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

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

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

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

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

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

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

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

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

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

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

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

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

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

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Title: Principal Power Systems Engineer – Grid Integration & Power Electronics Location: Remote, Canada or United States; preference for candidates based in Canada Employment Type: Full-time Reports To: President Travel: Occasional North American and international travel Compensation:$175,000–$215,000 USD annual base salary for U.S.-based candidates. Compensation for Canada-based candidates will be adjusted to CAD based on location, experience, and qualifications. Benefits: Medical, dental, and vision coverage; retirement plan with company contribution; PTO and holidays; professional-development support; stock ownership opportunity Job Summary Our Client is an engineering and energy consulting firm supporting utilities, renewable-energy developers, investors, government agencies, and other power-sector clients. Since 2011, our client has supported more than 180 GW of clean and renewable energy projects. We are seeking a Principal Power Systems Engineer to serve as a senior technical and client-facing leader. This role will lead complex grid interconnection, transmission planning, renewable and battery-storage integration, inverter-based resource (IBR), and reliability studies while mentoring engineers and supporting client growth. Essential Duties and Responsibilities • Lead complex power-system, interconnection, transmission, renewable, storage, IBR, power-quality, and grid-compliance studies., • Establish study methodology, assumptions, modeling approaches, and quality standards., • Review, validate, and troubleshoot models and serve as a final technical reviewer., • Lead RMS and EMT modeling, validation, and IBR performance assessments., • Present and defend technical findings to clients, utilities, ISO/RTOs, and other stakeholders., • Manage key client relationships, project scope, schedules, and technical deliverables., • Mentor engineers and review technical work., • Support proposals, scopes, fee estimates, and business development., • Stay current on FERC, NERC, IEEE, ISO/RTO, utility, and Canadian grid requirements. Required Qualifications • Bachelor’s degree in electrical engineering, power systems, or a related engineering discipline., • 8+ years of U.S. and/or Canadian power-sector experience, including senior or technical leadership responsibilities., • Strong experience with IBR modeling, grid integration, and complex power-system studies., • Advanced proficiency in at least two platforms such as PSCAD/EMTDC, PSS/E, GE PSLF, ASPEN, MATLAB/Simulink, or PowerGEM TARA., • Experience with RMS and EMT modeling and model validation., • Strong client-facing experience and ability to defend technical work before external stakeholders., • Experience mentoring engineers and managing project scope, budget, and schedules., • Strong written and verbal communication skills., • Authorization to work in the U.S. or Canada, or ability to obtain authorization through employer-sponsored immigration support. Visa sponsorship is available for the right candidate. Preferred Qualifications • Master’s, M.Eng., or Ph.D. in electrical engineering, power systems, or a related field., • PE, P.Eng., or progress toward professional licensure., • Experience with ISO/RTO interconnection queues and grid requirements., • Experience with grid-forming inverters, weak-grid conditions, renewable-plus-storage, or large-load/data-center interconnections., • Knowledge of NERC, IEEE 1547, IEEE 2800, FERC, and Canadian operator requirements., • Programming or automation experience with Python, C++, MATLAB, Excel VBA, R, or similar tools., • Proposal development, regulatory, technical advisory, or business-development experience. Work Environment / Schedule • Fully remote within the U.S. or Canada., • Collaboration across North American time zones., • Occasional domestic and international travel., • Valid passport and ability to travel across the U.S.–Canada border, as legally permitted. Compensation and Benefits • $175,000–$215,000 base salary., • Medical, dental, and vision coverage., • 401(k) with company contribution for U.S. employees or Group RRSP for Canadian employees., • PTO and company holidays., • Professional licensure and continuing-education support., • Stock ownership opportunity, subject to eligibility and vesting terms. EEO Statement We are an Equal Opportunity Employer and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic under applicable federal, state, or local law. #ZR

Full-time Description Position Overview The Senior Systems Engineer is a client-facing, hands-on technical role responsible for deploying and supporting high-value IT infrastructure projects for clients nationwide. This position reports directly to the Project Director and follows process direction from the Project Manager. When not traveling, the Senior Systems Engineer works from corporate headquarters collaborating closely with the Project and Support teams. This role requires strong technical expertise, attention to detail, and the ability to execute complex infrastructure projects in a fast-paced environment while maintaining clear communication and documentation standards. Key Responsibilities & Daily Tasks Client Onboarding & Project Execution • Perform new client onboardings in accordance with established project processes and checklists, • Deploy and configure the TST technology stack across workstations and servers, • Remove legacy administrative access and implement standardized TST administrative accounts, • Conduct IP scans and network performance testing for wired and wireless environments, • Label and document all workstations, servers, printers, and network equipment, • Perform wireless site surveys and capture detailed photographic documentation, • Ensure all gathered data is entered accurately into documentation systems Infrastructure Deployment • Configure and install network equipment including firewalls, switches, and wireless access points, • Configure and deploy physical and virtual servers running Microsoft Windows Server, • Implement Active Directory, DNS, and DHCP services, • Deploy new client workstations following standardized build procedures, • Support Microsoft 365 migrations, changes, and expansions Escalation & Technical Support • Assist with escalated project-related technical issues, • Troubleshoot complex networking, server, and infrastructure challenges, • Coordinate with vendor escalation teams when necessary Project Communication & Reporting • Maintain accurate project notes, time entries, and task updates, • Keep Project Managers and clients informed of project status and changes, • Attend project meetings, client kickoff calls, onboarding sessions, and findings review calls, • Provide daily end-of-day status reports to the Project Director Documentation & Process Adherence • Maintain detailed and accurate documentation of network configurations, credentials, and system inventories, • Ensure all onboarding, site survey, and project documentation is completed and uploaded within required timelines, • Complete findings reports identifying issues, risks, and infrastructure inventory, • Follow all project checklists, procedures, and timelines without exception Time, Travel & Professional Expectations Time & Attendance • Accurately record all working time, travel time, and expenses, • Submit PTO requests at least two weeks in advance, • Maintain consistent attendance to support project schedules Travel & Expenses • Submit travel requests a minimum of two weeks prior to onsite work, • Submit expense reports within five business days of completing onsite travel, • Communicate any delays, changes, or unforeseen circumstances promptly Professional Standards • Demonstrate professionalism in all client and internal interactions, • Maintain confidentiality and protect sensitive company and client information, • Adhere to all company policies, procedures, and ethical standards, • Accept responsibility for work quality, communication, and outcomes Requirements Required Skills & Qualifications • 5 or more years of hands-on IT infrastructure experience, • Strong expertise in Windows Server, Active Directory, DNS, and DHCP, • Advanced networking knowledge including firewalls, switches, and wireless systems, • Experience deploying and supporting Microsoft 365 environments, • Proven ability to execute complex infrastructure projects, • Strong documentation and communication skills Preferred Qualifications • Managed Service Provider experience, • Experience with virtualization platforms and enterprise networking hardware, • Healthcare or dental IT experience, • Advanced troubleshooting and vendor coordination experience Benefits & Perks • Paid Time Off program in accordance with company policy, • Company-observed paid holidays, • Health insurance options available to eligible employees, • CrewHu employee recognition and rewards program, • $50 monthly cell phone stipend, • Company-provided equipment and tools, • Ongoing training and professional development opportunities

Full-time Description Position Overview The Senior Systems Engineer is a client-facing, hands-on technical role responsible for deploying and supporting high-value IT infrastructure projects for clients nationwide. This position reports directly to the Project Director and follows process direction from the Project Manager. When not traveling, the Senior Systems Engineer works from corporate headquarters collaborating closely with the Project and Support teams. This role requires strong technical expertise, attention to detail, and the ability to execute complex infrastructure projects in a fast-paced environment while maintaining clear communication and documentation standards. Key Responsibilities & Daily Tasks Client Onboarding & Project Execution • Perform new client onboardings in accordance with established project processes and checklists, • Deploy and configure the TST technology stack across workstations and servers, • Remove legacy administrative access and implement standardized TST administrative accounts, • Conduct IP scans and network performance testing for wired and wireless environments, • Label and document all workstations, servers, printers, and network equipment, • Perform wireless site surveys and capture detailed photographic documentation, • Ensure all gathered data is entered accurately into documentation systems Infrastructure Deployment • Configure and install network equipment including firewalls, switches, and wireless access points, • Configure and deploy physical and virtual servers running Microsoft Windows Server, • Implement Active Directory, DNS, and DHCP services, • Deploy new client workstations following standardized build procedures, • Support Microsoft 365 migrations, changes, and expansions Escalation & Technical Support • Assist with escalated project-related technical issues, • Troubleshoot complex networking, server, and infrastructure challenges, • Coordinate with vendor escalation teams when necessary Project Communication & Reporting • Maintain accurate project notes, time entries, and task updates, • Keep Project Managers and clients informed of project status and changes, • Attend project meetings, client kickoff calls, onboarding sessions, and findings review calls, • Provide daily end-of-day status reports to the Project Director Documentation & Process Adherence • Maintain detailed and accurate documentation of network configurations, credentials, and system inventories, • Ensure all onboarding, site survey, and project documentation is completed and uploaded within required timelines, • Complete findings reports identifying issues, risks, and infrastructure inventory, • Follow all project checklists, procedures, and timelines without exception Time, Travel & Professional Expectations Time & Attendance • Accurately record all working time, travel time, and expenses, • Submit PTO requests at least two weeks in advance, • Maintain consistent attendance to support project schedules Travel & Expenses • Submit travel requests a minimum of two weeks prior to onsite work, • Submit expense reports within five business days of completing onsite travel, • Communicate any delays, changes, or unforeseen circumstances promptly Professional Standards • Demonstrate professionalism in all client and internal interactions, • Maintain confidentiality and protect sensitive company and client information, • Adhere to all company policies, procedures, and ethical standards, • Accept responsibility for work quality, communication, and outcomes Requirements Required Skills & Qualifications • 5 or more years of hands-on IT infrastructure experience, • Strong expertise in Windows Server, Active Directory, DNS, and DHCP, • Advanced networking knowledge including firewalls, switches, and wireless systems, • Experience deploying and supporting Microsoft 365 environments, • Proven ability to execute complex infrastructure projects, • Strong documentation and communication skills Preferred Qualifications • Managed Service Provider experience, • Experience with virtualization platforms and enterprise networking hardware, • Healthcare or dental IT experience, • Advanced troubleshooting and vendor coordination experience Benefits & Perks • Paid Time Off program in accordance with company policy, • Company-observed paid holidays, • Health insurance options available to eligible employees, • CrewHu employee recognition and rewards program, • $50 monthly cell phone stipend, • Company-provided equipment and tools, • Ongoing training and professional development opportunities

