, and local tax regulations. Tasks may include researching tax issues, identify planning opportunities, and respond to tax notices and inquiries from authorities. The Senior Tax Accountant will analyze financial statements, assist with year-end closing activities, and support clients with tax projections and advisory services. The role also maintaining accurate workpapers and documentation, and collaborating with partners and clients to deliver high-quality service. Qualifications • Strong proficiency in tax compliance and tax preparation, with the ability to manage complex tax engagements., • Solid understanding of tax law and regulations, including experience in planning and advisory work related to tax., • Advanced accounting skills, including general ledger work, reconciliations, and documentation of supporting schedules., • Bachelor’s degree in Accounting, Finance, or a related field; CPA license or EA preferred., • Several years of progressive public accounting or tax-focused experience, ideally in a client-facing role., • Proficiency with Lacerte tax preparation software and accounting systems; strong Excel skills are beneficial., • Excellent analytical, organizational, and communication skills, with attention to detail and the ability to manage multiple deadlines.

Title: Senior Accountant - SEC Reporting & Technical Accounting Company: Biotech / Life Sciences industry Compensation: Up to 120k + bonus + equity + excellent benefits Location: San Diego, CA - Hybrid Opportunity Our client is seeking a Senior Accountant to join their SEC Reporting & Technical Accounting team. This position will play a key role in external financial reporting, the financial statement close, technical accounting research, audit support, and SOX compliance. The ideal candidate will have 3+ years of relevant accounting experience, including at least 2 years in public accounting, with Big 4 experience strongly preferred. Candidates should have a strong understanding of U.S. GAAP, technical accounting research, and the ability to independently manage multiple priorities and deadlines. Key Responsibilities • Support quarterly and annual SEC reporting, including 10-Qs, 10-Ks, earnings releases, tie-outs, and XBRL review, • Prepare journal entries and account reconciliations across areas such as investments, leases, debt, equity, and stock-based compensation, • Assist with preparation of consolidated financial statements, including statements of equity and cash flows, • Support SOX compliance and internal control activities for assigned processes, • Research and interpret current and emerging U.S. GAAP and technical accounting guidance, • Prepare technical accounting memos related to transactions and adoption of new accounting standards, • Assist with maintaining and developing accounting policies, • Identify opportunities to improve accounting processes and procedures, • Support audits and other accounting-related projects as needed Qualifications • Bachelor's degree in Accounting or related field, • 3+ years of relevant accounting experience, including at least 2 years in public accounting, • Big 4 public accounting experience, • CPA certification or actively pursuing CPA, • Strong understanding of U.S. GAAP and technical accounting research, • Strong analytical, organizational, and communication skills, • Ability to work independently while collaborating effectively with cross-functional teams, • Proficiency with Microsoft Office, • Experience working with biotech or life sciences companies/clients, • SEC reporting and filing software experience, such as Broadridge, • Experience with SAP or another ERP system, • BlackLine, Equity Edge Online, Clearwater, or OneStream experience, • Public company SEC reporting experience

Our client is looking for a Staff Accountant to join the team in San Diego. Qualified candidates are recent Accounting graduates who are actively pursuing CPA licensure. Responsibilities: • Maintain and reconcile general ledger accounts, • Prepare and post journal entries, • Assist with month- and year-end close process, • Assist in the preparation of financial statements, • Perform ad hoc duties Qualifications: • Bachelor's degree in Accounting, • CPA eligible and ideally actively in the process of obtaining CPA licensure, • Team player with effective written and verbal communication skills, • Microsoft Excel skills (Pivot tables, VLOOKUPs) Benefits: • Comprehensive medical, dental, and insurance coverage plans, • Stellar work-life balance with little to no overtime, • Supportive environment that fosters professional and personal growth Please apply here or email sion@ignitedrecruiting.com with your resume for further consideration.

