Trabajos client advisor en Syracuse, New YorkCrear alertas

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create. We don’t. At Analog Capital Partners, we’ve rebuilt the advisory business from the ground up. No chasing prospects. No outdated sales scripts. No endless networking breakfasts. We deliver qualified inbound clients. You do what actually matters—help people build wealth. What You’ll Actually Do Become the trusted strategist families rely on—not another commission-driven salesperson. Guide clients through: • Building long-term wealth, • Designing investment strategies, • Retirement freedom, • Tax-efficient planning, • Estate and legacy planning, • Protecting what they’ve built You’ll spend your time giving advice instead of hunting for business. Why Advisors Join Us • We generate the leads., • We schedule the meetings., • We handle the technology., • Automated portfolio management and rebalancing., • Digital onboarding from start to finish., • No existing book required., • Training included., • Remote from anywhere. Instead of spending years trying to build a practice from scratch, you can focus on becoming an exceptional advisor. How You’re Paid • No arbitrary caps., • Earn 50% of profits with unlimited upside., • Already have a client book? Bring it with you and earn 65% profit sharing., • Your success isn’t limited by corporate pay bands. Who This Isn’t For This isn’t for advisors looking to hide behind a desk. This is for professionals who want to own conversations, challenge conventional financial advice, and build meaningful relationships with clients—without the politics and bureaucracy of traditional wealth management firms. If you’re tired of the old Wall Street model, you’ll fit right in.

Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: • The ability to service an existing book of business upon hire, • The ability to build a strong client base with Prudential’s exceptional referral programs, • Access to 20 different types of lead programs, • The opportunity to create client solutions without proprietary products sales requirements, • Compensation that is 100% benefitable regardless of the product or company you sell, • The look and feel of an independent advisor with the benefits of being an employee., • 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. Requirements: • Series 6 and 63 required. Series 7 and 66 (63/65) preferred, • Insurance license required, • Three or more years of industry experience If you are interested to learn more call me at 716-818-0262 or email me at eric.bond@prudential.com. If you know someone that may be interested, feel free to forward my message to them. Thank you

Ready to lead, grow, and make a lasting impact on transportation infrastructure across Western New York? Creighton Manning, a GAI Company, is looking for a dynamic Structures Design Manager to help drive the next phase of growth for our structures practice. This is more than a technical leadership role. It's an opportunity to build client relationships, win exciting new projects, and shape the future of a respected and growing transportation engineering firm. As a leader within our Syracuse office, you'll oversee the delivery of structural design services for high-profile transportation projects while partnering with clients, teaming partners, and industry stakeholders throughout the region. You'll work alongside experienced technical leaders and office leadership to identify new opportunities, strengthen market presence, and expand the firm's impact across New York. We're seeking a results-oriented professional who thrives on building relationships, leading teams, and transforming opportunities into long-term success. If you have an entrepreneurial mindset and a passion for delivering exceptional infrastructure solutions, you'll find tremendous opportunity for growth and recognition in this role. The ideal candidate will have: • Experience delivering transportation infrastructure design projects in New York State including structures design, construction, reconstruction and/or rehabilitation., • Strong organizational skills and an ability to manage multiple priorities and deadlines, • Strong communication, presentation, and client relation skills – both verbal and written, • An established public‑sector network in Western New York, with the ability to leverage relationships to support long‑term market growth. Responsibilities of the position include: • Identify new project opportunities utilizing network connections and market research., • Proactively meet with current and prospective clients to maintain relationships and identify future needs., • Collaborate to develop teaming and operational strategies in response to market or client needs, including identifying and negotiating with teaming partners., • Lead and support pursuit efforts, including preparation of technical proposals, participation in interviews, and securing contracts., • Provide leadership and oversight for project delivery, including staffing and resource planning; selectively serve as Project Manager on strategic or complex assignments., • Support the growth and development of the Structures design team, including mentoring, technical guidance, and participation in hiring efforts., • Attend conferences and networking events and develop new leads. Essential Job Functions: • Serve as a primary client interface for select projects and market initiatives., • Provide oversight of staffing, scheduling, and delivery across assigned structures projects, in coordination with project managers., • Act as a concurrent project manager of many basic projects, a few intermediate projects, and one or two complex projects., • Review project documents for technical quality, consistency, and QA/QC., • Develop or promote improved processes, techniques, or design approaches., • Assist senior management and staff as technical specialist and advisor., • Represent the organization in communications and conferences pertaining to broad aspects of engineering assignments., • Train, mentor, and provide technical guidance to project engineers and staff engineers., • Support project financial performance through oversight of schedules, scopes, and budgets., • Lead or support public meetings in complex projects., • Provide coordination for multidisciplinary projects., • Assist in developing intermediate and complex proposals and attend proposal interviews. Job Requirements: • Bachelor’s degree in engineering from an ABET/EAC accredited program or an approved equivalent., • Minimum of 15 years of progressively responsible experience in transportation engineering., • Professional Engineering (P.E.) licensure strongly desired. Engineering experience may be substituted for PE licensure., • Active member of a professional practice organization., • Demonstrated leadership experience in structural design, project delivery, and/or market development. EXTRAs At Creighton Manning, continuous learning and mentoring are part of our DNA. There are opportunities to advance into broader technical, market, and corporate leadership roles.

Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY region and will be allowed to work remote. Summary: As a Financial Consultant, you will collaborate with our current client's clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our client's current investment services include retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management. Location: This position is remote; however, candidates must be based in Syracuse, NY, or the surrounding areas. Candidates outside of these locations will not be considered. Responsibilities: • Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs., • Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events., • Work with the advisory team to implement investment plans and coordinate adjustments., • Monitor client investment portfolios and performance., • Communicate insights for clients regarding essential contributors and detractors., • Advise high net worth clients as needed and consult mid-market institutional clients., • Coordinate the creation of detailed wealth management plans for individuals., • Organize the creation consulting reports for institutions., • Help present plans to clients effectively and clearly., • Actively seek new business opportunities., • Develop essential knowledge of our financial planning software and technology., • Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)., • Participate in regular internal meetings., • Work on a schedule that best suits client needs. Qualifications: • Bachelor’s degree or higher., • Over five years’ relevant experience., • Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire., • Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation., • Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred., • Must be able to pass a FINRA BrokerCheck with no disclosures on their background., • Comfortable working in a new territory with no existing client base., • Be able to network well, find your own leads, create leads, and follow up on leads., • A proven record of achieving new business. Benefits: • Health, Dental & Vision Insurance, • Employer HSA Contribution, • Opt Out Credit, • 401(k) Employer Match, • Paid Volunteer Days, • Gym Reimbursement, • Free Access to a Workplace Financial Advisor, • Compensation: $75k-150k base salary depending on experience; additional incentive/commission-based compensation expected.

Pay: $150,000.00 - $250,000.00 per year Why This Is a Great Opportunity • Join a highly respected legal team representing labor unions and their members in meaningful, high stakes matters., • Take on hands-on responsibility in collective bargaining, grievance arbitration, disciplinary proceedings, and labor relations matters., • Build strong, long-term relationships with union leadership and serve as a trusted legal advisor., • Enjoy flexibility to work remotely while staying connected to an established Long Island based legal team., • Gain exposure to a broad range of complex labor matters involving unions throughout Long Island, New York City, and the Hudson Valley., • Be part of a collaborative environment where your legal judgment, advocacy skills, and client relationships can make a direct impact. Location Remote within approximately 75 miles of Long Island, New York. Candidates who are farther from the main office may work primarily from home and should expect to travel to the Long Island office approximately once per month, along with travel to client locations as needed, typically once or twice per week. Note: To be considered, you must be admitted to the New York State Bar and have at least 1 year of directly relevant union-side labor law experience involving collective bargaining agreement negotiations, union contract matters, grievance arbitrations, and/or litigation of disciplinary matters. Experience limited to employment law, workers' compensation, unemployment, or other related practice areas without direct union contract and labor relations experience will not qualify. About Us We are an established New York legal team representing labor unions and their members in a wide range of labor relations, collective bargaining, grievance, disciplinary, and regulatory matters. Our work is highly collaborative, client focused, and centered on providing strategic, responsive counsel when our clients need it most. Confidential Employer. Job Description • Represent labor unions and their members in a broad range of labor relations and union matters., • Negotiate collective bargaining agreements and advise clients on contract interpretation and enforcement., • Handle union contract grievances, grievance arbitrations, and related proceedings., • Litigate and advocate in disciplinary hearings and other employment related matters affecting union members., • Serve as a primary legal liaison and trusted advisor to union leadership and executive boards., • Respond to critical incidents and provide timely counsel and representation when needed., • Attend union meetings and work directly with clients throughout Long Island, New York City, and the Hudson Valley., • Represent clients before administrative and regulatory agencies, including labor relations boards and other relevant forums., • Conduct legal research and draft motions, briefs, memoranda, arbitration submissions, and other legal documents., • Collaborate with attorneys and clients to develop practical, strategic solutions to complex labor and union relations matters. Qualifications • Juris Doctor degree from an accredited law school., • Active New York State Bar license in good standing., • 1+ years of directly relevant union side labor law experience., • 1+ years of experience negotiating collective bargaining agreements, union contracts, or handling related labor negotiations., • Experience with grievance arbitrations and/or litigation of disciplinary matters., • Strong negotiation, litigation, advocacy, research, writing, and communication skills., • Ability to build trusted relationships with union leadership and clients., • Ability to travel to client locations as needed throughout the Long Island, New York City, and Hudson Valley region. Why You Will Love Working Here You will have the opportunity to do meaningful legal work that directly impacts unions, their leadership, and their members. Our team offers significant responsibility, variety, client interaction, and the flexibility to work remotely while remaining part of a collaborative and experienced legal practice. If you enjoy advocacy, relationship building, and solving complex labor relations challenges, this is an opportunity to build a rewarding long-term practice. JPC-1845 Benefits: • Dental insurance, • Health insurance, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance

POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current, • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile, • Confirm authorization and authenticate client when processing requests, • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples, • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors, • Prepare financial plans, client reports, and other materials for client meetings, • Review and take appropriate action on client account alerts OTHER • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model, • Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars, • Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls, • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance, • Proactively participate in firm initiatives directed by local management, • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA), • Two or more years of industry experience preferred, • High School Diploma/Equivalency, • College degree preferred Knowledge/Skills • Strong industry, product, and branch procedures knowledge, • Exceptional writing, interpersonal and client service skills, • Detail oriented with superior organizational skills and ability to prioritize tasks, • Strong computer skills and knowledge of Microsoft Office products, • Team player with the ability to collaborate with others, • Ability to work in a fast-paced, evolving environment, • Goal oriented, self-motivated and results driven, • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports to: • Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Expected base pay rates for the role will be between $16 and $40.87 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job DescriptionAbout the Company At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting. About the Role The Chief Operating Officer (COO) is a key executive leader responsible for building the “firm of the future” — combining best-in-class professional services operations with process engineering, data/AI enablement, and modern technology to deliver a step-change in client experience, margin, and scalability. This is a hands-on operator who can: Translate strategy into operating cadence, measurable outcomes, and sustained execution Engineer and standardize end-to-end workflows across service lines Lead technology-enabled transformation (AI, automation, workflow, data, client-facing platforms) Influence partners and senior stakeholders through change while strengthening culture and client trust Key responsibilitiesOperating model & performance leadership Own firmwide operations across offices and functions; ensure consistent execution and a high-accountability culture. Establish an operating cadence: weekly metrics reviews, monthly business reviews, quarterly planning, and clear ownership of initiatives. Define and manage KPIs that matter (capacity utilization, cycle time, SLA adherence, quality/rework, realization, NPS/CSAT, talent retention). Identify constraints to growth and remove bottlenecks through systems, process, and org design. Transformation, process engineering & continuous improvement Map and redesign end-to-end workflows (onboarding → delivery → review → billing → renewal) with a focus on speed, quality, and scalability. Build a lean/process-improvement capability inside the firm (standards, playbooks, training, continuous improvement loops). Standardize SOPs, templates, and controls to ensure quality and compliance while enabling delegation/offshoring where appropriate. Technology & AI enablement Partner with leadership to define a practical tech roadmap (workflow tools, practice management, document management, data platforms, client portals, AI copilots/agents). Lead change management for technology adoption: pilot, measure, refine, and scale. Establish governance for AI use (risk, privacy, compliance, review controls) in collaboration with Risk/Compliance and IT. Drive automation of routine work and elevate the team to higher-value advisory activities. Stakeholder leadership & change management Serve as a trusted advisor to partners and practice leaders; influence without relying on authority. Align cross-functional teams (Tax, Audit/Assurance, CAS, Advisory, Client Service, HR, IT, Finance) around shared outcomes. Communicate clearly and consistently: what is changing, why, when, and how success will be measured. Reinforce a culture of excellence, learning, innovation, and client-first delivery. Talent, organization & shared services Build and develop a high-performing operations leadership bench (ops, client service operations, PMO, enablement). Partner with HR to design scalable org structures, role clarity, performance systems, and training. Oversee shared services and operational infrastructure (HR Ops, IT Ops, Finance Ops, Admin) as applicable; ensure service levels and reliability. Integration (as relevant) Support integration of acquired practices into the flagship operating model (process, technology, operating cadence, and culture). Create repeatable integration playbooks and “day 1 → day 90” execution plans. Ideal candidate profile 12+ years of operational leadership in professional services (accounting, consulting, legal, or adjacent), with responsibility for multi-team execution. Proven track record leading technology-enabled transformation (workflow modernization, automation, data/analytics, AI enablement). Strong process engineering mindset (Lean/Six Sigma or equivalent experience welcomed but not required). Able to operate at both executive altitude (strategy, stakeholder influence) and in the details (process mapping, metrics, adoption). Demonstrated ability to lead change in partner-led or matrixed environments. Excellent communication, facilitation, and conflict navigation skills. High judgment around risk, quality, and compliance in regulated professional services. Preferred (not required) Experience in PE-backed platforms, roll-ups, or multi-site professional services organizations Experience building a delivery model that uses shared services / global delivery effectively CPA, MBA, or other relevant credential Working style Results-first, metric-driven operator who builds durable systems Comfortable in ambiguity; can structure problems and drive execution Collaborative, low-ego leader who raises the bar while bringing people along Curious and pragmatic about AI and technology — focused on adoption and outcomes, not hype What success looks like (12–24 months) Core delivery workflows are documented, measured, continuously improved, and scalable across offices The firm operates with clear operating metrics and predictable throughput (capacity, cycle time, quality) AI/automation is embedded into daily work in a controlled, compliant way — improving quality and freeing capacity Client experience is measurably stronger (responsiveness, proactive insights, consistency) A repeatable operating model is established and ready to export to other firms Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic. Compensation Range: $240K - $300K

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you'll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support Key Qualifications Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230 Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle. Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create. \n \n We don’t. \n \n At Analog Capital Partners, we’ve rebuilt the advisory business from the ground up. \n \n No chasing prospects. \n No outdated sales scripts. \n No endless networking breakfasts. \n \n We deliver qualified inbound clients. You do what actually matters—help people build wealth. \n \n What You’ll Actually Do \n \n Become the trusted strategist families rely on—not another commission-driven salesperson. \n \n Guide clients through: \n\n • Building long-term wealth\n, • Designing investment strategies\n, • Retirement freedom\n, • Tax-efficient planning\n, • Estate and legacy planning\n, • Protecting what they’ve built\n\n \n You’ll spend your time giving advice instead of hunting for business. \n \n Why Advisors Join Us \n\n • We generate the leads.\n, • We schedule the meetings.\n, • We handle the technology.\n, • Automated portfolio management and rebalancing.\n, • Digital onboarding from start to finish.\n, • No existing book required.\n, • Training included.\n, • Remote from anywhere.\n\n \n Instead of spending years trying to build a practice from scratch, you can focus on becoming an exceptional advisor. \n \n How You’re Paid \n\n • No arbitrary caps.\n, • Earn 50% of profits with unlimited upside.\n, • Already have a client book? Bring it with you and earn 65% profit sharing.\n, • Your success isn’t limited by corporate pay bands.\n\n \n Who This Isn’t For \n \n This isn’t for advisors looking to hide behind a desk. \n \n This is for professionals who want to own conversations, challenge conventional financial advice, and build meaningful relationships with clients—without the politics and bureaucracy of traditional wealth management firms. \n \n If you’re tired of the old Wall Street model, you’ll fit right in.

SUMMARY The Franchise Business Consultant is a key member of the Franchise Support team, serving as a trusted advisor to new franchise owners and their leadership teams. This role provides coaching, training, and operational guidance to help new franchise owners build successful, profitable businesses while maintaining brand standards. As the primary support resource for an assigned portfolio of franchise owners, the Franchise Business Consultant works closely with owners to identify opportunities, address challenges, and implement best practices that drive growth and performance. Success in this role requires strong relationship-building skills, business acumen, and the ability to influence and motivate others. The Franchise Business Consultant plays a direct role in franchisee success and is accountable for supporting owners in achieving their business goals and maximizing the overall success of their FirstLight Home Care locations. ESSENTIAL DUTIES Essential job duties include the following items. Other duties must be performed as necessary or assigned. ▪ Coach, counsel and guide franchisees to enable business growth in key performance metrics such as hours per week (HPW), revenue, client count, revenue growth, and all ongoing operational and financial metrics to meet or exceed new and existing owner growth targets established by franchisor. ▪ Implement the franchise operating system in all areas with every owner to grow brand consistency and apply the practices of the Operations Manual for all FirstLight entities. ▪ Establish and lead sales and operational expertise for designated owners to ensure execution of and adherence to FirstLight Home Care system protocols, tools, processes, and approach is fully implemented and maximized always. ▪ Leverage expertise of internal technology offerings to contribute to ongoing support of franchise owner and systems adoption. ▪ Drive results meeting or exceeding business plan as defined by individualized goal design and key performance indicators (KPI) each operating year. ▪ Conduct site visits; provide individualized business consult with focus on business growth, achieving goals and brand standards. ▪ Serve as a first point of contact (POC) and liaison for franchise owners and operators; delegate support needs and operational inquires to respective department and subject matter experts for in-depth assistance and problem resolution. ▪ Provide direct and timely response to franchise inquiries on matters related to business operations including but not limited to accounting and finance, client care services, licensure and state regulatory requirements, technology and application platforms, sales, etc., via email, telephone, and intranet system. ▪ Support and collaborate with the FirstLight Home Care Corporate Team and Franchise system on tasks, responsibilities, and special projects involving franchise business operations. ▪ Facilitate region workshops, state meetings and business reviews as needed. QUALIFICATIONS To perform this job successfully, the individual in this position must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills and ability required. • Bachelor’s degree (B. A.) or equivalent years of college course work completion in Business Administration, Healthcare Administration, Public Health or related area of study; would prefer related business development, business ownership, or franchise support in the home care, senior care industry at a director level or above; or equivalent combination of education and experience., • Proficiency with Microsoft Office and Google Suite platform., • Proficiency in Client Relationship Management System, scheduling systems, and QuickBooks Desktop and or Online preferred., • Proficiency in Applicant Tracking Systems and or Human Resource Information Systems (HRIS) preferred., • Multi-state, multi-unit operations, management, or business ownership experience in home care, senior care, or home health care industry preferred., • Esteemed at building and fostering successful relationships with stakeholders., • Proven track record of working independently to meet or exceed business goals., • Experience meeting challenges to grow a business working through others and the demonstrated creativity to drive business growth. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms. The employee may occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. For positions requiring travel, employees must have the ability to operate a motor vehicle or navigate public transportation, remain mobile in various environments (e.g., client sites, conference venues), and carry professional materials or equipment (e.g., laptops, presentation kits) while in transit. Travel no more than 50%.

