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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 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 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.

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.

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.

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.

• Take ownership of a developing fixed asset function within a growing $500MM organization., • Lead meaningful cleanup and reconciliation work that will have an immediate impact., • Gain direct exposure to an upcoming fixed asset module implementation., • Become a go-to resource for fixed assets, fleet accounting, and asset-related process improvements. Target Compensation: $80,000–$90,000, • Maintain and reconcile fixed asset records for rental fleet, vehicles, equipment, and other capital assets., • Review asset additions, transfers, disposals, depreciation, and general ledger activity., • Clean up historical asset data and prepare records for implementation of a new fixed asset module., • Partner with fleet, operations, and accounting teams to improve asset tracking and resolve discrepancies., • Support month-end close, fixed asset reporting, audit requests, and process improvements., • 5+ years of accounting experience with strong fixed asset, fleet, or asset-intensive accounting exposure., • Bachelor’s degree in Accounting, Finance, or a related field., • Experience with ERP and fixed asset or fleet management systems; Sage Intacct experience preferred., • Strong Excel skills, including lookups, pivot tables, and analysis of large data sets. Location: Garden City, New York | On-site #LI-JT1 #INOCT2026 #SeniorFixedAssetsAccountant #AccountingJobs #FinanceJobs

Why This Opportunity Stands Out: Looking for a payroll opportunity where your work truly impacts employees every pay period? Join a highly respected, mission-driven organization known for its long-term stability, employee-centered culture, and commitment to professional growth. This is an excellent opportunity for a payroll professional seeking a collaborative team environment, work-life balance, and a company that invests in its people. Compensation: $30-40 per hour commensurate with experience • Fully on site position with opportunity for hybrid schedule after training period, • Organization with decades of stability, growth, and strong community impact, • Recognized nationally as one of America's top employers, • Exceptional onboarding, training, and career advancement opportunities, • Supportive leadership team that values employee feedback and continuous improvement, • Strong work-life balance culture highlighted by employees, • Free on-site parking and convenient access to public transportation, • Comprehensive benefits package including medical, dental, vision, retirement savings, paid time off, and more Key Responsibilities: • Process accurate and timely payroll through Paycom, • Serve as a trusted resource for employee questions regarding pay, PTO, timekeeping, and payroll-related matters, • Support union payroll processes and respond to union-related inquiries, • Maintain employee payroll records, status changes, sick time tracking, and payroll updates, • Prepare payroll reports, garnishment payments, bonuses, and family leave payments while ensuring compliance and accuracy Qualifications: • 3+ years of payroll experience with knowledge of payroll regulations and best practices, • Experience using Paycom or a similar payroll system, along with intermediate Excel skills, • Team-oriented professional with strong communication skills, attention to detail, and a customer-service mindset, • Nonprofit industry experience a plus! #INAUG2026

• Join a growing $500MM organization with expanding multi-state operations., • Build deeper expertise across state, city, and local sales tax requirements., • Gain hands-on exposure to new jurisdiction registrations as the company expands., • Play an important role in strengthening and scaling the sales tax function. Target Compensation: $70,000–$80,000, • Prepare and support sales and use tax filings across multiple state and local jurisdictions., • Research tax requirements and manage registrations as the business expands into new jurisdictions., • Reconcile sales tax accounts and investigate discrepancies., • Maintain exemption documentation and support sales tax audits, notices, and compliance requests., • Partner with accounting and operations teams to improve sales tax processes and reporting., • 4+ years of sales and use tax, indirect tax, or related accounting/compliance experience., • Experience with multi-state sales tax filings, registrations, and jurisdictional requirements., • Strong Excel skills and experience working with ERP or accounting systems; Sage Intacct experience preferred., • Bachelor’s degree in Accounting, Finance, Business, Taxation, or a related field preferred. Location: Garden City, New York | On-site #LI-JT1 #INOCT2026 #SalesTaxAccountant #AccountingJobs #FinanceJobs

Looking for an opportunity where you can take ownership of the accounting function and work directly with company leadership? This role offers stability, visibility, and the chance to grow into a broader finance leadership position within a well-established, family-owned organization. Salary: $120,000-$130,000 base salary + discretionary annual bonus + medical benefits • Join a stable, family-owned facilities management company known for strong employee retention and long-term success • Benefit from a smooth transition with direct training and knowledge transfer from the current incumbent, • Partner closely with ownership and play a key role in financial planning and decision-making, • Gain visibility across the business and help shape financial operations, • Opportunity to expand your responsibilities into broader accounting and finance leadership functions, • Make an immediate impact within a lean team where your contributions are highly valued, • Influence process improvements and operational efficiencies across the accounting department, • Fast-moving interview process with the opportunity to step into a highly visible role quickly • Oversee monthly billing, financial reporting, and profit & loss statement preparation, • Manage cash flow forecasting, banking relationships, and financial analysis activities, • Direct accounts receivable and accounts payable functions to ensure accurate financial operations, • Supervise and support a Bookkeeper and Purchasing Associate, • Identify, recommend, and implement accounting process improvements and efficiencies • 5+ years of experience in bookkeeping, accounting, senior accountant, or accounting management roles, • Strong proficiency with QuickBooks Desktop and Microsoft Excel, • Experience managing AP, AR, cash flow, and financial reporting processes, • Demonstrated history of career stability and long-term tenure with previous employers

Salary: Up to $150,000 annually + Bonus • Act as the Controller’s primary delegate with real influence over accounting operations and decisions • Own complex technical accounting and tax oversight in a multi-entity, nationwide organization, • Gain exposure to senior leadership, external auditors, and third-party tax advisors, • Work for a 2025 Best Places to Work award-winning company with a strong, control-minded culture, • Enjoy 100% employer-paid family health insurance—a rare and valuable benefit, • Immediate vesting retirement plan with company match, • Operate in a stable, essential industry (transportation & logistics) with operational complexity, • Opportunity to apply AI and process improvements within accounting and close functions, • Lead and develop a seasoned accounting team while strengthening internal controls • Manage and support monthly, quarterly, and annual close and financial reporting, • Review journal entries, reconciliations, flux analysis, and key balance sheet accounts, • Ensure consistent application of U.S. GAAP across multiple legal entities, • Serve as internal owner of all tax matters, coordinating with external advisors, • Act as primary liaison with external auditors and support audit deliverables, • Provide day-to-day leadership and guidance to the accounting team • Bachelor’s degree in Accounting or Finance, • 7+ years of progressive accounting experience in multi-entity U.S. operations, • Proven experience with sales & use tax across multiple U.S. jurisdictions, • Background in transportation, logistics, fleet-based, or services environments #LI-JT1 #INJUNE2026 #AssistantController #AccountingJobs #FinanceJobs

