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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., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

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

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

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

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

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

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

Overview\n 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.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n 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. \n 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. \n 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. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n 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. \n \n 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. \n \n 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. \n \n 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. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • 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.\n, • 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\n, • 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.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About Gaines & Associates (GAPC) \n GAPC (Gaines & Associates, PC) is a fast-growing CPA–Business Advisory and Consulting firm serving clients nationwide. We offer a collaborative, fast-paced entrepreneurial environment where talented professionals can grow their expertise, make an impact, and build long-term client relationships. \n \n Why This Role Matters \n Gaines & Associates, PC (GAPC) is entering a new phase of growth. What began as a boutique CPA firm has become a multidisciplinary financial and advisory platform serving fast-growing entrepreneurial businesses across the U.S. — combining CPA services, CFO advisory, M&A support, business strategy, legal integration, and operational consulting. \n \n We are now building a next-generation tax practice that integrates tax strategy with our broader CFO, business advisory, IT and transactional services. This isn’t a maintenance role, it’s a build, lead, and elevate role. \n \n We are looking for a Tax Director who is excited to shape the tax function of a firm that is doubling in capabilities, expanding into new verticals, and preparing for future-scale growth. \n If you’re a senior manager or principal-level tax professional who wants to escape the assembly-line feel of larger firms and step into a high-impact leadership role, this is the opportunity. \n \n The GAPC Advantage \n As Tax Director, you will: \n\n • Build a modern tax practice - You will design structure, standards, processes, and client experience from a clean foundation as we scale strategically.\n, • Be part of an integrated advisory platform - You will work hand-in-hand with our CFO advisory, M&A, valuation, legal affiliates, and strategic planning teams.\n, • Become a key partner to fast-growing, entrepreneurial clients - Our clients look to us as full-spectrum advisors, not just annual preparers.\n, • Grow into a larger leadership role as the firm expands - This position is structured to scale in responsibility and influence as GAPC continues to grow, with increasing leadership authority, strategic involvement, and firmwide impact over time.\n\n \n Key Responsibilities \n Leadership & Direction \n\n • Lead and evolve the firm’s tax strategy, processes, and service delivery model\n, • Oversee all tax planning, compliance, and advisory engagements\n, • Establish standards for quality, workflow, review, and risk management\n, • Mentor and develop staff; grow a high-performing tax team\n, • Collaborate with leadership on service-line integration and firm growth strategy\n\n Client Advisory & Relationship Management \n\n • Serve as primary tax advisor for high-growth entrepreneurial clients\n, • Provide tax planning, structuring, and optimization aligned with business goals\n, • Lead tax strategy for clients experiencing scaling, acquisitions, restructurings, and exits\n, • Work closely with GAPC’s CFO and M&A teams on transactions, modeling, and diligence\n, • Support specialized advisory areas (trusts & estates, entity structuring, multi-state issues)\n\n Technical & Compliance Oversight \n\n • Manage and review federal, state, and local tax returns (individual, corporate, partnership)\n, • Oversee tax research and technical memorandums\n, • Monitor changes in tax law, proactively advising clients & firm leadership\n, • Strengthen workflow, quality controls, and tax documentation practices\n, • Oversee the adoption of technology and workflow tools to increase efficiency\n\n \n Qualifications \n\n • 10+ years of progressive tax experience in public accounting or tax advisory\n, • Deep knowledge of federal, state, and pass-through taxation\n, • Strong proficiency with high-net-worth and entrepreneurial clients\n, • Experience with tax planning for growing businesses (entity choice, restructuring, M&A)\n, • Strong technical review skills and ability to manage complex engagements\n, • Excellent leadership, communication, and client relationship management\n, • CPA required\n, • Experience building or improving a tax function is a plus\n\n \n Who Will Thrive in This Role \n\n • Someone who wants to lead, not just execute\n, • Someone who feels under-leveraged or siloed in a larger firm\n, • Someone who enjoys entrepreneurial clients and fast-moving decision cycles\n, • Someone who wants to be part of building something ambitious — not just maintaining status quo\n, • Someone who sees tax strategy as part of the broader business strategy\n\n \n Compensation & Benefits \n\n • Competitive salary with performance-based bonus.\n, • 401(k) plan and comprehensive benefits package.\n, • Vacation/PTO.\n, • Continuing professional education and development support.\n, • Full-time (40+ hours/week).\n\n \n How to Apply \n Please apply directly on LinkedIn with your resume and a brief cover letter (2-3 bullet points on relevant experience or wins) or send to careers@ggapc.com. For more information about GAPC, please visit our website at www.gainescpacfo.com.

New Jersey Wealth Partners is looking for an experienced financial professional in the East Brunswick area that is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through: \n \n\n • Our open architecture platform for client solutions\n, • Our competitive payouts (Both Standard and 1099 Contacts)\n, • Our practice building support.\n\n \n This position will offer: \n \n\n • The ability to service an existing book of business upon hire\n, • The ability to build a strong client base with Prudential’s exceptional referral programs\n, • Access to 20 different types of lead programs\n, • The opportunity to create client solutions without proprietary products sales requirements\n, • Compensation that is 100% benefitable regardless of the product or company you sell\n, • The look and feel of an independent advisor with the benefits of being an employee.\n, • 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan.\n, • Transition support\n, • Practice Building programs\n\n \n We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today! \n \n Requirements: \n\n • Series 6 and 63 required. Series 7 and 66 (63/65) preferred\n, • Insurance license required\n, • Two or more years of industry experience\n\n \n If you are interested to learn more call me at 716.410.0696 or email me at Heather.Halas@prudential.com. If you know someone that may be interested, feel free to forward my message to them. Thank you!

The Phlebotomist III- Float represents the face of our company to patients who come to Quest Diagnostics, both as part of their health routine or for insights into life-defining health decisions. The Phlebotomist III- Float draws quality blood samples from patients and prepares those specimens for lab testing while following established practices and procedures. The Phlebotomist III- Float has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures to patients and drawing blood specimens in a skillful, safe and accurate manner. The Phlebotomist III- Float is responsible in providing coverage at multiple locations for multiple roles. The Phlebotomist III- Float must ensure that daily activities of the Patient Service Center/Mobile/Long Term Care/In-Office Phlebotomy are completed accurately and on time. The Phlebotomist III- Float demonstrates Leadership Behaviors while focusing on process excellence skills and sensitivity to confidentiality and accuracy to patient information. Successful applicants may be assigned to work and direct daily activity in a doctor's office, a patient service center, in a house call environment, long term care or as business needs dictate. Must be able to step in for a Phlebotomist III- Float and lead one or more PSR on site. Will be required to act as a coach, mentor, instructor, resource advisor for new employees and provide effective onboarding services to new clients. They will also act as point of contact to staff on site and provide regular input to the group lead or supervisor. The Phlebotomist III- Float may also focus on working with customers who have a high complexity and/or volume practice with a specialized focus requiring outstanding phlebotomy skills. In addition, these practices require a higher level of customer facing skills including verbal and written communications, problem solving, and collaboration with multiple functions, such as: Sales, Laboratory Testing Services, IT connectivity, Billing, and Logistics due to their specialty and or complex test orders. The Phlebotomist III- Float must be capable of handling multiple priorities in a high-volume setting. Required Education: 1. High school diploma or equivalent. 2. Medical training: medical assistant or paramedic training preferred. 3. Phlebotomy certification preferred. Required in California, Nevada, and Washington. Work Experience: 1. Five years phlebotomy experience required, inclusive of pediatric, geriatric and capillary collections. 2. Minimum 3 years in a PSC/IOP environment preferred. 3. Customer service in a retail or service environment preferred. 4. Keyboard/data entry experience. Phlebotomist, Phlebotomy, Phlebotomist Technician, Phlebotomy Technician, Mobile Phlebotomist, Medical Assistant, Technician, Certified Phlebotomy Technician At TalentBurst, we deliver more than talent, we deliver outcomes. We partner with you to move quickly and connect you to opportunities aligned with your skills and long term growth. Backed by precision, transparency, and results, we connect top talent with leading organizations through trusted partnerships. We offer competitive compensation and comprehensive benefits, including medical, dental, vision, and retirement options. TalentBurst is an equal opportunity employer committed to an inclusive and diverse workforce.

LOCATION: South Plainfield, NJ SCHEDULE: Monday-Friday available between 6:00AM-6:00PM plus Saturday rotation In a Phlebotomy float role we offer a variety in work where no two days will quite look the same. Diverse, dynamic work environment where as a Phlebotomist floater you will be able to shift frequently to new patient centers and continually meet new people. We offer a robust total rewards package, along with the tools & support to learn, grow and advance in a Phlebotomy career. Join our community of Phlebotomists, where you will have a career that you can be proud of! Pay range: $21.35 - $32.03 / hour Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible to receive annual performance bonus compensation. We are proud to offer best-in-class benefits and programs to support employees and their families in living healthy, happy lives. Our pay and benefit plans have been designed to promote employee health in all respects – physical, financial, and developmental. Depending on whether it is a part-time or full-time position, some of the benefits offered may include: • Day 1 Medical, supplemental health, dental & vision for FT employees who work 30+ hours, • Best-in-class well-being programs, • Annual, no-cost health assessment program Blueprint for Wellness®, • healthyMINDS mental health program, • Vacation and Health/Flex Time, • 6 Holidays plus 1 "MyDay" off, • FinFit financial coaching and services, • 401(k) pre-tax and/or Roth IRA with company match up to 5% after 12 months of service, • Employee stock purchase plan, • Life and disability insurance, plus buy-up option, • Flexible Spending Accounts, • Annual incentive plans, • Matching gifts program, • Education assistance through MyQuest for Education, • Career advancement opportunities, • and so much more! Job Duties: • Assigned a territory to cover phlebotomist duties within a Patient Service Center, doctor's office, or as business needs dictate, • Draw quality blood samples from patients and prepares those specimens for lab testing, • Collect specimens according to established procedures. This includes, but not limited to: drug screens, biometric screening and insurance exams, • Enter billing information and collect payment when required, • Will be required to coach, mentor, instruct, and be a resource advisor for new employees, as well as be the point of contact to staff on site and provide regular input to the group lead or supervisor, • Travel to additional doctor's office or Patient Service Center sites when needed Required Education • High school diploma or equivalent., • Medical training: medical assistant or paramedic training preferred., • Phlebotomy certification preferred. Required in California, Nevada, and Washington. Work Experience • Five years phlebotomy experience required, inclusive of pediatric, geriatric and capillary collections., • Minimum 3 years in a Patient Service Center environment preferred., • Customer service in a retail or service environment preferred., • Keyboard/data entry experience. Quest Diagnostics honors our service members and encourages veterans to apply. While we appreciate and value our staffing partners, we do not accept unsolicited resumes from agencies. Quest will not be responsible for paying agency fees for any individual as to whom an agency has sent an unsolicited resume. Equal Opportunity Employer: Race/Color/Sex/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Vets or any other legally protected status.

