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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.

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.

Job Description This is an IN-OFFICE position in our FORT MYERS Office. About Us: TeleSpecialists is transforming healthcare delivery as the nation's largest and fastest-growing digital healthcare leader. By providing expert neurological and psychiatric care directly to over 400 hospitals and health systems across the country, we don't just provide care; we pioneer solutions that make quality healthcare easily accessible. Join a team where your passion meets our purpose. If you’re inspired by innovation, thrive in a collaborative and entrepreneurial environment, and want to be a part of a team that’s reshaping the future of patient care, we want you on our team. At TeleSpecialists, you'll discover more than just a job. You will be able to experience meaningful work, accelerated career growth, and the opportunity to redefine healthcare for the future. Tele Specialists Offers: • A great culture with a team environment, • A fun, diverse work environment, • A rapidly growing company with career advancement opportunities, • Medical, Dental and Vision benefits, • Tuition Reimbursement, • 401k match, • Paid Vacation, • Leadership Training Classes, • Mentorship Program About the Role: The Staff Accountant - Payroll supports accurate and timely payroll processing across multiple legal entities and states while maintaining ownership of the accounting, reconciliation, and compliance activities associated with payroll. This role combines hands-on payroll administration with general ledger accounting, balance sheet reconciliations, month-end close, payroll tax support, financial analysis, and audit readiness. The position requires a strong accounting foundation, working knowledge of multi-state payroll taxation and compliance, and the ability to independently investigate discrepancies and analyze large, complex data sets. Essential Duties and Responsibilities: • Process and review multi-state, multi-entity payroll across bi-weekly and semi-monthly payroll cycles., • Validate payroll inputs and outputs to ensure the accuracy of earnings, deductions, taxes, benefits, garnishments, and other payroll-related transactions., • Review payroll registers prior to finalization and proactively identify unusual transactions, variances, or potential errors., • Maintain accurate payroll records across multiple legal entities and employee populations., • Research and resolve payroll discrepancies involving employee taxation, deductions, compensation, and entity allocation., • Support payroll system implementations, conversions, and enhancements, including data validation, parallel testing, configuration review, troubleshooting, and post-go-live reconciliation., • Maintain working knowledge of federal, state, and local payroll tax requirements and review employee work locations, state tax setups, and withholding configurations for accuracy., • Identify and research multi-state payroll tax issues, including employees working or residing across different jurisdictions., • Assist with payroll tax reconciliations and ensure payroll tax liabilities recorded in the general ledger agree to payroll records., • Partner with payroll providers, HR, Tax, and Finance to resolve tax notices, discrepancies, and jurisdictional issues., • Support quarterly and year-end payroll tax activities, including reconciliation of payroll records to Forms 941 and W-2 reporting., • Own payroll-related general ledger reconciliations and ensure payroll registers reconcile to posted journal entries., • Prepare and post payroll-related journal entries, including payroll and employer tax expense, accrued payroll and PTO, payroll tax liabilities, employee benefit deductions, 401(k), HSA/FSA and insurance-related activity, and other payroll-related accruals and liabilities., • Perform detailed balance sheet reconciliations and investigate outstanding or unusual reconciling items., • Research and resolve payroll-related general ledger variances across multiple entities., • Support intercompany accounting and appropriate allocation of payroll expenses between legal entities, when applicable., • Support month-end, quarter-end, and year-end close activities for payroll-related accounts and maintain audit-ready supporting documentation and schedules., • Perform analytical reviews of payroll activity and investigate unexpected period-over-period fluctuations., • Use Excel and other reporting tools to analyze large payroll data sets, identify trends, and isolate discrepancies., • Develop and maintain payroll reconciliations and control reports designed to identify errors before payroll is finalized or financial statements are closed., • Identify opportunities to strengthen payroll controls, improve accuracy, and reduce manual processes, and take ownership of identified issues through resolution., • Support internal and external audits by preparing documentation, reconciliations, and payroll support schedules., • Work closely with Finance, HR, Benefits, Tax, and Legal to resolve payroll and accounting issues., • Coordinate benefits deductions, including 401(k), health insurance, HSA/FSA, and other employee programs., • Communicate payroll discrepancies and required corrections clearly and professionally and partner with internal stakeholders to improve payroll processes, controls, reporting, and system functionality. Qualifications: • Bachelor’s degree in Accounting required. A bachelor’s degree in Finance or a closely related field may be considered with substantial accounting coursework and relevant payroll-accounting experience., • Two (2) to four (4) years of experience in payroll accounting, general accounting, or a combination of both required., • Experience processing or reviewing multi-state payroll required., • Experience working within a multi-entity environment required., • Working knowledge of federal, state, and local payroll taxation required., • Strong general ledger accounting experience, including preparation and reconciliation of journal entries and balance sheet accounts, required., • Advanced proficiency in Microsoft Excel, including the ability to analyze and reconcile large data sets, required., • Experience supporting a payroll system conversion or implementation preferred., • Experience working with an ERP or financial accounting system preferred., • Experience with payroll tax reconciliations, quarterly filings, and year-end payroll processes preferred., • Working knowledge of GAAP as it relates to payroll, employee benefits, accruals, and compensation accounting preferred., • Experience supporting internal or external financial audits preferred. Knowledge, Skills, and Abilities: • Strong understanding of the relationship between payroll processing and the general ledger., • Strong analytical and problem-solving skills with the ability to research discrepancies through resolution., • Ability to analyze complex payroll and accounting data, identify trends, and recognize unusual transactions or variances., • Exceptional attention to detail and commitment to accuracy., • Ability to independently manage multiple priorities and deadlines in a fast-paced environment., • Ability to handle confidential employee and financial information with discretion., • Strong written and verbal communication skills., • Ability to collaborate effectively across Finance, Human Resources, Benefits, Tax, Legal, payroll providers, and other internal and external stakeholders., • Strong ownership mindset with the ability to identify control or process issues and drive them through resolution., • Ability to maintain clear, organized, and audit-ready accounting and payroll documentation. Travel Requirements (if applicable): 0% travel. Other Duties: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Duties, responsibilities, and activities may change or be assigned at any time based on business needs. Physical Requirements: • Must be able to remain in a stationary position (sitting or standing) for prolonged periods, often up to 75% of the workday., • Needs to occasionally move about inside the office to access file cabinets, office machinery, or shared workspaces., • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and printer., • Must be able to exchange accurate information with clients and co-workers in person, over the phone, and via digital platforms., • Occasionally moves or transports office supplies, files, or equipment weighing up to 25 pounds., • Occasionally positions self to maintain files in cabinets or access equipment stored in low or high areas., • Requires close visual acuity to perform activities such as preparing and analyzing data, transcribing, and viewing a computer monitor for extended periods. Equal Employment Opportunity & ADA Statement The Company is an equal opportunity employer and is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable law. The Company will provide reasonable accommodations for qualified individuals with disabilities in accordance with applicable laws.

Job Description About Discovery Senior Living Discovery Senior Living is a family of companies that includes Discovery Management Group, Integral Senior Living, Provincial Senior Living, Morada Senior Living, TerraBella Senior Living, LakeHouse Senior Living, Arvum Senior Living, Discovery Development Group, Discovery Design Concepts, STAT Marketing, and Discovery At Home. With three decades of experience, the award-winning management team has been developing, building, marketing, and managing diverse senior-living communities across the United States. By leveraging its innovative “Experiential Living” philosophy across a growing portfolio in excess of 350 communities and over 35,000 homes in nearly 40 states, and 19,000 dedicated employees, Discovery Senior Living is a recognized industry leader for performance, innovation and lifestyle customization and, today, ranks among the 2 largest U.S. senior living operators. Discovery Senior Living is looking for an Senior Accountant to join our home office team in Bonita Springs, FL. This position will be responsible for daily accounting activities, preparing monthly financial statements, and general support to senior management. Responsibilities: • Participates in the development and utilization of financial models and analysis, • Preparation of weekly, monthly, and annual financial statements, • Prepare and provide supporting documentation to investors and external auditors for financial statements, • Researches variance to budget and forecasts through detailed operational and financial metrics; explains results, • Reviews journal entries during month and year-end processes, • Tracks and analyzes key financial metrics and operational procedures to foster process improvements, • Drives operational efficiencies and cost savings, • Assists with external audits, • Other duties as assigned Qualifications: • Bachelor’s Degree in Finance or Accounting, • Five years’ experience preferred, • Strong understanding of GAAP accounting, • Understanding of SOX requirements, • Yardi experience preferred Benefits: In addition to a rewarding career and competitive salary, Discovery offers a comprehensive benefit package. Eligible team members are offered a comprehensive benefit package including medical, dental, vision, life and disability insurances, paid time off and paid holidays. Team members are eligible to participate in our outstanding 401(k) plan with company match our Employee Assistance Program and accident insurance policies. Interested applicants please include cover letter with resume and salary requirements.

Job Description This job is posted on behalf of The Grenzy Recruiting Group, LLC by Top Echelon. Our client, a well-established and highly respected organization, is seeking an experienced Senior Accountant to join its finance team. This is an excellent opportunity for an accounting professional who enjoys improving processes and taking ownership of important financial functions. The company has a reputation for long-tenured employees, a stable work environment, and continued investment in process improvement. The Senior Accountant will work closely with finance leadership and have the opportunity to contribute to system enhancements and more efficient ways of doing business. What You'll Do • Manage and review a variety of accounting activities to ensure transactions are recorded accurately and in a timely manner., • Complete recurring account reconciliations and research differences, unusual activity, and outstanding items., • Analyze financial information and investigate issues to determine appropriate resolutions., • Monitor automated financial processes and identify exceptions or data issues that require attention., • Help maintain effective accounting procedures and controls designed to protect company assets and support accurate reporting., • Review transactions for proper coding, documentation, and compliance with established policies., • Assist with month-end and year-end accounting activities, including schedules and supporting documentation., • Work with internal teams and outside partners to resolve accounting and system-related issues., • Support financial audits by preparing reconciliations, schedules, confirmations, and other requested documentation., • Participate in technology initiatives, system enhancements, and projects designed to improve the efficiency and scalability of the accounting function., • Identify opportunities to streamline manual processes and make better use of automation., • Take ownership of special projects and other accounting responsibilities as assigned.What We're Looking For, • Bachelor's degree in Accounting, Finance, or a related field., • 5+ years of progressive accounting experience., • Experience working with an ERP or other modern accounting system., • Strong analytical and problem-solving skills., • Excellent attention to detail and ability to identify and resolve discrepancies., • Ability to work independently while collaborating effectively with finance and other departments.Why Consider This Opportunity?, • Full benefits package, • Stable organization with long-tenured employees, • Strong commitment to process improvement, • Direct exposure to finance leadership, • Opportunity to contribute ideas and improve accounting processes, • Potential for continued professional growth

