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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Job DescriptionBusiness Summary A high-growth aerospace and defense manufacturing company providing advanced engineering, precision manufacturing, and integrated production solutions for spacecraft, launch vehicles, missiles, hypersonics, and mission-critical defense systems. The organization operates in a highly regulated manufacturing environment focused on operational excellence, financial discipline, quality, scalability, and continuous improvement. Requirements • Bachelor’s degree in Accounting, Finance, or related field, • CPA, SOX, EPICOR, Blackline preferred, • 5+ years of accounting and finance experience, preferably within manufacturing or aerospace environments, • Strong knowledge of U.S. GAAP, financial reporting, and internal controls, • Experience with ERP systems and advanced Excel skills, • Understanding of inventory accounting, cost accounting, and manufacturing operations, • Experience supporting budgeting, forecasting, cash flow analysis, and month-end close processes, • Knowledge of revenue recognition and percentage-of-completion accounting is a plus, • Strong analytical, organizational, leadership, and communication skills, • Ability to work effectively in a fast-paced, detail-oriented environmentDay to Day Responsibilities, • Support accounting operations, financial reporting, and compliance with U.S. GAAP Assist with month-end, quarter-end, and year-end close activities, including journal entries, reconciliations, and variance analysis • Supervise accounting functions including reporting, billing, budgeting, and reconciliations, • Support payroll reconciliations, banking transactions, and cash flow forecasting Analyze labor, material, overhead, inventory, and production costs while identifying trends and variances • Prepare financial reports, gross margin analysis, and management reporting packages, • Maintain and strengthen internal controls, audit support, and SOX compliance documentation, • Partner with operational leadership on budgeting, forecasting, and financial planning initiatives, • Support ERP and process improvement initiatives across finance and operations, • Coordinate audit requests, reporting requirements, and ad hoc financial analysis for leadership, • Monitor inventory valuation and manufacturing cost reporting to ensure accuracy and compliance, • Foster collaboration, accountability, and continuous improvement across departments

Job Description We are seeking an experienced Tax Manager to lead and manage multiple facets of our tax practice by delivering quality tax services to build on our firm’s solid relationships with clients. The successful candidate is adept at skillfully balancing efficient engagement management achieving quality outcomes that meet clients’ objectives while developing staff technical expertise in a team friendly environment. Responsibilities • Deliver timely tax services in compliance with laws and regulations, • Enhance client relationships by delivering tax planning and consulting services, • Provide innovative tax planning and review complex income tax returns, • Identify and mitigate tax risks, • Collaborate with staff on engagements in a thoughtful, meaningful teamwork environment, • Manage tax compliance process delivering tax returns and projects on schedule, • Improve processes by introducing innovative ideas and practical approaches, • Manage and coordinate tax audits, • Review and develop tax staff working paper support Skills • Experienced and technically sound in all facets of partnership taxation, • Proven work experience as a tax manager with analytical skills and detail orientation, • Experienced with CCH ProSystems fx, CCH Engagement, CCH Axcess Workflow, Word, Excel and MS Outlook, • Practical problem solver while cognizant of client budgets and deadlines, • Client centric in fostering existing and new client relationships, • Strong leadership and personnel management skills Benefits • Paid overtime with comp time option, • Paid Vacation, sick and holiday time, • Liberal personal paid time off policies, • Paid Medical insurance coverage, • 401K plan option, • Hybrid work schedule option available, • Salary is negotiable depending on experience\nCompany Description We are a single office CPA firm committed to delivering high-quality tax, audit, and advisory services to individuals and businesses with a strong concentration in pass-through entity taxation within the real estate industry. With a collaborative team of 17 professionals, we pride ourselves on our personalized approach, technical excellence, and supportive work culture. We are a single office CPA firm committed to delivering high-quality tax, audit, and advisory services to individuals and businesses with a strong concentration in pass-through entity taxation within the real estate industry. With a collaborative team of 17 professionals, we pride ourselves on our personalized approach, technical excellence, and supportive work culture.