• Join a growing $500MM organization with an expanding corporate accounting function., • Gain broad exposure across financial reporting, analysis, fixed assets, and internal controls., • Work closely with corporate finance and operating teams in a multi-location business., • Build your career in a role designed to expand as the organization continues to grow. Target Compensation: $100,000–$110,000, • Support month-end, quarter-end, and year-end close, including journal entries, accruals, and reconciliations., • Reconcile balance sheet and general ledger accounts and investigate significant variances., • Prepare management reporting and financial analysis for corporate and operating leadership., • Support fixed asset accounting, including capital expenditures, depreciation, disposals, and account cleanup., • Contribute to audit support, internal controls, and accounting process improvements., • 4–7 years of progressive accounting experience, ideally within a corporate or multi-location environment., • Bachelor’s degree in Accounting, Finance, or a related field., • Strong general ledger, account reconciliation, accrual, and GAAP accounting experience., • Experience with a large ERP/accounting system and strong Excel skills; Sage Intacct experience preferred. Location: Garden City, New York | On-site #LI-JT1 #INOCT2026 #SeniorAccountant #AccountingJobs #FinanceJobs

Insurance Underwriter – Excess & Specialty.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more.AI systems learn, reason, and perform.Our platform ident

Our client is looking for a Financial Client Relationship Associate to support clients across financial planning, investment recommendations, and ongoing account needs. This is a client-facing role for someone who can balance relationship management with hands-on financial planning and administrative responsibilities. The position also offers the opportunity to contribute to business development and marketing efforts as part of a close-knit team. Key Responsibilities • Serve as a point of contact for clients and assist with ongoing relationship management, • Handle client account maintenance and day-to-day service needs, • Develop financial plans based on clients’ goals and circumstances, • Provide recommendations related to financial products, planning strategies, and investments, • Support general administrative needs across the firm, • Assist with marketing and business development initiatives, • Maintain accurate client information and documentation Qualifications • Series 7 and Series 66 licenses required, • Experience working directly with clients in financial services, wealth management, or a related environment, • Experience with financial planning and investment recommendations, • Strong communication and relationship management skills, • Ability to work effectively within a small, collaborative team, • CFP, CPA, and/or EA designation is a plus

About the Company Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. Office located in Rosedale NY About the Role As a Financial Services Professional, you will: Responsibilities • Build a client base by growing relationships with your network and providing guidance, • Gain expertise through sponsored coursework and proprietary agent development training, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning Qualifications What makes a great Financial Services Professional? Required Skills • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Self-motivation to connect with company provided sales leads and network with new clients, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others Preferred Skills What we offer: • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®, • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more Pay range and compensation package Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. Equal Opportunity Statement We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: _

B2B Credit & Collections Specialist Location: Westbury, NY Job Type: Perm Work Schedule: Fully Onsite, Monday–Friday Permanent Salary: $60,000–$65,000 per year About the Opportunity We are partnering with a growing company in Garden City, NY that is seeking an experienced B2B Credit & Collections Specialist for a temp-to-permanent opportunity. This is an excellent opportunity for a strong credit and collections professional who has experience managing a commercial customer portfolio, resolving outstanding balances, and driving timely payments. Construction industry experience is a major plus. Responsibilities • Manage a portfolio of B2B customer accounts and oversee the full collections process, • Monitor accounts receivable aging and prioritize collection activity, • Handle 30, 60, 90, and 120+ day past-due accounts, • Make collection calls and communicate with customers regarding outstanding balances, • Negotiate payment arrangements and resolve account discrepancies, • Escalate delinquent accounts when appropriate, • Research and resolve billing, payment, and account issues, • Maintain accurate and up-to-date customer account records, • Work closely with internal teams including Accounting, Sales, and Customer Service, • Prepare and analyze aging reports and collection metrics, • Use Excel to track, analyze, and report on accounts receivable activity Qualifications • 3+ years of B2B credit and collections experience, • Strong understanding of commercial accounts receivable and credit processes, • Experience working with aging reports and collection escalations, • Proven experience collecting on accounts that are 30/60/90/120+ days past due, • Advanced Microsoft Excel skills, including Pivot Tables and VLOOKUP, • Excellent verbal and written communication skills, • Strong negotiation and problem-solving abilities, • Ability to manage multiple accounts and prioritize effectively, • Professional, persistent, and customer-focused approach Preferred Qualifications • Construction industry experience strongly preferred, not required, • Experience working with high-volume B2B accounts, • Experience with credit analysis, account reconciliation, and dispute resolution BENEFITS We offer eligible employees competitive pay and access to a range of benefits and support programs based on assignment type, schedule, length of employment, and eligibility requirements, including medical, dental, vision, prescription coverage, short-term disability, 401(k), employee assistance, childcare assistance, discounts, paid holidays, and longevity bonuses. Depending on the benefit, cost may be paid by the Company, the employee, or shared between both. EOE: We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Position Title: Staff Accountant Location: Melville, NY (On-Site) Industry: Healthcare A growing healthcare organization is seeking a Staff Accountant to join its accounting team. This is an excellent opportunity for someone with 1–2+ years of accounting experience who is looking to continue developing their career in a collaborative, fast-paced environment. Candidates coming directly from public accounting or private industry are encouraged to apply. CPA eligibility or progress toward the CPA is a plus. Responsibilities • Assist with the month-end and year-end close process, including preparing journal entries and account reconciliations., • Reconcile bank accounts, balance sheet accounts, and the general ledger., • Prepare supporting schedules and assist with monthly financial reporting., • Support Accounts Payable, Accounts Receivable, and cash management activities as needed., • Analyze financial data and investigate account variances., • Assist with audit preparation and provide documentation for external auditors., • Help maintain strong internal controls and identify opportunities for process improvements., • Collaborate with finance and operational teams to ensure accurate and timely financial reporting. Qualifications • Bachelor's degree in Accounting or Finance., • 1–2+ years of accounting experience in public accounting, healthcare, or another industry., • CPA, CPA candidate, or parts of the CPA exam passed is a plus., • Strong understanding of GAAP and general accounting principles., • Proficiency in Microsoft Excel; experience with ERP or healthcare accounting systems is a plus., • Strong analytical, organizational, and communication skills., • Detail-oriented with the ability to manage multiple priorities in a deadline-driven environment. This is a great opportunity to join a growing healthcare organization that offers exposure to all aspects of the accounting function and opportunities for long-term career growth. Please send your resume (Word format preferred) to Steven.Mas@lhh.com for immediate consideration. Not the right fit? Let's connect. I recruit for a variety of accounting and finance opportunities across Long Island and the NYC metro area. Equal Opportunity Employer/Veterans/Disabled • To read our Candidate Privacy Information Statement, please visit: _ 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

