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

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

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

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

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

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

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

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

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

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

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

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

Job DescriptionDescription: The Lead Electrical Designer (or Engineer) is a senior member & manager of the project team, working under the direct supervision of the Trade Design Manager (or Senior Engineer) to lead and manage project teams & design initiatives. This includes supervising a team of Design professionals with a goal to complete high-quality trade-specific schematics & layouts based on solid design principles. The Lead Designer manages all design team project functions, including surveys, calculations, selections & layouts, performs all project phases and is called upon to play a lead role in effectively communicating with peers, supervisors, vendors, consultants, clients & stakeholders. This includes providing leadership support in the construction administration process with the ability to process and review shop drawings, perform field observations, and prepare respective reports. The Lead Designer is fully capable of assuming the Job Captain function, and directly managing the training, development & project execution of direct-report project team members. Qualifications • Minimum 6yrs experience working as a Designer, of which at least 2yrs were spent in a Senior Designer Role, as part of a professional engineering project team, under the direct or indirect supervision of a licensed professional engineer., • Minimum 2yrs experience leading engineering projects of various sizes and complexities., • 4-year Engineering degree., • Professional Engineering License preferred., • Great interpersonal skills., • Polished communication skills (both verbal & writing)., • Highly organized and composed under pressure., • Proven project management ability, with demonstrated experience managing direct reports to strict timelines with multiple projects to meet deadlines under high-pressure environment., • Advanced proficiency with Microsoft Office., • Working knowledge of AutoCAD & REVIT., • Possesses a keen eye for detail.Requirements: Expectations Trade-Specific Competency - For Electrical Engineers Level 4 (Functional Mastery) • Can ably recognize even the most complex types of existing systems and apply solutions to the most complex engineering problems., • Can independently design complex electrical systems with inherent knowledge, minimal research & direction, and use of company standards & templates., • With minimal supervision, can develop intricate electrical room and system designs/layouts and selection of advanced equipment., • Ability to write sequence of operations with minimal supervision., • Advanced knowledge of codes and standards. Can ably research when required., • With minimal supervision, can generate specifications based on company standard templates., • Self-sufficient in producing existing conditions surveys and due diligence reports including cost estimates., • Educates L3 engineers. Core Competencies Project Management Level 4 (Functional Mastery) Project Management • Exhibits project process mastery with confidence and humility. Demonstrated ability to see the big picture and keep the team focused on key team & company goals, and on the client experience. Ensures effective collaboration between team members, understands the various personalities, and how they can best work together for the good of the whole. Habitually performs Project Manager responsibilities without assistance & with the highest degree of efficiency. Relationship Management • Fosters a collaborative culture, with demonstrated experience training & developing staff. Demonstrated ability to oversee team coordination with managers, clients, and team members to set expectations, deliverables, and objectives. Delegates workload assignments effectively & inspires others. Problem Solving • Teaches the team to view problems as opportunities to grow & fosters a solution-based thinking culture, where the team brings ideas & solutions to the table. Enables the team to fill knowledge gaps through active & proactive research. Assesses team issues from different vantage points, thinks "outside the box", & formulates the most effective solution in addressing specific challenges. Takes a "prevent rather than intervene" approach by focusing on team quality and due diligence. Customer Satisfaction • Ensures that the team focuses on the client experience and keeps the customer perspective in mind. Teaches the team to have a "customer is always right" approach. Elicits feedback from direct reports and creates strategies to help the team serve customers more effectively. Job Captain • Demonstrated ability to perform consistently satisfactory Job Captain responsibilities. The Job Captain is counted on to: Take Ownership The Job Captain is responsible for taking ownership of the coordination of project deliverables and issuances with the project team. This means coordinating between the project team and other MGE groups on the timely and accurate set-up/issuance of project documentation. This means to: • Quarterback the project start-to-finish. Seeing the project through and making sure it goes out correctly., • Include the right stakeholders in your communication., • Coordinate with all departments and take ownership of the process throughout the entire project lifecycle. Apply Quality, & Ensure it The Job Captain serves as an important quality control point, by checking project documentation for completeness and accuracy prior to submitting for issuance. This means to: • Submit all completed checklists to the Project Manager., • Provide final clearance on project issuance., • Escalate concerns quickly and decisively., • Ensure checklists, issue sheets and other pertinent documentation are accurately completed before sending., • Make sure all pencils are down before submitting a set for issuance., • Own the quality control process. Make sure the right engineers have checked their design before submitting it to you for issuance., • Check the drawings for accuracy before they go out., • Ensure backgrounds and xrefs are up to date., • Coordinate the issuance of Project Manuals (Book Specifications) if applicable., • Coordinate and check the Issued Drawings List for every drawing issuance., • Double check to see if the backgrounds received from the architects are correct., • Ensure the proper drawings are compiled and issued., • Communicate the status of the issuance through completion., • Follow-up with the client to ensure the package was received. Ensure Project Documentation is Correct The Job Captain ensures that proper project documentation is thoroughly, correctly, and consistently followed. This includes (but is not limited to): • Correct drawing set-up and filing., • Correct folder structure set-up and ongoing maintenance., • Correct and timely issue sheets., • Correct post-project filing and archiving., • All changes are bubbled appropriately. If a drawing is being filed for the first time, there should be no bubbling., • Delta in the revisions must match the Delta in the title block., • All applicable DOB notes should be turned on for DOB filing. If a job is outside New York, any NY-related notes should be turned off., • The PAA sub-number is correct., • The initials of the team members are on the title blocks for all drawings. XX does not work here., • Include the correct DOB Now number., • Be clear with the CAD/BIM group on project set-up expectations., • Adhere to the company standard project folder structure., • Check to see if drawings, folders, and issue sheets have been set-up correctly., • Properly place project files into the correct folders within the drive., • Notify Operations and Office Management that a project is confirmed for archiving. Communication Level 4 (Functional Mastery) • Listen and ask questions to fully understand the scope of the project. Clearly conveys the focus and intent of the project to the team. Puts instructions into a framework that team members working on the project can understand. Explains how the project fits in with the overall scheme of the company and its ultimate objective., • Through writing and speaking openly & honestly with appropriate body language and grammar, successfully inspires trust in both the stakeholders and the team members. Through honest feedback and clear direction, instills loyalty in the team, making it easier to deliver instructions, make changes and provide constructive criticism. Reports the team’s progress to the client with assurances that keep the client satisfied. Leadership Level 4 (Functional Mastery) • Enables, motivates, and inspires the team to meet deliverables within project constraints by demonstrating commitment, expertise, confidence, genuine concern, and ability to help everyone solve challenges and achieve goals. Finds the key factors that motivates each team member, settles disputes, and effectively encourages the team to maintain its focus. Conducts timely and recurring career development and performance management for team. Accountability Level 4 (Functional Mastery) Self-Direction & Sense of Urgency: • Is personally invested in the success of the team by feeling that personal success is directly related to the success of the team. Embraces management, mentorship, and the ownership of the team’s workload, and ensures workload is delegated effectively. Takes advantage of opportunities to advance the brand of the team, initiates project, takes ownership of mistakes and gives credit to the team for their success. Takes leading action in the face of obstacles, freshly identifying what must be done and leading the implementation of the solution. Sets challenging goals for the team and demonstrates a strong sense of urgency & persistence about accomplishing them. Establishes plans that break projects into their component parts, each with its own timeline. Seeks & gives performance feedback to others and addresses performance problems promptly. Flexibility & Resilience • Leads the team through ambiguous situations, teaches the team to reconsider strongly held ideas, and maintains teamwork efficiency. Ensures team members respond positively to a changing environment and enables them to come up with creative ideas. When the picture is unclear and much is unknown, remains calm and comfortable, accurately assessing risks and options, changing direction & reorienting quickly. Acts decisively at the right time. Results Driven • Sets the bar high for the team and raises team standards; sets challenging team goals and develops standards against which to measure behavior & performance of the group. Persists in the face of significant difficulties, takes risks, faces fears, and demonstrates a strong sense of urgency about achieving goals. PIaf9d728b53f3-25405-37896860

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.