Internal Wholesaler– Alternative Investments Position Overview A growing alternative investment platform is looking for an energetic and commercially minded Outbound Sales Associate to join its distribution organization. This position will focus on developing relationships with financial advisors who are not currently utilizing the firm's investment platform. The role is well suited for someone who enjoys a fast-paced, activity-driven sales environment and is comfortable speaking with financial professionals throughout the day. The successful candidate will be responsible for moving prospects from initial outreach and platform introduction through registration, ongoing engagement, and ultimately their first transaction. Key Responsibilities • Conduct high-volume outbound outreach to financial advisors and wealth management professionals who are not yet active users of the platform., • Make approximately 75 or more prospecting calls per day while maintaining consistent follow-up and activity levels., • Work from targeted prospect lists using factors such as advisor assets, business model, firm affiliation, and demonstrated interest in alternative investments., • Serve as the initial sales contact, providing advisors with a clear overview of the platform, available investment capabilities, and value proposition., • Develop a thorough understanding of each advisor's business, including assets under management, client base, investment approach, experience with alternatives, product interests, and applicable business or compliance considerations., • Lead prospective advisors through the account and platform onboarding process, removing obstacles and ensuring registrations are completed efficiently., • Use a consultative approach to address questions and objections, focusing on education and helping advisors understand how alternatives may fit within their practices., • Assess prospect engagement and establish appropriate follow-up strategies based on each advisor's level of interest and readiness., • Partner with product and distribution specialists to arrange educational conversations, webinars, and other resources for prospective advisors., • Maintain consistent communication throughout the sales cycle with the goal of converting newly registered advisors into active users and generating a first transaction., • Monitor pipeline activity and conversion metrics and provide regular reporting on prospect engagement, registrations, and first-trade activity., • Maintain detailed and timely CRM records, including call notes, advisor information, interactions, follow-up plans, and pipeline status., • Identify advisors with significant business potential and transition qualified opportunities to senior relationship management professionals., • Ensure assigned prospect and territory information remains current, accurate, and actionable. Qualifications & Experience • Bachelor's degree in Finance, Business, Economics, or a related discipline., • Approximately 2–5 years of experience in outbound sales, inside sales, financial services, wealth management, or a comparable client-facing environment., • Prior exposure to investment products, alternative investments, financial technology, or advisor platforms is highly desirable., • Experience working with financial advisors, RIAs, independent broker-dealers, wirehouses, or other wealth management organizations., • FINRA Series 7 and Series 63 licenses required; candidates without the licenses must be able to obtain them within 90 days of joining., • Comfortable operating in a high-activity sales environment with defined performance goals and measurable KPIs., • Strong verbal communication and interpersonal skills, with the ability to establish credibility quickly with sophisticated financial professionals., • Demonstrated ability to prospect, qualify opportunities, overcome objections, and consistently move prospects through a sales pipeline., • Familiarity with Salesforce or another enterprise CRM and a disciplined approach to maintaining accurate activity and prospect data., • Experience with outbound sales engagement or sequencing platforms, such as Outreach, is a plus., • Strong organizational and time-management skills with the ability to prioritize a large prospect pipeline., • Self-directed, competitive, resilient, and motivated by measurable results., • Working knowledge of alternative investment products and the wealth management landscape.

Digital Client Experience and Platforms Business Analyst – Associate Wealth Management Platforms Purchase, NY About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the Business Analyst role, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will focus specifically on supporting product owners on the Digital Advice & Planning team to help execute against business objectives and deliver on the product roadmap for Morgan Stanley's Digital Client Experience and Platforms organization. In this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanley's client channels. What you’ll do in the role: • Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements, • Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs, • Analyzing AI use cases to automate internal processes and deliver AI-powered client experiences, • Support prioritized product backlog- identify, groom, and validate epics and user stories for agile sprints using Jira/Confluence, • Using AI analytics for backlog prioritization/forecasting and automation of tasks, • Using generative AI to draft product scope, user stories, define functional behavior, and metrics for AI-driven initiatives, • Assist with backlog refinement and sprint planning ceremonies to communicate requirements, • Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed, • Analyze, define, and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanley's digital planning solutions, • Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases, • Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements, • Prepare presentations, user demos, and status updates, • Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features, • Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps, • Team up with program management/business transformation office to effectively organize and plan product releases, • Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption, • Assist with triaging defects, supporting incident/production issue remediation, partnering with tech on fixes. Skills Required: • Bachelor’s degree required. Degree in Computer Science, Engineering, Mathematics or related field is preferred. Master’s degree will be a plus., • 2 - 3 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process, • Proven track record of delivering successful digital products on time and within scope., • Experience working in an Agile development environment., • Excellent communication skills, including the ability to present complex information in a clear and concise manner., • Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization., • Highly organized; detail oriented and can act as an advocate for the client and advisor, • Strong Microsoft Office Skills (Excel, PowerPoint, Word)., • Familiarity and experience with JIRA, JIVE, Sharepoint, HP ALM WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Product Owner Crypto - Assistant Vice President Purchase, New York Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Digital Trading & Investing, Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Responsibilities Summary We are seeking a highly motivated product owner to influence, define and execute the digital roadmap for E*TRADE Trading & Investing, with a specific focus on the markets and research offering, including cryptocurrency. The ideal candidate is someone who has a passion for the markets and a demonstrated interest in product management, preferably in financial services. Strong domain knowledge of trading and investing products including stocks, ETFs, mutual funds, cryptocurrencies & options (fixed income knowledge a plus). Communication is essential for success in this role. This position will be responsible for writing user stories, maintaining an Agile backlog, and assisting with sprint planning, testing, & releases for the E*TRADE and MS Online websites. Candidates must be highly motivated, detail-oriented, and customer-focused with strong interpersonal, communication, and problem-solving skills. • Championing the online markets and research experience for E*TRADE from Morgan Stanley and Wealth Management clients across platforms, identifying opportunities for feature enhancements and projects, executing against the strategic roadmap and ensuring UX is free of friction or issues., • Execute the unified digital platform roadmap for markets, with an emphasis on bridging research and key experience gaps across platforms., • Forge continued integration and feature delivery aligning with key research stakeholders in WM and ISG business and technology., • Lead all day-to-day operation and support activities withing product internally and with key vendor relationship including issue escalation, managing client feedback, backlog grooming and prioritization, troubleshooting, release management, as well as communication and status updates to keep all stakeholders informed and to set expectations for clients., • Work closely with technology and 3rd party vendors to support and drive requirements for crypto market data integration and asset custodianship., • Help develop, test and manage AI features and capabilities within the E*Trade Trading & Investing team, working closely with control partners and within the overall AI governance processes., • Maintain and prioritize product backlog creating user stories and epics with detailed acceptance criteria for feature development as well as provide support for production issues and resolution., • Actively participate in product validation / testing with QA and help oversee release management process., • Participate and lead Agile/Scrum ceremonies including stand-ups, sprint planning, backlog grooming, demos and retrospectives., • Collaborate with various stakeholders throughout the organization and externally to drive project delivery and execution including UX & Design, Technology, QA, Service, Operations, Legal, Risk, Compliance and 3rd party vendors., • Work quickly and effectively to resolve client-facing issues or concerns., • Prepare presentations to communicate ideas, gain stakeholder approvals, report project statuses, measure & track KPIs., • Monitor and maintain products through their lifecycle: launch, growth, maturity and decline., • Maintain awareness of industry trends, compliance concerns, risk control processes, and regulatory landscape., • Acquire a robust understanding of E*TRADE products, services, processes, and organizational structure in order to find optimal solutions and achieve rapid execution of key initiatives. Requirements Education + Experience Required • Minimum 5 years of agile product management experience, preferably in financial services., • Experience as a Product Owner or Business Analyst, owning and delivering enterprise-scale digital products within a financial regulatory environment., • Direct experience working with multiple key stakeholders in cross-functional teams., • Experience in analyzing user feedback, backlog grooming and prioritization, pilot testing and rollout strategy, communication plans, overall product support, and driving technology adoption strategies. Skills Required • Prior experience related to markets, equities research and cryptocurrency trading preferred., • Proficiency in leveraging AI tools for efficiency and completing tasks., • Understanding of competitive and regulatory environments for online brokerages (web, mobile, desktop app), • Ability to effectively and thoughtfully communicate to a wide range of stakeholders (verbal and written), • Strong analytical, problem solving, organizational and project management skills., • Self-starter with curiosity and desire to dig into and understand details., • Comfortable gathering and utilizing data analytics, usage and internal and external feedback to inform decision-making., • Proven ability to manage competing priorities and initiatives / parallel work tracks., • Intermediate to advanced proficiency with Excel, PowerPoint and other Microsoft Office applications, • Basic familiarity with JIRA, Confluence, and Asana as product / project management tools, • Additional product or project management certifications a plus, • Knowledge of E*TRADE products, services, & systems a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Job Description: We are seeking a CRM Strategist with hands-on marketing technology skills and strong analytical capabilities to lead the end-to-end CRM journey for our luxury automotive clients and experiential programs. This role connects audience strategy, registration experiences, campaign execution, lead distribution and performance insights to grow qualified audiences and improve business outcomes. As Genesco’s day-to-day CRM Strategist, you will build campaign assets, coordinate deployment and integration partners, and translate channel, registration, attendance and sales data into clear recommendations for clients. You will work closely with account, creative and event teams to connect each customer touchpoint from invitation through dealer follow-up and conversion. Key Responsibilities: Audience Strategy and Customer Journey · Develop audience strategies for conquest and loyalty programs, including targeting criteria, segmentation, suppression logic and messaging tailored to purchase intent, geography and event objectives. · Define channel mix, cadence and customer journeys across email, SMS, direct mail and paid social; recommend additional platforms and channels to grow qualified audiences. · Establish program KPIs and measurement plans, and develop registration confirmations, reminders, post-event communications and dealer nurture recommendations to improve attendance and follow-up. Registration Experiences and Data Capture · Build registration landing pages, forms and customer journeys in Limelight or other approved platforms; coordinate custom pages on the Genesco platform when needed. · Define data fields, validation rules, consent capture, campaign source codes and triggers. Test mobile usability, form submissions, confirmations and data handoffs before launch. · Translate business requirements into technical briefs and troubleshoot registration or transfer issues with platform and integration partners, validating that captured leads reach the appropriate systems and dealers. Email Production and Campaign Optimization · Build, edit and quality-check HTML emails using Emarsys, Stripo or comparable tools; use basic HTML/CSS to adjust templates and resolve formatting issues. · Recommend and refine subject lines, copy, creative direction and calls to action for emails and registration pages, maintaining brand voice and coordinating brand and legal approvals. · Understand email deployment workflows, audience selection, suppression, consent, deliverability and triggered communications; provide deployment-ready assets and verify proofs, links, tracking and rendering with sending partners. · Plan A/B tests and evaluate clicks, registration conversion, unsubscribes and other campaign metrics to improve audience, creative and cadence decisions; interpret open rates with awareness of tracking limitations. Experiential Reporting and Data Insights · Build client-facing reports and dashboards connecting channel performance, registrations, attendance, vehicle interactions, lead quality, purchase intent and sales conversion where data is available. · Clean, deduplicate and reconcile datasets across partners using Excel, including VLOOKUP/XLOOKUP, pivot tables, SUMIFS/COUNTIFS and data-validation techniques; investigate discrepancies before reporting. · Analyze performance against KPIs by audience, channel, market and event. Present findings to clients with clear explanations of what worked, what needs improvement and what to change in the next program. · Define consistent metrics, attribution rules and reporting timelines with partners; distinguish observed conversions from attributable results and document material data limitations. AI and Experiential Measurement Technology • Apply a strong practical understanding of AI to audience insights, content development, personalization, workflow automation and reporting, with human review and appropriate handling of customer and client data., • Research and recommend vendors and technologies that improve experiential measurement, including tracking beacons, heat mapping, dwell-time tracking and interaction capture., • Assess options for measurement value, cost, integration needs, consent and operational feasibility; develop pilot plans with clear success criteria and turn findings into recommendations. Agency Orchestration and Project Management • Serve as the end to end project manager of all campaign releases ensuring timeless and on-track delivery of all campaigns., • Manage day-to-day relationships, briefs, timelines, approvals and issue resolution across deployment, audience sourcing, registration, paid media and lead integration partners., • Own Genesco’s strategy, campaign asset development, registration configuration, QA and consolidated reporting. Verify partner handoffs and support follow-up while coordinating each partner’s execution responsibilities. Qualifications • 3 - 5 years of relevant experience in CRM, lifecycle or email marketing, marketing operations or campaign analytics, with hands-on campaign production and reporting responsibilities., • Strong understanding of CRM audience segmentation, suppression, consent, customer journeys, lead, • Hands-on experience building emails in Emarsys, Stripo or comparable platforms, with basic HTML/CSS proficiency and experience testing email rendering and tracking., • Experience configuring registration pages and forms, including validation, triggers and QA; ability to translate technical issues into clear requirements for vendors., • Strong Excel proficiency, including lookup formulas, pivot tables, conditional calculations, data cleaning and reconciliation; ability to turn campaign and event data into actionable insights., • Practical knowledge of AI tools and their application to experiential marketing and CRM, with the ability to evaluate outputs, protect sensitive data and identify useful applications., • Strong writing, project management and presentation skills, with the ability to manage multiple programs, coordinate agencies and deliver clear recommendations to clients. Preferred Experience • HTML/CSS coding for custom registration landing pages; familiarity with APIs, data transfers and data-field mapping., • Dashboard development in Tableau, Power BI or similar tools., • Experiential measurement technology, marketing automation, multichannel campaigns, or automotive and agency experience. Salary Range for position: $60,000 to $80,000 Candidates must be based in Dallas or New York to be eligible for this role.