Job Description Accounting Supervisor / Senior Accountant Are you a hands-on accounting professional looking for an opportunity to make an impact? We are seeking an experienced Accounting Supervisor / Senior Accountant to oversee daily accounting operations, support financial reporting, and help drive process improvements within a growing organization. Key Responsibilities- Lead day-to-day accounting activities, including AP, AR, invoicing, payroll support, and expense tracking. • Supervise and mentor accounting staff., • Support month-end and year-end close, journal entries, reconciliations, and financial reporting., • Manage inventory, cost accounting, fixed assets, and audit support activities., • Ensure compliance with GAAP, internal controls, and company policies., • Partner with leadership to enhance accounting processes and operational efficiency. Qualifications- Bachelor’s degree in Accounting, Finance, or Business Administration. • 3–5+ years of progressive accounting experience., • Experience with inventory and cost accounting preferred., • Strong Excel and ERP/accounting software experience., • Excellent analytical, communication, and organizational skills. Benefits- Comprehensive health, dental, and vision insurance. • PTO and paid holidays., • 401(k) with company match., • Strong company culture focused on collaboration and employee success., • Professional development and long-term growth opportunities. Ready for your next accounting leadership opportunity? Apply today! You should be proficient in: • Bachelor's Degree, • Generally Accepted Accounting Principles (GAAP), • Bookkeeping, • Accounts Payable (AP), • Accounts Receivable (AR), • Bank Reconciliation, • Financial Audit Experience Machines & technologies you'll use: • Accounting Software

Job Description We're hiring an Accountant for one of Southwest Florida's premier construction companies. With 30 years in business the company has earned more than 450 industry awards for excellence including America's Best Builder by Builder Magazine. This is a full-time, direct-hire opportunity requiring AP/AR coding, bank draws, waivers, percentage completion, and profit-cap tracking. Responsibilities • Cost coding, • Bank draws, • Waivers, • Percentage completion, • Profit-cap tracking Qualifications • Bachelor's degree in Accounting, Finance, or related field, • Strong attention to detail, • AP/AR cost coding, • Preferred accounting software NetSuite, Sage, Vista or similar What's In It for You • Full-Time Permanent Direct Hire Opportunity, • Competitive Base Salary, • Up to 10% Annual Bonus (discretionary paid in Q1 for prior year performance), • Opportunity to join one of Southwest Florida's premier luxury homebuilders and developers, • Work alongside an experienced Controller and executive leadership team, • Career growth and advancement opportunities within a stable, award-winning organization, • Collaborative, team-oriented culture focused on excellence and continuous improvement, • Comprehensive Benefits Package, • Health, Dental, and Vision Insurance, • 401(k), • Paid Time Off, • Paid Holidays, • Life and Disability Insurance

Job Description JOB DESCRIPTION POSITION (LOCATION): Staff Accountant (Fort Myers, FL) DEPARTMENT: Finance REPORTS TO: Director of Corporate Accounting FLSA STATUS: Full-Time / Exempt POSITION SUMMARY We are seeking an experienced, detail-oriented Staff Accountant to support core accounting operations and financial reporting. This role is responsible for account reconciliations, month-end close activities, customer billing and revenue processes, accounts receivable, and collections. The ideal candidate combines strong accounting fundamentals with advanced Excel skills and a hands-on, solutions-focused approach. PRIMARY RESPONSIBILITIES (including but are not limited to): · Reconcile and analyze balance sheet and income statement accounts, investigating and resolving variances in a timely manner. · Support the monthly close process and preparation of accurate, timely financial reports. · Complete customer billing, revenue recognition, and deferred revenue activities. · Manage accounts receivable and collection activities, including account follow-up and issue resolution. · Use Excel to analyze financial data, prepare reconciliations, identify trends and exceptions, and improve recurring reporting processes. · Provide backup support for other Finance department procedures. · Assist with special projects and process improvements as assigned. DESIRED QUALIFICATIONS: · Bachelor's degree in accounting or equivalent work experience. · Minimum three (3) years of accounting, and or bookkeeping experience. · Working knowledge of U.S. GAAP and the interrelationship of financial statements. · Strong Microsoft Excel proficiency, including PivotTables, XLOOKUP or comparable lookup functions, SUMIFS, logical formulas, data filtering and sorting, and working efficiently with large data sets. · Experience preparing account reconciliations and supporting month-end close. · Proficiency with Microsoft Office applications and accounting systems; QuickBooks experience is preferred. · Strong analytical, organizational, time-management, written communication, and problem-solving skills. · High attention to detail and the ability to manage multiple priorities and meet deadlines. · Ability to work collaboratively with peers and management while maintaining professionalism under pressure. OTHER REQUIREMENTS: Verification of employment authorization status in the U.S. will be required upon employment COMPENSATION: Salary 60,000 to 65,000 WHAT WE OFFER · Medical, prescription, dental, and vision coverage for employees and eligible dependents. · Basic and voluntary life insurance, plus short- and long-term disability insurance. · 401(k) plan. · Paid vacation, sick time, and holidays. · Hybrid work schedule with two days onsite and three days working from home. · Employee discounts and assistance services. · Employee referral bonus program and casual dress code. EQUAL EMPLOYMENT OPPORTUNITY Interop Technologies is an Equal Opportunity Employer and maintains a drug-free workplace. Employment is contingent upon verification of authorization to work in the United States. \nCompany Description Interop Technologies is a global telecommunications service provider that is leading the mobile industry’s rapid transition to cloud-based IP networks and next generation communication solutions. Interop has its World Headquarters in Fort Myers, FL, USA, and Regional Headquarters in Dublin, Ireland; as well Network Operations Centers (NOCs) in Fort Myers, Florida, USA; Dallas, Texas, USA; and Dublin, Ireland. Interop Technologies is always looking for client-centric, committed individuals with strong problem-solving skills, an entrepreneurial attitude, and a passion for technology and its influence on the global mobile industry. Qualified individuals, regardless of race, gender, or creed, are encouraged to apply for our currently available positions by sending their resumes to Interop Technologies, an Equal Opportunity Employer and Drug-Free Workplace. Interop Technologies is a global telecommunications service provider that is leading the mobile industry’s rapid transition to cloud-based IP networks and next generation communication solutions.\r\n\r\nInterop has its World Headquarters in Fort Myers, FL, USA, and Regional Headquarters in Dublin, Ireland; as well Network Operations Centers (NOCs) in Fort Myers, Florida, USA; Dallas, Texas, USA; and Dublin, Ireland.\r\n\r\nInterop Technologies is always looking for client-centric, committed individuals with strong problem-solving skills, an entrepreneurial attitude, and a passion for technology and its influence on the global mobile industry. Qualified individuals, regardless of race, gender, or creed, are encouraged to apply for our currently available positions by sending their resumes to Interop Technologies, an Equal Opportunity Employer and Drug-Free Workplace.

Salary range: $82,000 - $100,000 per year \n Workplace type: This is a fully remote position with a hybrid option (all applicants must live within a commutable distance of Panama City, FL or Jacksonville, FL to be considered) \n \n What you will be doing: \n \n\n • Preparing, reviewing and/or managing deliverables, including corporate, personal, tangible, partnership, non-profit, etc. tax returns\n, • Preparing and reviewing tax planning projections\n, • Conducting tax research and outlining findings and conclusions\n, • Responding to IRS and state agency audits, inquiries, and tax notices\n, • Communicating directly with existing clients, management, and IRS representatives regarding various tax matters\n, • Assisting with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients’ needs\n, • Engaging in consulting and special projects as requested by Management and Clients\n\n \n What qualifications we are looking for: \n \n\n • 4+ years working for a CPA firm\n, • Licensed CPA, EA Certification or CPA exam qualified\n, • Strong organizational and interpersonal skills\n, • Extensive individual/corporate/partnership tax knowledge\n, • Excellent written and oral communication skills\n, • Ability to work well independently as well as part of the team\n, • Experience with UltraTax (required), Workpapers CS (preferred), Planner CS (preferred)\n\n \n What we offer: \n \n TCS is a family-friendly CPA firm offering career growth and development opportunities, an attractive compensation, participation in our 401(k) plan, 50 hours a week maximum, paid time off, 2080 hours annually, closed on Fridays year-round, and a flexible work environment and/or remote work capabilities. \n \n Direct applicants only - no recruiters or staffing companies!

Description: \n Are you ready to take your career in public accounting leadership to the next level? At BJM Group, we’re more than just an accounting firm we’re a growing network of professionals who value teamwork, innovation, and community impact. We’re seeking an experienced CPA to lead our Clearwater, FL office. This is a unique opportunity to guide a talented team, shape client experiences, and drive growth in a supportive, collaborative environment. \n \n Why Join BJM Group? \n\n • Positive, dynamic culture with a clear path for career advancement\n, • Company-paid professional development, certifications, and memberships\n, • Dollar-for-dollar 401(k) match up to 4% (immediately vested!)\n, • Company sponsored Employee Assistance Program (EAP)\n, • We offer a comprehensive health benefits package through United Healthcare to support your well-being\n, • Generous PTO (up to 27 days), 8 paid holidays, year-end week off, and half-day Fridays outside of tax season\n\n As the Branch Manager you’ll oversee daily operations, coach, hire and inspire your team, strengthen current client relationships and build new ones, and implement strategies to drive performance revenue and review. \n \n We’re looking for a leader with: \n\n • 5+ years of public accounting management experience\n, • Active CPA or EA Certification required\n, • Ability to be onsite leading the team to success\n, • Ability to network and build clientele\n, • Excellent leadership, client service, and communication skills\n Requirements: \n At BJM Group, we believe in empowering leaders to grow their careers while maintaining work-life balance. If you’re motivated to lead with integrity and make a lasting impact, we’d love to hear from you. \n \n Title: Tax Manager Accountant/Branch Manager \n Location: Clearwater, FL (Onsite) \n Salary: DOE \n \n BJM Group and BJM Employer Inc. are Equal Opportunity Employers committed to a workplace free of discrimination and harassment. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to any protected status under applicable laws. Accommodations are available for applicants with disabilities. \n \n \n \n \n \n PI2ea6e0091a49-25405-39209130