Financial Advisor – Midtown Manhattan (Training Provided) \n \n We are actively seeking candidates for Financial Advisor job opportunities in our Midtown Manhattan offices. This is a great opportunity open to experienced candidates and individuals seeking to begin a career in financial services. \n \n As a Financial Advisor, you will work with new clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment management, insurance, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. \n \n Training & Development \n \n Prior financial services experience is not required – training is provided. The Training & Development Program includes a 3-week training at the start of the position, where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Then, once working in the role, you will be able to work alongside an experienced Director in the office who will serve as your mentor on an ongoing basis, allowing you to do your client work jointly with an experienced leader in the office. \n \n Responsibilities: \n \n\n • New Business Development: establishing relationships with new clients through leads, referrals, and calls\n, • Client Financial Advisory: meeting with clients to discuss financial planning, insurance, investment management, and other services\n, • Delivery of customized financial plans to help clients achieve their financial goals\n, • Day-to-day client relationship management\n\n \n Required Qualifications: \n \n\n • Bachelor’s degree\n, • Experience in a client/customer-facing role (includes sales, client/investor relations, customer success, etc.)\n, • Excellent communication and interpersonal skills\n, • Must live in the Tri-State Area (commutable to Midtown Manhattan office)\n, • Must be able to commit to a full-time, Monday-Friday, 9am-5pm work schedule\n\n \n Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. \n \n Compensation & Benefits: \n \n\n • Compensation is a combination of commissions, stipends, and bonuses. This a performance-based pay structure, with no cap on earnings, where pay directly reflects the success you have with your client sales.\n, • Average annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)\n, • Up to $2,000 in training stipends\n, • Renewable income beginning in second year\n, • Bonus programs & expense allowances.\n, • Support for insurance licensing (Life, Accident, & Health license)\n, • Support for SIE, Series 6, Series 63 registrations\n, • Medical/dental/vision insurance; life and disability insurance; company-funded retirement pension plan.\n\n \n About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 (#109) company with over $627 billion in assets under management (AUM) and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Job DescriptionDescription: Position Summary The Lead Plumbing & Fire Protection Designer (or Engineer) is a senior member & manager of the project team, working under the direct supervision of the Trade Design Manager (or Senior Engineer) to lead and manage project teams & design initiatives. This includes supervising a team of Design professionals with a goal to complete high-quality trade-specific schematics & layouts based on solid design principles. The Lead Designer manages all design team project functions, including surveys, calculations, selections & layouts, performs all project phases and is called upon to play a lead role in effectively communicating with peers, supervisors, vendors, consultants, clients & stakeholders. This includes providing leadership support in the construction administration process with the ability to process and review shop drawings, perform field observations, and prepare respective reports. The Lead Designer is fully capable of assuming the Job Captain function, and directly managing the training, development & project execution of direct-report project team members. Qualifications • Minimum 6yrs experience working as a Designer, of which at least 2yrs were spent in a Senior Designer Role, as part of a professional engineering project team, under the direct or indirect supervision of a licensed professional engineer., • Minimum 2yrs experience leading engineering projects of various sizes and complexities., • 4-year Engineering degree., • Professional Engineering License preferred., • Great interpersonal skills., • Polished communication skills (both verbal & writing)., • Highly organized and composed under pressure., • Proven project management ability, with demonstrated experience managing direct reports to strict timelines with multiple projects to meet deadlines under high-pressure environment., • Advanced proficiency with Microsoft Office., • Working knowledge of AutoCAD & REVIT., • Possesses a keen eye for detail.Requirements: Expectations Trade-Specific Competency – For Plumbing & Fire Protection Engineers Level 4 (Functional Mastery) • Can ably recognize even the most complex types of existing systems and apply solutions to the most complex engineering problems., • Can independently design complex plumbing & fire protection systems with inherent knowledge, minimal research & direction, and use of company standards & templates., • With minimal supervision, can develop intricate designs/layouts and selection of advanced equipment., • Advanced knowledge of codes and standards. Can ably research when required., • With minimal supervision, can generate specifications based on company standard templates., • Self-sufficient in producing existing conditions surveys and due diligence reports including cost estimates., • Educates L3 engineers. Core Competencies Project Management Level 4 (Functional Mastery) Project Management • Exhibits project process mastery with confidence and humility. Demonstrated ability to see the big picture and keep the team focused on key team & company goals, and on the client experience. Ensures effective collaboration between team members, understands the various personalities, and how they can best work together for the good of the whole. Habitually performs Project Manager responsibilities without assistance & with the highest degree of efficiency. Relationship Management • Fosters a collaborative culture, with demonstrated experience training & developing staff. Demonstrated ability to oversee team coordination with managers, clients and team members to set expectations, deliverables, and objectives. Delegates workload assignments effectively & inspires others. Problem Solving • Teaches the team to view problems as opportunities to grow & fosters a solution-based thinking culture, where the team brings ideas & solutions to the table. Enables the team to fill knowledge gaps through active & proactive research. Assesses team issues from different vantage points, thinks "outside the box", & formulates the most effective solution in addressing specific challenges. Takes a "prevent rather than intervene" approach by focusing on team quality and due diligence. Customer Satisfaction • Ensures that the team focuses on the client experience and keeps the customer perspective in mind. Teaches the team to have a "customer is always right" approach. Elicits feedback from direct reports and creates strategies to help the team serve customers more effectively. Job Captain • Demonstrated ability to perform consistently satisfactory Job Captain responsibilities. The Job Captain is counted on to: Take Ownership The Job Captain is responsible for taking ownership of the coordination of project deliverables and issuances with the project team. This means coordinating between the project team and other MGE groups on the timely and accurate set-up/issuance of project documentation. This means to: • Quarterback the project start-to-finish. Seeing the project through and making sure it goes out correctly., • Include the right stakeholders in your communication., • Coordinate with all departments and take ownership of the process throughout the entire project lifecycle. Apply Quality, & Ensure it The Job Captain serves as an important quality control point, by checking project documentation for completeness and accuracy prior to submitting for issuance. This means to: • Submit all completed checklists to the Project Manager., • Provide final clearance on project issuance., • Escalate concerns quickly and decisively., • Ensure checklists, issue sheets and other pertinent documentation are accurately completed before sending., • Make sure all pencils are down before submitting a set for issuance., • Own the quality control process. Make sure the right engineers have checked their design before submitting it to you for issuance., • Check the drawings for accuracy before they go out., • Ensure backgrounds and xrefs are up to date., • Coordinate the issuance of Project Manuals (Book Specifications) if applicable., • Coordinate and check the Issued Drawings List for every drawing issuance., • Double check to see if the backgrounds received from the architects are correct., • Ensure the proper drawings are compiled and issued., • Communicate the status of the issuance through completion., • Follow-up with the client to ensure the package was received. Ensure Project Documentation is Correct The Job Captain ensures that proper project documentation is thoroughly, correctly, and consistently followed. This includes (but is not limited to): • Correct drawing set-up and filing., • Correct folder structure set-up and ongoing maintenance., • Correct and timely issue sheets., • Correct post-project filing and archiving., • All changes are bubbled appropriately. If a drawing is being filed for the first time, there should be no bubbling., • Delta in the revisions must match the Delta in the title block., • All applicable DOB notes should be turned on for DOB filing. If a job is outside New York, any NY-related notes should be turned off., • The PAA sub-number is correct., • The initials of the team members are on the title blocks for all drawings. XX does not work here., • Include the correct DOB Now number., • Be clear with the CAD/BIM group on project set-up expectations., • Adhere to the company standard project folder structure., • Check to see if drawings, folders, and issue sheets have been set-up correctly., • Properly place project files into the correct folders within the drive., • Notify Operations and Office Management that a project is confirmed for archiving. Communication Level 4 (Functional Mastery) Listen and ask questions to fully understand the scope of the project. Clearly conveys the focus and intent of the project to the team. Puts instructions into a framework that team members working on the project can understand. Explains how the project fits in with the overall scheme of the company and its ultimate objective. Through writing and speaking openly & honestly with appropriate body language and grammar, successfully inspires trust in both the stakeholders and the team members. Through honest feedback and clear direction, instills loyalty in the team, making it easier to deliver instructions, make changes and provide constructive criticism. Reports the team’s progress to the client with assurances that keep the client satisfied. Leadership Level 4 (Functional Mastery) Enables, motivates, and inspires the team to meet deliverables within project constraints by demonstrating commitment, expertise, confidence, genuine concern, and ability to help everyone solve challenges and achieve goals. Finds the key factors that motivate each team member, settles disputes, and effectively encourages the team to maintain its focus. Conducts timely and recurring career development and performance management for team. Accountability Level 4 (Functional Mastery) Self-Direction & Sense of Urgency: • Is personally invested in the success of the team by feeling that personal success is directly related to the success of the team. Embraces management, mentorship, and the ownership of the team’s workload, and ensures workload is delegated effectively. Takes advantage of opportunities to advance the brand of the team, initiates project, takes ownership of mistakes and gives credit to the team for their success. Takes leading action in the face of obstacles, freshly identifying what must be done and leading the implementation of the solution. Sets challenging goals for the team and demonstrates a strong sense of urgency & persistence about accomplishing them. Establishes plans that break projects into their component parts, each with its own timeline. Seeks & gives performance feedback to others, and addresses performance problems promptly. Flexibility & Resilience • Leads the team through ambiguous situations, teaches the team to reconsider strongly held ideas, and maintains teamwork efficiency. Ensures team members respond positively to a changing environment and enables them to come up with creative ideas. When the picture is unclear and much is unknown, remains calm and comfortable, accurately assessing risks and options, changing direction & reorienting quickly. Acts decisively at the right time. Results Driven • Sets the bar high for the team and raises team standards; sets challenging team goals and develops standards against which to measure behavior & performance of the group. Persists in the face of significant difficulties, takes risks, faces fears, and demonstrates a strong sense of urgency about achieving goals. PIba0d4955e471-25405-37896981

COMPENSATION & BENEFITS \n \n $120,000 – $140,000 annually, based on experience. \n • 401(k) plan \n • Health insurance \n • Dental and vision coverage \n • Paid time off \n • Career growth opportunity to advance into an Operations Manager or Financial Advisor role \n \n This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping. \n \n NEW ACCOUNTS & ONBOARDING \n • Open new accounts in Wealthscape — individual, joint, trust, entity, IRA, Roth, inherited IRA, and 529 registrations \n • Route documents through eSignature (DocuSign) and track envelope status to completion \n • Review submissions for NIGO items, work Wealthscape requirements and alerts, and follow up with Fidelity service teams until accounts are in good order \n • Initiate and monitor ACATS and non-ACATS transfers using the Transfer of Assets tool; track through funding and notify advisors of delays or rejects \n • Verify CIP/KYC documentation and establish client records in the CRM \n • Enroll clients in Wealthscape Investor, eDelivery, checkwriting, and debit card features \n \n ACCOUNT SERVICING & MAINTENANCE \n • Process address, beneficiary, registration, and standing instruction updates \n • Set up and process money movement: EFT/ACH, wires, journals (book-to-book), contributions, distributions, and RMDs \n • Handle Roth conversions, 60-day rollovers, and IRA recharacterizations \n • Process date-of-death transfers, inherited IRA setups, and account closures \n • Complete margin and options agreements; monitor and resolve Reg T and cash account calls \n • Serve as day-to-day contact for client service requests, portal access, and login or technical issues \n • Support alternative investment paperwork and custody documentation \n \n DATA, REPORTING & BILLING \n • Run and submit advisory fee billing through Wealthscape; verify fee schedules and reconcile fees received \n • Assist clients and advisors with statements, trade confirms, and tax forms (1099, 5498, 1099-R) \n \n COMPLIANCE & RECORDKEEPING \n • Maintain books and records in accordance with the firm's written supervisory procedures \n • Ensure advisory agreements, Form ADV/CRS delivery, and required disclosures are documented and current \n • Support annual compliance reviews, mock audits, and regulatory or custodian requests \n • Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer \n \n PROCESS & SYSTEMS \n • Build and maintain CRM workflows; keep client and household data accurate \n • Document and update standard operating procedures for recurring operational tasks \n • Serve as primary liaison with Fidelity Institutional service, relationship, and transition teams \n • Support integrations between Wealthscape and firm systems via Integration Xchange \n • Identify and implement improvements to reduce turnaround time and error rates \n \n QUALIFICATIONS \n \n • 3+ years of operations or client service experience supporting financial advisors \n • Hands-on experience with Fidelity/NFS Wealthscape strongly preferred \n • Proficiency with CRM and portfolio accounting/reporting systems; strong Excel skills \n • High attention to detail with the ability to manage multiple time-sensitive requests \n • Clear written and verbal communication with clients, advisors, and custodian service teams \n • Bachelor's degree preferred \n \n Series 7 and Series 66 (or Series 65/63) licenses are a major plus.

About PCM Encore \n \n PCM Encore is a fast-growing, founder-led Registered Investment Advisor (RIA) and principal-led multi-family office. Since launching our wealth management platform in 2025, we have rapidly scaled to over $2 billion in client AUM and serve more than 200 client households nationwide. \n \n We are building a modern, technology-enabled client acquisition engine and are seeking elite business development professionals who thrive in fast-paced, metrics-driven environments. \n \n Location \n \n • Ideal locations are New York City or Denver. Strong candidates outside ideal geography who are open to relo will be provided with relocation support. \n \n The Opportunity \n \n We are a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with internal specialists; and ensures a high-touch, consistent client experience throughout the client lifecycle. The ideal candidate will possess strong relationship management capabilities, exceptional attention to detail, and an understanding of holistic financial planning development. They will play a critical role in supporting our clients through their wealth management journey by being the primary point of contact for all conversations, analyzing all components of the client’s financial picture, and partnering with internal and external teams to provide unique, suitable, and sophisticated solutions based on client needs. \n \n Key Responsibilities \n \n Client Onboarding & Relationship Management \n • Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate. \n • Serve as the primary point of contact for all client questions and planning needs. \n • Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software. \n • Onboard up to three households per week, with an expectation of managing 120+ households at full capacity. \n • Prepare to receive pre-existing client household relationships transitioned from other Private Wealth Advisor books to re-distribute the total firm wide client household book evenly \n \n Financial Planning & Advice \n • Develop, maintain, and update comprehensive and holistic financial plans.• Provide ongoing, proactive planning recommendations aligned with client goals. \n • Coordinate planning efforts with internal Tax, Estate, and Investment partners. \n • Identify clients who may be appropriate for unique or opportunistic investment solutions, in \n collaboration with IPC. \n \n Investment & Account Coordination \n • Partner with IPC to build and implement customized investment recommendations. For less- \n tailored portfolios, build recommendations without involving IPC. \n • Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios. \n • Review client billing in partnership with IPC and/or Compliance, as appropriate. \n \n Client Engagement & Operations \n • Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up. \n • Conduct proactive client outreach beyond scheduled meetings. \n • Schedule and manage client meeting cadence, leveraging technology where possible. \n • Request and coordinate client swag and appreciation initiatives. \n • Manage client meeting logistics, documentation, and action items. \n \n Qualifications \n \n • Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households. \n • Strong technical foundation in financial planning, investments, and tax-aware strategies. \n • Excellent client communication and relationship management skills. \n • Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc. \n • High attention to detail and ability to manage multiple client relationships simultaneously. \n • Collaborative mindset with comfort working alongside investment, tax, and operations teams. \n • Series 65 required (*NOTE - if you have your Series 66 or CFP, please select "YES" to the Series 65 screening question). \n • CFP® or similar preferred. \n \n What Success Looks Like \n \n Top performers in this role: \n • A strong relationship manager who will proactively "Quarterback" client relationships within their client book \n • Intellectual curiosity and passion for wealth advisory. \n • Strong organizational and project management skills. \n • Ability to communicate sophisticated financial planning concepts to both teammates and clients. \n • Process-oriented mindset combined with strategic thinking. \n • Team-first attitude with a willingness to take ownership of outcomes. \n • High degree of professionalism, discretion, and client service orientation. \n \n Additional Compensation Note \n \n • Revenue sharing of the managed client book will eventually be part of the compensation package \n