Job Description BKM Capital Partners is seeking a strategic and detail-oriented leader to serve as Director, Finance & Accounting, playing a critical role in managing and scaling the firm’s financial infrastructure. Based in our Newport Beach, California office, the Director will report directly to executive leadership and oversee all core finance and accounting functions across a high-growth, vertically integrated real estate platform. This role is responsible for ensuring accuracy, transparency, and efficiency across financial reporting, fund operations, and treasury, while building a scalable platform to support continued growth. Key responsibilities are organized across five core areas: (i) Strategy, Innovation & Leadership (ii) Property & Fund Accounting, and (iii) Corporate Finance, Accounting & Treasury. This role is 100% in-office due to the collaborative nature of our business. 1. Strategy, Innovation & Leadership Strategic Finance • Partner with executive leadership to align finance and accounting priorities with firmwide strategy and growth objectives, • Provide financial insight and decision support on key initiatives, including acquisitions, integrations, and new business lines, • Act as a thought partner across departments, helping drive alignment between Finance and Operations Technology & Automation • Identify and implement automation opportunities across finance and accounting workflows (reporting, close, fund operations, and data management), • Assist the adoption and optimization of technology solutions (Data platforms, AI tools) to enhance efficiency, accuracy, and scalability, • Partner with internal and external resources to build a modern, data-driven finance function Data, Reporting & Insights • Enhance reporting capabilities through improved dashboards, and real-time analytics, • Develop KPI frameworks and performance metrics to support data-driven decision-making, • Oversee audit and tax functions across the organization, partnering closely with external auditors and tax advisors Talent Development & Team Leadership • Build, develop, and mentor high-performing teams across all finance and accounting functions, • Establish clear career paths, training programs, and succession planning initiatives, • Foster a culture of accountability, ownership, and continuous improvement Cross-Functional Collaboration • Work closely with senior leaders across the firm to improve processes, communication, and execution, • Drive alignment across departments to reduce friction and improve overall operating efficiency, • Support firmwide initiatives and contribute to a collaborative, high-performance culture 1. Property & Fund Accounting Portfolio & Fund Oversight • Oversee all property-level and fund-level accounting functions across the platform, ensuring accurate and timely financial reporting, • Review financials, fund NAVs, and variance analyses across all assets and investment vehicles, • Ensure consistency in accounting policies, reporting standards, and application of fund governing documents (e.g., waterfalls, allocations) Financial Reporting & Capital Activity • Oversee preparation and review of property and fund financial statements, including partner capital account reporting, • Manage capital activity, including capital calls, distributions, and investor allocations, • Ensure accuracy of NAV calculations and alignment with investment structures Process, Controls & Scalability • Establish and maintain standardized processes across property and fund accounting, including close timelines and reporting deliverables, • Ensure strong internal controls across all entities and reporting levels, • Identify and implement process improvements to enhance efficiency, accuracy, and scalability as the platform grows 1. Corporate Finance, Accounting & Treasury Financial Reporting & Close • Oversee corporate accounting, including monthly, quarterly, and annual close processes, • Ensure timely and accurate preparation of financial statements and management reporting, • Maintain integrity of the general ledger and supporting schedules FP&A & Strategic Support • Support budgeting, forecasting, and financial planning processes across the platform, • Deliver insights on financial performance, trends, and key business drivers, • Partner with executive leadership on strategic initiatives and financial decision-making Liquidity & Cash Management • Oversee firmwide cash management, liquidity planning, and capital allocation, • Monitor cash positions across corporate entities, funds, and properties, • Develop and maintain cash flow forecasts to support operational and investment decisions Banking & Capital Management • Manage relationships with banking partners and lenders, • Oversee treasury operations, including wires, controls, and cash movement processes, • Optimize use of credit facilities, including subscription lines and corporate lines of credit The Qualifiers • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required; CPA strongly preferred, • 12+ years of progressive experience in accounting and/or finance, with demonstrated leadership responsibility, • Public accounting experience (Big 4 preferred) with a strong technical foundation in GAAP and financial reporting, • Strong organizational skills with exceptional attention to detail and accuracy, • Highly motivated, results-oriented professional with a strong work ethic and sense of ownership, • Advanced analytical and problem-solving skills, with the ability to translate data into actionable insights, • Excellent written and verbal communication skills, with the ability to effectively interact across all levels of the organization, • Ability to operate in a collaborative, fast-paced, and dynamic team environment with flexibility and responsiveness, • Demonstrates the highest standards of integrity, professionalism, and ethical conduct Perks • Competitive Pay + Bonus, • Medical, Dental, Vision, Life Insurance, Pet Insurance, • Paid Time Off, • 401k Plan + Match, • Growth Potential, • Professional Development Resources, • Fun Work Vibe (indoor basketball court/gym/pickleball), creative office space, team-building events, and m\nCompany Description Headquartered in Newport Beach, California, BKM Capital Partners is a fund manager specializing in the acquisition and improvement of value-add multi-tenant industrial properties in metro areas across the Western U.S. Combining a deep knowledge of this niche industrial product type with in-house capabilities including on-site property management, asset management, and structured financing, the firm continues to build on its proven track record, generating strong results with high levels of transparency and engagement for investors. We are an Equal Opportunity Employer. Headquartered in Newport Beach, California, BKM Capital Partners is a fund manager specializing in the acquisition and improvement of value-add multi-tenant industrial properties in metro areas across the Western U.S. Combining a deep knowledge of this niche industrial product type with in-house capabilities including on-site property management, asset management, and structured financing, the firm continues to build on its proven track record, generating strong results with high levels of transparency and engagement for investors. We are an Equal Opportunity Employer.

