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Job Description RoosterRx is seeking a highly organized, accountable, and proactive Client Success & Project Delivery Manager to serve as a central link between our clients, business teams, and technical resources. This hybrid role combines account management, project management, and Scrum leadership responsibilities. Customer success is the primary objective of this position. The successful candidate will be responsible for understanding each client’s priorities, maintaining strong relationships, coordinating internal resources, and ensuring that commitments are delivered accurately, professionally, and on schedule. This individual must be an exceptional self-starter who takes ownership of outcomes, anticipates issues before they become problems, and follows through on every detail. The role requires someone who is comfortable managing client relationships, leading internal execution, and holding themselves and others accountable for measurable results. This is a full-time, in-person position based in Woodcliff Lake, New Jersey. Key Responsibilities • Serve as the primary relationship and delivery contact for assigned clients, developing a strong understanding of their goals, priorities, concerns, and measures of success, • Take ownership of the overall client experience, from onboarding and implementation through ongoing support, product adoption, and account growth, • Proactively communicate with clients regarding project status, upcoming milestones, open decisions, risks, and next steps, • Ensure that client questions, requests, and concerns are acknowledged promptly, tracked carefully, and resolved completely, • Identify potential client dissatisfaction, adoption barriers, or delivery risks early and coordinate corrective action before the relationship is affected, • Own client projects from initial planning through completion, ensuring that scope, responsibilities, milestones, dependencies, and deadlines are clearly documented, • Translate client requests and business priorities into clear requirements, actionable tasks, acceptance criteria, and measurable deliverables, • Lead Scrum and Agile delivery activities, including daily standups, sprint planning, backlog refinement, retrospectives, and progress reviews, • Coordinate across analytics, product, engineering, operations, and senior leadership to ensure that client priorities are understood and appropriately sequenced, • Maintain detailed project plans, meeting notes, action-item logs, decision records, risk registers, and status reports, • Hold internal project participants accountable for responsibilities, quality expectations, and delivery deadlines, • Prepare and lead client meetings, including agendas, implementation discussions, project updates, training sessions, and follow-up communications, • Verify that completed work meets the documented client requirements and has received appropriate internal review before delivery, • Respond rapidly and professionally to urgent client requests, production issues, market developments, and changing business priorities, • Develop a deep understanding of RoosterRx’s products, analytical capabilities, workflows, and client use cases, • Identify opportunities to improve client onboarding, communication, product adoption, project execution, and overall service quality, • Partner with leadership to identify opportunities for account expansion, additional services, and deeper client engagement Performance and Bonus Plan This position will be eligible for a performance-based bonus tied to clearly defined customer success and technology delivery objectives. Customer success will be the primary component of the incentive plan. Performance measures may include: • Client satisfaction and relationship health, • Client retention and renewal outcomes, • Successful onboarding and implementation, • Responsiveness and issue resolution, • Product adoption and client engagement, • Achievement of agreed client objectives, • Accuracy, timeliness, and quality of client deliverables, • Identification of opportunities to expand or deepen client relationships A secondary component of the bonus will be tied to the successful achievement of defined IT, product-development, and operational milestones, including: • On-time completion of agreed development initiatives, • Successful coordination of client-driven product enhancements, • Quality and completeness of business and technical requirements, • Effective sprint execution and removal of delivery blockers, • Improved documentation, testing, and release-readiness processes, • Measurable improvements in internal delivery efficiency and accountability Specific goals, milestone definitions, and bonus eligibility will be established and communicated for each performance period. The bonus plan is intended to reward both strong client outcomes and disciplined internal execution, with customer success carrying the greatest weight. Minimum Qualifications • Bachelor’s degree in Business, Project Management, Healthcare Administration, Information Systems, or a related field, or an equivalent combination of education and relevant work experience, • 5+ years of experience in client success, account management, project management, implementation, business operations, or a related role, • Demonstrated experience managing client relationships, projects, deadlines, stakeholders, and competing priorities, • Experience translating client and business needs into clear internal requirements and deliverables, • Exceptional attention to detail and a strong commitment to accuracy, • Excellent written and verbal communication skills, • Proven ability to work independently, take initiative, and carry responsibilities through to verified completion, • Ability to work in person at the RoosterRx office in Woodcliff Lake, New Jersey Additional Qualifications • Experience leading Scrum ceremonies or working within an Agile software-development environment, • Strong command of project-management and collaboration tools such as Jira, Confluence, Microsoft Office, Google Workspace, or comparable platforms, • Ability to create clear project plans, requirements, meeting summaries, executive updates, and client-facing communications, • Strong judgment and the ability to distinguish between routine issues, material client risks, and matters requiring immediate escalation, • Ability to work effectively with technical, analytical, operational, and business teams, • Ability to understand complex products and workflows and explain them clearly to technical and nontechnical audiences, • Strong interpersonal skills, including the ability to build trust, manage difficult conversations, and reinforce accountability, • Ability to operate effectively in a fast-paced, growing organization where priorities may change quickly Preferred Qualifications • Experience in healthcare, pharmacy benefits, insurance, financial analytics, software, or another data-intensive industry, • Experience managing software implementations, analytical projects, or client onboarding programs, • Experience in customer success, client retention, account expansion, or strategic account management, • Familiarity with pharmacy pricing, rebate analytics, claims data, or PBM operations, • Scrum Master, PMP, Certified ScrumMaster, PMI-ACP, or a similar project-management certification, • Experience working with executive-level client stakeholders, • Demonstrated success improving client satisfaction, project delivery, team accountability, or product adoption Critical Success Factors Success in this position requires more than coordinating meetings and updating project plans. The successful candidate will consistently demonstrate: • Customer focus: Client needs, outcomes, and long-term satisfaction remain at the center of decision-making, • Attention to detail: Requirements, commitments, decisions, and follow-up items are accurately documented and never allowed to fall through the cracks, • Ownership: Responsibilities are carried through from initial discussion to verified completion and client acceptance, • Accountability: Commitments and deadlines are taken seriously, and risks are communicated before they affect delivery, • Initiative: Problems are anticipated, investigated, and addressed without waiting for repeated direction, • Responsiveness: Clients and internal stakeholders receive timely, thoughtful, and complete communication, • Execution: Meetings and plans consistently lead to clear decisions, assigned responsibilities, and completed work, • Reliability: Clients and colleagues can depend on this person to be prepared, organized, responsive, and consistent Work Location This is a full-time, in-person position in Woodcliff Lake, New Jersey. Regular on-site attendance is an essential requirement of the role. Compliance Requirements • Must be eligible to work in the United States without the need for work visa or residency sponsorship, • Must successfully pass OIG/GSA exclusion screening prior to hire and on an ongoing basis, • Must comply with OFAC screening requirements; employment is contingent upon clearance, • Employment eligibility will be verified through E-Verify in accordance with federal law

Job Description Overview We are looking for a customer-focused and motivated Brand Advisor to deliver an elevated in-store experience and support overall store performance. This role is responsible for engaging with customers, driving sales, and executing daily store operations with a strong attention to detail. As a Brand Advisor, you will play a key role in bringing the brand to life through meaningful client interactions, product knowledge, and a well-maintained store environment. What You'll Do • Deliver an exceptional customer experience by building genuine connections and providing personalized product recommendations, • Drive sales performance by meeting individual and store goals, • Execute daily operational tasks including replenishment, merchandising, and maintaining a clean and organized store environment, • Process transactions accurately and efficiently while minimizing wait time and supporting a seamless checkout experience, • Support overall store operations by following company standards, policies, and procedures to ensure a safe and efficient environment Requirements • 1+ years of retail or customer-facing experience preferred, • Strong communication and interpersonal skills with a customer-first mindset, • Ability to work in a fast-paced environment while maintaining attention to detail, • Reliable, collaborative, and results-driven with a positive attitude Benefits • The hourly salary range for this position is $17.00 to $23.00 per hour, • Paid Time Off, • Training & Development

Job Description We are seeking a highly skilled and experienced ServiceNow Operations Manager to join our team at Forhyre LLC. The successful candidate will be responsible for managing and leading multiple strategic projects, collaborating with internal and external stakeholders, and ensuring the successful delivery of ServiceNow operations. Qualifications: • 12+ years' experience with software development, design, and architecture, • Bachelor's degree in Computer Science, Information Technology, or related field (Master's preferred)., • 7+ years' experience in solution architecture with emphasis on implementation of SNOW technical solutions, • 8+ years' experience in Agile practices, building software in an enterprise environment., • ServiceNow Certified Implementation Specialist and Certified Application Developer certifications., • Proven experience as a technical leader in ServiceNow implementations, with a deep understanding of ITSM and other ServiceNow modules., • Strong expertise in ServiceNow scripting, workflows, and integrations., • Deep enterprise architecture experience, including technical, business, security, and data architecture, • The ability to set clear and challenging goals while committing the organization to improved performance, tenacious and accountable in getting results., • Strong capability & ability to drive stakeholder & relationship management with all partners, • ServiceNow Certified Application Developer (CAD) or ServiceNow Certified Implementation Specialist., • Solid understanding and hands-on experience in ServiceNow modules such as Change Management, Incident Management, ITOM, IRM, ITAM, Security vulnerabilities (SecOps)., • Demonstrable experience in designing and implementing ServiceNow solutions to meet business requirements., • Experience with Agile and ITIL practices is a plus. Keys to Success in this Role: • Proven ability to work cross-functionally with teams to deliver successful projects., • Excellent problem-solving skills and ability to think critically., • Strong written and verbal communication skills and client facing skills., • Strong organizational skills with the ability to multitask and prioritize multiple priorities., • Work independently with minimal direction., • Ideal candidates would be ServiceNow experts, and certified. If you meet these qualifications and are excited about the opportunity to join our team at Forhyre LLC, please submit your application for consideration.

