Trabajos client advisor en Plainview, New YorkCrear alertas

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

Job DescriptionSenior Bookkeeper / Office Administrator $38/hour | Full-Time | Westbury, NY (On-Site) About the Role We are seeking a highly experienced and detail-oriented Senior Bookkeeper / Office Administrator to take full ownership of our day-to-day accounting operations. This is a hands-on, high-responsibility role focused on maintaining accurate financial records, managing cash flow visibility, and ensuring operational discipline across accounts receivable and payable. You will report directly to ownership and work closely with an external accounting advisor. Key Responsibilities Accounts Receivable (A/R) – Full Ownership • Generate and manage all client invoicing, • Track incoming payments and outstanding balances, • Proactively follow up on collections (email and phone), • Maintain accurate A/R reporting and aging Accounts Payable (A/P) – Full Ownership (No payroll) • Process vendor bills accurately and on time, • Manage payment schedules and approvals, • Maintain organized vendor records and documentation Reconciliation & Financial Accuracy • Perform monthly bank and credit card reconciliations, • Maintain clean and accurate general ledger, • Ensure all financial data is properly recorded and categorized, • Identify discrepancies and resolve issues proactively Systems & Process Discipline • Maintain strict accuracy within QuickBooks Online, • Ensure consistency between operational activity and financial records, • Help improve and enforce internal processes and controls What We're Looking For Required Experience • Strong, hands-on experience with QuickBooks Online (required), • Proven experience managing both Accounts Receivable and Accounts Payable independently, • Experience in construction, trades, or project-based businesses (required), • Solid understanding of accounting fundamentals and financial workflows This role requires strong, real-world QuickBooks Online experience - not basic familiarity. Technical Skills • Proficiency in Microsoft Office 365 (Excel, Outlook, OneDrive, etc.), • Strong organizational and documentation skills Core Traits • Extremely detail-oriented and process-driven, • Proactive problem solver, • Comfortable taking ownership and working independently, • Strong communication skills, especially around financial matters Compensation & Schedule • $38/hour (full-time), • Monday–Friday, 9:00 AM – 5:00 PM (on-site), • Benefits include medical insurance, 401(k), paid holidays, and PTO Why This Role Stands Out • Full ownership of accounting operations, • Direct exposure to ownership and business decision-making, • Ability to bring structure and improve systems, • High-impact role within a growing company

Job Description Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $100,000 - $150,000 commission based Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Bachelor’s degree in business administration, finance, or related field is required, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred About Company We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

Job Description Recruiter (2-4 Years Experience) Carle Place, NY | Hybrid Schedule About Judit Inc. We are a rapidly growing staffing and workforce solutions firm specializing in healthcare, information technology, engineering, finance, operations, administrative, and professional staffing solutions. We partner with commercial, healthcare, and government organizations across the United States to deliver high-quality talent and workforce solutions. As our organization continues to expand, we are seeking an experienced Recruiter who is ready to take the next step in their career. This is an opportunity to join a growing team, work directly with leadership, and play a key role in shaping the future of our U.S. recruiting organization. Position Overview We are looking for a motivated Recruiter with 2-4 years of recruiting experience who thrives in a fast-paced agency environment. The ideal candidate is comfortable managing multiple requisitions simultaneously, sourcing passive candidates, building talent pipelines, and driving candidates through the full recruitment lifecycle. This position offers significant opportunities for growth, leadership development, and advancement as we continue to expand nationally. Responsibilities • Manage the full recruitment lifecycle from sourcing through offer acceptance, • Support hiring initiatives across Engineering, Operations, Sales & Marketing, Information Technology, Administrative, Finance & Accounting, and Healthcare positions, • Source active and passive candidates using LinkedIn, job boards, networking, referrals, and recruiting databases, • Conduct candidate screening interviews and evaluate qualifications against client requirements, • Build and maintain candidate pipelines for current and future hiring needs, • Coordinate interviews and manage communication between candidates and hiring managers, • Develop strong relationships with candidates and serve as a trusted career advisor, • Maintain accurate records within our Applicant Tracking System (ATS), • Meet recruiting performance metrics including candidate submissions, interviews, placements, and client satisfaction, • Collaborate with recruiting leadership to improve sourcing strategies, recruiting processes, and team performance, • Contribute to the growth and development of the recruiting organization Qualifications Required • 2-4 years of recruiting experience, • Experience working in a staffing agency, search firm, or high-volume recruiting environment, • Strong sourcing skills and experience identifying passive candidates, • Excellent verbal and written communication skills, • Ability to manage multiple priorities in a fast-paced environment, • Strong organizational and time management skills, • Results-driven mindset with a sense of urgency Preferred • Experience recruiting within healthcare, information technology, engineering, finance, operations, or professional services, • Experience using LinkedIn Recruiter, Indeed, Monster, ClearanceJobs, or similar sourcing platforms, • Experience working with Applicant Tracking Systems (ATS) (Crelate preferred), • Track record of achieving recruiting goals and performance metrics What We Offer • Competitive compensation, • Performance-based incentives, • Hybrid work schedule, • Flexible work environment, • Career advancement opportunities, • Direct exposure to executive leadership, • Opportunity to help shape and build a growing recruiting organization, • Collaborative, entrepreneurial team culture, • Access to a diverse portfolio of clients and industries Why Join Judit? We are not looking for someone to simply fill jobs. We are looking for someone who wants to help build something. With more than 70 active openings across multiple industries and continued company growth, this role provides a unique opportunity to develop your recruiting career while helping shape the future of our U.S. recruiting team. If you are looking for greater responsibility, leadership opportunities, and a chance to make a meaningful impact, we would love to hear from you.