\n About the Company \n \n We are partnering with a highly respected Top 10 wealth management firm, and the family office division is seeking a Tax Family Office Senior Associate to join its New York team. This role offers a unique blend of tax compliance, tax planning, financial administration, and client advisory work, making it an excellent opportunity for professionals looking to broaden their expertise beyond traditional tax preparation. \n \n About the Role \n \n Prepare and review individual, business, and fiduciary income tax returns, including multi-state filings. \n \n Responsibilities \n \n\n • Assist with tax planning, projections, estimated tax calculations, and year-round advisory services\n, • Respond to tax notices and support IRS and state tax audits\n, • Conduct tax research and participate in special projects\n, • Review payroll tax filings and information returns\n, • Support forensic accounting and financial analyses related to matrimonial matters\n, • Provide business management and financial administration services to high-net-worth individuals and families\n, • Review financial statements, budgets, cash flow analyses, spending reports, and financial plans\n, • Build and maintain strong client relationships while serving as a trusted advisor\n, • Collaborate with attorneys, investment advisors, accountants, and other members of a client's professional services team\n, • Manage workflow, client engagements, billing, and overall profitability of assigned accounts\n\n \n Qualifications \n \n\n • Bachelor's degree in Accounting required; Master's in Taxation preferred\n, • CPA preferred\n, • 5-7 years of high-net-worth tax experience within a CPA firm, family office, or wealth management environment\n\n \n Required Skills \n \n\n • Strong experience preparing and reviewing complex individual income tax returns\n, • Knowledge of tax planning, financial planning, and financial administration concepts\n, • Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online)\n, • Strong organizational skills with exceptional attention to detail\n, • Ability to manage multiple priorities and deadlines in a client-focused environment\n, • Excellent communication and relationship-building skills\n\n \n Preferred Skills \n \n This role offers much more than tax compliance. You'll work closely with affluent individuals and families, gaining exposure to financial planning, family office services, business management, and complex advisory matters. It's an opportunity to become a trusted advisor while developing a well-rounded skill set in a collaborative and client-centric environment. \n \n Pay range and compensation package \n \n\n • Base Salary: $120,000 - $140,000 + 10-15% Bonus\n, • Comprehensive Benefits Include:\n, • \n, • Medical, dental, and vision coverage starting on day one\n, • 401(k) with employer match\n, • Flexible PTO\n, • Parental leave\n, • Professional development and continuing education support\n, • Commuter benefits\n, • Community engagement and volunteer opportunities\n\n \n Equal Opportunity Statement \n \n We are committed to diversity and inclusivity. \n

🚀 Now Hiring: Tax Professionals | Remote, Hybrid & Onsite | $100K–$225K \n One of my top clients — a well-established, rapidly growing 80-person CPA firm — is expanding its tax division and looking for talented tax professionals at multiple levels. Flexible location options: fully remote, hybrid, or onsite. \n Two groups to choose from (or a blend of both): \n 🔹 Private Client Services (PCS) — Work directly with ultra-high-net-worth individuals and families on complex tax returns, planning, consulting, and estate/trust strategy. Ideal for someone who enjoys sophisticated, relationship-driven advisory work. \n 🔹 Business Tax Group — Handle partnership and corporate tax for complex, closely held and middle-market businesses. Great fit if you like variety across entity types and industries. \n The Partners will work with you to place you where your background and interests align best — whether that's one group, or exposure to both. \n Why this firm? \n ✅ Strong growth trajectory with real advancement opportunity \n ✅ Competitive compensation ($100K–$225K depending on level/experience) \n ✅ Flexible work arrangements \n ✅ Complex, engaging work — not cookie-cutter returns \n ✅ Supportive Partner group invested in your development \n Not the right fit or size? No problem — I work with hundreds of CPA firms nationwide, from boutique to large regional/national firms, and can help you explore options that match what you're looking for in terms of firm size, culture, and specialty. \n A quick note for anyone on the fence about public vs. private: \n If you're looking to stay challenged, keep growing technically, and want long-term job security, public accounting is genuinely one of the strongest paths in the profession. I talk to a lot of people who make the jump to industry expecting more balance or upside — and many find the grass isn't as green as it looked. \n 📩 Interested? Send me your resume and let's set up a quick call to discuss fit, compensation, and next steps confidentially.

About the Company \n Hiring a BD Analyst for Top NY Law Firm - Downtown. \n 5 Days in person \n \n Business Development works with lawyers, Business Development, Communications, Creative Services and other administrative staff to assist with efforts to generate increased business for the Firm. \n \n They will leverage research, writing, technical and communication skills to coordinate initiatives of the Real Estate, Sports, Tax, Estates and Personal, and broader General practice areas and related subgroups. \n \n About the Role \n \n Responsibilities \n \n\n • Support partners in preparing targeted presentations (pitch books, RFP responses, and deal sheets), in a manner that effectively communicates the Firm’s relevant experience and articulates clear reasons why the Firm should be retained.\n, • Assist with submissions to league tables, directories, guides and other surveys.\n, • Coordinate competitive intelligence research, used to update lawyers on market trends.\n, • Follow Firm news, note wins and maintain the practice experience database and updates in the CRM system.\n, • Complete production aspects (editing, fact checking, proofreading, assembling) to ensure materials are delivered accurately and on time.\n, • Coordinate content aspects of internal and external marketing conferences and other events and in this capacity; work with the Events department.\n, • Maintain a complete record of all pitches, meetings and outreach of any type in the Firm’s CRM (Client Relationship Management) system.\n, • Maintain lawyer biographies over multiple channels (print, digital).\n, • Collaborate with worldwide staff to ensure marketing materials are updated on a global scale.\n, • Coordinate efforts with the Communications and Digital Marketing teams in the practice’s visibility program; on internal communications, external communications on external website and social media, and to maintain practice details and lawyer bios on external website.\n\n \n Qualifications \n \n\n • An ability to handle time-sensitive requests from multiple lawyers, across time zones, and to generate quality work product in a fast-paced environment. Excellent interpersonal skills. Deadline oriented.\n, • Excellent writing/editing, proofreading, grammar and research skills (a writing and editing test is required).\n, • Proficiency in standard spreadsheet, database, word processing and presentation applications (e.g., Excel, Dynamics, Access, Word, PowerPoint and SharePoint are pluses), as well as with a variety of online and new media information resources. Knowledge of any CRM system is also helpful. Familiarity with The Firm provides additional training in core software programs, if needed, to enhance skills and speed of work.\n, • A commitment to the highest standards of excellence and professionalism that are the hallmarks of Sullivan & Cromwell’s legal practice.\n\n \n Required Skills \n \n\n • Three to five years of experience working for a law firm, financial institution.\n, • Experience with communication at the Partner/Executive level.\n, • Bachelor's degree or equivalent required.\n\n

Managing Director – Software M&A Investment Banking \n Location: New York, NY \n Industry: Investment Banking / Software & Technology \n Firm: Middle-Market Investment Bank \n Employment Type: Full-Time \n \n About the Firm \n \n We are a leading middle-market investment bank focused on advising entrepreneurs, founders, private equity sponsors, and corporate clients on strategic transactions across the software and technology sectors. The firm provides M&A advisory, capital raising, strategic advisory, and other corporate finance services to companies ranging from emerging growth businesses to established middle-market enterprises. \n \n We are seeking an experienced Managing Director to join our New York team and play a senior leadership role in expanding the firm's software investment banking practice. \n \n Position Overview \n \n The Managing Director will be responsible for developing and maintaining senior-level relationships with software company executives, founders, private equity firms, strategic acquirers, and other institutional investors, while leading the origination and execution of M&A and strategic advisory transactions. \n \n The ideal candidate will be an established investment banking professional with a strong track record of originating and executing middle-market software transactions. This individual should possess significant industry relationships, a demonstrated ability to generate new business, and the judgment and leadership skills required to serve as a trusted advisor to CEOs, founders, Boards of Directors, and financial sponsors. \n \n This is a highly entrepreneurial opportunity for a senior banker who wants to have significant influence over the growth of a software-focused investment banking franchise. \n \n Key Responsibilities \n Business Development & Origination \n\n • Develop and execute a strategy to expand the firm's software M&A advisory business.\n, • Originate new M&A, capital raising, and strategic advisory opportunities through established relationships and proactive business development.\n, • Build and maintain relationships with software CEOs, founders, Boards of Directors, private equity sponsors, venture capital firms, family offices, and strategic acquirers.\n, • Identify companies and situations that may represent attractive M&A or financing opportunities.\n, • Lead pitches and presentations to prospective clients, including developing transaction strategies, valuation analyses, and marketing materials.\n, • Establish the firm as a trusted advisor to senior executives and owners of middle-market software businesses.\n, • Develop and maintain a robust pipeline of prospective transactions.\n\n Transaction Leadership \n\n • Serve as the senior banker and primary relationship manager on M&A and strategic advisory engagements.\n, • Lead transactions from initial client discussions and mandate through closing.\n, • Develop transaction strategy, positioning, valuation, buyer/investor identification, negotiation strategy, and overall process execution.\n, • Advise clients on valuation, transaction structure, strategic alternatives, and market dynamics.\n, • Lead negotiations with buyers, sellers, private equity sponsors, strategic acquirers, and other transaction counterparties.\n, • Maintain senior-level involvement throughout the transaction process while ensuring successful execution by the broader deal team.\n\n Team Leadership & Development \n\n • Lead and mentor Vice Presidents, Associates, Analysts, and other members of the investment banking team.\n, • Provide strategic direction and oversight on transaction execution.\n, • Review and provide guidance on financial models, valuation analyses, CIMs, management presentations, buyer lists, and other transaction materials.\n, • Recruit, develop, and retain high-performing investment banking professionals.\n, • Foster a collaborative, entrepreneurial, and high-performance culture within the software banking practice.\n\n Market & Industry Expertise \n\n • Maintain deep knowledge of the software and technology M&A landscape.\n, • Monitor transaction activity, valuation trends, financing markets, strategic buyers, private equity activity, and emerging subsectors within software.\n, • Develop differentiated perspectives and insights that can be used to advise clients and generate new business.\n, • Cultivate relationships with strategic and financial buyers to expand the firm's transaction network.\n\n Qualifications \n\n • 12+ years of investment banking experience, with significant experience at the senior banker level.\n, • Extensive experience advising software and technology companies on M&A and/or capital markets transactions.\n, • Demonstrated track record of originating and closing middle-market transactions.\n, • Strong existing relationships with software executives, founders, private equity firms, strategic acquirers, and other relevant market participants.\n, • Proven ability to independently generate and develop investment banking business.\n, • Strong understanding of software industry business models, including SaaS, recurring revenue models, vertical software, enterprise software, cybersecurity, fintech, and/or related technology subsectors.\n, • Exceptional financial, valuation, transaction structuring, and analytical skills.\n, • Strong understanding of the full M&A process, including business development, valuation, marketing, buyer outreach, due diligence, negotiations, and closing.\n, • Excellent written, verbal, presentation, and interpersonal communication skills.\n, • Demonstrated ability to lead and develop junior investment banking professionals.\n, • Bachelor's degree required; MBA or other advanced degree preferred.\n\n \n Preferred Experience \n Candidates with the following experience are particularly encouraged to apply: \n\n • Prior Managing Director, Senior Managing Director, or Partner-level experience at an investment bank or advisory firm.\n, • Significant experience executing transactions in the $50 million–$500 million+ enterprise value range.\n, • A substantial personal network of software executives, private equity sponsors, strategic buyers, and other institutional investors.\n, • Experience working with founder-owned and/or sponsor-backed software companies.\n, • Experience leading sell-side M&A transactions.\n, • Experience with cross-border software transactions is a plus.\n, • Existing software-sector franchise or demonstrated ability to build one.\n\n Compensation \n Competitive compensation package consisting of base salary, annual bonus, and significant performance-based incentive compensation, commensurate with experience, transaction production, and business development success. \n What We Offer \n\n • Opportunity to play a significant role in building and expanding a software-focused middle-market investment banking franchise.\n, • Meaningful autonomy and responsibility in business development and client relationships.\n, • Direct exposure to founders, CEOs, Boards of Directors, private equity sponsors, and strategic acquirers.\n, • Entrepreneurial environment with significant upside for successful senior bankers.\n, • Opportunity to lead high-profile M&A and strategic advisory transactions.\n, • Collaborative team environment with experienced investment banking professionals.\n\n \n