Job DescriptionBenefits: • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development Job Summary: We're looking for an AV Installation & Service Technician to join our North Jersey team, based out of our Ho-Ho-Kus location. In this role, you'll split your time between our shop and clients' homes, installing and supporting smart home automation systems that bring together lighting, shades, audio, video, and security into one seamless experience. This is a hands-on, customer-facing role for someone who takes pride in doing quality work and leaving clients with systems that just work. Our Lead Technicians regularly interact with clients while representing the Daisy brand and develop trusted relationships, helping to enhance their lives through technology. Responsibilities: • Install, configure, and troubleshoot smart home automation systems, including lighting control, motorized shades, audio/video distribution, networking, and home security., • Diagnose and resolve technical issues on-site, both independently and alongside senior technicians or project leads., • Travels to various job sites and client homes to complete installs, service calls and system support; uses hand and power tools safely; maintains company-issued tools, equipment, and vehicle organized and in good working order., • Communicate clearly and professionally with clients and other industry professionals, walking them through system operation and addressing questions on-site., • Communicate daily via Dynamics Portal about the progress of the project. Maintain accurate records of work performed, materials used, and time on each job.Qualifications:, • 2-3 years of AV/Networking /Technology Integration Experience or a related field, • A professional, customer-first attitude — you represent Daisy in clients' homes., • Strong troubleshooting skills and the judgment to know when to solve a problem independently vs escalate it., • Motivated to learn new technologies and processes, • Exhibits strong management and leadership skills; capable of leading and motivating others, • Can pass a drug screen and background check, • Possess a valid NJ Real ID driver’s license and access to a reliable, insured motor vehicle, • Ability to lift and carry equipment (up to 50 lbs) and comfortably work on ladders, in attics, crawl spaces, and other tight job-site conditions.Nice to Have:, • Experience with video wall systems, including mounting, alignment, and calibration., • Manufacturer certifications in control systems, networking, or AV platforms (e.g., Control4, Lutron, Crestron, or similar).Schedule & Travel: This position is based at our Ho-Ho-Kus, NJ location, with regular travel to client homes throughout the surrounding area for installs and service calls. Occasional travel beyond the immediate area may be required as business needs dictate. (All expenses paid by Company) Company Overview: Daisy is a national smart space installation and services company that simplifies smart home and office technology to make it work optimally bringing more joy into the lives of our clients. We design smart home and smart building solutions across lighting, shades, audio, video, and home security. Our North Jersey team delivers hands-on, high-quality installation and support for residential clients throughout the area, backed by the resources and reputation of a national brand. • Our Mission: To enhance the human experience through smart spaces., • Our Vision: To be the most beloved brand in technology service.Additional Information:, • We are a smoke, alcohol, and drug-free environment. This includes our buildings, vehicles, and job sites and/or when wearing our apparel., • We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Health insurance Please do not call the office regarding this position. All applications must go through Indeed. About Us Lightning Mechanical is a trusted HVAC contractor serving New Jersey and the greater Tri-State area since 2005. We specialize in commercial, industrial, and multi-tenant HVAC services. Our expertise spans repair, maintenance, installation, and custom sheet metal fabrication. We provide factory-trained service, installation, and maintenance for Daikin VRV and Applied systems, along with many other VRF manufacturers — setting us apart as a leader in the region. We are positioned for continued growth and are seeking a senior-level Estimator who can play a critical role in driving profitability and ensuring accurate project forecasting. Position Summary The Senior HVAC Estimator will be a key contributor to Lightning Mechanical’s growth strategy. This individual will be responsible not only for preparing accurate bids but also for shaping the company’s estimating processes, guiding project selection, and contributing to overall business development strategy. This is a high-impact role suited for a seasoned professional with the expertise to influence margins and secure profitable work for a growing company. Responsibilities • Lead the full estimating process for commercial and industrial HVAC projects, from review of specs/drawings to final bid submission., • Develop detailed cost breakdowns including labor, equipment, subcontractors, and materials., • Partner with leadership to evaluate project opportunities, ensuring bids align with strategic growth objectives., • Provide value engineering solutions to keep bids competitive without compromising quality., • Build and maintain strong vendor and subcontractor networks to secure competitive pricing., • Standardize and improve estimating procedures and tools to drive efficiency and consistency., • Support business development by providing pricing insights and participating in client-facing discussions as needed., • Assist with AIA billing and project documentation as required. Qualifications • Minimum 10 years of experience in HVAC estimating, with a proven track record in commercial and industrial projects., • Strong understanding of HVAC systems, equipment, and construction practices., • Familiarity with AIA billing processes (preferred)., • Demonstrated ability to influence project selection and contribute to profitability strategies., • Proficiency in estimating software and Microsoft Office Suite., • Excellent communication and negotiation skills, with the ability to work cross-functionally with leadership, PMs, and clients., • Highly organized, detail-oriented, and comfortable working in a fast-paced environment. Compensation & Benefits • Competitive salary: $110,000 – $150,000 per year, commensurate with experience., • Health, dental, and vision insurance options., • 401(k) retirement plan., • Paid time off and holidays., • Career growth opportunities in a company on track for continued expansion.

Job Description An independent opportunity for driven, self-motivated people ready to build something of their own. If you are someone who wants to be in business for yourself — but not by yourself — this may be exactly what you have been looking for. GIA Legacy Planning is a life insurance distribution agency helping families protect what they have built and plan for what is ahead. We work with independent agents across Houston and all of Texas who are building their own books of business through a system that is already proven and already in motion. This is not a job in the traditional sense. There is no boss, no punch clock, and no ceiling. It is an independent contractor opportunity where your results are a direct reflection of your effort, your consistency, and your willingness to follow a system that works. WHAT MAKES THIS DIFFERENT You control your schedule — mornings, evenings, weekends, you decide 100% remote — serve clients across Houston and the surrounding Harris County area from wherever you are most productive Warm inbound leads — you talk to people who already raised their hand for coverage, so there is no cold calling Carrier-paid training and mentorship from agents who are actively producing right now You build a book of business that pays you on every policy you write, with an ownership model and overrides as you grow a team No ceiling on your income — your results are a direct reflection of your effort and consistency WHAT YOU WILL DO Connect with interested clients through our proprietary lead system — people who have already requested information about coverage Present life insurance and protection solutions tailored to each family's situation Follow our step-by-step system for consistent daily activity and follow-up Build and manage your own pipeline of active clients and referrals Grow at your own pace — whether part-time or full-time, the system adapts to your commitment level WHO THIS IS FOR You are self-motivated and do not need someone standing over you to get things done You have experience in sales, real estate, finance, customer service, or another client-facing role — insurance experience is not required You are a career changer or part-timer in the Houston area looking for something with real long-term upside You are coachable and willing to follow a proven system even if it is new to you You are ready to get licensed if you are not already (we will show you exactly how) WHO THIS IS NOT FOR You want a guaranteed paycheck regardless of effort You are not willing to follow a system or take direction You expect results without putting in consistent daily activity You want someone to hand you success without accountability If you are ready to take ownership of your income, your schedule, and your future — we want to hear from you. Apply now and a member of our team will reach out within 24 to 48 hours. IMPORTANT: This is an independent contractor (1099) commission-only opportunity. There is no base salary, guaranteed income, or employment relationship. Earnings depend entirely on individual performance, activity level, and consistency. Past results of other agents are not a guarantee of your results.

Job DescriptionBenefits: • Life insurance, • Licensing paid by agency, • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Vision insurance Sales Producer Job Full Job Description Tom Birks Allstate Insurance Agency in Bloomfield NJ is hiring Insurance Sales Representatives to join our growing team! Our insurance agency is located in Bloomfield NJ, and we're up to big things! We provide Auto, Home, Business, and Life insurance to help protect our clients, and their assets. If you want to be a part of a winning and competitive culture, then this may be the career for you. Our Culture: We have a competitive culture where winning together is the standard. We believe that when employees and customers both succeed, everyone wins. This creates a team of people who love what they do and proudly represent our company. Compensation: We reward great performance. Our pay structure is one of the best in the industry, giving great performers the opportunity to earn an exceptional income. Career Growth Plan: We’re always developing future leaders. Every team member is encouraged to grow, improve, and take on new challenges. Advancement isn’t just possible here, it’s expected. Benefits for the Insurance Sales Agent: • Health Insurance, • Very competitive base salary (most competitive in the New Jersey area), • Very competitive commission structure, • Business and Leadership Courses available, • Bonus incentive based on individual/agency performance, • Paid time off - personal time and holidays, • Career growth/advancement development, • Training/coaching providedQualifications for the Insurance Sales Representative:, • Sales experience or a client-facing background is a preferred, • Proven track record of winning, • Excellent communication skills: written, verbal, and listening, • Intrinsically driven to be successful Responsibilities for the Insurance Sales Representative:, • Create insurance quotes, make sales presentations, and close sales, • Establish client relationships and follow up with clients, • Provide prompt, accurate, and friendly client support, • Maintain a strong work ethic with a total commitment to success each and every day, • Develop new financial service opportunities with both existing and new clients Here are the frequently asked questions and answers that we get about our career opportunity: What kind of training will I receive? We invest in our team members to help them succeed and achieve their personal, professional, and financial goals. You will receive the award-winning product and sales training that is exclusively offered in our agency. Is prior insurance sales experience required? No! You don’t need to know anything about insurance or insurance sales to apply. We provide all of the product and sales training that you’ll need to be successful! What is the culture like in your company? We have a competitive culture where we expect a lot from ourselves and each other; however, we support one another to ensure that we all succeed and have an enjoyable work environment. What would my career growth plan look like? All team members in our organization have the opportunity to go through our Employee Maturity Program and advance within our organization and take on leadership roles. Will I have to purchase my own leads? Absolutely not! We provide all of the leads! Our salespeople never have to worry about reaching out to their friends or family and asking them for business. Is this a commission-only position? Absolutely not! Our compensation plan is unmatched in the marketplace. We offer a base salary with uncapped commission and attractive bonuses. What can I reasonably expect to make in the first year? If you follow our sales process, at the very least you can expect to make $70,000 in your first year with your base salary, commission, and bonuses. If you're looking to be part of something remarkable, and if this career opportunity sounds like something you would like to be a part of, then apply today!

