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

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

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

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

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Job Title: Fund Accountant Overview: A Hedge Fund is seeking a Fund Accountant to join its Alternative Investments Accounting Team. Reporting to the Fund Controllers, this person will join a highly collaborative team and assist the Fund Controllers with completing the month-end financial close process, preparing monthly financial statements, overseeing the fund administrator, assisting in year-end audits, and performing other responsibilities as may be reasonably assigned from time to time. The Fund Accountant role presents an opportunity to be involved in all accounting aspects for private credit, real estate, and equity funds. Qualifications: • CPA Strongly Preferred with 2-5 years of fund accounting experience and or/ FS audit, • Strong communication (written and verbal), analytical and spreadsheet skills., • Exposure to investment companies such as hedge funds, private equity funds, mutual funds, CLOs, or similar accounting

Staff Accountant – UHNW Family Office – Hybrid (2 days remote) – Strong Work Life Balance An established Ultra-High-Net-Worth Family Office in Midtown is seeking a Staff Accountant to join its collaborative accounting team. This role offers broad exposure to family office bookkeeping, cash management, investment activity, and multi-entity accounting within a stable and highly professional environment. This newly created role is due to the firm's continued growth. The Staff Accountant will be responsible for maintaining accurate financial records, processing transactions, reconciling accounts, and supporting monthly financial reporting. This is an excellent opportunity for an early career accounting professional who has exposure to either real estate or high net worth accounting and enjoys variety, takes ownership, and is comfortable working in a confidential UHNW environment. We’ve placed nearly this entire team, and they have incredible stability, virtually zero turnover, and a strong work life balance. Candidates with public accounting experience are highly encouraged to apply if they have an applicable client base – this would be a true quality of life move from the long hours and crazy busy season in public! Responsibilities • Maintain the day-to-day accounting records for the family office and its related entities, • Prepare recurring entries and ensure financial activity is reflected accurately within the general ledger, • Review account activity, research discrepancies, and make necessary adjustments, • Handle the accounting and documentation associated with checks, wire transfers, deposits, and other cash movements, • Complete monthly reconciliations for bank and related financial accounts, • Review transaction support and assign expenses and other activity to the appropriate accounts, • Organize and update records associated with partnership investments and K-1 reporting, • Participate in the monthly reporting cycle, including close support, account schedules, and financial statement preparation, • Maintain complete and easily accessible electronic files for financial documents and supporting materials, • Assist with customized reports, account research, and special projects as requested, • Communicate with internal team members and other stakeholders to address accounting questions and information requests in a timely manner Requirements • 1-4 years of relevant bookkeeping, accounting, or family office support experience, • Bachelor’s degree in Accounting required, • Prior experience working with HNW / UHNW individuals, a family office, real estate firm, or CPA firm with real estate or HNW clients required, • Sound understanding of general ledger accounting, journal entries, reconciliations, and financial documentation, • Experience with investment activity, partnership accounting, trusts, real estate, or multiple related entities is beneficial, • Familiarity with Yardi Voyager is strongly preferred, • Experience with Microsoft Excel and Word, • Highly organized and detail-oriented, with the ability to manage multiple priorities in a dynamic environment, • Resourceful, proactive, and hands-on, with a willingness to pitch in wherever needed, • Strong judgment, discretion, professionalism, and integrity when handling confidential family office matters Salary: $80k–$85k base, plus bonus and strong benefits. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: bsedita@adviceny.com. If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm

Tax Professionals Wanted — All Levels — Midsize CPA Firm — Remote Flexible A growing, midsize CPA firm is expanding its tax department and hiring across all experience levels — from recent CPAs to seasoned tax managers and directors. With four offices nationwide, this firm offers real flexibility in how and where you work. Why this firm stands out: • Remote pay parity — remote employees are paid the same as in-office staff. No location-based pay cuts., • Reasonable hours — a firm culture that respects work-life balance, even during busy season., • Laid-back, collegial environment — low ego, high collaboration., • Four office locations — choose the location that fits you, or work remotely., • Room to grow — opportunities at every level, from staff accountant to senior tax leadership. What they're looking for: • Active CPA license (or actively pursuing/near completion, depending on level), • Strong communication skills — comfortable working directly with clients and internal teams, • A collaborative, team-first mindset, • Experience in public accounting tax work (any specialty — individual, corporate, partnership, or trust/estate — welcome to apply) Compensation: $70,000–$200,000, commensurate with experience and level Interested or know someone who'd be a great fit? Reach out or send a referral — always happy to connect. • #CPA #TaxJobs #PublicAccounting #Hiring #AccountingCareers #RemoteWork

Job Title: Accountant / CPA Location: Secaucus, NJ Work Arrangement: 100% Onsite | Monday–Friday, 9:00 AM–6:00 PM Job Type: Full-Time / Permanent Position Summary We are seeking a detail-oriented accounting professional to support general accounting, financial reporting, tax, audit, reconciliations, month-end close, and compliance activities. We are open to candidates at different experience levels based on qualifications: • Accountant: 2+ years of relevant accounting experience; CPA is not required., • CPA/Senior-Level: Active CPA license with 10+ years of progressive accounting experience. Key Responsibilities • Prepare and maintain accurate financial records and accounting reports., • Perform journal entries, account reconciliations, accruals, and adjusting entries., • Support or lead monthly, quarterly, and annual financial close., • Prepare and analyze financial statements and supporting schedules., • Ensure compliance with U.S. GAAP and company accounting policies., • Assist with federal and state tax compliance and reporting., • Support internal and external audits and prepare required documentation., • Investigate account discrepancies and maintain accurate general ledger accounts., • Assist with budgeting, forecasting, and variance analysis., • Monitor internal controls and identify accounting/process issues., • Work with auditors, tax professionals, and internal stakeholders., • Support accounting process improvements and automation. Required Qualifications • Bachelor’s degree in Accounting, Finance, or related field., • 2+ years of relevant accounting experience., • CPA is not required for candidates with 2+ years of experience., • For senior-level candidates: Active CPA license and 10+ years of accounting experience required., • Strong understanding of U.S. GAAP and accounting principles., • Experience with financial statements, reconciliations, journal entries, and month-end close., • Exposure to tax compliance and financial audits., • Strong Microsoft Excel skills, including PivotTables and VLOOKUP/XLOOKUP., • Experience with an ERP/accounting system such as NetSuite, SAP, Oracle, QuickBooks, or Microsoft Dynamics., • Strong analytical, problem-solving, organizational, and communication skills. Preferred Qualifications • Public accounting or CPA firm experience., • Big 4 or national accounting firm experience., • Experience with SOX/internal controls., • Knowledge of U.S. GAAP and IFRS., • Experience in technology, engineering services, consulting, or professional services., • Experience leading accounting, audit, tax, or financial reporting activities. Key Skills: Accounting | U.S. GAAP | Financial Reporting | General Ledger | Reconciliation | Journal Entries | Month-End Close | Tax | Audit | Internal Controls | Excel | ERP | Compliance | CPA