Job Description BKM Management Company is a growing institutional real estate investment firm seeking driven, entrepreneurial professionals who are passionate about excellence and want to grow with us. Based in our Newport Beach headquarters, the Associate Director, Property Accounting serves as a key leader within the Finance & Accounting organization, overseeing all aspects of property accounting, financial reporting, and team development. This individual will lead a growing team of accounting professionals while driving process improvements, strengthening internal controls, leveraging technology, and partnering cross-functionally to support BKM's continued growth. This is a highly visible leadership role with the opportunity to make a meaningful impact on the Company's operational excellence, scalability, and long-term success. This role is 100% in-office due to the collaborative nature of our business. The Job Essentials: Leadership & Team Development • Lead, mentor, and develop a high-performing team of Property Accounting professionals, including supervisors, senior accountants, staff accountants, and support personnel., • Foster a culture of accountability, collaboration, continuous improvement, and professional development., • Establish clear performance expectations, conduct regular performance reviews, and provide coaching to support employee growth and career progression., • Develop future leaders through mentoring, succession planning, and ongoing training initiatives., • Partner with senior leadership on organizational planning, staffing, and resource allocation as the Company continues to grow. Accounting & Financial Reporting • Oversee the full-cycle accounting for a portfolio of commercial real estate assets., • Review monthly, quarterly, and annual financial statements, general ledgers, account reconciliations, job cost reports, and supporting schedules., • Ensure accurate and timely preparation of financial reporting packages for internal stakeholders, joint venture partners, and lenders., • Coordinate the timely delivery of property-level financial information to the Fund and Joint Venture Accounting teams for investor reporting., • Review property-level contribution and distribution calculations while ensuring appropriate property liquidity is maintained. Controls, Processes & Technical Accounting • Serve as the department's technical accounting resource for complex real estate transactions, including acquisitions, dispositions, capital projects, debt transactions, lease accounting, and joint venture structures., • Oversee accounting for property acquisitions and dispositions, including purchase accounting, prorations, journal entries, and transaction close-outs., • Ensure compliance with relevant accounting principles, Company accounting policies, and internal control procedures., • Develop, document, and maintain strong internal controls and standardized accounting processes across the property accounting function., • Review transaction documentation to ensure accounting treatment appropriately reflects contractual terms. Technology & Process Improvement • Champion the use of technology, automation, and AI tools to improve accounting efficiency, reporting accuracy, and scalability., • Partner with Finance, Property Management, and Technology teams to optimize Yardi and other accounting systems., • Identify opportunities to automate manual processes and streamline accounting workflows., • Support implementation of new accounting systems, software enhancements, and reporting solutions., • Continuously evaluate departmental processes and implement best practices to improve operational efficiency. Cross-Functional Collaboration • Partner closely with Property Management, Asset Management, Fund Accounting, Tax, Treasury, and Finance teams to support Company objectives., • Collaborate with internal and external stakeholders on audits, tax reporting, lender requests, property valuations, and other strategic initiatives., • Provide accounting support for acquisitions, dispositions, refinancing activities, and capital projects., • Serve as a trusted business partner by providing financial guidance and operational support across the organization. The Qualifiers: • Bachelor’s degree in Accounting, Business Administration, Finance or related degree, • CPA license strongly preferred, • 10+ years of commercial property accounting experience, • 5-7+ years of management experience, • Strong technical accounting knowledge, including U.S. GAAP, commercial real estate accounting, acquisitions, dispositions, debt transactions, and joint venture structures., • Demonstrated experience improving accounting processes, implementing technology solutions, and driving operational efficiencies., • Advanced proficiency in Yardi Voyager and Microsoft Excel., • Experience working with business intelligence, automation, AI, or reporting technologies is a plus., • Strong analytical, organizational, project management, and problem-solving skills., • Excellent written and verbal communication skills with the ability to effectively collaborate across all levels of the organization., • High degree of integrity, professionalism, sound judgment, and attention to detail., • Champion the use of AI and emerging technologies to improve process efficiency. The Perks: • Competitive Pay + Bonus Incentive, • Medical, Dental, Vision, Long Term Disability, Pet and Life Insurance, • Paid Time Off, • 401k Plan + Match, • Professional Development Resources, • Fun Work Environment (including creative office space, Team-building events, Company training opportunities, and more.)