Job DescriptionAbout the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. About the Role Our partner firm, RRBB, based in Somerset, NJ is hiring! RRBB is seeking an experienced and entrepreneurial Audit Partner. This individual will serve as a key leader within the firm, managing high-level client relationships, ensuring compliance with all professional standards, and mentoring senior audit professionals. The ideal candidate will bring proven experience with various clients and demonstrate the ability to drive growth through client engagement, business development, and technical excellence. Key Responsibilities: Provide leadership and oversight for the execution of complex attest engagements, including audits, reviews, compilations, and agreed-upon procedures (AUPs). Serve as engagement quality reviewer ensuring compliance and other relevant standards. Maintain and grow a personal book of business, identifying new client opportunities and expanding service offerings with existing clients. Act as a trusted advisor to clients by delivering insights, mitigating risk, and ensuring timely resolution of complex accounting and auditing issues. Oversee and sign off on financial statements and reports in accordance with GAAS, SSARS, SSAE, and PCAOB standards. Provide leadership and mentorship to managers, seniors, and staff auditors; support career development and succession planning across the audit practice. Collaborate with other Partners and Directors to shape the firm’s strategic initiatives, including technology adoption, process improvements, and service line development. Remain current on evolving technical guidance and regulatory changes, including those related to SEC reporting, independence, and industry-specific compliance. Represent the firm at professional and industry events; maintain active involvement in CPA and business organizations. Qualifications: Active CPA license is required. Bachelor’s or Master’s degree in Accounting or a related discipline. 10+ years of progressive public accounting experience, with a strong concentration in audit and attest services. Proven ability to develop and maintain executive-level client relationships and build business pipelines. Strong leadership presence, strategic thinking, and excellent communication skills. Experience with firm-level planning, budgeting, and performance measurement preferred. Proficiency with audit software platforms (e.g., CaseWare, CCH Engagement) and SEC reporting tools is strongly preferred. Work Location: Primary work location is Somerset, NJ, with periodic travel to the New York City and Union offices. Hybrid arrangements based in New Jersey will be considered, provided the candidate is able to travel to all three locations as needed. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic. Compensation Range: $250K - $350K

Job DescriptionJob Title: Sales Engineer Job Location: Northen NJ Operating Company: Klima New Jersey (KNJ) FLSA Status: Exempt Salary Range: $150k - $300k (base + commission) About: Klima New Jersey (KNJ) - A member of the AIR Control Concepts family. At Klima New Jersey, we’re not here to chase small wins—we’re here to partner on the biggest, most technically demanding HVAC projects in the region. We represent the best-in-class HVAC manufacturers and provide strategic equipment solutions that meet the high standards of consulting engineers, mechanical contractors, building owners, and end-users. As a key player in the Klima Group, our Northern NJ office is expanding to meet growing demand and we’re looking for a seasoned sales engineer ready to lead, influence, and deliver. This Sales engineer position offers a high-performance culture with the support and tools to help you succeed, Strong brand reputation and a line card that sells itself and a clear path to top-tier earnings: $200K–$300K+ (with no cap on commission) Check out our website: Reliable HVAC Solutions for Commercial Buildings | Klima NJ Essential Duties and Responsibilities: • Own the Territory: Manage and expand a book of business with established consulting engineers, design-build contractors, and key decision-makers across the Northern NJ market., • Engineer the Win: Analyze project specifications, select optimal equipment, and develop engineered solutions that meet both performance and budget goals., • Act as a Strategic Advisor: Guide customers through complex HVAC applications with a consultative approach. Deliver clarity, confidence, and value throughout every phase of the buying cycle., • Deliver the Full Klima Experience: Collaborate with our inside application and estimating teams to ensure seamless proposals and execution., • Promote and Educate: Represent Klima and our manufacturers through presentations, industry events, and targeted technical discussions., • Drive Results: Consistently meet or exceed sales targets with a focus on long-term client relationships, not transactional wins. Experience and Requirements: • 5+ years of proven success in HVAC equipment sales (preferably in a manufacturer’s rep or mechanical sales environment), • Strong relationships in the North Jersey engineering or contracting community, • Deep understanding of HVAC systems, building design, and mechanical construction, • Technical acumen with the ability to communicate complex ideas simply and clearly, • Bachelor’s degree in Mechanical Engineering, Building Sciences, or Business (or equivalent experience), • Self-motivated, accountable, and driven by performanceBenefits: We offer a competitive and comprehensive benefits package, including: • Health & Wellness – Medical, dental, vision, and life insurance coverage to support your well-being., • Financial Security – 401(k) retirement plan with company match and short/long-term disability coverage., • Work-Life Balance – Paid time off (PTO), paid holidays, and an employee assistance program (EAP)., • Professional Development – Ongoing training opportunities and support for continuing education.The Company provides equal employment opportunity in accordance with applicable laws and prohibits discrimination and harassment. Employment decisions are based on business needs and qualifications. The Company complies with disability laws and provides reasonable accommodations to qualified individuals. Powered by JazzHR Ox1g2TXqCj

Job Description Position Overview:This role is a hands on compensation practitioner responsible for designing, administering, and continuously improving the company's compensation programs. This role serves as the primary subject matter expert for compensation while providing strategic oversight, leadership and governance of benefits programs in partnership with internal HR colleagues and external vendors. This role will also play a central role in theadministration, governance, and ongoing management of the company's equity compensation programs, including partnership with Legal, Finance, Payroll, and external equity plan administrators to ensure accurate execution, compliance, and employee understanding. This role is ideal for a compensation leader who enjoys detailed analytical work, program design, and leader partnership, while ensuring benefits programs remain competitive, compliant, and well managed without owning day to day administration. Key Responsibilities: CompensationLead the design, administration, and ongoing evolution of compensation programs including base pay, incentive plans, commission structures and pay rangesPartner closely with HR leadership and business leaders on job architecture, leveling, career paths, and internal equity reviewsPartner closely with Recruiting team on pay ranges for new requisitionsConduct market pricing and benchmarking using external surveys; translate data into clear pay recommendationsSupport annual compensation cycles (merit, bonus, promotions) including modeling, guidelines, leader tools, and governancePerform pay equity analyses and support compliance with applicable pay transparency and regulatory requirementsDevelop clear compensation guidelines, tools, and manager resources to enable consistent decision makingAct as the go to compensation advisor for HR partners and leaders, providing practical guidance and recommendationsEquity CompensationOversee the development and ongoing oversight of equity compensation program guidelines (including stock options, RSUs, and other long-term incentive awards), ensuring alignment with organizational objectives and best practices, while partnering closely with Finance on the administration and operational execution of these programsPartner with Legal, Finance, Payroll, and external equity plan administrators to ensure accurate grant processing, vesting, reporting, and taxation, maintaining strong collaboration with Finance on all administrative activitiesEnsure equity programs are administered in compliance with plan documents, regulatory requirements, and internal governance standards, with a focus on transparency and robust controlsSupport annual and ad hoc equity grant cycles, including eligibility reviews, grant modeling, approvals, and documentation, while collaborating with Finance to ensure seamless execution and reportingServe as the primary subject matter expert for equity compensation questions from HR partners, leaders, and employees, providing guidance on plan guidelines, processes, and market competitivenessRegularly conduct analyses and presentations of individual and aggregate equity holdings, partnering with Finance to review total compensation and benchmark against the market to ensure competitiveness and support talent attraction and retention strategies Benefits (Oversight & Governance) Provide strategic oversight of benefits programs (medical, dental, vision, retirement, wellness, leave programs) to ensure competitiveness, compliance, and alignment with company philosophyOversee the activities of benefits team members, brokers, and vendors by ensuring regular monitoring of plan performance, analyzing cost trends, and enhancing employee experience Support annual benefits renewal planning and strategy, including cost modeling and leadership recommendations Ensure benefits programs are well documented, compliant, and effectively communicated, without owning day to day administration Collaborate with internal stakeholders on benefits related initiatives, vendor evaluations, and process improvements Cross Functional & Program Leadership Partner with HR Business Partners, Talent, and Finance on workforce planning, organizational design, and people strategy initiatives Translate complex compensation and benefits topics into clear, leader ready guidance and employee communications Maintain strong documentation, controls, and audit ready processes across compensation and benefits programs Continuously assess market trends and evolving best practices to inform program improvements Continuous Improvement, Automation & Advanced Analytics Continuously assess compensation and benefits processes to identify opportunities for simplification, automation, and improved scalabilityLeverage advanced analytics, automation tools, and emerging AI capabilities to enhance insights, improve modeling accuracy, and reduce manual effort across compensation and benefits workflowsDesign and implement repeatable, well‑documented processes that improve data quality, controls, audit readiness, and cycle execution efficiencyPartner with HRIS, Finance, Payroll, and external vendors to optimize system configuration, integrations, and reporting capabilities supporting compensation, equity, and benefits programsDevelop dashboards, models, and leader‑ready outputs that translate complex data into actionable insights for decision makingStay current on evolving tools, technologies, and best practices in compensation and benefits analytics, automation, and AI‑enabled solutions, and thoughtfully apply them where they add clear business valueChampion a mindset of continuous improvement, balancing innovation with strong governance, compliance, and employee understanding Skills & Qualifications7+ years of progressive experience in compensation, with demonstrated hands on expertise Strong analytical skills with experience in market pricing, pay modeling, and data interpretation Working knowledge of benefits programs and vendor-based benefits administration models Proven ability to partner with senior leaders and influence compensation decisions Experience supporting annual compensation planning cycles Experience with job architecture and career framework designExperience with pay equity analysis and pay transparency regulationsAdvanced Excel skills and comfort working with HRIS and compensation toolsProven people leadership at the Director level, including experience building, mentoring, and developing high-performing teamsDemonstrated ability to set vision, delegate effectively, and drive accountability across direct and indirect reportsSkilled in fostering a collaborative team environment, leading through change, and championing diversity, equity, and inclusion initiatives About CompoSecure CompoSecure, a GPGI business (NYSE: GPGI), is the leading manufacturer of Premium Metal Payment Cards and also offers best-in-class Authentication and Digital Asset solutions. The Company's offerings combine elegance, simplicity, and security to deliver exceptional experiences and peace of mind, enabling trust for millions of people around the globe. For more information, please visit www.CompoSecure.com and www.GetArculus.com. We offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance, including medical, prescription, dental, and vision coverage; FSA/HSA options; company-paid life and disability insurance; 401(k) with company match; paid time off (PTO) and holidays; annual bonus opportunities; an employee assistance program (EAP); and opportunities for career growth and advancement.Additional details will be provided during the hiring process. CompoSecure is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. We are also an equal opportunity employer of individuals with disabilities and protected veterans.Please note: CompoSecure does not accept unsolicited resumes from staffing agencies or third-party recruiters. Any unsolicited resumes sent to CompoSecure, including to our employees, will become the property of CompoSecure and may be used without any obligation to pay referral or placement fees. Any agency or recruiter seeking to work with CompoSecure's Talent Acquisition Team should contact our team directly by sending an email to recruiting@composecure.com.