Location: Remote Contract length: 2 months (2 month extension likely) Schedule: Fulltime, 40 hrs/week Job Overview: This role supports the Finance team with financial reporting, analysis, and audit readiness on a flexible, as-needed basis. The ideal candidate is highly experienced, detail-oriented, and able to shift between high-level analysis and hands-on execution as business needs arise. Financial reporting and analyzing the Company’s proprietary product sales transactions, focusing on GTN (gross to net) reserve accuracy and compliance. Ensures timely execution of key accounting processes and contributes to broader organizational effectiveness through collaborative support of finance and administrative operations. Job Responsibilities: • Manage and analyze proprietary product sales and related transactions, • Prepare and reconcile GTN (Gross-to-Net) reserve accounts, including returns, chargebacks, and rebates, • Review RSM reports and GTN forecasts; identify and explain key variances, • Prepare monthly GTN summaries and presentations for Commercial and FP&A teams, • Review and post revenue-related journal entries; reconcile related GL accounts, • Lead AR aging reconciliations and resolve debit memo or collection issues with 3PLs and customers, • Coordinate with the Department of Veteran Affairs and AP on payment processes, • Support external audits and internal reviews with schedules, reconciliations, and documentation, • Maintain SOX/internal controls compliance across areas of responsibility, • Contribute to budgeting, forecasting, and financial statement support as needed Job Qualifications: • Minimum four (4) year college-level accounting degree, CPA or CMA preferred, • Seven plus years relevant experience, • An equivalent combination of experience and education may be considered, • Strong analytical skills and problem-solving capabilities, • Ability to work both autonomously and cross-functionally with others, • Shows initiative and is solutions-oriented, • Experience with general office information systems, Microsoft Office products, and accounting software or ERP systems, • Advanced Microsoft Excel skills (Pivot tables, V-lookups, etc.)

Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded? Look no further! With over 100 years in the industry, our firm serves clients locally and globally. Our expertise extends across a wide array of industries, ensuring that we can cater to the unique needs of clients from diverse sectors. Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting! Job Summary: The Client Accounting Services (CAS) Accountant provides comprehensive outsourced accounting and advisory support to firm clients. This role serves as an extension of the client’s accounting department, managing day-to-day accounting operations, monthly close, and financial reporting. The CAS Accountant is a primary point of contact for clients and plays a key role in delivering timely, accurate, and value-driven accounting services. Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Accounting and Advisory • Function as an extension of the client’s accounting department, providing hands-on support for all routine accounting needs., • Manage day-to-day client accounting activities, including bookkeeping, payroll processing, accounts payable and receivable, monthly close activities, and financial reporting., • Provide recommendations to clients on process improvements, automation opportunities, and best practices to enhance accounting efficiency., • Deliver exceptional client service, including accounting guidance and strategic advisory support. Administrative Tasks • Works independently with a minimum of supervision., • Follows all policies and procedures established by firm., • Enters time daily to ensure current and accurate tracking of hours., • Assigns hours to each client to ensure accurate billing., • Follows safety rules according to firm Injury and Illness Prevention Program (IIPP). Marginal Functions • Accepts special projects as assigned. Job Requirements: To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills. Education • Related experience required. Bachelor’s degree in Accounting or Finance a plus. Experience • 2+ years of public accounting or client accounting experience, including payroll processing. Technical Skills • Strong understanding of Generally Accepted Accounting Principles (GAAP), • Strong knowledge of accounting operations, month-end close, and financial reporting., • Excellent communication, organizational, and problem-solving skills., • Ability to manage multiple client engagements simultaneously and work independently., • Proficient with Microsoft Office (Word and Excel), QuickBooks and using various software packages; Microsoft Dynamics Business Central a plus!, • Ability to maintain a high level of accuracy in preparing and entering information. Interpersonal Skills • High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for internal and external clients., • Self-motivated, adaptable, and able to work with minimal direction., • Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity., • Ability to handle confidential information. What We offer: • Competitive compensation, • Generous health and welfare benefits, • Focus on work/life balance, • Flexible schedules, • Opportunity to work with a friendly and supportive team, • Strong mentoring program with a focus on the success of each team member The compensation for this position ranges from $50,000 - $64,000. Actual compensation will be dependent upon the individual’s qualifications, experience, skills, licensure, and certifications.