Job Description SUMMARY The Senior Director of Finance is the senior financial leader responsible for the financial strategy, operational finance leadership, and fiscal integrity of the Karman’s Defense business. This role oversees the site Controller and Finance Team, ensuring accurate financial reporting, sound internal controls, and alignment with corporate objectives. This includes serving as a key business partner to site leadership, driving financial performance and supporting strategic decision-making. The Senior Director of Finance reports to the VP/GM of Defense. ABOUT US Karman Space & Defense provides concept-to-production solutions for mission-critical systems on spacecraft, launch vehicles, missiles, hypersonics, and integrated defense systems. We believe that solving the industry’s most complex and mission-critical challenges requires relentless determination and a willingness to push the boundaries of possibility. Karman Space & Defense brings to bear unparalleled production capabilities, unmatched engineering expertise, and unflinching analysis to render the impossible, possible. WHAT YOU WILL DO Strategic Leadership • Develop and execute financial strategies aligned with the company's goals., • Advise management team on financial planning, risk, and investment strategies., • Drive long-term business and financial planning. Financial Management • Lead budgeting, forecasting, and financial planning processes., • Ensure accurate and timely monthly, quarterly, and annual financial reporting., • Oversee cash flow, working capital, and treasury management. Risk & Compliance • Ensure compliance with all statutory regulations, accounting standards, and tax obligations., • Identify and mitigate financial risks., • Liaise with auditors, tax advisors, and regulatory bodies. Finance Operations & Team Oversight • Supervise and mentor finance department staff, promoting professional development., • Implement financial controls and processes to enhance efficiency and reduce risk., • Oversee financial systems and implement improvements as needed. Stakeholder Communication • Present financial results and forecasts to the board and investors., • Support fundraising activities and investor relations as required., • Collaborate with department heads to support financial decision-making. WHAT WE ARE LOOKING FOR • Bachelor's degree in Accounting, Finance, or related field (MBA or Master's preferred), • CPA, CMA, or other relevant professional designation strongly preferred, • 8–12+ years of progressive finance experience, with at least 3–5 years in a leadership role, • Strong understanding of accounting principles, budgeting, forecasting, and financial reporting, • Experience with FAR/DFARS & DoD Contracting, • Experience with SOX compliance, • Experience managing Controllers or finance departments in a complex business environment, • Strategic thinker with strong business acumen. Strong analytical and problem-solving skills, • Proven leadership and people management skills, • Excellent communication and presentation abilities, • Ability to manage competing priorities and drive results in a dynamic environment, • Advanced Microsoft Office, Excel & Financial Data Visualization Software (i.e. PowerBI or equivalent), • Proficiency with ERP systems (e.g., SAP, Oracle, EPICOR, NetSuite), • Involvement in capital investment, operational improvement, or cost-reduction initiatives, • Must be a U.S. citizen, ability to obtain SECRET Clearance ITAR REQUIREMENTS: To conform to U.S. Government export regulations, applicant must be a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (aka green card holder), (iii) Refugee under 8 U.S.C. § 1157, or (iv) Asylee under 8 U.S.C. § 1158, or be eligible to obtain the required authorizations from the U.S. Department of State. Learn more about the ITAR here. EQUAL OPPORTUNITY EMPLOYER Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. Karman is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally recognized basis (“protected class”) including, but not limited to race; color; religion; genetic information; national origin; sex; pregnancy, childbirth, or related medical conditions; age; disability; citizenship status; uniform servicemember status; or any other protected class under federal, state, or local law. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment.