Job Description Job Summary The Director, Healthcare Compliance is responsible for leading and operating the Company's healthcare compliance program and promoting a culture of ethics, integrity, and compliance across the organization. Reporting to the Chief Legal Officer & Chief Compliance Officer, this position serves as the Company's primary healthcare compliance leader and strategic advisor to Commercial, Medical Affairs, Market Access, Patient Services, Regulatory Affairs, and other business functions. The Director is responsible for designing, implementing, monitoring, and continuously improving an effective healthcare compliance program consistent with OIG Compliance Program Guidance, applicable federal and state healthcare laws, FDA regulations, industry codes, and Company policies. This is a highly visible, hands-on leadership role responsible for executing key aspects of the compliance program, including risk assessment, training, monitoring, investigations, transparency reporting, and compliance governance. The Director will partner closely with business leaders across the organization and may oversee compliance personnel and external resources as the function evolves. The Director will work closely with the Associate General Counsel on healthcare regulatory matters, investigations, policy development, compliance monitoring activities, and legal-compliance risk assessments. Core Responsibilities Program Leadership • Lead all aspects of the healthcare compliance program., • Develop and execute annual healthcare compliance strategy and work plan., • Conduct enterprise healthcare compliance risk assessments., • Maintain compliance policies, standards, procedures, and controls., • Develop compliance metrics and key performance indicators. Compliance Governance • Administer Healthcare Compliance Committee activities., • Prepare reports for Executive Leadership, Compliance Committee, and Board committees., • Escalate significant compliance risks and investigations., • Serve as the primary compliance advisor to the Chief Compliance Officer and provide regular updates regarding compliance program effectiveness, emerging risks, investigations, and remediation activities. Commercial and Medical Compliance • Serve as a core member of the MLR review process., • Advise on promotional materials and promotional claims., • Support launch and lifecycle compliance activities., • Provide guidance regarding speaker programs, advisory boards, consultants, grants, charitable contributions, sponsorships, and other healthcare professional engagement activities. HCP/HCO Interactions Provide oversight of: • Anti-Kickback Statute compliance, • False Claims Act risk mitigation, • Sunshine/Open Payments reporting, • State transparency laws, • Fair Market Value (FMV) assessments, • Needs assessments, • Engagement documentation and controls Monitoring and Auditing • Develop annual monitoring plan., • Conduct and oversee monitoring reviews., • Recommend and track corrective action plans., • Analyze trends and emerging compliance risks. Investigations • Lead healthcare compliance investigations., • Partner with Human Resources and Legal, when appropriate., • Ensure appropriate documentation, remediation, and CAPAs. Training and Communications • Create risk-based compliance training programs., • Deliver live training to commercial, medical, and cross-functional teams., • Maintain compliance communications and awareness initiatives. Compliance Leadership & Execution • Serve as a hands-on compliance leader responsible for both strategy development and program execution., • Personally conduct and oversee key compliance activities, including risk assessments, monitoring, investigations, training, and governance reporting., • Influence and lead cross-functional stakeholders without direct reporting authority., • Coordinate external advisors and consultants to support specialized compliance initiatives., • Build and scale the healthcare compliance function and team as business needs evolve. Qualifications • Bachelor's degree required., • JD, MBA, PharmD, MSN, or equivalent advanced degree preferred., • 10+ years of pharmaceutical, biotechnology, healthcare, or healthcare compliance experience., • 5+ years leading healthcare compliance programs, initiatives, or teams in a pharmaceutical, biotechnology, or healthcare organization., • Deep expertise in: o FDA promotional regulations o Anti-Kickback Statute o False Claims Act o Sunshine/Open Payments o OIG Compliance Program Guidance o PhRMA Code o State healthcare compliance requirements • Experience leading audits, investigations, training, monitoring, and compliance risk management programs., • Significant MLR review experience., • Demonstrated ability to independently build, implement, and operate healthcare compliance programs in a pharmaceutical, biotechnology, or healthcare environment., • Strong business partnering, communication, and influencing skills with demonstrated ability to engage effectively with executive leadership and cross-functional stakeholders., • Proven ability to manage multiple priorities in a dynamic growth environment. Reporting Relationship • Solid-Line Reporting: Chief Legal Officer & Chief Compliance Officer, • Dotted-Line Reporting: Vice President, Associate General Counsel, • Key Internal Partners: Legal, Commercial, Medical Affairs, Market Access, Regulatory Affairs, Finance, Human Resources, Quality, Patient Services, and Executive Leadership, • Direct Reports: None initially; future compliance personnel may be added as the compliance function evolves. Position Profile This role is designed to be the Company's senior healthcare compliance leader and primary compliance subject matter expert. The position combines strategic oversight with direct operational responsibility and requires a professional who can independently build, implement, monitor, and continuously improve an effective healthcare compliance program. Success in the role will depend on sound judgment, strong cross-functional influence, deep healthcare compliance expertise, and a willingness to operate as a hands-on leader while helping scale the compliance function as the organization grows. The above statements are intended to describe the general nature and level of the work being performed by colleagues assigned to this position. This is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Aquestive reserves the right to make changes to the job description whenever necessary. As part of Aquestive’s employment process, final candidate will be required to complete a drug test and background check prior to employment commencing. Please Note: Aquestive is a drug-free workplace and has a drug free workplace policy in place. Aquestive provides equal employment opportunities to all colleagues and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. The Company is required to provide a reasonable estimate of the salary range for this job in certain states and cities within the United States. Final determinations with respect to salary will take into account a number of factors, which may include, but not be limited to the primary work location and the chosen candidate’s relevant skills, experience, and education.

Job DescriptionCompany Description A LITTLE ABOUT US: At Dungarvin, we are more than a provider of support services; we’re a mission-driven team rooted in respect, inclusion, and person-centered care. Since 1976, we’ve been dedicated to enhancing the quality of life for people with intellectual and developmental disabilities, including those with mental health, behavioral, or complex medical needs. Our mission is simple but powerful: respecting and responding to the choices of people in need of supports. This mission guides everything we do; from creating individualized service plans to building strong partnerships with families, teams, and communities. As a Dungarvin employee, you’ll be at the heart of that mission. You’ll help people live meaningful lives on their own terms; supporting their goals, honoring their choices, and empowering their independence. With services nationwide, our team is united by a shared commitment to making a real difference; one person, one voice, one choice at a time. Join our nationwide family and let us help you achieve your unique goals and dreams. WE OFFER: • Compensation: $77,900 Annually Fixed Rate, • Work Environment: Hybrid (4 Days in office and 1 day remote), • Team Culture: Collaborative, team-focused culture where you work closely with local Directors and office staff to share ideas, solve challenges, and support employees and organizational needs. Open communication, flexibility, professionalism, and strong partnerships are valued, with an emphasis on working together to improve processes and create positive outcomes, • Work Schedule: Typically, 8 AM – 5 PM EST, with flexibility as needed to meet deadlines or support initiatives; some travel required 5% of the time., • Retirement Plan: 401 K plan with employer match after one year of service., • Time Away: PTO that increases with tenure, PTO donation options, and paid sick leave, • Company-Provided Hardware and Cellphone Stipend: All necessary equipment will be provided, along with a monthly stipend for cell phone expenses., • Insurance & Health: Medical, dental, vision (domestic partners eligible for dental), pet insurance, life insurance at no cost, plus supplemental insurance options, FSA, and HSA, • Employee Perks: National Brand Discounts, Employee Referral Program, and Employee Assistance Program, • Job Mobility: Dungarvan’s multi-state footprint allows internal job mobility nationwide., • Mileage Reimbursement: $0.50 cents per mile Job Description As a Human Resources Business Partner (HRBP), you’ll play a vital role in supporting the people who make that possible; our dedicated employees. You’ll serve as a trusted advisor to managers and employees alike, blending strategic HR insight with hands-on partnership. You’ll drive HR strategies, coach leaders on employee relations and performance, manage investigations, guide policy and compliance, support workforce planning, and contribute to data-driven decisions that shape organizational growth. In this role, you’ll ensure our teams feel supported, empowered, and connected to our mission. WHAT YOU'LL DO: • Employee & Leadership Relationships: Build trusted relationships with managers and employees across assigned business units, serving as a strategic and approachable HR resource., • Leadership Coaching & Development: Coach leaders on employee relations, performance management, team development, and change management to support effective leadership and organizational success., • Leader Onboarding & HR Guidance: Lead onboarding for new leaders and provide ongoing guidance related to HR policies, benefits, compliance, and other employment-related matters., • Employee Relations & Investigations: Manage employee relations matters and investigations, track grievances, assess concerns, and provide actionable recommendations to support fair and consistent resolutions., • HR Collaboration & Support: Partner with HR colleagues to deliver consistent, proactive, and solution-oriented support while ensuring alignment with organizational policies and practices. Qualifications MUST HAVE: • Education: Bachelor’s degree in Human Resources, Business Administration, or related field., • HRBP Experience: 3+ years of HR Business Partner experience supporting large, non-exempt populations (250–500+ employees)., • HR Knowledge & Expertise: Strong knowledge of employee relations, performance management, and compensation, with experience across core HR functions, including high-volume recruiting and organizational development, and skills in investigations, coaching, employee development, and change/project management., • Microsoft 365 & Power BI: Proficiency: Advanced proficiency in Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams, and SharePoint), with the ability to analyze data and present actionable insights; Power BI experience a plus., • HR Compliance: Strong knowledge of federal and state employment laws, multi-state compliance, and diversity & inclusion. NICE TO HAVE: • HR Leadership: Ability to influence and support leaders through coaching and performance management; prior leadership or mentoring experience is a plus, especially when partnering with operations., • HR Technology Expertise: Experience with HRIS platforms such as Workday, UltiPro (Ultimate Software), or similar systems, along with familiarity with ATS and LMS platforms (e.g., Relias, Cornerstone)., • Industry Experience: Background in healthcare, human services, or other regulated, multi-state environments preferred., • Professional Certifications: SHRM-CP, SHRM-SCP, PHR, or SPHR., • Additional credentials: In Coaching, Mediation, or Project Management (PMP, CAPM) Additional Information SKILLS CRITICAL FOR SUCCESS: • Strategic & Analytical Thinking: Connects people strategy to business goals, uses data and insights to assess workforce trends, and makes sound decisions aligned with company values and strategy., • Relationship Building & Influence: Builds trust quickly, fosters collaboration, coaches leaders, and communicates HR guidance clearly to employees and management., • Emotional Intelligence & Problem Solving: Navigates sensitive situations with professionalism and empathy, resolves conflicts constructively, and brings innovative solutions to complex workforce challenges., • Adaptability & Change Agility: Thrives in fast-paced, evolving environments, supporting others through transitions while maintaining focus on outcomes and continuous improvement., • Leadership & Coaching: Partners with leaders to mentor and develop teams, promoting engagement, accountability, and a high-performance culture., • Organization & Project Management: Manages multiple priorities and initiatives across business units with attention to detail, efficiency, and accuracy., • Compliance & Integrity: Ensures adherence to employment laws, regulations, and company policies while maintaining confidentiality and credibility., • Technical & HR Systems Proficiency: Leverages HR technology to streamline processes, improve decision-making, and enhance workforce management. WHY YOU’LL LOVE THIS ROLE: If you’re a people-focused professional, this role lets you make a real impact. You’ll partner with leaders to shape culture, strengthen teams, and drive business outcomes through people-centered strategies. Join a collaborative HR team that values innovation, learning, and genuine connection. Dungarvin, Compass, and Cambrian are equal opportunity employers. The deadline for internal applications is set for two weeks from the date of the job posting. 9/14/2026 #LI-MW1 #DDIJ