Financial Advisor – Keep What YOU Build | Long Island, NY Titus Talent Strategies is retained by a boutique, family-run wealth management and financial planning practice on Long Island to find their next Financial Advisor. This firm serves entrepreneurs, business owners, and high-net-worth/family-office clients across the tristate area, manages roughly $500M in AUM, and runs on EOS/Traction — so you'll join a team with clear structure, real accountability, and a genuine growth plan (not just a title). What makes this different: Whether you're bringing an established book or you're ready to build one from scratch — book or no book, you keep what you build. This firm has a structured 3-6-9-12 month training program and hands-on mentorship designed to get you producing, not just licensed. The role: • Build and grow your own client book with direct mentorship from experienced advisors, • Access to a firm-wide network of high-net-worth and business-owner relationships, • Target: $5–10M in AUM in year one, with a clear runway beyond that Compensation: • $75,000 base salary, paid quarterly, • Uncapped commission from day one — no ceiling on what you earn as your book grows, whether you're bringing one or building one What you need: • Active Series 7 and 66 licenses, • Drive, coachability, and a genuine "hungry to learn and grow" mindset, • Comfort working in a small-team, high-accountability environment

The Bookkeeper is responsible for managing high‑volume invoice processing. This role supports accurate and timely AP operations while coordinating closely with vendors, and internal departments. • Full cycle AP processing for high volume, fast paced construction environment with:, • A construction entity, • Strong Excel skills including Pivots and lookups, • Process, review, and accurately code invoices using a detailed, multilayered accounting coding, • Verify all invoices for correct pricing, coding, required approvals, PO matching, and supporting documentation before entry into the AP system., • Serve as the primary liaison between the company and vendors regarding pricing discrepancies, missing documents, invoice revisions, and order status updates., • Ensure proper insurance documentation is on file prior to issuing POs involving labor‑related costs., • Maintain accurate AP reporting, including daily, monthly, and annual summaries of invoice status (paid, pending, unprocessed)., • Prepare checks for signature, distribute payments as needed, and maintain organized digital and physical filing systems., • Assist with AP‑related month‑end closing tasks, reconciliations, and accruals., • Support general departmental tasks and special projects as assigned.

This growing CPA firm, with offices in Long Island and Manhattan, is hiring Senior Tax Accountants. The work-life balance here is much more manageable than at the large National Firms, but don’t mistake it for a small operation. You’ll be working with a client base that rivals the largest firms in New York. Becoming a partner is a realistic and achievable goal with this firm. They actively encourage your progression, and there’s a clear partner track waiting for you. If you thrive on handling clients from start to finish, ensuring their needs are met, and delivering exceptional service, keep reading. Culturally, the firm prioritizes a safe and comfortable work environment. They maintain a strong DE&I focus, where any non-inclusive behavior is not tolerated. The firm operates on a hybrid model, with a requirement to be in either the Manhattan or Long Island offices three days per week. Both offices are conveniently located near stations. During busy season, you can expect to work 50-53 hours per week. Whether you have a few years of experience or a decade, you’ll receive hands-on guidance from managers and partners. They’ll work closely with you, reviewing your work and supporting your advancement as you learn and grow within the firm. How to Apply If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re just browsing the job boards and haven’t dusted off that resume yet, that’s not a problem, you can give me a call first. You’ll find my number on LinkedIn (Ian Hallam at Distinct North America). If you prefer, you could drop me a connection or message on Linked In and we can pick up from there. If you’ve reviewed this advert and you’re unsure whether to apply because you don’t have all the required experience, we still encourage you to hit that apply button. We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, so even if your experience doesn’t align perfectly, please do still apply. If this position isn’t quite right, it’s highly likely we’ll have other Public Accounting positions that could be a good fit for you.

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: • Build a client base by growing relationships with your network and providing guidance, • Gain expertise through sponsored coursework and proprietary agent development training, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Self-motivation to connect with company provided sales leads and network with new clients, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®, • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.comBankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: • Build a client base by growing relationships with your network and providing guidance, • Gain expertise through sponsored coursework and proprietary agent development training, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Self-motivation to connect with company provided sales leads and network with new clients, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®, • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Help Businesses Grow. Build Relationships. Advance Your Career in Financial Services. At Block Equity Group, we help small and mid-sized businesses access the capital they need to grow, expand, and achieve their goals. We're looking for ambitious, driven Business Funding Advisors to join our growing team in Long Island. In this role, you'll work directly with business owners to understand their financial needs, identify funding opportunities, and help connect them with financing solutions that align with their business objectives. You'll develop expertise across a range of commercial financing solutions, including SBA financing, revenue-based financing, and other business funding options, while developing valuable skills in sales, relationship management, and business development. What You'll Do • Build relationships with business owners and prospective clients, • Conduct outreach and identify new business opportunities, • Understand client goals, financing needs, and business challenges, • Identify and present appropriate business funding solutions, • Guide prospective clients through the initial funding process, • Develop and manage a strong pipeline of business opportunities, • Build consultative sales and client relationship skills, • Work alongside experienced sales professionals and leadership, • Consistently work toward individual and team performance goals Career Growth At Block Equity Group, we believe strong performance creates opportunities for advancement. As you develop your expertise and consistently deliver results, you can progress into senior sales, leadership, and management roles. We're looking for individuals who want to build a long-term career in financial services, sales, and business development and who are motivated to grow alongside the company. Training & Compensation We provide structured onboarding, hands-on training, mentorship, and ongoing professional development. During the initial training and development period, compensation includes a draw structure while you develop product knowledge, sales skills, and your client pipeline. Following the training period, compensation becomes performance-based, with significant earning potential tied to individual results and business development success. What We Offer • Structured onboarding and professional training, • Mentorship from experienced sales professionals, • Exposure to commercial finance and alternative lending, • Experience working directly with business owners, • Clear career advancement opportunities, • Performance-based compensation with uncapped earning potential, • Collaborative, high-performance environment We're Looking For • Strong interpersonal and communication skills, • Confident and professional communication style, • Competitive and self-motivated mindset, • Strong work ethic and desire to succeed, • Interest in finance, sales, business development, or entrepreneurship, • Ability to thrive in a goal-oriented environment, • Previous sales or client-facing experience is a plus, but not required Whether you're an experienced sales professional or looking to transition into financial services, Block Equity Group provides the training, mentorship, and platform to develop your skills and advance your career. Location: Long Island