Job Title: Staff Accountant Company: Distribution Industry Compensation: $35-37/hr (DOE) Job Description: • Analyze and process monthly consignment sales activity, ensuring transactions are accurately recorded and reconciled., • Prepare and post recurring and non-recurring journal entries in accordance with month-end close deadlines and accounting policies., • Perform budget-to-actual analyses and provide detailed explanations of financial variances to support management decision-making., • Complete monthly balance sheet reconciliations and maintain supporting documentation for internal and external audit requests., • Assist with the preparation, consolidation, and review of monthly financial reporting packages and management reporting materials., • Partner with internal departments to provide financial analysis, respond to inquiries, and support reporting needs across the organization., • Review project-related financial documentation for completeness and accuracy, establish project records, and maintain associated tracking information., • Assign and maintain work-in-process (WIP) classifications while monitoring project-related expenses throughout the lifecycle of each project., • Review purchase orders, allocate production and project-related costs, and ensure expenses are accurately reflected in project costing and financial reporting., • Close completed projects and validate final costs, including production, preparation, and other applicable expenses., • Maintain a high level of accuracy, organization, and data integrity while meeting established deadlines., • Effectively manage multiple priorities in a deadline-driven environment while consistently producing quality work. Required Qualifications: • Bachelor's degree in Accounting, Finance, Economics, or a related field., • 3-5 years of progressive accounting experience, including general ledger accounting responsibilities., • Familiarity with journal entries, account analysis, and balance sheet reconciliations., • Strong analytical, organizational, and problem-solving skills., • Ability to work independently and thrive in a collaborative, small-team environment., • Growth-oriented mindset with a willingness to learn and take on new responsibilities. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com .

Job Title: Revenue Accounting Manager Hybrid: 3 days onsite | North County San Diego Compensation: $125K-$160K + 20% Bonus + Equity Vaco is partnering with a large, publicly traded technology/fintech company with multi-billion-dollar annual revenue seeking a Lead Revenue Accountant to join their expanding Revenue Accounting & Go-To-Market organization. This opening is due to internal promotion and team growth and sits within a high-visibility group that supports multiple business units and product lines. Although this is an individual contributor role, it operates at a manager level, with dotted-line oversight, technical leadership, and significant cross-functional influence. What You Will Do • Lead technical revenue accounting activities, including reviewing complex contracts, identifying performance obligations, and ensuring compliance with ASC 606., • Manage monthly and quarterly revenue close processes, including journal entries, reconciliations, and in-depth analytical reviews., • Own revenue-related internal controls, assess risks, and help design and strengthen end-to-end revenue processes., • Prepare technical accounting memos and white papers, and partner with external auditors to explain revenue positions., • Work cross-functionally with Sales, Marketing, Legal, Product, Billing, and FP&A on new offerings, pricing changes, and operational impacts to revenue., • Communicate revenue impacts clearly to non-accounting partners and influence business decisions with a balanced technical and operational perspective., • Support system improvements, revenue tool enhancements, and process optimization as the company scales., • Serve as a subject matter expert within the revenue organization and a trusted partner to leadership. Qualifications • Bachelor's degree in Accounting or Finance., • ~7+ years post-grad experience (public accounting, technical accounting, and/or revenue)., • Strong technical accounting foundation; revenue experience preferred but general technical accounting acceptable with ASC 606 exposure., • Ability to succeed in a fast-paced environment and handle multiple priorities., • Strong communication skills, including working comfortably with non-accounting teams and confidently pushing back when needed., • Experience writing technical memos/white papers and supporting audits., • Understanding of deadlines, controls, risks, and operational process flows., • CPA preferred; if not public accounting, must have strong technical accounting experience. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.