\n About the Company \n \n We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager to join its growing New York team. \n \n About the Role \n \n This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team. \n \n Responsibilities \n \n\n • Review complex individual income tax returns, including multi-state filings\n, • Oversee and review gift, trust, partnership, corporate, and private foundation tax returns\n, • Prepare and review quarterly tax projections, estimated tax calculations, and extensions\n, • Advise high-net-worth individuals and families on tax planning opportunities and financial matters\n, • Conduct tax research and develop solutions for complex tax issues\n, • Assist clients with tax notices, audits, and regulatory matters\n, • Support foreign tax reporting and compliance requirements\n, • Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team\n, • Participate in special projects, including forensic accounting and matrimonial analyses\n, • Develop and maintain long-term client relationships while delivering an exceptional client experience\n\n \n Qualifications \n \n\n • CPA designation required\n, • 7+ years of high-net-worth tax preparation and review experience\n\n \n Required Skills \n \n\n • Strong experience with complex individual, trust, gift, partnership, and entity taxation\n, • Advanced tax planning and technical research capabilities\n, • Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms\n, • Strong organizational skills with the ability to manage multiple priorities and deadlines\n, • Excellent communication and relationship-management skills\n, • Ability to thrive in a fast-paced, client-focused environment\n\n \n Preferred Skills \n \n\n • Busy Season Hours: Approximately 45 hours per week.\n, • Emphasis on maintaining reasonable non-billable hour expectations.\n, • Non-busy season 40 hours per week\n\n \n Pay range and compensation package \n \n\n • Base Salary: $200,000 - $220,000 + 10-20% Bonus\n, • Comprehensive benefits package includes:\n\n \n\n • Medical, dental, and vision coverage starting on day one\n, • 401(k) with employer match\n, • Flexible PTO\n, • Parental leave\n, • Professional development and continuing education support\n, • Commuter benefits\n, • Community engagement and volunteer opportunities\n\n \n Equal Opportunity Statement \n \n We are committed to diversity and inclusivity. \n

Tax Director – New York \n $190,000–$230,000 + Bonus | Hybrid | Clear Route to Partner \n \n An established New York CPA firm is looking to appoint an experienced Tax Director to join its growing tax practice. \n \n This is a senior leadership opportunity for someone who wants significant client responsibility, involvement in developing the wider tax team and a genuine opportunity to progress towards Partner. \n \n The Role \n\n • Manage and develop a portfolio of high-value tax clients\n, • Review complex federal, state and multi-state tax returns\n, • Lead tax planning and advisory projects\n, • Act as a senior point of contact for key clients\n, • Review work prepared by Managers, Seniors and Associates\n, • Mentor and develop members of the tax team\n, • Support Partners with complex technical matters and client strategy\n, • Assist with business development and the continued growth of the tax practice\n, • Build long-term relationships with both existing and new clients\n\n \n What They’re Looking For \n\n • Strong background within public accounting / CPA firms\n, • Significant tax compliance, review and advisory experience\n, • Previous experience at Senior Manager or Director level\n, • Strong client management skills\n, • Experience managing and developing tax professionals\n, • Comfortable handling complex tax matters independently\n, • CPA strongly preferred\n, • Excellent communication and relationship-building skills\n\n \n What’s On Offer \n\n • $190,000–$230,000 base salary\n, • Performance-related bonus\n, • Hybrid working\n, • High level of client exposure and autonomy\n, • Strong established client base\n, • Opportunity to influence the future direction of the tax practice\n, • Clear progression towards Partner\n\n \n Interested? \n If you are an experienced Tax Senior Manager or Tax Director in New York and would like to discuss the opportunity confidentially, get in touch.

Our client is a top company in the insurance and financial services space. They are seeking a Business Analyst - Process Design & Documentation for their team on a temporary basis. \n \n This role provides business analysis capacity for that work. The analyst works with operations owners across six workstreams to map the new and changed process flows, draft the procedures and playbooks that go with them, and keep the deliverable register current as decisions land. The work is documentation-led rather than advisory, and it is the record the operations teams will run the fund from once it is live. \n Key responsibilities \n Process mapping and documentation \n\n • Work with workstream owners to map new and changed process flows end to end, including the split of activity between Client and the fund administrator.\n, • Capture control points, handoffs, exception paths and system touchpoints in each flow, and identify where a step has no clear owner.\n, • Help draft operating procedures, desk procedures and playbooks in the team’s templates, and take each one through review with the operations owner.\n, • Keep the documentation set consistent in structure, template and terminology across the six workstreams: cash management, fund administration, monthly and quarterly reporting, compliance and waterfall, rating agency, and loan servicing and reconciliation.\n, • Maintain version control so that the current state of each artifact is clear to the team at any point.\n\n Requirements, decisions and tracking \n\n • Help maintain the operational deliverable register, tracking status, owner and open items across workstreams.\n, • Capture requirements, decisions and open questions from working sessions, and turn them into clear written follow-ups that move items to closure.\n, • Support the drafting of RACI and service level definitions alongside the subject matter experts and workstream owners.\n, • Prepare materials for working group and program reviews, working to the existing reporting cadence.\n\n Workshops and stakeholder support \n\n • Prepare, help facilitate and document working sessions with operations, finance, data and technology partners.\n, • Follow up on open items between sessions, and flag risks to the Nov. 1 readiness date early rather than late.\n, • Help document data requirements and lineage for compliance and waterfall testing, rating agency reporting, and periodic reporting.\n\n Standard of completion \n Two tests apply to everything produced in this engagement. \n\n • Each process flow and procedure is developed and validated with the Client operations person who will do the job.\n, • The documentation set is consistent enough in template and terminology that the operations teams can maintain it after go-live without rework.\n, • A document that has not been walked through with the person who will own the process is not complete.\n\n \n Qualifications: \n \n Required \n\n • 5+ years as a business analyst in asset management, insurance investment, banking, or in consulting to those firms.\n, • Demonstrated process mapping experience, including swimlane and cross-functional flows that went into production use rather than staying in a deck.\n, • Track record writing operating procedures or desk procedures that the people doing the work actually used.\n, • Strong requirements elicitation skills, with experience drawing detail out of operations subject matter experts who are busy.\n, • Proficient with Visio, Lucidchart or an equivalent process mapping tool, and with Word, Excel and PowerPoint.\n, • Able to carry several workstreams at once against a fixed date, and to work with incomplete information without stalling.\n, • Highly effective collaborator who writes clearly, asks rather than assumes, and raises issues constructively.\n\n Preferred \n\n • Investment operations exposure across loans, private credit, fund administration or IBOR and ABOR environments.\n, • Prior experience documenting an outsourced service relationship with a fund administrator, custodian or transfer agent.\n, • Fund launch or platform implementation experience with a hard external date.\n, • Experience with a deliverable register or program tooling such as Jira, Confluence or Smartsheet.\n, • Familiarity with AI tools such as Claude, ChatGPT or Gemini, applied to drafting documentation and synthesizing complex material.\n\n

About The Role: \n The Crowd are busy and growing, and are looking for an Interior Design Recruitment Specialist / Consultant to join our New York team and focus on placing interior designers within the US architecture and interior design space. You’ll be immersed in the world of interiors and the wider design space, partnering with some of most exciting and influential design studios in the US to help them build their teams. You’ll be a trusted advisor to both clients and candidates, developing relationships and becoming ingrained in the industry. \n \n We’re open to people at all levels and experience – all we ask is that you’re passionate about the design industry, enjoy talking to people and building relationships, and have some form of interior design knowledge or experience in the US – we will teach you the rest! \n \n This is a people-focused and rewarding role, centred on building genuine, long-term relationships with both clients and candidates. You’ll work with leading design studios, recruit across a wide range of roles and levels, and support people every step of the way through the recruitment process. \n \n The Crowd is a forward-thinking, ambitious agency where people are at the heart of what we do. We focus on quality, not quantity, and take a highly consultative, relationship-led approach to our work. We’re approachable, genuine and hardworking, while enjoying the flexibility and autonomy that comes with being part of a dynamic, growing business. We offer a competitive package with excellent benefits and are based in a lovely, vibrant office (we may be biased, but we really are a lovely team who support and look out for each other!). \n \n You’ll work closely with the existing team, with scope to grow and shape the role, making a meaningful contribution to the business and having great fun along the way! In addition to a friendly, supportive, and social team, we offer a strong remuneration package, flexible/hybrid working, enhanced PTO, a shorter working week, significant annual bonuses and lots more! \n \n If you love talking to people, love interior design, and want to have ownership of your earnings, we want to hear from you! \n \n Key Responsibilities: \n\n • Working closely with our current clients in addition to bringing in new contacts, developing our candidate pool, building a presence within the industry\n, • Build strong relationships with design studios/clients and candidates\n, • Sourcing and interviewing candidates\n, • Screening CVs\n, • Negotiating salary packages and presenting suitable candidates to clients\n, • Providing a consultative and collaborative all-round service\n, • Maintain an active LinkedIn presence\n, • Manage the recruitment process from interview to offer and beyond\n, • Identifying and developing client/business relationship\n, • Attending client meetings and industry events\n, • Logging information on the internal CRM\n, • Taking detailed job briefs and writing job adverts\n, • Offering CV, interview and general career advice\n\n \n Key Skills/Requirements: \n\n • A strong passion for the interior design industry and a good understanding of the NY/US interior design space\n, • Excellent communicator\n, • Strong writing skills\n, • Confident, friendly, and articulate in your approach\n, • Service driven, collaborative in your approach and genuine\n, • Motivated and driven with a ‘can do’, positive attitude\n, • You will be a team player who champions the brand and team\n, • Genuine, fun, good sense of humour\n, • Works with integrity and a relationship-based approach\n\n \n To apply for this position please click on the apply button to attach your resume (and portfolio for design positions). \n \n By applying for this role, you are confirming that you agree to our Privacy Policy (full details are shown at the bottom of our website), and that all details submitted by you are correct and to the best of your knowledge. \n \n The Crowd is an equal opportunities employer and agency.