Esquire Bank, National Association, is a full-service commercial bank dedicated to serving the financial needs of the litigation industry and small businesses nationally, as well as commercial and retail customers in the New York metropolitan area. The bank offers tailored financial and payment processing solutions to the litigation community and their clients as well as dynamic and flexible payment processing solutions to small-business owners. For more information, visit _. About the Role of Merchant Services Accountant As Esquire management continues to buildout our merchant services platform, we understand the value in hiring strong candidates in the accounting and finance function. Esquire is a smaller banking institution and dynamic environment where the successful candidate will be exposed to several aspects of the bank’s businesses providing a significant opportunity to expand his or her professional skill set. The Merchant Services Accountant is responsible for preparation and maintenance of the daily and monthly clearance and settlement activities associated with our Merchant Services payment processing area. This role is critical in ensuring that our counterparty (Credit Card Brands - AMEX, Mastercard, Discover; Processors - TSYS, Fiserv, Repay) and customer (Independent Sales Organizations, or “ISO”, and Merchants) transactions and related fees are properly cleared and settled. This team member will interact externally (ISOs, processors) and internally (risk management, corporate accounting, bank operations, technology). Detailed Responsibilities: • Daily reconciliation - balancing of wire & ACH transactions to processors, • Daily Reconciliation of “In Process” or suspense accounts, • Process manual ACH payments, • Record accounting journal entries to reflect daily and monthly activity and maintain proper documentation., • Record Mastercard (weekly) and Visa (monthly) invoices, • Reconciliation & review of chargebacks (month end close), • Assist in month end close process and the evaluation and clearance of issues, • Assist in the implementation of operational initiatives Qualifications: • Bachelor’s degree in Accounting with a minimum 3.2 GPA;, • Payment processing background preferred (processor, ISO, card brand, acquiring bank), • Microsoft Excel and Word skills required, • Ability to multi-task, prioritize and work in a fast-paced environment, • Ability to work independently & meet necessary deadlines, • Analytical and problem solving skills are critical, • Strong communication skills, • Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Location: Esquire Bank, Jericho, NY (On-site) Full time – M-F 8:30 am - 5:30 pm Estimated Salary Range: • $60,000 - $75,000 / year, • Compensation may vary based on education, skills, qualifications and/or expertise.

*Required Qualifications* It is required that you have either #1 or #2 below: #1 - Previous Financial Services Recruiting experience #2 - Previous experience in an in-house Accounting/Middle-Office Finance role (looking for a career change into recruiting)! Please do not apply if your background does not fall in line with either #1 or #2 above. Job Title: Consultant - Executive Recruiter(title will be commensurate with experience) Location: Remote or Hybrid - preferably based out of NY or NJ (but flexible) Commitment: 20-40 hours per week Compensation: Commission based role - percentages based on experience - significant earning potential based on performance Overview: Seeking a detail-oriented Recruiters at all levels to assist with the high volume of incoming applications as well as targeted outreach. Knowledge of Financial Services Accounting or Middle Office Finance REQUIRED. This role focuses primarily on sourcing/recruiting new candidates, reviewing resumes, screening candidates, and recommending qualified applicants for next-stage interviews for roles within Hedge Funds, Private Equity Funds, Real Estate Firms and Alternative Asset Managers. Ideal for someone with a strong recruiting background or accounting/finance background who thrives on efficiently identifying talent and ensuring an exceptional candidate experience. Key Responsibilities: • Source new candidates through LinkedIn and cold messaging/calling., • Review and evaluate large volumes of incoming resumes for multiple open roles., • Assess candidate experience and qualifications against job requirements., • Categorize and prioritize applications using an applicant tracking system (ATS)., • Conduct brief screening calls as needed to confirm basic fit or interests., • Collaborate with hiring managers and full-time recruiters to align on role criteria., • Maintain accurate candidate records and notes within the ATS., • Provide weekly summaries or recommendations of top candidates. Qualifications: • 2-10+ years of experience in an Accounting, Finance or Recruiting position, • Strong ability to quickly interpret resumes across a variety of roles or industries., • Excellent judgment and attention to detail., • Familiarity with ATS platforms (e.g., Greenhouse, Workday, etc)., • Strong written and verbal communication skills., • Self-starter who can manage workload independently in a remote environment.

Business Funding | Herald Square, NYC | On-Site We're a business funding firm in Manhattan — we help business owners across the country secure the capital they need to grow. We've been at it for four years, we work with reputable lenders, and we fund real paper. Here's the opportunity: we generate our own leads in-house — warm, exclusive, and high-intent. The deal flow is there — we're looking for closers who can capitalize on it. No cold calling. No chasing. Real, ready deals every day. We're looking for closers. What You Get • Warm, in-house leads handed to you — you focus on closing, not prospecting, • Comp built for producers — competitive base or commission-based, uncapped for people who perform, • The chance to grow with a company that's scaling fast — real opportunity for people who produce, • Built-in tools that let you move fast — our own CRM and dialer, so you spend your time closing, • A floor of driven people who push each other — a real team, not a boiler room, • We invest in ramping the right people properly Who We're Looking For • Real closing experience in a fast-paced, high-volume environment — think phone sales where you're overcoming objections and closing on the spot, not managing six-month enterprise cycles, • You come from funding/MCA, payment processing, auto, merchant services, D2D, or any hard-closing sales floor — if you're someone who thrives on objections and quick decisions, you'll fit, • You can hold your own with business owners and you close hard, • Hungry, coachable, and you don't need to be babysat, • We'll teach you our business — but you already know how to sell and close If you're the kind of closer who sees a floor full of warm deals and wants to go get them — let's talk. Location: On-site — Manhattan (by Penn Station)