Job Description CoCreativ is a leading creative production company providing end-to-end solutions through Industrial Color, Smashbox Studios, and Globaledit. Together, our companies support brands and creative teams across photography, video, post-production, CGI, e-commerce content, studio services, and creative workflow technology. We're looking for an Account Director to drive growth across CoCreativ's existing client base. This is not a traditional day-to-day account management role. You'll work across Globaledit, Industrial Color, and Smashbox Studios to identify the relationships with the greatest potential, build strategic growth plans, and expand how clients work with CoCreativ. You'll inherit an established client base and have significant autonomy to deepen relationships, uncover new opportunities, and bring more structure to how we grow key accounts. This is a hybrid role based in New York, with in-office work in Tribeca Tuesday through Thursday. What You’ll Do • Identify priority, high-growth, and at-risk accounts across the CoCreativ portfolio., • Build and execute strategic growth plans for key clients., • Expand existing relationships through additional services, business units, and longer-term engagements., • Build relationships across multiple levels and functions within client organizations., • Partner with business unit leaders and account teams to uncover and advance opportunities., • Own senior relationships with selected accounts while supporting the teams managing day-to-day work., • Lead QBRs, planning sessions, client presentations, and other strategic touchpoints., • Stay ahead of client issues and coordinate internally to protect and strengthen relationships., • Track client activity, revenue trends, and opportunities using Salesforce and internal systems., • Represent CoCreativ at client meetings, dinners, events, and industry activations., • Help build a more consistent account-growth framework across the organization. Requirements • 10+ years of experience in account management, client services, business development, sales, or a related client-facing role., • A demonstrated track record of growing existing client relationships and revenue., • Experience within a creative agency, production company, studio, creative technology business, or related creative-services environment., • Strong relationship-building skills paired with a commercial, growth-oriented mindset., • Ability to operate credibly with senior creative, production, marketing, procurement, and business leaders., • Strong understanding of creative production and curiosity about AI and emerging creative technology., • A proactive, resourceful approach and comfort operating without a fully built playbook., • Ability to influence and drive action across teams you do not directly manage., • Strong presentation, communication, and commercial skills., • Working proficiency with Salesforce., • Willingness to travel and attend occasional client dinners and evening events. Benefits The anticipated base salary range for this role is $120,000 - $140,000 annually. This position is also expected to participate in a variable incentive/commission plan, with the structure currently being finalized and details to be shared during the interview process.Ranges are based on various factors, including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience, and skills relative to the defined job requirements. Our benefits package is designed to support your health, well-being, and time outside of work. It includes medical, dental, and vision insurance, an FSA, paid time off, summer Fridays, and regular office events that bring our teams together. Employees also enjoy a beautiful, inspiring workspace with an open gallery and two outdoor patio decks for working, connecting, and recharging.

Job Description For 2026 Graduates - Entry Level Financial Advisor Position Description: Our Post-Graduate Financial Advisor Development Program offers recent graduates a unique opportunity to transition seamlessly from student life to a rewarding career in financial advisory. This program is designed to equip participants with the skills and knowledge needed to build and manage their own practice post-graduation. Through comprehensive training, mentorship, and hands-on experience, you'll develop the confidence and expertise to succeed as a financial advisor, all while making a meaningful impact on clients' financial futures. What is the role and what will be my responsibilities? • You will be given the opportunity to run your own financial-advising practice, with the help of experienced advisors., • Through strategic business networking, you will build an extensive professional network and build your own clientele., • Introduce individuals, families, and businesses, to Northwestern Mutual's unique planning process to create customized financial plans designed to bring long-term financial security to your clients., • Obtain the required financial licenses with provided study courses and exams paid for on behalf of Northwestern Mutual. How will I be provided guidance and support? • The program and its directors will provide formal training prior to your official start. Training and support will also be provided throughout the program by seasoned financial advisors including weekly development workshops., • Prior to your start date, all accepted applicants will be granted access to the study materials to prepare them to pass their Life, Accident, and Health (17-55) Exam to allow them to discuss risk management products by the time the development program begins., • You will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills. Why Northwestern Mutual? • Northwestern Mutual is 1 of the largest financial services companies in the country with a strong reputation including, AAA financial strength rating, $244 billion in Wealth Management, and #1 provider of Life Insurance., • Northwestern Mutual's unique planning process backed by our quality and quantity of products/services allows us to deliver comprehensive financial plans., • Gain hands-on client-facing experience in the financial industry., • As a Financial Representative in our Paramus Branch, you will have the opportunity to join a young and rapidly growing firm that leads to a multitude of career opportunities., • Our business model and culture allows for naturally competitive and high-performing individuals to thrive and succeed in growing their business. Compensation: • Initial development stipends available, • Bonuses available, • Commission based on product sales (unlimited earning capacity) Important Talking Points: • Relationship building, • Impact, income, independence, • Steppingstone to full-time advisor role, • Opportunities to be sponsored for your SIE, Series 6, and Series 63 exam Eligibility: • 2026 College Graduates Location: • Our office is located in Paramus, New Jersey., • Fully in-person

Job DescriptionBenefits: • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development, • Bonus based on performance Job Title: Sales Representative / Account Manager Trainee Marc Hughes State Farm – Metuchen, NJ About Us Marc Hughes State Farm is a trusted local insurance and financial services agency based in Metuchen, New Jersey. Our mission is to help our neighbors manage life’s risks, recover from the unexpected, and achieve their dreams. We offer a broad set of products including auto, home, renters, condo, life, pet, and business insurance, as well as annuities, investment services, and banking products. Our office is located at 160‑1 Liberty Street, Metuchen, NJ 08840, at the end of Liberty Street off Central Avenue. We pride ourselves on delivering superior customer service, creating lasting relationships, and being an integrated part of our local community. Position Overview Are you a motivated, energetic individual, ready to build a meaningful and rewarding career? We are seeking a Sales Representative / Account Manager Trainee to join our team. In this role, you will: • Develop new business by prospecting, lead generation, and outreach, • Cultivate relationships with customers, understand their needs, and recommend appropriate insurance and financial products, • Meet and exceed sales goals and quotas, • Learn to market property & casualty, life, health, and banking products, • Collaborate directly with our agency leadership and experienced team members, • Assist with marketing efforts and community-based events, • Gain hands-on exposure to agency operations, licensing, and business logistics This position is ideal for someone who wants to learn, grow, and eventually lead or run their own book of business within the insurance/financial services industry. What We Offer • Compensation: Base salary plus commission/bonus structure (estimated range: ~$45,000 to $55,000/year), • Paid time off (vacation, personal, sick days), • Coaching and mentorship from experienced agents, • Professional growth and promotion potential within the agency, • Training for insurance and financial product licensing, • Dynamic work environment blending sales, service, and client relationships, • A diverse, engaged team and a supportive culture Ideal Candidate Profile (Age ~25) • You’re energetic, ambitious, and ready to invest in your professional future, • Outgoing with strong interpersonal and communication skills (verbal, listening, written), • Comfortable in a sales environment, goal-oriented, and self-motivated, • Willingness to learn licensing and compliance requirements for insurance and financial products, • Technologically savvy (familiarity with CRM tools, Excel, digital outreach), • Ability to manage time, follow processes, and stay organized, • Bilingual in Spanish and English is required — many of our clients are Spanish-speaking, and clear communication is essential Qualifications • Bilingual in Spanish and English (required), • College degree or equivalent experience preferred, • Prior sales, customer service, or client-facing experience is a plus, • Willingness to pursue property & casualty and life & health licensing (if not already licensed), • Valid driver’s license and reliable transportation Apply This is your chance to grow in an industry with long-term opportunity, valuable experience, and a career path you can be proud of. Apply today and become part of a team that makes a difference in people’s lives—while building your own future. Note: This is a position with an independent State Farm agent. Employment terms, compensation, and benefits are determined by the agent, not State Farm Insurance Companies.

Job Description Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients’ risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP® required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance – $75 monthly, • Bereavement leave – 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave – up to 100% of salary for 12 weeks, • Donation match – up to $500 annually, • Birthday PTO, • Learning and Development stipend – up to $1000 annually, • Volunteer PTO – 1 day per quarter, • Monthly cell phone allowance – $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of 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.

Job Description Account Director — Job Description Job Title: Account Director Location: New York, NY Reports to: Vice President About Becca and Co. Becca and Co stands at the intersection of what people eat, where they stay, and what they buy, with nearly two decades of success generating relevance, reputation, and revenue for some of the best brands in the world. With offices in New York, Los Angeles, and London, our agency has been recognized by the New York Observer’s "50 Most Powerful PR Firms" and by Forbes as one of the "Best PR Agencies in America." We believe in being a force for good; we believe that good communication can change the world, and we believe that a meal among friends is one of life's greatest pleasures. The Role We are looking for an Account Director to lead our client teams in developing and executing high-impact communications strategies for hospitality, restaurant, and lifestyle accounts. As the day-to-day client lead, you will provide senior counsel, oversee campaign planning, and drive creative concepts that deliver measurable results. You will guide both clients and team members, ensuring every project aligns with Becca and Co’s standards for excellence and innovation. This role calls for a visionary strategist who can see the bigger picture, inspire others, and foster long-term relationships with clients, media, and industry partners. Key Responsibilities Client & Media Relations--Serve as the account and client lead, providing high-level strategy and counsel.--Create and execute PR and marketing plans that integrate experiences, creative, and communications.--Lead client meetings, drive brainstorming sessions, and bring creative concepts to the team and clients.--Pitch and secure high-level media placements on a consistent basis.--Develop thoughtful pitches and review all team writing materials. Leadership & Team Management--Manage Account Executives and Senior Account Executives, overseeing their workload and professional growth.--Provide guidance and leadership to team members on account workflow and client issues.--Finalize and approve all internal and external documents, including press materials, agendas, and media lists.--Manage budgets related to client work. Events & Agency Contribution--Develop and oversee Becca and Co-owned events and activations.--Provide counsel on invite list curation and oversee all aspects of event execution.--Participate in new business meetings and draft new business proposals.--Maintain and develop strategic relationships with media, influencers, and industry partners.--Represent Becca and Co at industry events and happenings. Requirements • 6-8+ years of experience in public relations/marketing, with a focus on hospitality or lifestyle brands., • Proven track record of leading client accounts and managing teams in an agency setting., • Strong strategic thinking and experience developing and executing integrated campaigns., • Established high-level media relationships and a passion for creative storytelling., • Excellent leadership, communication, and client-facing skills. Benefits & Perks • Comprehensive medical insurance, • New business commissions, • Retirement plan / profit-share contributions, • Hybrid work model (Mo flex, Tu-Th office, Fri remote), • Summer Fridays, • Wellness days, • Paid family leave, • 401KSalary Range $90-120K Powered by JazzHR x79OnoinzJ