Job Description BKM Capital Partners is seeking a strategic and detail-oriented leader to serve as Director, Finance & Accounting, playing a critical role in managing and scaling the firm’s financial infrastructure. Based in our Newport Beach, California office, the Director will report directly to executive leadership and oversee all core finance and accounting functions across a high-growth, vertically integrated real estate platform. This role is responsible for ensuring accuracy, transparency, and efficiency across financial reporting, fund operations, and treasury, while building a scalable platform to support continued growth. Key responsibilities are organized across five core areas: (i) Strategy, Innovation & Leadership (ii) Property & Fund Accounting, and (iii) Corporate Finance, Accounting & Treasury. This role is 100% in-office due to the collaborative nature of our business. 1. Strategy, Innovation & Leadership Strategic Finance • Partner with executive leadership to align finance and accounting priorities with firmwide strategy and growth objectives, • Provide financial insight and decision support on key initiatives, including acquisitions, integrations, and new business lines, • Act as a thought partner across departments, helping drive alignment between Finance and Operations Technology & Automation • Identify and implement automation opportunities across finance and accounting workflows (reporting, close, fund operations, and data management), • Assist the adoption and optimization of technology solutions (Data platforms, AI tools) to enhance efficiency, accuracy, and scalability, • Partner with internal and external resources to build a modern, data-driven finance function Data, Reporting & Insights • Enhance reporting capabilities through improved dashboards, and real-time analytics, • Develop KPI frameworks and performance metrics to support data-driven decision-making, • Oversee audit and tax functions across the organization, partnering closely with external auditors and tax advisors Talent Development & Team Leadership • Build, develop, and mentor high-performing teams across all finance and accounting functions, • Establish clear career paths, training programs, and succession planning initiatives, • Foster a culture of accountability, ownership, and continuous improvement Cross-Functional Collaboration • Work closely with senior leaders across the firm to improve processes, communication, and execution, • Drive alignment across departments to reduce friction and improve overall operating efficiency, • Support firmwide initiatives and contribute to a collaborative, high-performance culture 1. Property & Fund Accounting Portfolio & Fund Oversight • Oversee all property-level and fund-level accounting functions across the platform, ensuring accurate and timely financial reporting, • Review financials, fund NAVs, and variance analyses across all assets and investment vehicles, • Ensure consistency in accounting policies, reporting standards, and application of fund governing documents (e.g., waterfalls, allocations) Financial Reporting & Capital Activity • Oversee preparation and review of property and fund financial statements, including partner capital account reporting, • Manage capital activity, including capital calls, distributions, and investor allocations, • Ensure accuracy of NAV calculations and alignment with investment structures Process, Controls & Scalability • Establish and maintain standardized processes across property and fund accounting, including close timelines and reporting deliverables, • Ensure strong internal controls across all entities and reporting levels, • Identify and implement process improvements to enhance efficiency, accuracy, and scalability as the platform grows 1. Corporate Finance, Accounting & Treasury Financial Reporting & Close • Oversee corporate accounting, including monthly, quarterly, and annual close processes, • Ensure timely and accurate preparation of financial statements and management reporting, • Maintain integrity of the general ledger and supporting schedules FP&A & Strategic Support • Support budgeting, forecasting, and financial planning processes across the platform, • Deliver insights on financial performance, trends, and key business drivers, • Partner with executive leadership on strategic initiatives and financial decision-making Liquidity & Cash Management • Oversee firmwide cash management, liquidity planning, and capital allocation, • Monitor cash positions across corporate entities, funds, and properties, • Develop and maintain cash flow forecasts to support operational and investment decisions Banking & Capital Management • Manage relationships with banking partners and lenders, • Oversee treasury operations, including wires, controls, and cash movement processes, • Optimize use of credit facilities, including subscription lines and corporate lines of credit The Qualifiers • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required; CPA strongly preferred, • 12+ years of progressive experience in accounting and/or finance, with demonstrated leadership responsibility, • Public accounting experience (Big 4 preferred) with a strong technical foundation in GAAP and financial reporting, • Strong organizational skills with exceptional attention to detail and accuracy, • Highly motivated, results-oriented professional with a strong work ethic and sense of ownership, • Advanced analytical and problem-solving skills, with the ability to translate data into actionable insights, • Excellent written and verbal communication skills, with the ability to effectively interact across all levels of the organization, • Ability to operate in a collaborative, fast-paced, and dynamic team environment with flexibility and responsiveness, • Demonstrates the highest standards of integrity, professionalism, and ethical conduct Perks • Competitive Pay + Bonus, • Medical, Dental, Vision, Life Insurance, Pet Insurance, • Paid Time Off, • 401k Plan + Match, • Growth Potential, • Professional Development Resources, • Fun Work Vibe (indoor basketball court/gym/pickleball), creative office space