Job Description Job Summary: Residential Service Plumber – Family Owned Co, NOT PE, Owner is a Plumber not a Banker/Accountant/Stock broker , High Volume, Uncapped Percentage Pay ($100k - $150k) Minimum. If you havent made at least that amount your application will only be considered for a installer position. (Yes we have six figure installers positions too) Responsibilities: • Diagnose and repair residential plumbing issues efficiently, • Install, maintain, and inspect pipes, fixtures, and water heating systems, • Utilize specialized hand tools and power equipment safely and effectively, • Communicate clearly with clients regarding project status, costs, and solutions, • Collaborate with team members to ensure jobs are completed on schedule Qualifications: • Deep understanding of residential plumbing systems, • Proficiency in operating standard plumbing tools, cameras, and repair equipment, • Valid driver's license with a clean driving record, • Strong communication skills and a customer-focused attitude\nCompany Description Is a Clearwater Family Plumbing Company, in Business for decades NOT Private Equity - Owner is a Plumber not a stock broker, accountant, banker..... a plumber that is going to ask you to do the same work, the same way that he has done himself as a plumber for years. Hundreds of high dollar demand calls per month from customers that have been using us for decades. No Google, Angi, Thumbtack calls , NO plumbing inspection calls- just high dollar existing customer demand calls. If your resume has a cell number you will get a call/txt from the owner with-in two hours Is a Clearwater Family Plumbing Company, in Business for decades\nNOT Private Equity - Owner is a Plumber not a stock broker, accountant, banker..... a plumber that is going to ask you to do the same work, the same way that he has done himself as a plumber for years. \nHundreds of high dollar demand calls per month from customers that have been using us for decades. No Google, Angi, Thumbtack calls , \nNO plumbing inspection calls- just high dollar existing customer demand calls. \n\nIf your resume has a cell number you will get a call/txt from the owner with-in two hours \n

Responsibilities: Perform detailed data entry and maintain accurate financial records in accordance with established procedures and deadlines. Proficiency in data entry, with a high level of accuracy and attention to detail. Message and data rates may apply.

Participate in special projects and perform ad hoc financial analysis as required.

Perform CAM reconciliations, ensuring accurate allocation of common area maintenance costs to tenants.

Hybrid schedule + Excellent culture + Fast-growing team! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $90,000 - $110,000 per year A bit about us: Ready for a change of pace? We’re on the hunt for a

Proven experience with state and local tax, federal & state tax, tax preparation, income tax, and high net worth clients. Researching and consulting on various tax matters; utilizing tax-related software to prepare and process returns and research tax matters. As a Senior Tax Accountant, you will be

Our ideal candidate is a seasoned tax professional with a strong background in federal and state tax, tax planning, and tax review. Proficiency in federal and state tax, tax planning, and tax review. Staying updated on current tax practices and changes in tax law.

Additional Information Job Number26134213 Job CategoryFinance & Accounting Location1601 Gulf of Mexico Dr, LONGBOAT KEY FL 34228, United States_ ScheduleFull Time Located Remotely?N Position Type Non-Management Pay Range: $26.00-$26.00 per hour POSITION SUMMARY Check figures, postings, and documents for accuracy. Organize, secure, and maintain all files, records, cash and cash equivalents in accordance with policies and procedures. Record, store, access, and/or analyze computerized financial information. Classify, code, and summarize numerical and financial data to compile and keep financial records, using journals, ledgers, and/or computers. Prepare, maintain, audit, and distribute statistical, financial, accounting, auditing, or payroll reports and tables. Complete period-end closing procedures and reports as specified. Respond to and/or resolve questions, issues, or disputes from Marriott's Shared Service Center/guest. Process customer tax exemptions following government regulations. Review, reconcile, and process credit card vouchers and advance deposits. Monitor and audit gift certificate and incentive award redemption activity. Follow all company policies and procedures; ensure uniform and personal appearance are clean and professional; maintain confidentiality of proprietary information; protect company assets; protect the privacy and security of guests and coworkers. Anticipate and address guests’ service needs; assist other employees to ensure proper coverage and prompt guest service. Speak with others using clear and professional language; prepare and review written documents accurately and completely; answer telephones using appropriate etiquette. Develop and maintain positive working relationships with others; support team to reach common goals; listen and respond appropriately to the concerns of other employees. Move, lift, carry, push, pull, and place objects weighing less than or equal to 10 pounds without assistance. Perform other reasonable job duties as requested by Supervisors. PREFERRED QUALIFICATIONS Education: High school diploma or G.E.D. equivalent. Related Work Experience: At least 1 year of related work experience. Supervisory Experience: No supervisory experience. License or Certification: None At Marriott International, we are dedicated to being an equal opportunity employer, welcoming all and providing access to opportunity. We actively foster an environment where the unique backgrounds of our associates are valued and celebrated. Our greatest strength lies in the rich blend of culture, talent, and experiences of our associates. We are committed to non-discrimination on any protected basis, including disability, veteran status, or other basis protected by applicable law. Combining timeless glamour with a vanguard spirit, St. Regis Hotels & Resorts is committed to delivering exquisite experiences at more than 50 luxury hotels and resorts in the best addresses around the world. Beginning with the debut of The St. Regis hotel in New York by John Jacob Astor IV at the dawn of the twentieth century, the brand has remained committed to an uncompromising level of bespoke and anticipatory service for all of its guests, delivered flawlessly by a team of gracious hosts that combine classic sophistication and modern sensibility, as well as our signature Butler Service. We invite you to explore careers at St. Regis. In joining St. Regis, you join a portfolio of brands with Marriott International. Be where you can do your best work, begin your purpose, belong to an amazing global team, and become the best version of you.

About Us \n NewsLink is a growing company with approximately 500 employees and annual revenues in excess of $100 million, operating through more than five separate operating entities under different ownership groups, each accounted for separately and combined/consolidated periodically and at year-end. We are looking for a detail-oriented, hands-on Corporate Controller who is comfortable serving as the company’s senior-most finance leader and, when needed, personally performing any function within a lean accounting department to lead our accounting operations, strengthen internal controls, and support the company's financial integrity as we scale. \n \n Position Summary \n The Corporate Controller is responsible for overseeing all accounting and finance operations across the company’s multiple operating entities, including general ledger management, entity-level and consolidated financial reporting, internal controls, and compliance. Reporting directly to the Chief Executive Officer, this role serves as the company’s senior-most finance and accounting officer, manages the accounting team, and ensures the accuracy and timeliness of monthly, quarterly, and annual financial statements for each entity and on a combined/consolidated basis. The Controller personally owns budgeting, forecasting, and management reporting. Given a lean accounting staff, the Controller must be willing and able to personally perform any function within the department — from routine transaction processing to financial statement preparation — when other staff are at capacity, out of the office, or otherwise unavailable. This is a hands-on leadership role suited to a candidate who is comfortable both setting strategy and rolling up their sleeves on the details. \n \n Key Responsibilities \n\n • Direct and oversee all accounting operations across the company’s multiple operating entities, including accounts payable, accounts receivable, payroll, general ledger, fixed assets, and revenue recognition.\n, • Serve as a hands-on, working member of the accounting department and be prepared to personally perform any accounting function — including transaction processing, reconciliations, and reporting — when other staff are at capacity, out of the office, or otherwise unavailable, given the department’s lean staffing.\n, • Own the monthly, quarterly, and annual close process for each operating entity, ensuring accurate and timely stand-alone and combined/consolidated financial statements in accordance with GAAP, including intercompany eliminations.\n, • Prepare, review, and present consolidated and combined financial statements and supporting schedules for ownership, executive leadership, and lenders.\n, • Design, develop, and continuously refine management reporting packages, KPIs, and dashboards that are genuinely useful for leadership and each entity’s ownership group in managing the business — not simply compiling or reviewing existing reports, and recommend benchmarks to measure the company’s performance.\n, • Design, implement, and maintain a strong system of internal controls to safeguard company assets and ensure the integrity of financial data.\n, • Manage the annual audit and tax preparation processes for the company and each operating entity, serving as the primary point of contact for external auditors and tax advisors.\n, • Own tax planning throughout the fiscal year; file (or oversee the preparation of) each entity’s annual tax return, and process required quarterly tax distributions to members/owners.\n, • Lead cash flow management, treasury functions, and banking relationships across all operating entities and bank accounts.\n, • Report sales activity to aviation/airport authorities as required and serve as the primary point of contact for related communications with airport authorities.\n, • Oversee daily sales reporting and the accuracy of daily cash and bank deposits.\n, • Own the company’s budgeting, forecasting, and variance analysis process directly, partnering with department and entity leaders to build and maintain budgets and forecasts, and report significant budget variances to leadership.\n, • Provide financial analysis and modeling to support capital investment decisions, pricing decisions, and contract negotiations.\n, • Ensure compliance with local, state, and federal government reporting requirements and tax filings.\n, • Review drafts of all material contracts before they are signed to confirm the company is able to comply with their terms and that entering into the contract is in the company’s best interest, flagging concerns to the CEO/ownership before execution.\n, • Track and ensure ongoing compliance with the company’s contractual obligations to lenders, landlords, and other counterparties (e.g., preparing and submitting required covenant calculations, financial covenants, reporting deliverables, insurance requirements, notice periods), escalating any risk of non-compliance promptly.\n, • Evaluate, implement, and continuously improve accounting systems, processes, and policies — maintaining a documented system of accounting policies and procedures — to support scalability and efficiency.\n, • Administer all company leases (real estate and equipment), maintaining a master lease abstract/schedule of key terms, rent escalations, renewal and termination options, and critical dates, and ensuring lease accounting is properly reflected in the financial statements.\n, • Manage construction project budgets and maintain real-time tracking and reporting of actual expenditures against budget, working with project managers, contractors, and ownership to flag variances early.\n, • Recruit, hire, train, schedule, coach, mentor, and manage the performance of the accounting team — including performance reviews and, when necessary, termination decisions — fostering a culture of accuracy, accountability, and professional growth, and build cross-trained backup coverage across the department given its lean staffing.\n, • Serve as a key advisor to the CEO and entity ownership groups on financial strategy, capital structure, and major business decisions.\n, • Oversee the company’s insurance program (property, casualty, general liability, D&O, etc.) across all entities, including policy renewals and claims coordination.\n, • Provide oversight and direction of the company’s employee benefits programs (health, dental, vision, life/disability insurance, and retirement/401(k) plans) across all operating entities, including plan design and selection, carrier/broker relationships, renewals, cost management, and open enrollment, in coordination with HR and payroll.\n, • Support due diligence, technical accounting research, and special projects as needed (e.g., system implementations, M&A activity).\n, • Perform other duties as assigned.\n\n \n Qualifications \n\n • Bachelor's degree in Accounting, Finance, Business Administration, or a related field required; CPA license or Certified Management Accountant (CMA) designation strongly preferred.\n, • 10+ years of progressive accounting experience, including at least 5 years in a controller or senior accounting leadership role, ideally at a company of comparable size and complexity.\n, • Strong working knowledge of U.S. GAAP and internal control frameworks (e.g., SOX or similar).\n, • Experience managing external audits, tax filings, and regulatory reporting.\n, • Proficiency with ERP and accounting systems (e.g., NetSuite, QuickBooks, Sage Intacct, Microsoft Dynamics/Navision) and advanced Excel and Microsoft Office Suite skills.\n, • Demonstrated ability to lead and develop a team, with strong organizational and project management skills, excellent attention to detail, and the ability to manage multiple projects and competing priorities in a fast-paced environment.\n, • Excellent analytical, communication, and problem-solving skills, with the ability to translate financial data for non-financial stakeholders.\n, • Excellent interpersonal and customer service skills.\n, • Public accounting (audit) background a plus.\n, • Experience with multi-entity accounting and combination/consolidation of financial statements across entities with different ownership structures strongly preferred.\n, • Experience serving as the senior-most finance/accounting professional at a company (i.e., without a CFO in place) a plus.\n, • Comfortable operating in a lean-staffed department, including the ability to work independently and willingness to personally perform hands-on transactional accounting work when needed.\n, • Experience with lease administration/ASC 842 lease accounting and tracking construction or capital project budgets a plus.\n, • Experience overseeing employee benefits administration (health insurance, retirement/401(k) plans, and related programs) a plus.\n, • Experience reviewing commercial contracts and monitoring compliance with lender and landlord covenants a plus.\n\n \n Physical Demands \n The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. To perform this job successfully, the employee is frequently required to communicate with others; listen; remain in a stationary position, often sitting or standing for prolonged periods of time; walk; use hands to grasp, handle, or feel; and reach with hands and arms. \n \n Work Environment \n The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position operates exclusively in an indoor environment with controlled temperatures. \n