Job DescriptionCompany Description BEUMER Group is an international leader in intralogistics, specializing in conveying, loading, palletising, packaging, sortation, and distribution technology across a wide range of industries, including airports, e-commerce, warehousing & distribution, and bulk material handling. We offer the right solution for nearly every logistics challenge. As a family-owned company, BEUMER combines tradition with innovation. We are proud of what our employees create each day. Integrity, Inspiration, Quality and Teamwork! Job Description We are seeking a driven, proactive Business Development Manager to join our Logistics Systems division. The ideal candidate thrives on making connections, spotting opportunities, and driving meaningful growth in a competitive market. As a self-starter with a passion for automation, logistics, and the evolving supply chain, you will blend strategy, initiative, and relationship-building to help expand our customer base and market presence. This role will be based out of our North America Headquaters in Somerset, NJ. Key Responsibilities: Strategic Growth & Account Development (40%) • Cultivate and expand relationships within BEUMER’s existing customer base, developing a deep understanding of their investment cycles, operational priorities, and long-term goals., • Collaborate with Customer Support Sales to anticipate customer needs and identify opportunities for expansion or enhancement., • Stay connected to the market and customers, becoming a trusted advisor over time by actively listening, asking insightful questions, and providing tailored solutions. Prospecting, Lead Qualification & Opportunity Development (40%) • Proactively identify and engage potential customers through outbound tools and resources., • Uncover customer pain points and motivations, and align BEUMER’s value proposition with their business goals in a consultative, compelling manner., • Qualify and develop leads by assessing customer needs, timelines, stakeholders, and budget alignment, converting them into early-stage opportunities., • Maintain a healthy pipeline by advancing opportunities through discovery, proposals, and pre-sales coordination. Internal Collaboration, Marketing & CRM (20%) • Work closely with Marketing to develop outreach strategies, campaign messaging, and trade show planning., • Use CRM systems to track activities, manage the sales pipeline, and ensure accurate customer records., • Monitor and report on key performance indicators (KPIs), including opportunity conversion rates, activity metrics, and forecast accuracy., • Participate in strategic planning, sales reviews, and internal process improvement initiatives., • Collaborate cross-functionally with systems engineering, sales leadership, and operations to ensure smooth handoffs and deliver an excellent customer experience. Qualifications, • Bachelor’s degree in Business, Supply Chain, Logistics, Engineering, or a related field. A master’s degree or relevant certifications is a plus., • 2+ years of experience in business development, consultative sales, or account management; or 5+ years in a customer-facing pre-sales or applications engineering role within logistics or supply chain. Skills & Experience: • In-depth knowledge of logistics systems within distribution centers., • Self-starter with a hunter’s mindset and passion for solving real-world logistics challenges., • Proven experience in identifying and qualifying opportunities, and building lasting customer relationships., • Strong ability to uncover customer motivations and align solutions with their core business goals., • Comfortable managing long sales cycles and working with multiple stakeholders., • Excellent communication, presentation, and negotiation skills., • Proficient with CRM systems, pipeline management, and sales performance tracking., • Collaborative mindset, with the ability to thrive in a global, cross-functional environment., • Strong business acumen, with a clear understanding of ROI, total cost of ownership, and strategic selling., • Formal sales training is a plus, but not required., • Able to travel up to 30-50% of the time. Compensation Range: $120,000.00 - $130,000.00 annually The posted salary range reflects the compensation the company reasonably expects to offer for this position. Actual compensation will not be less than the posted minimum and will be based on multiple factors. Commitment Required Ability to set and meet goals; sincere care for others; overwhelming desire to win and to be part of a winning team; able to travel up to 30-50% of the time. Additional Information BEUMER is an innovative company, where every employee is part of the "family". Because our employees are our most important asset, here are some of benefits we currently offer full-time employees: • Medical & Dental Premiums: We cover 100% of the premiums for you and your eligible dependents., • 401(k) with Generous Match: Secure your financial future with our competitive retirement plan., • Life Insurance / Long Term Disability: Peace of mind for you and your loved ones. Yes, we cover that too!, • Ancillary Insurances: Including vision, accident, and critical illness insurance., • Generous Paid Time Off: Achieve the optimal work-life balance., • Company Holidays: Enjoy paid time off on designated company holidays including additional flex days for times that matter most!, • Performance-Based Bonus: Eligibility to participate in our Target Agreement Plan for bonus potential. Equal Opportunity Statement: BEUMER is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex (including pregnancy and breastfeeding), gender, affectional or sexual orientation, gender identity or expression, transgender status, national origin, age, ancestry, disability (mental or physical), veteran status, genetic information, atypical hereditary cellular or blood trait, marital status, civil union status, domestic partner status, or any other status protected under local, state or federal laws. prohibits discrimination, harassment, and retaliation in all aspects of employment. This commitment applies to recruitment, hiring, training, promotion, compensation, benefits, discipline, termination, and all other terms and conditions of employment. By accepting an offer of employment with BEUMER, the employee agrees to abide by all policies and practices that promote a workplace free from discrimination and harassment, and acknowledges BEUMER’S commitment to diversity and inclusion. All your information will be kept confidential according to EEO guidelines.

Job Description Berendsen Discover the power of problem-solving in motion Outside Sales Representative – Fluid Power Components, Systems & Controls (PA/NJ) At Berendsen, one of North America’s largest distributors of hydraulic, pneumatic, and electrification products and services, we’re redefining what technical sales looks like. We’re seeking a driven Field Sales Representative who thrives on building relationships, solving problems, and applying mechanical know-how to complex customer challenges across Eastern Pennsylvania and New Jersey. This is a "roll-up-your-sleeves" technical sales role focusing on providing total fluid power solutions—ranging from complex systems and power units to everyday hose and fitting components—to a diverse mix of small-to-mid-sized OEMs and large industrial end-users. The Territory • Coverage: Eastern Pennsylvania (Philadelphia/Lehigh Valley/Scranton) and all of New Jersey., • Key Markets: Mobile and Industrial equipment OEMs, industrial manufacturing, and heavy infrastructure. This is more than sales—it’s about creating value and helping OEMs and industrial customers move their ideas forward. What You’ll Do • Build, grow, and manage customer relationships across your territory, becoming a trusted partner and advisor., • Identify opportunities by listening deeply, asking smart questions, and uncovering how our solutions can drive customer success., • Apply a structured sales process to technical opportunities—prospecting, qualifying, closing, and expanding accounts., • Develop and execute territory growth strategies that align with both customer needs and company goals., • Collaborate with engineers, procurement teams, and operations to specify the right products for new applications., • Stay informed on market conditions, competitor activity, and industry trends to anticipate future customer needs., • Leverage value-based selling (economic value added, system efficiency, reduced downtime) to differentiate Berendsen from the competition., • Work closely with vendor partners and internal specialists to deliver complete solutions. Who You Are We know the best people don’t always follow a straight path. You might not come from the hydraulics world—but if you bring mechanical aptitude, problem-solving ability, and sales process discipline, we’ll give you the technical training. • Strong business development instincts—you know how to find opportunities and move them through the pipeline., • Mechanically inclined—comfortable talking shop with engineers, technicians, and operators., • Competitive and driven, with a strong work ethic and the resilience to handle long sales cycles., • A natural relationship-builder with strong communication and listening skills., • Curious and willing to learn—especially about hydraulics, electrification, and control technologies. Preferred (but not required): • Experience in industrial/OEM sales or specifying mechanical/electrical products., • Fluid Power certification or 3+ years of technical product specification experience., • Mechanical engineering or technical degree. What You Need • A valid driver’s license and good driving record., • Ability to travel throughout your territory. Why Join Us At Berendsen, we invest in our people because we know they drive our success. What We Offer You: • Competitive salary with performance incentive, • Comprehensive benefits package including medical with both a PPO and High-Deductible option along with an HSA with company matching contributions, • Dental, vision, life, and disability insurance, • Critical illness, accidental and hospitalization supplemental insurance plans, • 401k plan with company match (50% up to 8% contribution), • Paid holidays and an innovative unlimited vacation plan, • Dependent Care FSA, • National Employee Assistance Plan, • Additional commission for territory expansion, • Car allowance and a company-provided cell phone and laptop, • Access to hundreds of hours of hydraulic, mechanical, and electrical engineering training Keywords: fluid power, mechanical engineering, engineering, sales, outside sales, account manager, sales manager, hydraulic, technical sales, engineer

Job Description Apogee Global RMS is seeking a Senior Implementation Engineer to support our enterprise client in New Jersey. This customer-facing hybrid role will lead the implementation, integration, and deployment of enterprise Identity & Access Management (IAM), SSO, federation, and modern authentication solutions. The ideal candidate brings strong expertise in SAML, OIDC, OAuth, SCIM, Microsoft Entra ID, Active Directory, MFA, passwordless authentication, APIs, and enterprise identity architecture. This role requires a hands-on technical leader who can partner with customer architects, security teams, and business stakeholders to deliver successful implementations from design through production. Key Responsibilities: • Lead end-to-end IAM implementation, architecture reviews, integrations, and production deployments., • Design and troubleshoot SSO, federation, authentication workflows, and identity integrations., • Support Zero Trust, passwordless authentication, and modern identity security initiatives., • Build automation and integration solutions using Python, PowerShell, JavaScript, and REST APIs., • Serve as a trusted technical advisor to enterprise customers and internal teams. Requirements • 9+ years of IAM, SSO, federation, or authentication implementation experience., • Strong experience with enterprise identity platforms and security protocols., • Proven ability to lead complex customer-facing technical deployments., • Hands-on experience with SAML, OIDC, OAuth, SCIM, Active Directory, Entra ID, MFA, PKI, and APIs. What Success Looks Like: Within the first 12 months, the successful candidate will: • Lead successful enterprise IAM and authentication deployments., • Deliver seamless SSO integrations for critical business applications., • Enable customers to adopt modern, phishing-resistant authentication solutions., • Become a trusted technical advisor for identity and access management strategies., • Drive successful production go-lives while maintaining high customer satisfaction. Benefits For any questions (OR) to apply, please contact us at careers@apogeeglobalrms.com.