Job Title: AP Accountant Industry: Nonprofit Human Services (Homeless Services) Location: Fully onsite — Brooklyn, NY 11209 Salary Range: up to $80k depending on experience About the Role A nonprofit human services organization serving families impacted by homelessness is seeking an AP Accountant to support its Finance Department across 17+ facilities and city-funded contracts. This role is heavily weighted toward accounts payable, general accounting, and audit support, with additional responsibilities in vendor management, payroll assistance, and financial documentation. The ideal candidate is detail-oriented, comfortable with reconciliations and supporting schedules, and able to work well within a small, fast-paced team. Key Responsibilities • Process and track vendor invoices; research and confirm delivery/completion of open invoices across 17+ entities, • Maintain vendor records and pricing data; liaise with vendor billing contacts as needed, • Record and audit monthly expense invoices for a city funding source (Department of Homeless Services), including documentation uploads to city databases, • Prepare and maintain supporting schedules, reconciliations, and documentation to support internal and external audit processes, • Support bi-weekly payroll processing, including maintaining payroll system accuracy and following up on missing timekeeping documentation, • Maintain petty cash tracking, check stubs, and financial filing systems, • Review purchase orders prior to approval and assist with inventory/supply research, • Handle general office duties (phones, email, mail, filing) as needed to support the Finance team Qualifications • Strong written and verbal communication skills, • High attention to detail and organizational skills, • Proficiency in Intuit/QuickBooks Enterprise and Microsoft Office Suite, • Experience in accounts payable, general accounting, and financial documentation required, • Audit experience or exposure to audit processes strongly preferred — familiarity with supporting schedules, reconciliations, and documentation standards is a plus, • Prior payroll support or vendor/invoice management experience preferred, • Candidates with primarily accounts receivable backgrounds are not a fit for this role, given limited AR activity in this organization, • Comfortable working across both administrative and accounting-focused tasks, • Must be able to report to work during emergencies (essential employee designation), • Must be able to commute to Brooklyn, NY 11209 daily; this is a fully onsite position

Senior Accountant (must have public and private accounting experience) Industry: Healthcare Investment Firm Brooklyn, NY 11232 | Fully On-Site | Up to $110K Base A healthcare-focused investment firm that acquires and grows companies across revenue cycle management, billing/RCM technology, MSO, behavioral health, home health, and non-emergency medical transportation is hiring a Senior Financial Analyst to support its expanding portfolio. Reporting directly to the CFO, this role blends hands-on accounting with high-level analytical work across multiple entities in a fast-paced, entrepreneurial environment. The Role This position is roughly 70% financial reporting and accounting/finance operations, and 30% analytical and strategic finance work — offering broad exposure well beyond a traditional corporate accounting seat. Core Responsibilities • Prepare monthly, quarterly, and annual consolidated financial statements across multiple entities in compliance with U.S. GAAP and healthcare reporting standards, • Lead the monthly close process — general ledger review, account reconciliations, and intercompany eliminations, • Manage day-to-day accounting operations: AR/AP, payroll, treasury, leases, and fixed assets, • Coordinate with external auditors, tax advisors, and consultants on statutory, tax, and audit requirements, • Support M&A activity through financial due diligence, purchase accounting/purchase price allocations, and post-acquisition integration, • Analyze month-over-month financial trends and variances, identifying the drivers behind changes in the statements, • Review financials of target and portfolio companies to assess risk and inform investment decisions, • Develop and report on financial KPIs; support budgeting, forecasting, variance analysis, and lender reporting, • Partner with leadership across portfolio companies to strengthen internal controls and improve finance processes post-acquisition, • Mentor and supervise accounting staff What You Bring • Bachelor's degree in Accounting, Finance, or related field; CPA preferred, • 3+ years of public and/or private accounting experience; healthcare industry experience a strong plus, • Solid audit background and strong analytical, investigative approach to financial statements, • Advanced Excel skills (complex formulas, pivot tables, lookups/index-match, SUMIFS, dynamic schedules), • Strong technical grasp of U.S. GAAP, financial reporting, and consolidations, • Experience with an ERP/GL system (QBO, Sage 50, Sage Intacct, or similar), • Self-motivated and comfortable juggling multiple priorities in a growth-stage environment

We are seeking a Junior Accountant to join one of our client’s growing real estate firms. The ideal candidate will have 1-3 years of accounting experience within the real estate industry and possess a solid understanding of accounting principles coupled with their Accounting or Finance degree. This role offers an excellent opportunity to gain exposure to property accounting, month-end close activities, tenant receivables, and real estate financial operations while working alongside a collaborative accounting team. The position sits in Midtown Manhattan and offers a hybrid work environment. Key Responsibilities • Assist with monthly, quarterly, and year-end close processes., • Prepare journal entries and maintain supporting documentation., • Reconcile bank accounts, general ledger accounts, and balance sheet accounts., • Review transactions for accuracy and proper coding., • Support the preparation of monthly financial statements and management reports., • Assist with accounting for commercial and residential properties., • Monitor tenant receivables and support rent collection processes., • Track property expenses and ensure proper allocation of costs., • Record and reconcile security deposits, CAM charges, and other tenant-related transactions., • Maintain lease and property financial records., • Assist with annual audits, tax filings, and lender reporting requirements. Qualifications • Bachelor's degree in Accounting, Finance, or related field., • 1-3 years of accounting experience, preferably within the real estate industry., • Experience with account reconciliations and journal entries., • Strong Microsoft Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP. Compensation: $32 - $37/hr, depending on experience. Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Coda Search is partnering with a Series C consumer goods company headquartered in Brooklyn, NY. The company has rapidly expanded its presence across the US and continues to grow across multiple locations. Joining a five-person accounting team, this role will be pivotal in managing the month-end close, handling intercompany transactions, improving processes, and building efficiencies across the group. Several cash management functions are handled by an outsourced accounting partner, allowing this role to focus on balance sheet and income statement accounts. What You'll Do: • Assist and manage the month-end close process, including balance sheet and P&L reconciliations, • Analyze financial statements and prepare variance analysis with supporting commentary, • Manage general ledger reconciliations and prepare journal entries, • Account for and reconcile intercompany transactions across entities, • Prepare and review COGs and other related expenses, • Support accounting integration and new location expansion, • Lead special projects across the group, identifying opportunities to improve processes and procedures, • Support the annual audit by preparing schedules and serving as a liaison with external auditors Who You Are: • Bachelor's degree in Accounting or Finance, • 3+ years of accounting experience (consumer goods, CPG, or high-growth startup experience a plus), • Advanced Excel skills (pivot tables, VLOOKUPs, etc.), • NetSuite experience strongly preferred, • Highly analytical, detail-oriented, and brings a "get-it-done" attitude, • Clear communicator and team player who thrives in a collaborative, fast-paced environment