Job Description Sales Appointment Setter – Base Pay + Commission | $250K+ Total Earning Potential Why Choose Velaz Solar? At Velaz Group, we specialize in driving growth through high-performance sales teams in the home improvement space. We’re building a culture focused on results, opportunity, and financial growth. If you’re hungry, competitive, and want to make real money — this is where you do it. Position Overview: We are looking for a Client Acquisition Specialist (Setter / Opener) to generate new opportunities by connecting with homeowners and setting qualified appointments for our sales team. This is a field-based, entry-to-mid level sales role focused on lead generation and appointment setting, not management. Key Responsibilities: • Engage with homeowners in assigned areas (door-to-door outreach), • Generate qualified leads and set appointments for the sales team, • Clearly communicate the value of our services to potential clients, • Track your daily activity and performance, • Represent the company with professionalism and energy in the field Requirements • Strong communication skills and confidence speaking with people, • Self-motivated and goal-driven mindset, • Comfortable working outdoors and on your feet, • Ability to handle rejection and stay consistent, • Sales or customer-facing experience is a plus (not required) Benefits Exclusive Benefits for Top Performers: • Base Pay: Guaranteed $600 per week Includes performance bonuses, and overrides on solar & roofing installs based on team results and production. • At Velaz, leadership pay scales with results — giving strong leaders the opportunity to grow into high-income, long-term careers in solar and roofing., • Elite Rewards: Including an all-expenses-paid trip to Turks and Caicos, F1 Adventure – Live the thrill of a Formula 1 race, a Rolex watch, and a Tesla Experience – Drive a Tesla as one of our top performers., • Top Earning Potential: Earn between $150,000 - $250,000 annually, with uncapped commission opportunities., • Flexible Work Options: Be Your Own Boss with a flexible schedule that fits your lifestyle. Professional Development: Continuous support and growth opportunities to advance your career in the rapidly expanding solar industry., • Streamlined Process: Fast installation timelines. Take Control of Your Solar Career: Join the Velaz Group revolution and become part of a team dedicated to driving the clean energy transition. If you’re a passionate sales professional ready to make an impact, we want to hear from you. Watch this video! Clic here

Job Description SALARY: $115,000 - $125,000 Placement within the range for this position is based on a number of factors, including but not limited to, years of experience, relevant qualifications, skills, local market and budgetary considerations. LOCATION: New York (Hybrid) Who are we? Influencer is a global creator marketing agency on a mission to shape the future of marketing by humanizing brands. By placing creators at the center, the agency delivers creator-first solutions across creative, media, and commerce that connect brands with audiences through insight-driven creator campaigns built to stop the scroll and drive measurable impact. Founded in 2015 by YouTuber-turned-entrepreneur Caspar Lee and entrepreneur Ben Jeffries, Influencer is the world’s largest independent creator marketing agency - powered by a unique ecosystem of proprietary technology, platform partnerships, and longstanding talent relationships. As an Official Global Marketing Partner of TikTok, YouTube, Pinterest, Snap, Meta, and Twitch, Influencer delivers bespoke, enterprise-level solutions powered by Waves, its AI-driven operating system. From concept to conversion, the agency blends human instinct with platform intelligence to drive measurable outcomes across the full funnel - from brand perception to performance and sales. With 200+ team members speaking 30 languages across North America, Europe, and the Middle East, Influencer has delivered 6,000+ campaigns for leading brands including Spotify, SharkNinja, Google, Nike, Disney, and Coca-Cola. Job title Senior Account Director, Commerce Reporting of the role SVP, Global Performance Overview of the job As Senior Account Director, Commerce (NA), you are the senior client delivery lead for Influencer’s Creator Performance offering across North America. You are responsible for delivering best-in-class affiliate marketing, social commerce, and creator performance programs for some of our largest clients while building the operational foundations required to scale the business. Reporting to the SVP, Global Performance, you will lead the North America Commerce delivery team, overseeing client strategy, campaign execution, and team development. You will partner closely with Sales, Client Services, Creative Strategy, Paid Media, and Platform Partnerships to ensure commerce programs are commercially successful, operationally efficient, and consistently deliver measurable business outcomes. Beyond client delivery, you will play an important role in shaping our evolving commerce offering—helping develop playbooks, delivery standards, platform partnerships, and scalable operating processes that support the long-term growth of the business. This role requires deep expertise across affiliate marketing, creator commerce, and performance marketing, along with strong commercial judgement, operational leadership, and the ability to build trusted relationships with enterprise clients. 3 best things about the job Lead the future of creator performance Lead North America’s creator performance delivery function, helping shape one of the agency’s fastest-growing capabilities across affiliate marketing, social commerce, and creator-led performance. Build enterprise creator programs Partner with some of the world’s leading brands to design and deliver creator performance programs that drive measurable business outcomes including GMV, revenue growth, customer acquisition and ROAS. Help shape the business Work directly alongside the SVP, Global Performance to develop new products, improve operational excellence, strengthen platform partnerships and build the systems that will scale the Commerce business globally. Measures of success - in the first few months, you will have: Embedded into the North America Commerce team and established strong relationships across Client Services, Sales, Creative Strategy, Paid Media, Finance and Platform Partnerships. Taken ownership of the North America Commerce delivery function and established clear delivery standards across the portfolio. Built strong relationships with key platform partners including TikTok Shop, Impact, Awin and other commerce partners. Supported multiple pitches and growth opportunities, providing strategic, operational and commercial expertise. Implemented scalable delivery processes, reporting frameworks and campaign best practices. Built confidence across the business in Influencer’s Commerce offering and its ability to drive measurable business outcomes. Roles & Responsibilities: Lead and line-manage the Commerce delivery team (Account Director, Senior Account Manager and Senior Account Executive), ensuring consistently high standards of delivery, strong client satisfaction and long-term client retention. Act as a senior partner to clients, maintaining exceptional service standards across all workstreams. Own the Social Commerce & Affiliate delivery standard across the portfolio – performance strategy, delivery, analysis, reporting and optimisation. Support the Commercial team on pitches and growth opportunities, providing operational, strategic, costing, timeline and feasibility input on proposed campaign approaches and creative ideas. Set the TikTok Shop strategy and oversee execution across creator, seller and live shopping across the team's accounts. Own senior relationships across TikTok Shop and affiliate networks (Impact, Awin, CJ, Rakuten, Partnerize) and social commerce platforms (ShopMy, Meta Commerce, YouTube Shopping) Maintain oversight of campaign delivery standards, supporting escalation management where required across timelines, budgets, scope or client concerns. Be highly immersed in Influencer's product and operational ecosystem, proactively contributing ideas and feedback to improve internal systems, workflows, reporting capabilities and overall business efficiency. Be a commerce-confident presence in front of clients, able to speak credibly across paid media and the wider performance strategy, not just organic social commerce and affiliate. Act as the commerce and affiliate SME across the business, a trusted resource that Client Services, Commercial and Creative Operations rely on for briefs, pitches and delivery. Foster a collaborative, positive and solutions-oriented team culture through strong communication, approachability and leadership by example. Ensure quality, profitability and operational rigour across the portfolio, managing campaigns through Waves. What you will need: 8+ years’ experience across affiliate marketing, creator commerce, social commerce, influencer marketing or digital performance. Proven people leadership – line-managing, developing and getting the best from a delivery team Deep, demonstrable knowledge of TikTok Shop (creator, seller and live shopping) Experience with affiliate networks (Awin, Impact, Partnerize etc.) Commercially fluent: comfortable owning and reporting on GMV, AOV, CPA, CAC and ROAS Experience owning client strategy and delivery for commerce or performance products across a portfolio Client-facing gravitas – confident presenting strategy and results to senior stakeholders Experience supporting pitches and new business, including costing, timeline and feasibility input Strong operational judgement – escalation management across timelines, budgets, scope and client concerns Calm, organised and solutions-oriented, leading by example A few of our core benefits: Medical Benefits through Insperity Wellbeing support including EAP & Mental Health cover 401K with match opportunity 22 days of Paid Time Off (+ Federal Holidays which can be flexed to your needs) For more information on our benefits, perks and what makes us unique, please visit our website here At Influencer, we’re committed to cultivating an environment that promotes diversity, equity and inclusion. We promote DEI in our workplace and are a global community who believe our unique qualities should be celebrated. We want everyone at Influencer to bring their authentic selves to work everyday, irrespective of age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We are committed to embedding Diversity, Equity & Inclusion into everything we do at Influencer, making it part of our culture. All we ask is that you have a passion for Influencer Marketing and a desire to be a part of one of the fastest growing companies within this exciting industry.