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personalize

Butler/Till is a results-driven marketing agency offering deeply collaborative client experiences, proprietary technology, and world-class partnerships. At Butler/Till, we take immense pride in our independent, women-owned and led status, our unwavering commitment to a purpose-driven approach, and our unique structure as a 100% employee-owned company (ESOP). SUMMARY A Senior Marketing Strategist is a strategic marketing consultant who combines deep media marketing expertise with executive-level relationship management and consultative sales excellence to retain and grow high-value client relationships. This role serves as both a trusted performance advisor and strategic growth partner, translating complex campaign data into clear, credible insights that restore client confidence, demonstrate measurable ROI, and unlock expansion opportunities. The Senior Marketing Strategist partners with clients to diagnose performance challenges, present data-driven optimization strategies, and position themselves as an irreplaceable member of the client's team. KEY OUTCOMES & RESPONSIBILITIES Key Outcome: Campaign Performance Analysis & Diagnostic Consultation Key Responsibilities: • Translate complex campaign data into clear, credible performance narratives that identify root causes, unlock optimization opportunities, and restore client confidence, • Conduct deep-dive campaign audits to identify performance drivers and anomalies, leveraging proprietary data, media metrics, and market context to pinpoint root causes (e.g., audience targeting misalignment, bid strategy gaps, creative underperformance, platform algorithmic shifts), • Develop and deliver performance narratives that move beyond surface metrics, explaining the "why" behind results and articulating clear connections between Butler/Till strategy, market conditions, and client business outcomes, • Synthesize campaign learnings into optimization recommendations that address specific client challenges and growth opportunities, supported by data, competitive intelligence, and best-practice benchmarks, • Maintain current knowledge of digital media platforms, algorithms, industry trends, and competitive dynamics to inform diagnostic insights and stay credible in client conversations Key Outcome: Strategic Retention & Growth Partnership Key Responsibilities: • Serve as a trusted advisor and strategic growth partner who deepens client relationships through consistent value delivery, proactive insights, marketing education, and expansion of Butler/Till's role in the client's business, • Develop and maintain high-touch relationship cadence with key clients, providing proactive insights, early identification of performance gaps, and customized strategic recommendations that drive continuous improvement, • Identify and act on organic growth opportunities by analyzing client performance data, market dynamics, and program adoption to surface expansion potential across channels, budgets, and service offerings, • Build and present strategic growth proposals that align with client business objectives, demonstrating clear ROI and competitive differentiation through performance diagnostics and optimization roadmaps Key Outcome: Activation & Implementation Support Key Responsibilities: • Close the gap between strategy and execution by ensuring clients have the tools, knowledge, and confidence to succeed and expand with Butler/Till solutions, • Work directly with clients to translate performance insights into actionable campaign adjustments, providing hands-on coaching on tactical optimization, marketing education, audience refinement, and creative strategy, • Partner with the channel teams to close data gaps and activation gaps—flagging where clients lack visibility into performance drivers or lack the operational support to implement recommendations Other Responsibilities: • Support strategic planning and campaign execution for retention and growth initiatives, including proposal development, performance tracking, and commercial engagement with key accounts, • Support training and skill development of Team members on campaign performance analysis, consultative communication, and retention best practices, • Assist with development of performance frameworks, standardized diagnostics, and growth playbooks to scale retention and expansion impact across the client base, • Additional accountabilities and tasks may be assigned by leader/management, to contribute to overall team and agency success QUALIFICATIONS Required: • 6+ years of experience in media buying, campaign management, performance marketing, or digital marketing analytics, • Proven experience translating complex data and marketing metrics into clear business narratives and actionable recommendations, • Demonstrated expertise in one or more digital channels (paid search, social media, programmatic, display, Search Engine Optimization) including understanding of platform mechanics, optimization strategies, and performance benchmarks, • Experience in consultative selling, account retention, or customer success roles in B2B marketing or media services environments, • Strong understanding of campaign performance metrics, attribution, ROI measurement, and the ability to identify root causes of performance variances, • Excellent communication and presentation skills, with the ability to influence and build credibility with sophisticated audiences, • Self-motivated, self-organization abilities, results-oriented, and comfortable operating in complex, fast-paced environments with high-stakes relationships, • Bachelor's degree in Marketing, Business, Communications, Economics, or related field—or equivalent combination of education and professional marketing experience Preferred: • Experience in account retention, organic growth, or account expansion roles within B2B SaaS or professional services, • Track record of exceeding retention or account expansion targets through relationship management and consultative engagement, • Familiarity with HubSpot, Salesforce, or similar CRM and analytics platforms. Strong systems navigator; work requires navigation 10+ technical systems, • Experience managing or advising on campaigns at scale or working with sophisticated media budgets CORE COMPETENCIES • CUSTOMER FOCUS/CLIENT INTIMACY: Seeking to understand client business challenges/needs and delivering continuous value to our clients, • COLLABORATIVE: Working with teams and across the organization with ease, • OWNER AGILITY: Able to continuously learn and quickly adapt to changing circumstance, • RESULTS DRIVEN: Accepts accountability to deliver business outcomes, even under changing circumstances. Delivers on commitments, • DISCIPLINED: Thinks, plans, and prioritizes work on an ongoing basis, plans and aligns with key team members before acting Travel Requirements All employees, regardless of role or geographic location, are required to attend in person for onboarding during their first week of employment and annually for the Shareholder’s Summit held in June. Additional travel is not routinely expected but may be required for key/critical meetings & events. WORK ENVIRONMENT & PHYSICAL DEMANDS The work environment and physical demands characteristics described here are representative of those an employee encounters while performing the essential functions of this job, typically in an office setting or in a home office. An employee in this role may be in a stationary position, often standing or sitting for prolonged periods and using office equipment and computers. The noise level in the office environment is usually moderate. (I.e., business office with computers and printers, light foot traffic, etc.). Reasonable accommodation may be requested to enable individuals to perform the essential functions. Commitment to Diversity, Equity, Inclusion and Belonging Our dedication to Diversity, Equity, Inclusion, and Belonging (DEIB) is a cornerstone of our culture. We believe that the diversity and inclusivity of our workforce are sources of strength. As you become part of our community, you'll discover that we are dedicated to creating a positive impact, not only for our clients but also for the communities where we live and work. EEO DISCLAIMER Butler/Till is an Equal Opportunity Employer to all employees and applicants and prohibits discrimination and harassment of any kind without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. COMPENSATION Butler/Till is committed to providing pay transparency of our compensation philosophy and ensuring equitable pay practices for our employee owners. The compensation range for this position is $60,000-$95,000 and represents the annual salary range in Rochester, NY. Base pay offered may vary depending on multiple individualized factors, including location, skills, and experience. This is just one component of Butler/Till’s total compensation package for employee owners. The total compensation package for this position may also include other elements, including ESOP (employee stock ownership plan), an annual bonus, in addition to a full benefits package, and paid time off benefits, including 100% paid parental leave. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Company Description Iorio Law PLLC is a premier securities arbitration and investor advocacy law firm based in New York, NY, representing clients nationwide. Founded by securities arbitration attorney August M. Iorio, the firm focuses on claims arising from stockbroker misconduct, investment fraud, advisor negligence, and violations of FINRA and SEC rules, as well as whistleblower matters. Iorio Law PLLC has recovered nearly $100 million for investors in more than 700 arbitration claims and is known for landmark victories, including the first FINRA arbitration award against Robinhood Financial related to its January 2021 “meme stock” trading restrictions and major recoveries for GWG L Bond investors. The firm aggressively pursues complex investor claims involving unsuitable recommendations, misrepresentations, excessive trading, unauthorized trading, breach of fiduciary duty, supervisory failures, and sophisticated alternative investments. Guided by integrity, excellence, and grit, the firm offers client-centered representation, deep expertise in FINRA, AAA, and JAMS arbitration forums, and works on a contingency fee basis to advance investor protection and financial recovery. Role Description The Associate Attorney will work full time in a remote capacity (in person available if locally), supporting securities arbitration and investor advocacy matters from case intake through resolution. Daily responsibilities include conducting legal research, conducting client intake interviews, analyzing brokerage account statements and investment products, drafting pleadings, motions, demand letters, and client communications, attending virtual hearings, and preparing discovery requests and responses. The associate will assist in fact investigation, witness interviews, and case strategy development, as well as participate in settlement negotiations, mediations, and arbitration hearings. Collaboration with firm leadership on case evaluation, damages analysis, and risk assessment is expected, along with maintaining organized case files, managing discovery and deadlines, and ensuring compliance with FINRA and applicable arbitration rules. The role involves direct client contact, requiring clear communication, professionalism, and a commitment to high-quality, client-focused advocacy. Qualifications • Strong foundation in Law, with demonstrated experience, understanding, or coursework relevant to securities, financial services, or investor protection., • Excellent organizational, time-management, and self-starter skills to help manage a robust docket of cases., • Ability to provide clear, well-reasoned Legal Advice to clients and internal stakeholders, with sound judgment and ethical decision-making., • Advanced Research skills, including legal research using primary and secondary sources, fact investigation, and analysis of complex financial documents., • Proficient in Negotiation, including settlement discussions, mediation preparation, and strategic advocacy in arbitration settings., • Juris Doctor (JD) from an accredited law school and active bar admission in at least one U.S. jurisdiction; eligibility for additional admissions is a plus., • Excellent written and oral communication skills, with strong drafting, • Canidates with a strong grasp on how to use technology ethically are preferred.

NOTE: To apply, please send an email to with "Job Application - Director of CX" in the subject. Include a brief intro in the body of the email and attach your resume. Candidates will only be reviewed via email. COMPANY: Hae CPG POSITION: Director of Customer Experience REPORTS TO: Founder ROLE TYPE: Full-Time OFFICE LOCATION: Headquartered in Brooklyn, NY but the role is fully remote HOURS: Must be comfortable working EST hours, with occasional weekend and holiday coverage About the Company Hae CPG is an operations, supply chain, and customer service partner for emerging and scaling beauty and wellness brands. We work as an extension of our clients’ internal teams, providing hands-on execution and management to keep their businesses running smoothly as they scale. Our growing Customer Experience division supports brands across every stage, from building the CX foundation pre-launch to managing and optimizing established customer service programs. We combine hands-on execution with strategic oversight, helping brands create thoughtful, scalable customer experiences as they grow. Our CX services include day-to-day ticket management, pre-launch CX setup, CX strategy, CRM setup and optimization, policy and SOP development, workflow and process optimization, escalation management, and customer feedback reporting and insights. As the division continues to grow, we’re focused on expanding our client portfolio, strengthening our team, and building a best-in-class CX offering for emerging brands. Role Description The Director of Customer Experience will lead and grow Hae CPG’s CX function, with responsibility across client management, team leadership, CX strategy, and business development. This is a hands-on leadership role for someone who can move seamlessly between building the business and executing within it. You’ll oversee the CX team and client portfolio, develop strategies and recommendations for our brands, strengthen the systems and processes behind the department, and play an active role in bringing new CX business to Hae. At the same time, we are a growing company with a lean team. No task is too big or too small, and this role is expected to remain close to day-to-day execution. You should be equally comfortable leading a client strategy conversation, pitching a prospective brand, building a CX workflow, coaching a team member, and jumping into the ticket queue when coverage or volume requires it. We’re looking for someone who combines deep CX expertise with strong commercial instincts and an entrepreneurial mindset. You should understand what exceptional customer experience looks like, how to build the infrastructure behind it, and how to translate that expertise into a compelling service for growing brands. Responsibilities CX Leadership & Strategy • Own the overall performance, quality, and development of Hae CPG’s CX department, • Serve as the senior CX advisor across Hae’s client portfolio, providing strategic recommendations based on customer feedback, ticket trends, industry best practices, and brand needs, • Assess client CX operations and develop recommendations around policies, workflows, systems, staffing, and customer experience strategy, • Develop and oversee CX policies, SOPs, macros, workflows, automations, escalation paths, and service standards, • Lead pre-launch CX strategy and setup for new brands, including CRM configuration, policies, workflows, macros, reporting, and escalation procedures, • Stay current on CX technology, tools, platforms, and industry best practices and identify opportunities to strengthen Hae’s CX offering, • Monitor department and client KPIs, including ticket volume, response and resolution times, CSAT, contact drivers, and other relevant metrics, • Translate CX data and customer feedback into actionable recommendations for clients Client Management • Own senior-level relationships across CX clients and serve as an escalation point, • Ensure consistent service quality, communication, and performance across the CX portfolio, • Lead client strategy conversations and proactively identify opportunities to improve the customer experience, • Partner closely with Hae’s Operations team to resolve fulfillment, shipping, inventory, and other operational issues impacting customers, • Support client onboarding and ensure new accounts are set up for successful execution Team Leadership & Execution • Manage, develop, and mentor CX Managers, Associates, and fractional CX team members, • Own team capacity planning, workload allocation, coverage, and hiring recommendations as the business grows, • Establish QA standards and ensure consistent execution across brands and team members, • Develop the team’s CX judgment, technical knowledge, and ability to operate independently, • Build a scalable team structure that creates appropriate coverage and reduces dependency on any single team member, • Maintain a "no task is too big or too small" mindset and remain hands-on with day-to-day responsibilities, including ticket management, escalations, and client execution, while also driving broader strategic initiatives, • Step directly into ticket queues during periods of high volume, launches, staffing gaps, weekend/holiday coverage, or other business needs Business Development & Growth • Partner with Hae leadership to develop and execute the growth strategy for the CX business, • Own and support new CX business development, including prospect conversations, discovery calls, pitches, proposals, and follow-up Requirements • 6+ years of experience in customer experience/customer support, preferably within DTC, e-commerce, beauty, wellness, CPG, or high-growth startups, • 2+ years of people management experience, with demonstrated success developing and managing CX teams, • "No task is too big or too small" mindset; remains hands-on with day-to-day responsibilities, including ticket management, while also being able to think strategically and drive broader CX initiatives, • Experience independently leading CX for a brand, agency, business unit, or portfolio of clients, • Strong hands-on experience with Gorgias and/or Zendesk, • Deep working knowledge of Shopify and the broader DTC e-commerce ecosystem, • Experience with common payment processors and payment methods, such as Shopify Payments, Stripe, PayPal, Shop Pay, Afterpay, Klarna, or similar platforms, • Experience with review and customer feedback platforms such as Yotpo, Okendo, Trustpilot, or similar tools, • Strong understanding of CX policies and best practices; demonstrated experience developing CX strategies, • Strong understanding of e-commerce fulfillment, 3PL operations, shipping workflows, and carrier issues, • Ability to analyze CX data and translate trends into clear, actionable recommendations, • Strong client-facing presence and ability to confidently advise founders and senior brand leaders, • Excellent written and verbal communication skills, • Strong commercial judgment and ability to identify opportunities for client retention, expansion, and new business, • Experience managing multiple brands, clients, or workstreams simultaneously strongly preferred, • Working proficiency in Excel and Google Sheets and comfort using data to inform decisions, • Highly organized, proactive, resourceful, and comfortable operating with significant autonomy, • Comfortable working in a fast-moving environment where priorities and responsibilities evolve as the business grows