Location: Brooklyn, New York Schedule: Full time, onsite five days per week Compensation: Target base salary of approximately $140,000, negotiable based on experience, with potential additional performance incentives Credential: Active CPA license required About the Opportunity Paro is recruiting on behalf of a growing Brooklyn CPA firm with more than 40 team members. The firm is seeking an Accounting Director to lead its client accounting operations, develop staff, improve engagement profitability, and help build a more scalable practice. This is an opportunity to work directly with the owner and influence how the firm operates. The immediate priorities are establishing consistent staff performance reviews, strengthening monthly engagement budget reviews, and ensuring client fees remain aligned with the services delivered. The role combines accounting oversight, people management, client relationships, and operational improvement. Strong accounting and client accounting services experience is essential, complemented by tax knowledge and sound business judgment. Key Responsibilities Accounting Oversight and Client Service • Oversee bookkeeping, client accounting, and financial reporting engagements, ensuring accurate work and timely delivery., • Provide technical review and guidance as client businesses grow and their accounting needs become more complex., • Coordinate with tax professionals to support consistent service across a shared client base., • Build client relationships, resolve service issues, and communicate clearly about expectations and changing needs., • Provide hands on accounting or advisory support when an engagement requires additional senior expertise. Staff Leadership and Development • Manage team priorities, assignments, workloads, and accountability., • Establish regular performance reviews and coaching conversations supported by meaningful individual and department KPIs., • Identify technical education, training, and performance needs and set clear improvement expectations., • Support existing managers and staff while taking operational responsibilities off the owners’ plates. Engagement Budgets and Profitability • Establish and maintain realistic budgets by client, service, and staff level, including preparation, review, client communication, and coordination time., • Evaluate actual hours, labor costs, and engagement margins against budgets., • Lead a monthly review of material budget overages, documenting causes, corrective actions, responsible individuals, deadlines, and subsequent results., • Distinguish scope growth and client complexity from unrealistic budgets, training needs, avoidable rework, inefficient workflows, and inappropriate staffing., • Implement checkpoints so staff identify unexpected work, missing information, and likely overruns while engagements are underway., • Escalate significant issues to leadership with evidence and clear recommendations. Scope Management, Proposals, and Pricing • Identify services performed beyond agreed engagement scope and coordinate client approval and additional billing under firm policies., • Recommend revised recurring fees when increased service needs become ongoing., • Help develop proposals for complex or expanding accounting engagements, including deliverables, scope boundaries, staffing needs, and pricing., • Document proposal assumptions, client responsibilities, and circumstances requiring additional fees., • Address late or incomplete client information and its effect on delivery, budgets, and fees. Processes and Technology • Turn performance and budget findings into improvements through coaching, workflow changes, automation, staffing adjustments, or engagement revisions., • Support the firm’s transition to centralized practice management and workflows through Canopy., • Help implement AI tools, automation, and connected systems while maintaining accounting quality and appropriate review., • Confirm that operational changes improve efficiency, profitability, and timely client service., • Partner with the owner to build consistent processes that support continued growth. Qualifications • Active CPA license., • Progressive public accounting experience with responsibility for staff supervision, client relationships, and engagement management., • Strong understanding of the full accounting cycle and experience overseeing bookkeeping, client accounting services, and financial reporting., • Demonstrated experience managing engagement budgets, evaluating hours and labor costs, and improving profitability., • Ability to identify the causes of budget overages through documented analysis and assessment of completed work quality., • Experience developing accounting proposals, estimating delivery requirements, and discussing scope changes and fees with clients., • Tax knowledge and experience coordinating accounting and tax services., • Demonstrated success coaching staff and turning performance data into specific actions and measurable improvements., • Strong communication skills, business judgment, and willingness to take ownership of operational issues., • Ability to work onsite in Brooklyn five days per week. Preferred Experience • Broad responsibilities within a midsize CPA firm., • QuickBooks Online, Canopy, and Lacerte., • Practice management system implementations or workflow consolidation., • Practical use of AI and automation in accounting operations., • Controller or advisory experience supporting growing businesses. Compensation and Benefits • Base salary negotiable based on experience and qualifications., • Potential performance incentives tied to measurable operational improvements and financial results, with structure to be agreed., • Employer contribution toward 50% of employee only health insurance premiums., • Eligibility after one year for an employer funded 401(k) profit sharing contribution, currently approximately 3% of salary, subject to plan terms. What Success Looks Like Staff receive consistent feedback and technical support. Engagement budgets are reviewed monthly, and material overages lead to documented action. Changes in client scope are addressed promptly, fees reflect the work delivered, and workflows become more efficient without compromising quality. This is a permanent leadership role for someone who wants to help shape a growing firm while giving its owners greater capacity to focus on strategic expansion.

Senior Fund Accountant | Alternative Investments | NYC We’re partnering with a growing alternative investment manager looking to add a Senior Fund Accountant to its New York finance team. This is a strong opportunity for someone looking for broader exposure, increased ownership, and a long-term path toward Manager and Controller-level responsibilities. Responsibilities: • Manage key aspects of the monthly and quarterly fund accounting close, • Review NAVs, capital accounts, allocations, and reconciliations, • Prepare and review management fees, carried interest, and distributions, • Oversee and coordinate with third-party fund administrators, • Support quarterly and annual financial statement preparation, • Coordinate with external auditors, tax providers, and other service partners, • Assist with capital calls, distributions, and investor reporting, • Gain exposure to valuations and underlying investment activity, • Participate in process improvements and other finance initiatives as the platform grows What They’re Looking For: • 3–6+ years of fund accounting or relevant investment management experience, • Background within an alternative investment manager, fund administrator, or public accounting firm, • Experience with private equity, private credit, real estate, or other alternative investment products preferred, • Strong understanding of NAVs, capital activity, allocations, and financial reporting, • Someone looking to take on more ownership and continue progressing within fund finance Why Consider It: • Broad exposure across the full fund lifecycle, • Direct interaction with experienced finance leadership, • Opportunity to expand beyond traditional fund accounting responsibilities, • Clear runway toward Manager and Assistant Controller-level opportunities, • Growing platform with the ability to take on additional responsibility over time, • Strong work-life balance compared with many alternative investment firms This is a great opportunity for someone who wants to stay within alternative investments while gaining better exposure, stronger career growth, and a more sustainable work-life balance.

We're seeking a highly skilled and experienced Senior Accountant to support our Management Company team. Reporting to the Accounting Manager, you'll help drive financial reporting, operational control, and our ongoing work to build and enhance processes — ensuring accuracy, efficiency, and compliance across multiple entities and jurisdictions. We're looking for someone with a strong accounting background and 6-8 years of experience in a similar role. Attention to detail and a proactive, motivated attitude are essential — you'll be joining a small, lean team where each member carries significant responsibility. Timeliness and precision are critical to accurate financial reporting and compliance in a fast-growing environment. Key Responsibilities • Support the monthly close process, including account reconciliations, management reporting, quarterly reporting, and US GAAP financial reporting for the Management Company and its wholly owned subsidiaries, • Ensure accuracy and completeness of financial data, including journal entries, cash booking, and general ledger maintenance, • Streamline finance operations/accounts payable workflows, including invoice processing, expense reimbursements, vendor payments, and payables reconciliation, • Oversee treasury management activities, including cash reconciliations and daily cash reporting, • Prepare standard and non-standard recurring month-end journal entries, including fixed assets, depreciation, amortization, prepaid expensing, deferred revenue recognition, and payroll/operating accruals, • Review and monitor internal controls, • Help implement new technology to make the monthly close process more efficient Requirements • Bachelor's degree in Accounting, Finance, or a related field, • CPA certification preferred, • 6-8+ years of progressive accounting experience, • Strong technical accounting skills and solid understanding of US GAAP, • NetSuite experience required, • Experience with finance operations/accounts payable is a plus, • Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments, remotely, • Proven track record of meeting deadlines and delivering accurate financial information, • Experience leveraging AI and technology to automate workflows and processes