Job Description Alcott HR is searching for an experienced Payroll Specialist to join our team in Farmingdale. Reporting to our Payroll Manager, you will be responsible for processing payrolls across multiple states, advising clients on payroll-related matters, delivering exceptional customer service, and collaborating with team members as needed. Here's what you'll do: • Serve as a key advisor to clients on payroll-related matters, ensuring compliance and accuracy., • Address client inquiries and resolve payroll issues in a professional and efficient manner., • Establish and maintain strong client relationships to deliver exceptional customer service., • Stay up to date with payroll processing systems, industry best practices, and evolving wage and tax laws at the federal, state and local levels., • Collaborate with internal teams to enhance payroll operations and ensure seamless service delivery. You are someone who has: • Minimum of 3 years' experience in multi-state payroll processing, • Client facing payroll processing experience preferred, • FPC or CPP preferred, • Understanding of federal and state employment regulations, strong familiarity with wage and hour regulations, • Strong internal and external customer service mindset, • Proficiency in technology with experience using various HRIS platforms, • Advanced proficiency in MS Office Suite (Excel, Word, Outlook, PowerPoint), • Bachelor's Degree in a related field, or equivalent years of education and experience. Compensation: $28.85 - $32.70 an hour ($60,000- $73,000 annually) commensurate with experience. About Alcott HR At Alcott HR, we have a Passion for People and Performance™. We empower leaders to focus on their core business purposes and meaning which enables them to more quickly and efficiently grow their business. Alcott HR provides clients and business owners with customized solutions for running their business, including HR best practices, regulatory compliance, payroll, training and development, employee benefits, risk management support, workers' compensation insurance and employment related administration. We serve a diverse group of successful profit and not for profit businesses across the U.S. Get to know us by visiting www.alcotthr.com. Alcott HR provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Alcott HR complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/ Compensation: $60,000 - $100,000 yearly Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Qualifications: • Must possess uncompromising integrity and the ability to communicate complex ideas, • Must have the ability to successfully network and prospect for new clients, • Relationship management skills are required About Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job DescriptionAbout EmplovaEmplova is a boutique PEO delivering high-touch HR, payroll, benefits, and compliance solutions to clients who expect precision, expertise, and proactive guidance. We operate as a lean, high-performing team where ownership is real, expectations are high, and our clients rely on us to get it right the first time.About the RoleWe are seeking a Client Success Director to manage and grow a portfolio of clients, serving as their primary point of contact and trusted advisor. This role blends strategic advisory with hands-on execution. You will lead client relationships, guide HR strategy, and ensure seamless delivery across payroll, benefits, and compliance—stepping in as needed to resolve issues and drive outcomes.Key Responsibilities • Own a portfolio of clients and serve as their primary point of contact, • Build strong relationships with client leadership and provide proactive HR guidance, • Advise on employee relations, compliance, performance management, and workforce strategy, • Ensure accurate and timely execution of payroll, benefits, and HR processes in partnership with internal teams, • Troubleshoot and resolve issues across HR, payroll, benefits, and HRIS platforms, • Lead client onboarding and implementation to ensure a smooth transition and strong foundation, • Conduct trainings for clients and employees on HR best practices and system usage, • Partner cross-functionally with Payroll, Benefits, Compliance, and HR teams to deliver a seamless client experience, • Identify risks, recommend solutions, and help clients stay compliant and well-positioned What Success Looks Like, • You take full ownership of your clients and follow through on every detail, • You deliver complete, accurate, and proactive solutions, • You balance strategic thinking with hands-on execution, • You build trust quickly and confidently advise client leadership, • You operate with urgency, organization, and accountability Qualifications, • 5+ years of HR, PEO, or HR consulting experience in a client-facing role, • Strong knowledge of HR compliance, payroll, benefits, and employee relations, • Experience managing multiple clients or accounts simultaneously, • Excellent communication and relationship management skills, • Strong problem-solving skills and ability to navigate complex situations, • Highly organized with strong attention to detail, • Experience with HRIS/payroll systems (PrismHR a plus), • Bachelor’s degree or equivalent experience Who You Are, • A proactive, solutions-oriented professional who takes initiative, • Comfortable operating in a fast-paced, high-expectation environment, • Equally effective advising leadership and handling execution-level details, • Accountable, reliable, and committed to delivering high-quality work Why Join Emplova, • High-impact role with direct client ownership, • Collaborative, high-performing team, • Opportunity to work across a diverse client base, • Exposure to complex and meaningful HR work, • A culture built on accountability, quality, and continuous improvement Powered by JazzHR lx0ZvIkc2M