BMO Media is a lifecycle marketing agency focused on driving long-term customer value through Email, SMS, Loyalty & Referrals, Direct Mail, and Push. We partner with ecommerce brands to strategize, execute, and optimize retention programs end to end. We're looking for a Senior Lifecycle Marketing Manager to own lifecycle strategy and client leadership across a portfolio of ecommerce brands. This is a senior, client-facing role for someone who can independently lead accounts, translate business goals into lifecycle strategy, and identify opportunities to improve retention and revenue across email and SMS. You’ll partner closely with project managers, copywriters, designers, developers, and client teams to turn strategy into execution. You should be equally comfortable digging into performance data, building a lifecycle roadmap, presenting recommendations to senior stakeholders, and navigating challenging client conversations. Salary range: $80,000–$95,000 (DOE) What you'll do: Lifecycle Strategy & Performance • Own email and SMS strategy across a portfolio of client accounts, • Build campaign, flow, segmentation, and testing strategies tied to client goals, • Identify opportunities across the customer lifecycle to improve conversion, repeat purchase, and retention, • Monitor performance, diagnose issues, and turn data into clear recommendations, • Develop testing roadmaps and evolve strategy based on results, • Connect lifecycle performance to broader client business goals Client Leadership • Serve as the strategic lead and trusted lifecycle advisor for your clients, • Lead client calls, reporting, strategic planning, and performance conversations, • Clearly communicate what’s working, what’s not, and what we recommend doing next, • Proactively surface risks and opportunities while navigating feedback and difficult conversations with good judgment, • Build strong client relationships that contribute to account health and retention Cross-Functional Leadership • Translate strategy into clear direction for project managers, copywriters, designers, and developers, • Provide strategic feedback and QA to ensure execution aligns with client goals, • Partner with PMs to keep priorities, timelines, and deliverables aligned, • Help unblock complex account challenges and bring structure to ambiguous problems What We’re Looking For • 5+ years of experience in lifecycle, retention, CRM, email, or SMS marketing, • Previous agency experience managing retention/lifecycle marketing for multiple client accounts is required, • Deep working knowledge of Klaviyo; experience with additional ESP and SMS platforms is a plus, • Strong understanding of lifecycle flows, campaign strategy, segmentation, personalization, testing, and deliverability, • Ability to analyze performance data and turn it into clear strategic recommendations, • Experience presenting strategy and performance to senior client stakeholders, • Strong client management instincts, including the ability to manage expectations, navigate difficult conversations, and push back thoughtfully, • Comfortable operating in a fast-paced agency environment with multiple accounts, deadlines, and competing priorities, • Able to operate independently without significant oversight, • Strong cross-functional collaborator who can effectively direct copy, design, development, and project management partners Perks • Fully remote, • Flexible time off, • Monthly Food Delivery Stipend, • Mental health days, • Quarterly Continued Learning stipend, • Commission Bonus', • Health/Dental/Vision insurance coverage, • 401k + match, • Clear growth path and real ownership over your work If you’re excited about lifecycle marketing and want to do meaningful work that actually drives retention, we’d love to hear from you! BMO Media provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. • This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Investment Manager / Advisory Team Lead Confidential Wealth Management Firm Remote – United States 100% Commission | Uncapped Earning Potential Stop Building a Book. Start Building a Business. BrokerHunter is conducting a confidential search for an entrepreneurial Investment Manager / Advisory Team Lead who wants to build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team, and create long-term enterprise value. You may already have a successful practice, manage assets, or lead a team. If you're frustrated by traditional models that limit your opportunities primarily to AUM, this could be an opportunity worth exploring. Think Beyond AUM The platform allows advisors to serve clients across a broad range of financial needs, including: • Investment management — stocks, ETFs, mutual funds, options, and customized strategies, • Estate planning, • Tax planning and CPA services, • Insurance — life, health, and property & casualty, • Commercial and business financing, • Private equity and alternative investments, • Business planning and financial services Advisors also have access to multiple custodial options, including Charles Schwab, Altruist, and Interactive Brokers, providing flexibility in managing client relationships and accounts. A client who doesn't need investment management today may still need tax planning, estate planning, insurance, financing, or business advice. The goal is to become the financial professional clients call when they have a financial need—not simply when they need their portfolio managed. Build It. Grow It. Create Long-Term Value. This opportunity is designed for advisors who want to think like business owners. Build a team. Grow recurring revenue. Expand the services you provide to clients. Create an enterprise that may eventually be transitioned or monetized when you're ready to retire. For qualifying advisors bringing an existing book or practice, the firm may also be able to structure compensation for client relationships and assets transitioned to the platform, depending on the circumstances. What We Offer • 100% commission with uncapped earning potential, • Competitive payouts and leadership overrides, • Potential compensation for qualifying books or practices transitioned to the platform, • Multiple custodial options, including Schwab, Altruist, and Interactive Brokers, • Recruiting, marketing, operational, and transition support, • Integrated investment, tax, estate, insurance, and business resources, • Opportunity to build and lead a team, • Opportunity to create meaningful long-term enterprise value, • 100% remote, • Health insurance Who We're Looking For • 5+ years of wealth management or financial services experience, • Series 65, Series 66, or Series 7/66, • Entrepreneurial and growth-oriented mindset, • Existing book, team, or portable production preferred, • Interest in expanding beyond traditional investment management, • Strong desire to build a business and develop a team The Opportunity Technology and AI are changing financial services. The advisor of the future won't simply manage investments—they'll help clients solve a broader range of financial problems. If you're looking for a platform where you can build a business, not just a book, we'd like to hear from you.

About Hemisphere Hemisphere is a marketing agency that brings the excitement and persuasiveness of consumer advertising to B2B and B2G companies. We turn complex business solutions into creative stories, and campaigns that get decision makers to act. The people who pitch are the people who do the work. Our partners come from Accenture, Omnicom, Havas, Saatchi & Saatchi, Y&R, and Grey, and spent seven years leading creative for Accenture's largest new-business pursuits. Today we work with a Fortune 500 defense integrator on program pursuits and its presence at Space Symposium, AUSA, and AFA; with McKinsey on its Private Equity Transformation campaign; with a NYSE-listed company on its investor day; and with technology integrators launching new offers. Our best work happens at high-stakes moments: a pursuit that has to be won, a new CEO resetting the story, a portfolio company repositioning after acquisition, a stage at a major show. We want more of those moments, sooner. The role We are looking for a senior, well-connected operator who is already trusted inside PE-backed and growth-stage B2B companies, especially in aerospace, defense, and government services, and who hears about the big moments before they reach a brief. You are most likely a PE operating advisor, a former portfolio company executive, a fractional CMO, or an independent strategy or value-creation consultant. You work alongside the marketing function rather than inside it: in strategy, operations, finance, transactions, or growth. You regularly hear "we just closed an acquisition and need one story," "the new CEO wants a reset," "we are preparing for exit," or "we have a pursuit coming and nothing to show." When you do, you want a team you trust to hand it to. This is a fractional role, about one day a week to start. You open the door, qualify the opportunity, and co-lead the first conversations. Our partners shape, price, and deliver the work, and you stay close to the relationship. If it works, the role grows with the business (see "Where this goes" below). This is not a lead-list-and-cold-email role. We are hiring for your relationships and your judgment. The moments we look for We do our best work at inflection points. You will be listening for: • New leadership: a new CEO, CMO, or chief growth officer who needs to reset the story., • An acquisition or roll-up: a 100-day plan, or several companies that now need one brand and one capabilities story., • Exit or IPO preparation: an equity story, investor materials, and the film and narrative behind them., • A major pursuit: a program or contract that has to be won, with orals, capture storytelling, and proof to show., • A launch: a new product, offer, or business line that needs a market position., • A change in status: graduating out of a small-business program, entering a new market, or moving from services into products. What you will do Open doors where private equity meets defense and B2B. • PE-backed aerospace, defense, and government services (our priority). Many of these companies are built through acquisition and constantly need to merge brands, tell a combined capabilities story, and win larger programs. This is where our experience is strongest., • Private equity operating teams. Build relationships with operating partners, value-creation teams, and portfolio company CEOs and CMOs at lower middle-market and middle-market funds. The operating side is where marketing gets bought, and one relationship can open a whole portfolio., • Defense and national security. Reach marketing, business development, and capture leaders at prime contractors, mid-tier integrators, and defense-technology companies pursuing major programs or reshaping their brand., • Consulting and professional services (secondary). Reach practice and marketing leaders at consulting and advisory firms who need thought leadership, campaign, and pursuit creative. Qualify hard and early • Bring opportunities that meet our qualified-lead standard (below), so the partners spend pitch time on work we can win and want to do., • Share the context that is not in the brief: who decides, what is really driving the need, and what a win looks like for the buyer. Co-lead the first meetings • Make warm introductions and join first meetings alongside a partner., • Help shape the angle of the pitch with the partners, drawing on what you know about the buyer., • Stay the relationship owner through proposal and beyond, so clients have a trusted point of contact. Build repeatable channels • Turn one-off introductions into channels: a PE firm that brings us into several portfolio companies, or a partner firm that brings us into its pursuits., • Tell us what you are hearing in the market, so our offers and proof points keep pace with what buyers need. What a qualified lead means here An opportunity counts when it has all five: 1. A named decision maker you have spoken to or can introduce us to directly., 2. A real trigger: a pursuit, a launch, a leadership change, an acquisition, an investor event, or a repositioning., 3. Budget of $50,000 or more, or a clear path to it., 4. Timing within six months., 5. A fit with what we do: brand and positioning, campaigns and thought leadership, events and investor days, or pursuit and new-business creative. Who you are • You are already trusted by leaders at PE-backed or growth-stage B2B companies, ideally in aerospace, defense, or government services, and by the operating teams at the funds that own them., • You can name ten people with a live trigger this quarter, and the people you would call first., • You have originated senior relationships that turned into real work, and you can talk about specific introductions, deal sizes, and outcomes., • You understand how these buyers work: PE value-creation timelines and hold periods, defense pursuit and capture cycles, and how roll-ups integrate., • You have the credibility to sit with a CEO, operating partner, or chief growth officer and talk about their business, not our services., • You can tell a real opportunity from a pleasant conversation, and you say so early., • You are comfortable being a trusted introducer: your reputation is on the line with every introduction, and you protect it., • You can commit to two to three qualified introductions a month. Useful but not required: a board or advisory role at a PE-backed company; a defense or government services background, or a security clearance; experience working with or around an agency. What success looks like First 30 days • You know our work, our partners, and our strongest proof points well enough to introduce us credibly., • We have agreed a target list of 25 named accounts and firms across your networks., • Your first three introductory meetings are booked. First 90 days • Six to eight qualified leads introduced., • At least $250,000 in qualified pipeline created., • At least one proposal issued on an opportunity you sourced. First 6 months • First sourced client signed., • $500,000 or more in qualified pipeline created since day one., • At least one channel producing repeat introductions, such as a PE firm or partner firm. First 12 months • $300,000 or more in closed revenue from clients you sourced., • A steady flow of introductions we can plan around. How it works • Engagement: independent contractor, fractional, about one day a week (four to six days a month). Flexible hours., • Location: remote, with in-person meetings in New York and the Washington, DC area as needed. Reasonable travel expenses are covered when agreed in advance., • Compensation: a monthly retainer plus a success fee on revenue from clients you source, paid as the client pays us. We will share the specific numbers in our first conversation., • Start: a paid, 60-day initial phase with clear goals, so we can both confirm the fit before committing to a longer term., • Existing clients: our current clients and active prospects are house accounts and sit outside the success fee. We will share the list up front., • Conflicts: if you advise or are paid by a company you introduce, tell us before you make the introduction. We will agree how to handle it openly with you and, where needed, with the client. We will not pay a success fee on a company where you are its paid marketing adviser. Where this goes We are building this role to grow. If the introductions turn into clients, the role expands: more days, a larger retainer, and a seat in how we plan growth. At the right point, and based on results, we will talk about a senior growth leadership role at Hemisphere with the ownership and economics that come with it.