About the Opportunity: We are partnering with an established technology company in San Diego seeking a Senior Staff Accountant to join its collaborative accounting team. This direct hire opportunity offers hands-on ownership of month-end accounting, and room to grow. The ideal candidate brings public-company accounting experience and enjoys solving problems, improving workflows, and taking ownership of assigned responsibilities. Location: San Diego, CA Salary Range: $80,000-$95,000 Please note this figure is an estimate and actual pay may vary based on qualifications and experience. Responsibilities: • Prepare month-end journal entries and balance sheet reconciliations, investigate discrepancies, and resolve outstanding items., • Maintain customer settlement schedules, calculate amounts payable to customers, and reconcile related accounts., • Record and reconcile payroll and employee benefits accruals., • Maintain deferred revenue schedules and account for warranty-related balances and activity., • Prepare inventory adjustments, including reserves and capitalized labor and overhead., • Develop audit schedules and supporting documentation and respond to auditor requests., • Follow established internal controls, update process documentation, and identify opportunities to improve efficiency and automation., • Support accounting projects and collaborate with colleagues as business needs evolve. Qualifications: • Accounting experience within a publicly traded company or a subsidiary of a publicly traded company is required., • Hands-on experience preparing journal entries, reconciliations, and accruals and supporting month-end close., • Familiarity with internal controls and experience following established accounting procedures., • Strong analytical, organizational, and problem-solving skills, with reliable follow-through., • Ability to communicate clearly, collaborate across a small team, and adapt to evolving processes. About Sayva Solutions: Sayva Solutions is an accounting, finance, technology, business transformation, and human resources professional services firm focused on building long-term relationships through teamwork and doing what’s best for others. By partnering with Sayva, you gain access to an experienced team with a strong network of trusted clients, market insights, and personalized career guidance. We help you navigate opportunities that align with your professional and personal goals, ensuring you are prepared, informed, and positioned for success in your job search.

Our focus is growth. Is yours? Barrett Business Services, Inc. (BBSI) helps business owners focus on their business. We offer outsourced HR, risk consultation, payroll administration, insurance, and recruiting to small-and medium-sized businesses. We combine expert knowledge with industry leading solutions allowing business owners to focus on their core business while building stronger companies. The BBSI Payroll Specialist position is a key member of the business unit team that consults on a broad range of organizational and management areas. The primary objective of the Payroll Specialist is to process perfect and timely payrolls for around 60-80 clients with a variety of pay periods, pay cycles, and payroll complexities. Additionally, the Payroll Specialist will work closely with clients to understand their payroll and accounting systems and processes to help identify and recommend process improvements. The successful candidate must demonstrate strong business acumen and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver value to our clients and internal teams. This position reports to the Area Manager and works in partnership with other positions within the business unit, branch and corporate office. Duties and Responsibilities Run high volume perfect and timely on- and off-cycle payrolls (800+ employees) for multiple client companies Become an expert in new client onboarding, BBSI payroll, CRM (Salesforce), timekeeping and HRIS systems. Identify systems options to achieve better results for clients and BU members Perform on-site client payroll training, HRP web training and use of all feature functionalities relevant to client Become subject matter expert on client data including turnover, ongoing or seasonal headcount fluctuations, time & attendance, building payroll bridges, import & export requirements, prevailing wages, job costing, certified payroll, standard & custom reporting requirements of client companies Desired Skills and Experience Minimum 5 years of payroll experience – ideally in a multi-client, fast-paced, demanding environment Strong client service orientation and superb customer service skills Demonstrated experience in process improvement and streamlining – within prior role or department Experience as a bookkeeper or accountant desirable Must be self-driven to succeed and help drive success for our business owners Knowledge of wage and hour laws and taxability of wages. Exposure to workers’ compensation claims management helpful. Effective communicator with individuals at all levels within an organization Professional appearance and demeanor; excellent verbal and written communication skills Exceptional time management skills and ability to work collaboratively in a team setting, with minimal supervision Systems experience including proficiency in MS Office, particularly Outlook, Excel and Word. Experience in CRM, Citrix preferred, HRP software experience a big plus Associate’s degree preferred; advanced degree is a plus CPP or FPC designation highly preferred MS Office experience Approximately 10% of time to be spent out of the office (local travel within 50 miles of office) for client visits and onsite training For individuals with these requirements, this position offers: • The stability of working for a publicly traded, growth-oriented company • Phenomenal work environment where we work hard, have fun, promote growth and development, and build great relationships with solid business professionals • Opportunity to impact the success and growth of client companies and BBSI • Knowledge that you are working for a results-oriented organization • Experience interacting with professionals in multiple industries Salary and Other Compensation: The starting pay range for this position is $27.00-$36.06. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate. This position is also eligible for incentive pay in accordance with the terms of the Company’s plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program. Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices. Click here to review the BBSI Privacy Policy: https://www.bbsi.com/privacy-policy “California applicants: to see how we protect your data, visit our website at https://www.bbsi.com/privacy-notice-california-applicants.”