Job Description SENIOR RESTAURANT ACCOUNTANT Confidential Multi-Concept Hospitality Group | 30A, FL A Finance Role Built for Hospitality Ready to move beyond traditional accounting and become a true business partner to a growing hospitality operation? We’re conducting a confidential search for an experienced hospitality accounting professional to join a dynamic, multi-concept organization located in Florida’s coveted 30A resort market. This is a unique opportunity to play a key financial leadership role within an operation that spans multiple food & beverage concepts, a vibrant outdoor food hall, tenant-based property operations, and an entertainment business. You won't simply be closing books and producing reports. You'll be expected to understand the business behind the numbers, identify opportunities, and translate financial performance into actionable insights for leadership and operations. What You'll Own Financial Leadership • Own the period-end close process within Restaurant365 (R365), • Ensure accurate and complete financial statements, • Prepare and present financial packages to executive leadership, • Analyze variances and translate results into operational insights, • Maintain general ledger integrity and oversee account reconciliations, • Own period-end inventory and related accounting entries, • Complete monthly Florida sales tax filings Operational & Financial Reporting • Deliver weekly flash reporting highlighting key business drivers, • Monitor purchasing, discounts, comps, voids, sales mix, and other performance trends, • Partner with operations to identify and address financial variances, • Support budgeting, forecasting, and performance analysis Systems & Technology • Serve as a key resource for Restaurant365 and Toast, • Ensure accurate data flow between POS, accounting, inventory, and other integrated systems, • Identify and resolve system discrepancies, • Improve reporting structures and system utilization, • Participate in future system selection, implementation, and migration initiatives Controls & Compliance • Oversee accounting workflows completed by operations teams, • Manage payroll entries, recurring expenses, bank reconciliations, cash activity, and deposits, • Manage ACH, check issuance, approvals, and financial documentation, • Track business and operator licenses and compliance deadlines, • Coordinate property, liability, and workers' compensation insurance activities, • Support real estate and personal property tax matters, • Maintain strong internal controls across multiple revenue streams Where You Make an Impact This role sits at the intersection of finance, operations, hospitality, and growth. You'll work directly with leadership and operational teams across: • Multiple F&B concepts, • A high-energy outdoor food hall, • Tenant/property operations, • Entertainment operations, • Future expansion opportunities The ideal candidate isn't someone who simply reports what happened last month. You're someone who can look at the numbers, understand why they happened, and help leadership determine what to do next. What We're Looking For • Bachelor's degree in Accounting, Finance, or related field, • 4–7+ years of hospitality, restaurant, or multi-unit accounting experience, • Restaurant365 (R365) experience — required, • Experience with current restaurant POS systems — required, • Strong understanding of restaurant financials, COGS, labor, operating expenses, and inventory, • Demonstrated experience owning period-end close and bank reconciliations, • Advanced Excel and strong analytical skills, • Ability to quickly learn and navigate new technology platforms, • Strong communication skills and the ability to partner effectively with operations Experience That Will Set You Apart • Multi-concept or food hall experience, • Mixed-use or tenant-based operations, • Hospitality/property accounting, • System implementation or migration experience, • Experience supporting a growing or expanding organization, • Experience working with distributed or remote teams Why This Opportunity? Competitive Compensation • $80,000–$90,000 base salary, • Up to 15% annual bonus, • Competitive benefits package More importantly: You'll have the opportunity to become an integral part of a growing hospitality organization where your financial expertise directly influences operations, profitability, decision-making, and future growth. Location: 30A / Florida Panhandle This is a confidential search. Company and ownership details will be shared with qualified candidates during the interview process. Interested? If you're an experienced hospitality accounting professional who wants to have a seat at the table—not just a seat behind the numbers—we'd love to hear from you. For confidential consideration, please send your resume to Jen@GeckoHospitality.com.

Job Description About the Role We're looking for an organized, friendly Project Accountant who is responsible for the proper accounting of assigned building projects. You'll be the point person for contracts, purchase orders, billing, and draw requests on your assigned jobs, keeping project financials accurate and up to date. You'll work closely with our Controller, Director of Operations, Construction Project Managers, field teams, clients, and subcontractors. If you like keeping things in order and enjoy being the person everyone can count on, this role is for you. Primary Responsibilities Draft contracts, subcontracts, and purchase orders Route documents for signature and execution, and keep all paperwork properly filed Manage incoming bills and route them for approval and payment Prepare monthly client draw requests and cost-to-complete reports for Project Manager review Prepare closeout paperwork at the end of each job Answer and make phone calls, greet office visitors, and help with general clerical work as needed What We're Looking For At least 3 years of experience in accounting or bookkeeping, ideally in construction Experience with job costing and draw/pay application processes Experience with accounting software such as QuickBooks, Sage, or similar Strong organizational skills and attention to detail Clear, friendly communication with clients, vendors, and coworkers Ability to manage multiple projects and meet deadlines Ability to work in a fast-paced environment A professional appearance and positive attitude \nCompany Description Cosco & Associates, Inc. is a complete design/build company dedicated to the ministry of providing churches with quality architecture, engineering, fundraising, financial and construction services at a guaranteed fixed price to facilitate the needs of the church at the best value possible. Since 1969, our professional staff has completed over 1,000 projects. Because we have a complete support team, we are able to do any project. Our staff are professionally trained and highly experienced with one common objective: To protect the ministry and give the church a great building experience! We are dedicated to the singular ministry of helping the Body of Christ fulfill the Master’s Great Commission. Cosco & Associates, Inc. is a complete design/build company dedicated to the ministry of providing churches with quality architecture, engineering, fundraising, financial and construction services at a guaranteed fixed price to facilitate the needs of the church at the best value possible. Since 1969, our professional staff has completed over 1,000 projects. Because we have a complete support team, we are able to do any project. Our staff are professionally trained and highly experienced with one common objective: To protect the ministry and give the church a great building experience! We are dedicated to the singular ministry of helping the Body of Christ fulfill the Master’s Great Commission.

Job DescriptionCompany Description Catalyst is a national, full-service healthcare real estate investment firm. Our platform of integrated real estate deliverables is specifically designed for the ever-evolving landscape of healthcare. Our team seeks to positively impact healthcare with strategic investment in development, acquisition, and strategy services. For more information, please visit catalysthre.com. Job Description Reporting to the Supervisor of Development & Construction Accounting, the Construction Property Accountant owns the full accounting cycle for an assigned portfolio of active healthcare real estate development and construction projects, typically five to ten projects. This role is responsible for job cost integrity, monthly pay application review, and the preparation of monthly construction loan and equity draws. This is a great opportunity for an accountant who wants to see healthcare facilities go up from the ground and understand how a project is financed, built, and delivered. The Construction Property Accountant works closely with project managers, general contractors, lenders, and joint venture partners. What You'll Do Monthly Close & Reporting Perform the monthly close for an assigned portfolio of development and construction entities in accordance with GAAP or other basis of accounting as directed by management. Prepare monthly financial statements for assigned projects, including construction in progress and capitalized cost detail. Prepare and post regular and recurring journal entries for assigned projects. Perform bank reconciliations for all assigned project entities. Analyze accounts for unusual or unexpected activity and resolve discrepancies or irregularities. Job Cost Management Manage job cost for assigned projects, including transaction coding, contract setup, and change order entry. Maintain commitment and contract balances in the job cost module and reconcile them to the general ledger. Track project costs against the approved development budget and escalate variances and potential overruns. Ensure development costs are accurately recorded and appropriately capitalized. Pay Applications & Draws Review monthly pay applications from general contractors and subcontractors for mathematical accuracy, contract compliance, retainage, and lien waiver support. Prepare monthly construction loan and equity draw packages, including supporting schedules, invoices, and lender-required documentation. Manage notice to owner (NTO) tracking and ensure lien releases are obtained before payment. Manage the accounts payable workflow for assigned projects, including invoice coding, approval routing, and resolution of exceptions. Compliance, Onboarding & General Prepare debt covenant reporting for assigned project entities. Support development phase management for assigned platform programs and mixed-use projects, coordinating directly with program partners. Assist with project onboarding and setup in Yardi, and with closeout accounting when projects are placed in service. Maintain great communication and rapport with project managers, contractors, and lenders. All other duties as assigned. Qualifications What We're Looking For Bachelor's degree in accounting, finance, or a related discipline preferred. 2+ years of accounting experience. Working knowledge of GAAP and the monthly close cycle. Proficient with MS Office, particularly Excel. Strong attention to detail and comfort working with contract and invoice-level documentation. Good communication and organizational skills, and efficient time management. Ability to work under pressure, take direction, and function as part of a team. Preferred Experience Construction, development, or commercial real estate accounting experience. Experience with job cost accounting, contracts, change orders, and retainage. Experience reviewing AIA pay applications and preparing construction loan draw packages. Familiarity with notice to owner (NTO) and lien waiver processes. Yardi experience preferred; we'll consider other comparable programs. Healthcare real estate experience. Additional Information What Catalyst Can Offer You Competitive salary and benefits package Up to 18 days of Paid Time Off 9 company paid holidays Free downtown parking 401k benefit with employer match 100% vested after first year of employment A company culture that breeds inclusiveness and work-life balance Transparent leadership All your information will be kept confidential according to EEO guidelines. The qualification requirements, physical demands and work environment characteristics described in this job description are representative of those that must be met by an employee to successfully perform the essential duties and responsibilities of this job. This job description in no way states or implies that the essential duties described are the only responsibilities. The employee is required to follow any other instruction and to perform any other work duties at the request of the supervisor or other management personnel. It is very important that the successful candidate fit into the Catalyst HRE culture. The company’s values focus on results, creativity, honesty/candor, and strong teamwork. There is a great passion for the work we do.