Job Description Fire Sprinkler Project Manager – Lead Commercial Fire Protection Projects for Approved Fire Protection & Security Job Overview • Company: Approved Fire Protection & Security, • Salary/Pay Rate: $80,000 - $120,000 per year (based on experience), • Location: Franklin Township, NJ (20% travel required), • Job/Employment Type: Full Time, • Project Scope: Commercial, Industrial, Government, or Federal, • Mandatory Licenses & Certifications: Valid Driving Licence The Opportunity You will drive the full lifecycle of complex fire sprinkler projects for high-profile commercial and industrial clients. This role empowers you to leverage your technical design and mechanical background to transition into high-impact estimating and project leadership. You will join an open-book company that actively invests in your professional growth and long-term career advancement. How You Will Make an Impact • Oversee commercial fire sprinkler installations from initial estimating and design review through final handover., • Develop detailed project proposals, layout designs, and cost estimates aligned with client specifications., • Coordinate cross-functional teams and field personnel to keep projects on schedule and within budget., • Solve complex technical challenges on site to maintain project quality and compliance standards., • Serve as the key technical advisor for commercial, industrial, and government fire protection initiatives., • Build strong relationships with client partners to support ongoing business growth and project success. Required Qualifications & Experience • Background in mechanical systems, fire protection, or fire sprinkler design., • Demonstrated experience preparing proposals, reviewing project drawings, and interpreting specifications., • Proven ability to coordinate field installation workflows and manage project timelines., • Valid driver's license and ability to travel up to 20% to local job sites. Preferred Qualifications & Experience • 3 or more years of experience in fire sprinkler project management or estimating., • Hands-on field installation experience combined with technical estimating knowledge., • NICET Certification strongly preferred Compensation & Benefits • Competitive annual salary with profit-sharing bonus opportunities., • 401(k) retirement savings program with employer safe harbor contribution., • Weekly pay cycle and lucrative referral bonus program., • Comprehensive medical, dental, and vision insurance options., • Health Savings Account (HSA) and life/disability insurance coverage., • Paid time off, • Full tech package including a company-provided smartphone or tablet., • Car Allowance options available, • Continuous career development, mentorship, and company-paid certifications (OSHA, Fall Protection, Lifts)., • Provided uniforms, safety equipment, and company outings/trips. About Us Approved Fire Protection & Security specializes in commercial, industrial, and federal fire protection solutions. Built on an open-book philosophy, we actively invest in our team through extensive training, mentor programs, and clear pathways for career advancement. Learn more about our team and services at https://approvedfps.com/. Approved Fire Protection & Security is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, gender expression, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or any other status protected by law or regulations. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors.

Job Description At RSW Auto Group, we don’t hire advisors. We build leaders. Trust is the job. A Service Advisor here is responsible for building trust while helping customers navigate their vehicle’s needs. This is not about selling. This is about serving people at a high level and delivering an experience they can rely on. What This Role Actually Requires Every advisor here is expected to: • Set clear, real expectations upfront, • Fully understand the customer’s needs before offering solutions, • Deliver the highest level of service without exception Most people think this is a sales job. It’s not. We are in the business of helping people. We just happen to fix cars. When you focus on people, the results follow. What It Takes to Succeed Here • Willingness to learn, even when it’s hard, • Showing up with energy and enthusiasm, especially when it’s tough, • Taking ownership of your actions and your results This is a high-performance environment. We don’t chase results—we expect them, because of the systems we follow. When you learn our process and put the customer first, the results follow. Who This Is Not For This is not the place for you if you can’t accept accountability for your actions, learn from them, and grow. Here, you will be challenged every day to become a better advisor and a better person. If you’re not willing to grow, be coached, and be held accountable—don’t apply. Who Will Thrive Here If you love what you do and are willing to put in the work every day to get better, you’re going to do very well here. What You’ll Be Part Of • A team built on Trust, Reliability, and Integrity, • A process-driven environment that puts the customer first, • A culture of accountability, growth, and high standards, • A path to leadership for those who earn itCompensation & Benefits, • No cap on income potential, • Performance-driven compensation structure, • Health, dental, and vision benefits with employer contribution, • 401(k) plan, • Paid time off, • No nights or weekends Our top performers are compensated at a high level because they deliver at a high level. If you’ve read this and it feels like it was written for you, apply.

Job Description ROLE DESCRIPTION: As a Customer Acquisition specialist for Walter Casanas State Farm Agency, you are vital to our daily business operations and agency success. You grow our agency through meaningful customer relations and acting as an advisor for the needs of our potential and existing customers. You improve the lives of our customers by positioning relevant products and services that best fit their needs. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. • Responsibilities:, • Make a minimum of 50 outbound calls daily to prospective clients to generate new business opportunities., • Conduct at least 5 new quoting conversations each day, accurately assessing customer needs and providing tailored insurance solutions., • Complete detailed fact-finding sheets for each prospect to gather essential information and ensure personalized product recommendations., • Present and explain a variety of insurance products, including life, auto, home, renters, boat, and business insurance, aligning options with customer requirements., • Participate actively in weekly team trainings and sales meetings to continuously improve product knowledge, sales techniques, and industry compliance., • Maintain accurate records of customer interactions and sales activities in the CRM system, ensuring timely follow-ups and meeting or exceeding sales targets.Requirements:, • Must hold a valid Life Insurance license and Property and Casualty license in the State of New Jersey. Pre-licensing and exam fees will be reimbursed after 60 days of employment., • Commitment to a consistent office schedule from 9:00 AM to 5:00 PM, Monday through Friday., • Strong communication and interpersonal skills with the ability to follow office systems consistently and effectively., • Proven ability to meet or exceed sales targets in a goal-oriented environment., • Self-motivated, disciplined, and able to manage time efficiently while working independently and as part of a team., • Proficiency with CRM software and basic computer applications to accurately document sales activities and customer information.

Job DescriptionCompany Description Cornerstone Building Brands is a leading manufacturer of exterior building products for residential and low-rise non-residential buildings in North America. Headquartered in Cary, N.C., we serve residential and commercial customers across the new construction and Repair & Remodel (R&R) markets. Our market-leading portfolio of products spans vinyl windows, vinyl siding, stone veneer, metal roofing, metal wall systems and metal accessories. Cornerstone Building Brands’ broad, multi-channel distribution platform and expansive national footprint includes more than 18,800 team members at manufacturing, distribution and office locations throughout North America. Corporate stewardship and Environmental, Social and Governance (ESG) responsibility are embedded in our culture. We are committed to contributing positively to the communities where we live, work and play. For more information, visit us at cornerstonebuildingbrands.com. Job Description We are seeking an experienced and proactive Bilingual HR Business Partner (HRBP) to join our team in a fast-paced, high-volume facility. This role plays a critical part in driving employee engagement, supporting operational goals, and delivering responsive, hands-on HR support across the business. Key Responsibilities: Serve as a strategic partner and trusted advisor to frontline supervisors and employees, with a primary focus on employee relations—providing guidance, policy interpretation, conflict resolution, and proactive issue management. Respond swiftly to employee concerns, coach leaders on employee performance and conduct, and help maintain a positive and compliant workplace culture. Collaborate with Talent Acquisition and hiring managers to support end-to-end staffing efforts—recruiting, onboarding, internal movement, and building external and internal pipelines to meet ongoing labor needs. Operate with urgency and adaptability in a high-volume, fast-changing environment, effectively managing multiple priorities and addressing day-to-day operational demands. Implement both existing and new HR programs that support business and workforce strategies, including performance management, employee development, and change management initiatives. Help prepare the workforce for operational changes by executing change readiness and organizational effectiveness activities. Actively contribute to culture-building efforts and create meaningful team member experiences that support engagement and retention. Ensure HR practices align with company values, labor laws, and operational goals. Qualifications Bachelor’s degree in organizational development, Human Resources, Business Administration or a related field preferred 4 or more years in progressive HR with heavy hourly employee populations Haitian Creole/ English preferred Professional HR certification strongly preferred Additional Information The US base salary range for this full-time position is $85,000-$100,000 + bonus + medical, dental, vision benefits starting day 1 + 401k and PTO. Our salary ranges are determined by role, level, and location. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. (Full-time is defined as regularly working 30+ hours per week.) Why work for Cornerstone Building Brands? Our teams are at the heart of our purpose to positively contribute to the communities where we live, work and play. Full-time* team members receive** medical, dental and vision benefits starting day 1. Other benefits include PTO, paid holidays, FSA, life insurance, LTD, STD, 401k, EAP, discount programs, tuition reimbursement, training, and professional development. *Full-time is defined as regularly working 30+ hours per week. **Union programs may vary depending on the collective bargaining agreement. Cornerstone Building Brands is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, or status as a protected veteran. You can find the Equal Employment Opportunity Poster here. You can also view Your Right to Work Poster here along with This Organizations Participation in E-Verify Poster here. If you'd like to view a copy of the company's affirmative action plan for protected veterans or individuals with disabilities or policy statement, please contact Human Resources at 281-897-7788 or HRCompliance@cornerstone-bb.com. If you have a disability and you believe that you need a reasonable accommodation in order to search for a job opening or to submit an online application, please contact Human Resources at 281-897-7788 or HRCompliance@cornerstone-bb.com. This email is used exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only emails received for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. All your information will be kept confidential according to EEO guidelines. California Consumer Privacy Act (CCPA) of 2018 Must be at least 18 years of age to apply. Note to External Recruiters Cornerstone Building Brands does not accept unsolicited resumes and will not pay fees for any candidate submissions that were not expressly authorized. Notice of Recruitment Fraud We have been made aware of multiple scams whereby unauthorized individuals are using Cornerstone Building Brand's name and logo to solicit potential job-seekers for employment. In some cases, job-seekers are being contacted directly, both by phone and e-mail. In other instances, these unauthorized individuals are placing advertisements for fake positions with both legitimate websites and fabricated ones. These individuals are typically promising high-paying jobs with the requirement that the job-seeker send money to pay for things such as visa applications or processing fees. Please be advised that Cornerstone Building Brands will never ask potential job-seekers for any sort of advance payment or bank account information as part of the recruiting or hiring process.