Position Overview Cognetic Capital Advisors, a Westchester-based family wealth management firm, is seeking a Client Service and Operations Associate to support high-touch client service, account administration, and daily operating workflows. The associate will work closely with the leadership team and play a key role in ensuring accurate, timely, and professional support across the firm’s family office-style wealth management practice. • Account Administration: Support new account openings, incoming account transfers, cashiering requests, wires, journals, checks, EFTs, RMDs, and 529 plan distributions., • Client Service Support: Monitor incoming communications for required follow-up, including capital calls, custodian alerts, tax payments, RMDs, and securities gifting., • Operational Coverage: Provide backup support for other client service and operations associates and assist with time-sensitive requests as needed., • Project and Compliance Support: Support audits, document requests, and ad hoc operational projects with accuracy and attention to detail., • Document Management: Maintain electronic files, client records, PDFs, Microsoft Word documents, and related materials in accordance with firm standards. Systems and Tools • Microsoft Excel for file creation, maintenance, updates, and data entry., • BOX for electronic document filing and archiving., • Salesforce for contact management, notes, and task management., • Microsoft Outlook for drafting, archiving, and managing client communications., • Microsoft Word for letters of authorization and other ad hoc documents. Required Skills and Qualifications • BA/BS degree required., • Minimum of 3 to 5 years of relevant experience with a wealth management firm., • FINRA SIE, Series 7, and Series 66 licenses required., • Experience with Fidelity Wealthscape, Morningstar Direct, and FactSet are helpful but not required., • Strong analytical skills with exceptional attention to detail and accuracy., • Ability to prioritize work, meet deadlines, and perform effectively under pressure in a dynamic environment., • Excellent client-facing communication skills, including strong written and verbal communication., • Ability to manage multiple objectives independently while contributing to a collaborative team environment., • Self-starter with strong professional judgment, work ethic, and commitment to high-quality execution., • Proficiency with Microsoft Word, Excel, Outlook, Adobe, and related business applications. Full-time, in-person role Cognetic Capital Advisors, LLC 44 S. Broadway, 11th Floor White Plains, NY 10601 Salary Range: $80,000 and $110,000 per year The successful candidate is also eligible for annual discretionary bonus compensation Vision insurance, Medical insurance, Dental insurance, 401(k) Cognetic Capital Advisors, LLC is an Affirmative Action and Equal Opportunity Employer. Email: cogneticcareers@gmail.com

Must-haves 2-3+ years in an IT support role Experience troubleshooting hardware and software incidents Strong experience with Active Directory to manage accounts and reset passwords Strong network understanding, troubleshooting Wi-Fi connectivity, understanding of fundamentals such as VPN, TCP/IP, DNS, LAN/WAN, etc. Strong recent experience with que management, working with a ticketing system Strong communication, eagerness to learn, and customer service skills Plusses Experience troubleshooting Macs as well as Windows Experience working in a customer facing role Experience working in the educational/instructional field, or working in IT at their college Strong recent experience using ServiceNow as a ticketing system Day to Day A client is looking for a Jr. Network Specialist to support a school district in Rockland County, NY. This person will be spending 100% of their day doing deskside support during the months of September -- May and completing various technical projects within the months of June -- August. They will be supporting about 300-500 staff members, working directly with executives, teachers, and students in order to resolve tickets and incidents. These tickets will include a large variety of things, including Active Directory support and password resets, network connectivity issues, smartboard support, hardware troubleshooting, imaging labs, deploying Chromebooks, completing migrations, projector & printer break fixes, email support, etc. This individual needs to have strong customer service skills and fundamental network experience in order to communicate issues and solutions with the staff they are supporting. They will work directly with high level engineers to grow their skills and assist with Level 2 and Level 3 technology support when able. $23-25/hr based on experience

Must-haves 2+ years in an IT support role Experience troubleshooting hardware and software incidents Experience with Active Directory, resetting passwords and managing user accounts Basic network understanding; troubleshooting wifi connectivity, understanding of fundamentals such as TCP/IP, DNS, LAN/WAN, etc. Strong recent experience with que management, working with a ticketing system Strong communication, eagerness to learn, and customer service skills Owns a car and has a driver’s license Plusses Experience working in a genius bar, geek squad, etc. (customer service, client facing role) Experience working in the educational/instructional field, or working in IT at their college Strong recent experience using ServiceNow as a ticketing system Day-to-Day A client is looking for a Jr. Network Specialist to support a school district in Westchester County, NY. This person will be spending 100% of their day doing deskside support. They will be supporting about 300-500 staff members, working directly with executives, teachers, and students in order to resolve tickets and incidents. These tickets will include a large variety of things, including Active Directory support and password resets, network connectivity issues and troubleshooting, smartboard support, hardware troubleshooting, imaging labs, projector & printer break fixes, email and application support, etc. During the summer months, this person will be responsible for managing project work such as migrations, deployments, upgrades, equipment refreshes, etc. This individual needs to have strong customer service skills and fundamental network experience in order to communicate issues and solutions with the staff they are supporting.

Product Owner, Quotes & Research (QNR) - Assistant Vice President Wealth Management Platforms Location: Purchase, NY Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Digital Trading & Investing, Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Responsibilities Summary We are seeking a highly motivated product owner to influence, define and execute the digital roadmap for E*TRADE Trading & Investing, with a specific focus on the markets and research offering, including cryptocurrency. The ideal candidate is someone who has a passion for the markets and a demonstrated interest in product management, preferably in financial services. Strong domain knowledge of trading and investing products including stocks, ETFs, mutual funds, cryptocurrencies & options (fixed income knowledge a plus). Communication is essential for success in this role. This position will be responsible for writing user stories, maintaining an Agile backlog, and assisting with sprint planning, testing, & releases for the E*TRADE and MS Online websites. Candidates must be highly motivated, detail-oriented, and customer-focused with strong interpersonal, communication, and problem-solving skills. • Championing the online markets and research experience for E*TRADE from Morgan Stanley and Wealth Management clients across platforms, identifying opportunities for feature enhancements and projects, executing against the strategic roadmap and ensuring UX is free of friction or issues., • Define client experience and drive the continued growth and adoption of digital assets for research and trading, including cryptocurrencies., • Work closely with technology and 3rd party vendors to support and drive requirements for crypto market data integration and asset custodianship., • Help develop, test and manage AI features and capabilities within the E*Trade Trading & Investing team, working closely with control partners and within the overall AI governance processes., • Maintain and prioritize product backlog creating user stories and epics with detailed acceptance criteria for feature development as well as provide support for production issues and resolution., • Actively participate in product validation / testing with QA and help oversee release management process., • Participate and lead Agile/Scrum ceremonies including stand-ups, sprint planning, backlog grooming, demos and retrospectives., • Collaborate with various stakeholders throughout the organization and externally to drive project delivery and execution including UX & Design, Technology, QA, Service, Operations, Legal, Risk, Compliance and 3rd party vendors., • Work quickly and effectively to resolve client-facing issues or concerns., • Prepare presentations to communicate ideas, gain stakeholder approvals, report project statuses, measure & track KPIs., • Monitor and maintain products through their lifecycle: launch, growth, maturity and decline., • Maintain awareness of industry trends, compliance concerns, risk control processes, and regulatory landscape., • Acquire a robust understanding of E*TRADE products, services, processes, and organizational structure in order to find optimal solutions and achieve rapid execution of key initiatives. Requirements Education + Experience Required • Minimum 5 years of agile product management experience, preferably in financial services., • Experience as a Product Owner or Business Analyst, owning and delivering enterprise-scale digital products within a financial regulatory environment., • Direct experience working with multiple key stakeholders in cross-functional teams., • Experience in analyzing user feedback, backlog grooming and prioritization, pilot testing and rollout strategy, communication plans, overall product support, and driving technology adoption strategies. Skills Required • Prior experience related to markets, equities research and cryptocurrency trading preferred., • Proficiency in leveraging AI tools for efficiency and completing tasks., • Understanding of competitive and regulatory environments for online brokerages (web, mobile, desktop app), • Ability to effectively and thoughtfully communicate to a wide range of stakeholders (verbal and written), • Strong analytical, problem solving, organizational and project management skills., • Self-starter with curiosity and desire to dig into and understand details., • Comfortable gathering and utilizing data analytics, usage and internal and external feedback to inform decision-making., • Proven ability to manage competing priorities and initiatives / parallel work tracks., • Intermediate to advanced proficiency with Excel, PowerPoint and other Microsoft Office applications, • Basic familiarity with JIRA, Confluence, and Asana as product / project management tools, • Additional product or project management certifications a plus, • Knowledge of E*TRADE products, services, & systems a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face. Responsibilities • Work cross-functionally within the company to communicate with all stakeholders in customers' success, • Create and maintain relationships with customers to better understand and achieve their needs, • Make visits to our customers to identify opportunities for growth within our platform, • Manage all reporting about the health of customers' accounts Qualifications • Previous account management experience, • Articulate and well-accustomed to a client-facing role, • Willingness and ability to travel