Job Description Are you an ambitious professional looking to accelerate your career with a premier financial service company? Blue Ocean Wealth Solutions, LLC empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. Our firm delivers comprehensive solutions across Insurance, Investments, Retirement Planning, Employee Benefits, and Property & Casualty* strategies. We are seeking a Financial Advisor who is passionate about financial planning, building long-term client relationships, and delivering thoughtful, customized life financial planning guidance. This role is based on-site in our East Hills, Long Island, New York office. Blue Ocean Wealth Solutions has been proudly recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island/Long Island Press. Key Responsibilities • Client Relationship Management: Develop and nurture trusted client relationships through detailed needs assessments. Identifying financial priorities, objectives and risk profiles through detailed need assessments., • Customized Solutions: Deliver tailored recommendations in finance and wealth management, including investment strategies, retirement planning, insurance planning, and fee-based financial plans, and wealth management services., • Team Collaboration: Partner with our in-house Financial Planning Team** and internal specialists to create integrated, multi-generational wealth solutions., • Portfolio Analysis: Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions., • Market Monitoring: Track industry developments, regulatory updates, and market trends to provide informed, timely guidance., • Business Development: Proactively grow your book of business through referrals, networking, and strategic prospecting initiatives., • Onboarding Support: Lead clients through the discovery process, account setup, and required documentation. Qualifications • Communication: Strong interpersonal and relationship-building skills., • Drive: Goal-driven mindset with demonstrated success in sales or business development., • Work Style: Ability to work autonomously while contributing effectively within a collaborative team environment. Why Join Blue Ocean Wealth Solutions, LLC? • High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $100,000–$200,000*., • Full Benefits Package: Medical, dental, vision, HSA, FSA, and a 401(k) with company match., • Mentorship: Direct partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs., • Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group)., • Training & Development: Structured six-month Executive Training Program with continued personalized coaching from a locally based Executive Leadership Team., • Product Independence: Ability to offer non-proprietary insurance solutions through third-party partnerships., • Culture: Modern, technology-driven office environment with a strong team-oriented culture, firm-wide awards, and incentive programs. · We encourage motivated individuals to apply seeking a rewarding career as a Financial Representative in a high-performance culture that pairs uncapped earning potential with deeply fulfilling client impact. Visit our website at www.blueocean.us.com to learn more about our culture of excellence in finance and wealth management. #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. Disclaimers: *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. *The average expected first-year earnings range is an approximate figure based on historical performance. 401(k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Company DescriptionEach day with passion and enthusiasm, we embrace our clients’ financial well-being as our own because we know just how essential financial decisions are in helping you secure your dreams and protecting the ones you love.Each day with passion and enthusiasm, we embrace our clients’ financial well-being as our own because we know just how essential financial decisions are in helping you secure your dreams and protecting the ones you love.

Job DescriptionAbout Us Zicana Surfaces is a luxury design and fabrication company specializing in high-end natural and engineered stone surfaces. We work with discerning homeowners, interior designers, architects, and builders to deliver exceptional, design-driven spaces. Our showroom experience, product quality, and execution set us apart - and we are growing. The Opportunity We are seeking a high-performing, client-facing Luxury Design Sales Consultant to join our team. This is a relationship-driven, consultative sales role - not a transactional retail position. You will work with high-end clients on meaningful projects, guiding them from initial consultation through design, quoting, and closing. If you are someone who thrives in a design-oriented environment and enjoys building relationships while driving revenue, this is a strong opportunity. What You'll DoClient Engagement & Sales • Conduct showroom consultations with homeowners, designers, and trade clients, • Understand client needs and translate them into design-driven solutions, • Build trust and act as a luxury advisor throughout the processBusiness Development, • Prospect and develop relationships with:, • Interior designers, • Builders, • Architects, • Generate new opportunities and maintain an active pipelineDeal Management, • Prepare quotes and proposals, • Follow up consistently with clients, • Work in Salesforce CRM, • Guide clients through material selection and project decisions, • Close deals and drive revenue growthBrand Representation, • Deliver a high-end, professional client experience, • Represent Zicana's brand with attention to detail and professionalismCompensationBase Salary, • $65,000 annually (paid weekly, hourly equivalent)Commission Structure, • 2.5% on annual sales up to $999,999, • 3.5% on $1,000,000 – $2,160,000, • 4.5% on sales above $2,160,000Earnings Potential, • On-target earnings: ~$125,000+, • High performers: $150,000–$170,000+ Commissions are paid monthly based on signed contracts with deposits received. Schedule • Full-time: 5 days/week, • 9:00 AM – 5:00 PM, • Includes rotating Saturdays (with a weekday off)What We're Looking ForCore Traits, • Strong communicator with polished, professional presence, • Detail-oriented and highly organized, • Self-motivated with strong follow-through, • Comfortable working with high-end clienteleExperience, • 2+ years in sales (preferably consultative or design-related), • Experience in one or more of the following is a plus:, • Interior design, • Stone, tile, cabinetry, or construction sales, • Luxury retail or showroom salesWhy This Role Stands Out, • Work on high-value, design-driven projects, • Engage with top-tier clients and professionals, • Strong earning potential with uncapped upside, • Supportive internal team that helps you focus on selling, • Opportunity to grow within a premium brandTo Apply Please submit your resume along with a brief note describing your experience in consultative or client-facing sales.