Job DescriptionSunshine Sachs Morgan & Lylis is a leading global communications agency built to navigate the complexities of a hyper-connected world. We represent the icons and innovators shaping culture—from global heritage corporations and high-growth tech startups to the non-profits, creative legends, and visionary founders who define the global discourse. Our expertise spans the full cultural spectrum. We operate at the intersection of entertainment, social impact, corporate reputation, and consumer lifestyle, executing seamlessly across traditional media, social-first outlets, brand partnerships, and influencer ecosystems. Whether we are navigating complex crisis management, elevating advocacy campaigns, or launching global consumer brands, we are storytellers at our core. You may notice our digital presence is purposefully understated. While our clients are global household names, we believe the best work happens when the spotlight stays firmly on those we represent. We fly under the radar by design - preferring to let our campaigns, and our results, speak for themselves. If you're driven, intentional, and ready to do good, we're ready for you! Sunshine Sachs Morgan & Lylis is seeking a brilliant, strategic, and calm-under-pressure Senior Account Director to join our rapidly expanding Technology practice. This role is designed for a heavyweight communications leader with 10+ years of experience who is ready to architect the narratives of the next generation of Fortune 500 companies. Our Tech practice is as diverse as the industry itself, spanning fintech, healthtech, gaming, VR, hardware, and the venture capital firms that fund them. We are looking for an entrepreneurial "player-coach"—someone who can navigate a complex financial stakeholder meeting in the morning and lead a high-energy media brainstorm in the afternoon.The Role: • Integrated Strategic Leadership: Architect 360-degree communications programs that bridge corporate reputation, consumer brand awareness, and executive thought leadership., • C-Suite Counsel: Serve as a trusted advisor to founders, CEOs, and VCs. You are the steady hand during complex issues, providing thoughtful counsel that protects and elevates client reputations., • Modern Storytelling: Produce high-impact, persuasive content—from sophisticated messaging and investor-facing materials to sharp media pitches and event submissions., • Cross-Discipline Collaboration: Act as the hub for integrated accounts, partnering with experts in social media, paid media, design, and talent integration to build "speed-of-culture" campaigns for tech brands., • Media Authority: Leverage a deep-rooted network of top-tier contacts at TechCrunch, WIRED, Forbes, CNBC, and beyond to secure placements that move the needle on a client’s bottom line., • Team Growth & Mentorship: Direct and develop a team of high-performing executives. You are a career-builder who takes pride in coaching junior staff and driving team efficiency through consistent, constructive feedback., • Business Development: Drive agency growth by leading new business pitches and identifying organic expansion opportunities within our existing roster., • The Player-Coach Mentality: You lead the room but you aren't above getting in the trenches to ensure a project is delivered with meticulous attention to detail.Who You Are:, • The Tech Veteran: 10+ years of experience in PR/Communications, with at least 4 years of direct people management. You understand the nuances of the VC landscape and capital markets., • A Strategic Partner: You don’t just execute; you think outside the box to create impactful media moments and navigate the needs of financial stakeholders and thought leaders., • The Nuanced Leader: You lead with high EQ and a calibrated ego. You know exactly when to drive the conversation forward with authority and when to serve as a strategic observer to let the best ideas—or the client—shine., • Culturally & Digitally Fluent: You live in your browser and on your feed. You understand how social trends, digital communities, and brand partnerships can be leveraged to humanize complex tech., • Exceptional Writer: You are fast, creative, and persuasive, capable of translating dense technical concepts into compelling human stories., • Entrepreneurial & Driven: You thrive in an environment where you can build and scale a practice, always aiming to over-deliver rather than simply meet expectations.Salary commensurate with experience plus bonus eligibility & benefitsBenefits x PerksWe go well beyond the benefits that you’re looking for like medical, dental, and vision plans, 401(k) with matching, annual merit-based bonuses, PTO, fertility, FSA for medical, childcare, and commuter expenses. Eligible employees at Sunshine Sachs Morgan & Lylis may access these benefits, along with many additional perks including, a flexible work schedule, Work from Anywhere program, Summer Fridays, Wellness Days, and a 4-week sabbatical or trip to celebrate select anniversaries. We love to socialize so, we have collaborative workspaces, some offices even have rooftops, celebrations, networking opportunities, and community volunteering. We frequently mark opportunities to listen, learn and act throughout the year (Juneteenth, Election Day, International Women’s Day, etc.). SSM&L is committed to diversity, equity, inclusion, and ability. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, identity and expression, national origin, disability status, protected veteran status, or any other characteristic protected by law. There’s more!From day one, employees are carefully matched with a mentor to guide them on their path to success. Training and mentoring are a big deal here and since we are into promoting from within, we make sure to provide more than enough tools for you to learn and grow. We are proud to offer training throughout the year on topics for professional growth as well as personal growth. We have also developed a series of teaching workshops that are structured for each level of the company. Sunshiners also take love to take advantage of the monthly Meet the Industry series where industry thought leaders provide valuable insider info on how to work with them and their colleagues.

Job Description About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion. SUMMARY Reporting to the Global Head of Client Engagement, you are an experienced and effective relationship professional who will form part of our dynamic team at Waystone. In this role, you will manage a portfolio of existing client relationships, engaging directly with clients to deepen those relationships, identify new opportunities within the account, and run cross-sell and upsell opportunities through to close with the aim of driving revenue growth. The ideal candidate will have proven experience in client relationship management and business development within financial services, including familiarity with business development systems such as Salesforce, and a good understanding of the asset management industry. Within Waystone, we have a structure to support new revenue growth which includes defined roles for New Logo Business Development, Key Account Management, and Relationship Management (the “Commercial Team”). The Account Director sits within this Commercial Team, supported by a dedicated Sales Operations function that manages the operational execution of opportunities once identified and scoped. ESSENTIAL DUTIES AND RESPONSIBILITIES • Client Relationship Management: Build and maintain strong relationships with key decision-makers within your assigned portfolio of clients, acting as their day-to-day point of contact at Waystone., • Opportunity Identification & Triage: Proactively identify cross-sell and upsell opportunities and map whitespace through the development of account plans across your client portfolio. Triage each opportunity to determine whether it can be run directly, requires support from a specialist team, or should be passed to New Logo Business Development or Key Account Management to run a competitive process., • Running Opportunities: Lead client-facing discussions to scope out opportunities identified within your portfolio, prepare proposals for the client, negotiate fees and services, and follow Waystone sales process, with support from Sales Operations as needed., • Account Engagement & Planning: Maintain regular contact with your client portfolio, including periodic check-ins, to stay close to their evolving needs. Through this ongoing engagement, identify further opportunities for medium and long-term growth and document client strategy as part of a detailed account plan. Where appropriate, bring in the relevant members of the Commercial Team to help execute the strategy., • Collaboration with the Commercial Team: Work closely with New Logo Business Development, Key Account Management, and the Global Head of Client Engagement to ensure opportunities are routed to the right team and that your outreach is aligned with priority accounts and services., • Market Insight: Stay updated on industry trends, regulatory changes, and competitor activities to inform client conversations and identify relevant opportunities., • Relationship & Pipeline Reporting: Provide regular updates on account activities, revenue contributions, and client feedback to the Global Head of Client Engagement, using established methodologies for comprehensive reporting. Experience and Abilities: • Client Relationship & Commercial Experience: Proven experience in relationship management, account management, or client-facing commercial roles within financial services, with a track record of sourcing and executing new business opportunities from existing clients., • Industry Knowledge: Preferred but not essential, a good understanding of the asset management industry, including market trends, regulatory environment, and competitive landscape, is helpful for effectively positioning Waystone's services and identifying relevant opportunities for clients., • Ability to quickly learn the Waystone products and services: An understanding of the global suite of Waystone services to identify relevant cross-sell and upsell opportunities for your client portfolio is critical to being effective in the role., • Understanding of Sales systems and processes: A good understanding of Waystone's systems and processes, including Salesforce, Ebstas and Altify to support the oversight of assigned client portfolio and execution of identified opportunities., • Communication and Negotiation Skills: Excellent communication, presentation, and negotiation skills, both written and verbal, to effectively engage with the Stakeholders and clients., • Ethical Conduct: Upholding high ethical standards in all interactions, reinforcing Waystone's reputation as a trustworthy partner in the industry. Education: • Bachelor's degree in Business Administration, Finance, or a related field Compensation & Benefits • Competitive compensation package including quarterly commission with an OTE in the region of $250,000 - $300,000, • Generous Paid Time Off and Paid Holidays, • Comprehensive health benefits package (medical, HSA/FSA, dental, vision and more) with no waiting period, • Matching 401(k) plan with Retirement Planning Tools and no waiting period, • Employer paid voluntary supplemental LTD/Life/AD&D, • Paid Family Leave includes maternity and paternity, • Financial professional development support, • Referral Bonus Program