NY Labor Law & General Liability Defense Associate A well-regarded defense law firm in White Plains, NY is seeking a Litigation Associate to handle New York Labor Law and general liability defense matters. This is a mostly remote role with a stable caseload and direct client exposure. Responsibilities: • Manage a caseload of construction-site injury and general liability matters from intake through resolution, • Defend owners, general contractors and subcontractors in claims under Labor Law §§ 200, 240(1) and 241(6), • Draft pleadings, discovery demands and responses, and dispositive motions, including summary judgment motions on Labor Law liability, • Take and defend depositions, and work with experts on liability and damages, • Handle indemnification, contribution and risk-transfer issues, including tenders and contractual indemnity claims, • Attend court conferences and mediations, and prepare cases for trial, • Report regularly to carriers and clients with case evaluations and recommendations Qualifications: • J.D. and admission to the New York State Bar, • 5+ years of litigation experience in New York personal injury defense, • Experience with Labor Law §§ 200, 240(1) and 241(6) strongly preferred, • General liability or insurance defense background, ideally including carrier-facing reporting, • Strong writing and motion practice skills, • Able to manage a caseload independently in a largely remote setting What We Offer: • Mostly remote work arrangement, • Competitive compensation and benefits, • Steady, well-supported caseload with direct carrier and client contact, • Collaborative team environment The annual salary for this position is between $160,000 and $225,000. Factors which may affect pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate.

Title: Associate Attorney – Commercial Real Estate Job Type: Full Time Location: Greenwich, CT, US Purpose of the Role: We are seeking a highly motivated associate attorney with 5+ years of experience to join our Real Estate practice groups. This role focuses on commercial real estate transactions, leasing, acquisitions and dispositions, and corporate finance, with a particular emphasis on representing business owners, investors, sponsors, developers, and franchise operators. The ideal candidate will have experience handling sophisticated transactions from drafting through closing and will be comfortable working in a fast-paced, client-facing environment. Responsibilities: • Draft, review, and negotiate commercial real estate agreements, including purchase and sale agreements, leases, and related transaction documents., • Manage commercial real estate acquisitions and dispositions from initial structuring through closing., • Assist in structuring and negotiating corporate finance transactions, including loan documentation and related agreements., • Represent borrowers and lenders in financing transactions, including those involving franchise businesses., • Conduct due diligence, including title and survey review, and coordinate with lenders, title companies, and opposing counsel., • Provide strategic guidance to clients on transactional matters and business objectives., • Collaborate with partners and senior attorneys on complex matters while managing day-to-day responsibilities independently. Qualifications: • J.D. from an accredited law school and strong academic credentials, • Admission to practice in Connecticut (required); admission in New York and/or New Jersey is a plus., • Must be based in or willing to commute to the Greenwich, CT area., • 5+ years of experience in commercial real estate and corporate transactions., • Experience with commercial leasing, acquisitions and dispositions, and financing transactions., • Familiarity with franchise-related transactions or franchise finance is a plus., • Strong drafting, negotiation, and analytical skills., • Ability to manage multiple matters and meet deadlines in a fast-paced environment., • Excellent interpersonal and client communication skills. Compensation & Benefits • Base Salary: $160,000–$200,000 annually, commensurate with experience and qualifications. Final salary reflects your skills, experience, and contributions., • Merit-Based Rewards: Discretionary year-end bonus, merit increases, and origination credit—your performance and client contributions impact your compensation., • Comprehensive Benefits: Eligible employees may participate in medical, dental, vision, life and disability insurance, 401(k), paid time off, and voluntary programs.

Luxury Millwork & Interior Design Studio – Scarsdale, NY Gotham Cabinetry & Design is not a typical design firm. We are a fully integrated millwork studio specializing in high-end residential interiors, where every project is rooted in design, storytelling, and execution. We are hiring a Client Experience Manager to become the first point of contact for our clients—and the standard for how our brand is experienced. This is not a receptionist role. This is a position of authority, discretion, and control. The Role You will lead all initial client interactions and determine which projects enter the studio. You will guide conversations with confidence, qualify alignment early, and ensure every client who moves forward is prepared, informed, and serious. You will protect the design team’s time while delivering a polished, elevated experience from first contact through project completion. What You’ll Be Responsible For Client Intake & Qualification • Manage all inbound inquiries (phone, email, web, social), • Lead initial conversations with clarity, warmth, and authority, • Confidently introduce our process, expectations, and investment levels, • Identify alignment, misalignment, and red flags early, • Decide which clients move forward—and which do not Process Control • Enforce Gotham’s intake process without exception, • Ensure no consultation is scheduled without proper alignment, • Maintain consistency, speed, and structure across all interactions Client Experience • Set the tone for a refined, high-touch client experience, • Serve as a steady, professional point of contact throughout the project lifecycle, • Manage communication during production phases (non-design related) Operations & Tracking • Maintain accurate records of all client interactions, • Track lead progression and close loops decisively, • Support accounts receivable communication and payment follow-ups Showroom & Growth Support • Assist in executing targeted outreach, events, and follow-ups, • Help drive qualified traffic and long-term client relationshipsAuthority in This Role You will be trusted to: • Decline consultations when alignment is not present, • Redirect inquiries professionally and confidently, • Uphold the company’s standards without exception This role is fully supported by leadership. What We’re Looking For • Experience in luxury client-facing environments (interior design, architecture, high-end retail, or similar), • Strong communication skills with the ability to lead—not follow—conversations, • Composure, intuition, and sound judgment, • Highly organized with the ability to manage multiple moving parts, • Professional presence with a natural sense of discretion and controlHow Success is Measured, • Higher-quality, well-qualified client consultations, • Faster, more decisive sales cycles, • Reduced time spent on unqualified leads, • Clients entering projects informed and alignedAbout Gotham Founded in 2017, Gotham Cabinetry & Design creates spaces that evoke emotion and reflect the lives lived within them. We are grounded in design, driven by intention, and committed to setting a new standard in millwork and interiors. To Apply • Please submit your resume along with a brief note outlining your experience working with high-end clients.

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

Do you have a knack for fixing things with your hands? Thrive doing something different every day? You might be the perfect Surface Experts Technician! Complete small repairs daily by applying your creativity and using problem-solving skills. We Offer: • Monthly bonus program depending on add-on repairs, • Direct track to Surface Repair Technician with pay increase, • No weekends, late nights, or evenings, • Paid holidays and paid time off, • Company vehicle with tools provided, • We respond to all candidates within 24 hours. Duties: • Visit 4+ job sites every day, • Repair damage on the job site while using exceptional customer service to follow up with staff, • Employ your creativity in several settings such as apartments, hotels, commercial buildings, and building sites, • Use outstanding customer service to engage with staff and tenants, • Develop an understanding of our own 5-step repair process and use it in the field, • Master each part of your custom-made tool-kit, • Think outside the box to create one-of-a-kind repairs Requirements: • Practical experience with a hands-on trade – Example include any part the construction, manufacturing, or painting process. Personal hobbies could work too!, • Color is a fundamental part of our work, and the ability to understand and manipulate color is crucial for success., • This is client-facing - professional appearance and demeanor. Surface Experts - White Plains Surface Experts does it all: Floors, Countertops, Bathtubs, Cabinets, Appliances, Furniture, Elevator Panels … Almost Everything! We aim to be the "one place fixes all" for any kind of small surface damage. • While many of our repairs are relatively small and straightforward, our competitors always want to completely resurface. Our repairs are often smaller than a dinner plate. This superior alternative results in satisfied customers and long-term relationships. Our process minimizes materials in landfills while helping our customers save time and money!, • Our repair process needs minimal product – usually just 1 to 2 tablespoons – allowing our technicians to take everything they need with them in a small vehicle. Our method ensures a clean and smell-free experience, complete in less than two hours. Compensation: $23.00 - $28.00 per hour

Job Description Our client, a historic cemetery located in Valhalla is seeking Administrative Coordinators to join their team. • This are perm positions., • The work schedule is Monday – Friday, 9am – 5pm., • The pay rate is $28.00 per hour., • Generous benefit package. DESCRIPTION The Customer Service Representative has an important, highly visible role as a front-line team member who interacts with cemetery lot owners, new customers, industry partners and members of the community. This person provides important information, answers inquiries with accuracy and efficiency, performs critical documentation duties and acts as a liaison between organizational departments. This position reports directly to the Customer Service Supervisor. DUTIES AND RESPONSIBILITIES • Deliver a consistently high standard of compassionate, professional customer service support to lot owners, prospective lot owners, funeral homes, memorial dealer partners and members of the community., • Serve as primary point of contact for cemetery services, responding to inquiries accurately, courteously and in a timely manner., • Perform daily front office operations including processing grave opening orders, checking in burials, providing directions, and addressing annual care and foundation inquiries., • Review, process, and manage foundation applications in accordance with cemetery policies and procedures., • Accurately scan, file and maintain required documentation in both digital and physical record keeping systems., • Provide phone and email support, including drafting professional correspondence, letters and responses as needed., • Process customer payments, including checks and credit card transactions, ensuring accuracy and compliance with internal controls., • Prepare, proofread, scan and distribute official cemetery documents, including deeds, affidavits, grave designation, renunciations and other formal materials., • Coordinate and liaise with internal Grounds, Sales and Accounting departments to ensure seamless service delivery and resolution of customer needs., • Maintain accurate, organized and up to date records to support operational efficiency and regulatory compliance., • Learn and effectively utilize cemetery management software to perform essential job functions., • Perform additional clerical and administrative duties as assigned. REQUIREMENTS Skills: • Ability to build effective relationships, be compassionate, courteous, empathetic and patient with others, including lot owners, visitors, vendors and co-workers, • Commitment to customer care and upholding a high quality of standards, • Excellent interpersonal, verbal, and written communication skills, • Attention to detail, efficient, organized, and able to manage time well; punctual, • Ability to function and excel in a high-volume, fast-paced environment, • Proficient in using computers and Microsoft Office (Word, Excel, Outlook), • Cooperative, team player and very flexible, able to quickly adapt to unexpected situations and/or changes in business needs Education and Qualification: • Minimum of 5 years of customer-facing experience., • High School or equivalent required; Bachelors degree preferred. Physical: • Employees are occasionally required to walk and stand and lift and move records and documents weighing 15 pounds or less., • The accounting office is on the 2nd floor and employees are frequently required to ascend and descend stairs.