Abacus Group is an award-winning executive search firm specializing in the permanent and temporary placement of Accounting & Finance, Administrative Support, Human Resources, Marketing and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” Award for exceptional service for the past eight years as well as Forbes' "America’s Best Recruiting Firms" for the past five years. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York City with additional offices in Los Angeles and Florida. Responsibilities At Abacus Group, we’re not just building careers, we’re building futures. We’re looking for a driven, relationship-oriented professional to join our Accounting & Finance Permanent Recruitment Team in Manhattan. If you’re energized by connecting great people with great opportunities and thrive in a fast-paced, collaborative environment, this is your chance to join one of New York’s most respected executive search firms. • Build and maintain lasting relationships with professionals and clients across the NY Metro market, • Handle full-cycle recruitment and oversee job requisitions for positions ranging from Staff Accountant to CFO, • Gain a strong technical understanding of each position while following the client's strategic and financial parameters, • Research, identify, and manage client accounts through creative outreach and networking, • Source candidates via LinkedIn, referrals, and professional networks, • Conduct interviews to assess technical and cultural fit, • Deliver tailored recruitment solutions that exceed client expectations, • Negotiate offers and close deals that create lasting partnerships, • Stay ahead of market trends and evolving client needs Requirements • Bachelor's degree required, • 3+ years of recruiting experience running a full desk in permanent accounting recruitment required, • Highly organized and self-motivated; professional and mature, • A go-getter with a strong desire to succeed, • Must be a strong written and verbal communicator, • Creative and can think "outside of the box", • Able to work in a fast-paced environment, • Strong knowledge of LinkedIn and other social media platforms required Note: This role is commission-based

Senior Accountant | Digital Assets | New York | $135k–$150k + Bonus I'm working on a Senior Accountant opportunity with a well-established, high-growth fintech specialising in digital assets, cryptocurrency trading and market infrastructure. This is a hands-on role within a growing accounting team, offering exposure to complex cryptocurrency accounting, SEC reporting and financial operations. You'll work closely with FP&A and senior accounting leadership, with plenty of scope to take ownership and drive improvements. Key Responsibilities • Own and review month-end and year-end close processes, including journal entries, reconciliations and variance analysis., • Reconcile cryptocurrency wallets, exchanges and blockchain transactions., • Support SEC reporting, financial statement preparation and external audits., • Work closely with FP&A on budgeting, forecasting and financial planning., • Lead automation initiatives across balance sheet reconciliations and month-end close., • Develop and improve accounting policies, procedures and internal controls., • Identify opportunities to streamline accounting operations and improve reporting efficiency., • Monitor evolving accounting standards and regulatory requirements. What We're Looking For • 3+ years of accounting experience across public accounting and industry., • CPA strongly preferred., • Big 4 experience is a significant plus., • Background in fintech, particularly digital assets, cryptocurrency or payments., • Strong technical accounting knowledge, ideally including IFRS., • Experience with ERP systems, automation and complex reconciliations., • Strong analytical skills and the ability to thrive in a fast-paced environment. Compensation & Location • $135,000–$150,000 base salary., • Discretionary annual bonus and benefits., • New York City, with four days per week in the office. If you're a CPA with a background in Big 4 or fintech and are interested in exploring the opportunity, feel free to reach out directly.

JOB SUMMARY We are seeking a Transaction Advisory Services Manager (TAS) to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements, assessing transaction risks, and advising clients through mergers, acquisitions, and divestitures. You will play a key role in driving successful transactions for private equity firms, corporate clients, and investment banks. JOB DESCRIPTION • Manage buy-side and sell-side financial due diligence engagements for M&A transactions, • Assess quality of earnings (QoE), working capital adjustments, and cash flow trends to evaluate deal risks, • Analyze financial statements, revenue models, and business operations to identify potential red flags, • Lead the preparation of financial reports, executive summaries, and key transaction insights, • Develop and review financial models, valuation assessments, and sensitivity analyses, • Serve as the primary client contact, ensuring exceptional communication and advisory support, • Collaborate with investment bankers, private equity firms, and corporate executives to structure deals, • Train, mentor, and supervise junior professionals, fostering a strong transaction advisory team, • Support post-transaction integration by analyzing financial structures and deal synergies Supervisory responsibilities • Daily supervision of fellow TAS staff members, • Will participate in performance review process Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift up to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in Accounting and/or Finance with strong academic performance, • 4 – 6+ years of audit / corporate finance / transaction advisory service experience Preferred education and experience • Certified Public Accountant (“CPA”) designation Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $130,000 to $180,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JCW is partnering with a growing technology-focused private equity/venture capital fund to identify a Fund Accountant to join their finance team. This role offers exposure to fund management company operations, including management fee calculations and compensation accounting. This is an on-site role based in New York, offering the opportunity to gain specialized experience within a dynamic, tech-focused investment platform. Responsibilities: • Support management company accounting, including monthly/quarterly close, general ledger maintenance, and financial reporting, • Assist with management fee calculations and billing across fund vehicles, • Support compensation accounting, including bonus accruals, carried interest allocations, and payroll-related entries, • Prepare management company financial statements and support budget-to-actual analysis, • Assist with expense allocations between the management company and fund entities Qualifications: • 2-4 years of accounting experience, ideally with exposure to private equity, venture capital, or asset management (Big 4 or public accounting background welcome), • Bachelor's degree in Accounting or Finance; CPA or CPA track a plus, • Familiarity with management company accounting concepts, including fee structures and compensation accounting, is a plus, • Detail-oriented with strong organizational skills and the ability to manage multiple deadlines, • Excellent communication skills and a collaborative, team-oriented approach Haley Rizzo specializes in partnering with audit and finance professionals at leading organizations nationwide. For more information, please contact Haley at haley.rizzo@jcwgroup.com.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Summary U.S. GAAP accountant that is able to handle the timely and accurate submission of all U.S. regulatory reports required of an FBO. Key Responsibilities • Detailed review of all quarterly Call Reports before submission to the branches and regulatory agencies, i.e. the FFIEC 002 report., • Preparation of the following reports, FR2900, FR 2915, FR2420, FR2644, all TIC reports, FFIEC 019 Country risk reporting., • Prepare regulatory reports FRY 7 N, and FR Y 7NS reports., • Preparation of the following Bureau of Economic Analysis (BEA) reports, BE-12, BE-15, BE-125, BE-180, BE-185, and BE-605., • Ability to prepare U.S. GAAP adjusting entries to the various regulatory reports as needed., • Review all regulatory reports prior to submission to the regulatory agencies with management., • Respond to inquiries from local regulators regarding information reported., • Respond to the Branches and agencies request for information or supporting documentation with regards to their report filings and examinations., • Review and assess the impact of new and revised reporting requirements as they occur., • Perform periodic compliance and industry best practices review on all regulatory reports., • Liaise with various regulatory reporting industry groups to establish a Credit Agricole presence within the community., • Knowledge of AXIOM (updating with new reporting requirements and mappings), • Monitor all Legal Ratios and define legal lending limits for both Reg K and W., • Act as liaison between Paris and the Federal Reserve Bank on the FRY 7 Q filing, • ·Maintain established contacts with regulators to clarify reporting issues and monitor future changes., • Coordinate with internal audit and, or Compliance, the examinations of reports by Federal and State regulators., • Prepare responses to comments made by Federal, State and internal auditors., • Provide regulatory guidance to other Credit Agricole Branches as required., • Participate in the development of new products to determine the regulatory impact., • Provide input to other departments in the bank on the reporting impact of proposed or existing transactions., • Prepare written memorandum on topics of concern related to regulatory reporting for Credit Agricole management., • Define and prioritize the technology related needs of the regulatory reporting department., • Establish reporting procedures and compliance with revised and/or newly required regulatory reports. Qualifications Education Required • Bachelors in Accounting Education Desired • Master's Experience Required • 6 to 10 years of experience Required Competencies • Knowledge of US Regulatory Reporting Desired Competencies • Knowledge of AXIOM, • CPA