Job Description Veregy is an award-winning NAESCO-Accredited decarbonization company focusing on accelerating and simplifying Energy Transition. We provide turnkey engineering and construction services designed to reduce our clients' energy and operating costs through the implementation of energy efficiency and infrastructure upgrades, smart building technology, fleet EV infrastructure, clean energy generation, and sustainability. Do you want to be part of a TEAM who delivers Eco-Friendly Environments that Transform Lives? Then you are in the right place…start the application process today! Summary of Position Functions The Construction Project Coordinator undertakes and performs a variety of support tasks and assignments to support office and field work performed by one or more Project Managers, Senior Project Managers and/or others as assigned. Acts as a liaison between Field employees and Accounting. Essential Position Functions • Transitions preconstruction projects to implementation projects., • Enters all project related data into Viewpoint (by Vista) (budgets, contract amounts, schedule of values, etc)., • Requests performance and payment bonds, certificates of insurance (and renewals), and day preliminary notices, as applicable and tracks and follows up as required., • Assists in developing the project schedule of values and enters into Viewpoint and/or client’s billing format., • Assists in preparing monthly billings and lien waivers, where required, and projecting project billings., • Updates monthly billing information in Viewpoint and billing information into bond log, monthly., • Follows-up on accounts receivables and coordinates receipts with the accounting department., • Prepares subcontract agreements and purchase agreements and submits to subcontractor and/or vendor for execution., • Enters change order information in Viewpoint and prepares formal change order documents to submit to subcontractors and/or vendors and, updates applicable tracking logs., • Responds to subcontractor/vendor preliminary notices., • Assists with the preparation and tracking of submittals and, maintains submittal/equipment log., • Sends tax privilege exempt and related financial documents to general contractors., • Prepares project specific badges, badge logs and coordinates updates with the superintendent., • Prepares O&M manuals and various close-out documents at completion of project., • Manages compliance with federal and CA laws including CA Department of Industrial Relations and Davis Bacon prevailing wage regulations. Note: The statements contained herein describe the essential functions of this position but should not be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload. Non-Essential Position Functions • Other duties as assigned. Supervisory Responsibilities • None. Education and Qualifications To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • High school diploma or general education degree (GED); or two to five years’ related experience and/or training; or equivalent combination of education and experience., • Two years of project assistance, project coordination, administrative assistant or closely related experience in commercial construction, HVAC, or related field required. Knowledge, Skills, and Abilities • Knowledge of Veregy’s services and processes is required which can be obtained through intellect, technical inclination, and dedication to gain such knowledge., • Knowledge of the principles of file and records management and the basic principles of bookkeeping and/or accounting, • Knowledge (Intermediate to advanced) of various operating systems, software products (e.g. MS Office, etc.), is required., • Ability to work independently and efficiently manage time / workload., • Ability to simultaneously manage multiple projects with overlapping deadlines, deliverables, and other requirements., • Ability to establish and maintain effective working relations with co-workers, vendors, customers, and the general public., • Ability to effectively respond to common inquiries or complaints from customers and staff., • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form., • Ability to define problems, collect data, establish facts, and draw valid conclusions., • Ability to prioritize tasks and tactfully negotiate priority with end users., • Ability to work under deadline pressure and extra hours if needed. Certificates, Licenses, Registrations • Professional certification such as CFA/CPA a plus. Travel • May require a small amount of travel (<5%). Benefits • Competitive Compensation., • Paid Holidays, Paid Sick Leave, and Paid Time Off., • Competitive Medical, Dental and Vision Plans., • 401k Retirement Plan with Matching Employer Contributions (%)., • Employer Sponsored Life Insurance and AD&D Insurance., • Employer Paid Short- and Long-Term Disability Insurance., • Continued Education and Trade Certification Sponsorship (Specific Positions)., • Company Branded Trucks Provided (Specific Positions). Applicants must be currently authorized to work in the United States on a full-time basis. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at Veregy, where employment is based upon capabilities and qualifications without discrimination because of race, color, religion, sex, age, national origin, disability, veteran status, genetic history, sexual orientation, or any other protected characteristic as established by law.