Early Responsibility. Sophisticated Matters. Collaborative Team. This Jobot Job is hosted by: Scott Rundlett Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $250,000 per year A bit about us: We are a full-service law firm that advises businesses, institutions, families, and individuals across a broad range of legal matters. Our attorneys work collaboratively across practices to help clients navigate complex challenges, manage risk, and achieve long-term objectives. We serve organizations of all sizes across diverse industries and pride ourselves on delivering practical, thoughtful counsel tailored to each client's needs. Our culture emphasizes teamwork, responsiveness, and professional excellence, allowing attorneys to draw on the collective knowledge of colleagues while developing meaningful client relationships and building strong legal careers. Why join us? We believe talented attorneys do their best work in an environment that values collaboration, professional growth, and direct involvement in sophisticated legal matters. Our attorneys have the opportunity to take on meaningful responsibility, work closely with experienced practitioners, and contribute to challenging engagements that span a variety of industries and practice areas. We are committed to mentoring, skill development, and creating clear pathways for advancement. Whether you are looking to deepen your technical expertise, expand your client-facing experience, or build a long-term career within a supportive team environment, we provide the resources, guidance, and opportunities to help you succeed. Job Details We are seeking a litigation associate with early-career experience handling complex business disputes. This role offers the opportunity to work closely with experienced litigators on sophisticated matters, take on increasing responsibility, and gain exposure to all phases of the litigation process. We are looking for someone who enjoys advocacy, thrives in a collaborative environment, and is eager to develop both courtroom and client-facing skills. Responsibilities • Assist with all phases of litigation from case inception through resolution, • Draft pleadings, motions, briefs, memoranda, and other court filings, • Conduct legal research and analyze complex legal issues, • Prepare and respond to written discovery requests, • Take and defend depositions and assist with witness preparation, • Attend court appearances, conferences, hearings, and other proceedings, • Support trial preparation, including exhibit management and case strategy development, • Collaborate with attorneys across practice areas on litigation and related disputes, • Manage day-to-day case responsibilities while maintaining strong client service standards, • Participate in strategic analysis and case evaluation efforts Qualifications • 1-3 years of commercial, business, or complex litigation experience, • Experience drafting substantive motions, briefs, and discovery materials, • Strong legal research, writing, and analytical skills, • Excellent oral advocacy and communication abilities, • Ability to manage multiple priorities and deadlines effectively, • Demonstrated interest in intellectual property disputes is a plus, • Prior judicial clerkship experience is helpful but not required, • Ability to work both independently and collaboratively within a team environment Requirements • Active license to practice law in Massachusetts and/or Connecticut, • Strong academic credentials and commitment to professional development, • Exceptional attention to detail and organizational skills, • Effective problem-solving abilities and sound professional judgment, • Commitment to providing outstanding client service, • Ability to proactively manage assignments and contribute to team objectives Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Women-owned foreclosure and creditors’ rights law firm representing banks and financial institutions hiring Litigation Attorney This Jobot Job is hosted by: Dana Paulo Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $200,000 per year A bit about us: Women-owned foreclosure and creditors’ rights law firm representing banks and financial institutions across NY, NJ, PA, DE, FL, and MD. We’re a high-volume, fast-paced practice with a down-to-earth culture—no egos, no pretension, just strong attorneys doing meaningful work. We’re hiring a Litigation Attorney for our Melville or Port Chester office to handle lender-side foreclosure matters in a Hybrid Capacity. Join a driven, high-performing team where attorneys are trusted, supported, and set up to grow. Why join us? Clear path for advancement, with partnership/shareholder potential No billable hour requirement Competitive compensation aligned with experience and background + bonus Comprehensive benefits package including: • Medical, dental, and vision coverage, • 401(k), • Life, short-term, and long-term disability insurance, • Paid time off: 15 vacation days, 5 personal/emergency days, plus 6 holidays, • Hybrid or remote flexibility may be available after the training period Casual office environment (jeans welcome unless client-facing/court) Job Details Job Details: We are seeking a dynamic and experienced Permanent Litigation Attorney specializing in Foreclosure and Creditors' Rights to join our esteemed legal team. The ideal candidate will be a seasoned professional with a deep understanding of the legal industry, particularly in the areas of foreclosure, creditors' rights, and bankruptcy litigation. This role requires a strategic thinker with excellent negotiation skills, a strong commitment to client service, and a proven track record in lender representation and default servicing. Responsibilities: • Represent and counsel clients on matters related to foreclosure, creditors' rights, and bankruptcy litigation., • Provide expert advice on mortgage servicing, loss mitigation, and REO., • Conduct comprehensive discovery and case strategy development to ensure successful litigation outcomes., • Attend court appearances, draft and argue motions, and negotiate settlements on behalf of clients., • Maintain up-to-date knowledge of creditor-side laws and regulations, and ensure all case handling and court filings are compliant., • Collaborate with a team of attorneys and paralegals to manage a high-volume caseload effectively., • Develop and maintain strong relationships with clients, providing exceptional customer service and strategic advice., • Conduct title litigation and manage all aspects of default servicing. Qualifications: • Juris Doctorate from an accredited law school., • Admission to the state bar and in good standing., • Minimum of 2 years of experience as a litigation attorney, with a focus on foreclosure, creditors' rights, bankruptcy litigation, and lender representation., • Proven experience in mortgage servicing, motion practice, default servicing, loss mitigation, REO, and title litigation., • Exceptional negotiation skills, with a track record of successful settlement negotiation., • Strong analytical and problem-solving skills, with the ability to develop effective case strategies., • Excellent written and verbal communication skills., • Ability to manage a high-volume caseload effectively and efficiently., • High degree of professional ethics and integrity., • Strong customer service skills, with the ability to build and maintain relationships with clients., • Proficiency in legal research and writing., • Ability to work independently and as part of a team., • Strong attention to detail and organizational skills., • Experience with electronic case management systems is a plus. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Growing Hospitality and Gaming Organization - Local Travel - Exciting Projects - Expense Account This Jobot Job is hosted by: Dan Urbaniak Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $70,000 - $90,000 per year A bit about us: Our client is a well-established organization operating in the gaming and hospitality industry, with a portfolio that includes multiple entertainment venues and gaming operations across the U.S. The company is known for its commitment to delivering high-quality guest experiences through innovative technology and operational excellence. Why join us? Modern Tech Stack: Work with advanced networking tools, including Cisco Meraki switches and firewalls, in a multi-site environment. Professional Growth: Opportunities to expand your skill set and grow within a fast-paced, expanding organization. Meaningful Impact: Your work will directly support secure and reliable operations across gaming and hospitality venues. Collaborative Team: Join a team of experienced professionals who value technical expertise and operational reliability. Job Details Role Overview The Network Administrator will manage and maintain the network infrastructure across multiple properties, with a focus on Cisco Meraki technologies. This role is critical to ensuring secure, high-performance connectivity for both internal operations and guest-facing systems. Key Responsibilities Deploy, configure, and manage Cisco Meraki switches, firewalls, and wireless access points. Monitor network performance and troubleshoot connectivity issues. Maintain secure access policies, VPN configurations, and firewall rules. Collaborate with systems and IT teams to ensure seamless integration across platforms. Document network architecture and operational procedures. Support compliance with industry regulations and cybersecurity standards. Required Qualifications 3+ years of experience in network administration, preferably in hospitality or gaming environments. Strong hands-on experience with Cisco Meraki hardware and dashboard management. Proficiency in VLAN configuration, routing, and wireless network optimization. Familiarity with network monitoring and diagnostic tools. Strong communication and documentation skills. Preferred Qualifications Experience in casino or gaming operations. Relevant certifications (e.g., Cisco CCNA, Meraki CMNA). Understanding of PCI compliance and secure network design principles. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job DescriptionDescriptionThe Care Manager provides compassionate emotional support, guidance, advocacy, and care coordination services to children and their families coping with serious medical conditions, chronic illnesses, disabilities, or emotional and behavioral challenges. Working closely with children, parents, siblings, healthcare providers, and community organizations, the Care Manager helps families navigate complex medical, educational, social, and emotional needs. The Care Manager conducts comprehensive assessments, develops individualized care plans, connects families with appropriate resources and services, and monitors progress to ensure positive outcomes. This role serves as a trusted advocate and partner for families, helping them access support systems that enhance their well-being and quality of life. The Care Manager is responsible for ensuring all clients receive accurate, professional, and compassionate guidance, referrals, advocacy, and support services aimed at achieving the best possible outcomes for children and their families. Requirement: This is a remote position; however, candidates must reside in New York State or surrounding States, as the role requires monthly in-person visits with clients throughout New York. Applicants must be able to meet these travel requirements. Work Schedule & Caseload Expectations · This position is engaged as an independent consultant/contractor and is compensated based on meeting established billable service requirements and timely documentation standards.· Consultants are expected to maintain a minimum caseload of five (5) active client cases. · This role offers flexible scheduling, with services provided based on client and family needs. · Availability may include evenings and weekends to accommodate family schedules and program requirements. · Consultants must maintain availability during at least one weekday business day to support client communication, care coordination, meetings, and collaboration with healthcare and community partners. · Consultants are responsible for meeting established billable productivity expectations while ensuring high-quality service delivery and documentation compliance. · Position requires the ability to travel within range and conduct home and community visits as needed. Education A bachelor's degree with 2 years of relevant experience OR A master's degree with 1 year of relevant experience Income is caseload-dependent, with average medium to full caseload annual income ranging from $45K to $66K. About CLCF In partnership with the Collaborative for Children & Families (CCF), Chai Lifeline Children’s Fund (CLCF) draws upon the extensive experience and expertise of its affiliated organization, Chai Lifeline—an international nonprofit founded in 1987—to provide comprehensive emotional, social, and practical support to children, families, and communities facing serious illness, trauma, and loss. CLCF helps families navigate the many challenges associated with medical crises through personalized care coordination and family-centered support. Our Care Managers are experienced in working with chronic health conditions and medically fragile children and adolescents. Through education, advocacy, resource navigation, and ongoing support, we help families achieve better health outcomes and greater stability. Key Responsibilities • Assess clients' eligibility for services and determine the level of support required., • Conduct home, hospital, school, and community visits as needed., • Build supportive relationships with children and their family members, providing ongoing emotional support and guidance., • Complete comprehensive assessments of clients' medical, emotional, social, educational, and practical needs., • Develop, implement, and update individualized care plans based on family goals and identified needs., • Connect families with appropriate healthcare providers, community programs, social services, educational resources, and financial assistance programs., • Coordinate communication among children, parents, caregivers, healthcare professionals, educators, insurance providers, and other service partners., • Collect and maintain client information and documentation accurately and in a timely manner., • Maintain detailed case notes and records of client and family interactions., • Monitor client progress and evaluate the effectiveness of care plans, making adjustments as needed., • Research and identify local, regional, and national resources that address the unique needs of children and their families., • Advocate for children and families by facilitating access to services, making calls, writing correspondence, attending meetings, and assisting with problem resolution., • Prepare reports and maintain case files to ensure compliance with organizational policies, program requirements, and audit standards., • Complete all required documentation in accordance with funding, program, and regulatory guidelines., • Support families during challenging situations, helping them navigate healthcare systems and other service networks., • Participate in team meetings and collaborate with internal and external stakeholders to promote comprehensive care., • Assist with special projects and other duties as assigned. Skills, Knowledge and Expertise • Outstanding verbal and written communication skills, with the ability to engage effectively with children, families, healthcare professionals, and community partners., • Highly resourceful with the ability to research, develop, and leverage local, regional, and national resources to address the unique and evolving needs of children and their families., • Strong interpersonal skills with a compassionate, family-centered approach., • Excellent organizational and case management skills., • Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment., • Strong problem-solving and advocacy skills., • Proficiency in Microsoft Office Suite, Google Workspace, and case management systems; ability to learn new software applications as needed., • Experience handling confidential and sensitive information with professionalism and discretion., • Ability to work independently and collaboratively as part of a multidisciplinary team., • Knowledge of healthcare, social service, educational, and community resources systems for children preferred., • Experience working with children, families, and/or individuals facing medical, developmental, behavioral, or emotional challenges preferred.