Family Office Controller The Family Office Controller oversees the day-to-day financial operations of a single-family office and an organization focused on impact investing and philanthropy. This role supports the Principals, their children, and the CFO and requires close collaboration across the family office team and its affiliates. The Controller will oversee one junior accountant or accounts payable professional. The ideal candidate will have a roll-up-your-sleeves approach and work in an organized, relaxed, and efficient manner. This individual should be comfortable managing multiple priorities while maintaining a high level of attention to detail, discretion, and professionalism. This role is best suited for a professional with experience in a family office, private banking, investment fund, closely held or family-owned business, or similar environment, who brings strong financial fundamentals and a proactive, service-oriented approach. Essential Requirements • Provide support to the CFO and family office leadership across all aspects of accounting and finance., • Lead general ledger accounting and financial reporting across all family-related entities in a timely and accurate manner., • Prepare monthly and annual financial statements., • Manage investment accounting and monitoring and prepare investment reports., • Assist with the implementation of new technology related to general ledger and investment reporting., • Establish and maintain accounting and operational processes and controls., • Manage cash balances, cash flow forecasting, and liquidity planning., • Oversee banking relationships and treasury processes., • Supervise an accounts payable / junior accountant and work closely with them on expense processing., • Manage personal, household, trust, and operating company expenses with professionalism and confidentiality., • Coordinate with external tax advisors to ensure timely and accurate filings., • Manage, build, and support budgets, expense tracking, and financial planning processes., • Ability to juggle multiple requests simultaneously and track, manage, and deliver significant ad hoc projects as requested by the Principals., • Maintain investment literacy, including monitoring, reconciliation, and reporting of investment activity., • Work independently, manage recurring deadlines, and maintain strict confidentiality. Additional Qualifications • 7–12+ years of progressive experience in a family office, closely held or family-owned business, fund, or similar environment., • CPA required or currently on the CPA track., • Bachelor’s degree in Accounting, Finance, Tax, or a related field., • Excellent written and verbal communication skills., • Strong technology skills, including Microsoft Excel, Office Suite, Canva, and AI tools., • Proficiency with accounting software, including QuickBooks and Addepar. Experience with a true general ledger system, particularly in connection with a software migration or implementation, is a plus., • Experience and/or exposure to direct investments, impact investing, philanthropy, tax, and/or investment activities is a plus., • Experience with consolidations and GAAP financial reporting., • Demonstrated ability to be flexible and resourceful in a complex and lean environment., • Strong judgment, discretion, and impeccable integrity., • Ability to work in the office five days per week., • Must be comfortable working in an office where dogs may be present in the future.

The Atlantic Group has partnered with a boutique law firm in the financial district area. They have an immediate need for an Accountant to start as soon as possible. This position is a full-time contract role with the opportunity to become permanent based on performance, (projected conversion to perm by Q1). Job Description: -Enter and code vendor invoices in QuickBooks, routing approvals to the Operations Manager -Prepare client invoices from TimeSolve and track outstanding AR, following up on late payments -Record client payments and reconcile them upon receipt -Process payroll and record payroll entries in QuickBooks -Process employee expense reimbursements through Expensify -Complete month-end bank, credit card, and balance sheet reconciliations in QuickBooks -Prepare monthly P&L, balance sheet, billable hours, and outstanding invoice reports -Help develop new reports as the firm grows, such as cash flow tracking, realization, and spending breakdowns -Assist with cleaning up historical billing and invoicing data Work Schedule: 4 days/week on-site (Mon-Thurs) in FiDi. WFH Fridays. Hours are roughly 9:15/9:30am to 5:30/6pm. Requirements: -Bachelor’s degree required -Law industry experience is a strong plus, but not required -2-3 years of hands-on AP/AR & reporting who wants to grow into more -Strong attention to detail and organizational skills Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 50538

VP, Treasury Finance (Global Asset Manager) • $300K TC (some flex based on experience), • Sweet spot for Base Salary is $220,000 - 225,000, • Hybrid (4 days onsite, Friday home), • Need at least 10 years of experience. Public or Public/Private works (public foundation a must). Strong executive presence required, as you will be working cross functionally across various Accounting/Finance lines. Organization Overview Our client is a premier global alternative investment management firm serving institutional and private investors worldwide. The firm invests across a wide range of asset classes, including private equity, real estate, credit, infrastructure, growth equity, and specialized strategies, driving value through strategic capital deployment and operational support. Position Summary Our client is seeking an experienced finance professional to join as Vice President within the Treasury group. This function oversees the financial control, accounting, and reporting frameworks for liquidity management, capital structures, corporate hedging, intercompany operations, and firmwide expense allocation mechanisms. Working closely with cross-functional leadership—including FP&A, technology partners, and business unit leaders—the Vice President will lead accounting operations, optimize reporting workflows, strengthen internal control environments, and scale technology-driven treasury solutions. Key Responsibilities • Team Leadership & Development: Mentor, direct, and grow a team of accounting professionals responsible for corporate expense frameworks and treasury accounting functions., • Treasury & Capital Markets Accounting: Direct the accounting and financial reporting processes for firm liquidity, debt/equity funding structures, corporate investment portfolios, derivative hedging, and intercompany arrangements., • Process Automation & Systems Optimization: Partner with internal technology groups to enhance the firm's treasury management platforms, automate ledger postings, and build scalable data solutions., • Financial Reporting & Analysis: Oversee internal management reporting and external disclosures related to corporate treasury activities; collaborate with FP&A on P&L forecasting, budget variances, and executive insights., • Internal Controls & Audit Management: Maintain robust SOX compliance frameworks; manage internal and external audit engagements for stand-alone entities and corporate financial statements., • Risk & Cash Governance: Oversee corporate foreign exchange exposure strategies, hedge accounting applications, cash reconciliations, and intercompany settlement workflows., • Cross-Functional Strategy: Partner with business unit finance teams to ensure accurate data flow, operational alignment, and transparent expense allocation methodologies. Qualifications & Requirements • Experience: 10+ years of progressive finance and accounting experience focused on corporate treasury, expense management, or capital markets accounting within financial services., • Education & Certifications: Active Certified Public Accountant (CPA) license preffered., • Background: Prior public accounting experience required., • Technical Expertise: Deep technical knowledge of U.S. GAAP, public reporting requirements, valuation of financial instruments, and accounting for derivatives and foreign currency transactions., • Market Knowledge: Strong grasp of fixed income, equity markets, derivative products, and institutional treasury operations., • Leadership & Execution: Proven track record of managing teams, driving continuous process improvement, and navigating complex corporate matrix environments., • Communication: Superior interpersonal skills with the ability to articulate complex financial matters to senior executive stakeholders. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that _. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. Privacy Notice Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees _., • Virginia residents may access our state specific policies _., • Residents of all other states may access our policies _., • Canadian residents may access our policies in English and in French ., • Residents of countries governed by GDPR and UK GDPR may access our policies _. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (_). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: · the individual's skill sets, experience and training; · licensure and certification requirements; · office location and other geographic considerations; and · other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