Job Description Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include Cash Needs Analysis (CNA), Strategic Asset Allocation (SAA), and Vocational Freedom Analysis (VFA), • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required., • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Strong analytical and problem-solving skillsCompensation, Benefits, and Perks:, • Pay: $85,000 - $135,000 per year, • Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest. Ownership & Financial Wellbeing, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Financial planning services discount for employees and immediate family members Time & Flexibility, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • Heavily subsidized transit Growth & Development, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Annual professional & personal wellbeing stipend Connection & Community, • Quarterly team-building events, • Regular social events, • Employee-led book clubs, committees, and affinity groups Family & Milestones, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits, • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description The Klotz Group of Companies is a vertically integrated multifamily investment platform built on execution, accountability, and excellence. We don’t hire passengers — we hire drivers. People who thrive in high-performance environments, who want to stretch beyond a “job description,” and who push those around them to operate at a higher standard. We are seeking a Staff Accountant — someone who can bring financial precision and timeliness to a high-performance team. This is not a siloed “back-office” role. It is a critical, high-impact position that demands accuracy, speed, transparency, and intensity across both people and numbers. This position will: • Drive financial accuracy and transparency — ensuring our numbers are precise, our reporting is sharp, and our processes are built for speed and scalability., • Inject energy, intensity, and obsession for success into the daily rhythm of the organization, lifting those around them and raising the bar every day., • Celebrate the “C Culture” environment, invigorating teammates to commit to collaborate, cooperate, communicate, and create cohesiveness! Key Responsibilities Accounting & Financial Execution • Crave to own property accounting workflows with speed, accuracy, and transparency: AP/AR, journal entries, reconciliations, and financial statements., • Commit to strengthen policies and procedures through documentation and standardization to ensure consistency, compliance, efficiency, and scalability as the organization thrives through growth., • Create continuity with accurate payrolls in partnership with our PEO., • Commit to deliver monthly, quarterly, and annual financials upholding excellence to accuracy, timeliness, and excellence., • Champion property-level and corporate accounting, including NOI tracking, budgets, forecasts, and variance reports., • Cooperate with tax filings, audits, and compliance with precision., • Cost accounting for development projects and facilitate draws., • Collaborate with construction and operations leaders to provide timely, reliable financial intelligence. What Success Looks Like in This Role • Continue accounting outputs that leadership can trust without double-checking., • Coalesce with a culture where there is clear communication of expectations, a commitment to results without compromise, and performance accelerates., • Cross-functional leadership — partnering with construction, property management, and corporate teams to solve problems and unlock growth., • Contribute actions that serve as a force multiplier: someone whose presence sharpens and motivates others and raises the standard. Qualifications • Bachelor’s degree in Accounting, HR, or related field (Forensic Accounting + IT background a plus)., • 5+ years of hands-on experience in both HR and Accounting (construction and real estate strongly preferred)., • Advanced proficiency in QuickBooks, Excel, and property/accounting software., • Track record of building HR systems and managing payroll, compliance, benefits., • Experience in construction accounting, job costing, AIA invoicing, and progress billing., • Proven ability to operate at multiple altitudes: strategic thinking + tactical execution., • Relentless commitment to accuracy, deadlines, and accountability. What We Offer • A high-performance culture where accountability and excellence are the baseline., • Competitive salary and benefits., • The opportunity to grow with a fast-scaling platform., • A chance to be part of something bigger than a “job” — to contribute to the culture, performance, and future of The Klotz Group.

Exciting opportunity to join a leading and large financial services company headquartered here in Coral Gables. \n \n ``Duties``` \n • Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements \n • Conduct regular financial forecasting and budgeting to support strategic decision-making \n • Manage accounts receivable and accounts payable processes \n • Perform monthly, quarterly, and annual closing procedures \n • Assist with the implementation of accounting systems and processes \n • Provide guidance and support to junior accounting staff \n \n ```Qualifications``` \n • Bachelor's degree in Accounting is required. \n • Minimum 5 years of experience in accounting \n • Strong knowledge of financial concepts, principles, and practices

Job DescriptionSenior Accountant Tyson Eye is currently seeking a full time Senior Accounting or Accounting manager to join the team! This role will have oversight of day-to-day accounting operations, ensures GAAP compliance, and manages the financial close process. Interested candidates are encouraged to complete the Predictive Index, available at this link: https://assessment.predictiveindex.com/bo/rv8/AccountingManagerJan2026132027Job Responsibilities include but are not limited to: • Accounts Payable/Receivable, • Month End Close, • Daily Deposits/Transfers, • Reconciliations, • Preparation and Communication of Daily and Monthly Optical Reports, Sales Statistics Report., • Log outgoing optical packages and send out for distribution., • Completes purchasing for the practice., • Processes discontinued and warrantied optical merchandise returns., • Schedules, conducts and performs inventory audits., • Processing of Purchase Orders., • Coordinates and logs the reallocation of frames between practice locations., • Supports budget and forecasting activities., • Monitors and analyzes department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy., • Responds to inquiries from the CEO and managers regarding financial results, special reporting requests and the like., • Work with staff to establish goals and objectives for each year and monitor and advice on the progress to enhance the professional development of staff., • Establish and monitor the implementation and maintenance of accounting control procedures., • Collaboration with other department managersPreferred Education and Experience, • Bachelor's or Associates degree in business or accounting, • Knowledge of Generally Accepted Accounting Principles (GAAP), • Knowledge of internal controls and procedures, • Knowledge and experienced in all related Microsoft computer applications: Word, Excel, Access, PowerPoint, • A minimum of 3 years' experience in the management of financial systems and budgets, financial reporting, financial data analysis, auditing, taxation and providing financial advice., • Proficiency in SAGE 100, or equivalent accounting software preferred, • Healthcare experience a plusThe ideal candidate will possess the following key competencies:, • Exceptional written and verbal communication skills with fluency in English, • Shows initiative and is a team player, • Excellent time management skills and respect for deadlines, • Proactive is resolving concerns and the ability to work productively in high stress situations, • Superb computer skills, • Well-organized with attention to detail and have outstanding follow-up skills, • Ability to manage multiple tasks simultaneously, • Highly motivated with the ability to cross train alongside fellow team members for greater efficiencyWhy Should You Apply?, • Opportunities for on-the-job training, • Great Benefits, • Reasonable hours, • Outstanding work environmentTyson Eye is an Equal Opportunity employer and proud to be a drug and tobacco free organization. PI44d9af37dffb-25405-41804930