Job Description Job Purpose: The General Manager is responsible for the supporting direction and delegation of duties, direction, and performance results between the directives of the District Manager and the operations team. They facilitate and in a hands-on manner, direct and coordinate the physical duties and orchestration of Air Culinaire activities and job functions in support of his or her District Manager. The GM conducts these duties and initiatives in a manner that’s aligned and compliant with company policy and procedures and verifies his or her markets qualitative and financial P&L performance and scheduled profitability. The GM will drive all performance and efficiency standards within the market and assist the District Manager and his/her team in achieving the company’s mission and operational goals. The GM will also be directly accountable for the execution of local sales and promotional efforts, client engagement, personal relationships, and outstanding customer service and client loyalty performance standards. The GM will actively participate in promotional activities and client facing relationship building efforts that result in enhancements to revenue, quality, world-class Guest Service, and employee/customer relations. Responsibilities and Associated Duties: Under the direction of the District Manager, the General Manager will be responsible for managing the quality of work performance of the team while supporting global communications, operations standards and delivery of business functions in his or her market, to meet the demands of our clientele, as well as the market performance expectations of Air Culinaire; this includes assurance of performance standards, product specifications, accuracy, training and upholding the culinary expertise required in all kitchens. ACW is utilizing Shipday for all its logistical information. All employees who are organizing or delivering catering are required to use Shipday for all order logistics and deliveries to include delivery photo at point of delivery and the name of the recipient at point of delivery. The GM will support the District Manager, and Senior Director of Operations and Sales team to consistently communicate, report, collaborate and adhere to procedures to deliver exceptional guest experiences to every client within the Air Culinaire system. Benefits Package: • Air Culinaire Worldwide employees have the flexibility to design the benefit selections best suited for their needs., • Full Time employees are eligible for healthcare and supplemental benefits on the first day of the month, following 30 days of employment., • 401 (K) Retirement Plan with a discretionary 100% employer match of the first 6% of participant contributions., • Plan entry is the first day of the month following 30 days of employment., • Three (3) medical plans to choose from, with an excellent employer contribution., • Available Dental and Vision insurance, • Company paid basic life insurance, with the option to elect additional voluntary term life., • Company paid short-term and long-term disability insurance., • Available supplemental benefits, including critical illness, accident insurance, hospital indemnity insurance., • Health Savings Account and Flexible Spending Account available (for eligible plans), • Generous Vacation Program for full time employees, • Employee Assistance Program (EAP), • Watch Me To Learn About How Exciting it is to Work for Air Culinaire Worldwide Measures of Success: • Sales & Service Goals- success will be measured using the “Local Sales Plan”, which are established by the Sales team annually, just prior to the new Fiscal Year starting which include:, • Recruit new top performing team members as well as directing new Catering Revenue Streams and Aviation Catering Clients – New Sales & Service Opportunities directly or through Catering Specialists & Sales team., • Specific Job Responsibility Performance through communication, collaboration and attendance of all required meetings, training sessions and succession planning initiatives, • Stellar Guest-Customer Service & Achieving Monthly Reports & Operational Success in Minimum Standard Performance ratings., • Integrity & Accountability in Service, Communication, Client Relations & Revenue Generation Performance Metrics, • Entrepreneurial Spirit, • Teamwork & Team Building Commitment to consistently improve local operational performance & standards. Knowledge, Experience and Skill Requirements: • Responsible for supporting District Manager’s operational directives kitchen accuracy, office administration, personnel, local clients, facility, capital assets, government compliance and corporate requirements., • Supports quality and execution of catering operation, supervises and trains staff, oversees the quality and accuracy of preparation and service of food and concierge services., • Bilingual English-Spanish- Ability to speak and understand the Spanish language is considered a strong advantage and can be a deciding factor in the hiring process., • Manager is to be compliant with State labor law on the employee’s right to take a meal break, and a rest break, where applicable. Required documentation is to be completed and maintained per labor law and/or company policy., • Responsible for supporting District Manager in operational execution of all culinary events, including regional menu coordination, leads and creates plans for staff training, development, and approving payroll records., • Supports District Manager, Payroll Department, HR, IT & Finance in processing Payroll/Labor, scheduling, performance reviews, training, hiring, discipline and all related paperwork on time and accurately., • Responsible for supporting District Manager in maximizing the kitchen’s financial performance in accordance with all established quality performance standards, corporate guidelines, and budgets., • Responsible for managing kitchen adherence to execute corporate guidelines in maintaining operations, HACCP/food safety & premium quality, customer communication, relations, satisfaction, and timely delivery., • Assists DM in local sales promotions, client relationship visits, communicating and recording- reporting inventory, and all local purchasing and receiving policies and procedures., • Manages cleaning and maintenance of all company assets and arranges for repairs, contracts, and other services., • Supports District Manager in Investigating and resolving food and service-related complaints and Process Events, • Manages the HACCP, health and safety regulations standards required in their market., • Assists District Manager in communicating, implementing, and enforcing corporate policies and procedures., • Supports District Manager in Sales & Marketing initiatives as directed by the Company., • Supports District Manager in communicating and maintaining client relationships with local client base., • Directly manages and enforces Air Culinaire’s Standard Operating Procedure (SOP) as the primary operations document during the course of business operations. The SOP contains specific procedures that provide consistent service levels for clients, as well as provides internal communication/reporting timelines and methods., • Report timesheets, operations checklists, and operational performance reports for DM, for all personnel as needed for operations and payroll purposes., • Supports District Manager requirement to submit company & personal expense reports through Coupa weekly per Air Culinaire personnel handbook., • Manages and audits monthly vehicle maintenance log containing repair details and associated cost. Final candidate for the position will be required the following: • Pre- employment criminal background check, • Pre-employment Drug Test, • MVR (if applicable to the position), • E-Verify *We are a promote-from-within company, and top performers can achieve career goals quickly in this fast-paced growth organization! Disclaimer: This position description highlights a general description of duties and responsibilities. Employee(s) may be assigned other duties, in addition to or in lieu of those described herein, and any duties are subject to change at any time, according to the needs of the location or Company. Air Culinaire Worldwide, LLC. does not discriminate in any way to deprive any person of employment opportunities or otherwise adversely affect the status of any employee because of race, color, religion, sex, sexual orientation, genetic information, gender identity, national origin, age, disability, citizenship, veteran status, or military or uniformed services, in accordance with all applicable governmental laws and regulations.

Job Description Position Overview This is a dual-focus role split between client-facing customer service and behind-the-scenes administrative support for our advisors. The right candidate is someone who is organized, personable, and comfortable wearing multiple hats in a fast-paced professional environment. You will be a key point of contact for both clients and staff, and your work will directly support the quality of service we deliver every day. ---Key Responsibilities Administrative & Advisor Support • Provide high-level administrative support including preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings, • Prepare advisors for weekly client meetings by printing and organizing reports, assembling presentation materials, and ensuring all relevant account information is up to date, • Manage advisor calendars and coordinate scheduling across internal and external stakeholders, • Handle general office operations including managing supplies, coordinating with vendors, and maintaining a professional office environment Client Services • Serve as a warm and professional first point of contact for clients by phone and in person, • Make outbound reminder calls to clients ahead of scheduled appointments, • Contact prospective and new clients to schedule initial appointments and follow-up meetings, • Respond to routine client inquiries and route more complex questions to the appropriate advisor, • Process new account paperwork and assist existing clients with account maintenance and service requests, • Coordinate follow-ups with custodians, fund companies, and other financial institutions as needed Data & Compliance • Maintain and update the client relationship management (CRM) system to ensure accurate, current client records, • Assist with compliance-related administrative tasks, including records retention and documentation requirements, • Handle all client information with the highest level of confidentiality and professionalism Qualifications Required • 2+ years of experience in an administrative, customer service, or client-facing role, • Excellent written and verbal communication skills, • Basic skills in Microsoft Office (Word and Excel), • Strong organizational skills and exceptional attention to detail, • Ability to manage multiple priorities and meet deadlines in a small-office environment, • Professional, courteous demeanor with a genuine commitment to client service, • Demonstrated ability to handle sensitive and confidential information with discretion Preferred • Experience in financial services, wealth management, insurance, or a related field, • Familiarity with a CRM platform (e.g., Redtail, Wealthbox, Salesforce), • FINRA licensing (Series 6, 65, or 66) would be a benefit but is not necessary. What We Offer • Competitive salary commensurate with experience, • Health insurance, • Paid time off and holidays, • Retirement plan with employer contribution, • A supportive, collegial work environment where your contributions are recognized \nCompany Description Settanni Financial is a boutique wealth management firm dedicated to helping our clients achieve their long-term financial goals through personalized advice and exceptional service. Our team is small, close-knit, and committed to building lasting relationships with the families and individuals we serve. We are looking for a motivated, detail-oriented professional to join our office and help us deliver the high-touch experience our clients expect. Settanni Financial is a boutique wealth management firm dedicated to helping our clients achieve their long-term financial goals through personalized advice and exceptional service. Our team is small, close-knit, and committed to building lasting relationships with the families and individuals we serve. We are looking for a motivated, detail-oriented professional to join our office and help us deliver the high-touch experience our clients expect.