Job Details • Customer Success Advisor, • Location: Fully Remote, • Duration: 11/09/2026 - 05/07/2027 (Contract), • Team: Customer Success Advisor Job Overview • The Customer Success Advisor (CSA) plays a critical role in driving customer adoption, value realization, and long-term success across a portfolio of Adobe Experience Cloud customers., • This role blends customer success advisory, value measurement, stakeholder engagement, and account stewardship, with a dedicated focus on accelerating customer maturity and identifying opportunities that support retention and expansion., • The CSA supports client Value Realization initiatives and delivery teams utilizing customer success methodologies and value measurement techniques (e.g., success metrics definition, ROI tracking, adoption analysis) to maximize business outcomes and demonstrate measurable value throughout the engagement lifecycle., • Successful candidates have analyzed client success patterns, translated business objectives into value realization roadmaps, and championed client outcomes while balancing expectations, capabilities, and constraints of client and consulting environments. Responsibilities • Client Relationship Leadership: Conduct proactive customer outreach using the CSA digital engagement model and health based criteria; understand customer business objectives, success criteria, and value realization opportunities; build relationships with key operational stakeholders and monitor account sentiment, adoption, and health; respond promptly to reactive customer inquiries and coordinate resources as needed., • Value Realization Execution: Translate client goals into Value Realization Programs with metrics and milestones; lead internal and customer-facing Value Runbook Diagnostics (VRA Motion); monitor adoption trends, ROI indicators, success KPIs, and measurable value; develop use cases tailored to customer needs; identify attrition risks, opportunities, and value gaps early., • Lead Generation & Opportunity Identification: Surface early-stage solution upsell opportunities; provide recommendations and handoffs to Sellers and the broader Adobe Ecosystem; deploy digital programs such as thought leadership, events, and training; coordinate with AD and schedule customer SRB; contribute insights to Strategic Business Reviews, sharing adoption scores and next best action updates., • Communication & Stakeholder Management: Communicate effectively across business, technical, and executive audiences; engage sponsors and stakeholders to reinforce adoption strategies; provide structured meeting documentation and value updates; maintain Account & Solution Health summaries and planning in systems., • Problem Solving & Customer Advocacy: Troubleshoot adoption and measurement challenges; monitor and escalate technical issues when needed; activate CERT for major escalations; intervene early to prevent attrition risk and develop save plans. Required Qualifications • Bachelor’s Degree., • 6-8 years of Customer Success, Account Management, or consulting experience., • Experience with value realization, ROI, and success metrics., • Ability to translate data into insights and facilitate workshops., • Experience with customer success tools such as Gainsight., • Strong communication and analytical skills., • Understanding of change management., • Familiarity with Adobe Experience Cloud or similar platforms. Compensation • Pay Rate: $65.00/hour Requisition ID 37747770

About Paladin Companies Paladin Companies is an innovative parent company that manages ventures in real estate development, hotel management, B2B connectivity, AI-powered platforms, and custom design solutions. The unique business model utilizes physical and digital domains, creating synergy that enhances the value and efficiency of both. By synchronizing diverse offerings, Paladin Companies delivers seamless experiences while building a dynamic and interconnected ecosystem. Their mission is to "Protect What's Real. Pioneer What's Next." About Paladin Business Paladin Business is a branch of Paladin Companies that focuses on providing B2B connectivity across cloud and business services. Most businesses are overpaying on their technology every single month, and Paladin Business was built to fix that. As a vendor-agnostic technology advisor, we work exclusively for our clients, not the providers. With access to wholesale pricing across more than 600 vendors, we evaluate businesses' telecom, mobility, and tech stacks to find the best solutions at the best prices. Our team of engineers and specialists guide every transition from evaluation to implementation, and we stay in our clients' corner long after contracts are signed. The major selling point is we provide our services for free, and average 20-30% reductions on our clients’ monthly expenses. The Role This is a contract and remote position for a Business Development Representative as part of Paladin Business. You will be the first voice prospective clients hear from Paladin. You will work on a list of leads we provide, reach out via phone and email, and turn cold conversations into warm meetings, helping businesses discover just how much they could be saving. This is a high-activity, high-reward role. The Pay As a contracted Business Development Representative, the pay is commission-only. As such, the commission percentages are high at 20% for contacts we provide, and 50% for your own personal connections. Beneficially, most sales provide both monthly residuals and up-fronts, meaning each new client you bring in provides a one-time larger payment and raises your total monthly income. As stated in the role description, this is a high-activity, high-reward role. What You'll Do • Cold call prospective business clients using a provided list of contacts, • Qualify prospects and schedule discovery meetings for the Paladin team, • Maintain accurate, up-to-date records of all outreach and pipeline activity in the CRM, • Participate in weekly check-ins to review your pitch and continuously sharpen your approach, • Represent Paladin Business's mission clearly and compellingly on every call What We're Looking For • Comfortable on the phone: you don't mind rejection and see every "no" as one step closer to "yes", • Self-starter with strong follow-through and a results-oriented mindset, • Clear, confident communicator in both spoken and written form, • Organized and comfortable managing CRM workflows and tracking your own pipeline, • Prior sales or cold calling experience is a plus but not required. We will train you. What We Provide • Hands-on training with industry-standard sales and productivity tools including Orum, Zoho, Microsoft, and more, • Cold call coaching to help you perfect a compelling pitch and handle objections, • One-on-one check-ins to review performance and refine your approach, • A curated list of leads and contact information so you can focus on selling, • The credibility of representing a proven product that genuinely saves clients money

Turn Market Insight into Strategic Solutions—and Strategic Solutions into Growth Full-Time | Exempt | Virtual/Remote Environment | Up to 30% Travel Reports to: SVP, Strategic Partnerships Reverba Global is seeking a commercially driven, strategically minded Vice President, Partnerships to expand our client portfolio and grow high-value relationships across the pharmaceutical, biotechnology, and broader healthcare industries. This is a growth-focused role—not a traditional account maintenance position. The VP, Partnerships will build relationships with prospective clients, uncover opportunities within select existing accounts, and develop integrated solutions spanning patient engagement, medical communications, strategy, and technology. Through strong industry knowledge, executive-level client engagement, and disciplined business development leadership, this individual will help Reverba increase revenue, diversify its client base, and introduce clients to new services and solutions. The Opportunity You will serve as both a business development leader and a trusted strategic advisor. Rather than simply responding to a brief, you will seek to understand the underlying business challenge, evaluate the broader marketplace and brand dynamics, and translate those insights into a compelling point of view and actionable solution. Success in this position requires the ability to confidently engage senior client stakeholders, navigate ambiguity, identify whitespace, and convert opportunities into measurable incremental revenue across both new and existing client relationships. What You’ll Do • Develop and execute strategic business development plans that support Reverba’s growth and revenue objectives., • Build relationships with prospective clients and establish Reverba as a trusted partner within pharmaceutical, biotechnology, and healthcare organizations., • Identify whitespace and expansion opportunities within select existing accounts, moving beyond account retention to generate meaningful organic growth., • Diagnose complex client and brand challenges and translate marketplace, organizational, and stakeholder insights into strategic recommendations., • Develop integrated solutions incorporating patient engagement, medical communications, strategy, and technology., • Engage confidently with VP-, SVP-, and executive-level clients, using strategic storytelling to communicate a clear point of view and persuasively present solutions., • Work closely with internal Client Partners, Account Managers, and cross-functional teams to develop larger, more strategic programs., • Customize presentations, proposals, and client materials that clearly connect client needs to Reverba’s capabilities and solutions., • Manage the business development pipeline, maintain accurate CRM activity, and provide weekly pipeline updates to Reverba’s leadership team., • Contribute to sales forecasting, track performance against goals, and meet or exceed new business development targets., • Monitor competitive and industry developments and use those insights to inform positioning, opportunity development, and client conversations., • Establish relationships with industry influencers, strategic partners, and other key stakeholders., • Represent Reverba at trade association meetings, conferences, and other industry events., • Manage business development expenditures responsibly and complete related administrative and expense-reporting requirements., • Model Reverba’s values in every client, partner, and internal interaction. What You Bring • A bachelor’s degree in business, marketing, communications, life sciences, or a related discipline; an MBA is preferred., • Approximately 10 or more years of progressive business development, strategic sales, partnerships, or client growth experience., • Deep experience within the pharmaceutical, biotechnology, healthcare agency, medical communications, patient engagement, or related life sciences environment., • Demonstrated success securing new business and expanding existing client accounts within a service-based biopharmaceutical or healthcare organization., • A proven ability to identify whitespace, develop strategic recommendations, and convert opportunities into incremental revenue., • Strong understanding of pharmaceutical brands, client organizations, industry dynamics, and the ways medical, patient engagement, marketing, and commercial stakeholders intersect., • The ability to move beyond executing a client brief to uncover what the client is ultimately trying to solve., • Strong strategic thinking and synthesis skills, with the ability to connect marketplace, client, brand, and stakeholder insights., • Executive-level presence and the confidence to lead complex conversations with senior client decision-makers., • Exceptional presentation and strategic storytelling capabilities, including the ability to develop a persuasive point of view and communicate it clearly., • Excellent verbal, written, and interpersonal communication skills., • A successful track record of developing and maintaining trusted, long-term professional relationships., • Strong business judgment, intellectual curiosity, and comfort working through ambiguity., • Experience with strategic planning, revenue forecasting, budgeting, pipeline management, and CRM systems., • The ability to influence and inspire clients, internal partners, and decision-makers without relying solely on formal authority., • Advanced proficiency with Microsoft Office, particularly PowerPoint., • The ability and willingness to travel up to approximately 30%, including occasional overnight and international travel. Why Join Reverba? At Reverba, you will have the opportunity to: • Play a highly visible role in shaping the company’s growth and diversification., • Partner directly with senior clients to address complex and meaningful healthcare business challenges., • Bring together patient engagement, medical communications, strategy, and technology to create differentiated solutions., • Collaborate with experienced Client Partners, Account Managers, strategists, and cross-functional experts., • Help transform strong client relationships into larger, more strategic partnerships., • Operate in a professional virtual environment while maintaining valuable in-person connections through client meetings, industry events, and program activities., • Join an organization that values collaboration, agility, integrity, and community. Current Benefits & Perks Offered Medical, Dental, Vision, HSA, FSA, STD, LTD, Life Insurance, Supplemental Insurance, EAP, Pet Insurance, 401(k), Paid Time Off, Holidays, Sick pay, internet allowance, cell phone allowance, work-from-home allowance, wellness allowance, and anniversary rewards. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Help Us Build What’s Next We are looking for a thoughtful and commercially ambitious leader who combines strategic depth with the ability to build trust, inspire action, and deliver growth. You may not meet every preferred qualification listed—and we encourage you to apply if your experience, capabilities, and perspective position you to succeed in this role. Our Commitment to Inclusion Reverba committed to creating a diverse, equitable, and inclusive workplace. We provide equal employment opportunities to all employees and applicants without regard to race, color, ethnicity, national origin, religion, sex, sexual orientation, gender identity or expression, age, disability, genetic characteristics, marital or family status, veteran or military status, or any other status protected by applicable local laws. We believe diverse perspectives strengthen our ability to deliver meaningful impact across healthcare and life sciences, and we encourage candidates from all backgrounds to apply.