Job Description Alcott HR is searching for a Benefits Solutions Consultant to support our employee benefits services and serve as a key resource for products, carrier relationships, plan design strategy, and benefits administration. As part of a Professional Employer Organization (PEO), this role helps employers leverage the expertise and buying power of Alcott's benefits platform to enhance their employee programs. This role works closely with sales, implementation, client service, underwriting and service teams to help deliver effective benefits solutions for clients and prospects. The ideal candidate possesses strong knowledge of employee benefits and the consultative skills necessary to advise employers, prospects, brokers, and internal stakeholders on strategic benefits decisions. They are equally comfortable explaining a complex funding arrangement to a CFO, training internal teams on a new product offering, or troubleshooting a challenging enrollment issue. This individual will play an important role in maintaining Alcott's competitive benefits portfolio, supporting growth initiatives, and helping clients maximize the value of their employee benefits programs. Responsibilities: Benefits Product Expertise • Maintain detailed knowledge of carrier products, network structures, medical, dental, vision, life, disability, voluntary, and ancillary benefit offerings., • Working knowledge of funding arrangements, and employee benefits trends., • Support the development and maintenance of benefit product documentation, training materials, and client-facing resources. Strategic Client Consulting • Consult with prospective and existing clients on benefit plan options, employee experience considerations, and benefits best practices., • Participate in meetings, sales presentations, and strategic client discussions., • Assist employers in balancing competitiveness, affordability, compliance, and workforce objectives., • Explain funding arrangements and carrier options to clients and prospects, partnering with team members on more complex analyses. Sales & Business Development Support • Partner with sales consultants to position Alcott's benefits offerings effectively., • Conduct benefits-focused discovery conversations with prospects., • Assist in responding to RFPs and complex prospect inquiries., • Support preparation of competitive comparisons and proposal materials., • Collaborate on broker and referral partner education initiatives. Internal Enablement • Collaborate with internal teams to support client and prospect needs., • Share benefits knowledge and market insights with colleagues., • Assist with client-facing educational materials and presentations. Client Support & Relationship Management • Serve as a trusted benefits resource for clients throughout the plan year., • Assist clients with benefits-related questions, enrollment concerns, and plan education., • Conduct employee benefit meetings and open enrollment presentations., • Partner with implementation and client service teams to support a positive client experience., • Identify opportunities to enhance client satisfaction and employee engagement. Qualifications • 3+ years of employee benefits experience, • Experience in a PEO brokerage, carrier, consulting, or benefits administration environment strongly preferred., • Strong understanding of group health insurance products and employee benefits programs., • Health insurance producer license preferred., • Experience advising employers on benefits strategy., • Strong presentation and relationship management skills., • Ability to explain complex concepts to both technical and non-technical audiences., • Proficiency with Microsoft Excel and benefits administration technology., • Knowledge of underwriting methodologies and renewal analysis. Why This Role Matters Employee benefits are often the single largest area of spend and one of the most important talent attraction and retention tools for employers. The Benefits Product Specialist ensures Alcott remains a trusted advisor by combining deep technical expertise with practical business guidance, helping clients make smarter benefits decisions while strengthening Alcott's market differentiation. Compensation: $80,000 - $100,000 annually commensurate with experience. About Alcott HR At Alcott HR, we have a Passion for People and Performance™. We empower leaders to focus on their core business purposes and meaning, which enables them to more quickly and efficiently grow their business. Alcott HR provides clients and business owners with customized solutions for running their business, including HR best practices, regulatory compliance, payroll, training and development, employee benefits, risk management support, workers' compensation insurance and employment related administration. We serve a diverse group of successful profit and not for profit businesses across the U.S. Get to know us by visiting www.alcotthr.com. Alcott HR provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Alcott HR complies with applicable state and local laws governing nondiscrimination in employment in every location in

Job Description Alcott HR is searching for a Manager of Benefits Solutions to serve as our subject matter expert for employee benefits products, carrier relationships, plan design strategy, and benefits administration. As part of a Professional Employer Organization (PEO), this role helps employers leverage the scale, expertise, and buying power of Alcott's benefits platform to enhance their employee programs. This position bridges the gap between product management, benefits consulting, underwriting, sales, implementation, and client service. The ideal candidate possesses both deep technical expertise in employee benefits and the consultative skills necessary to advise employers, prospects, brokers, and internal stakeholders on strategic benefits decisions. They are equally comfortable explaining a complex funding arrangement to a CFO, training internal teams on a new product offering, or troubleshooting a challenging enrollment issue. This individual will play a critical role in maintaining Alcott's competitive benefits portfolio, supporting growth initiatives, and helping clients maximize the value of their employee benefits programs. Responsibilities: Benefits Product Expertise • Serve as the organization's subject matter expert on medical, dental, vision, life, disability, voluntary, and ancillary benefit offerings., • Maintain detailed knowledge of carrier products, network structures, funding arrangements, underwriting methodologies, and emerging market trends., • Evaluate carrier renewals, product enhancements, and new market opportunities., • Monitor legislative and regulatory developments impacting employee benefits., • Support the development and maintenance of benefit product documentation, training materials, and client-facing resources. Strategic Client Consulting • Advise prospective and existing clients on benefit strategy, plan design, contribution modeling, and employee experience considerations., • Participate in finalist meetings, sales presentations, and strategic client discussions., • Assist employers in balancing competitiveness, affordability, compliance, and workforce objectives., • Provide guidance on funding arrangements including fully insured, level-funded, and alternative funding options where applicable., • Support large client renewals and complex benefits discussions. Sales & Business Development Support • Partner with sales consultants to position Alcott's benefits offerings effectively., • Conduct benefits-focused discovery conversations with prospects., • Assist in responding to RFPs and complex prospect inquiries., • Develop competitive analyses comparing Alcott's offerings against market alternatives., • Support broker and referral partner education initiatives. Internal Enablement • Train sales, client service, underwriting, and implementation teams on benefit products and market developments., • Serve as an escalation point for complex benefits-related questions., • Create educational content and resources for internal stakeholders., • Collaborate with underwriting and pricing teams to ensure accurate product positioning. Product Development & Vendor Management • Evaluate new carrier partnerships and product opportunities., • Participate in carrier negotiations and annual strategic reviews., • Analyze enrollment trends, utilization data, and client feedback., • Identify opportunities to improve product offerings, administration, and client experience., • Support implementation of new benefits products and services. Qualifications • 6+ years of employee benefits experience in a PEO (preferred), brokerage, carrier, consulting, or benefits administration environment., • Deep understanding of group health insurance products and employee benefits programs., • Health insurance producer license preferred., • Experience advising employers on benefits strategy and plan design., • Strong presentation and consultative communication skills., • Ability to explain complex concepts to both technical and non-technical audiences., • Strong analytical and problem-solving abilities., • Proficiency with Microsoft Excel and benefits administration technology., • Knowledge of underwriting methodologies and renewal analysis., • Experience with isolved or similar HRIS/benefits administration platforms. Why This Role Matters Employee benefits are often the single largest area of spend and one of the most important talent attraction and retention tools for employers. The Benefits Product Specialist ensures Alcott remains a trusted advisor by combining deep technical expertise with practical business guidance, helping clients make smarter benefits decisions while strengthening Alcott's market differentiation. Compensation: $100,000 - $130,000 annually commensurate with experience About Alcott HR At Alcott HR, we have a Passion for People and Performance™. We empower leaders to focus on their core business purposes and meaning, which enables them to more quickly and efficiently grow their business. Alcott HR provides clients and business owners with customized solutions for running their business, including HR best practices, regulatory compliance, payroll, training and development, employee benefits, risk management support, workers' compensation insurance and employment related administration. We serve a diverse group of successful profit and not for profit businesses across the U.S. Get to know us by visiting www.alcotthr.com. Alcott HR provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Alcott HR complies with applicable state and local laws governing nondiscrimination in employment in every location in