Tax Manager (Partner Track) Company: Leading Business Tax Advisory Company Location: San Diego (Hybrid) About Us: Our client is a dynamic and rapidly growing public tax company with a strong presence in California and Hawaii. Our commitment to providing exceptional tax services and innovative solutions has earned us a reputation for excellence. We foster a collaborative and supportive work environment that encourages professional development and rewards initiative. Position Summary: Our client is seeking a highly motivated and experienced Senior Tax Accountant to join the team in San Diego. The ideal candidate will want to be on a partner track. They will have a strong understanding of tax laws and regulations, exceptional analytical skills, and a proven ability to deliver accurate and timely tax services to our clients. Qualifications: • Must be in San Diego or willing to relocate: This is essential for seamless collaboration with our team and clients., • CPA License: Must have an active CPA License in California, • Public Tax Experience: Minimum of 3 years, • Entrepreneurial Spirit: We value proactive individuals who are eager to take ownership of their work and contribute to the growth of our company., • Lifetime Learner: The tax landscape is constantly evolving. We seek individuals who are passionate about staying ahead of the curve and expanding their knowledge base., • Strong Analytical and Problem-Solving Skills: The ability to analyze complex tax issues and develop effective solutions is crucial for success in this role., • Excellent Communication and Interpersonal Skills: You will be interacting with clients, colleagues, and tax authorities regularly. Clear and concise communication is essential., • Proficiency in Tax Software and Technology: Experience with tax preparation software and other relevant technology is highly desirable. Responsibilities: • Tax Preparation and Compliance: Prepare and file accurate and timely tax returns for individuals, businesses, and trusts, ensuring compliance with all applicable laws and regulations., • Tax Research and Planning: Conduct thorough research on tax issues and develop innovative tax planning strategies to minimize tax liabilities for our clients., • Client Advisory: Provide expert tax advice and guidance to clients, helping them navigate complex tax matters and make informed decisions., • Tax Controversy and Representation: Represent clients before the IRS and state tax authorities in audits, appeals, and other tax controversies., • Team Collaboration: Work closely with other tax professionals and support staff to deliver exceptional tax services to our clients. Benefits: • Competitive Salary and Benefits Package: We offer a comprehensive benefits package that includes health insurance, retirement savings plans, and paid time off., • Professional Development Opportunities: We invest in our employees' growth and provide opportunities for continuing education and career advancement., • Dynamic and Supportive Work Environment: Our team is passionate about tax and dedicated to providing the highest level of service to our clients., • Work-Life Balance: We understand the importance of work-life balance and strive to create a flexible and supportive work environment.