Our client, a highly regarded global AmLaw firm and recognized leader in the technology and innovation space, is seeking a Knowledge Management & Innovation Manager to help drive the firm’s continued adoption and advancement of AI across its legal practice. \n \n This is a highly visible opportunity for a law firm professional with hands-on AI experience who can work directly with attorneys, understand real legal workflows, and translate them into practical, scalable AI solutions. \n \n This role will be hybrid and can be based in SF, Silicon Valley, Santa Monica, Boston, NYC, or D.C. \n \n Key Responsibilities: \n\n • Partner directly with attorneys and paralegals to implement AI solutions and identify opportunities for broader firmwide adoption\n, • Develop deep expertise in leading AI platforms and apply that knowledge to legal workflows and use cases\n, • Help establish best practices and governance around the firm’s evolving use of AI\n, • Lead communications and training initiatives designed to drive adoption across practice groups\n, • Collaborate with Practice Support Lawyers, Attorney Training, Compliance, and technical teams on firmwide AI initiatives\n\n \n Key Qualifications: \n\n • 5+ years of experience within a law firm or legal technology environment\n, • Hands-on experience implementing AI into legal workflows and working directly with attorneys\n, • Strong technical fluency with AI platforms and the ability to problem-solve independently\n, • Confidence and credibility presenting to partners and senior attorneys\n, • Strong project management, communication, and relationship-building skills\n, • Creative, adaptable, and genuinely interested in the rapidly evolving legal AI landscape\n\n

Category Manager (Global Real Estate & Construction Procurement) \n New York, NY (Onsite) \n 24-Month Contract \n JPC - 20653 \n \n The Category Manager, Global Real Estate (Design & Construction) leads strategic sourcing, procurement, supplier management, and commercial contract activities supporting Client's global real estate portfolio. The role is responsible for developing and executing category strategies across architecture, engineering, project management, construction, furniture, technology infrastructure, and other workplace-related services. \n \n This position partners closely with Global Real Estate, Finance, Legal, Risk, and business stakeholders to ensure client projects are delivered through best-in-class procurement practices that optimize cost, quality, schedule certainty, supplier performance, sustainability, and risk management. The role supports the firm's Global Location Strategy through disciplined sourcing, vendor governance, and commercial leadership across a diverse global portfolio of projects and services. The role manages strategic supplier relationships and leverages enterprise buying power to establish scalable procurement programs and master service agreements. \n \n Qualifications: \n Required: \n\n • Bachelor's degree in Supply Chain Management, Business, Construction Management, Engineering, Architecture, Real Estate, or related field.\n, • 10+ years of strategic sourcing, procurement, or commercial management experience.\n, • Minimum 5 years of direct experience supporting corporate real estate, workplace, design, or construction programs.\n, • Demonstrated experience leading complex RFPs and global sourcing initiatives.\n, • Experience negotiating professional services agreements, construction contracts, consulting agreements, and master service agreements.\n, • Strong financial acumen, contract management expertise, and commercial negotiation skills.\n, • Strong stakeholder management capabilities within a matrixed global organization.\n, • Proficiency with sourcing intake, contract lifecycle, procurement workflow, and supplier management technology platforms, including Zip, Ariba, or comparable enterprise systems.\n\n \n Preferred: \n\n • Experience within asset management, banking, insurance, private equity, or other highly regulated financial services organizations.\n, • Experience supporting global office portfolios and enterprise workplace programs.\n, • Professional certifications such as CPSM, CIPS, PMP, MRICS, CCM, or LEED.\n, • Familiarity with construction delivery methods including Design-Bid-Build, CMAR, Design-Build, and Integrated Project Delivery.\n, • Experience working across North America, EMEA, APAC, and Latin America.\n\n \n Success Measures: \n\n • Savings and value creation versus approved budgets.\n, • Supplier performance and service quality metrics.\n, • Successful execution of global sourcing and procurement programs.\n, • Risk mitigation and contract compliance.\n, • Stakeholder satisfaction.\n, • Procurement cycle-time improvements and sourcing efficiency.\n, • Consistent adoption of ESO sourcing standards and technology-enabled processes, including accurate use of Zip, Ariba, and related procurement systems for pipeline tracking, sourcing execution, approvals, and reporting.\n, • Contribution to successful delivery of workplace client projects globally.\n\n \n Responsibilities: \n Category Strategy & Strategic Sourcing \n\n • Develop and execute global category strategies for design, construction, project management, furniture, workplace technology, facilities services, and related real estate spend categories.\n, • Conduct spends analysis, market intelligence, supplier benchmarking, and risk assessments to identify sourcing opportunities and category optimization initiatives.\n, • Translate spend analysis, supplier market intelligence, and total cost of ownership insights into quantified savings targets and measurable value creation opportunities.\n, • Establish multi-year sourcing roadmaps aligned with Client's global workplace and real estate objectives.\n, • Monitor industry trends, construction markets, labor conditions, material pricing, and emerging supplier capabilities.\n, • Maintain current supplier market maps and external benchmarking to inform sourcing strategies, negotiation positions, and supplier selection decisions.\n, • Identify opportunities for standardization, supplier consolidation, and improved commercial terms across regions.\n\n Design & Construction Procurement \n\n • Lead sourcing activities for client projects globally, including consultant selection, design services, owner's representative services, furniture procurement, general contractors, and specialty vendors.\n, • Develop and manage RFIs, RFQs, RFPs, bid evaluations, supplier interviews, and recommendation packages.\n, • Define structured RFx evaluation criteria, scoring methodology, decision documentation, and defensible award recommendations based on price, quality, delivery, risk, and stakeholder requirements.\n, • Facilitate competitive procurement processes while balancing cost, quality, schedule, risk, and stakeholder requirements.\n, • Partner with project teams to establish procurement strategies aligned with project delivery objectives.\n, • Support project budgeting and forecasting activities through market pricing, benchmarking, and procurement planning.\n\n Contract Negotiation & Commercial Management \n\n • Lead commercial negotiations and contract execution activities for design and construction-related agreements.\n, • Partner with Legal and Risk Management to establish contract standards and negotiate favorable commercial terms.\n, • Negotiate master service agreements, statement of work templates, rate cards, and project-specific agreements.\n, • Ensure appropriate risk allocation, insurance requirements, indemnification provisions, performance obligations, and service-level expectations.\n, • Drive measurable value through commercial negotiations, scope optimization, and contract governance.\n\n Supplier Relationship Management \n\n • Establish supplier governance programs for strategic design, construction, and workplace vendors.\n, • Conduct supplier performance reviews and business reviews with key vendors.\n, • Develop scorecards and performance metrics related to cost, quality, schedule, innovation, safety, sustainability, and service delivery.\n, • Collaborate with suppliers to drive continuous improvement initiatives and innovation opportunities.\n, • Manage supplier escalations and facilitate resolution of commercial or performance issues.\n\n Capital Project Support \n\n • Partner with Global Real Estate project managers, workplace planning teams, design leaders, and business stakeholders throughout the project lifecycle.\n, • Support project planning, budget development, procurement schedules, and risk management activities.\n, • Participate in design reviews, project governance meetings, and executive presentations as required.\n, • Provide commercial guidance related to change orders, contract modifications, claims management, and procurement-related decisions.\n, • Ensure procurement activities align with approved capital plans and governance requirements.\n\n Governance, Risk & Compliance \n\n • Ensure compliance with Client’s procurement policies, delegated authority requirements, and financial controls.\n, • Promote ethical sourcing practices and transparency throughout procurement activities.\n, • Support supplier diversity, sustainability, and corporate responsibility initiatives where appropriate.\n, • Apply ESO standard sourcing processes, workflows, and controls consistently across sourcing activities, including intake, competitive events, approvals, contracting, supplier onboarding, and documentation.\n, • Use enterprise procurement and sourcing technology platforms (including Zip for intake and Ariba for contract management and payments) and related systems of record, to manage sourcing pipeline visibility, event execution, approvals, supplier records, and audit-ready documentation.\n, • Maintain procurement documentation and audit-ready records.\n, • Identify and mitigate supplier, commercial, operational, and geopolitical risks.\n\n Leadership & Stakeholder Management \n\n • Build trusted partnerships with senior business leaders, project sponsors, and cross-functional stakeholders.\n, • Influence sourcing decisions through data-driven analysis and sound commercial judgment.\n, • Mentor procurement team members and contribute to the development of procurement best practices.\n, • Lead complex sourcing initiatives across multiple regions, business units, and stakeholder groups.\n\n \n Pay Range for CA, CO, IL, NJ, NY, WA, and DC: $103/hour to $103/hour. Starting rate of pay offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience. \n \n Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