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $100,000 at plan yearly Responsibilities: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Qualifications: • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Client Service Associate, Insurance & Wealth Management Support Location: Melville, NY | In Office Schedule: Full-time | Monday to Friday in the office, with occasional work-from-home flexibility Compensation: $80,000 to $95,000 base salary, depending on experience | Bonus potential | Profit sharing eligibility About the Role Our client, a growing wealth advisory firm, is hiring a detail-oriented and service-minded Client Service Associate to support day-to-day life insurance underwriting and servicing, investment account servicing, client service operations, and annuity processing. This role is ideal for an experienced insurance and wealth management client service professional who can step in with strong operational judgment, manage multiple priorities, learn quickly, and keep complex client, advisor, insurance, and internal workflows moving with accuracy and follow-through. This is a strong long-term opportunity for someone who wants to grow within a collaborative financial services firm and be part of a team that takes a coordinated, relationship-first approach to serving clients. What You’ll Do • Support the life insurance underwriting process, including applications, medical exam coordination, APS requests, carrier follow-up, and policy issuance steps, • Prepare, review, and process client paperwork for new accounts, account updates, annuities, insurance, and ongoing servicing needs, • Support investment account openings, account maintenance, ACAT transfers, money movement requests, and other service items, • Coordinate with custodians, broker-dealer partners, insurance carriers, vendors, advisors, and internal team members to keep client work moving forward, • Track open service items, outstanding paperwork, underwriting requirements, and next steps to ensure timely follow-through, • Maintain accurate and organized client records, documentation, and account-related files, • Assist with the preparation of client meeting materials and provide administrative and operational support to advisors, • Serve as a professional point of contact for client service questions related to investment accounts, annuities, insurance, and paperwork, • Help improve internal workflows, tracking systems, and service processes as the firm continues to grow, • Over time, support additional operational workflows related to retirement plans, pensions, and broader planning needs as the role evolves What We’re Looking For • 4+ years of hands-on experience in wealth management operations, client service, investment account support, insurance/annuity processing, or a similar financial services support role, • Strong working knowledge of investment account servicing, client documentation, custodial processes, transfers, money movement, and account maintenance workflows, • Exposure to life insurance underwriting, annuity processing, or insurance carrier workflows is strongly preferred, • High-capacity multitasker who can manage competing priorities, track details carefully, and adapt as client, advisor, and team needs shift, • Strong intellectual curiosity, sound judgment, and ability to quickly understand processes, systems, and client workflows, • Professional, warm, and polished communication style with clients, advisors, and other stakeholders, • Team-oriented, highly responsive, and comfortable operating in an information-rich environment where details and follow-through matter, • Interest in building a long-term career within wealth management, insurance, and financial planning, • Experience with Cetera, Redtail CRM, Black Diamond, custodial platforms, broker-dealer systems, or similar wealth management technology is a strong plus, • Bachelor’s degree strongly preferred; will consider candidates with strong relevant experience, • Life & Health insurance license is a plus, or a willingness to obtain after hire, • Investment licenses are not required; candidates with active licenses or an interest in pursuing investment licensing over time are welcome. Why This Role • Stable, full-time opportunity with a growing RIA and broker-dealer affiliated firm managing more than $375 million in AUM, • Meaningful exposure to investment and insurance operations, advisor support, and high-touch client service, • Collaborative team environment with mentorship from experienced professionals, • Competitive compensation with annual bonus potential and profit-sharing eligibility, • Medical benefits, 401(k) with employer match, generous PTO, and summer Fridays

Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points. Comfort working asynchronously and independently in a remote setting.