Take control of your income, apply today to lock in top-tier contracts and access high-intent leads! Role Overview As a Licensed Life Insurance Agent & Agency Builder, your primary role is to connect qualified, high-intent prospects with tailored life insurance products while leveraging our agency infrastructure to scale your income. You will manage the full sales cycle, from initial consultation to policy placement, using fresh, affordable Google-generated lead channels. Additionally, you will have the opportunity to recruit, mentor, and lead your own team of producers using our fully supported recruiting system. Key Responsibilities • Client Acquisition & Sales: Consult with warm, high-intent leads to assess coverage needs, present suitable insurance solutions, and submit applications., • Pipeline & Relationship Management: Conduct follow-ups, maintain policyholder records, and ensure smooth underwriting and policy delivery., • Agency Building (Optional/Growth Path): Utilize complimentary recruiting leads and plug into our recruitment system to hire, train, and mentor new agents to earn agency overrides., • Continuous Development: Participate in ongoing product education, advanced sales strategy sessions, and leadership training. What We Provide • Top-Tier Contracts: Industry-leading payout tiers reaching up to 140%., • High-Intent Inbound Leads: Direct access to fresh, cost-effective Google leads actively searching for coverage., • Agency-Building Infrastructure: Free recruiting leads, turnkey recruitment support, and team development training., • Complete Support Systems: Full product training, streamlined sales tools, and back-office guidance to maximize your writing volume., • Early-Stage Advantage: Get in early on a newly expanded program with significant room for upward growth. Qualifications • Active Life Insurance License, • Background in life insurance sales, telesales, or financial services., • Strong communication, negotiation, and self-management skills., • Desire for high earning potential and agency ownership. Note: This is a 100% commission-based opportunity designed for driven agents who want uncapped earning potential, total schedule freedom, and direct reward for their effort, with no caps on what you can earn or how fast you can grow your agency. Ready to leverage better lead flow, higher margins, and a clear build-out strategy? Apply today to get started!

About the Opportunity A highly respected, rapidly growing Long Island-based boutique CPA firm is seeking an experienced Tax professional with a strong background in pass-through taxation, including partnerships and fiduciary taxation, to join its leadership team. This is an excellent opportunity for a Tax Manager, Senior Manager, Director, or Junior Partner who has demonstrated the technical expertise, client-management skills, and leadership ability necessary to take the next step in their career and become a Partner in short order. The firm offers a collaborative, entrepreneurial environment where the successful candidate will have significant client exposure, meaningful responsibility, and a clear path to ownership. Responsibilities • Manage and oversee complex tax engagements for partnerships, S corporations, trusts, estates, and high-net-worth individuals., • Provide tax planning and consulting services to closely held businesses and their owners., • Review complex partnership and fiduciary tax returns and ensure accuracy and compliance., • Serve as a trusted advisor to clients and develop strong, long-term relationships., • Identify tax planning opportunities and communicate recommendations effectively to clients., • Supervise, mentor, and develop Tax staff and seniors., • Participate in business development and contribute to the continued growth of the firm's tax practice., • Work closely with the firm's existing Partners and leadership team on client service, practice development, and strategic initiatives., • Stay current on changes in federal, state, and local tax regulations affecting pass-through entities and fiduciary clients. Job ID#48613

Love Insurance, But Looking for Something Better? If you enjoy helping clients but feel like you're not getting the support, technology, or opportunity you deserve, we'd love to talk. Lehmann Insurance is looking for a licensed Property & Casualty or Personal Lines Insurance professional to join our growing Plainview team. This is a relationship-focused role combining customer service and sales. You'll work with existing clients, review coverage, identify protection gaps, and recommend solutions that truly fit their needs. We believe great service naturally creates opportunities to grow accounts. What We Offer • Competitive base salary ($40,000–$65,000+), • Commission and tiered performance bonuses, • Paid Time Off, • Licensing reimbursement, • Modern technology and CRM systems, • Daily coaching, ongoing training, and leadership that is invested in your success, • A professional, team-oriented culture where your work is recognized What We're Looking For • Active New York Property & Casualty or Personal Lines License, • Insurance agency or carrier experience, • Strong communication and relationship-building skills, • A positive attitude and commitment to doing what's right for the client If you're looking for an agency that values your experience, invests in your growth, and gives you the tools to succeed, let's have a confidential conversation. Sometimes the best career move isn't changing what you do—it's changing where you do it.