Valuation: Complex Securities - Managing Director CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm serving as a trusted partner to CFOs and their organizations. We help clients address complex challenges across accounting, financial reporting, transactions, regulatory compliance, valuation, and business transformation. We combine deep technical expertise with a hands-on, entrepreneurial approach to help leading companies move forward with confidence. CFGI is seeking an experienced Managing Director to help lead and expand our Complex Securities Valuation practice. The Complex Securities team advises clients on the valuation of sophisticated financial instruments and equity-based arrangements, including options, warrants, convertible instruments, embedded derivatives, contingent consideration, earnouts, and stock-based compensation. Managing Directors serve as senior trusted advisors to executives, finance leaders, boards, auditors, and other stakeholders. They take ownership of strategic client relationships, lead the most complex valuation engagements, drive business development, develop senior professionals, and contribute directly to the continued growth and market position of CFGI's Valuation practice. Roles & Responsibilities: • Serve as the executive engagement leader and senior technical advisor on complex securities valuation engagements., • Advise CFOs, Controllers, CAOs, finance executives, auditors, boards, and other senior stakeholders on complex financial-instrument and equity-related valuation matters., • Lead valuations involving options, warrants, convertible debt and preferred securities, embedded derivatives, contingent consideration, earnouts, stock-based compensation arrangements, and other complex instruments., • Oversee the application of appropriate valuation methodologies, including option pricing models, Black-Scholes models, Monte Carlo simulations, lattice models, discounted cash flow analyses, and other advanced valuation techniques., • Provide senior-level guidance on valuation matters associated with financial reporting, transactions, capital markets activity, equity compensation, and other strategic corporate events., • Lead engagement scoping, methodology selection, staffing, execution, technical review, quality assurance, project economics, timelines, and final client delivery., • Review and challenge valuation assumptions, methodologies, models, analyses, and conclusions prepared by engagement teams., • Communicate complex valuation concepts and conclusions clearly to executive management, audit teams, valuation specialists, boards, and other stakeholders., • Build and maintain long-term client relationships while identifying opportunities to expand existing engagements and introduce additional CFGI services., • Drive business development through relationship building, opportunity identification, proposal leadership, solution development, networking, market-facing activity, and pursuit of new client relationships., • Partner with CFGI professionals across Valuation, Finance & Accounting Advisory, Transaction Advisory Services, Tax, and other practice areas to develop integrated client solutions., • Mentor and develop Directors, Senior Managers, Managers, and Consultants while creating opportunities for technical development, client leadership, and career progression., • Contribute to recruiting, performance management, training, methodology development, quality initiatives, thought leadership, and broader practice development., • Monitor emerging valuation practices, accounting developments, transaction structures, and market trends relevant to complex securities and translate them into practical client solutions. What you must have: • 10+ years of experience in valuation, financial advisory, transaction advisory, consulting, investment banking, or another professional environment involving the valuation of complex financial instruments or securities., • Significant experience leading client-facing complex securities valuation engagements involving financial instruments, equity-linked securities, derivatives, stock-based compensation, or similar complex valuation matters., • Experience serving as a senior relationship owner or trusted advisor to executive-level client stakeholders while overseeing complex engagements and multidisciplinary teams. What sets you apart: • Experience leading valuations of options, warrants, convertible instruments, embedded derivatives, contingent consideration, earnouts, or other complex financial instruments., • Experience leading valuation work related to stock-based compensation and other equity-based arrangements., • Experience applying advanced valuation techniques such as option pricing models, Black-Scholes, Monte Carlo simulation, lattice models, or comparable methodologies., • Experience advising clients on complex valuation matters arising from transactions, capital raising, public-company reporting, equity compensation, or other significant corporate events., • Experience reviewing complex valuation models, assumptions, methodologies, analyses, and client-facing valuation reports., • Experience working directly with CFOs, Controllers, CAOs, auditors, boards, valuation specialists, or other executive stakeholders on significant valuation matters., • Experience managing multiple complex engagements, including responsibility for scope, staffing, budgets, timelines, engagement economics, technical quality, and client satisfaction., • Experience generating new business, expanding existing client relationships, developing proposals, identifying market opportunities, or otherwise contributing directly to revenue growth., • Experience developing Directors, Senior Managers, Managers, or other senior professionals through coaching, technical development, performance management, and engagement leadership., • Experience contributing to valuation methodologies, technical guidance, training programs, thought leadership, quality initiatives, or broader practice development., • Experience collaborating across accounting advisory, transaction advisory, tax, capital markets, or other professional-services teams to deliver integrated client solutions. Nice to have: • Bachelor's or advanced degree in Finance, Accounting, Economics, Mathematics, Financial Engineering, or a related field preferred., • CFA, ASA, CPA, or another relevant professional designation preferred., • Big 4, national valuation firm, investment bank, or other major professional-services experience is a plus., • Experience with valuations involving SPAC warrants, preferred equity, structured securities, or other highly complex or emerging financial instruments is a plus., • Experience supporting public-company, private-equity-backed, high-growth, IPO, or capital-markets environments is preferred. Who thrives here: • Executive presence with the ability to establish credibility quickly with senior client stakeholders., • Strong commercial instincts and a proactive approach to identifying and developing client opportunities., • Ability to translate highly technical valuation concepts into clear, practical advice for non-specialist audiences., • Strong judgment with the ability to challenge assumptions, resolve complex issues, and guide teams toward defensible conclusions., • Entrepreneurial, self-motivated, adaptable, ethical, and dependable., • Collaborative leadership style with a genuine commitment to developing future leaders., • Comfortable balancing client delivery, technical leadership, business development, team development, and broader practice priorities., • High energy with a commitment to exceptional client service, technical excellence, and sustainable practice growth. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Life Insurance Advisor — 100% Remote first year averages: $75,000+ part time $125,000+ full time full time high performers with our company are generating over $50,000 per month in income. About The Newbauer Agency www.mbnfinancial.com The Newbauer Agency helps individuals and families protect their financial futures through personalized life insurance, mortgage protection, final expense, and retirement solutions. We believe successful advisors are developed through strong training, mentorship, technology, accountability, and a commitment to serving clients well. Our advisors have access to a broad portfolio of highly rated insurance carriers and ongoing professional development designed to support long-term success in the insurance industry. Position Overview The Newbauer Agency is seeking motivated professionals to join our team as Independent Life Insurance Advisors. This is a virtual client-facing sales position focused on helping individuals and families evaluate and select appropriate insurance and financial protection solutions based on their needs.

Senior Sales & Business Development Manager (Technical Sales Manager) Sole Vertical Sales/BD Ownership: Semiconductor & Microelectronics Technical Sales & Business Development Opportunity Sequence has been retained by our client, one of the world’s leading precision cleaning, passivation, and cleanroom services organizations, to recruit a Technical Sales Manager focused on the semiconductor and microelectronics markets. As the most high-profile positions within the niche market, this represents an outstanding opportunity for an accomplished sales professional who understands the semiconductor industry, enjoys developing lasting customer relationships, and brings a demonstrated ability to sell technical services. A well-established organization, our client has built its reputation through decades of research, innovation, and specialized service delivery. Its capabilities include AS9100-certified cleanroom services and on-site chemical cleaning, supporting demanding customer applications throughout the United States and internationally. Leadership, integrity, and service are central to the organization’s approach to business. The company is seeking someone who reflects those values in how they build relationships, collaborate with colleagues, represent technical capabilities, and deliver on customer commitments. Reporting to the Vice President of Cleanroom Services, the Technical Sales Manager will solely own this market vertical and drive revenue growth across the organization’s cleanroom business units. Customer focus includes semiconductor fabs, OEM equipment manufacturers, microelectronics suppliers, and ultra-high-purity system manufacturers, owners, and installers. This remote position combines targeted new business development with the management and expansion of existing accounts. The successful individual will identify opportunities, establish credibility with technical and commercial decision-makers, and develop service engagements that create customer value while supporting profitable growth. Working closely with Inside Sales, Estimating, Customer Service, and local Operations leadership, this individual will guide opportunities from initial qualification through quotation, negotiation, and close, ensuring customer commitments align with operational capabilities and commercial objectives. The two central qualifications are meaningful semiconductor industry experience and a proven ability to sell services (not just product sales). Candidates may bring experience spanning semiconductor equipment, materials, manufacturing support, precision cleaning, contamination control, or related areas, provided they combine knowledge of the semiconductor marketplace with demonstrated success developing and closing service-based business. Direct experience selling precision cleaning or passivation services would be valuable, but is not required. The organization is most interested in someone who understands its customers, approaches sales consultatively, and can connect specialized service capabilities to customer needs. Position Responsibilities • Identify and develop new business opportunities within semiconductor and microelectronics markets through research, targeted outreach, professional networking, and lead follow-up., • Qualify prospects, understand customer requirements, coordinate quotations, negotiate agreements, and close business to meet or exceed revenue targets., • Expand existing accounts through broader program participation, stronger customer relationships, and increased share of customer spending., • Develop relationships with technical, operational, procurement, and executive stakeholders across customer organizations., • Serve as a trusted advisor, helping customers address precision cleaning and related service requirements through collaborative problem solving., • Partner with Inside Sales, Estimating, Customer Service, and Operations to develop responsive proposals and move opportunities efficiently toward closure., • Maintain an emphasis on favorable sales mix, profitability, and alignment between customer expectations and service delivery., • Develop and maintain knowledge of semiconductor and microelectronics markets, customer applications, relevant cleaning requirements, and adjacent service opportunities., • Establish communication channels that position the organization within current customer programs and emerging business opportunities., • Expand industry presence through professional associations, trade events, and ongoing relationship development., • Maintain accurate customer, opportunity, and sales activity information within the organization’s CRM platform., • Help resolve customer needs by connecting appropriate commercial, technical, and operational resources., • Support broader customer requirements, strategic initiatives, and organizational priorities as business needs evolve. Industry & Customer Focus The Technical Sales Manager will develop relationships and service opportunities across: • Semiconductor fabrication facilities., • OEM semiconductor equipment manufacturers., • Microelectronics manufacturers and suppliers., • Ultra-high-purity system manufacturers., • Ultra-high-purity system owners and operators., • Ultra-high-purity system installers., • Related customer applications requiring precision cleaning, passivation, and cleanroom services. The Ideal Candidate The ideal individual will be an accomplished sales and business development professional who brings both semiconductor industry experience and a demonstrated record of selling technical services. Candidates do not need to have spent their entire career in precision cleaning or cleanroom services. Experience in semiconductor equipment, materials, manufacturing support, contamination control, high-purity systems, or related environments can provide a relevant foundation when accompanied by proven services sales capability. Most important will be the ability to understand the customer’s business, build credibility, identify needs, and develop service engagements that produce lasting commercial relationships. The successful individual will be comfortable opening new accounts while investing the attention necessary to expand established relationships. This person should bring the discipline to manage a complex sales process and the judgment to collaborate effectively with colleagues responsible for estimating, executing, and supporting the work. Qualifications include: • Approximately 6 to 10+ years of successful, quota-driven sales and business development experience, supported by measurable results., • Meaningful semiconductor industry experience and familiarity with its customers, applications, and purchasing environment., • A demonstrated record of successfully selling technical services., • A bachelor’s degree, preferably with a technical or business focus., • The ability to understand technical customer requirements and communicate the value of specialized services., • Success developing new business and expanding existing customer accounts., • Strong relationship development and consultative selling skills., • Proven negotiation skills, including the ability to navigate complex contract structures., • Clear, concise, and engaging verbal, written, and presentation skills., • Strong preparation and research habits, curiosity, and a thoughtful approach to customer discussions., • Strong analytical ability, computer proficiency, and significant CRM experience. Microsoft Dynamics experience is preferred., • An entrepreneurial mindset, personal initiative, and the ability to work independently while collaborating effectively with technical and operational teams., • Strategic thinking, sound judgment, integrity, and accountability., • A valid Class C driver’s license and an acceptable driving record., • Ability to comply with applicable requirements of U.S. export control laws. Familiarity with semiconductor manufacturing processes, contamination control, cleaning requirements, and relationships across the semiconductor supply chain will be particularly valuable. Why This Opportunity This is an opportunity to combine semiconductor industry knowledge and services sales experience with the capabilities of an established industry leader. With a history dating to decades, the organization offers a respected technical services platform built around precision cleaning, passivation, and cleanroom services supporting demanding semiconductor and microelectronics applications. Working directly with the Vice President of Cleanroom Services and experienced commercial and operational teams, the successful individual will take ownership of developing new business and expanding existing accounts. The role offers meaningful involvement in shaping customer relationships, strengthening market presence, and driving profitable growth across semiconductor fabs, equipment manufacturers, microelectronics suppliers, and ultra-high-purity system organizations. The remote structure provides independence while maintaining an active presence with customers and industry partners. For someone who enjoys building business through technical credibility, consultative selling, and lasting relationships, this represents an opportunity to make a visible contribution within an organization grounded in leadership, integrity, and service. About the Culture The organization’s commitment to leadership, integrity, and service carries directly into the expectations for this position. Success requires earning customer trust, understanding the challenges behind a service request, communicating honestly, and working closely with colleagues to deliver on commitments. The Technical Sales Manager will represent both the organization’s technical capabilities and the standards of professionalism customers expect from an established service partner. The company is seeking someone who takes ownership, prepares thoughtfully, listens carefully, and follows through. Clear communication and an engaging, approachable manner are particularly valuable when working with customers across technical disciplines and organizational levels. Internal relationships are equally important. Successful service engagements depend on coordination among sales, estimating, customer service, and the operations teams responsible for performing the work. This individual must respect those partnerships, communicate expectations accurately, and help develop commitments the organization can deliver with confidence. The strongest fit will be a professional who combines energy and ambition with sound commercial judgment and a genuine commitment to people. Someone who enjoys earning business through expertise, responsiveness, and lasting relationships will find a meaningful opportunity to contribute. For a sales professional who knows the semiconductor marketplace and understands how to sell services, this represents a compelling opportunity to build business with an organization whose reputation rests on technical excellence and customer trust. Location & Travel This is a remote position requiring regular travel to customer facilities, field locations, and industry activities. Travel might comprise more than 50% of the workweek and include day travel, commercial air travel, extended driving periods, and occasional overnight stays. Work may periodically involve customer sites or field environments with dusty or noisy conditions. To Express Interest Apply here, or submit your resume through our website at www.sequencestaffing.com, or contact: Sequence Staffing 2008 Opportunity Drive, Suite 140 Roseville, CA 95678 Phone: 916-782-6900 Email: “Sequence: Where a handshake still means everything.”