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

About MediSys Health Network & The Transformation Group+ (TTG) The Transformation Group+ (TTG) is a dedicated healthcare Managed Service Organization (MSO) and professional services firm. TTG’s team of healthcare specialists, analysts, and developers is united by a mission to strengthen healthcare operations through smart, reliable, and purpose‑driven technology. Our deep understanding of clinical and operational workflows allows us to build solutions that go beyond IT, helping providers deliver better care, improve outcomes, and work more efficiently. MediSys Health Network provides the financial foundation and long‑term stability for The Transformation Group+ (TTG). While your employment and benefits will be backed by MediSys — offering the job security — your day‑to‑day work will be with TTG, supporting a diverse portfolio of hospitals, clinics, and health networks. Work location Hybrid work schedule (3 days in office, 2 days remote) - first 90 days are on fully in office If located outside of the NYC/Long Island area, fully remote options are available. Travel may be required based upon client needs. Job Description The Transformation Group+ (TTG) is a healthcare‑specific Managed Services Organization (MSO) delivering high‑impact IT, security, and compliance services to provider organizations nationwide. We are seeking a Senior Information Security Director who can operate at the intersection of hands‑on engineering, strategic advisory, and leadership execution. This role is responsible for assessing, implementing, and managing comprehensive security programs for healthcare clients—spanning technical controls, governance, risk, compliance, and incident response. You will also support TTG’s internal security posture, ensuring our own environment reflects the standards we deliver to clients. The ideal candidate brings deep technical expertise, strong client‑facing communication skills, and the ability to translate complex security requirements into practical, scalable solutions. Responsibilities Client Advisory & Engagement • Lead security assessments for prospective and existing clients, identifying gaps, risks, and improvement opportunities across infrastructure, applications, cloud environments, and organizational processes., • Present findings and recommendations to technical and non‑technical stakeholders with clarity and confidence., • Serve as a trusted advisor on security architecture, compliance requirements, and best‑practice frameworks relevant to healthcare organizations. Security Engineering & Operations • Implement, configure, and manage security controls across Active Directory, Azure, IAM, endpoint protection, network security, and cloud environments., • Oversee or support Epic Security administration, access governance, and template/role design., • Develop and execute vulnerability management processes, including scanning, remediation planning, and reporting., • Support or lead incident response activities, including triage, containment, investigation, documentation, and breach notification coordination. Governance, Risk & Compliance • Conduct ongoing risk assessments, threat/vulnerability analyses, and control evaluations aligned with healthcare regulatory requirements (e.g., HIPAA, HITECH) and industry frameworks., • Develop, maintain, and implement security policies, standards, and procedures for both TTG and client organizations., • Support audit readiness and audit response activities for internal and client environments., • Lead or contribute to Disaster Recovery and Business Continuity planning, testing, and program management. Program Leadership & Continuous Improvement • Design and oversee security program components such as monitoring, logging, SIEM use cases, DLP, identity governance, and access review processes., • Drive continuous improvement initiatives across security operations, compliance workflows, and client service delivery., • Deliver or coordinate security awareness training and promote a culture of security across TTG and client organizations., • Collaborate with TTG leadership to ensure alignment between security strategy, operational execution, and client needs. Qualifications • 7+ years of experience in Information Security, with a blend of engineering, consulting, and program leadership responsibilities., • Team player with strong collaboration skills, a positive attitude, and solution-oriented mindset., • Demonstrated ability to communicate complex concepts to business stakeholders, and lead client-facing meetings, operating as a service provider to deliver value., • Strong understanding of healthcare regulatory requirements and security frameworks (HIPAA, NIST CSF, CIS Controls, SOC 2, etc.)., • Hands‑on experience with IAM, Azure security, AD hardening, endpoint security, vulnerability management, and incident response., • Experience with Epic Security., • Industry‑standard certifications strongly preferred: CISSP, CISM, HCISPP, Security+, CEH, or equivalent., • Compensation, • The compensation for this role includes a salary or contract range of $150,000–$230,000. Candidates may be hired as either W‑2 employees or 1099 contractors, depending on the role and mutual preference. Additional benefits and perks may also be available, depending on the position and employment terms., • This range and total compensation reflect several factors, including skills, experience, training, certifications, and organizational needs.

Job Description Client Support Specialist (Training Provided) West Babylon, New York| Flexible Schedule (In-Office + Remote Options) We’re expanding our West Babylon office and looking for driven, motivated individuals ready to build a career in a high-growth industry. If you’re competitive, people-focused, and interested in sales or account management, this is your opportunity to step into a role with unlimited earning potential and real career growth—no prior experience required. What You’ll Do As a Client Support Specialist, you’ll work directly with individuals and families to help them understand and choose the right health coverage for their needs. You’ll serve as a trusted advisor, guiding clients through important financial and healthcare decisions. • Meet with new and existing clients (virtually and/or in person), • Present and explain coverage options using company-provided tools, • Help clients select plans that fit their needs and budget, • Build and maintain strong client relationships, • Follow up on referrals and schedule appointments, • Work toward personal goals with ongoing support and coaching Why This Role Stands Out This isn’t just a job—it’s a career path in one of the fastest-growing industries in the country, with clear advancement opportunities and uncapped income. What we offer: • Best level commission in the industry, • Two monthly residual income payout days, • New agent bonuses, • Additional carrier bonuses Uncapped Earning Potential + Passive Income - Earn what you’re worth with no income ceiling No Experience Needed – Comprehensive Training Provided - Learn from experienced professionals in a supportive environment Fast-Track Growth Opportunities - Leadership roles available for top performers—even within your first year Flexible Schedule & Work-Life Balance - Set your own hours after training; work in-office or remotely Ongoing Support & Mentorship - Hands-on guidance to help you succeed and grow Annual Company Trips - Opportunity to travel and celebrate your success with the team What We’re Looking For We’re less focused on experience and more focused on mindset and drive: ✔ Positive, optimistic attitude ✔ Strong work ethic and self-motivation ✔ Competitive and goal-oriented mindset ✔ Coachable and open to feedback ✔ Interest in developing sales and communication skills ✔ Team-oriented with strong people skills Who This Is Great For • Individuals looking to start a career in sales, • Recent graduates or career changers, • People seeking flexible schedules and high income potential, • Anyone motivated by growth, advancement, and independence If you’re ready to take control of your income and build a long-term career with real upside, we’d love to connect.