Office Coordinator Lee, Nolan & Koroghlian LLC, a MassMutual Company Position Summary Lee, Nolan & Koroghlian LLC is seeking a highly organized, professional, and customer-focused Office Coordinator to support daily office operations and provide exceptional service to clients, visitors, and team members. This role serves as the first point of contact for the firm and plays a key role in maintaining an efficient, welcoming, and professional office environment. Job Type: Full-Time Location: Hiring for 2 locations – Saddle Brook, NJ and Garden City, Long Island, NY Reports To: Chief of Staff/COO About Us : Lee, Nolan & Koroghlian, LLC is one of the largest and most advanced insurance and investment firms in the tri-state area. Founded in 1991, our firm takes great pride in helping people make solid financial decisions that are rooted in industry knowledge and expertise. Boasting over 120 associates, many of whom hold professional designations and advanced educational degrees, Lee, Nolan & Koroghlian, LLC serves more than 60,000 clients between our six office locations throughout New Jersey and New York. We take great pride in assisting professionals, executives, business owners, and affluent families, in protecting their current income and preserving their preferred lifestyle. The Office Coordinator plays a crucial role in providing exceptional service to our advisors and clients. This is an entry-level role with room to advance and grow. You will be provided training, coaching and professional development opportunities to help you excel as the Office Coordinator and explore different business areas that can align with your long-term career aspirations. Key Responsibilities Front Desk & Client Service • Greet and assist clients, visitors, and vendors in a courteous and professional manner., • Answer and direct incoming phone calls promptly and accurately., • Manage the reception area to ensure a positive client experience., • Schedule and confirm appointments, meetings, and conference room reservations., • Assist clients with paperwork and document collection as needed. Administrative Support • Provide general administrative support to financial advisors and office staff., • Prepare, organize, and maintain physical and electronic client files., • Process incoming and outgoing mail, packages, and deliveries., • Draft, proofread, and distribute correspondence and office communications., • Perform data entry and maintain accurate records within firm systems. Office Operations • Order and maintain office supplies and equipment inventories., • Coordinate office maintenance, vendor services, and facility needs., • Assist with meeting preparation, including materials, refreshments, and room setup., • Support special projects, events, seminars, and client appreciation activities., • Ensure compliance with company policies and confidentiality standards. Technology & Record Management • Utilize Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and internal systems efficiently., • Maintain accurate client records and documentation., • Assist with scanning, filing, and document management processes., • Support basic office technology troubleshooting and coordination with IT resources. Qualifications • High school diploma or equivalent required; associate degree preferred., • 1-3 years of receptionist, administrative assistant, customer service, or office support experience preferred., • Excellent verbal and written communication skills., • Strong interpersonal skills with a professional and positive demeanor., • Proficiency in Microsoft Office applications., • Strong organizational skills and attention to detail., • Ability to prioritize tasks and manage multiple responsibilities effectively., • Ability to handle sensitive and confidential information with discretion. Preferred Skills • Experience in a financial services, insurance, wealth management, or professional office environment., • Familiarity with client relationship management (CRM) systems., • Strong problem-solving and time-management abilities., • Ability to work independently and as part of a team. Key Competencies • Professionalism, • Client Focus, • Communication, • Organization, • Reliability, • Attention to Detail, • Teamwork, • Adaptability Work Environment • Professional office setting., • Primarily sedentary work with occasional lifting of office supplies and materials., • Regular interaction with clients, advisors, and business partners. Benefits • Lee, Nolan & Koroghlian LLC offers a competitive compensation package, professional development opportunities, and a collaborative work environment committed to helping clients achieve financial security and long-term success., • Full Benefits (Health/Vision/Dental), • 401(k) plus match, • PTO/ Sick Days/ Paid Holidays

Locations: New York, New Jersey, Massachusetts, Florida, or California (Hybrid Remote) Compensation: Starting at $20/hour to $25/hour Employment Type: Full-Time About AuditSuisse Assurance AuditSuisse Assurance is a professional audit and assurance firm focused on helping high-growth technology companies complete SOC 2 audits with clarity, speed, and credibility. We work with startups, SaaS companies, AI companies, fintech businesses, healthcare technology companies, and other fast-growing organizations that need independent assurance to win enterprise customers, satisfy investor requirements, and build trust in the market. About the Role We are seeking motivated, detail-oriented IT Auditors to join our growing cybersecurity and compliance team. This is an excellent opportunity for professionals looking to build a long-term career in IT auditing, security compliance, and assurance. You’ll work alongside experienced auditors supporting a variety of technology assurance engagements, including SOC 2, ISO 27001, HIPAA, cybersecurity assessments, internal control reviews, and other IT audit projects. While this is an entry-level position within our audit team, applicants should already possess several years of relevant professional experience and a strong foundation in information security and IT controls. We provide extensive mentorship, training, and clear opportunities for advancement into Senior IT Auditor, Lead Auditor, and Audit Manager roles. Responsibilities • Assist with IT audits and security assessments for clients across multiple industries., • Evaluate IT general controls (ITGCs), cybersecurity controls, and operational processes., • Review technical configurations, policies, and supporting evidence., • Conduct interviews with client personnel., • Prepare audit workpapers and documentation., • Assist with risk assessments and control testing., • Help clients understand audit findings and remediation recommendations., • Participate in SOC 2, ISO 27001, HIPAA, and other compliance engagements., • Stay current with emerging cybersecurity threats, technologies, and industry standards. Minimum Qualifications At least 3 years of professional experience in one or more of the following: • IT auditing, • Information security, • Risk management, • Compliance, • Internal audit, • Cybersecurity consulting Must hold at least one of the following certifications: • CISA, • CISSP, • CISM, • ISO/IEC 27001 Lead Auditor Strong written and verbal communication skills. Excellent attention to detail and organizational skills. Ability to work independently while collaborating with a distributed team. Comfortable working with clients in a professional services environment. Preferred Qualifications Experience with one or more of the following is a plus: • SOC 2, • ISO 27001, • NIST Cybersecurity Framework, • HIPAA, • PCI DSS, • Microsoft 365, • AWS, Azure, or Google Cloud, • Active Directory / Entra ID, • Vulnerability management, • Security operations, • GRC platforms such as Drata, Vanta, Secureframe, or similar Work Arrangement • Hybrid remote position., • Candidates must be based in New York, New Jersey, Massachusetts, Florida, or California., • Occasional travel may be required for client meetings or team events. What We Offer • Starting pay of $20/hour to $25/hour, • Paid training and mentorship, • Career growth opportunities with clearly defined advancement paths, • Exposure to a wide variety of industries and technologies, • Collaborative, supportive team environment, • Opportunity to work on cutting-edge cybersecurity and compliance engagements, • Professional development and certification support

Senior Corporate Accountant | Real Estate Investment Firm | Semi-Remote A privately held, vertically integrated commercial real estate firm with a regional focus is seeking a Senior Corporate Accountant to join their midtown Manhattan team. This is a highly visible position that will work closely with various department heads and upper management. Offering a growth track, collaborative team environment, great benefits and a good work life balance. Accounting Responsibilities: • Assist with the oversight of day-to-day operations of the corporate and property accounting functions. in a manner which promotes teamwork and encourages continuous improvement., • Supervise Accounts Payable, Receivable and Lease Administration teams., • Partner with department heads to ensure cost remain in budget while maintaining accurate forecasting., • Oversight of the month and year end close process including corporate allocations, financial statement preparation, accruals, review journal entries and work papers., • Assist in FP&A reporting which includes compiling multiple data sources to create reports and metrics for upper management., • Ability to use advanced excel formulas to prepare the corporate budget, analyze reforecast, and evaluate current/subsequent years net income., • Reconcile intercompany balances between corporate and operating entities., • Report cash position and revenue to executive management on a weekly basis., • Maintain internal controls and oversee financial and tax audits., • Conduct account reconciliation and analyses and report findings to leadership., • Be comfortable implementing ground-up workpapers and other processes. Required Qualifications: • BA in Accounting / Finance or relevant discipline., • 4+ years of experience in accounting. Real estate preferred., • Proficiency with Yardi or similar accounting software., • Exceptional organizational, interpersonal and communication skills., • Ability to prioritize and work in a fast-paced, multi-faceted environment., • Be able to multi-task and be a team player. Compensation: $100,000 - $120,000 plus bonus, 401k match, comprehensive health benefits (medical, dental and vision), PTO, and other valuable perks. 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: AGeorge@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 New York’s trusted boutique executive recruiting & staffing firm