Senior Accountant Pay: $110,000 – $130,000 per year Job Type: Full-time, in person (San Diego) Reports To: Accounting Manager About Us We're a San Diego-based healthcare management services organization supporting a group of cardiology, vascular, imaging, and surgical practices, along with related real estate holding companies. Our accounting team handles a multi-entity structure with management fee arrangements, intercompany activity, and healthcare-specific revenue, and we're in the middle of moving to Sage Intacct. We're looking for a Senior Accountant who is strong technically and always looking for a better way to get things done, including using AI tools to automate reconciliations, variance analysis, financial analyses, and close tasks. Key Responsibilities • Oversee accounting transactions across multiple entities, • Own and supervise the monthly close, including journal entries, account reconciliations, and research on proper accounting treatment, • Prepare and/or review intercompany transactions, management fees, and eliminations; generate intercompany invoices as needed, • Prepare monthly, quarterly, and annual financial reports for multiple entities, • Prepare financial analyses and identify discrepancies, trends, and key indicators, • Work with bookkeeping staff to improve procedures and efficiency, • Assist with budgeting and forecasting, • Help develop and implement accounting policies, procedures, and internal controls, • Support system implementations and integrations, including our Sage Intacct rollout, • Coordinate annual audits and assist with tax compliance, • Additional duties as assigned Qualifications • Bachelor's degree in Accounting, Finance, or a related field, • At least 5 years of private/industry accounting experience, including ownership of the month-end close for multiple entities, • Strong working knowledge of GAAP, • Experience with intercompany accounting and consolidations, • Advanced Excel skills, • Experience with a multi-entity ERP (Sage Intacct, NetSuite, or similar) strongly preferred; QuickBooks Online experience a plus, • Healthcare experience a plus, • CPA or CMA a plus, • Hands-on use of AI tools to automate manual work and improve the speed and accuracy of reporting and financial analyses, • Detail-oriented, organized, and comfortable managing multiple deadlines, • Clear written and verbal communication; works well independently and with a team, • Available for extended hours around month-end as needed What We Offer • Hands-on involvement in our Sage Intacct implementation, • Direct visibility with finance leadership, • A team that values process improvement and new tools Benefits 401(k), health, dental, and vision insurance, paid time off, and paid sick time Schedule • Monday – Friday

We are seeking a Senior Project Accountant to join a growing nonprofit organization focused on affordable housing and community development. The organization develops, acquires, renovates, owns, and operates affordable housing communities throughout California and Texas, serving thousands of residents. This is an opportunity to join a collaborative team where Accounting plays an important role in supporting real estate development, construction projects, and long-term property operations. About the Role The Senior Project Accountant will provide accounting support for real estate development projects, with a strong focus on job cost and construction accounting, accounts payable, construction draws, cash management, and project cost tracking. This position will work closely with internal development and accounting teams as well as external stakeholders, including auditors, lenders, property management teams, and general contractors. The Senior Project Accountant will also provide guidance to Project Accountants and help strengthen accounting processes, documentation, and internal controls. Key Responsibilities • Oversee job cost accounting and accounts payable for real estate development and construction projects., • Maintain general ledgers for development entities, including journal entries, reconciliations, and capitalization of project costs., • Reconcile intercompany accounts across enterprise and development entities., • Prepare and review project-level trial balance reconciliations., • Monitor and analyze development project cash balances., • Support construction draws, funding requests, and project disbursements., • Perform treasury and cash management activities for development projects., • Prepare and maintain loan draw schedules and supporting documentation., • Support year-end close and annual audits for development entities., • Coordinate with auditors regarding cost certifications, eliminating entries, and required affordable housing documentation., • Review project accounting activity and provide guidance to Project Accountants to ensure accuracy and compliance., • Collaborate with development, construction, property management, and accounting teams to resolve accounting issues and keep projects moving forward., • Help document and improve Real Estate Accounting policies and procedures to strengthen internal controls and standardize processes. Qualifications • Bachelor's degree in Accounting or related field., • 5+ years of accounting experience, including significant construction accounting experience., • Strong understanding of the construction lifecycle, project costs, and development accounting., • Experience with job cost accounting, general ledger accounting, reconciliations, and project-level accounting., • Strong analytical and problem-solving skills with the ability to research issues, identify discrepancies, and determine appropriate solutions., • Strong Excel skills, including SUMIF/SUMIFS, VLOOKUP/XLOOKUP, and PivotTables., • Excellent verbal and written communication skills., • Strong attention to detail, organization, and follow-through., • Ability to work independently, ask questions, research solutions, and take ownership of assigned projects. Preferred Experience • Affordable housing accounting, • Real estate development accounting, • Construction draws and loan draw schedules, • Low-Income Housing Tax Credits (LIHTC), • Experience working with lenders, general contractors, auditors, and property management teams, • Yardi, • MIP/Abila Work Environment This is a hybrid position that may require occasional work at development or construction sites. The role may involve visiting active construction sites and working in both office and outdoor