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $116,000 at plan yearly Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Serve as a collaborative team player willing to further development through continued training opportunities, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $120,000 Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs., • Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions., • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts., • Develops long-term relationships with clients and underwriters., • Assist clients with concerns and service issues as needed., • Reach agreed-upon sales targets monthly. Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Interpersonal, communication, and presentation skills., • Driven, motivated, and coachable., • Be willing to help others., • New York Life will pay and cover all expenses for training and the exam., • Sales: 1 year (preferred). About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 7+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 2+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Salary & Benefits: • Base and bonus., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

Job DescriptionWealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field. What We’re Looking For:What makes THIS role and advisor opportunity unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: • Entrepreneurial Spirit, • Intellectual Curiosity, • High Emotional Quotient ("EQ"), • Determination and Relentless Drive for Success, • Spirit of Generosity in Working With and Within Their Community, • Excellent Interpersonal and Communication Skills, • Structure and Discipline ...and the following qualifications: • An existing network that can be continuously cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors, • Comfortable interacting with individuals of significant wealth, • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Trustworthiness and personal integrity that is beyond reproach, • A passion for investing and for people Who We Are:Our client advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. Specializing in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.The firm is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. What We Stand For: TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model. INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes. TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service. EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly. COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals. RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us. Our Market-Leading Training Program:The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at the firm including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers. Base Salary Range: $115,000 to $180,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation,which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.

Job Description A great opportunity is available at the New York Life, Long Island, NY, for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact households. Potential for substantial earnings and career progression. Engage with a diverse client base including families, individuals, business owners, and corporations. Training provided to explore Wealth Management. Start a rewarding career journey with our dynamic team, offering flexibility and attractive earning potential. Compensation: $120,000 + benefits Responsibilities: • Guide clients in developing personalized financial plans that align with their goals and values., • Conduct thorough assessments of clients' financial situations to provide tailored advice and solutions., • Build and maintain strong, trusting relationships with clients through regular communication and follow-ups., • Stay informed about industry trends and changes to offer clients the most current and relevant advice., • Collaborate with team members to share insights and strategies for improving client outcomes., • Educate clients on investment options, risk management, and financial planning strategies., • Utilize company-provided training and resources to enhance your knowledge and skills continually. Qualifications: • Experience is not needed, but a plus. We provide Training and Licensing, • Athletes Preferred, • We’re proud to offer training to help you grow your career, • You’ll be in business for yourself, but not by yourself. Development Managers will mentor you and help you grow your career, particularly as you start out, • Bachelor's degree is a plus, • With our training and support, you have the opportunity to work towards the credentials that will qualify you as a licensed Financial Advisor or grow into a leadership role as part of the management team, • Looking for an individual who is coachable and willing to learn, • We are searching for Driven and competitive individuals, • MBA degrees qualify for Fast Track management opportunities About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/ Compensation: $100,000 at plan earnings Responsibilities: • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs Qualifications: • Must have the ability to successfully network and prospect for new clients, • Must have effective relationship management skills, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary., • Strong communication skills, both verbal and written, to effectively convey financial concepts., • Self-motivated with a strong desire to learn and grow within the insurance and financial services field., • Valid driver's license and the use of a vehicle. Benefits: • 401(k) with a 4% match., • Retirement plan., • Life and Disability Insurance., • Health Coverage: Medical/Pharmacy, Dental, Vision. About Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Description Job details $50,000 - $125,000 a year Job type • Full-time Full job description Job Title: Financial Advisor (Wealth Management) Why Join Us? Stop searching for a job and start a career in Wealth Management. At Aegis Capital, we provide the platform, the mentorship, and the products—you provide the drive. We offer a conflict-free environment where your growth is directly tied to your ambition. The Perks: • Base Salary: competitive bonus structure., • Licensing Sponsorship: We pay for and guide you through your FINRA Series 7 & 63 or 66., • Direct Mentorship: Work daily with Senior Advisors managing $100M+ in assets., • Learn from Senior VP’s & Managing Director’s: With over 28 + years of experience, • No Glass Ceiling: Clear, merit-based path to Senior Adviser status. What You’ll Do: • Work with Senior Reps to build customized investment portfolios., • Master market dynamics with investment and retirement strategies., • Upon registration, proactively engage with prospective clients to grow the firm’s reach. Who Fits Best: • You are competitive, coachable, and possess a performance driven mentality., • You have a background in sales, business development, or client services., • You want to earn your FINRA licenses and dominate the finance industry. Skills & Certifications: While we welcome candidates with a Series 7, Series 63, or Series 66, we also provide a sponsorship path for those have need to or have completed their SIE (Securities Industry Essentials) exam. Hiring is contingent on passing a background check and all employees must follow all firm policies and supervisory procedures. Candidates must become registered with the firm. Apply now to start your transition into Wealth Management. www.aegiscap.com Job Type: Full-time Pay: $50,000.00 - $125,000.00 per year Ability to Commute: • Melville, NY 11747 (Preferred) Ability to Relocate: • Melville, NY 11747: Relocate before starting work (Preferred) Work Location: In person