Job Description At Layup Parts, we're developing the technology that will build the future. We're a manufacturing technology company replacing months of lead time with days, using proprietary software, automation, and advanced manufacturing systems built for speed. Our customers are inventing what's next, in aerospace, defense, robotics, and beyond. To keep up with them, manufacturing has to change. That's what we're building. We're building our finance and accounting function from the ground up and looking for an Accounting Manager who can own it end to end. As the first dedicated accounting hire, you'll report directly to the COO and take ownership of financial operations, cost accounting, and the systems and controls that will scale with the company. What You'll Do • Build a true cost accounting model for our products, capturing labor, material, equipment, and facility overhead, and use it to inform and set our shop rates and standard costs., • Design cost categories that work simultaneously for operational, financial, and accounting needs., • Own inventory valuation, including standard rules for depreciation and costing methodology., • Design and implement internal financial controls, including bill approval workflows, authorization limits for dollar releases, and background check processes for employees handling company finances., • Own revenue recognition policies and sales tax and multi-state compliance as we expand into new states., • Build and document processes to audit-ready standard, and prepare investor-ready financial packages and board reporting materials, in support of future institutional financing (Series B/C/D)., • Lead and drive the monthly and year-end close process in partnership with our outsourced accounting firm., • Own AP and AR, including invoicing, collections, vendor payments, and cash application., • Evaluate our accounting and ERP systems and lead implementation of new systems as needed., • Manage relationships with our outsourced accounting firm, external auditors, tax preparers, and banking and lending partners, including debt covenant tracking and lender reporting, and oversee payroll compliance., • Create and maintain budgets and project structures as needed to support accurate cost tracking across the business. What We're Looking For, • Bachelor's degree in Accounting, Finance, or related field., • 7 to 10 years of progressive accounting and finance experience, including direct experience in manufacturing, aerospace, automotive, or a similar production environment., • Demonstrated experience building cost accounting models from scratch, including labor, material, and overhead allocation, and using them to set pricing or internal rates., • Strong working knowledge of GAAP, revenue recognition, and cost accounting principles., • Track record of owning full-cycle accounting end to end, including close, AP/AR, budgeting, forecasting, and reporting., • Experience implementing internal controls and financial governance in an environment with little to no existing structure., • Advanced Excel and financial modeling skills. Bonus Points, • CPA or active pursuit of CPA license., • Experience leading or managing an outsourced accounting/bookkeeping relationship., • Experience in a startup or small-team environment, building finance/accounting functions from scratch., • Excited by the prospect of 2x or 3x headcount growth, with multi-facility or multi-state expansion. Final compensation is based on your experience, skills, and what you bring to the table. • Full Benefits Package: Medical, dental, and vision coverage, short- and long-term disability insurance, company-paid life insurance, • Equity Option Grants, • 401k plan, • Paid Time Off: Unlimited PTO + 9 Federal HolidaysEqual Opportunity Layup is an equal-opportunity employer. All qualified applicants will be treated with respect and receive equal consideration for employment without regard to race, color, creed, religion, sex, gender identity, sexual orientation, national origin, disability, uniform service, Veteran status, age, or any other protected characteristic per federal, state, or local law, including those with a criminal history, in a manner consistent with the requirements of applicable state and local laws, including the CA Fair Chance Initiative for Hiring Ordinance. ITAR Requirements To conform to U.S. Government export regulations, applicant must be a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (aka green card holder), (iii) Refugee under 8 U.S.C. § 1157, or (iv) Asylee under 8 U.S.C. § 1158, or be eligible to obtain the required authorizations from the U.S. Department of State. Learn more about the ITAR here. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description A well-established manufacturing company seeks a Senior Internal Auditor to join their dynamic team. The Senior Internal Auditor, reporting to the Internal Audit Senior Manager, is responsible for performing the planning, execution, and reporting of operational, financial, and compliance audits across the organization. This responsibility includes developing the internal audit scope, performing internal audit procedures, and preparing internal audit reports reflecting the results of the work performed. Work performed will include coverage of functional and operating units and focusing on financial, IT and operational processes. Additionally, the senior internal auditor performs follow-up on the status of outstanding internal audit issues. The senior internal auditor will also assist internal audit management with periodic reporting to the audit committee, development of the annual internal audit plan, and championing internal control and corporate governance concepts throughout the business. This role ensures the effectiveness of internal policies, risk management processes, and may support JSOX compliance as needed. The ideal candidate has experience working in a global, manufacturing environment and is comfortable partnering with teams across multiple regions. This position will be based in Huntington Beach, CA, however audits are conducted at member locations in the United States (9 locations) and the following additional countries: Australia, Canada, China, Germany, India, Malaysia, South Korea, United Arab Emirates, and United Kingdom. Responsibilities • Responsible for assisting in the planning, execution, and completion of internal audit engagements, including financial, operational, IT, and compliance audits., • Understanding and applying of IPPF internal auditing standards by IIA, COSO and risk assessment practices., • Understanding and knowledge of finance, accounting, and control principles, including GAAP and GAAS for the technical aspects of accounting and financial reporting., • Ability to work independently, with limited