Client Success Lead \n \n Base Salary: $90,000 – $120,000, commensurate with experience \n \n CircleBlack is looking for a Client Success Lead to own the day-to-day success of a portfolio of advisor relationships. This person will help independent RIAs get more value from the platform, deepen adoption across critical workflows, build durable client relationships, and make renewal conversations a natural extension of demonstrated value. \n \n This is a hands-on role for someone who is close to clients, comfortable with operational detail, and able to coordinate across support, onboarding, product, engineering, sales, and leadership to move issues, adoption priorities, and client commitments to clear resolution. \n \n About CircleBlack \n \n CircleBlack is a unified WealthTech platform purpose-built for independent RIAs. We support more than 300 advisory firms and 2,000 advisors with the data foundation and operating environment they need to run better client-service, portfolio, reporting, CRM, billing, document-management, and workflow processes. \n \n At the center of CircleBlack is a multi-custodian data foundation that aggregates, normalizes, reconciles, and organizes advisor and client information across critical workflows. As AI becomes increasingly important to advisory firms, CircleBlack is focused on embedding AI-enabled capabilities into the platform on top of trusted portfolio, performance, CRM, and document data, helping firms operate with more clarity, consistency, and intelligence. \n \n The Role \n \n As Client Success Lead, you will be the primary day-to-day owner for a defined portfolio of CircleBlack advisor client relationships. Your mandate is to strengthen trust account by account: making onboarding smoother, adoption deeper, support more coordinated, and retention easier because clients understand and experience the value of CircleBlack. \n \n You will report to the Chief Client Officer and help bring CircleBlack’s client experience strategy to life through disciplined execution, clear communication, and strong follow-through. In a small-company environment, you will be expected to step into the work where needed, create clarity when ownership is ambiguous, and keep clients informed on what is happening, what comes next, and how CircleBlack is helping their firm operate better. \n \n What You’ll Do \n \n\n • Client Relationships & Value Delivery\n\n \n\n • Own the day-to-day success of assigned advisor relationships, ensuring clients have clear plans, coordinated support, strong adoption, and visible progress against their goals.\n\n \n\n • Understand each firm’s business model, workflows, users, client base, goals, and operating priorities, then connect CircleBlack capabilities to what the firm is trying to accomplish.\n\n \n\n • Build trusted relationships with firm principals, COOs, operations leads, advisors, and platform users by being responsive, prepared, commercially aware, and genuinely useful.\n\n \n\n • Onboarding, Adoption & Client Experience\n\n \n\n • Partner with onboarding, implementation, training, and support teams to move clients smoothly from implementation into steady-state success.\n\n \n\n • Drive adoption across core CircleBlack workflows, including reporting, portfolio management, CRM, billing, document management, and current and planned AI-enabled capabilities.\n\n \n\n • Lead regular client check-ins and business reviews using adoption data, support themes, client goals, and open action items to drive clear next steps.\n\n \n\n • Retention, Renewal Readiness & Growth\n\n \n\n • Identify at-risk relationships early, document the underlying issues, and coordinate the right internal resources to address them with urgency and clarity.\n\n \n\n • Maintain a clear view of client health, stakeholder engagement, adoption, open support themes, renewal readiness, and value delivered ahead of renewal conversations.\n\n \n\n • Surface and support expansion opportunities within the existing client base, including broader usage, additional capabilities, increased seats, and growth tied to firms scaling their operations.\n\n \n\n • Voice of the Client & Operating Discipline\n\n \n\n • Package client feedback, workflow patterns, product gaps, and recurring themes for the Chief Client Officer, Product, Engineering, and leadership with enough context for teams to act.\n\n \n\n • Maintain accurate client records, success plans, meeting notes, health indicators, escalation histories, renewal inputs, and follow-up commitments.\n\n \n\n • Reinforce service standards, escalation procedures, SLA expectations, and client communication frameworks while helping clients navigate issues that require coordination across teams.\n\n \n Who You Are \n \n\n • You likely have 4–8+ years of experience in client success, account management, implementation, relationship management, wealth management, financial services, B2B SaaS, or fintech.\n\n \n\n • You are comfortable working with independent advisory firms, financial advisors, operations teams, or similar client stakeholders.\n\n \n\n • Familiarity with RIAs, custodians, portfolio reporting, CRM, billing, document management, or advisor technology is strongly preferred.\n\n \n\n • You build trust deliberately, maintain it consistently, and understand the difference between a client who is merely satisfied and one who is genuinely successful.\n\n \n\n • You can read adoption data, spot support patterns, understand client health signals, and translate them into specific actions.\n\n \n\n • You are organized and disciplined, able to manage multiple client priorities, track follow-ups, coordinate internal resources, and keep momentum across complex relationships.\n\n \n\n • You are commercially aware and understand how adoption, satisfaction, renewal readiness, expansion opportunities, and net revenue retention contribution connect to durable client relationships.\n\n \n\n • You communicate clearly and calmly, especially when issues are complex, clients are frustrated, or multiple internal teams need to be aligned.\n\n \n How Success Will Be Measured \n \n Success will be measured by the health, performance, and operating discipline of your assigned client portfolio, including client health and satisfaction; product adoption and utilization; onboarding-to-steady-state success; renewal readiness and net revenue retention contribution; escalation and follow-through discipline; quality of client communication; early identification of retention risks; support for expansion opportunities; and accuracy of client documentation. \n \n The strongest Client Success Leads at CircleBlack will make clients feel known, supported, and confident that the platform is helping their firm operate better. \n \n Compensation \n \n Base Salary: \n \n $90,000 – $120,000, commensurate with experience \n \n Incentive Compensation: \n \n Annual bonus tied to product and business performance metrics \n \n Benefits: \n \n Comprehensive health, dental, and vision coverage; 401(k); generous PTO \n \n Why This Role \n \n CircleBlack is built for a market that is fragmented, consolidating, technology-hungry, and underserved by platforms built for a different era. This is an opportunity to help shape the client success function at a company where client experience, product adoption, data quality, and AI-enabled workflows are becoming increasingly central to how advisory firms operate. \n

Atrium is seeking on behalf of our client a Senior Financial Analyst, FP&A based in New York, NY. \n A background check may be run only after a conditional offer is made, where permitted by law. \n Position: Senior Financial Analyst, FP&A \n \n Location: New York, NY \n Employment Type: Full-time \n Compensation: $100000 - $125000 \n Position Overview \n The Senior Financial Analyst, FP&A will play a key role in supporting corporate financial planning and analysis activities, including budgeting, forecasting, and reporting. This position partners closely with business leaders to provide insights into financial performance and drive informed decision-making. The role requires strong analytical skills, attention to detail, and the ability to communicate effectively across departments. Must be legally authorized to work in the United States. \n Responsibilities \n\n • Support and own portions of the annual budget, monthly/quarterly forecasts, and long-range planning process\n, • Perform detailed P&L and variance analysis, explaining actual results versus budget and forecast\n, • Analyze key business drivers including revenue, operating expenses, headcount, margins, and profitability\n, • Build and maintain financial models used for forecasting, scenario analysis, and decision support\n, • Partner with department heads and business leaders on budgets, forecasts, and financial performance\n, • Prepare monthly management reporting, KPI packages, and executive-level presentations\n, • Provide clear commentary on financial results, trends, risks, and opportunities\n, • Support month-end close from an FP&A perspective, working closely with Accounting to understand actual results\n, • Assist with headcount planning, departmental expense management, and resource allocation\n, • Develop ad hoc financial analyses to support strategic and operational decisions\n\n Required Experience/Skills \n\n • 3 to 6 years of progressive Corporate FP&A or Corporate Finance experience\n, • Hands-on experience with budgeting, forecasting, P&L analysis, variance analysis, and management reporting\n, • Strong understanding of the relationship between the income statement, balance sheet, and cash flow statement\n, • Advanced Excel and financial modeling skills\n, • Ability to interpret financial data and provide actionable insights\n, • Strong communication skills and experience partnering with both finance and non-finance stakeholders\n\n Preferred Experience/Skills \n\n • Experience with ERP/planning platforms such as Oracle, SAP, Workday Adaptive Planning, or Anaplan\n, • Familiarity with financial reporting tools and dashboard creation\n, • Exposure to KPI development and executive-level reporting\n, • Ability to manage multiple priorities in a fast-paced environment\n, • Strong problem-solving and analytical thinking skills\n\n Education Requirements \n\n • Bachelor’s degree in Finance, Accounting, Economics, or a related business discipline\n, • Coursework in financial modeling and corporate finance preferred\n, • Advanced degree or professional certification (e.g., CFA, CPA) is a plus\n, • Continuing education in FP&A best practices desirable\n\n \n Benefits \n If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable. \n Commitment to Diversity \n As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation. \n EOE/M/F/D/V/SO \n Applicant Communication Consent \n By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, 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 opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy. \n Job Wrapping ID : #LI-AJ3

Marketing and Partnerships Manager \n \n About SumIt \n There's a version of family office accounting software that's been around for 20 years, costs a fortune, requires a 6-month implementation, and still can't do multi-entity consolidations without a consultant. SumIt is the alternative. \n \n We're building the simplest, most configurable multi-entity general ledger purpose-built for the wealth management space — SFOs, MFOs, business managers, and the accounting firms that serve them. It's a far bigger world than most people realize: over $3 trillion today, on track for $5.4 trillion by 2030 — larger than the entire hedge fund industry — and the families behind them hold roughly $5.5 trillion in wealth. Nearly all of it still runs on tools that were never built for it. We are not a generic general ledger bolted onto a wealth platform, or trying to reproduce QuickBooks with a facelift. Instead, we've set out to build a real general ledger, from the ground up, for the people who have done the books at — and for — family offices. \n \n We've grown fast, doubled our business every year, we have financial discipline — a clear path to profitability, and great client investors. We're a team of ~12 people, headquartered in DUMBO, Brooklyn, building something that will matter for decades. \n \n About the Role \n You'll be SumIt's first dedicated marketing hire, working side by side with the Co-Founders to build our name in the wealth management world — and turn that reputation into qualified pipeline. \n \n This is not a performance-marketing seat. We sell to family offices and wealth managers: sophisticated, relationship-driven buyers in a small, high-trust market. Most of the job happens in rooms, not dashboards. We show up at roughly 20 conferences, 10 webinars, and a dozen dinners and meetups a year. You'll run that calendar like an operator, own our partner relationships, and be the keeper of how SumIt shows up in the market. \n \n You don't necessarily need to have been a marketer. The people who win this seat are organizers and relationship-builders first with a good feel for storytelling. The marketing craft is learnable, and with today's AI tools it's learnable fast. Judgment, follow-through, and making a partner feel well taken care of are not. What does help is some familiarity with our world — family offices, wealth management, accounting, or fintech — so you can hold a conversation with a controller or an advisor early on. \n \n Read what follows as a starting point, not a box. You'll work directly with the CEO every day, and you'll own this function outright — the calendar, the relationships, the story we tell. The scope below is where we'd start. It will bend toward the right person's strengths, and it will grow as we grow. For someone who wants it, the ceiling is wherever you put it. \n Based in NYC, hybrid out of our DUMBO office. Roughly 8–12 trips a year. Reports to the CEO. \n \n What You'll Do \n\n • Events (~30%) — Own the annual calendar end to end: which events, the budget, logistics, sponsorship deliverables, booth and demo readiness, pre-event outreach, and post-event follow-up with Sales. Attend our top-tier events in person and report ROI per event.\n, • Partnerships (~20%) — Grow our relationships with our partners: Addepar, Aleta, MyFO, Asora, BILL, Ramp, FOX, FWA, Campden, industry associations, CPA/advisor networks. Run co-marketing (joint webinars, dinners, content) and keep partners informed on a regular cadence.\n, • Brand & Storytelling (~25%) — Find the stories worth telling and tell them well. Work with our founders and team to surface the point of view, client wins, and lessons from the family-office trenches that deserve an audience — then shape them into LinkedIn posts, talks, newsletters, and case studies that people in our world actually repeat. You'll own a recurring events newsletter, maintain client and partner pages on our website, grow our LinkedIn presence, and produce case studies and client testimonials. You'll also be the guardian of how SumIt shows up to partners and prospects — one consistent story across our sales decks, booths, collateral, and more.\n, • Sales Enablement (~15%) — Arm Sales and CS with one-pagers, leaflets, decks, and demo scripts; partner with Product on launch communications.\n, • Marketing Ops (~10%) — Own the marketing and events budget with an accountant's discipline: accurate forecasting, timely invoices, clean coding, monthly reporting. Keep lead sources tidy in HubSpot.\n\n \n Handled separately today, but yours if you want it: \n SEO and search content, our product newsletter, and website design. You'd be the point of contact for that work. If you have the chops and the appetite, there's room to bring in some of it and grow the role around it — that's a conversation we're happy to have from the start. \n \n Required \n\n • A relationship builder. You're at ease walking into a room full of strangers, you read it fast, and you leave with names, follow-ups, and people who want to hear from you again.\n, • You know how to dial professionalism up or down. A principal's dinner, a CPA roundtable, a Zoom with a partner's marketing team, and a Slack thread with our engineers each get the right register — and you switch between them without thinking.\n, • A feel for story and brand. You can find the angle in a client win or a founder's opinion and shape it into something people repeat. You notice when a deck, a booth, or an email is off-brand before anyone else does.\n, • Meticulous. Twenty events means a lot of commitments a year — you keep every one of them. Nothing gets dropped, nobody has to chase you, and the details are right the first time.\n, • Experience running events, programs, or budgets end to end — planning through follow-up, with real accountability for the outcome.\n, • Excellent writing. A crisp email to a managing partner, a warm one to a conference organizer, a LinkedIn post that sounds like a person rather than a press release.\n, • Daily AI user (Claude, ChatGPT) — and eager to use it to learn the parts of marketing you haven't done yet.\n, • Based in the NYC area.\n\n \n Preferred \n\n • Prior B2B marketing experience — events, content, email, website, or partnerships\n, • Some exposure to our space — family offices, wealth management, RIAs, accounting firms, or fintech\n, • Hands-on with HubSpot, a CMS (Webflow/WordPress), or email tools\n\n \n The SumIt Way \n We hire for the Ideal Team Player: smart, hungry, and humble. \n Smart means good judgment — you read the room, know when to go deep and when to move on, ask the right questions. Hungry means you care about outcomes, not job descriptions. Humble means low ego — you take feedback because it makes you better, you give credit freely, and you do whatever needs doing. \n Our culture is built on ownership, openness, and transparency. We share context freely. We don't have politics. We hold each other accountable with kindness. We care tremendously about our clients' work and our craft — and we know how to laugh at ourselves. \n \n Compensation \n\n • Base salary: $90K–$120K, depending on experience\n, • Equity: Meaningful equity grant\n, • Benefits: Standard package (health, dental, vision, 401k with automatic 3% contribution from the company)\n, • Time off: Unlimited PTO plus two company-wide breaks a year — one week at the end of August and one week at the end of December, when the whole team is off together\n\n \n We're looking for owners — people who want a real stake in what SumIt becomes. Ready to get on the rocket ship? \n \n Additional Job Application Terms \n \n This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. \n \n We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Title: Program Specialist, J-1 Visa Program \n Reports to: Executive Director \n Status: Full-time, Exempt \n Start date: Immediate \n ABOUT THE IACC: Founded in New York in 1887, the Italy-America Chamber of Commerce (IACC) is a private, not-for-profit, membership organization that represents the interests of companies that have, or that are interested in establishing business and commercial relations between the United States and Italy. We bring together businesses – ranging from individual entrepreneurs to large corporations – and advance the interests of our members through contacts and interaction with government agencies, trade associations and leading international organizations. \n Under the auspices of the Department of State's Bureau of Educational and Cultural Affairs, the IACC launched its J-1 Exchange Visitor program in 2002 with the mission to promote trade relations and encourage cultural and commercial ties between Italy and the United States. We are authorized to vet and approve training programs in two categories—Interns and Trainees—and in the following fields: Management, Business, Commerce, and Finance and Public Administration and Law. \n SUMMARY: The IACC seeks a Program Specialist to manage the day-to-day operations of its J-1 Visa Program. The Program Specialist will report to the Executive Director and will be responsible for the administration, profitability, and strategic growth of the IACC's Exchange Visitor Program. \n Key Responsibilities: \n Program Management \n\n • Manage the application process and provide guidance and support for host companies and trainee/intern candidates\n, • Evaluate applications to determine compliance with J-1 visa regulations\n, • Handle all aspects of standard application processing for trainees and interns and process amendment, extension, and separate family applications for J-2 dependents\n, • Assist host companies in the development of training programs by synthesizing information and succinctly expressing the goals and objectives of the program in a training plan\n, • Serve as an Alternate Responsible Officer (ARO) for U.S. government database (SEVIS) to issue visa sponsorship documents and update and maintain participant records\n, • Monitor SEVIS and participant arrival information daily\n, • Arbitrate issues between participants and host companies in conjunction with Responsible Officer (RO)\n, • Continually monitor growth/decline in program numbers as well as budget projections and provide regular updates to Executive Director\n, • Monitor and comply with SEVIS deadlines, draft annual reports, and maintain collaborative relationship with the Department of State's Office of Private Sector Exchange\n\n \n \n Client Relationship Management \n\n • Responsible for maintaining and growing the IACC's portfolio of host companies\n, • Educate host companies and participants on the J-1 visa regulations, the purpose of Exchange Visitor Program, and application process and sponsorship services\n, • Maintain regular communication with host companies and program participants, including regular check-ins via phone, email, and in-person to ensure high quality and consistent customer service\n, • Support efforts to recruit new opportunities/programs/partnerships through lead cultivation and tracking, proactive outreach, phone consultations and meetings, research, data collection and reporting\n, • May periodically conduct site visits to ensure companies meet program requirements\n, • Attend all IACC programs and events to represent and promote the J-1 Visa Program among existing and prospective members\n, • Manage the IACC's J-1 Visa Program social media efforts and collaborate with Director of Communications and Special projects on the creation of all program materials (brochures, mailings, application materials, etc.)\n\n Professional Development \n\n • Develop and maintain an advanced knowledge of J-1 visa regulations application requirements, policies and procedures\n, • Develop and maintain industry knowledge by seeking out educational workshops, classes, and related publications\n, • Take a proactive approach to improve business functions and workflow\n, • Work in accordance with and in support of the mission, goals, values and strategic direction of the IACC\n, • Cultivate and maintain a working knowledge of all IACC programs and services\n\n Please note: Although the Program Specialist will focus primarily on the overall administration of the IACC's J-1 Visa program, he/she will be expected to cultivate and maintain a working knowledge of all IACC programs and services and will occasionally perform other duties, as needed. Each member of the IACC staff fully participates and supports a number of special events each year; some evening and weekend work will be required. \n Required Qualifications: \n\n • Bachelor's Degree\n, • Minimum of 3-5 years prior experience in J-1 Visa Program administration\n, • U.S. Citizenship or Permanent Residency (per U.S. Department of State regulations)\n, • High level of proficiency in SEVIS is a MUST\n, • Must be proficient in Word, Outlook and Excel\n, • Excellent interpersonal communication skills, both written and verbal\n, • Superlative organizational skills and attention to detail\n, • Positive energy with a high degree of initiative\n, • Demonstrated ability to anticipate outcomes and problem solve\n\n \n · Be flexible and proactive, and possess the ability to work independently as well as in a team environment \n · Proficiency in Italian is a plus \n · Ability to work evenings and weekends as needed; some domestic travel may be required \n \n