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company car, • Free uniforms, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Vision insurance, • Wellness resources About Us At 1-Tom-Plumber, our mission is simple: bring the dynamic value of our brand to every doorstep. We do this by combining diagnostics, sales, and service into a seamless process that delivers real solutions and empowers clients to make well-informed choices. Were not just another plumbing company were THE emergency plumber Long Island relies on 24/7, backed by the strongest brand and boldest promise in the market. We are seeking a skilled, client-focused Plumber who can deliver exceptional service, build lasting relationships, and consistently drive results. This is your opportunity to proudly wear the pink & black the mark of our commitment to raising the standard of plumbing service across Long Island. The Role This is more than plumbingits about bringing the 1-Tom brand experience to life at every doorstep. Youll be both a trusted advisor and a skilled technician, guiding clients through a process of diagnostics, solutions, and service. Every interaction is a chance to build relationships, generate revenue, and deliver peace of mind. In your first 12 months, youll focus on: • Delivering 5 Star client experiences by combining technical expertise, your authentic personality, and our proven processes., • Diagnosing, recommending, and selling solutions that empower clients to make confident, well-informed choices., • Hitting revenue goals, consistently producing a minimum of $35,000 in sales per month., • Participating in the after-hours on-call rotation, responding quickly to urgent plumbing emergencies., • Maximizing daily opportunities through clear communication with the operations and dispatch teams., • Caring for your tools and truck, ensuring equipment is clean, maintained, and ready for action.What Success Looks Like:, • A growing base of loyal customers who rave about their 1-Tom experience., • Reliable monthly revenue production of $35,000+ tied to diagnostics, recommendations, and completed work., • Quick, professional response to emergency calls that earns trust and repeat business., • Smooth daily coordination with dispatch, ensuring schedules and service calls run efficiently., • A well-maintained vehicle and equipment fleet that reflects pride in the brand.Who You Are:, • Client-focused pro: You know plumbing, but you also know how to connect, reassure, and build trust., • Sales-minded technician: You understand diagnostics and recommendations are part of delivering solutions., • Coachability-first: Youre open to feedback, training, and continuous improvement., • Team player: You thrive when collaborating and supporting others., • Tech savvy: Youre comfortable with mobile apps and modern dispatch systems., • Brand proud: Youll wear the pink & black with confidence and represent 1-Tom with pride., • Safe driver: You maintain a clean motor vehicle record and respect the responsibility of operating a company vehicle.Pay Rate: This position has a training rate of $30 per hour. After successful completion of the training program, the plumber will graduate into a full-service technician running his/her own truck. They will then be eligible for an increase in the base rate as well as bonuses and incentives.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high-

Senior Registered Client Associate. Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high-performing group at RBC Wealth Management.

As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty brands, execute merchandise sets and support

Job Description Job Overview A successful wealth management team is seeking a highly analytical and motivated investment professional to join our team. As a dedicated Investment Professional, you will conduct deep due diligence and construct customized portfolios for our high-net-worth (HNW) clients. This role bridges the gap between sophisticated investment analysis and client-facing wealth planning. Key Responsibilities • Portfolio Management & Construction: Develop, implement, and monitor customized investment portfolios (equities, fixed income, alternatives) aligned with client risk tolerance, tax considerations, and long-term financial plans., • Market Analysis & Due Diligence: Conduct ongoing market analysis, evaluate investment opportunities, and perform due diligence on investment vehicles (mutual funds, ETFs, alternative investments)., • Client Engagement & Advice: Actively participate in client meetings to discuss portfolio performance, market outlook, and investment strategies, translating complex data into understandable, actionable advice. • Oversee portfolio rebalancing, tax-efficient trading, and cash-flow management for client accounts., • Compliance & Reporting: Monitor investment risk exposures, ensure portfolios comply with firm policies and regulatory requirements, and prepare performance reporting. Required Qualifications & Skills • Experience in portfolio management, investment research, or wealth management., • Advanced understanding of asset allocation, valuation techniques, and market trends., • Proficiency in financial software (e.g., FactSet, Bloomberg, Morningstar, Orion)., • Excellent communication skills, with the ability to explain complex financial concepts to clients., • Strong ethical standards This is a full-time position located in Melville. Salary is commensurate with experience. Series 7 and 66 (or 63/65) is required. All registrations will be held with Equitable Advisors, LLC. The opportunity is that of a financial professional with Equitable Advisors, LLC and Equitable Network, LLC and is subject to the individual successfully satisfying a background check. Equitable Advisors, LLC, member FINRA, SIPC (Equitable Financial Advisors in MI and TN), a broker-dealer; Equitable Advisors, LLC, an SEC registered investment advisor and affiliate, Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc). Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. AGE-8924806.1(5/26) (exp 5/30)