Job Description Are you a sales professional that is also interested in cars? Do you like engaging directly with customers? Enjoy a sales career with absolutely no cold calling!! About us Our company has been doing business and providing exceptional customer service for over 50 years! Enjoy a salary and commission combination that can combine to be significantly higher than $50,000/ year while working an 8-5 schedule. We are a growing and industry-leading organization with multiple immediate openings for experienced sales professionals. We are seeking candidates highly motivated and looking for a new challenge in a fast-paced sales environment. There is a base salary for this position as well as enjoy commission on all sales. There is no cap on your earning potential. Paid Training. Descriptive Summary A Service Advisor is responsible for speaking with clients and potential customers to help them learn about our products and services. Their duties include meeting with clients, explaining how the company’s products or services function, and providing training for the product or service to the customer. Key Performance Indicators Primary Job duties in this role: • Check-in customers for service, • Provide customer service on available services, • Follow up on sales leads, • Offer product and service information to prospective customers. Core Functions List the core functions of the position: · Performs check-in process for MTC and retail customers · Establish and maintain healthy, long-term relationships with clients to generate repeat business and referrals. · Input products and services sold into our billing software. · Take incoming calls from customers · Book retail appointments for all inquiring customers · Follow up with customer on vehicle status · Call and follow up on sales leads given · Conduct quality control inspection on customers' vehicles before picking up · Give customer overview of services performed at pick up · Maintain a professional work environment. JOB Qualifications: Above-average communication and interpersonal skills • Excellent negotiation and persuasive skills for closing deals, • Good networking skills and the ability to handle numerous client companies and customers, • Ability to work under pressure and devise sales strategies, • Ability to explain product features and benefits in a way that stands out over competing brands, • Passionate about selling and finding ways to satisfy customers’ needs, • Resilience and a willingness to deal with rejection, • Excellent organization and management capabilities, including being a team player Winning Behaviors, Competencies, and Skills Define behaviors and values: Personality and communication (soft skills): · Become an expert in our product offerings and serve as a go-to source for clients who want more information concerning our products. · Establish and maintain healthy, long-term relationships with clients to generate repeat business and referrals. Experience Education: High school diploma Work Experience: 5+ years of product and service sales experience. Industry Knowledge: Familiar with the automotive industry or ability to learn the industry. Job Type: Full-time Salary: $50,000.00 - $75,000.00 per year low estimate with commission - no cap on earnings or commission Benefits: • 401(k), • 401(k) matching, • Dental Insurance, • Employee discount, • Health insurance, • Paid time off, • Parental leave, • Vision insurance Schedule: • 8-hour shift, • Day shift, • Monday to Friday, • Weekend availability Supplemental pay types: • Commission pay Education: • High school or equivalent (Preferred) Experience: • Sales Experience: 3 years (Required), • Customer Service: 5 years (Required)

Job Description Are you driven to grow, lead, and make a meaningful impact? At Apex, we're building more than a consulting and engineering firm—we're creating a place where your career accelerates, your contributions matter, and your potential is fully realized. We believe your growth is our growth, which is why we invest in your development at every stage of your career. Here, you'll work on projects that shape communities, protect the environment, and create lasting impact, all while being empowered with the autonomy and flexibility to do your best work. Fueled by high-quality delivery, exceptional client retention, and strategic acquisitions, Apex Companies continues to rank among the fastest-growing firms in the AEC industry, recently recognized by the Zweig Group for our industry-leading growth. Our success is grounded in strong leadership, a collaborative culture, and a shared commitment to delivering exceptional outcomes. As we continue to expand, we're looking for high-performing professionals who are ready to lead, collaborate, innovate, and create impact. At Apex, you help shape what's next. When we succeed together, we share in that success. All Apex positions are eligible for annual bonus opportunities, reinforcing our commitment to recognizing and rewarding meaningful contributions that drive our collective growth. This role is eligible for a minimum $20,000 sign-on bonus, in accordance with the Company's sign-on bonus program and applicable terms and conditions. Apex is expanding its Infrastructure Practice and seeking a senior leader to build and grow our infrastructure (water, wastewater, stormwater, transportation, civil engineering) business in Upstate New York. This is a strategic growth role for a senior, client-facing professional with a strong municipal network and an active book of business. The successful candidate will lead business development and project delivery for municipal infrastructure projects in their local geography, supported by Apex's national resources and multidisciplinary teams. The role begins as remote with the opportunity to establish and lead a new office in your target market. If you are an entrepreneurial leader with a track record of building markets, winning work, and delivering impactful infrastructure projects, we invite you to join Apex and help shape the next chapter of our Infrastructure growth. Key Responsibilities: Market Growth & Leadership • Lead the growth of Apex's infrastructure services within your designated local market., • Develop and execute a strategic plan to expand relationships with municipal, utility, and public-sector clients., • Leverage existing client relationships and your market insight to establish Apex as a trusted regional partner., • Collaborate with Divisional and Regional Leadership to align local efforts with Apex's broader infrastructure strategy. Client Development & Relationship Management • Serve as a trusted advisor to municipal and utility clients, understanding their infrastructure priorities and funding mechanisms., • Identify and pursue new project opportunities, lead proposal development, and manage interview and negotiation processes., • Drive cross-selling of Apex's complementary environmental, construction, and compliance services., • Represent Apex at professional associations, technical committees, and industry conferences. Project Delivery & Fiscal Oversight • Oversee delivery of municipal infrastructure projects including water and wastewater treatment, distribution/collection systems, stormwater management, transportation or civil engineering., • Ensure technical excellence, quality control, and adherence to scope, schedule, and budget., • Provide technical leadership, mentoring, and QA/QC oversight to project teams., • Manage project performance, including backlog, utilization, and profitability metrics. Team Building & Mentorship • Recruit, mentor, and develop engineers, project managers, and technical staff to grow Apex's local presence., • Foster a collaborative, high-performance culture focused on client satisfaction and technical excellence. What we're looking for: • BS or MS Degree in Civil or Environmental Engineering or relevant engineering discipline, • 15+ years of experience in municipal infrastructure, • Registered Professional Engineer preferred in NY, • Demonstrated success in developing new markets, securing key municipal clients, and achieving financial growth targets, • Strong record of mentoring, team development, and leading cross-discipline project teams, • Demonstrated ability to work effectively with clients in a forward-thinking manner to drive growth and sustained performance through effective leadership, • Excellent written and verbal communication skills, • Desire to manage and mentor all levels of staff #LI-JS1 Why you'll love working for us: • Company-subsidized medical and dental., • Company-paid life, short, and long-term disability., • 401k match, tuition assistance, and more., • Cross-training and the ability to work on a variety of projects., • Performance-based bonuses or other incentives., • Working with the best and brightest in the industry., • 2,000+ employee national firm with 70+ locations across the US. Apex Job Title: Principal Engineer Req ID:12111 Annual Expected Pay Range $195,000—$220,000 USD We believe in equality for all and celebrate the diversity and differences of our employees, customers, and communities. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Apex aims to make apexcos.com accessible to all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, please contact Talent@apexcos.com or (301) 417-0200. Likewise, feel free to reach out to us if you would like to view or discuss Apex policy related to equal employment opportunity or have any related concerns. EO/AA/VEV/Disabled Employer TO ALL RECRUITMENT AGENCIES: Apex Companies does not accept unsolicited agency resumes. Please do not forward resumes for any of our job postings to our career's sites, or to any employees of Apex Companies or affiliates. Apex Companies is not responsible for any fees related to unsolicited resumes.