About Us \n Ponte Firm manages social talent and connects talent with the best brands, endorsements, sponsorships and other opportunities to help tell talent stories, build impactful content and drive sales. With a 100+ talent roster, which spans over 40+ million followers, Ponte Firm masters multi-platform storytelling. \n \n Ponte Firm is headquartered in Austin, with teams in New York and LA, and requires in-person work required Tuesday through Thursday. Mondays and Fridays are remote! \n \n About the Role \n We're looking for an experienced Director, Talent & Partnerships to lead, mentor, and develop a high-performing team of Talent Managers while continuing to manage a select roster of top creators. \n \n This is a hybrid leadership and management role — you'll set the standard for team performance, coach Talent Managers through negotiations and strategy, and hold the bar high on service and revenue growth, all while managing a roster of your own creators to stay close to the work itself. As a member of the senior team, you'll help shape the future of Ponte Firm by contributing to operational improvements, talent development, hiring decisions, and strategic initiatives that continue to scale the agency. \n \n This role will be based out of our New York City offices on a hybrid schedule (in-office Tuesday–Thursday, remote Monday and Friday), or fully remote for candidates based in Los Angeles. \n \n Key Responsibilities \n\n • Lead, mentor, and develop a team of Talent Managers, creating a culture of accountability, high performance, and continuous improvement\n, • Ensure your team consistently achieves quarterly and annual revenue bookings, and roster growth targets\n, • Coach Talent Managers through complex brand negotiations, creator strategy, pricing, renewals, and relationship management\n, • Conduct regular one-on-ones, performance reviews, and coaching sessions focused on professional development and measurable outcomes\n, • Negotiate and manage contracts, ensuring partnerships are executed smoothly from start to completion\n, • Identify opportunities to grow creator businesses through new partnerships, long-term strategy, and proactive account management\n, • Personally manage a select roster of high-value creators while maintaining exceptional service standards\n, • Recruit, onboard, and develop top Talent Management talent as the agency continues to scale\n, • Contribute to leadership meetings by helping improve processes, drive strategic initiatives, and shape the future growth of Ponte Firm\n\n \n What We're Looking For \n\n • 6+ years of experience in creator, talent, influencer, entertainment, or digital talent management\n, • Proven experience leading, coaching, and developing high-performing client-facing teams\n, • Demonstrated experience building a highly successful creator roster\n, • Demonstrated success negotiating complex brand partnerships and talent deals\n, • Exceptional leadership, communication, and relationship-building skills with the ability to influence both creators and internal teams\n, • Based in (or willing to work hybrid from) New York City with in-office availability Tuesday–Thursday, or based in Los Angeles for fully remote consideration\n, • Existing relationships with major brands, agencies, and industry partners\n, • Experience managing high-profile creators\n, • Experience working in a fast-growing startup or entrepreneurial environment\n, • Experience working on the traditional side of the entertainment business (e.g., non-scripted, publishing, speaking engagements) and strong relationships with major talent agencies such as CAA, WME, and Gersh\n\n \n Why Join Ponte Firm \n\n • Work with some of the world's leading creators and global brands\n, • Join one of the fastest-growing creator management agencies in the industry\n, • Flexible work environment — hybrid (Tue–Thu in-office) in NYC/Austin, fully remote in LA\n, • Significant opportunities for career advancement as the company continues to scale\n, • Collaborate with an ambitious, entrepreneurial leadership team focused on innovation and long-term growth\n\n \n What You’ll Get \n\n • At Ponte Firm, we’re committed to building a people-first company. In addition to working alongside an ambitious and creative team, we offer:Competitive compensation\n, • Company-subsidized healthcare (medical, dental, vision)\n, • Competitive vacation policy and paid time off\n, • 401(k) program\n, • Paid parental leave\n, • Hybrid work structure with flexibility\n, • Wellness Reimbursement Program (includes gym, meditation, healthy groceries, etc.)\n, • Mental health days and quarterly recharge breaks\n, • Ongoing career development and growth opportunities\n, • Team retreats, industry events, and social outings\n\n Please note: Ponte Firm does not cover relocation costs.

Job Description We are seeking a detail-oriented and dependable Pharmaceutical Batcher to join our growing team in Carlstadt, NJ. In this role, you will be responsible for operating industrial mixing and blending equipment to manufacture high-quality pharmaceutical products while adhering to strict quality, safety, and regulatory standards. The ideal candidate will have experience in pharmaceutical, chemical, food manufacturing, or other regulated production environments and possess a strong commitment to accuracy and compliance. Pay Rate: $20.00/hr and up (Based on Experience and Interview) Schedule: Monday-Friday | 8:30 AM - 5:00 PM Key Responsibilities • Accurately weigh, measure, and dispense raw materials, powders, liquids, and active ingredients according to batch specifications., • Follow Master Batch Records (MBRs) and Standard Operating Procedures (SOPs) to ensure precise product formulation., • Set up, operate, monitor, and troubleshoot industrial mixing, blending, and granulation equipment., • Record production data, including weights, temperatures, mixing times, and processing parameters, ensuring complete and accurate documentation., • Perform in-process quality checks, including sampling and testing to verify product specifications., • Maintain a clean and organized production environment while following strict sanitation and contamination control procedures., • Execute cleaning and sterilization protocols between production batches., • Adhere to all GMP (Good Manufacturing Practices), safety guidelines, and company policies., • Properly utilize required Personal Protective Equipment (PPE) and follow Lockout/Tagout (LOTO) procedures when necessary., • Collaborate with Quality Assurance, Production, and Warehouse teams to support efficient manufacturing operations. Qualifications • Previous experience in pharmaceutical, chemical, food manufacturing, nutraceutical, or related production environments preferred., • Ability to follow detailed instructions and batch records with a high level of accuracy., • Strong documentation and recordkeeping skills., • Ability to work in a fast-paced manufacturing environment while maintaining quality standards., • Comfortable working with industrial equipment, chemicals, and required safety procedures., • Basic computer skills and experience with ERP systems is a plus., • Ability to lift up to 50 pounds and stand for extended periods throughout the shift.\nCompany Description Many of those employed through JobConnection Services find that their positions are temp-to-hire. Our skilled office staff works to set each employee up for success! We ensure you have a clear picture of the responsibilities of the assignment you are going to, and work as a liaison between you and the client. A personal relationship that includes constant communication with our clients makes for a pain‐free temporary or permanent placement process - and that translates to happy employees! Stop in today - and feel free to bring a friend along! Many of those employed through JobConnection Services find that their positions are temp-to-hire. Our skilled office staff works to set each employee up for success! We ensure you have a clear picture of the responsibilities of the assignment you are going to, and work as a liaison between you and the client. \r\n\r\nA personal relationship that includes constant communication with our clients makes for a pain‐free temporary or permanent placement process - and that translates to happy employees!\r\n\r\nStop in today - and feel free to bring a friend along!