Job DescriptionAbout Brillio: Brillio is one of the fastest growing digital technology service providers and a partner of choice for many Fortune 1000 companies seeking to turn disruption into a competitive advantage through innovative digital adoption. Brillio, renowned for its world-class professionals, referred to as "Brillians", distinguishes itself through their capacity to seamlessly integrate cutting-edge digital and design thinking skills with an unwavering dedication to client satisfaction. Brillio takes pride in its status as an employer of choice, consistently attracting the most exceptional and talented individuals due to its unwavering emphasis on contemporary, groundbreaking technologies, and exclusive digital projects. Brillio's relentless commitment to providing an exceptional experience to its Brillians and nurturing their full potential consistently garners them the Great Place to Work® certification year after year. ConsultantPrimary Skills • BI intelligence Architecture (Power BI/ Tableau) + AI + Pharma/life science domain analytics, commercial analytics, marketing analytics.Job requirements, • Job Description – BI SME, • Location: Hybrid at Plainsboro, NJ, • Min 4 days onsite per week. Experience • 12+ years of experience in BI, Analytics, Data Warehousing, or Data Engineering projects., • Strong experience in Pharma/Life Sciences domain is mandatory. Job Summary We are looking for a senior consultant with deep expertise in Business Intelligence (BI), Artificial Intelligence (AI), and Pharma/Life Sciences analytics to drive strategic data and AI initiatives. The ideal candidate should have strong stakeholder management skills, experience handling large-scale analytics programs, and the ability to translate business problems into scalable analytical solutions. Key Responsibilities • Lead BI and AI-driven analytics initiatives across Pharma/Life Sciences projects., • Design and implement dashboards, KPIs, and reporting solutions using tools such as Power BI, Tableau, Qlik Sense, or similar BI platforms., • Drive client discussions, solution workshops, and executive presentations related to analytics, AI adoption, and reporting strategies., • Recommend innovative BI and AI approaches to improve decision-making, automation, forecasting, and business insights., • Act as a trusted advisor to clients for analytics transformation and AI-driven reporting initiatives., • Analyze pharma commercial, patient, sales, marketing, and omnichannel datasets to generate actionable insights., • Mentor junior team members and provide technical and functional guidance., • Present analytical findings and recommendations to leadership and business teams. Required Skills • Strong expertise in BI reporting and visualization tools., • Strong SQL and data analysis skills., • Extensive experience in Pharma/Life Sciences analytics and commercial data domains., • Experience with patient analytics, sales analytics, field force analytics, or omnichannel analytics., • Strong client interaction, stakeholder management, and communication skills., • Ability to lead business discussions and recommend scalable BI and AI solutions., • Ability to manage multiple priorities in a fast-paced environment. #LI-CH1 Know what it’s like to work and grow at Brillio: Click here We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Position: Associate Director, Biostatistics Salary Range: $145K-$160K Location: Sommerset, NJ (Hybrid or Remote) About Pharmaron Pharmaron is a global contract research and manufacturing organization (CRO/CDMO) helping pharma and biotech companies bring new therapies to life. With over 25,000 employees worldwide across 28 locations in the US, UK, China, and Singapore, we support drug discovery through to manufacturing with fully integrated high-quality services. We're proud of the impact we make and just last year, we supported 887 discovery projects, 1,100+ CMC programs, and 1,397 clinical trials across all phases. Our teams are involved in everything from small molecules, ADC's, biologics, and gene therapies and we work with more than 3,300 global customers. To learn more, visit www.pharmaron.com. What You'll Do The Associate Director, Biostatistics will be ensuring the delivery of high-quality statistical support across Phase I–IV clinical studies. This role is responsible for overseeing the development and continuous improvement of SOPs, work instructions, templates, and processes to ensure compliance with ICH-GCP, applicable regulatory requirements, and industry standards while driving operational efficiency. The Associate Director will also provide expert statistical guidance on study design, protocol and CRF development, sample size calculations, statistical analysis plans, and clinical study reports, serving as a trusted advisor to clients and cross-functional teams. Key Responsibilities • Develop, review, and continuously improve SOPs, work instructions, templates, and processes to ensure compliance with ICH-GCP, regulatory requirements, quality standards, and industry best practices while driving operational efficiency., • Oversee project execution by ensuring appropriate staffing, quality control, issue resolution, and the timely delivery of high-quality statistical services and project deliverables., • Foster a collaborative, results-oriented work environment by promoting open communication, teamwork, and cross-functional collaboration across departments., • Lead and support internal and external audits, ensuring timely resolution of audit findings and ongoing compliance with applicable regulations and quality standards., • Support Business Administration and Business Development by reviewing project proposals and contracts while building and maintaining strong relationships with clients and vendors., • Provide expert statistical consultation on clinical trial design, protocol and CRF development, sample size calculations, and other statistical considerations throughout the study lifecycle., • Author and review statistical analysis plans, statistical reports, and statistical methodology sections for clinical protocols and reports across Phase I–IV studies in multiple therapeutic areas., • Participate in departmental operational and management meetings, collaborate with senior leadership on staffing and strategic planning, and perform other duties as assigned. What We're Looking For • Master's degree or higher in Biostatistics, Statistics, Mathematics, or a related scientific field preferred; Bachelor's degree with equivalent experience will also be considered., • 7+ years of experience in clinical trial biostatistics., • Expert knowledge of statistical methodologies and analyses with experience supporting clinical development programs., • Strong understanding of the drug development process and applicable regulatory requirements, including NMPA, FDA, and ICH-GCP guidelines., • Proven leadership skills with experience in project planning and execution, financial and risk management, quality oversight, and team development., • Excellent communication and relationship-building skills with the ability to collaborate effectively across cross-functional teams, clients, and stakeholders., • Highly organized, detail-oriented, and quality-driven, with a strong track record of meeting timelines and delivering reliable results. Why Pharmaron? Pharmaron is a premier service provider for the life sciences industry. Founded in 2004, Pharmaron has invested in its people and facilities and established a broad spectrum of research, development, and manufacturing service capabilities throughout the entire drug discovery, preclinical, and clinical development process across multiple therapeutic modalities, including small molecules, biologics, and CGT products. With over 25,000 employees and operations in the US, UK, China, and Singapore. Pharmaron has an excellent track record in delivering R&D solutions to its partners in North America, Europe, Japan, and China. Collaborative Culture: You will thrive in our inclusive and collaborative environment, where teamwork and innovation go hand in hand. Here, your voice matters, and your contributions make a real impact. "Employees Number One" and "Clients Centered" are the core cultural values at Pharmaron. Our culture, which sets Pharmaron apart from other organizations, has evolved from our deep commitment to our employees, partners, and collaborators. Benefits: As part of our commitment to your well-being, we offer a comprehensive benefits package: • Comprehensive Medical, Dental & Vision Insurance with significant employer contributions, • 401(k) Retirement Plan with generous employer matching, • Generous Paid Time Off (PTO), Paid Sick Leave & Company Holidays to support work-life balance, • Employer-funded Health Savings Account (HSA) contributions (for eligible plans), plus Healthcare & Dependent Care Flexible Spending Accounts, • 100% Employer-paid Employee Life Insurance, AD&D, Short- and Long-Term Disability Insurance, • Employee Assistance Program (EAP), mental health resources, and wellness programs, • Family-friendly benefits, including fertility support and maternity resources, • Professional development and career growth opportunities within a leading global CRO/CDMO How to Apply: Ready to seize this incredible opportunity? Join us at Pharmaron and be part of a dynamic team driving innovation and excellence in biopharmaceutical research and development. Apply online today! As an Equal Employment Opportunity and Affirmative Action employer, Pharmaron values diversity and inclusion in the workplace, fostering an environment where all individuals are empowered to succeed. Join us in our mission to make a difference in the world of life sciences. #LI-JF1

Job Description Position Summary We are seeking a high -energy RCM Business Development Manager to lead our growth strategy. You will be responsible for identifying new market opportunities, securing high - value partnerships, and expanding our footprint in the Revenue Cycle Management sector. The ideal candidate isn’t just a salesperson; they are a st rategic advisor who understands the complexities of healthcare reimbursement and can articulate our value to providers and health systems. Essential Duties and Responsibilities: • Strategic Growth: Design and execute a robust sales pipeline to meet and exceed annual revenue targets within the RCM and medical billing space. • Lead Generation: Proactively identify and engage prospective clients through targeted outreach, networking, and industry research. • Relationship Management: Build deep, consultative relationships with C -suite executives, practice managers, and healthcare stakeholders. • Solution Architecting: Partner with internal operations teams to build customized RCM solutions that solve specific client pain points. • Market Intelligence: Stay ahead of industry shifts —including regulatory changes, payer trends, and AI -driven billing technologies —to keep our offerings competitive. • Full Sales Cycle: Manage the end -to-end process from initial pitch and proposal development to contract negotiation and closing. • Reporting: Track KPIs and sales metrics via CRM, providing regular insights and forecasts to the leadership team. • Brand Ambassadorship: Represent the company at major industry conferences and trade shows to build brand authority. Qualifications: • Experience: 5+ years of proven success in B2B business development, specifically within Revenue Cycle Management (RCM) or healthcare. • Industry Knowledge: Deep understanding of the full RCM lifecycle, including front - end eligibility, coding, claim submission, and denials management. • Communication: Exceptional presentation skills with the ability to translate complex billing data into a compelling value proposition. • Mindset: A self-starter who is results -oriented, resilient, and thrives in a fast -paced, competitive environment. • Tech Savvy: Proficient in CRM systems (HubSpot/Salesforce) and Microsoft Office. • Education: Bachelor’s degree in Business, Healthcare Administration, or a related field (MBA is a plus). • Travel: Ability to travel as required to meet clients and attend events. #VensureEmployerSolutions #LI-PROMOTED #LI-Onsite We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAbout the Role: Quality Auto Glass in South Plainfield, NJ is looking for an enthusiastic and customer-focused CSR Service Advisor to join our tight-knit and growing team! In this role, you'll be the first point of contact for our customers, helping them navigate auto glass replacement services, ADAS Recalibrations, and every adjacent offering with confidence and ease. If you take pride in helping people and thrive in a fast-paced environment, this is the opportunity for you! Position OverviewWe are looking for an exceptional, multi-talented Customer Service Representative / Service Advisor to become the operational backbone of our office. This is not a routine, transactional desk job. This is not an easy slow-moving day. This is not a punch-in/punch-out watch-the-clock type job. It is a highly specialized, niche role that requires you to wear many hats simultaneously. You will serve as the primary bridge between our customers, insurance providers, and technicians. Success in this position demands a sharp intellect, acute attention to detail, top-tier problem-solving skills, and the ability to juggle multiple moving parts without missing a beat. Responsibilities: • Greet and assist customers in person, over the phone, and via email with auto glass service inquiries, • Schedule and coordinate repair and replacement appointments efficiently, • Process insurance claims and work directly with insurance companies on behalf of customers, • Provide accurate estimates and explain service options, pricing, and timelines, • Follow up with customers to ensure satisfaction and confirm upcoming appointments, • Maintain accurate customer records and service documentation in the system, • Collaborate with technicians to ensure smooth workflow and timely service delivery, • Dispatch service technicians and establish daily routes, • Manage inventory Requirements: • Prior customer service or service advisor experience preferred, • Excellent verbal and written communication skills, • Ability to multitask and stay organized in a busy shop environment, • Experience working with insurance claims or auto glass industry is a plus, • Proficient in basic computer skills and scheduling software, • Friendly, professional, and solution-oriented attitude, • High school diploma or equivalent required Why Join Us?, • Competitive compensation package commensurate with experience., • A supportive, hands-on work environment where your contributions are genuinely noticed and valued. Being a second-generation family owned & operated business, our team is valued in both, a professional and personal manner; unlike anywhere else., • The opportunity to grow with a premier, highly respected local business in New Jersey. About Us: Quality Auto Glass has been a trusted name in auto glass repair and replacement in the South Plainfield, NJ area, delivering top-notch service that keeps customers coming back time and time again. For over 35 years now, our customers appreciate our reliability, fast turnaround, honest pricing, and expert craftsmanship. Our team enjoys a supportive work environment where quality work is recognized and every employee, from top to bottom, plays a vital role in our success. There's a reason we are Google's top rated auto glass service provider in New Jersey! Join our team and take pride in contributing to our standing.

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office. Responsibilities: • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns, • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications then provide clear, personalized recommendations, • Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products, • Provide IRS support, tax notice assistance, and audit guidance to clients as needed., • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment Required Qualifications: • Successful completion of the H&R Block Tax Knowledge Assessment 1, • Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns, • Experience working in a client facing, consultative, or advisory role, • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language, • Must complete continuing education and meet all other IRS and applicable state requirements, • High school diploma / GED / equivalent required Preferred Qualifications: • Bachelor's degree in accounting, finance or a related field, • 5+ years of experience in tax preparation, accounting, finance, bookkeeping, • CPA or Enrolled Agent (EA), or other IRS Circular 230 credential, • Experience completing complex returns, tax planning, audit support, or tax notice resolution, • Familiarity with GoSystem or Ultratax software, • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT), • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. 1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Pay Range Information: The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range: $15.92 - $80.00/Hr.