Job Description Job Title: Chief Finance and Operations Officer Job Type: Non-Direct Care Staff Position Reports to: Chief Executive Officer PURPOSE OF POSITION: Reporting to the Chief Executive Officer and serving as a key member of the Senior Leadership Team, the Chief Finance and Operations Officer (CFOO) provides strategic leadership and operational oversight to advance Covenant House Florida’s mission, long-term sustainability, and organizational performance. The CFOO partners closely with the CEO and leadership team to develop and execute the agency’s multi-year strategic plan, annual operating objectives, and capital and operating budgets. The CFOO is responsible for the stewardship of the organization’s financial health and business operations, ensuring effective planning, resource allocation, risk management, compliance, and operational excellence. This role provides leadership across finance, accounting, legal affairs, procurement, facilities and property management, food services, technology, and enterprise-wide operational initiatives. The CFOO serves as a strategic advisor to the CEO and Board, delivering financial insight, business expertise, and data-driven guidance to support organizational decision-making and growth. In addition, the CFOO fosters a culture of accountability, collaboration, and continuous improvement, strengthening organizational capacity while coaching and developing high-performing teams to achieve mission-driven results. AUTHORITY AND RESPONSIBILITIES Under the direction of the Chief Executive Officer and the Board of Directors, the CFO has authority to make investment decisions on behalf of the organization following CHF policies and procedures. The CFO maintains authority to make resource allocations within their approved budget and workforce decisions within regulatory standards. Changes in policy, long-range plans for facilities and capital investments, and substantial budget modifications must be referred to the Chief Executive Officer. ESSENTIAL DUTIES AND RESPONSIBILITIES: Covenant House Florida reserves the right to unilaterally modify, remove, or add to any of the following: Financial Management • Provides executive leadership for CHF’s finance and accounting functions, including financial reporting, internal controls, payroll, accounts payable, disbursements, banking, investments, and procurement operations., • Ensure financial transactions are performed in accordance with GAAP utilizing internal controls to safeguard the agency's assets. Manage the monthly financial close process, including preparing monthly reports such as budget comparisons and trend analyses, while overseeing the finance team's month-end financial close bookkeeping., • Oversee the compliance with the various grantors, donors, federal, state, local agencies, and by administering an accounting system designed to track, reconcile, and report on agency-administered programs ensuring timely and proper billing and documentation in the general ledger., • Serves as the primary liaison with external stakeholders on all financial matters, including government funders, financial institutions, legal counsel, auditors, and insurance providers., • Prepare and submit financial statements and reports for Covenant House International, Board of Directors and Committees; as well as all local, state and federal mandated reporting., • Perform cash flow planning, business forecasting, and cost allocation analysis to identify opportunities, manage costs, and reallocate savings., • Develop and administer financial management policies and procedures aligned with Covenant House International and Covenant House Florida guidelines., • Maintain accountability and ensure compliance with all regulations, laws, and the code of ethics for financial professionals while always demonstrating professional conduct. Grant Funding and Reporting • Oversee the preparation of budget for grants and ensure protocols are in place for adequate reporting, including but not limited to the collection and management of data necessary for grant reporting., • Provide oversight and management of grants in accordance with applicable compliance guidelines and expectations., • Develop and oversee compliance and reporting of government grants., • Manages monthly close in a timely manner including preparation, review and posting of all journal entries, cash receipts and donations, disbursements, account reconciliations and analysis. Strategic Planning • Serve as a key strategic advisor to the CEO and Senior Leadership Team, contributing financial insight and risk analysis to help shape and execute CHTs strategic plan., • Collaborate with the CEO and the Board of Directors to develop and update the organization's strategic plan, aligning operational activities with the overall mission and vision., • Counsel CEO, BOD, and Finance and Investment Committees on finance policy to ensure that financial strategies, decisions, and functions effectively facilitate the achievement of strategic goals., • Lead multi-year financial planning and scenario modelling to support major initiatives, including capital redevelopment, technology transformation, and program expansion., • Partner across the organization to align financial strategy with operational goals, ensuring resources are deployed effectively to support CHT’s mission and long-term sustainability. Facilities Management • Manage the Request for Proposal process in collaboration with RFP Committee., • Assist with review of all legal contracts with vendors and grantors., • Oversee facilities management to ensure efficient and consistent operations as the organization scales including Information Technology services, housekeeping, receiving, facilities services and vehicles., • Responsible for the annual review and implementation of Covenant House emergency preparation plan facilitating communications, logistics, and equipment., • Oversee the compliance of all licensing, code enforcement regulations, site visits, and permitting required by official entities (fire code, health and safety code, Department of Education food service delivery, Department Of Health, etc.). Organizational Leadership • Act as the primary senior management liaison with external/internal auditors, general legal counsel, and other business regulatory bodies., • Develop and update policies pertaining to internal communications, financial processes, and procedures to reduce overall risk., • Oversee risk management issues and provide expert advice on the interpretation of account regulations and impact of new legislation or program initiatives., • Continually monitor and assess competencies of finance and facilities department staff, providing guidance and support to foster career growth, ensure cohesion, and equal and equitable treatment., • Perform other duties as assigned by CEO or requested by fellow members of the Covenant House community., • Ensure finance and operations related organizational policies and procedures remain current through annual review and revision, maintain official electronic and hard copy policy manuals, and oversee the timely communication and distribution of update to CHF team members. People Leadership • Cultivate a diverse, transparent, and engaged workforce., • Foster a culture of innovation, inclusivity, and accountability across CHF., • Enhance training and capacity-building initiatives for team development and retention., • Support organizational change through structured change management initiatives., • Develop leadership capabilities across the organization, addressing gaps and enhancing team engagement., • Ensure that a strong focus is maintained on the creation and maintenance of a respectful, safe, and healthy work environment for all team members. General Counsel / Legal • Serve as CHF’s in-house legal resource for contracts, real estate agreements, privacy law, and funding documentation., • Review bequests and estate-related documentation; act as liaison with external counsel, where required., • Engage external counsel for legal guidance for major capital transactions, lease negotiations, and insurance provisions in legal contracts. JOB REQUIREMENTS: EDUCATION: Bachelor’s degree in in Finance, Accounting, or closely related financial degree required. Master’s degree in accounting, Finance, or Business/Non-Profit/Public Administration, preferred. Current Certified Public Accountant (CPA) License required. EXPERIENCE: Minimum of five (5) years of progressive accounting and financial management experience at the Controller level or above, combined with at least five (5) years of leadership and staff supervision experience. Demonstrated expertise in federal, state, and local funding sources, including grant regulations, compliance requirements, and fiscal oversight. Proven ability to strategically align and integrate new funding opportunities and program initiatives to maximize resource utilization while ensuring adherence to all funding requirements. Extensive knowledge of finance, accounting, budgeting, forecasting, and cost control practices, with a strong understanding of Generally Accepted Accounting Principles (GAAP) and nonprofit financial management. Technology-driven leader with experience implementing and optimizing Enterprise Resource Planning (ERP) systems and other business software platforms. Proven ability to leverage technology to improve operational efficiency, strengthen data integrity, enhance reporting capabilities, and elevate the overall user experience. SCHEDULE: Working flexible hours as required to meet agency needs that may take place outside of regular Monday-Friday business hours; this may include evenings, weekends, and early mornings. SKILLS: Must be a self-starter, goal oriented and team player with the ability to work independently and as part of a team. Must be able to prepare and present complex financial and programmatic information to internal and external stakeholders and exercise appropriate judgement. Must have strong supervisory and mentoring, problem solving and negotiating skills with the ability to persuade and motivate others. Excellent communication skills as demonstrated by concise, timely and professional correspondence, both written and verbal. Comfort working with a diverse population with myriad backgrounds and experiences; must have awareness of and sensitivity to the needs of the youth that Covenant House Florida Serves TRANSPORTATION: Must have a valid Florida Driver’s License with acceptable driving record. WORKING CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may work occasionally in outside weather conditions. The noise level in the work environment is usually moderate to loud. Must be able to lift up to 20 lbs. Ability to work standing, walking, and/or sitting a minimum of 8 hours per day/shift. Some weekend/holiday work may be required. Ability to drive agency or personal vehicles to transport items and/or persons. Ability to travel as needed for training or to fulfill job requirements. SUPERVISORY DUTIES: This position supervises an internal and in occasions, an external team. EQUIPMENT USED: Must be proficient in usage of MS Word, Excel, PowerPoint, Outlook, Google Office Suite, and internet-based software. Due to licensing requirements, Covenant House Florida applicants will not be permitted to begin employment service until they have been cleared by a Florida and national criminal background search. Please see the link below to the new Care Provider Background Screening Clearinghouse Education and Awareness website. This site was implemented under the directive of HB 531 (2025). https://info.flclearinghouse.com All applicants for employment will be responsible for the cost associated with instituting background checks and will be eligible for reimbursement after 90 days of service. Equal opportunity is a fundamental principle at Covenant House Florida. Employment and promotional opportunities are based upon individual capabilities and qualifications without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, age, national origin, marital/parental status, political affiliation, citizenship, disability, genetic information, veteran/ military status, or any other protected characteristic as established under law.

Atrium is seeking on behalf of our client a Corporate Accountant based in Fort Lauderdale, FL. \n A background check may be run only after a conditional offer is made, where permitted by law. \n Position: Corporate Accountant \n Location: Fort Lauderdale, FL \n Employment Type: Full-time \n Compensation: $70,000 to $75,000 \n \n Company Overview: \n Our Fort Lauderdale client is a growing retail company in expanding into the South Florida market. They are looking for a Corporate Accountant. They have different business lines and are continuing to acquire more opportunities. \n \n Position Overview \n The Corporate Accountant will utilize Excel strongly and will play a key role in managing the company’s financial operations, ensuring accuracy and compliance with accounting standards. This position involves collaboration with cross-functional teams to support financial reporting, budgeting, and analysis. The ideal candidate will be detail-oriented and proactive in identifying process improvements. Must be legally authorized to work in the United States. \n Responsibilities \n\n • Financial Reporting: Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards.\n, • Excel usage: must be strong with Excel functions as Corporate Accountant.\n, • General Ledger Management: Maintain and reconcile general ledger accounts, review and post journal entries, and monitor transactions for completeness and accuracy.\n, • Accounts Payable and Receivable: Oversee AP/AR processes, ensuring timely and accurate processing of invoices, vendor payments, and customer collections.\n, • Month-end and Year-end Close: Lead the month-end and year-end closing processes, coordinating with other teams to ensure timely and accurate reporting as as Corporate Accountant.\n, • Budgeting and Forecasting: Collaborate with the finance team to develop annual budgets and forecasts, monitor performance, and provide variance analysis.\n, • Financial Analysis: Conduct detailed financial analysis to support decision-making, identifying trends and opportunities for cost optimization as Corporate Accountant.\n, • Tax Compliance: Assist in preparing tax returns and support audits, ensuring compliance with tax regulations and liaising with external advisors as needed.\n\n Required Experience/Skills \n\n • Minimum of 2 years of experience in accounting.\n, • Strong with Excel\n, • Bachelor’s Degree in Accounting or Finance.\n, • Proficiency in full-cycle accounting, including financial reporting and month-end close.\n, • Strong understanding of GAAP and accounting principles.\n, • Excellent organizational and time management skills.\n, • Proficiency in Microsoft Excel and accounting software as Corporate Accountant.\n\n Preferred Experience/Skills \n\n • Strong communication skills, both written and verbal as Corporate Accountant.\n, • Highly organized with strong attention to detail.\n, • Ability to work independently and as part of a team.\n, • Analytical mindset with problem-solving skills.\n, • Experience in the consumer services industry is a plus as Corporate Accountant.\n\n Education Requirements \n\n • Bachelor’s Degree in Accounting or Finance required.\n, • CPA certification or progress toward CPA is a plus as Corporate Accountant.\n, • Continuing education in accounting or finance preferred.\n, • Knowledge of tax regulations and compliance standards.\n, • Familiarity with ERP systems and financial reporting tools as Corporate Accountant.\n\n Benefits \n If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable. \n Commitment to Diversity \n As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation. \n EOE/M/F/D/V/SO \n Applicant Communication Consent \n By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy. \n Job Wrapping ID : #LI-AJ3