\n Title: Principal Solutions Architect, Databricks Practice Lead \n Location: Remote; East Coast strongly preferred (NYC or DC Preferred); travel up to 50% \n Target Start Date: ASAP \n Type: D \n Salary / Pay Rate: $200,000+ base plus uncapped variable compensation \n Why Work Here \n This is a boutique data and AI consultancy with a builder-led, client-first culture that values ownership, clear communication, and shipping work that makes a real difference. Senior people here are not managed from a distance; they are included in key decisions, given front and center ownership, and trusted to run with it. The firm delivers modern data platforms, analytics, and AI agent solutions for mid-market and enterprise clients in private equity, financial services, insurance, healthcare, and retail. Top performers are rewarded directly, and variable compensation is not capped for people who grow the business. \n About the Role \n We are looking for a senior architect to lead and grow our Databricks practice, owning both the technical direction and the relationship with Databricks. You will be hands-on in client work, starting with a discovery and architecture engagement for a global management consulting client where you will define how data moves from source to consumption across a complex environment. Beyond delivery, you will help sell, shaping solutions with prospective clients and helping set the size and direction of the practice. This role suits a true consultant who can go toe to toe with sharp technical client teams, push back when it matters, and operate without handholding. \n Responsibilities \n\n • Lead the Databricks practice, setting its technical direction and helping define its growth targets\n, • Own and grow the partner relationship with Databricks\n, • Support business development by scoping opportunities, shaping solutions, and presenting to prospective clients\n, • Design enterprise data architecture from logical through physical, across greenfield and consolidation environments\n, • Build data models that meet clients' current needs and scale for future ones\n, • Define non-functional requirements such as data velocity, change frequency, and data ownership boundaries\n, • Structure recommendations using Databricks and medallion architecture (bronze, silver, gold)\n, • Develop the substantive thinking behind executive-ready client presentations and recommendations\n, • Challenge client assumptions constructively and hold your position with technically strong client teams\n Required Skills\n\n, • Enterprise data architecture experience from logical design through physical implementation\n, • Data modeling experience in greenfield or consolidation environments\n, • Deep fluency in Databricks and medallion architecture\n, • Ability to define non-functional requirements including data velocity, change frequency, and ownership boundaries\n, • Consulting experience with a track record of operating independently in client-facing roles\n, • Ability to both sell and deliver, including contributing to pipeline and closing new work\n, • Experience creating substantive, presentation-ready content for executive audiences\n, • Excellent written and verbal English communication skills\n Bonus / Soft Skills\n\n, • Experience designing data mesh operating models\n, • Insurance, risk, or financial services domain exposure\n, • Experience scoping source systems outside your direct control\n, • Prior experience building or leading a technology practice\n, • Entrepreneurial mindset and comfort with high ownership and autonomy\n, • Confident pushing back on clients with clear reasoning rather than defaulting to agreement\n\n Welcome to ConsultNet, a premier national provider of technology talent and solutions. Our expertise spans across project services, contract-to-hire, direct search, and managed services onshore, nearshore, and hybrid. For over 25 years, we have connected thousands of consultants with meaningful roles through a personal, communication-driven approach, partnering with a diverse client base to build high-performing teams and create lasting impact. Our comprehensive service offerings cover a wide range of technology and engineering positions across key markets nationwide. Learn more at www.consultnet.com . \n We champion equality and inclusivity, proudly supporting an Equal Opportunity Employer policy. We welcome applicants regardless of Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other status protected by law.

The SVP, Business Development is a senior-level commercial leader responsible for driving net-new customer revenue across the Northeast while contributing to broader SOCOTEC US revenue growth. The SVP also leads SOCOTEC USA’s national Proposal organization, providing strategic and operational leadership to ensure the Proposal function has the people, processes, tools, and operating disciplines necessary to support sustainable organic growth. \n \n This role is responsible for improving proposal quality, consistency, turnaround time, and win rates, while also advancing commercial infrastructure, systems, data and analytics, customer experience, and commercial transformation initiatives — including the effective application of AI and automation to improve commercial effectiveness. \n \n The role partners closely with the COO and executive and cross-functional leadership across Operations, Finance, Marketing, HR, IT, and the business units to establish scalable processes, tools, governance, and performance measures that strengthen SOCOTEC’s commercial capabilities. \n This is not a traditional, commission-driven sales role. The position is designed around strategic business development, pursuit leadership, proposal excellence, and broader commercial growth. The SVP serves as a senior bridge between pursuit execution, net-new revenue generation, and organizational growth strategy, helping SOCOTEC build a more consistent, data-driven, customer-centric, and commercially effective organization. \n \n Key Responsibilities \n Business Development & Revenue Generation \n\n • Drive net-new customer revenue generation across the Northeast, with an initial focus on developing new client relationships, expanding market share, and building a strong regional pipeline.\n, • Contribute to broader SOCOTEC US revenue growth through cross-regional collaboration, strategic account development, and identification of cross-selling opportunities.\n, • Build and maintain a strong pipeline of prospective clients, partnering with regional and business-unit leadership to identify, qualify, and pursue high-value opportunities.\n, • Develop and execute business development strategies that align with SOCOTEC’s broader growth objectives and market priorities.\n, • Represent SOCOTEC in the market, building relationships with prospective clients, industry partners, and key stakeholders across the AEC, industrial services, and professional services sectors.\n, • Identify emerging market opportunities, customer needs, and industry trends that can inform growth strategies and new service offerings.\n\n Proposal & Pursuit Leadership \n\n • Provide executive leadership and strategic direction for SOCOTEC USA’s national Proposal organization, establishing priorities, performance expectations, and alignment with broader commercial objectives.\n, • Partner with the Director of Proposals and Proposal leadership to ensure effective day-to-day operation, staffing, prioritization, and execution across the Proposal organization.\n, • Establish national best practices for pursuit and proposal strategy, delivery, quality, continuous improvement, and performance reporting.\n, • Improve proposal quality, consistency, efficiency, turnaround time, and win rates across the organization.\n, • Provide executive oversight of high-priority and strategic pursuits, ensuring proposal strategies align with client needs and SOCOTEC’s commercial objectives.\n, • Support the development of processes and governance for complex proposals, estimates, and level-of-effort/fee calculations.\n, • Collaborate with Marketing, Legal, Finance, Operations, and business-unit leadership to strengthen proposal content, positioning, and overall pursuit effectiveness.\n, • Identify opportunities to leverage AI, automation, and technology to increase Proposal team capacity, effectiveness, and speed.\n\n Commercial Excellence & Transformation \n\n • Drive commercial excellence initiatives that support sustainable organic growth and strengthen SOCOTEC’s overall commercial capabilities.\n, • Lead and support change management initiatives that foster customer-centric, data-driven, and commercially minded behaviors across the organization.\n, • Standardize priority commercial processes and governance to improve consistency, visibility, accountability, and execution across business units.\n, • Promote collaboration and cross-selling across business units through improved processes, visibility, tools, and data.\n, • Identify and advance high-value AI, automation, and process-improvement opportunities within commercial workflows, with an emphasis on measurable improvements in productivity, quality, and decision-making.\n, • Provide commercial performance insights, market intelligence, and recommendations to the COO/CCO and business leadership to inform growth strategy and investment decisions.\n\n Commercial Systems, Data & Analytics \n\n • Serve as a senior business owner and strategic stakeholder for SOCOTEC’s enterprise CRM, partnering with IT and commercial leadership on business requirements, governance, adoption, and continuous improvement.\n, • Establish commercial data standards and governance that improve the quality, consistency, and usability of customer, pipeline, and revenue data.\n, • Develop and leverage executive dashboards and KPIs to support business development and commercial decision-making.\n, • Deliver actionable analytics and insights related to pipeline, proposals, forecasting, client activity, and revenue performance.\n, • Use commercial data and performance trends to identify opportunities, risks, and areas for continuous improvement.\n\n Customer Experience \n\n • Partner with Operations and commercial leadership on SOCOTEC’s Net Promoter Score (NPS) and broader customer experience initiatives.\n, • Use customer feedback and satisfaction data to identify opportunities to strengthen retention, loyalty, repeat business, and overall client relationships.\n, • Partner with business leadership to translate customer insights into measurable improvements in the client experience.\n\n Performance Management \n\n • Establish and monitor commercial, business development, and proposal KPIs across the organization in partnership with the COO/CCO and business leadership.\n, • Provide regular performance reporting, insights, and recommendations to executive leadership.\n, • Monitor pipeline, revenue, proposal, and pursuit performance and identify opportunities to improve commercial effectiveness.\n\n Cross-functional & People Leadership \n\n • Build, mentor, and develop a high-performing Business Development and Proposal organization.\n, • Provide leadership, coaching, and strategic direction to BD and Proposal leaders, fostering accountability, collaboration, and high performance.\n, • Partner closely with Operations, Finance, Marketing, HR, IT, and business-unit leadership to execute commercial initiatives and support organizational growth.\n, • Assess organizational capabilities and recommend staffing, technology, and operating resources required to support the Business Development and Proposal functions.\n, • Lead cross-functional initiatives that improve commercial performance, operational effectiveness, and customer outcomes.\n, • Influence and drive alignment across business units and functions without relying solely on direct authority.\n\n \n Qualifications \n\n • Bachelor’s degree required; advanced degree (MBA or related field) preferred.\n, • 10+ years of progressive business development, commercial, or related leadership experience, ideally within the AEC (Architecture, Engineering, Construction or Testing, Inspection, and Certification) industry. Candidates from industrial services, professional services, or similarly relevant industries will also be considered.\n, • Demonstrated success driving net-new revenue generation, developing client relationships, and building market presence at a regional or company level.\n, • Significant experience leading business development, proposal, pursuit, or commercial teams, with demonstrated people leadership and executive presence.\n, • Strong understanding of complex B2B business development and sales cycles, strategic pursuits, and proposal development.\n, • Exceptional organizational, written, verbal, and presentation skills.\n, • Strong business acumen with the ability to connect commercial strategy, client needs, operational capabilities, and financial performance.\n, • Proficient in Microsoft Office Suite; familiarity with CRM platforms, such as Deltek Vantagepoint, strongly desirable.\n, • Strategic and analytical mindset with the ability to balance hands-on business development and pursuit leadership with broader commercial priorities.\n, • Demonstrated ability to influence and collaborate effectively across business units and functions.\n, • Experience leading change, process improvement, technology adoption, or organizational transformation initiatives is highly desirable.\n\n \n Key Competencies \n\n • Executive presence and ability to influence across business units and functions\n, • Strategic business development and revenue-generation expertise\n, • Strong business acumen within the AEC, industrial services, or professional services sectors\n, • Commercial and proposal leadership\n, • Client relationship development and strategic account management\n, • Data-driven decision-making and comfort with CRM and commercial analytics\n, • Change management and organizational transformation\n, • Cross-functional collaboration and relationship building\n, • Strong communication, negotiation, and presentation skills\n, • Ability to operate effectively in a fast-paced, evolving organization\n\n \n Division: Northeast-focused Business Development / National Proposal Leadership. \n Reports to: CEO \n Location: New York, NY preferred or Boston, MA \n In office: 4 days per week. \n Travel: Approximately 20–30% to client sites, regional offices, and industry events.

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.

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.