Job: Phlebotomist 3 Floater Location: Bound Brook, NJ Duration: 1 Month Shift: Available between 6:00 AM - 8 PM Monday - Saturdays Job Description: • The Phlebotomist III- Float represents the face of our company to patients who come to Quest Diagnostics, both as part of their health routine or for insights into life-defining health decisions., • The Phlebotomist III- Float draws quality blood samples from patients and prepares those specimens for lab testing while following established practices and procedures., • The Phlebotomist III- Float has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures to patients and drawing blood specimens in a skillful, safe and accurate manner., • The Phlebotomist III- Float is responsible in providing coverage at multiple locations for multiple roles. The Phlebotomist III- Float must ensure that daily activities of the Patient Service Center/Mobile/Long Term Care/In-Office Phlebotomy are completed accurately and on time., • The Phlebotomist III- Float demonstrates Leadership Behaviors while focusing on process excellence skills and sensitivity to confidentiality and accuracy to patient information., • Successful applicants may be assigned to work and direct daily activity in a doctor's office, a patient service center, in a house call environment, long term care or as business needs dictate., • Must be able to step in for a Phlebotomist III- Float and lead one or more PSR on site. Will be required to act as a coach, mentor, instructor, resource advisor for new employees and provide effective onboarding services to new clients., • They will also act as point of contact to staff on site and provide regular input to the group lead or supervisor., • The Phlebotomist III- Float may also focus on working with customers who have a high complexity and/or volume practice with a specialized focus requiring outstanding phlebotomy skills., • In addition, these practices require a higher level of customer facing skills including verbal and written communications, problem solving, and collaboration with multiple functions, such as: Sales, Laboratory Testing Services, IT connectivity, Billing, and Logistics due to their specialty and or complex test orders., • The Phlebotomist III- Float must be capable of handling multiple priorities in a high-volume setting. Required Education: 1. High school diploma or equivalent., 2. Medical training: medical assistant or paramedic training preferred., 3. Phlebotomy certification preferred. Required in California, Nevada, and Washington. Work Experience: 1. Five years phlebotomy experience required, inclusive of pediatric, geriatric and capillary collections., 2. Minimum 3 years in a PSC/IOP environment preferred., 3. Customer service in a retail or service environment preferred., 4. Keyboard/data entry experience. Phlebotomist, Phlebotomy, Phlebotomist Technician, Phlebotomy Technician, Mobile Phlebotomist, Medical Assistant, Technician, Certified Phlebotomy Technician Why TalentBurst? At TalentBurst, we deliver more than talent, we deliver outcomes. We partner with you to move quickly and connect you to opportunities aligned with your skills and long term growth. Backed by precision, transparency, and results, we connect top talent with leading organizations through trusted partnerships. We offer competitive compensation and comprehensive benefits, including medical, dental, vision, and retirement options. TalentBurst is an equal opportunity employer committed to an inclusive and diverse workforce.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, • Demonstrates a client-centric mindset, always acting in the best interest of the client, • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66), • Possesses industry knowledge and an understanding of investment products, • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience, • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities, • Is detail oriented, • Demonstrates a commitment to continuous learning and professional growth, • Exhibits sound judgment and discretion when handling sensitive information, • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, • Demonstrates professional verbal and written communication skills Skills: • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - NJ - East Brunswick - 2 TOWER CENTER BLVD (NJ7568)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Location: Bound Brook, NJ Onsite Flexibility: Onsite • Position Type: Contract, • Contract Duration: 1 month, • Pay Rate: $26.16$26.34 / Hour (USD), • Shift / Schedule: Available between 6:00 AM 8:00 PM, MondaySaturday, • Work Authorization: Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. The Phlebotomist Floater represents the face of the company to patients who come in both as part of their health routine or for insights into life-defining health decisions. The Phlebotomist Floater draws quality blood samples from patients and prepares those specimens for lab testing while following established practices and procedures. The Phlebotomist Floater has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures to patients and drawing blood specimens in a skillful, safe and accurate manner. The Phlebotomist Floater is responsible for providing coverage at multiple locations for multiple roles. The Phlebotomist Floater must ensure that daily activities of the Patient Service Center/Mobile/Long Term Care/In-Office Phlebotomy are completed accurately and on time. The Phlebotomist Floater demonstrates Leadership Behaviors while focusing on process excellence skills and sensitivity to confidentiality and accuracy to patient information. Successful applicants may be assigned to work and direct daily activity in a doctor's office, a patient service center, in a house call environment, long term care or as business needs dictate. Must be able to step in for a Phlebotomist Floater and lead one or more PSR on site. Will be required to act as a coach, mentor, instructor, resource advisor for new employees and provide effective onboarding services to new clients. They will also act as point of contact to staff on site and provide regular input to the group lead or supervisor. The Phlebotomist Floater may also focus on working with customers who have a high complexity and/or volume practice with a specialized focus requiring outstanding phlebotomy skills. In addition, these practices require a higher level of customer facing skills including verbal and written communications, problem solving, and collaboration with multiple functions, such as: Sales, Laboratory Testing Services, IT connectivity, Billing, and Logistics due to their specialty and/or complex test orders. The Phlebotomist Floater must be capable of handling multiple priorities in a high-volume setting. • Five years phlebotomy experience required, inclusive of pediatric, geriatric and capillary collections., • Keyboard/data entry experience., • Minimum 3 years in a PSC/IOP environment preferred., • Customer service in a retail or service environment preferred., • High school diploma or equivalent., • Medical training: medical assistant or paramedic training preferred., • Phlebotomy certification preferred. Required in California, Nevada, and Washington. This organization is the world's leading provider of diagnostic information services, serving one in three adult Americans every year and supporting half of the physicians and hospitals across the United States, with laboratory operations extending internationally. With nearly 50,000 employees, the organization operates at national scale while serving patients at the most personal level, employing laboratory scientists, logistics professionals, phlebotomists, patient service representatives, technologists, and business talent across its network. The company has built a culture around enriching the employee experience, expanding opportunity, and elevating belonging supported by eleven Employee Business Networks and structured professional development pathways that offer career depth and cross-functional exposure. GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. We highly value diverse and inclusive workplaces and support Fortune 500 organizations across banking, financial services, technology, life sciences, biotech, utilities, and retail sectors throughout the U.S. and Canada. Job Number: 26-13566 Industry: Healthcare #gttqst

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Advisor to serve our clients and prospects in our New Jersey region. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Financial Advisor helps customers assess their financial position and risk tolerance in order to build a financial plan. This individual enhances customer relationships and helps customers achieve their financial goals. In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment and insurance products while strictly adhering to corporate and regulatory guidelines. Essential Duties and Responsibilities • Grows and supports our employer-sponsored retirement plan business, with a primary focus on 401(k) plans., • Provides advisory guidance to plan sponsors and individual participants, ensuring plans are compliant, competitive, and aligned with organizational and employee readiness goals., • Works closely with employers, HR leaders, and participants to deliver education, investment guidance, enrollment support, and ongoing plan service., • Attends organizational sales meetings and conducts training as needed to help educate other business lines about wealth management products, services, and solutions., • Maintains an active role in community affairs to improve visibility in the area; serves on various civic committees to increase community involvement., • Shares information with others that may benefit from his/her expertise., • Contacts customer referral from business partners within 24 hours and solicits new business from prospective customers and COIs., • Attains and submits all required documents for each sale to Osaic and/or investment company promptly., • Attends Osaic compliance meetings. Maintains a thorough knowledge of the features and benefits of all products and services in order to ascertain customer needs and to sell in conjunction with these needs., • Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis., • Responds to inquiries relating to his/her particular area, or to requests from other personnel, customers, etc., within given time frames and within established policy., • Attends Osaic or Company sponsored training and seminars., • Actively seeks and engages in learning and development opportunities to ensure peak performance., • Coordinates specific work tasks with other personnel within the division as well as with other departments in order to ensure the smooth and efficient flow of information., • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness., • Enhances customer relationships and improves profitability through the sales of retail non-deposit Investment and Insurance products within a defined market territory as follows:, • Gathers necessary information and conducts customer interviews and sale appointments; provides Investment/Insurance recommendations to customers., • Follows up on all company and Osaic generated leads., • Conducts "Center of Influence" and "Small Business Owner" marketing., • Profiles existing book of business and conducts regular client review meetings to enhance client relationships and to take advantage of additional sale opportunities., • Solicits new business from present and prospective customers., • Serves as a member of the business development team; makes group sales calls (blitz) where these types of calls will improve the opportunity for new business development., • Achieves goals as part of the assigned division's annual operating plan., • Documents all communication (written or verbal) with customers in the Osaic note system., • Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems., • Report sales information and activity on a monthly basis in order that this information may be included as part of customer service and sales performance reports. Education & Qualifications • A B.S. or B.A. degree in a related field normally required., • Possess & Maintain (including CE requirements and renewal fees) valid FINRA and State Insurance Licensing Certifications, • A minimum of three (3) years' experience in related positions normally required. Skill(s) Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; a thorough knowledge of the features and benefits of all investment and insurance products; proficient PC skills, including knowledge of word processing, database, and spreadsheet programs; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 40 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Benefits • Medical and Prescription Drug Insurance, • Dental Insurance, • Vision Insurance, • Health Reimbursement, • Flexible Spending Account, • Dependent Care Flexible Spending Account, • Life and Accident Insurance, • Short- and Long-Term Disability, • Parental Leave, • 401(K) Retirement, • Employee Stock Purchase Plan, • Paid Time Off, • Paid Holidays (11), • Education Reimbursement, • Employee Assistance Program Pay Transparency We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. Salary Range: $60,932.00 To $125,000.00 Annually plus incentive compensation plan. Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity EmployerMinorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Supervises a team of administrators who are responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by continually assessing changing business and strategies, as well as providing expertise, tools and information to focus on growing investments. Acts as the escalation point for all clients assigned to the team and directs issue resolution and process changes to support client needs. Proactively identifies risk-related issues through review of qualitative and quantitative data, anticipates obstacles and then implements mitigating solutions. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items. Location expectations This role requires working from a U.S. Bank location three (3) or more days per week. Basic Qualifications- Bachelor's degree in accounting, finance or related field, or equivalent experience- 10 or more years of experience in alternative investments industry Preferred Skills/Experience- Working knowledge of Microsoft Office products- Thorough knowledge of Advent applications preferred- Advanced knowledge and understanding of portfolio accounting and the investment management industry- Excellent verbal and written communication skills- Proven team-oriented, leadership and organizational skills- CPA or CFA certification preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Northfield Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank branch located in Woodbridge, East Brunswick, Monroe, or Princeton, NJ. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. • Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate., • Providing comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions, • Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives., • Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements, • Delivering a high quality customer service experience during each customer interaction, • Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross-selling opportunities and to generate referrals back to the institution where appropriate, • Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. • High school diploma or equivalent (Bachelor's Degree Preferred), • Minimum of two (2) years investment sales experience (preferably in a financial institution), • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66, • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer, • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results, • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space, • Excellent knowledge of investment/insurance products and financial planning, • Strong self-motivation and ability to work independently, • Excellent verbal, written and interpersonal communication skills, • Possess strong organization skills, • Excellent customer service and business focus with a great attention to detail, • Effective research and analysis skills Pay Range: $70,000 - $90,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies in less than one minute. We are one of the top distributors of digital life insurance policies in the world. We have an in-house marketing team that is generating exclusive client requests for our advisors. We are the only organization in the industry that owns both the technology platform and the distribution channels. We will gross more than $250 million in premiums this year and we are valued at more than $3 billion. Our vision is to transform the life insurance industry with technology and business systems that create a frictionless experience for clients and provide cutting edge tools to our advisors. We have our own in-house marketing team that generates approximately 20,000 new client requests per week, exclusively for our advisors. We use a data driven approach that is constantly fine-tuned to find and be found by motivated clients who have a need and desire to buy life insurance. Our system includes targeted direct mail and digital content that goes out to homeowners. Those homeowners who are interested in what we offer will personally respond through an online link, scanning a QR code on the direct mail piece, or by calling in and requesting us to contact them and set a virtual appointment over zoom to review their options. There is no cold calling. Only those who have requested the information will be contacted. Our system is very effective allowing many of our advisors to earn over $120k in the first year regardless of experience. As a client advisor you will have access to our technology driven CRM to connect with clients who have requested a consultation, the automation will set a virtual appointment from home or anywhere to help them apply for the best plan for their needs. The system will send a calendar event with a one-click link to connect for the virtual meeting. Our full-time advisors will connect with 10 to 15 families per week. We provide ongoing training and support for our advisor partners. Some of our advisors start on a part-time basis and gradually move to full-time. In addition to generating client requests, we have created a Direct-to-Consumer platform for independent insurance advisors to leverage. This platform allows clients to buy an insurance policy on their own, from their desktop, laptop, tablet, or smartphone. The advisor who sent them to the site through a unique link gets paid the commission for the sale! Our client advisors earn income 24/7 by driving traffic from social media, your warm market, and clients who prefer to get coverage on their own time, while still meeting with other clients virtually! You as the client advisor have access to real-time dashboards for status updates on all applications so that you can track how your 24/7 storefront is performing. We are empowering our agents with leading-edge systems and technology. This is a 1099/commission-based position. The average compensation is about $1,000 per issued client application. Our average full-time advisors will enroll at least five clients per week. Our top advisors will protect 15 to 20 clients per week. You will earn overrides, bonuses, residuals, and all-expense-paid incentive travel. You are vested from day one. You may qualify for equity incentives. You may qualify for an agency contract, which gives you full ownership of your permanent residual income stream. This position is remote and combines the freedom and tax benefits of being an independent contractor, with the ongoing support and coaching from our team of experts who will help you every step of the way. You will be accountable for your activity and results. Rapid advancement into leadership is available. We are transforming the industry and we will provide the training, coaching, and tools you need to be a part of this great transformation. You will bring your drive, vision for your future, and desire to make an impact in the lives of others. • This is a remote position, • Be accountable for your activity and results, • Attend live zoom training sessions every week, • Lead by example, • Ask for help when you need it, • Commit to personal growth and development, • Attend national company events, • Demonstrate high moral character with every interaction, • Become a student of our business systems and methods