Senior Accountant Sparks Group has partnered with a renowned local government authority seeking an experienced Senior Accountant to support a broad range of municipal financial operations, accounting activities, fiscal controls, and reporting functions within Tyler Munis ERP. This role will oversee key accounting processes, supervise assigned staff, support audits and financial reporting, and ensure compliance with applicable governmental accounting standards, policies, and regulations. If you are looking for the next step in your career, apply now! Key Responsibilities • Oversee daily accounting operations, including general ledger maintenance, journal entries, cash receipts, accounts receivable, bank reconciliations, revenue collections, and financial reconciliations., • Supervise and support accounting staff by coordinating daily assignments, providing training and guidance, monitoring work quality, and troubleshooting complex financial issues., • Prepare and analyze financial reports and schedules, including audit workpapers, ACFR/AFR reporting, sales and use tax filings, fixed asset schedules, escrow and performance bond schedules, and other required reports., • Support financial compliance and controls by interpreting governmental accounting requirements, reviewing transactions, assisting with audits, administering grants and forfeiture funds, and ensuring adherence to applicable laws and regulations., • Coordinate banking, investment, and fiscal activities, including transfers, wires, bond payments, procurement approvals, fixed assets, escheat funds, and other financial operations while providing backup support across the Finance Department. Key Requirements • Bachelor’s degree in Accounting, Business Administration, Finance, or a closely related field., • Six (6) or more years of accounting experience, with a strong background in governmental, municipal, fund, or general accounting., • Experience with financial controls and reconciliations, including general ledger, cash receipts, accounts receivable, bank reconciliations, journal entries, and financial reporting., • Prior supervisory or team leadership experience, with the ability to coordinate workloads, train staff, resolve issues, and collaborate with internal departments and external stakeholders., • Strong knowledge of governmental accounting standards and regulations, with proficiency in Microsoft Office and financial/accounting systems Tyler Munis experience strongly preferred

Client Overview Our client is a growing, privately held organization within the logistics industry. They are seeking a Staff Accountant to join their growing Accounting team. This is an opportunity to join a collaborative Accounting team, gain meaningful exposure to the full accounting cycle, and play a hands-on role in the company's continued growth. Salary/Hourly Rate $65k - $75k DOE Position Overview This Staff Accountant position is ideal for someone with an Accounting degree, and audit/public accounting experience is highly preferred. This is a very hands-on position with significant exposure to the general ledger, journal entries, bank reconciliations, cash receipts, transaction coding, and day-to-day financial statement activity. The successful candidate will be someone who is analytical, naturally curious, and eager to understand the business behind the numbers. Responsibilities Of The Staff Accountant • Prepare and post journal entries and assist with general ledger activity., • Perform bank account reconciliations and research discrepancies., • Process and code accounting transactions., • Review and code transactions and receipts through Ramp., • Assist with cash receipts and related accounting activity., • Support day-to-day financial statement preparation and reporting., • Help maintain accurate, complete accounting records., • Work closely with the Senior Accountant and accounting leadership on various accounting projects., • Research and resolve accounting discrepancies and questions., • Gain hands-on exposure to the company's accounting processes and business operations., • Assist with month-end and other close-related activities., • Support preparation for future audit activity., • Take on additional responsibilities as knowledge of the business and accounting function develops or as needed. Required Experience/Skills For The Staff Accountant • Approximately 2 - 3 years of professional accounting experience., • Strong understanding of fundamental accounting principles., • Strong Excel skills, including Pivot Tables and VLOOKUPs., • Ability to learn new accounting systems and processes quickly., • Strong analytical and problem-solving abilities., • Excellent follow-through and a willingness to work hands-on in the details., • Strong professional judgment and common-sense approach to accounting., • Ability to work fully onsite in a collaborative team environment. Preferred Experience/Skills For The Staff Accountant • Public accounting or audit experience., • Experience working with NetSuite., • Experience with Ramp or similar expense management platforms., • Experience supporting financial statement preparation., • Exposure to audit processes., • Experience in a growing or evolving accounting environment., • Strong desire for career advancement and increased responsibility. Education Requirements • Bachelor's degree in Accounting is required. Benefits • Medical., • Dental., • Vision.

We are seeking an experienced Senior Accountant to join a growing accounting team in the St. Petersburg / Pinellas County area. This position is ideal for someone with at least 1–2 years of experience in a Senior Accountant capacity who is comfortable owning key areas of the month-end close and general ledger. The ideal candidate will have strong technical accounting skills, attention to detail, and experience working within an ERP environment. Experience with Microsoft Dynamics GP (Great Plains), NetSuite, or Microsoft Dynamics 365 Business Central is highly preferred. Responsibilities • Assist with and perform month-end and year-end close, • Prepare and post journal entries, • Complete balance sheet and general ledger reconciliations, • Manage accruals, prepaid expenses, and fixed assets, • Prepare and analyze financial statements and reports, • Research and resolve account discrepancies, • Assist with budgeting, forecasting, and variance analysis, • Support internal and external audit requests, • Maintain accurate accounting records and supporting documentation, • Identify opportunities to improve accounting processes and efficiencies Qualifications • Bachelor’s degree in Accounting, Finance, or related field preferred, • 1–2+ years of experience at the Senior Accountant level, • Strong understanding of GAAP and general ledger accounting, • Prior month-end close and account reconciliation experience, • Strong Microsoft Excel skills, • Experience with Great Plains/Dynamics GP, NetSuite, or Business Central strongly preferred, • Strong analytical, organizational, and problem-solving skills, • Ability to work independently while collaborating with an accounting team Interested? Apply today to learn more about the position.

We’re Hiring: Staff Accountant | Clearwater, FL We’re looking for a Staff Accountant to join a growing accounting team in Clearwater, FL! This is a great opportunity for someone early in their accounting career who wants hands-on experience, strong mentorship, and the opportunity to grow into more complex accounting responsibilities over time. Location: On-Site in Clearwater, FL Compensation: $60,000–$65,000 base + potential bonus Schedule: Monday - Friday 8:00 AM–5:00 PM What you’ll be doing: • Support day-to-day Accounts Payable and Accounts Receivable activities, • Record and process vendor invoices and customer payments, • Perform monthly account reconciliations, • Assist with month-end and year-end close, • Prepare journal entries, accruals, and intercompany transactions, • Partner with internal teams to support accurate financial reporting, • Gain exposure to ERP systems and broader accounting processes What we’re looking for: • Bachelor’s degree in Accounting preferred, • Understanding of GAAP fundamentals, • Proficiency in Microsoft Excel and Word, • ERP experience is a plus, but not required, • Strong attention to detail and organizational skills, • Coachable, eager to learn, and interested in building a long-term career in accounting If you’re looking for an opportunity to build your accounting foundation, learn from an experienced team, and grow alongside a rapidly expanding business, I’d love to connect!

Project Accountant Own the numbers behind $50 million in commercial construction — and grow into our Controller. Dinkins Construction is a family-led, faith-based commercial construction management and general contracting firm in Ocala, building across Marion, Alachua, Lake, Citrus, and Sumter counties. We're adding a Project Accountant to own project financial reporting and help lead our accounting office as we grow. The Project Accountant owns project financial reporting from contract to closeout, accounts receivable, and monthly corporate reporting. This role delivers an accurate, GL-reconciled WIP schedule every month, leads forecasted cost-to-complete reviews with Project Managers, prepares the AIA draw package for each project, and any bank and surety reports required for CFO sign-off. This role also directly supervises and reviews the Bookkeeper's AP, releases check runs, and confirms compliance work plus helps define and strengthen accounting procedures as the company grows. At Dinkins Construction, you will stand shoulder-to-shoulder with exceptionally driven professionals who bring a rich diversity of life experiences to the job. Surrounded by teammates with distinct styles yet unwavering ethics, you’ll never have to carry dead weight—though the standard of excellence will continuously challenge you to elevate your own game. Within the DC environment; no one needs to fail for you to succeed. Instead, we encourage a dynamic atmosphere where setting a high bar inspires those around you to reach even higher. Teammates celebrate your victories, champion your growth, and collaborate to drive the collective mission “Building To A Higher Standard”. Dinkins Construction, LLC 2831 SE 17th Street, Ocala, FL 34471 Oversees 2 Bookkeepers and all day-to-day AP/AR workflow, review, and approval. Works with CEO, CFO, CPA, Office & HR Manager, Project Managers, Bankers, Bonding Agents, Insurance Agents, etc. Salaried Position working Monday – Friday 8am - 5pm - Full Time In Office. Essential Duties and Responsibilities OWNS WIP, Job Cost & Project Reporting • Own the monthly WIP schedule — percent complete, estimated cost to complete, projected gross profit, and over/under billings — reconciled to the general ledger before it goes to the CFO., • Lead monthly cost-to-complete reviews with each Project Manager; challenge estimates that don't match job cost, and report fade, overruns and unbilled work., • Set up every new job: contract, budget by cost code, schedule of values, retainage and billing terms in QuickBooks and Procore., • Deliver monthly job cost and budget-vs-actual reports to ownership and PMs. Billing, AR & Retainage • Prepare and review AIA G702/G703 pay applications and change orders; track retainage receivable and payable on every job., • Manage collections and AR aging; issue conditional and unconditional lien waivers under Florida lien law., • Process and maintain Direct Purchase Order (DPO) billing and sales-tax documentation. Close, Reporting & Controls • Prepare the monthly close package: bank and balance sheet reconciliations, accruals, journal entries, AR/AP sub-ledger reconciliations, and draft financial statements for CFO review., • Prepare quarterly and year-end packages for the bonding agent, bank and CPA; serve as the first point of contact for their questions., • Document accounting procedures and approval controls, including positive pay, payment release and job closeout. Team Oversight • Review the Bookkeeper's AP coding, subcontractor pay requests and compliance files (COIs, W-9s, NTOs, lien releases) before payment release., • Train and back up the Bookkeeper and Office & HR Manager on accounting tasks. Payroll, Insurance & Administration • Process or review bi-weekly ADP payroll, bonuses, 401(k) and BCBS deductions, W-2s and 1099s., • Coordinate GL and Workers' Compensation audits, builder's risk, auto insurance and vehicle/trailer tag renewals., • Coordinate with banks and draw inspectors; assist with business tax certificates, tax payments and recurring bills. Qualifications, Compensation & Benefits Required • 5+ years of accounting experience, preferably including 2+ years at a commercial general contractor. Experience with construction accounting while in a CPA firm is acceptable., • Bachelor's degree in Accounting or Finance, or equivalent progressive experience., • Has personally prepared WIP schedules with over/under billings and led cost-to-complete reviews with PMs. Must demonstrate experience., • AIA G702/G703 billing, change orders, retainage, lien waivers and subcontractor compliance., • Month-end close experience through draft financial statements; strong QuickBooks and advanced Excel., • Strict confidentiality with company, payroll and employee financial information. Preferred • Experience preparing surety/bonding and bank reporting packages and supporting CPA reviews., • Procore Financials, ADP (RUN), Google Workspace and Asana., • Florida lien law (Chapter 713) and DPO sales-tax knowledge., • Experience reviewing or supervising a bookkeeper or AP clerk., • CCIFP, or CPA / progress toward a CPA. Working conditions • Office-based in person at 2831 SE 17th Street, Ocala, FL from 8am - 5pm with occasional extended hours at month-end, year-end, and bond deadlines as needed., • Valid driver's license and acceptable driving record., • Offer contingent on background check, MVR, pre-employment drug screen under our Drug-Free Workplace Policy, and E-Verify. Compensation & benefits • Salary range: $85,000–$105,000 base, based on experience, • Semi-annual profit share percentage available, • Group health insurance coverage available, • 401(k) with standard company match available, • Paid vacation, paid holidays, and sick/personal flex days, • Monthly cell phone allowance, • Clear path to Controller as the company grows Accountability. This position reports to the CFO, with direct access to the CEO. Duties listed are not all-inclusive. Equal opportunity. Dinkins Construction does not discriminate and is an EOE and faith-based Christian business enterprise.