Coda Search is partnering with a fast-growing consumer goods company based in Brooklyn, NY. With a brand that's quickly gaining momentum with customers nationwide, the company has delivered strong year-over-year growth and continues to expand its footprint across the US. The team is looking to hire a Senior Accountant who thrives in a fast-paced environment, will play a key role in managing the month-end close and enjoys building out processes and procedures that scale with the business. Responsibilities: • Oversee the month-end close process, including balance sheet and P&L reconciliations, • Manage multiple entities and prepare intercompany transactions and reconciliations, • Oversee fixed assets and manage depreciation schedules, • Utilize Excel to analyze expenses and highlight variances, • Review invoices and resolve vendor issues, • Manage general ledger reconciliations and prepare journal entries, • Support the annual audit by preparing schedules and serving as a liaison with external auditors Who You Are: • Bachelor's degree in Accounting or Finance, • 3+ years of accounting experience, • Advanced Excel skills (pivot tables, VLOOKUPs, etc.), • NetSuite experience strongly preferred, • Excellent communication and presentation skills

Job Descriptions： The Technical Accounting & SEC Reporting Manager plays a key independent technical and disclosure role, responsible for ensuring timely and compliant SEC reporting and robust technical accounting analysis. This position ensures that all financial statement disclosures align with U.S. GAAP and SEC requirements, supporting audit processes and the implementation of new standards. The manager maintains independence from transactional accounting, contributing critical technical expertise and oversight to the financial reporting function. Responsibilities： • Prepare and coordinate SEC filings, including Form 20-F, Form 6-K, Form S-8, and other registration statements, ensuring accuracy, completeness, and timely submission., • Manage financial statement disclosure tie-outs, supporting schedules, and related documentation., • Coordinate internal and external reviews of SEC filings and resolve comments efficiently., • Research and analyze complex accounting matters under U.S. GAAP and prepare technical accounting memos and position papers., • Monitor new U.S. GAAP and SEC requirements and support timely implementation of related accounting and disclosure changes., • Support external audits and other financial reporting matters involving technical accounting and disclosures., • Partner with internal stakeholders on accounting implications of new transactions, agreements, and business activities. Qualifications： • Bachelor’s degree in Accounting, Finance, or a related field., • Certified Public Accountant (CPA) or equivalent certification., • 3+ years of relevant experience in public accounting, technical accounting, and/or SEC reporting., • Strong knowledge of U.S. GAAP and SEC reporting and disclosure requirements., • Hands-on experience preparing or reviewing SEC filings., • Strong technical accounting research, writing, and documentation skills., • Strong attention to detail and ability to manage multiple reporting deadlines. Preferred Qualifications： • Experience with a Big Four or other public accounting firm., • Experience supporting GAAP conversions, complex transactions, or accounting policy implementation., • Experience advising on accounting implications of new standards or significant transactions., • Experience supporting external audits and financial statement disclosure reviews.

This role is with a direct client of Aprio Talent Solutions. Role Title: Senior Accountant (Insurance / Statutory) Location: NY, NY (Flatiron) - *Hybrid* Employment Type: Full-Time / Permanent Client Industry: Insurance / Tech Compensation: $120,000 - $150,000 + Equity Summary: Our client is a venture-backed company in the captive insurance market and they are investing heavily in team growth. This role handles statutory close, regulatory reporting, and client-facing accounting support across a portfolio of insurance entities. The client will take a strong auditor making a first move out of public accounting, an insurance accountant already in the seat or a accountant from a related field eager to learn. Why It's Worth Your Time • Get in early at a funded, high-growth company in a market that is expanding fast., • Real technical depth from day one: statutory accounting, captive structures, and insurance regulatory reporting., • Equity participation as a meaningful component of total compensation., • Work directly with client finance teams instead of sitting behind a close checklist., • Partner with technology and product teams to automate accounting work rather than grind through it manually., • Join an accounting function early enough to influence how it runs as the company scales. What You'll Own • Execute month-end and quarter-end close across a portfolio of insurance entities., • Prepare statutory financial statements under Statutory Accounting Principles., • Prepare NAIC and state insurance regulatory filings., • Handle claims accounting activity., • Reconcile accounts and maintain audit-ready supporting workpapers., • Act as a day-to-day accounting contact for client finance teams., • Support the external audit and turn around auditor requests., • Spot what is slow, manual, or breaking and raise it before it becomes a problem., • Work with technology and product teams to automate recurring accounting workflows. Must-Haves • Bachelor's degree in Accounting or Finance., • 3–7 years of accounting or audit and assurance experience., • Insurance accounting, insurance audit and assurance experience, fund accounting, or related field., • Working knowledge or eagerness to learn statutory accounting (STAT/SAP) and insurance regulatory reporting, including NAIC., • Hands-on month-end and quarter-end close experience., • Comfort communicating directly with client finance teams., • Proficiency with accounting systems and genuine interest in automating manual processes. Nice to Have • CPA or active CPA candidate., • Captive insurance or alternative risk accounting experience., • Experience preparing NAIC annual statements., • Prior experience at an early-stage or high-growth company.

Position Overview Our client, a $200M global consumer goods and retail organization is seeking a Senior Accountant to join their team in Brooklyn, NY. This is an opportunity for a driven, organized Senior Accountant who thrives in a fast-paced, collaborative environment. The role offers full ownership of key accounting and financial reporting processes and the chance to shape how the team operates as it scales. The ideal candidate is hands-on, detail-oriented, and continually looking for ways to improve and automate workflows. Responsibilities • Lead the month-end close process, • Prepare financial statements, • Manage intercompany accounting and financial reporting across US and international entities, • Own general ledger accounting, including journal entries and accruals, • Perform monthly balance sheet and account reconciliations, • Support operational accounting, • Oversee vendor and expense payment processing, including review of AP invoices and third-party payments, • Provide tax support, including tax filings across multiple jurisdictions, • Provide audit support to external auditors and partner on tax and audit deliverables, • Contribute to process improvements and workflow automation, • Respond to ad hoc financial requests and build processes to support them Qualifications Required: • Bachelor's Degree in Accounting, Finance, or related field, • 3 to 7 years of relevant work experience, • Background in general ledger accounting and financial reporting, • Strong understanding of financial statements, • Knowledge of US GAAP and IFRS, • NetSuite or similar ERP experience, • Strong proficiency in Microsoft Excel, • CPA Preferred: • Big 4 or large public accounting experience, • Accounting experience in the consumer, retail, or hospitality space

Grants Accountant / Senior Fiscal Analyst Location: Midtown, NY 10018 | Fully Remote Schedule: Monday–Friday, 9 AM–5 PM / 35-hour week Onsite: Approximately once per month and as needed for audits Compensation: $80K–$85K Contract: 3+ months with opportunity to convert Contract Rate: $40–$45/hr A well-established NYC nonprofit is bringing its outsourced grant and contract management function in-house and is seeking an experienced Grant Accountant / Senior Fiscal Analyst. This role is approximately 80% government contract/grant management and 20% accounting/month-end close. Responsibilities: • Manage government and nonprofit contracts from budgeting through billing, reporting, and reconciliation, • Prepare vouchers, billing, AR, revenue reports, and budget modifications, • Perform budget-to-actual and variance analysis, • Partner with program teams on financial submissions and reporting, • Communicate with government agencies and funders, • Support month-end close, journal entries, reclasses, and revenue, • Manage an assigned portfolio independently Requirements: • 5+ years of grants accounting, fiscal analysis, or government contract experience, • Strong government/nonprofit contract experience, • Experience with city, state, and/or federal funding, • HRA, HUD, OMH, HOPWA, HASA, DHS, NY State, or similar experience preferred, • Strong Excel skills — VLOOKUPs, PivotTables, reporting, • Experience with budgets, billing, vouchers, AR, revenue, and reconciliations, • PASSPort/PHS or similar portal experience strongly preferred, • Sage Intacct experience preferred; NetSuite exposure is a plus Ideal Candidate: A self-sufficient professional who has directly managed government-funded nonprofit contracts and understands the full financial lifecycle of grants and contracts. Portfolio: Organization manages approximately $23M in grants/contracts, with individual portfolios potentially exceeding $10M. Interview Process: 2 video interviews → Offer For a faster response, please send your resume to jcanabal@ascendo.com