Job Description Group Account Director – Experiential & Field Marketing AGENCY OVERVIEW Established in 2010, our client is an industry leader in marketing brand experiences and creating cultural relevance. Marketing is the art of telling a great story, and they are some of the best storytellers in the business. They deliver experiences that are measured against excellence, from concept to completion. ABOUT THE ROLE The Group Account Director is a senior client services leader responsible for developing and executing experiential marketing, field marketing, and live event programs across a portfolio of client brands, with a strong focus on wine and spirits. This full-time role, based in New York, serves as the senior day-to-day client relationship lead while partnering closely with Creative, Production, Field Marketing, and Operations teams. The Group Account Director will play a critical role in helping shape agency direction, strengthening client relationships, improving operational processes, supporting new business growth, and leading integrated activation programs across multiple brands and markets. This role is ideal for an experienced experiential and field marketing leader who thrives in fast-paced, entrepreneurial environments, brings a strong strategic point of view, and excels at balancing client partnership, operational execution, and team leadership. The ideal candidate is collaborative, scrappy, adaptable, solutions-oriented, and comfortable operating within an evolving agency environment where flexibility, initiative, and relationship-building are highly valued. JOB RESPONSIBILITIES Serve as the senior day-to-day client lead across assigned experiential, field marketing, and live event accounts. Act as a trusted strategic partner to clients, translating objectives into impactful experiential and field marketing programs. Lead integrated field marketing and experiential campaigns across multiple markets and client brands. Oversee scalable activation programs, including ambassador programs, sampling initiatives, retail/on-premise activations, and live experiences. Lead client meetings, presentations, planning sessions, and strategic discussions while serving as a senior escalation point. Oversee the end-to-end experiential and activation process from concept development through execution and wrap-up. Collaborate with clients to build comprehensive workback schedules, activation timelines, and operational plans. Ensure internal and external teams remain aligned and accountable to milestones, deliverables, and execution standards. Provide strategic oversight across creative development, production execution, staffing, logistics, and operational workflows. Anticipate challenges and proactively drive solution-oriented decision-making in fast-paced environments. Manage, mentor, and develop Account Managers, Account Executives, and junior team members. Assess resourcing needs across program lifecycles and partner with leadership on staffing strategy. Oversee budget development, financial management, reconciliation, and pricing structure across assigned programs. Review estimates, invoices, and financial documentation to ensure accuracy, efficiency, and compliance. Ensure programs are delivered within scope, on time, and within budget. Lead post-event reporting efforts, ensuring insights, results, and recommendations are clearly communicated to clients and internal stakeholders. Translate quantitative and qualitative program data into actionable insights tied to client objectives and business goals. Identify operational improvements, executional trends, optimization opportunities, and growth areas across accounts. Collaborate closely with Production, Field Marketing, and Operations teams to ensure seamless program delivery. Support agency growth initiatives through client expansion opportunities, strategic relationship development, RFP participation, and new business support. Stay informed on experiential, cultural, consumer, and industry trends and apply learnings appropriately. Represent our client professionally at client meetings, activations, networking opportunities, and industry events. QUALIFICATIONS & REQUIREMENTS 7–10+ years of experiential marketing, field marketing, or live events experience within an agency client services environment. Proven success leading integrated experiential and field marketing programs from concept through execution. Strong understanding of field marketing campaigns, including ambassador programs, multi-market activations, and on-premise experiential initiatives. Demonstrated experience managing and developing junior account team members. Strong background in alcohol / spirits-based experiential marketing preferred. Experience managing multiple brands, activations, and client priorities simultaneously. Strong operational mindset with the ability to improve workflows, processes, and team alignment. Exceptional client-facing, communication, presentation, and relationship-building skills. Highly organized strategic thinker with strong attention to detail. Strong budget development, pricing strategy, and financial management experience. Entrepreneurial, adaptable, collaborative, and solutions-oriented mindset. Proficiency with Google Suite, Adobe Acrobat, and project management tools. Must be based in the greater NYC region. COMPENSATION STRUCTURE Base Salary: $145,000 – $160,000 Annual Performance Bonus: 10% Additional incentive opportunities tied to new business growth and agency expansion initiatives

Job Description Praytell is a creative communications agency made up of strategic minds, spirited hearts and people with a strong instinctive recoil from anything remotely boring. We create culture-driven, integrated work that earns attention, sparks conversation and makes people… well, give a shit. But more than that, we’re a team of curious builders, thoughtful challengers and collaborative problem-solvers who believe the best work starts with a simple question: what if we? What if we pushed the idea further? Solved the problem differently? Built something better? Our work moves fast, evolves constantly and rarely fits neatly inside a box - which is exactly how we like it. The people who thrive here ask questions, chase ideas, spot opportunities and care enough to go beyond the brief. They don’t wait for a perfect roadmap or a tap on the shoulder - they’re energized by figuring things out, making things better and helping shape what comes next. We hold ourselves to a high bar, but we’re not pretending to be a perfect agency filled with perfect people doing perfect work 100% of the time. We’re humans. Sometimes the work runs late. Sometimes the process is still being built. Sometimes there isn’t a policy, playbook or perfect answer for every little thing. What we do have is a genuine commitment to getting better - evolving how we work, support our people and build the kind of agency we want to be, together. So that’s our promise to you. If curiosity drives you, ownership excites you and “what if we?” feels more like a life mantra than a question - we’d love to hear from you. The Opportunity As an Account Director, Corporate Communications, you will: • Client Service, • Start with “Yes": Inspire confidence and momentum, helping clients navigate complex business challenges with thoughtful, actionable counsel., • Spidey Senses in Tune: Anticipate reputational risks, emerging issues and stakeholder concerns before they escalate., • No Ego, No B.S.: Lead with humility, putting the success of clients and teammates ahead of personal recognition., • Trust & Transparency: Serve as a trusted advisor by providing candid feedback, sound judgment and clear recommendations, even when conversations are difficult., • Sense of Humor & Short Memory: Remain calm under pressure, helping clients and teams navigate high-stakes moments with perspective and resilience., • Spirit of Partnership: Build enduring relationships with senior client stakeholders, becoming a trusted extension of their team and consistently delivering strategic value., • Account & Team Management, • Business & Reputation Expertise: Lead integrated corporate communications programs spanning executive communications and thought leadership; business and trade media relations strategy; financial, DEI and sustainability communications; corporate reputation and issues management; and internal communications., • Time & Budget Tracking: Manage the financial performance of multiple accounts, ensuring budgets, forecasts and scopes align with client expectations and profitability goals., • Workflow Management: Drive team workflows and operational excellence, ensuring projects are delivered efficiently and with exceptional quality., • Staffing: Partner with leadership to assess resourcing needs, support hiring decisions and build high-performing teams., • Employee Development: Coach and mentor team members through regular feedback, career development conversations and opportunities to stretch and grow., • Effective Communication, • Client Communication: Lead day-to-day and executive-level client communications, driving strategic discussions, aligning stakeholders and helping clients make informed business decisions., • Executive Counsel: Support agency leaders in advising C-suite executives and leadership teams on messaging, positioning and strategic communications that strengthen reputation and advance business objectives., • Written Materials: Develop and refine executive messaging, corporate narratives, speeches, media materials, thought leadership, internal communications and other high-impact deliverables., • Deck Development: Build compelling presentations that clearly communicate business challenges, strategic recommendations and measurable outcomes., • Presentation Skills: Lead executive meetings, workshops and presentations with confidence, tailoring recommendations for senior stakeholders., • Strategy & Planning, • Corporate Reputation Audits: Evaluate brand perception, stakeholder sentiment, media landscape and competitive positioning to identify risks, opportunities and strategic recommendations., • Stakeholder Analysis: Develop communications strategies rooted in a deep understanding of employees, customers, media, investors, policymakers and other key stakeholders., • Corporate Communications Strategy: Develop integrated communications strategies that strengthen corporate reputation, support business priorities and align executive, earned, internal and owned communications., • Media Relations: Develop proactive media relations strategies that build credibility, strengthen reputation and support business objectives., • Executive & Financial Communications: Lead communications surrounding funding announcements, acquisitions, earnings, executive transitions, strategic milestones and other market-moving events, partnering with executive leadership and investor relations teams when appropriate., • Issues & Crisis Communications: Develop issues preparedness plans and counsel clients through complex, fast-moving communications challenges with confidence and sound judgment., • Internal Communications: Develop internal communications strategies that reinforce business priorities, organizational change and company culture., • Narrative & Executive Positioning, • Corporate Storytelling: Shape compelling narratives around company purpose, innovation, growth and key business milestones., • Thought Leadership: Position executives and organizations as trusted industry leaders through bylines, original content and strategic points of view., • Executive Visibility: Drive speaking opportunities, media engagements, award strategies and executive platforms that build influence and credibility., • Integrated Campaign Concepts: Create reputation-building campaigns that connect corporate storytelling with broader business objectives and consumer-facing programming., • Measurement & Reporting, • Data Analysis, Interpretation and Action: Analyze media, reputation and stakeholder insights to identify trends, risks and opportunities and provide actionable, strategic recommendations that strengthen reputation and support business objectives., • Stakeholder Communication: Present executive-ready insights and recommendations that clearly connect communications outcomes to business impact., • Goal Alignment & Performance Metrics: Establish meaningful success metrics, evaluate program performance and continuously optimize strategies based on results.Compensation, Benefits & Perks Beyond the role itself, we’ve built a place that genuinely shows up for its people - and that comes through in how we think about benefits and the overall employee experience. We offer a robust package designed to support your health, wellbeing, growth, future self and life outside of work. Salary: $105,000 - $130,000 (This range reflects the minimum and maximum compensation for the role. We typically make offers within the 25th to 75th percentiles of the range and do not exceed the listed maximum. Final offers are based on experience, skills and qualifications.) Benefits & Perks • Comprehensive health care coverage, • Employee Stock Ownership Plan (ESOP), • 401(k) with company match, • Flexible Time Off (FTO), • 18 company holidays, • Flex Fridays, • PrayCare wellness stipend and Rebalance Day, • Employee Assistance Program (EAP), • Paid parental leave and fertility support, • Training, learning and professional development programs, • Camp Praytell, • Employee Resource Groups (ERGs), • And more!Interview Process Please note: due to the high volume of applications we receive, we're unfortunately not able to respond to every applicant individually. While we review every application, we'll only be in touch with candidates we're moving forward with. We know how tough it can be to wait and wonder, especially in today's job market, so in the spirit of transparency: if you haven't heard from us within 10 business days of applying, it means we've decided to move forward with other candidates for this particular role. We truly appreciate the time, energy and care that goes into every application, and we'll keep your information on file for future opportunities that may be a fit. Our interview process typically takes 4-6 weeks and includes: • Application Review: Before applying, please review the location requirements for this role. Unfortunately, candidates who do not meet the location requirement will not be considered., • Phone Screen (30 minutes), • Team Interview (30-60 minutes), • Leadership Interview (30 minutes), • Take-Home Exercise (TBD): A short, client-agnostic assignment designed to help us better understand how you think, approach challenges and tackle the work. Candidates who complete the exercise will receive a stipend via electronic gift card., • Offer, • Target Start Date: August 2026Who We Are We are an equal opportunity employer. We welcome all people and do not discriminate - period. All qualified applicants will receive consideration for employment in accordance with federal, state and local laws. We prohibit workplace harassment and discrimination of any kind and are committed to building an inclusive workplace in every location where we operate.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Company Description Keller Williams NYC is a leading real estate brokerage recognized for its top ranking in agent count, units, and sales volume. The company empowers real estate professionals with advanced technology, tools, and training to help them grow sustainable, high-performing businesses. As the home of the Tech-Enabled Agent, Keller Williams NYC focuses on innovation that enhances client service and agent productivity. The brokerage operates with a strong commitment to fairness, adhering to New York State Fair Housing Regulations and standardized operating procedures for purchasers of real estate. Professionals joining Keller Williams NYC can expect a collaborative environment that supports career development and ethical business practices. \n Role Description This is a full-time, on-site role based in New York, NY for a Licensed Real Estate Salesperson or Licensed Real Estate Associate Broker. The professional in this role will prospect for new clients, follow up on leads, and build a pipeline of buyers, sellers, landlords, and tenants. Day-to-day responsibilities include conducting property showings, hosting open houses, preparing and presenting listing presentations, and advising clients on pricing, marketing, and market conditions. The role also involves drafting and reviewing offers, negotiating terms, coordinating with attorneys, lenders, and other parties, and guiding clients through each step of the transaction to closing. The individual will be expected to maintain accurate records in CRM systems, stay current on local market trends and regulations, and actively participate in team meetings, trainings, and networking activities. \n Qualifications \n \n\n • Active New York State Real Estate Salesperson or Associate Broker license in good standing, with knowledge of local real estate laws and Fair Housing regulations.\n, • Client service and relationship-building skills, including strong communication, active listening, and a consultative approach to understanding client needs.\n, • Sales, negotiation, and deal management abilities, including prospecting, lead conversion, objection handling, and closing transactions.\n, • Organizational and time-management skills, with the ability to prioritize tasks, manage multiple clients and deals, and maintain accurate documentation.\n, • Comfort with real estate technology and tools, such as CRM platforms, MLS systems, digital marketing tools, and virtual tour or presentation software.\n, • Professionalism, integrity, and a commitment to ethical and non-discriminatory practices in alignment with Fair Housing and company standards.\n, • Entrepreneurial mindset with a strong work ethic, self-motivation, and the ability to thrive in a performance-driven, collaborative environment.\n, • Prior residential or commercial real estate experience, or a background in sales, finance, or customer-facing roles, is preferred but not required.\n