Job Description SUMMARY The Boiler Sales and Application Engineer delivers customer-facing sales and technical support within the assigned sales territory, focusing on achieving sales targets and delivering exceptional customer service. The role combines boiler plant technical expertise with advanced sales skills to provide clients with solutions for boiler applications, manage major project interactions, and work with the service and project management team to ensure successful conclusion of the sale. This role requires a fundamental understanding of boiler (ideally Cleaver-Brooks) products and a capacity for guiding engineering design with contractors and engineering teams. KEY RESPONSIBILITIES Sales and Customer Relationship Management • Conduct on-site visits within the service area to meet sales objectives and enhance client relationships., • Prepare and present price quotations and bids, ensuring alignment with material, labor, and manufacturing schedules., • Enter customer and sales data into CRM (HubSpot), and maintain detailed, up-to-date records., • Build and sustain robust relationships with key purchasing contacts, including contractors, engineers, and owners., • Monitor market trends, competitor activity, and sales indicators to inform sales strategies. Technical Sales and Engineering Support • Provide installation advice, turnkey solutions, and system design feedback to contractors and building owners, serving as the company’s technical liaison., • Lead project execution from initial design and project management stages, ensuring smooth handoff to the service and project management team., • Conduct equipment demonstrations and “Lunch and Learn” sessions for contractors, engineers, and clients., • Act as a critical technical resource for the client, offering expertise and advice with the goal of influencing the specification to include products within our distribution portfolio., • Participate in ASHRAE and similar industry events for professional development and networking. Regulatory and Product Knowledge • Maintain up-to-date knowledge of Cleaver-Brooks boiler applications and relevant industry standards, providing expertise to clients., • Coordinate factory visits for clients and engineers to enhance product understanding and customer engagement. Cross-Functional Collaboration • Work closely with project managers, inside sales engineers, and the service department to deliver cohesive, well-supported solutions to clients., • Participate in strategic initiatives to refine sales processes, improve team performance, and drive revenue growth. COMPENSATION • As this is a sales role, the compensation has a base pay and an unlimited commission potential., • The base pay is $80,000 per year., • The Commission is 10% of profit for sales up to a target, 12% of profit up to the next target, and 15% of profit up to an unlimited level., • It is not uncommon for this role to earn a total compensation of $130,000 to $160,000; and on larger project years exceed $200,000., • ESOP Benefits are also in the range of 15% to 30% of base salary. QUALIFICATIONS • Education: Bachelor’s degree in engineering, marine engineering or a related field., • Experience: Minimum 5 years in sales with a focus on boiler or heavy industrial applications., • Skills: Strong communication, customer service, and negotiation abilities; proficiency in equipment and software applications relevant to the role.\nCompany Description Miller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. Join our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining the 2Hudson family of companies, Miller Proctor Nickolas, Inc, Mobile Steam Boiler Rental Corp., and Hudson Clean Heat, you're more than an employee, you're an Employee Owner. 2Hudson is the most recognized heating solutions company in the NYC metro area. Don't miss this chance to become one of our employee owner family members. Miller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. \r\n\r\nJoin our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining the 2Hudson family of companies, Miller Proctor Nickolas, Inc, Mobile Steam Boiler Rental Corp., and Hudson Clean Heat, you're more than an employee, you're an Employee Owner. 2Hudson is the most recognized heating solutions company in the NYC metro area. Don't miss this chance to become one of our employee owner family members.

Job Description Brightcore Energy provides end-to-end energy efficiency and clean energy measures to commercial, industrial, and institutional clients. We have the intellectual and financial capital to develop, implement, fund, operate, and maintain clean energy solutions. Our diverse solutions range from lighting, controls, geothermal heating and cooling, and other energy efficiency measures to renewable energy solutions such as solar and battery storage. We are about Building Energy Performance. Summary/Primary Role: This role will be pivotal in driving revenue and achieving sales targets in key energy efficiency retrofit applications. Working with the Director of Energy Efficiency Sales, you will be responsible for your pipeline through the entire sales process, from initial client introduction to contract signing. You will maintain and update all of your client activities in Brightcore's CRM, providing a comprehensive view of opportunities by maturity stage and value. Regularly reviewing your sales pipeline and prospecting goals, you will collaborate with product support and analysts to develop tailored proposals that meet client expectations for financial, operational, and sustainability objectives. Additionally, you will engage with internal team members in project management and operational support to ensure a smooth transition from sales to project execution. Principal Duties & Responsibilities: (Management may amend or assign duties and responsibilities to this job at any time) • In partnership with the Director of Energy Efficiency Sales, meet or exceed individual sales plan targets for revenue in key applications in Lighting, Motors/Drives, and general HVAC., • Develop and manage your sales pipeline, starting with the initial introductions to the client through contract signature., • Coordinate handoff on signed contracts with Director of Energy Efficiency Sales to the operational team., • Update all client facing activity in Brightcore's CRM to reflect your active opportunities by maturity stage and value to provide a weighted view of activity., • Review your pipeline, client activities and results of prospecting goals for the month., • Work with Brightcore product support and analysts to tailor proposals to exceed client expectations for financial, operational, and sustainability objectives on projects., • All other duties and responsibilities as assigned. Qualifications: • Bachelor's degree in sustainability, engineering, business administration or similar OR 4+ years of experience in a sales position preferred., • Proficiency in Microsoft Office and CRM software such as HubSpot., • A strong desire to learn and contribute to an entrepreneurial team., • Driven to focus on meeting personal business growth objectives., • Understand key building systems and renewable energy space., • Personal & professional interest in furthering a clean energy future., • A successful approach to client relationship management. Expected Hours of Work: An Employee is expected to work a minimum of forty (40) hours per week. Non-exempt employees are eligible for overtime pay in accordance with applicable wage and hour laws, while exempt employees may be required to work additional hours as necessary to fulfill their job responsibilities. Overtime requirements will be determined based on the operational needs of the organization. The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining an employee's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, years of relevant experience, education, credentials, and internal equity). Brightcore also offers a comprehensive set of benefits to compliment the base salary. The base annual salary range for this position is $75,000-$95,000 and is eligible for a quarterly commission structure. Travel Requirements: • Travel required up to 50% to work/project sites in the greater Northeast Region (but not limited to) of the United States. Work Environment: • Office setting., • Work site setting. Supervisory Responsibility: • This position does not have supervisory responsibility. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. • This is not a safety sensitive position. Drug & Alcohol-Free Workplace: Brightcore Energy is committed to a safe workplace free of drugs and alcohol. All Brightcore Energy positions require a pre-employment background check that includes prior employment verifications, a criminal history check, and a pre-employment drug screen. In accordance with DOT regulations (49 CFR § 40.25), Brightcore Energy is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions. If an applicant/employee refuses to provide written consent for Brightcore Energy to obtain these records, the individual will not be permitted to perform safety-sensitive functions. Office/Remote/Field Work: We offer a variety of structured work arrangements, including remote, hybrid, and field-based assignments, aligned with organizational needs and role-specific requirements. Work arrangements are role-dependent, with guidelines established based on position requirements and business needs. This policy is subject to change at Brightcore's discretion. Brightcore Health Benefits Overview: Brightcore offers a full slate of medical, dental, and vision benefits including options to enroll in a Flexible Spending Account (FSA) and a Health Savings Account (HSA). 401k Plan: Brightcore currently offers both traditional and Roth 401k plans with a dollar-for-dollar match of up to 3% of contributions and $0.50 on the next 2% for a total potential match of 4% annually. Other Benefits & Perks: • PTO, • Financial Wellness Benefits, • Benefit Concierge Program through Health Advocate, • EAP - Employee Assistance Program, • Disability, Life, & AD&D Benefits, • Access to Marketplace for Discounted Goods & Services Brightcore Energy is committed to bringing together individuals from different backgrounds and perspectives. Brightcore Energy is an Equal Opportunity Employer, providing equal employment and advancement opportunities to all individuals. We recruit, hire and promote into all job levels the most qualified applicants without regard to race, color, creed, national origin, religion, sex (including pregnancy), parental status, age, disability, genetic information, citizenship status, veteran status, gender identity or expression, transgender status, sexual orientation, marital, family or partnership status, political affiliation or activities, military service, domestic violence victim status, sexual or reproductive health decisions, caregiver status, traits historically associated with race, including but not limited to hair texture and protective hairstyles or any other status protected under applicable federal, state and local laws. Brightcore Energy is committed to providing equal employment opportunities to all aspects of employment, including job assignment and compensation. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our company. This job description provides a general overview of the expectations and basic duties of the job and is not a comprehensive list of all duties and responsibilities. Brightcore Energy will assign additional duties and tasks that it deems necessary to meet the requirements of the position. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job DescriptionReal Estate Associate Attorney Direct Counsel is seeking an experienced Real Estate Associate Attorney with 4–6 years of commercial real estate experience to join a growing real estate practice. The ideal candidate will have substantial experience handling complex commercial real estate transactions, particularly leasing, acquisitions and dispositions, and construction matters. Experience with real estate finance transactions, including mortgage and mezzanine financings and equity investments, as well as related due diligence, is preferred. Responsibilities • Advise clients on a broad range of sophisticated commercial real estate transactions, • Handle acquisitions, dispositions, development, financing, and leasing matters, • Draft and negotiate commercial leases and related agreements, • Assist with construction and development matters, • Represent developers, sellers, purchasers, landlords, tenants, institutional investors, and lenders, • Handle real estate finance transactions, including mortgage and mezzanine financings and equity investments, • Conduct and oversee real estate due diligence, • Collaborate with attorneys across practice areas to provide comprehensive client service, • Communicate directly with clients and provide practical, business-oriented legal adviceQualifications, • 4–6 years of demonstrated commercial real estate experience, • Strong experience with commercial real estate transactions, particularly leasing, acquisitions, and dispositions, • Experience with construction matters preferred, • Real estate finance experience, including mortgage and mezzanine financing and equity investments, preferred, • Excellent written, verbal, and client-facing communication skills, • Strong technical, organizational, and problem-solving abilities, • Ability to work independently while contributing effectively to a collaborative team, • Proactive approach with the ability to develop creative and practical solutions, • Admission to the bar in the jurisdiction where the candidate will reside and active good standing requiredWork Environment The firm offers a hybrid work environment, allowing attorneys to work remotely up to two days per week while maintaining the benefits of in-office collaboration. Compensation The anticipated base salary range is $180,000–$230,000, depending on geographic location, experience, skills, qualifications, internal equity, and other relevant factors. Why Consider This Opportunity? This is an opportunity to work on sophisticated commercial real estate matters alongside experienced attorneys in a collaborative and supportive environment. The successful candidate will have meaningful client interaction, exposure to complex transactions, and opportunities for professional growth while working with a broad range of commercial enterprises, investors, developers, and other real estate stakeholders.