About the Role The Senior Accountant will be responsible for maintaining accurate financial records, preparing monthly and year-end financial statements, supporting the close process, and ensuring compliance with accounting policies and applicable regulations. The ideal candidate is analytical, highly organized, and comfortable working independently in a fast-paced environment. Key Responsibilities • Manage general ledger activities and maintain accurate financial records., • Prepare and review monthly, quarterly, and annual financial statements., • Perform monthly account reconciliations, including bank, credit card, and balance sheet accounts., • Lead and support the monthly and year-end closing process., • Prepare journal entries, accruals, prepaid expenses, and account analyses., • Analyze financial results and investigate variances., • Assist with budgeting, forecasting, and financial reporting., • Support accounts payable, accounts receivable, and cash management activities as needed., • Prepare schedules and documentation for external and internal audits., • Ensure compliance with GAAP and company accounting policies., • Identify opportunities to improve accounting processes, controls, and reporting., • Assist with tax filings and other regulatory reporting as needed., • Collaborate with finance, operations, payroll, and other departments to resolve accounting issues., • Perform other accounting and financial analysis duties as assigned. Qualifications • Bachelor's degree in Accounting, Finance, or a related field., • 4+ years of progressive accounting experience., • Strong knowledge of GAAP and financial reporting principles., • Experience with general ledger accounting and month-end close processes., • Advanced Excel skills, including PivotTables, VLOOKUP/XLOOKUP, and financial analysis., • Strong analytical, organizational, and problem-solving skills., • Excellent attention to detail and ability to meet deadlines., • Strong written and verbal communication skills., • Ability to work independently while collaborating effectively with cross-functional teams.

Investment Operations & Fund Accounting Analyst Join a highly respected financial services firm with a diverse investment portfolio and a strong reputation for excellence. We are seeking an experienced Investment Operations & Fund Accounting Analyst to play a key role in supporting the accounting, reporting, and operational activities of our investment funds. This is more than a traditional accounting role. We're looking for someone who enjoys working directly with investors, fund administrators, and other external partners while helping ensure the accuracy and integrity of fund operations. What You'll Do • Maintain accurate accounting records and reporting for multiple investment funds and entities., • Review fund administrator reports and reconcile investor statements to ensure accuracy and transparency., • Perform daily, monthly, and quarterly reconciliations related to cash, investments, capital activity, and fund transactions., • Support month-end and year-end close processes in partnership with internal finance and operations teams., • Assist with the preparation and review of GAAP-compliant financial statements., • Coordinate with auditors, tax advisors, and other external service providers during audits and regulatory filings., • Monitor and track capital calls, investor contributions, distributions, and allocations., • Investigate and resolve discrepancies while identifying opportunities to improve processes and controls., • Serve as a professional point of contact for investors, fund administrators, and external stakeholders. What We're Looking For • Bachelor's degree in Accounting, Finance, or a related field., • 4+ years of experience in fund accounting, investment accounting, financial reporting, or financial services., • Exposure to private equity, hedge funds, alternative investments, or similar investment structures., • Experience working with fund administrators, auditors, and external partners., • Advanced Excel skills; experience with accounting, reporting, or portfolio management systems is preferred., • Strong analytical, organizational, and problem-solving skills., • Excellent communication and relationship-building abilities., • Ability to thrive in a fast-paced, collaborative, and client-facing environment. What's in it for you! • Work with a well-established and highly regarded investment organization., • Gain exposure to sophisticated investment structures and strategies., • Enjoy a highly visible role with meaningful interaction across investors, executives, and external partners., • Competitive compensation, strong benefits, and long-term growth potential., • Collaborative culture that values initiative, accuracy, and professional development.

Staff Accountant – Miami-Fort Lauderdale This is an excellent opportunity for an early-career accounting professional looking to build their experience within a strong corporate environment. Responsibilities: • Assist with month-end and year-end close, • Prepare journal entries, accruals, and account reconciliations, • Perform balance sheet and general ledger reconciliations, • Assist with financial statement preparation and reporting, • Research and resolve accounting discrepancies, • Support internal and external audit requests, • Assist with AP, AR, and other general accounting functions as needed, • Partner with accounting and finance team members on special projects and process improvements Qualifications: • Bachelor’s degree in Accounting, Finance, or related field, • 1+ years of accounting experience required, • Public accounting and/or corporate accounting experience, • Ideally a combination of public accounting and private/corporate accounting experience, • Strong understanding of GAAP and general accounting principles, • Strong Excel skills, • Detail-oriented with strong analytical and organizational skills Candidates coming directly from public accounting or those with a mix of public and corporate accounting experience are encouraged to apply.

Company Description Keeping Your Book is a boutique consulting firm with over ten years of experience in bookkeeping, accounting, and tax preparation for individuals and small to medium-sized businesses. The firm focuses on helping clients stay organized and financially informed through accurate records and clear reporting. Clients benefit from access to experienced bookkeepers, accountants, and CPAs who provide flexible and cost-effective services. The team prides itself on being friendly, professional, and responsive to diverse client needs, creating a supportive environment for both clients and team members. Role Description This full-time Accountant role is an on-site position based in Miami, FL. The Accountant will handle day-to-day bookkeeping tasks, including recording transactions, reconciling bank and credit card statements, and maintaining general ledgers. Responsibilities include preparing financial reports, assisting with month-end and year-end close, and supporting tax preparation activities under the guidance of senior accounting staff or CPAs. The role also involves communicating with clients about their financial records, answering routine questions, and ensuring compliance with relevant accounting standards and regulations. The Accountant will collaborate with the firm’s team to improve processes, maintain accurate documentation, and support high-quality service delivery. Qualifications • Candidates should possess strong bookkeeping and accounting skills, including experience with general ledger maintenance, account reconciliations, and financial statement preparation., • Candidates should possess proficiency with accounting software and productivity tools, such as QuickBooks or similar platforms, spreadsheets, and basic office applications. But QBO is a must., • Candidates should possess knowledge of tax preparation fundamentals and familiarity with regulatory requirements relevant to small and medium-sized businesses., • Candidates should possess strong analytical, problem-solving, and organizational skills to manage multiple client accounts accurately and efficiently., • Candidates should possess clear written and verbal communication skills, with the ability to explain financial information to clients in an accessible manner., • Relevant education such as an associate or bachelor’s degree in Accounting, Finance, or a related field is preferred; prior experience in a public accounting or consulting environment is beneficial., • Ability to work on-site in Miami, FL, maintain confidentiality, uphold professional ethics, and collaborate effectively in a small-team setting.

Job Summary & Responsibilities Spherion is seeking a detail-oriented Probate Fiduciary Accountant to join a dynamic team in Palm Beach Gardens. In this rewarding direct-hire role, you will oversee end-to-end estate and trust administration, handle essential fiduciary accounting, and foster collaborative relationships across legal teams and client families. As a Probate Fiduciary Accountant, you will play an integral role in guiding estates and trusts from initiation through final settlement. You will maintain complete administration files, conduct financial and legal research, prepare accounting reports, and assist in tax preparation, ensuring seamless, accurate, and compassionate execution of fiduciary duties. Key Responsibilities: • Prepare pleadings initiating estate or guardianship court proceedings and maintain comprehensive administration files., • Review estate planning, will, and trust documents, and prepare trust administration documentation (including trustee acceptances, resignations, and declinations)., • Conduct trust and estate accounting, monitor accounts, and manage the payment of monthly expenses., • Research asset and debt information; draft deeds and arrange transfers of brokerage accounts, vehicles, and cash distributions to beneficiaries., • Assemble necessary documentation and collaborate on estate, income, and gift tax returns., • Perform estate and guardianship legal research on complex issues and locate trust or estate beneficiaries when necessary., • Draft memorandums and correspondence while managing clear, compassionate communication among attorneys, clients, beneficiaries, and family members. Required Qualifications • 3+ years of experience as a Paralegal or Tax Fiduciary Accountant., • Direct experience in probate, trust administration, and estate settlement., • Proficiency in Microsoft Office, particularly Excel and Outlook., • Demonstrated ability to develop, organize, and maintain electronic data collection systems., • Excellent verbal and written communication skills with strong interpersonal capabilities., • Exceptional organizational skills, acute attention to detail, and proven ability to prioritize, multitask, and manage time effectively. Preferred Qualifications • Bachelor’s degree in Business Administration or a related field. Compensation & Benefits • Salary: $75,000.00 – $95,000.00 per year (commensurate with experience), • Schedule: 37.5-hour work week (Exempt role), • Paid Time Off (PTO): 25 days in your first year, increasing to 30 days on your first anniversary, • Benefits: Competitive health and benefits package

We’re working with an established Florida law firm to hire a Probate Fiduciary Accountant for its trust and estate practice. This is on the accounting and administration side of probate work, supporting attorneys from case opening through close. The role sits at the intersection of trust and estate administration: preparing pleadings, trust and estate accounting, coordinating with attorneys and beneficiaries, and assembling documentation for estate and fiduciary tax returns. What you bring • 3+ years as a Paralegal or Fiduciary Accountant in estate and trust administration, with direct probate experience, • Strong Excel, Outlook, and Microsoft Office skills, • Experience with Form 706 and Form 1041 is a plus, not a requirement Compensation and schedule • $75,000 to $95,000 depending on experience, • Competitive benefits package and PTO Apply if interested!