We’re seeking an experienced investment professional to join a global insurance asset management platform, working directly with regional investment leadership on portfolio strategy, asset allocation, and transaction support. This role sits at the intersection of portfolio construction, capital markets, and M&A, with responsibility for shaping investment strategy across a multi-billion-dollar, multi-region platform This is a mostly remote role, only a few days in office per month in midtown Manhattan for specific meetings The Job As a Senior Associate, Investments, you will partner closely with senior leadership to: • Oversee and optimize regional investment portfolios within a regulated insurance framework, • Support M&A activity through portfolio construction and yield analysis, • Develop strategic and tactical asset allocation recommendations, • Generate and evaluate new investment ideas across asset class What You’ll Do Portfolio Construction & M&A Support • Analyze target portfolios in acquisition scenarios, including existing holdings and constraints, • Recommend portfolio repositioning strategies aligned with liability profiles, • Develop yield projections and investment assumptions to support deal pricing, • Partner cross-functionally to incorporate regulatory, tax, and structural considerations Strategic Asset Allocation & ALM • Develop and maintain strategic asset allocation frameworks, • Incorporate inputs from actuarial, treasury, capital planning, and market conditions, • Align portfolio construction with liability profiles and capital considerations, • Evaluate relative value across asset classes and investment strategies Investment Strategy & Idea Generation • Assess market opportunities and propose strategic and tactical allocation shifts, • Develop investment proposals for internal committees and senior stakeholders, • Collaborate across functions (legal, tax, regulatory, actuarial, treasury) to implement strategies Manager Oversight & Due Diligence • Manage relationships with external managers across fixed income and specialty asset classes, • Evaluate new managers, co-investments, and strategies, • Monitor performance and ensure alignment with portfolio objectives Additional Responsibilities • Prepare materials for Investment Committees and Board-level discussions, • Monitor portfolio compliance with internal and regulatory constraints, • Oversee liquidity and cash deployment to minimize drag, • Support income forecasting, budgeting, and performance attribution Qualified candidates must have 4+ years of experience in fixed income portfolio construction and asset allocation, working with outside managers Base salary 150k-180k DOE Plus competitive bonus/LTI and excellent benefits

Growing and highly entrepreneurial mid-sized advisory firm in Nassau County is seeking a Tax Senior to join their growing team! This is an outstanding opportunity for someone who wants unlimited career opportunity while working with a firm that is able to provide outstanding leadership, while allowing for flexibility and reasonable work/life balance demands that often come with tax careers. Key Responsibilities • Prepare and review federal, state, and local tax returns for mid-market corporations (1120/1120S), partnerships (1065), and high-net-worth individuals/trusts (1040/1041)., • Conduct trial balance adjustments, make journal entries, and compile working papers to bridge client bookkeeping directly to tax software., • Serve as a frontline advisor, answering client compliance inquiries and managing their informational data requests., • Run annual tax projections and implement strategic tax-saving maneuvers to minimize liabilities for private business owners., • Supervise staff accountants, assign engagement files based on their skill sets, and review their completed work papers. Requirements • 3 to 5+ years of progressive tax compliance experience within a public accounting firm environment., • Bachelor’s degree in Accounting., • Active CPA license or plans to sit for the exam., • Daily proficiency using standard mid-market tax engines such as CCH Axcess, UltraTax, ProSystem fx, or GoSystem., • Strong communication skills necessary to translate complex tax rules into clear business advice for business owners.

This senior leadership opportunity is designed for an experienced accounting professional who can combine technical expertise with strong people leadership. The Senior Advisor will oversee Accounts Payable operations while contributing to the broader accounting function and developing the next generation of accounting leaders. The ideal candidate will be comfortable operating at both the strategic and hands-on levels—providing direction when needed, empowering team members to take ownership, and ensuring client engagements consistently meet high standards. Key Responsibilities Leadership & Team Management • Lead, manage, and hold Account Leads accountable through structured check-ins, training, coaching, and development., • Mentor Account Leads in financial reviews, client reporting, workflow management, and relationship management., • Develop team members into confident, independent owners of their client engagements., • Provide timely, constructive feedback and identify opportunities for professional growth., • Balance appropriate oversight with empowerment and accountability. Accounting & AP Management • Oversee day-to-day AP operations to ensure accuracy, timeliness, and adherence to established standards., • Review client bookkeeping and accounting activities, including AR, GL activity, and bank reconciliations., • Support monthly, quarterly, and annual close processes., • Review financial statements and reports for accuracy and completeness., • Implement and maintain accounting policies, procedures, and internal controls., • Partner with clients to understand their financial needs and deliver appropriate accounting solutions. Capacity & Operations • Monitor workloads across Account Leads and their teams and proactively address capacity issues., • Coach team members on effective delegation and utilization of offshore resources., • Drive adoption of technology, platforms, and standardized processes., • Ensure new-client onboarding is organized, consistent, and professional., • Foster collaboration among Account Leads, Advisors, and offshore teams., • Escalate significant issues appropriately while encouraging teams to resolve routine matters independently. Qualifications & Experience • Bachelor's degree in Accounting, Finance, or related field required., • CPA or CMA strongly preferred., • 7+ years of progressive accounting experience preferred., • At least 3 years of senior-level management or leadership experience strongly preferred., • Demonstrated experience managing AP functions and accounting teams., • Strong knowledge of accounting principles, financial reporting, and internal controls., • Proficiency with QuickBooks or comparable accounting platforms., • Experience in an outsourced accounting, advisory, or professional services environment highly desirable., • Proven ability to mentor, delegate, and develop accounting professionals. Key Competencies & Attributes • Strategic and operational leadership, • Coaching and talent development, • Financial and analytical acumen, • Sound judgment, • Accountability and ownership, • Delegation and prioritization, • Strong client relationship skills, • Clear and confident communication, • Collaborative leadership style, • Adaptability and continuous improvement mindset Work Environment & Benefits The organization provides a collaborative, values-driven environment where senior leaders have meaningful influence over client service, team development, and operational performance. This onsite role offers exposure to a diverse portfolio of clients and the opportunity to contribute directly to the continued growth of the accounting organization. Benefits include: • Health, dental, and vision insurance, • 401(k), • Flexible spending account, • Health savings account, • Paid time off, • Professional development opportunities