Company Description davisREED Construction, Inc. is a nationally ranked general contractor in the top 200, with seven locations across the United States and over 30 years of industry experience. The company combines the values and agility of a small firm with the resources and capabilities of a large organization. Its project portfolio ranges from Five-Star Resorts to Public Works, with senior leadership engaged on every project to deliver added value and precise execution. davisREED emphasizes the growth and development of team members, fostering an entrepreneurial culture and a strong commitment to quality construction. The organization encourages individuals who are eager to learn, grow, and build long-term careers in construction. Role Description The Project Coordinator/Accountant is a full-time, on-site role based in San Diego, CA. This position supports project teams with day-to-day administrative and accounting tasks, including maintaining project documentation, organizing contracts and change orders, and tracking critical deadlines. The role assists with project budgeting, coding and processing invoices, reconciling accounts, and helping prepare regular financial reports for project leadership. The Project Coordinator/Accountant also communicates with subcontractors, vendors, and internal stakeholders to resolve billing issues, confirm payment status, and ensure accurate records. This role works closely with project managers and the accounting department to support smooth project execution, compliance with company procedures, and timely financial reporting. Qualifications • Strong project coordination skills, including organizing documentation, tracking schedules, and supporting multiple projects simultaneously., • Foundational accounting skills such as accounts payable/receivable, invoice processing, cost tracking, and basic reconciliations., • Proficiency with office and construction-related software (e.g., Excel, Word, project management or accounting systems); ability to learn new tools quickly., • Effective communication and collaboration skills to work with project managers, accounting teams, vendors, and subcontractors., • High attention to detail, strong organizational abilities, and a commitment to accuracy and accountability., • Experience in construction, real estate development, or a related industry is preferred but not required., • Associate or bachelor’s degree in accounting, business, finance, or a related field, or equivalent relevant experience., • Ability to work on-site in San Diego, CA and maintain a professional, solution-focused approach in a fast-paced environment.

Job Description Capital Budget Manager Type: Direct Hire (Full-Time, Permanent) Location: San Jose, Los Angeles, Chico, or Bakersfield, CA (Onsite) Salary: $130K–$185K per year, DOE About the Role Lead the capital budget and General Rate Case (GRC) cost estimating program behind a $1.2B three-year water utility capital plan, based in San Jose, Los Angeles, Chico, or Bakersfield. We are partnered with a California investor-owned water utility to recruit a Capital Budget Manager reporting to the Director of Capital Planning and Budgeting within the Engineering Department. The ideal Capital Budget Manager brings a strong accounting and finance foundation and communicates with everyone from the CFO to field operators. This is a permanent seat in a regulated business that plans its capital investment nine years out. The selected candidate will be hired as a full-time employee directly with our client. Key Responsibilities Capital Budgeting and Planning • Serve as technical lead for capital budget standards, processes, and forecasting, and support long-range strategic planning for the Capital Planning team, • Own the annual capital budget for all districts, subsidiaries, and acquisitions, partnering with districts and departments on a $1.2B+ three-year plan and ~$450M annual budgets, • Review and approve capital funding projects and non-specific and blanket work orders, recommend non-specific spending reductions, and co-lead annual Project Manager validation of investment and close targets, • Report capital spend, project close, carryover, and budget-to-actual results, perform Earnings Test analysis by district, and recommend estimating and scheduling improvements, • Present the annual capital program to company officers and the Board Rate Case and Cost Estimating • Oversee the capital cost estimating program, including standards, methods, consultants, cost databases, catalog governance, and quality assurance of estimates, • Grow the estimating program with each GRC, including high-level costs for the nine-year district project list and Cost Catalog updates, • Assemble three-year capital budgets for GRC filings covering 1,200+ projects, support the Rates department, and lead capital input to GRC settlement and its master project spreadsheet, • Respond to data requests from the California Public Utilities Commission (CPUC) and the Public Advocates Office, and prepare rebuttals Team, Systems, and Collaboration • Manage a three-person team (civil engineer, budget analyst, technician), including assignments, performance reviews, staff development, and hiring recommendations, • Serve as primary budget administrator for PowerPlan, train districts and departments on PowerPlan and budget processes, and develop training materials, • Work with engineering and operations staff on capital project parameters and costs, and represent Engineering on project teams, committees, and improvement initiatives Qualifications Required • Bachelor’s degree in Accounting, Finance, Financial Management, Economics, Business Administration, or a related field, • Knowledge of supervisory principles, practices, and techniques, with demonstrated leadership skills and the ability to select and evaluate supervisory staff, • Knowledge of capital project budgeting and budgeting techniques, and of forecasting, tracking, and reporting