Company Description Graceful Realty LLC is a growing real estate brokerage serving residential and commercial clients in Queens, NY and surrounding areas. The company focuses on personalized service, transparent communication, and long-term client relationships. Team members collaborate to provide informed guidance on buying, selling, and renting properties, with an emphasis on local market expertise. Graceful Realty LLC values integrity, professionalism, and a supportive work environment that helps real estate professionals build sustainable, rewarding careers. \n Role Description This is a full-time, hybrid Real Estate Agent role based in Queens, NY, with a mix of in-person client work and some work-from-home flexibility. The Real Estate Agent will manage the full transaction lifecycle, including prospecting leads, conducting property showings, preparing and presenting offers, and guiding clients through contracts, inspections, and closings. Daily activities include researching local market trends, pricing properties, coordinating marketing activities such as listings and open houses, and maintaining accurate documentation and CRM records. The role requires regular communication with buyers, sellers, landlords, and tenants, as well as close collaboration with lenders, attorneys, inspectors, and other industry professionals. The agent is expected to uphold company standards, follow all regulatory requirements, and provide responsive, client-focused service. \n Qualifications \n \n\n • Valid New York State real estate license (or clear plan and eligibility to obtain one shortly).\n, • Strong client service skills, including clear communication, active listening, and timely follow-up.\n, • Ability to conduct market research, analyze property values, and explain real estate data to clients.\n, • Experience or comfort with sales activities such as prospecting, networking, and negotiating offers.\n, • Proficiency with real estate listing platforms, CRM tools, email, and basic office software.\n, • Organizational skills to manage multiple clients, deadlines, and documentation with attention to detail.\n, • Comfort working in a hybrid environment, meeting clients on-site in Queens, NY and working remotely when appropriate.\n, • High level of professionalism, integrity, and adherence to fair housing and regulatory standards.\n, • Ability to work independently while collaborating effectively with colleagues and business partners.\n, • Prior experience in real estate, sales, or customer-facing roles is beneficial but not strictly required.\n, • Fluency in additional languages common in Queens communities is a plus.\n

Job Description Now Hiring: Part-Time Kitchen Designer (2020 Design Experience Required) Union County, New Jersey Local builder is seeking a talented Part-Time Kitchen Designer to join our team. If you’re skilled in 2020 Design, enjoy working directly with clients, and understand the full kitchen design process from concept to ordering, we’d love to meet you. What You’ll Do: • Meet with our established clients in our Union County office to understand their vision, needs, and style, • Create detailed kitchen designs using 2020 Design, • Recommend cabinetry layouts, finishes, and functional solutions, • Prepare and place cabinetry orders accurately, • Guide clients through each step of the design process with professionalism and clarity What We’re Looking For: • Strong experience with 2020 Design, • Fluency in the full kitchen design workflow, • Excellent communication and client-facing skills, • Detail-oriented, organized, and creative, • Ability to work independently and manage your own schedule, • Must be able to meet with clients in person at our Union County office, • Certification by NKBA a plus Why Work With Us: • 20 years of proven success in building additions, renovations, and custom homes, • Authorized dealer for various cabinet lines at various price points, • Flexible, make-your-own hours, • Family-owned business, • Supportive, friendly, team environment, • Opportunity to take ownership of your projects and creativity If you’re passionate about kitchen design and ready to help our clients create spaces they love, we’d love to hear from you. \nCompany Description A full service building and remodeling firm serving Central New Jersey since 2001. TimberRidge specializes in custom homes, additions, and renovations for residential properties and is a member of the Cranford & Suburban Chamber of Commerce, while maintaining an A+ rating with the Better Business Bureau. They are fully licensed and insured as an accredited New Jersey Home Improvement Contractor, as well as an accredited New Jersey Home Builder. TimberRidge Construction is locally-owned and operated and take a very personal approach to working closely with clients, architects and designers to bring ideas and dreams to fruition. As a whole, the entire TimberRidge team strives to meet and exceed customer expectations every step of the way—from initial first meetings through to project completion. A full service building and remodeling firm serving Central New Jersey since 2001. TimberRidge specializes in custom homes, additions, and renovations for residential properties and is a member of the Cranford & Suburban Chamber of Commerce, while maintaining an A+ rating with the Better Business Bureau. They are fully licensed and insured as an accredited New Jersey Home Improvement Contractor, as well as an accredited New Jersey Home Builder. \r\n\r\nTimberRidge Construction is locally-owned and operated and take a very personal approach to working closely with clients, architects and designers to bring ideas and dreams to fruition. As a whole, the entire TimberRidge team strives to meet and exceed customer expectations every step of the way—from initial first meetings through to project completion.

Sales Tax Auditor About Us Sales Tax Helper, LLC is a fast-growing sales tax firm representing businesses nationwide in sales tax audits, assessments, voluntary disclosure agreements (VDAs), registrations, filings, and complex sales and use tax consulting matters. We work with business owners, CFOs, controllers, and accounting teams to solve high-stakes sales tax issues with professionalism, clarity, and confidence. We are hiring an experienced former state sales tax auditor to join our team and help represent clients through audit defense and dispute resolution matters. Position Summary The Sales Tax Auditor will serve as a key member of our audit defense team, supporting and leading client matters involving sales and use tax audits, document production, audit negotiations, and dispute resolution. This role is ideal for someone with 3–5+ years of state agency auditing experience who enjoys working directly with businesses and helping them navigate high-pressure tax situations. Key ResponsibilitiesAudit Defense & Client Representation Represent clients during sales and use tax audits, including managing audit communications and document submissions Review audit notices, IDRs, sampling plans, and proposed assessments Assist in preparing audit workpapers, reconciliations, and supporting documentation Identify and address audit risks, weaknesses, and opportunities to reduce exposure Negotiate audit findings with state auditors and supervisors in a professional, strategic manner Technical Sales & Use Tax Work Analyze sales and purchase data to determine taxability and compliance Review exemption certificates and resale documentation Identify sourcing issues, nexus exposure, and reporting errors Support voluntary disclosure and compliance remediation projects Internal Collaboration Work closely with attorneys, consultants, and administrative staff Assist in developing audit defense strategies and case plans Help improve internal processes, templates, and audit workflows QualificationsRequired 3–5+ years of experience as a state sales and use tax auditor (Department of Revenue or equivalent) Strong understanding of audit procedures, sampling, and assessment methods Experience handling taxpayer documentation and audit negotiations Excellent written and verbal communication skills Strong attention to detail and ability to manage multiple cases Professionalism and confidence in client-facing situations Preferred Multi-state audit experience Experience with appeals, protests, or administrative dispute resolution Experience working in a CPA firm, law firm, or consulting environment Familiarity with sales tax software, POS systems, and ERP exports (QuickBooks, NetSuite, etc.) What Success Looks Like Clients feel supported, confident, and informed during stressful audits Audit exposures are reduced through strong documentation and negotiation Matters move efficiently with organized, professional case handling You become a trusted “go-to” audit defense leader inside the firm Compensation & Benefits Competitive salary based on experience Performance bonus opportunities Flexible work environment Paid time off and holidays Growth opportunities in a rapidly expanding sales tax firm Employment Type: Full Time Bonus/Commission: No