Position Title: Senior Accountant Location: Garden City, Long Island, NY (On-Site) Industry: Distribution / Manufacturing A well-established and growing distribution and manufacturing company in Garden City is seeking a hands-on, detail-driven Senior Accountant to join its finance team. This is an excellent opportunity for an accounting professional who enjoys working cross-functionally, thrives in a fast-paced environment, and wants to play a meaningful role in both day-to-day accounting operations and long-term financial initiatives. Perks & Benefits: Comprehensive Medical, Dental & Vision Coverage 401(k) Plan with Company Match Paid Time Off (PTO) and Paid Holidays Life, Short-Term & Long-Term Disability Insurance Health Savings Account (HSA) & Flexible Spending Accounts (FSA) Employee Assistance Program (EAP) Other benefits aligned with state regulations and employment classification Core Responsibilities: Manage core accounting functions including general ledger oversight, month-end and year-end close, and account reconciliations Support distribution and manufacturing accounting activities, including inventory and cost-related transactions Prepare and review financial statements and perform variance analysis to support management decision-making Handle sales commission accounting, including calculations, reconciliations, and analysis across multiple states (approximately 25–30% of the role) Collaborate with operations, sales, and leadership teams to ensure financial data aligns with business activity Assist with budgeting and forecasting processes and analyze actual results versus plan Support audit preparation and ensure compliance with GAAP and internal controls Participate in system enhancements and help streamline accounting processes and procedures Take ownership of evolving accounting and reporting needs as the business continues to grow Ideal Candidate Profile: Bachelor’s degree in Accounting, Finance, or a related discipline Minimum of 5–7 years of progressive accounting experience, preferably within a distribution or manufacturing environment Experience with sales commissions accounting or a strong interest in owning this function Solid understanding of GAAP, reconciliations, and internal controls Proficient in Excel and accounting systems; ERP experience strongly preferred Comfortable working in a collaborative, fast-paced, and evolving environment Strong organizational skills, analytical thinking, and attention to detail Excellent communication skills and a proactive, problem-solving mindset CPA is a plus but not required Ready to Step Into a Senior Accountant Role with Impact? If you're an experienced accounting professional with a distribution or manufacturing background and are ready to contribute meaningfully in a dynamic environment, we’d love to connect. Please send your resume (in Word format) to Steven.Mas@lhh.com for immediate consideration. Not the perfect match? Let’s stay connected. We’re recruiting for a variety of finance and accounting roles across other sectors. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _

Audit Senior (remote available) $80-100K base salary (depending on experience) + bonus + full package Location: East Meadow, NY (open to remote candidates able to work EDT business hours) We're seeking an experienced Audit Senior with prior experience auditing Common Interest Realty Associations (CIRAs), including homeowner associations (HOAs), condominium associations, and housing cooperatives (co-ops). This role will support audits, reviews, compilations, and financial reporting for a well-established New York CPA firm specializing in community association clients. What You'll Do • Lead and execute audit engagements from planning through issuance, • Serve HOA, condominium, co-op, and other CIRA clients, • Prepare and review financial statements, audit workpapers, and related reports, • Collaborate directly with clients, boards, and management teams throughout engagements What We're Looking For • BS in Accounting, • Active CPA license, • 6+ years of public accounting audit experience, • Prior experience auditing HOAs, condominium associations, co-ops required, • Strong client-facing communication and relationship-building skills Benefits • remote flexibility, • $80-100k base salary (DOE), • discretionary annual bonus, • Comprehensive medical, dental coverage, • 401(k) with employer match, • Generous PTO If you enjoy owning CIRA engagements and working directly with clients, let’s talk.

MULTIPLE ACCOUNTING POSITIONS – NASSAU COUNTY, LONG ISLAND, NY A growing and well-established company approaching $1 billion in annual revenue is seeking qualified accounting professionals for multiple full-time, fully on-site opportunities in Nassau County. OPEN POSITIONS Sales Tax Accountant – $75,000 • Manage sales and use tax reporting and compliance, • Research tax issues and assist with audits, • Maintain accurate tax records and documentation, • Work with accounting and other departments to resolve tax-related issues Fixed Assets Accountant – $85,000 • Manage the fixed asset accounting process, • Record acquisitions, disposals, transfers and depreciation, • Perform reconciliations and maintain accurate fixed asset records, • Assist with month-end and year-end close Corporate Accountant – $95,000–$110,000 • Perform general ledger and corporate accounting functions, • Prepare account reconciliations and journal entries, • Assist with month-end and year-end close, • Analyze financial information and support reporting requirements QUALIFICATIONS • Bachelor's degree in Accounting required, • Progressive accounting experience, • Strong Microsoft Excel skills, • Excellent analytical and organizational abilities, • Experience working in a large, complex accounting environment, • Strong attention to detail and ability to manage multiple priorities Candidates with backgrounds in public accounting, real estate development, construction, manufacturing, or other large/multi-entity organizations are particularly encouraged to apply. WHAT'S OFFERED • Competitive compensation, • Strong benefits package, • Stable, growing organization, • Opportunity for professional growth and advancement, • Exposure to a large and increasingly complex business environment, • 100% on-site position in Nassau County, Long Island To be considered, please submit your resume for confidential consideration. BENEFITS We offer eligible employees competitive pay and access to a range of benefits and support programs based on assignment type, schedule, length of employment, and eligibility requirements, including medical, dental, vision, prescription coverage, short-term disability, 401(k), employee assistance, childcare assistance, discounts, paid holidays, and longevity bonuses. Depending on the benefit, cost may be paid by the Company, the employee, or shared between both. EOE: We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.