for projects and programs of various sizes and budgets, • Knowledge of CPUC rules, regulations, and rate case filings, • Broad knowledge of engineering and project management practices for planning, designing, building, and operating water and wastewater facilities, • Strong written, verbal, and presentation skills, including presenting budget analysis to management, writing clear policies and procedures, and using Microsoft Office, • Demonstrated problem-solving, organizational, and time management skills, with sound independent judgment in setting priorities and executing goals, • Ability to maintain effective working relationships with contractors, vendors, consultants, regulators, and district, department, and engineering staff, • Valid California Driver License Preferred • Management experience, • Five or more years of progressively responsible experience in capital budgeting, forecasting, financial analysis, reporting, or capital portfolio management, • Experience administering or supporting PowerPlan or a similar enterprise capital budgeting system (strongly preferred), • Knowledge of cost estimating principles, standard practices, and software, including high-level capital cost estimating, • Certified Public Accountant (CPA) Compensation & Employment Employment Type: Direct hire, full-time (40 hours per week) with our client Salary: $130K–$185K per year, DOE Benefits: Full benefits package Work Model: Onsite at the office nearest the selected candidate; relocation required if not within commuting distance of any of the four offices Innovation Consulting LLC is an equal opportunity employer and recruiter. We review candidates without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic.

Job Description Job Title: Senior Accountant, Tax Department: Tax FLSA Status: Exempt ABOUT THE ROLE Haskell & White is one of the largest independently owned public accounting firms in Southern California, serving a diverse mix of public and private middle-market companies across industries including real estate, technology, life sciences, manufacturing, and nonprofits. Our Tax team helps businesses and individuals navigate complex tax regulations with clarity and confidence, combining deep technical knowledge with the personalized attention our clients rely on. As a Senior Accountant, you will take ownership of client engagements, mentor staff, and make independent decisions that directly impact the quality and efficiency of our work. WHAT YOU WILL DO • Prepare intermediate to advanced individual and entity income tax returns, including C and S Corporations, Partnerships, LLCs, nonprofits, trusts, and estates., • Review tax returns prepared by less experienced staff and provide constructive, timely feedback., • Manage multiple client engagements simultaneously, exercising independent judgment on procedures and project decisions., • Prepare and consolidate tax provision schedules, maintaining supporting documentation in accordance with current and revised tax laws., • Build and strengthen relationships with client personnel by developing a thorough understanding of their business and related needs., • Identify issues that warrant management attention and communicate findings clearly and proactively., • Support staff development through training, mentoring, and day-to-day guidance while ensuring project deadlines are met. WHAT WE ARE LOOKING FOR Education: Bachelor's degree in accounting or a related field with an accounting emphasis Experience: Two or more years of tax experience at a CPA firm; active CPA license or progress toward it Technology: Experience with Thomson Reuters Checkpoint, CCH ProSystem FX, and similar tax and practice management platforms Skills: Strong technical judgment, clear communication, client relationship skills, and a team-first approach WHAT TO EXPECT This role targets between 1,650 and 1,800 chargeable hours annually. Tax has two busy seasons, with weekly hours expected to reach 55 during peak periods. You will work alongside experienced partners and managers across a wide range of client types and industries. Haskell & White LLP is committed to creating an inclusive workplace. Reasonable accommodations will be made for individuals with disabilities to perform the essential functions of this role.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. 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 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, 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, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. 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 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, 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, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax 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 - Local Service 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 location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. 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, investments, or amendments. 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 location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax 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. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them 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 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 (e.g., saving for retirement, college funds, weddings, or vacations). - 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 - Local Service 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: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. 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 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, 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, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. 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 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 - Local Service 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 (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 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 Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). 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.