Job Description: Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world’s largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Summary: The Marketing Strategic Partner works with marketing and business stakeholders to develop and implement marketing strategies and plans for global marketing campaigns and programs. They do this to advance the Revenue, Relationship and Reputation goals of the company, by ensuring effective analysis, planning, development, implementation, measurement, and reporting for the assigned programs. Amongst other sponsorships and marketing programs, this position will hold a primary responsibility for forwarding FM’s aims in the sports sponsorship arena. We have existing relationships with Rory McIlroy, the LPGA, Boston Common Golf and others, and are looking to maximize the investment and potentially enter other similar investments. This is an exciting opportunity to help activate our sponsorships through the development and execution of marketing programs that build awareness of and familiarity with FM as a leading provider of commercial property insurance. In addition to sports sponsorships, this role will include responsibility for other sponsorship activations, related events, and marketing programs supporting FM’s insurance business. Schedule and Location: This position can be based at one of the following FM locations; NYC, NY, Parsippany, NJ, Norwood, MA or Johnston, RI. This is a full-time office-based position with flexibility for two remote working days each week, based on business needs. Domestic and international travel is required 10-15% throughout the year. Responsibilities: • Lead development and oversee execution of marketing strategy, campaigns and plans, with an emphasis on sports marketing and sponsorship activation., • Build relationships with Marketing, Client Service, Sales, and Operations peers within and outside FM to ensure collaborative marketing strategies and the best use of resources to achieve desired results., • Ensure all work is done within agreed-to marketing practices and procedures, and in alignment with the brand positioning, compliance and personalized as appropriate., • Create and coordinate execution of omnichannel integrated marketing plans across channel partners, including paid media, social, enablement, PR, multimedia, interactive/web, direct mail, events, and brand experience, aligned to audience journeys and ABM plans, working closely with Sales, Operations, Client Service and other internal and external colleagues., • Contribute to management of agency and vendor relationships for the assigned programs., • Collaborate with local marketing teams to ensure marketing plans are relevant to applicable markets and address key accounts., • Follow established processes to optimize the effectiveness, efficiency, creativity, agility and quality of programs and tools designed for the market and client-facing teams., • Monitor metrics to measure the effectiveness of marketing programs; track, analyze, and report on results to optimize impact., • Exhibit the leadership, skill, and ability to influence and drive alignment of marketing activities to ensure message consistency and best-in-class client experience., • Develop a good understanding of client and partner needs and the Client Service and Sales processes to ensure the needs of the business are addressed., • Ensure projects stay within established budgets and meet objectives., • Other projects assigned will be handled within appropriate corporate guidelines and in collaboration with marketing and communications peers as well as business unit sponsors. Qualifications: Required Education: • Bachelor’s degree in marketing, Communications, or Business. Required Work Experience: • 5+ years of marketing experience is required, with an emphasis on sports marketing or sponsorship activation in a corporate and/or agency setting. Highly Preferred Work Experience: • 8-10 years of increasingly responsible positions in a corporate and/or agency setting., • Experience using groundbreaking media; digital marketing savvy., • Global experience in a corporate environment. Required Skills: • Understands the business objectives of assigned campaigns and knows which marketing plans and tactics will support achieving the objectives at a global and regional level., • Apply knowledge of marketing to decide how best to prioritize plans and campaigns to achieve Corporate and Operations objectives., • Good knowledge of marketing tools, tactics, and techniques in general., • Solid understanding of the business priorities of FM and its various business units., • Demonstrated ability to develop, deliver and run global and locale integrated marketing plans with detailed objectives and proven ROI., • Consistent track record of delivery to tight budgets and deadlines., • Excellent communication and creative thinking skills., • Demonstrated project management skills., • Strong interpersonal skills-demonstrated teamwork skills., • Customer focused., • B2B experience. Highly Preferred Skills: • A balance of “hands-on” and strategic leadership skills., • Strong decision-making skills., • Uses data and other inputs to make decisions, owns decision, and takes accountability for work using strong organizational and analytical skills., • Proven track record of delivery to tight budgets and deadlines., • Excellent communication and creative thinking skills., • Demonstrated project management skills., • Strong interpersonal skills - demonstrated teamwork skills., • Client focused., • Comfortable to engage with Senior Leadership., • Experience using cutting-edge media., • Adaptable: Open to change in response to new information, unexpected circumstances, and/or ability to work in ambiguous situations. The hiring range for this position is $120,400 - $173,100 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM’s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

Job DescriptionApplicants must be willing to work from NYC Office(hybrid Setup) About the Role We are seeking a seasoned, execution-focused Chief Operating Officer (COO) to design, scale, and run our global operating systems. Our company is built on a strong foundation of client-first culture, deep cross-functional collaboration, and an accountable mindset. As we enter our next phase of scale, the COO will protect and build upon these core strengths, translating corporate strategy into a disciplined, measurable operating cadence. This role is the connective tissue across our C-suite. You will not operate in a functional silo. Instead, you will build the underlying architecture, including processes, data flows, accountability metrics, and communication rhythms, that allows our Product, Sales, Finance, Talent, Legal, Client Success, and Operations teams to remain highly collaborative and client-focused as we grow. Key Responsibilities1. Operationalizing Our Accountable Mindset • Own the Operating System: Design and manage the company’s strategic planning cycles, including annual planning, quarterly reviews, and monthly business reviews. Transform high-level strategy into clear departmental OKRs, KPIs, owners, and execution plans., • Institutionalize Clear Ownership: Build systems where performance is visible, measurable, and actively managed. Ensure bottlenecks are identified early, tradeoffs are made transparently, and decisions are executed with urgency., • Data-Driven Visibility: Build and maintain operational dashboards that give the executive team real-time visibility into company health, utilization, client outcomes, financial performance, and departmental execution., • Executive Cadence: Create the rhythms that help the full C-suite operate as one leadership team, including decision forums, cross-functional reviews, escalation paths, and follow-through mechanisms.2. Scaling a Client-First Culture Globally, • Delivery Efficiency & Quality: Partner with Client Delivery, Client Success, Product, and Sales teams to institutionalize playbooks, standard operating procedures, and quality metrics that protect client outcomes and margins as enterprise accounts scale., • Global Operational Alignment: Optimize infrastructure and communication channels to support a distributed, global workforce, ensuring our client-first ethos remains consistent across time zones, regions, and client segments., • Global Client Readiness: Ensure the company has the processes, staffing models, escalation paths, and operating standards required to support global clients with consistency, speed, and quality., • Risk & Compliance Integration: Collaborate with Legal, Risk, Security, and Compliance functions to embed regulatory, contractual, privacy, security, and compliance requirements into client-facing workflows without creating unnecessary bureaucracy.3. Preserving and Enhancing Collaborative Culture, • Cross-Functional Orchestration: Partner closely with Finance, People/HR, Legal, Product, Sales, Client Success, and Technology leaders to ensure resource allocation, budget forecasting, hiring plans, and operating priorities support company-wide goals rather than departmental silos., • C-Suite Partnership: Serve as a trusted operating partner to the full executive team, helping leaders sharpen priorities, resolve dependencies, improve decision quality, and translate functional strategies into company-wide execution., • People & Talent Systems: Partner with People/HR to strengthen organizational design, hiring discipline, leadership development, performance management, compensation philosophy, employee engagement, retention, and global team practices., • Finance & Planning Discipline: Partner with Finance to improve budgeting, forecasting, resource allocation, operating leverage, capacity planning, and visibility into the financial impact of operational decisions., • Legal & Business Operations Discipline: Partner with Legal and business leaders to streamline contracting, vendor management, governance, policy management, and risk-aware operational processes., • Tooling & Automation Efficiency: Champion the adoption of internal automation, modern tooling, and AI-driven workflows to reduce administrative friction, improve productivity, and allow teams to spend more time collaborating on high-value strategic work.4. AI as an Operating Advantage, • AI-Enabled Scale: Identify and implement practical AI use cases across operations, client delivery, analytics, knowledge management, internal productivity, reporting, and decision support., • Workflow Transformation: Help teams redesign workflows around automation and AI, not just layer new tools on top of old processes., • Competitive Advantage: Ensure AI becomes a core operating advantage that helps the company move faster, serve clients better, improve quality, and scale more efficiently.What We’re Looking For, • Proven Executive Leadership: 5+ years of experience as a COO, VP of Operations, GM within a B2B SaaS, technology, fintech, or enterprise services company operating at least $10mm+ ARR., • Cultural Alignment: Proven track record of leading organizations that prioritize client satisfaction, high team collaboration, humility, learning mindset, and metric-driven accountability., • Architecture Mindset: Background building operational infrastructure from scratch or significantly upgrading legacy systems to support rapid corporate scale., • Commercial & Financial Acumen: Strong fluency in corporate finance, P&L management, operating leverage, resource allocation, and capital discipline. You look at operations through the lens of efficiency, client retention, and durable growth., • People, Finance & Legal Partnership: Experience partnering deeply with People/HR, Finance, Legal, Risk, Compliance, and Business Operations as core drivers of company scale., • Global Operating Experience: Experience supporting global clients and distributed global teams across regions, cultures, and time zones., • AI-Forward Operator: Practical understanding of how AI, automation, and modern tooling can improve productivity, quality, client experience, and operating leverage., • High-EQ Leadership: Exceptional communication skills with the ability to challenge peer executives constructively, build consensus, listen deeply, and drive organizational change smoothly., • Humility & Learning Mindset: Self-aware, curious, open to feedback, and able to lead without ego while still creating clarity and accountability., • Industry Knowledge: Experience in asset/wealth management industry is a major plus. Leadership Attributes We are looking for a COO who is: • Client-first: Protects client outcomes as the company scales., • People-centered and performance-oriented: Builds strong teams while raising the bar., • AI-forward: Uses AI and automation as practical levers for scale., • Accountability-driven: Creates clarity around ownership, metrics, execution, and follow-through., • Collaborative: Strengthens cross-functional trust and helps the full C-suite operate as one team., • Humble and curious: Listens first, learns quickly, and leads without ego., • Commercially sharp: Understands how operations affect revenue, margin, retention, and growth., • Globally minded: Understands how to operate across regions, time zones, cultures, and client expectations., • Operationally rigorous: Brings discipline and structure without unnecessary bureaucracy. Why Join Us • Base Salary Range: USD185,000 - USD250,000, • Performance based - incentives & ESOPs, • Medical, Dental, and Vision coverage via JustWorks/One Medical, • 401(k) plan, • Generous PTO plus sick leave and paid holidays, • Employee donation matching, • Rewards and recognition Program Powered by JazzHR p1EjjQbZNz