We are hiring for a big Real Estate PE in NYC! Key Responsibilities • Asset-Level & Platform Accounting, • Manage full-cycle month-end, quarter-end, and year-end close processes for commercial real estate assets and holding entities., • Prepare and review general ledger entries, bank reconciliations, tenant recovery adjustments, and debt compliance schedules., • Oversee accounts payable, accounts receivable, vendor payments, and cash flow forecasting across assigned portfolios., • Draft and deliver accurate financial statements (Balance Sheet, Income Statement, Cash Flow) under US GAAP., • Partner with Asset Management to review budget vs. actual variances and provide operational variance analyses., • Assist in preparing quarterly investor packages, lender reporting requirements, and board presentation decks., • Audit, Tax & Compliance Support, • Coordinate with external auditors during annual audits and tax preparers for K-1 and tax return preparations., • Maintain internal control protocols and ensure compliance with joint venture (JV) agreements and lender covenants., • Cross-Border Communication & Special Projects, • Serve as a key bilingual liaison bridging headquarters, onshore asset teams, and offshore investment partners., • Support ad-hoc financial analysis, treasury management, and real estate transaction closing support as needed. Qualifications & Requirements • Experience: 3–5 years of professional accounting experience. Direct exposure to institutional real estate (commercial, office, retail, or mixed-use assets required) is a plus., • Bachelor’s degree in Accounting, Finance, or related discipline. CPA or CPA candidate preferred., • Strong proficiency in US GAAP. Hands-on experience with real estate software (Yardi Voyager, MRI, or RealPage) and advanced Excel functionality (VLOOKUP, Pivot Tables, financial modeling)., • Business-level fluency in English and Mandarin (both written and spoken) is required due to ongoing collaboration with global stakeholders., • Exceptional organizational skills, high attention to detail, strong business acumen, and the ability to prioritize multi-task deliverables in a fast-paced environment.

Senior Accountant (Hedge) is responsible for ensuring timely and accurate NAV calculations, Investor allocations, preparation of financial and investor statements and communication with clients throughout the accounting process. The Senior Accountant (Hedge) will act as a mentor and resource for staff accountants to ensure that the day-to-day work and deadlines are completed as scheduled. This position will require regular interaction with clients, team members and management. Responsibilities • Process portfolio activity and perform reconciliations to broker/custodian/counterpart and/or client;, • Process account activity, performance, and trial balance reporting for clients’ funds/accounts;, • Process investor allocations and fees according to fund governing documents;, • Communicate with clients, custodians, third parties, and various levels of management;, • Review of correspondence with client to address inquiries as needed;, • Maintain a controlled operating environment in conjunction with company’s internal controls;, • Indicate knowledge of investment vehicles commonly used by clients;, • Prepare/review moderate to complex incentive fee calculations and management fee calculations;, • Participates in client audit engagement;, • Assist in the development and training of new team members as required;, • Coordination and completion of special projects as directed by the client or as directed by management as assigned;, • Assist with new client onboarding;, • Indicate thorough comprehension of relevant fund documentation; and, • Review fund accountants’ funds and NAVs for accuracy and appropriate documentations. Qualifications • 3 – 5+ years’ (relevant) experience in Accounting, Finance or related field preferred;, • Minimum of a Bachelor’s Degree in Accounting or related field;, • Advanced degree (MBA or MSA) in Accounting or related field strongly preferred;, • Certified Public Accountant (CPA) license is strongly preferred., • Proficient in Microsoft Office Suite with knowledge of HedgeTek or other partnership accounting software and HFPM or other portfolio accounting software a plus;, • Ability to multitask, time management, attention to detail, planning and problem-solving skills required;, • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients;, • Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines.

LHH Recruitment Solutions is partnering with a small, start-up environment company seeking a hands-on Senior Accountant to join the team. This is an excellent opportunity for someone who enjoys owning the month-end close process, wearing multiple hats, and helping build scalable accounting processes as the organization continues to grow. Key Responsibilities: • Own month-end, quarter-end, and year-end close activities, • Prepare journal entries, including payroll, accruals, prepaids, allocations, and other accounting adjustments, • Maintain prepaid, accrual, fixed asset, and other supporting schedules, • Manage accounts payable and accounts receivable processes, including vendor payments, expense reporting, collections, and cash management, • Review revenue and billing schedules to ensure accurate invoicing and compliance with ASC 606 revenue recognition requirements, • Reconcile bank accounts, credit cards, and balance sheet accounts while investigating and resolving discrepancies, • Oversee vendor onboarding, payment approvals, and related accounting processes, • Assist with ERP reporting, financial analysis, and budget-to-actual reporting, • Support audits, tax filings, process improvements, and internal controls initiatives What We're Looking For: • Bachelor's degree in Accounting, Finance, or a related field, • 3+ years of accounting experience with hands-on ownership of month-end close, journal entries, accruals, and account reconciliations, • Strong balance sheet reconciliation experience, including bank reconciliations and resolving accounting discrepancies, • Experience with ERP systems; NetSuite experience is highly preferred, • Strong knowledge of U.S. GAAP and financial reporting principles, • Advanced Excel skills and an interest in leveraging automation and AI tools to improve efficiency, • CPA designation, CPA track, public accounting, or audit experience is a plus, • Highly organized, analytical, and detail-oriented with excellent communication skills, • Comfortable working in a growing environment where processes continue to evolve Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Tax Senior – Private Client Services Location: New York, NY (Hybrid) A top-ranking CPA firm is seeking an experienced Tax Senior or higher to join its Private Client Services group. In this role, you’ll provide strategic tax planning, compliance, and advisory services to high-net-worth individuals and families, helping them achieve their financial goals. Consistently recognized as one of the “Best of the Best” Accounting Firms in the U.S., the firm offers an exceptional environment for professionals seeking growth and impact. Key Responsibilities • Serve as a trusted point of contact for high-net-worth individuals, families, and family offices, • Prepare and review complex individual, partnership, trust, gift, and estate tax returns, • Provide tax planning and advisory services tailored to clients’ financial goals, • Identify tax-saving opportunities and develop strategies to minimize liabilities, • Research complex tax issues and provide creative solutions, • Supervise and mentor junior staff, • Collaborate with Partners and senior leadership on client and team initiatives, • Stay current on federal, state, and local tax law changes Qualifications • Bachelor’s degree in Accounting, Finance, or related field, • CPA preferred, • 3+ years of tax compliance experience with a focus on high-net-worth individuals and families, • Strong knowledge of federal, state, and local tax laws and regulations, • Proficiency with tax software and research tools, • Excellent communication, interpersonal, and analytical skills