At Stout, we're dedicated to exceeding expectations in all we do we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Stout's Valuation Advisory professionals help clients gain confidence by bringing clarity to complex financial and valuation matters. As part of our Business Valuation and Litigation Support Group, you will play a critical role in delivering sophisticated analyses in high-stakes dispute environments. As a Senior Vice President, you will lead the execution of business valuation and litigation support engagements, serving as a key point of contact for clients and a trusted advisor on complex financial matters. You will work across a variety of disputes, including family law and commercial litigation, providing analyses that stand up to scrutiny in mediation, arbitration, and trial. You will also contribute to the growth of the practice through mentorship, client relationship development, and involvement in business development initiatives. What You'll Do: • Lead business valuation and litigation support engagements, including the valuation of businesses, securities, and intangible assets, • Apply advanced valuation methodologies, including discounted cash flow analyses, capitalization of earnings, guideline public company and transaction methods, and complex financial modeling, • Oversee analyses related to mergers and acquisitions, purchase price allocations, stock options, and economic damages, • Review and finalize detailed written valuation and expert reports for client use, including in legal proceedings, • Serve as a primary point of contact for clients, managing relationships, expectations, and deliverables throughout the engagement lifecycle, • Direct and perform income analysis and financial tracing assignments in litigation contexts, • Participate in and lead client meetings, depositions, and due diligence discussions as needed, • Conduct and oversee company, industry, and economic research to support conclusions and expert opinions, • Analyze macroeconomic and industry-specific trends and articulate their impact on valuation conclusions, • Manage multiple concurrent engagements, including budgeting, staffing, timelines, and quality control, • Supervise, mentor, and develop junior team members, providing guidance and performance feedback, • Collaborate with senior leadership on engagement strategy and practice development initiatives, • Support business development efforts through client outreach, proposal development, and networking activities What You Bring: • 5+ years of experience in business valuation, litigation support, or a related field, with demonstrated experience in dispute contexts, • Bachelor's degree in Finance, Accounting, Economics, or a related field (advanced degree a plus), • Strong command of valuation theory, financial modeling, and accounting principles, • Experience managing projects and leading teams in a professional services environment, • Proven ability to prepare and review valuation reports and analyses for litigation purposes, • Proficiency in Excel, Word, and PowerPoint, with advanced modeling capabilities, • Excellent written and verbal communication skills, including the ability to present complex financial concepts to clients, attorneys, and other stakeholders, • Strong analytical and problem-solving skills with exceptional attention to detail, • Ability to manage multiple priorities and deadlines in a fast-paced environment, • Professional presence with strong interpersonal and client relationship skills, • Experience in areas such as forensic accounting, economic damages, fraud analysis, or financial investigations is a plus, • Professional certifications such as CFF, CFE, CVA, ASA, ABV, CFA, or CPA are strongly preferred How You'll Thrive: • Take ownership of engagements and lead with accountability, delivering high-quality, defensible work products, • Build trusted relationships with clients, attorneys, and internal stakeholders, • Demonstrate leadership through mentorship, collaboration, and knowledge sharing, • Apply critical thinking and creativity to solve complex financial and valuation challenges, • Communicate clearly and confidently in both written and verbal settings, including high-pressure environments, • Contribute to a positive, team-oriented culture while driving results, • Embrace an entrepreneurial mindset to support practice growth and innovation Work Environment: This role operates in a hybrid to remote work environment, depending on team and client needs. Why Stout? At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals. Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. Learn more about our benefits and commitment to your success. The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $145,000.00 - $300,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here.

Job Description Altic is InvestCloud's rules-based digital execution network for private markets. It connects asset managers and general partners on one side with wealth managers and their platforms on the other, and coordinates the service providers between them against a single shared operating standard. Altic exists because wealth management is entering a structural transition in which private markets are increasingly expected to function inside managed and discretionary portfolio environments. However, existing private markets infrastructure was largely designed for: • Institutional workflows, • Low transaction volumes, • High-touch operations, • Document-centric processing Managed-account environments introduce fundamentally different requirements: • Higher operational scale, • Increased lifecycle activity, • Smaller ticket sizes, • Model-driven portfolio construction, • Significantly greater workflow coordination demands Public markets solved this decades ago through shared infrastructure and common standards. Private markets have not, and that is now the binding constraint on how far they can scale inside wealth portfolios. APL provides the managed account operating foundation. PM+ enables private investments to be managed alongside public assets. Altic provides the network and lifecycle coordination layer that makes private markets operations work at managed-account scale. A network is only as good as who is on it. Altic works because the firms that actually process private markets activity - custodians, transfer agents, fund administrators and the wider service ecosystem - are commercially signed up to it and operating to its standard. Building that participant base determines how quickly Altic scales. InvestCloud is seeking a senior partnerships leader to build and own the custodian side of the Altic network. Custodians are among the most consequential participants: they hold the assets, they sit in the path of every advisor allocation, and their operating standards determine what a wealth manager can realistically offer. The US custodian market is concentrated. A small number of counterparties matter enormously, cycles are long, and decisions are made across custody operations, alternative investments, risk, legal and platform teams simultaneously. Success depends on depth - building genuine sponsorship inside a defined set of named accounts and navigating each institution through to a signed agreement. This is not a traditional business development role. It is a founding commercial position, working directly with PMN leadership, Legal and Product, responsible for building the custodian base the Altic network depends on to scale. Why This Role Is Different Altic is a fully funded, capitalized operating business inside InvestCloud, whose clients represent more than 40 percent of the $132 trillion of assets under management globally. The platform is built. What determines how fast it scales now is which firms are commercially signed up to it. This role offers: • Ownership of an entire side of a network, not a territory or a quota, • Commercial authority: you structure the deal, you run the negotiation, you sign the partner, • A named seat with the custodians that matter, at a point where the operating standard for private markets in wealth is still being set, • A small, AI-native team that automates its own work after asking anyone else to, • The remit to extend into other network participant types as the network grows You won't be handed a partner list and a target. You'll decide which custodians matter, and go and get them. Key Responsibilities Account Planning & Market Coverage • Map the US custodian landscape and define the named account list PMN leadership and Product plan against, • Build and maintain account plans for each priority custodian, mapping stakeholders across custody operations, alternative investments, risk, legal and platform teams, • Use AI-native tooling to keep account intelligence, stakeholder mapping and diligence continuous rather than periodic, • Keep PMN leadership able to forecast the network build accurately, with an honest read on where each account genuinely sits Commercial Structuring & Negotiation • Own commercial conversations end to end with prospective custodian partners, including pricing, deal structure and service commitments, • Build internal sponsorship inside each custodian and convert multi-stakeholder review into a signed agreement, • Run contract negotiations directly, working alongside Legal through to signature, • Balance Altic's network economics against custodian-specific requirements, holding the network standard where bespoke requests would fragment it and escalating the genuine exceptions rather than absorbing them Relationship Ownership • Act as the named relationship owner for custodian partners across the full lifecycle, from first contact through renewal, • Run the ongoing relationship cadence covering operational performance, escalations and commercial renewals, • Represent custodian requirements into Altic's roadmap early enough to shape it, rather than surfacing them during integration Cross-Functional Delivery • Manage the handoff from signed agreement into Product and Engineering integration scoping, • Remain engaged through integration so custodians have a single, consistent point of contact, • Escalate partner-side risks and blockers to the appropriate internal owner after they become delivery issues Basic Qualifications • 7–10 years in commercial partnerships, business development or strategic relationship management within financial services, • Demonstrated experience sourcing, negotiating and closing commercial agreements with large financial-services counterparties, • Direct working experience with US custodians, broker-dealers or bank custody operations, • Experience running long, multi-stakeholder enterprise cycles inside large financial institutions through to signature, • Experience structuring pricing and running contract negotiations directly, working alongside Legal Preferred Qualifications • Existing relationships within US custodian platforms, • Working knowledge of alternative investment operations at a custodian, including safekeeping, settlement and asset servicing for registered semi-liquid structures, • Experience owning commercial and operational relationships with financial-services firms over multiple years rather than single transactions, • Actively uses AI and modern research tooling in commercial work - this is how PMN operates day to day, • Experience in a network, platform or infrastructure business where commercial terms must be standardized across many counterparties, • Experience as an early or founding commercial hire About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with co