Job Description HVAC Controls Engineer - White Plains, NY Our client is a Leading Engineering Design and Commissioning Company that has a national footprint and specializes in MEP critical facilities design. They provide design, commissioning, consulting and management expertise in the Critical Facilities Space. They have a mindset to provide reliability, energy efficiency, sustainable design and LEED expertise when providing these consulting services for Enterprise, Colocation and Hyperscale Companies. This career-growth minded opportunity offers exciting projects with leading-edge technology and innovation as well as competitive salaries and benefits. The ideal candidate will have previous experience with the design, construction, integration, and commissioning of Controls and Building Automation Systems (BAS systems) as it pertains to Mechanical / HVAC equipment design in a data center environment. The candidate shall have the expertise to lead the design of new systems and make upgrades to existing automation systems for HVAC and critical cooling systems in the mission-critical environment. The candidate may need to assist in complete startup, commissioning, and validation procedures of these systems. The candidate will need to collaborate with the Electrical and Mechanical Engineering teams, for design sequences, powering of equipment, etc. Responsibilities: • Execute and lead automation design teams of complex scope, and coordinate activities with other disciplines as needed, • Mentor mechanical engineers and assist with training on controls design and development., • Design and implement front end platforms for HVAC controls., • Develop and improve configuration, programming, networking, and diagnostic standards, • Engineer and Implement programming, • Lead creation of modification of programming logic to meet sequence of operations / SOO / Methods of Procedures / MOPs, • Design control, monitoring and systems integration of HVAC / mechanical equipment / systems, • Maintain and deploy updated versions of applications for existing control systems with minimal supervision, autonomous in day-to-day work with being given high level instruction on projects or assignments, • Work with leading edge automation systems from large scale controls vendors;, • Lead development design and continuous improvement of configuration, programming, networking, and diagnostic standards;, • Lead design of controls for centralized chilled water plans condenser water plants, etc., • Review engineered shop drawings and submittals - sequence of operations, installation drawings and point lists, • Participate in building automation focused design reviews, • Assist in the design, configuration, programming, and diagnostics / troubleshooting of BAS networks, • Understand IT / OT interface requirements including routers, switches and network addressing, • Assess, recommend, and implement industry best practices into new and existing Critical Environment Programs, • Develop process documentation and training materials, • Communicate regularly with internal and external stakeholders, subcontractors, project managers, AEs, Controls vendors, GC's and commissioning agents on project progress, • Assist / Develop all project communication and reporting, weekly progress reports, etc. Qualifications: • BA / BS in Engineering or relevant degree a Huge Plus, • Licensed PE / EIT / Certifications a Plus, • Data Center Engineering experience with Automation and Controls Experience, • Experience integrating PLC / ALC with complex data center / mission critical facilities, • 5-10 + years with BMS / BCM / BAS Systems (Building monitoring systems / building control systems / Building Automation Systems, • Previous experience working on Controls Products from companies such as: Johnson Controls / JCI; Siemens; Automated Logic; Honeywell; GE Control Systems; Schneider Electric, • Ability to read and audit one-lines / blueprints / CAD drawings and controls diagrams, • PLC / ALC Programming Experience, • Experience with Controls systems design as it relates to: Critical HVAC equipment (Chillers, Air Handlers, CRAC / CRAH units, Boilers, etc.), • Experience working with common BAS protocols BACnet IP, BACnet MSTP, Modbus RTU, Modbus TCP, etc., • Skilled at reviewing design drawings and equipment submittals, • Client facing experience and at times serve as primary point of client contact on various projects, • Ability to successfully work independently; Self Starter and should prioritize well, • Effective communicator - both oral and written form (tech and non-tech), • Proactive, resourceful, delegator and a multitasker, • Exceptional organizational skills with an attention to detail, • Skilled in completing assignments accurately and in a timely manner, • MS Office Suite (Excel, Word, Outlook, PowerPoint, Teams), • Superior analytical, planning and problem resolution skills, • Must be able to provide necessary pro-active recommendations to clients, • Knowledge of general computer hardware & software applications, • Travel: 5% / Minimal travel if located near NYC or LA Submittal Instructions: Please apply directly by clicking the link below, alternatively you can forward your resume directly to: kssd3jzhg8fmr3753eaa1ebw9o@crelate.net After applying, if you have further questions, you may call 973-895-5200 and ask for Iggy. You can also submit via our career portal and take a look at other Critical Facility openings we are working on at, https://www.pkaza.com/jobs/ If this job is not for you, feel free to forward this along. WE PAY FOR REFERRALS!! Company offers competitive salaries and benefits package including medical insurance, a 401(k) plan EOE/AA Employer M/F/D/V Pkaza LLC is a third-party employment firm. All fees assessed by Pkaza LLC will be paid by our employer that we represent and not by the candidate

Job Description Freight Specialist, Safety Division New Rochelle, NY • On-Site • Full-Time • $75,000–$80,000 About Our Client A mid-sized manufacturer of products for the transportation industry. They are a family-founded, ISO 9001:2015 certified manufacturer headquartered in New Rochelle, NY. They are not a large corporation. They are a hands-on manufacturer where institutional knowledge runs deep, leadership is accessible, and the work you do is visible. The Opportunity We are hiring a Freight Specialist to take ownership of freight and logistics for the Safety Division - a role with real scope, spanning hands-on freight coordination, system ownership in SAP Business One, and a financial-gatekeeping function that keeps orders, payments, and shipments aligned. You will work in a small, close-knit office directly adjacent to our manufacturing warehouse, reporting to our Operations Manager, and you will be the person our warehouse team, our carriers, and our regional sales managers rely on to keep freight moving accurately and on time. This is a role for someone who has done this work for years, thinks in systems as much as shipments, and doesn't need to be managed closely to get it right. What You'll Do Own Freight Coordination • Coordinate daily inbound and outbound freight shipments — LTL and FTL (including short shots, flatbeds, and closed vans), parcel, and specialized modes including rail, ocean container, and air freight as needed, • Schedule pickups and deliveries; communicate shipment requirements with carriers, warehouse staff, and internal stakeholders across shipments ranging from small parcels to multi-truckload projects, • Route shipments accurately based on service level, cost, transit time, and delivery requirements, • Monitor shipment progress and resolve issues — delays, exceptions, shortages, incorrect paperwork — quickly and professionally Take Ownership of Logistics in SAP Business One, • Serve as the division's primary owner of freight and logistics data within SAP Business One, including pick-pack-delivery functions, keeping records accurate and current, • Prepare and verify shipping documentation: bills of lading, packing slips, shipment confirmations, and carrier labels, and maintain the customs documentation required across the countries we ship to, • Work with carriers and freight forwarders to obtain quotes, compare options, and resolve billing discrepancies Keep Orders and Payments Aligned, • Proofread and verify orders before they reach the production floor, • Confirm customer payment status and account standing against order terms; place orders on hold and notify the appropriate internal contact when payment is unclear or a credit application is pending, • Generate freight quotes and proforma invoices, and coordinate with accounting to confirm payment before orders are released to production Improve How Freight and Logistics Move, • Identify bottlenecks in the freight and order-fulfillment process and recommend practical improvements that reduce delays and errors What You Bring, • 5–10 years coordinating freight and shipments in a warehouse, logistics, or manufacturing setting, • Strong working knowledge of LTL/FTL transportation methods; comfort with occasional rail, ocean, or air freight is a plus, • Hands-on experience with an ERP system (SAP Business One strongly preferred) for logistics, inventory, or order management, • A demonstrated ability to work independently with minimal supervision, • Comfort managing both the operational and financial sides of an order — you're as confident verifying payment terms as you are booking a carrier, • A calm, patient, customer-facing demeanor under pressure, paired with a genuine sense of urgency about keeping orders and cash flow moving, • Strong communication skills, and the judgment to ask for help before a backlog becomes a problem, • Detail orientation and the ability to manage multiple shipments and priorities at once Preferred: experience in a manufacturing environment with SKU/order variety and tight fulfillment windows; experience resolving carrier billing discrepancies; familiarity with customs documentation for international shipments. What We Offer • $75,000–$80,000 annually, commensurate with experience, • Comprehensive benefits: health, dental, vision, 401(k), • 100% on-site at our New Rochelle, NY headquarters, • A stable, 58-year-old manufacturer with ISO 9001:2015 certification and a strong regional reputation #zr \nCompany Description We don’t just want to find you a job, we want to help you achieve your goals. We do that with you, by listening to you. We take the time to discuss your needs, expectations and career objectives. We find out who you are as well as what you can do. And we call on our contacts in countless businesses and corporations to find the position that will fit your skills, your personality, and your potential. We staff all levels of office staff, from entry-level clerical staff to organization management and everyone in between. We find employment opportunities for every vocation and aspiration – from accountants to graphic designers, administrative assistants to IT professionals, purchasing managers to event planners, receptionists to directors. If you are a permanent job seeker, we’ll help you get your foot in the door and launch your dream career. Our experienced Talent Coordinators will advise you on everything you need to ace your interview, and negotiate the best possible salary and benefits package. Count on us to be advocates for you in your search. We don’t just want to find you a job, we want to help you achieve your goals. We do that with you, by listening to you. We take the time to discuss your needs, expectations and career objectives. We find out who you are as well as what you can do. And we call on our contacts in countless businesses and corporations to find the position that will fit your skills, your personality, and your potential. \r\n\r\nWe staff all levels of office staff, from entry-level clerical staff to organization management and everyone in between. We find employment opportunities for every vocation and aspiration – from accountants to graphic designers, administrative assistants to IT professionals, purchasing managers to event planners, receptionists to directors. \r\n\r\nIf you are a permanent job seeker, we’ll help you get your foot in the door and launch your dream career. Our experienced Talent Coordinators will advise you on everything you need to ace your interview, and negotiate the best possible salary and benefits package. Count on us to be advocates for you in your search.

Job Description Securitas Technology, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect and optimize businesses of all types and sizes. More than 13,000 colleagues in 40 countries are focused daily on our purpose to help make your world a safer place and our commitment to deliver an unparalleled client experience. With clients at the heart of all we do, our people, knowledge and technology power our connected ecosystem of health, safety and security solutions and services. Objective We pride ourselves on delivering innovative solutions and data-driven insights to help our clients succeed. We are currently looking for a driven, detail-oriented, and analytical Business Analyst Intern to join our team for the summer. This internship is a fantastic opportunity for a current student or recent graduate who is eager to gain hands-on experience in business analysis and data-driven decision-making. Responsibilities: Assist the business analysis team in gathering and analyzing data to support decision-making processes. Help with the preparation of business reports, presentations, and dashboards for internal and client-facing purposes. Conduct market research and competitive analysis to identify industry trends and business opportunities. Assist in the development and implementation of process improvements and operational efficiencies. Collaborate with other departments to gather requirements and ensure data accuracy and completeness. Participate in meetings to understand business needs and provide insights based on data analysis. Requirements: Current student or recent graduate in Business Administration, Economics, Finance, Data Analytics, or a related field. Strong interest in business analysis, data interpretation, and problem-solving. Proficient in Microsoft Excel; knowledge of data analysis tools such as Power BI, Tableau, or SQL is a plus. Excellent written and verbal communication skills. Ability to work independently as well as part of a team. Strong attention to detail and analytical mindset. Ability to manage multiple tasks and meet deadlines in a fast-paced environment. Benefits: Hands-on experience in business analysis and strategic decision-making. Exposure to industry-standard tools and methodologies. Opportunity to work closely with experienced professionals and gain mentorship. Networking opportunities within the company and industry. We are a nationwide provider of security solutions and an equal opportunity employer committed to a diverse workforce. Our core values of Integrity, Vigilance and Helpfulness are proudly demonstrated daily by our employees to our customers and the communities we service.