Job Description FMF&E, a CNY Best Places to Work and Accounting Today Great Place to Work for Women certified firm, is seeking an experienced and highly motivated Tax Manager/Senior Tax Manager to join our dynamic and growing team. This is an excellent opportunity for a tax professional who thrives in a collaborative, client-focused environment. We take pride in maintaining a fun, flexible, and team-oriented workplace that values both professional excellence and personal well-being. As a Tax/Senior Manager, you will play a key leadership role in managing client relationships, overseeing complex tax engagements, and mentoring staff — all while helping shape the continued growth and success of our firm. This position is a hybrid position located in Syracuse, NY. Key Responsibilities • Serve as a front-line client advisor, developing strong, lasting relationships with clients and ensuring the highest quality in service delivery and compliance., • Lead complex tax planning and strategy engagements, offering innovative and practical solutions to minimize tax liabilities and achieve client goals., • Review and evaluate tax research, methodology, and conclusions to ensure accuracy and quality., • Represent clients during IRS audits, administrative hearings, and other regulatory interactions., • Collaborate with Partners on practice development, management, and strategic initiatives to support firm growth., • Represent the firm within professional and community organizations, strengthening our presence and reputation., • Oversee Tax Department scheduling and workload management to ensure efficient operations., • Mentor and develop Tax Staff, In-Charges, and Supervisors, fostering a culture of learning, accountability, and professional advancement. Qualifications • Minimum 6 years of progressive tax experience, 7 years or more for Senior Tax Manager, preferably in a public accounting firm., • Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation preferred)., • Active CPA license required., • Demonstrated commitment to exceptional client service and professional integrity., • Strong communication and relationship-building skills, with the ability to explain complex tax matters clearly., • Highly organized, detail-oriented, and self-motivated, with the ability to manage multiple priorities and meet deadlines., • Proven analytical and problem-solving skills, with a proactive, strategic mindset. About Us We are proud to be one of Central New York’s leading certified public accounting firms, serving clients locally and nationwide for over 40 years. Our firm has grown organically through a strong emphasis on teamwork, integrity, and excellence. We specialize in providing audit, accounting, tax, and management consulting services to clients across diverse industries, including: • Construction and contracting, • Credit unions and financial institutions, • Energy and independent power producers, • Professional services, • Manufacturing, wholesale, and distribution Our success stems from our dedication to client relationships, community involvement, and continuous professional development. Our Benefits We offer a comprehensive and competitive benefits package, including: • Competitive salary and performance-based incentives, • Unlimited (self-managed) paid time off for managers, • Paid holidays and flexible scheduling options, • 401(k) plan with firm contributions, • Employer-provided parking benefit, • Comprehensive health and welfare plan options (medical, dental, vision, etc.), • Career development programs, continuing education support, and mentorship opportunities Join a firm where your expertise, ideas, and professional growth are valued — and where you can truly make an impact. Apply today to become part of a firm that values excellence, collaboration, and community. There is a difference among accounting firms. We invite you to experience it firsthand! Firley, Moran, Freer & Eassa CPA, P.C. (FMF&E) is committed to a diverse and welcoming workplace in which all team members, clients, vendors, and all visitors are respected and included. FMF&E promotes respectful and meaningful collaboration across our diverse teams. This includes collaboration and inclusion with consideration of personal identities and experiences including physical ability, age, appearance, ethnicity, family/marital status, gender, gender expression, language, military or veteran status, nationality, political ideology, race, religion/spirituality, sex, sexuality and socio-economic status. Our diverse team strives to live our values of care, curiosity, and courage at all times in our work. Firley, Moran, Freer & Eassa is an equal opportunity employer Privacy Policy SMS Privacy Policy SMS Terms

Job DescriptionAbout the Company At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting. Company Summary: Bowers Accountants & Advisors Powered by CURRENT stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPA’s G400, we have moved to the Top 200 Firms nationwide, earning the No. 165 ranking inside Public Accounting's (IPA) 2026 IPA 500 list. We maintain a robust reputation grounded in integrity, professionalism, and unparalleled expertise. We proudly boast an extensive array of specialties and maintain a strategic presence with offices located in Syracuse, Rochester, Ithaca, and Watertown. Committed to delivering innovative solutions, we empower our clients to navigate intricate financial landscapes and attain their distinct financial objectives while serving private and closely held businesses with strategic advice for over 40 years. Whether traditional Tax and Audit, Client Accounting Advisory Services, Business Valuation, Accounting/Bookkeeping, Forensic Accounting, or Financial Planning Services, our approach is to master an in-depth knowledge of our clients with innovative analysis and recommendations to build and maintain net growth. Job Summary: Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data. This position has a career path to Partner. Requirements: Lead and manage multiple existing audit engagements for a diverse client portfolio, including planning, executing, and completing audits in accordance with established audit procedures. Perform risk assessments and develop comprehensive audit plans that address key areas of risk and control within client organizations. Oversee the execution of audit procedures, including evaluating internal controls, testing transactions, analyzing financial statements, and verifying the accuracy of records. Review and analyze audit findings, identifying areas of improvement, and providing recommendations to clients for enhancing operational efficiency and compliance. Ensure compliance with applicable regulations, accounting standards, and professional best practices throughout the audit process. Develop and maintain strong client relationships, acting as a trusted advisor and providing proactive guidance on financial and business-related matters. Supervise, train, and mentor audit staff, fostering a collaborative and supportive work environment while promoting professional growth and development. Stay updated on industry trends, regulatory changes, and emerging audit practices, and effectively communicate relevant information to clients and team members. Demonstrate a commitment to professional ethics and integrity, upholding the reputation of the firm and maintaining confidentiality of client information. Qualifications: A minimum of 5- 10 years of experience in a public accounting firm. A bachelor's or advanced degree in business or accounting CPA requirement Proven track record of managing and leading a team of professionals preferred Exceptional client service skills with the ability to build and maintain long-term client relationships. Excellent communication and presentation skills, with the ability to effectively convey complex financial accounting and audit concepts to both technical and non-technical stakeholders.. Strong analytical and problem-solving skills. Ability to work collaboratively in a team environment and thrive in a fast-paced environment Ambition and a desire to advance to a partnership position within our firm. Salary: $100K-$155K with Partner Track Potential Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic. Compensation Range: $80K - $120K

Job Description Our client is seeking a highly experienced healthcare IT leader to join their organization in Syracuse, NY. As a key senior leadership role, the Director of Information Technology is responsible for developing and executing the hospital’s IT strategy in alignment with organizational goals and industry best practices. Reporting to executive leadership, this position serves as a trusted advisor on digital transformation, cybersecurity, and emerging technologies, and leads enterprise‑wide change management initiatives across clinical and non‑clinical areas. Deep, hands‑on Epic EMR leadership experience is essential for success in this role. The Director provides overall leadership, accountability, and governance for the Epic Electronic Medical Record (EMR) system and all related clinical and revenue cycle applications, ensuring Epic is effectively implemented, optimized, upgraded, and supported. This role partners closely with clinical and operational leaders to align Epic functionality with workflows that support patient safety, quality outcomes, regulatory compliance, and provider efficiency. In addition, the Director oversees IT operations, cybersecurity, vendor and financial management, and talent development—building a high‑performing IT organization capable of supporting a 24/7 healthcare environment while driving excellence in Epic utilization and system performance. Director of Information Technology Responsibilities: • Develop and lead the hospital’s overall information technology strategy and roadmap, • Serve as a strategic advisor to executive leadership on healthcare IT, digital transformation, and cybersecurity, • Provide enterprise leadership and accountability for the Epic Electronic Medical Record (EMR) system, • Ensure Epic is effectively implemented, maintained, upgraded, and optimized to support clinical quality, safety, and efficiency, • Lead Epic governance, prioritization, change management, and optimization initiatives, • Partner with clinical, operational, and revenue cycle leaders to align Epic functionality with workflows and organizational needs, • Oversee day‑to‑day IT operations, including applications, infrastructure, network, and end‑user support, • Ensure high availability, reliability, and performance of all clinical and business systems, • Direct cybersecurity, disaster recovery, business continuity, and data protection efforts, • Establish IT policies, governance structures, and performance metrics, • Develop and manage IT operating and capital budgets with fiscal accountability, • Manage vendor relationships, contracts, and technology investments, • Lead, mentor, and develop IT leadership and staff, • Ensure compliance with regulatory, accreditation, and information security requirements, including HIPAA, • Stay current on Epic advancements, healthcare IT trends, and industry best practices Minimum Education & Experience Required: • Bachelor’s Degree in Information Technology, Computer Science, or a related field, • Minimum of 5–7 years of progressively responsible leadership experience in healthcare information technology, • Demonstrated experience leading enterprise IT operations in a hospital or health system in a hospital or health system environment, • In-depth understanding of healthcare information systems, clinical workflows, and EMR platforms (Epic preferred) Preferred: • Master’s degree in Healthcare Administration, Information Systems, Business Administration, or a related field · Experience with Epic EMR implementation strongly preferred Salary: $150,000.00 - $175,658.00 M3 Placement and Partnership is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.

Job DescriptionDescriptionTarisio is the leading international venue for fine instruments and bows. Launched in 1999, Tarisio revolutionized the market by combining first-class expertise, the efficiency of online bidding, and a firm commitment to ethics and professionalism. Our goal is to make buying and selling instruments increasingly accessible for musicians, patrons, dealers and collectors. We have offices in New York, London and Berlin, and conduct seven auctions per year as well as year round private sales of high value items, selling more than 3,000 fine instruments and bows annually to a truly global market.The Managing Director serves as a trusted strategic partner to Tarisio’s Directors and leadership, with oversight for key departments, including Finance. Working across Tarisio’s global offices, the role helps shape priorities, lead important initiatives, and translate long-term vision into action by bringing teams and functions together around shared goals. A significant part of the role is providing leadership and direction to Tarisio’s people, developing key leaders, and creating an environment where employees take ownership, work collaboratively, and follow through on commitments. The Managing Director also ensures the company has the structures and processes needed to support continued growth, identifying opportunities to strengthen how the business operates, introducing new approaches where needed, and leading meaningful improvements through implementation. Equally important is preserving the energy, character, and commitment to excellence that make Tarisio unique. Key Responsibilities • Partner closely with Tarisio's Directors and leadership as a trusted advisor, bringing sound judgment, informed perspective, and thoughtful guidance to important business decisions and organizational challenges., • Serve as the escalation point and provide leadership and oversight for key departments, managing, supporting, and developing employees at every level., • Translate Tarisio's long-term vision and strategic priorities into clear direction, actionable plans, and meaningful organizational outcomes., • Identify and pursue opportunities to strengthen and grow the business while creating long-term value., • Evaluate and lead the improvement of organizational structures, systems, and processes, identifying where change is needed and carrying new approaches through successful implementation., • Bring people, teams, and priorities together across Tarisio's global offices, strengthening communication and collaboration while building alignment around shared goals., • Set clear expectations and priorities, establish accountability, remove barriers, and ensure commitments are carried through and results are delivered., • Champion Tarisio's mission and values while reinforcing the brand, reputation, and public perception that distinguish the company, fostering an exceptional experience for clients, consignors, partners, and employees., • Pursue, develop, and maintain relationships with clients, consignors, partners, and industry peers while representing Tarisio. The ideal candidate is a seasoned and thoughtful leader with proven experience strengthening organizations, developing high-performing teams, navigating change, and building and refining the structures needed to support long-term success. They bring sound judgment, perspective, and the decisive confidence to navigate complexity while helping others make informed decisions. Confident and self-directed, they are comfortable taking ownership and working independently while recognizing when to collaborate, empower others, or roll up their sleeves to help move the organization forward. Naturally curious and forward-thinking, they identify new ideas and opportunities that improve the way work gets done and help Tarisio continue to evolve. Above all, they are thoughtful stewards of Tarisio’s culture, relationships, and reputation, motivated by the opportunity to make a lasting impact on the company’s future. Knowledge, Skills and Experience • Bachelor’s degree in Business Administration, Management, Organizational Leadership, or a related field required; MBA or other advanced degree preferred., • 7+ years of progressive leadership experience with demonstrated success strengthening organizations and leading high-performing teams., • Proven experience managing and developing employees at every level while fostering a culture of accountability, collaboration, and initiative., • Demonstrated success navigating change, improving organizational processes, and carrying new approaches through successful implementation., • Experience partnering with senior leadership to inform strategy, shape organizational priorities, and drive successful execution., • Strong business and financial acumen, with the ability to recognize opportunities, balance competing priorities, and make thoughtful decisions., • Exceptional communication and interpersonal skills, with the ability to build trust and influence at every level of the organization., • Experience bringing people and priorities together across multiple offices, locations, or international teams., • Willingness to travel domestically and internationally as business needs require., • An appreciation for craftsmanship, fine instruments, and classical music is a plus. Core Competencies • Strategic Mindset – Seeing ahead to future possibilities and translating them into breakthrough strategies, • Drives Results - Consistently achieving results, even under tough circumstances, • Develops Talent - Developing people to meet both their career goals and the organization’s goals, • Manages Complexity – Making sense of complex, high quality and sometimes contradictory information, • Instills Trust - Gaining the confidence and trust of others through honesty, integrity and authenticity Benefits • Medical, Dental & Vision, • Basic Life, • AD&D, • Disability, • 401(K) Program, • Performance based Incentive Compensation Red Clover is a New Jersey based outsourced strategic Human Resources firm managing the recruitment process on behalf of a client.