One of the hottest digital media companies in Manhattan is GROWING! This client is a repeat customer and we've worked with the founders for years. We also staffed most of the current department, including the direct coworkers for this position. The company is looking for a strong Sr. Accountant to report to the public/private CPA Accounting Manager we placed a year and a half ago. The Senior Accountant will work on a variety of general accounting duties, and some financial planning and analysis. Located near Midtown just blocks from Penn Station, this job is a hybrid position requiring ~2 days a week in the office. They offer top compensation, excellent benefits and unlimited career growth! Senior Accountant responsibilities include reconciling account balances and bank statements, maintaining general ledger and performing month-end close procedures. This role will support the finance team activities and assist in supporting the financial reporting requirements and analysis of the company. A successful Senior Accountant combines excellent attention to detail and thorough knowledge of accounting principles to analyze financial reports and forecasts. Qualifications • BS in Accounting and 3+ years of relevant experience; Big 4 CPA or large public accounting experience strongly preferred, • Experience with general ledger functions and the month-end/year-end close process

We are partnering with a growing AI technology company that is looking for experienced accounting professionals to help train and improve AI systems. This is a fully remote opportunity where your accounting knowledge will be used to evaluate, analyze, and improve AI-generated financial and accounting content. ROLE OVERVIEW The AI Accounting Specialist will use their accounting background to review financial information, assess AI-generated responses, identify errors, and provide detailed feedback. This is a great opportunity for an accounting professional who wants to use their existing experience in a technology/AI environment. RESPONSIBILITIES • Review and evaluate AI-generated accounting and financial responses, • Identify accounting errors, inconsistencies, and incorrect calculations, • Apply accounting principles to real-world financial scenarios, • Provide clear written feedback explaining why an answer is correct or incorrect, • Review financial statements, journal entries, reconciliations, and other accounting-related information, • Help improve the accuracy and quality of AI models, • Complete accounting-related projects and assessments, • Work independently in a fully remote environment REQUIREMENTS • Bachelor’s degree in Accounting, Finance, or a related field preferred, • Professional accounting experience required, • Strong understanding of GAAP and core accounting principles, • Experience with financial statements, journal entries, reconciliations, and general ledger accounting, • Strong analytical and problem-solving skills, • Excellent written communication skills, • Ability to work independently and meet deadlines, • Comfortable reviewing detailed financial information, • CPA is a plus but not required

Majority Remote - Senior Accountant – NYC! A growing, private equity-backed company at the intersection of consumer products and design is looking for a Senior Accountant. This is an excellent opportunity for an early-career accounting professional to take on significant responsibility within a growing organization and gain exposure to both core accounting and broader financial analysis, as you’ll work hand in hand with the CFO and VP Finance. This person will play an important role in strengthening the company's accounting infrastructure as the business continues to grow. The position will be hands-on and involve month-end close, reconciliations, journal entries, and financial reporting, while also providing exposure to process improvement, multi-entity accounting, and other strategic finance initiatives. The ideal candidate will have strong accounting fundamentals, excellent attention to detail, and the ability to operate independently in a fast-moving environment. This role is particularly well suited for someone coming from a strong public accounting or corporate accounting background who is looking to take on broader ownership within an operating company. The company is based in Midtown and only requires 1 day in office per week! Responsibilities: • Support the monthly close process, including journal entries, account reconciliations, accruals, and preparation of financial schedules, • Assist with accounting activities across multiple entities and support the consolidation and reporting process, • Maintain accurate general ledger accounts and investigate and resolve discrepancies in a timely manner, • Support accounts payable and accounts receivable activities, including invoice review, payment processing, cash application, and account reconciliation, • Prepare bank and balance sheet reconciliations and ensure transactions are accurately recorded and supported, • Assist with the preparation of internal financial reporting and schedules for management, • Support external audit processes by preparing schedules, documentation, and responding to requests from external auditors, • Help improve accounting processes, controls, systems, and reporting as the organization continues to scale, • Assist with inventory-related accounting and other operational accounting activities as needed, • Support broader finance initiatives, including KPI reporting, pricing analysis, variance analysis, and other ad hoc projects Requirements: • 2–5 years of progressive accounting experience, ideally within a public accounting or corporate accounting environment, • Bachelor's degree in Accounting, Finance, or a related field, • Strong understanding of GAAP, accrual accounting, journal entries, reconciliations, and month-end close processes, • Experience working with multiple entities, consolidations, accounting systems, or process transitions is highly preferred, • NetSuite experience is strongly preferred, • Strong Excel skills and the ability to work with large amounts of financial data, • Experience in inventory, distribution, manufacturing, consumer products, or a similar operating environment is a plus, • Highly organized, analytical, and detail-oriented with the ability to manage multiple priorities, • Self-starter who is comfortable working in an evolving environment and taking ownership of responsibilities, • Interested in developing broader exposure to FP&A, business analysis, and operational finance Salary: $85K – $95K + bonus The above salary range represents the company's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: jdamico@adviceny.com If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area

Financial Controller New York, NY | Hybrid Join a High-Growth Global FinTech We're partnering with a fast-growing international fintech business with operations across North America, EMEA and APAC who are now looking to hire a Financial Controller to join their growing team in New York. The business has experienced exceptional growth and is continuing to scale its global finance function. As part of this growth, our client is seeking a highly motivated Financial Controller to join the New York finance team. This is an outstanding opportunity for a CPA-qualified accountant with 1-2 years of post-qualification experience looking to take the next step in their career within a dynamic, international and high-growth environment. The Opportunity Reporting into senior finance leadership, you'll play a key role in ensuring the integrity of financial reporting, strengthening controls and supporting the ongoing growth of a complex multi-entity business. You'll gain exposure to international operations, regulatory reporting, finance transformation initiatives and senior stakeholders across the organization. Key Responsibilities • Support the month-end and year-end close process across multiple entities, • Review journal entries and ensure financial transactions are recorded accurately and timely, • Prepare balance sheet reconciliations, accruals, prepayments, intercompany balances and fixed asset schedules, • Assist in the preparation of monthly management accounts and statutory financial statements, • Support external audits and regulatory reporting requirements, • Maintain and enhance internal control frameworks as the business scales, • Partner with finance, operations and risk teams across multiple jurisdictions, • Assist with budgeting, forecasting and financial analysis, • Identify opportunities to improve, automate and streamline finance processes, • Contribute to finance transformation and systems enhancement initiatives About You We're particularly interested in speaking with candidates who have: • CPA qualification (required), • 1-2 years post-qualification experience, • Big 4 or Top 20 public accounting background preferred, • Financial Services, FinTech, Payments, Banking or Capital Markets experience, • Experience gained either:, • Auditing Financial Services clients within public accounting; or, • Working within a Financial Services or FinTech business following qualification, • Strong understanding of financial reporting, controls and accounting principles, • Advanced Excel skills, • Experience with ERP systems such as NetSuite is advantageous, • Strong communication and stakeholder management skills, • A proactive, hands-on approach and desire to work in a fast-paced growth environment Why Apply? • Opportunity to join a rapidly scaling global fintech business, • Broad exposure across international entities and operations, • Highly visible role with exposure to senior leadership, • Strong career progression opportunities as the business grows, • Involvement in finance transformation and process improvement initiatives, • Collaborative, entrepreneurial and high-performance culture If you're a CPA-qualified accountant with a strong public accounting foundation and experience within Financial Services, FinTech or Payments, we'd love to hear from you.