required direction and guidance, and provide appropriate recommendations to the auditees of internal audit project., • Strong verbal and written communication skills, to effectively present to peers and management., • Experience in performing multiple projects and working with varying team members., • Travel for audit assignments globally., • Communicate audit findings and recommendations to senior management and monitor the implementation of corrective actions., • Participate in special projects, fraud investigations, or ad-hoc reviews as requested by senior leadership., • Assist with continuous improvement initiatives to strengthen controls and improve business efficiency., • Assist with JSOX testing and documentation when requested, ensuring compliance with corporate and regulatory standards. Qualifications • Undergraduate degree in accounting/business administration (master's degree is a plus) CPA, CIA, or similar certification. • 5 + years of public accounting in audit or internal audit experience with knowledge of accounting, finance, internal control, risk assessment and compliance, • In-depth knowledge of internal control frameworks (COSO), JSOX/SOX compliance requirements, and risk assessment methodologies., • Strong analytical, communication, and project management skills., • Able to maintain a high degree of confidentiality., • Proactive with the ability to multi-task and learn quickly in a fast-paced environment., • Goal oriented, high-energy self-starter, • Build relationships & collaborate across multiple teams., • Experience with audit software, such as AuditBoard, • Ability to travel internationally up to 25–35% of the time. Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are looking for a Tax Manager I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Manager I is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager I has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. Essential Job Functions will include: • Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses, • Create quarterly estimates and projections., • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns, • Perform tax research, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Work with tax staff to respond to tax notices and review of correspondence, • Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients, • Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned., • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum 5+ years of public accounting experience, or equivalent experience, • Bachelor's degree in Accounting or related field, • Strong tax code knowledge and general accounting skills, • CPA and/or EA required, • Master's degree in Tax a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus., • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $110,000—$135,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description DIVISION CONTROLLER / ACCOUNTING MANAGER Location; Garden Grove, CA (100% onsite) JOB DESCRIPTION We are seeking a hands-on Division Controller / Accounting Manager to lead the accounting and financial operations for a growing franchise organization. This role will oversee core accounting functions, billing, financial reporting, and business analysis while serving as a key financial resource for approximately 70 franchise owners. This position requires a strong operational accounting leader who can manage day-to-day financial processes, ensure accurate reporting, support franchise-related financial matters, and provide strategic insights to leadership. The Division Controller / Accounting Manager will also oversee a small department of one to two additional team members. KEY RESPONSIBILITIES • Manage all daily accounting operations including general ledger, accounts payable, accounts receivable, billing, and reconciliations., • Oversee financial reporting, month-end close, and preparation of accurate financial statements., • Analyze financial performance, trends, and operational metrics to support executive decision-making., • Support and oversee accounting, reporting, and financial communications related to 70 franchise owners., • Ensure billing accuracy, franchise fee tracking, and related financial compliance., • Develop, improve, and maintain accounting processes, internal controls, and reporting procedures., • Supervise and mentor departmental staff while ensuring efficient workflow., • Coordinate audits, tax support, and external financial reporting requirements as needed., • Partner with leadership on budgeting, forecasting, and strategic financial planning., • Maintain compliance with applicable accounting standards, regulations, and franchise agreements. QUALIFICATIONS • 5+ years of progressive accounting or finance experience, with leadership responsibilities., • Prior experience as an Accounting Manager, Controller, or similar senior accounting role., • Strong knowledge of accounting principles, financial reporting, and internal controls., • Experience with billing, multi-entity or franchise accounting structures highly preferred., • Proven ability to analyze financial data and provide actionable business insights., • Experience overseeing small teams and managing departmental operations., • Strong proficiency in accounting systems and advanced Excel skills., • Excellent organizational, analytical, and problem-solving abilities., • Strong communication skills with the ability to work effectively with business owners, leadership, and cross-functional teams., • Bachelor’s degree in Accounting, Finance, or related field preferred., • CPA or advanced accounting certifications are a plus., • NetSuite experience is a plus. \nCompany Description Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, and referral bonuses. Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, and referral bonuses.

Job Description BKM Management Company is a growing institutional real estate investment firm seeking driven, entrepreneurial professionals who are passionate about excellence and want to grow with us. Based in our Newport Beach headquarters, the Associate Director, Property Accounting serves as a key leader within the Finance & Accounting organization, overseeing all aspects of property accounting, financial reporting, and team development. This individual will lead a growing team of accounting professionals while driving process improvements, strengthening internal controls, leveraging technology, and partnering cross-functionally to support BKM's continued growth. This is a highly visible leadership role with the opportunity to make a meaningful impact on the Company's operational excellence, scalability, and long-term success. This role is 100% in-office due to the collaborative nature of our business. The Job Essentials: Leadership & Team Development • Lead, mentor, and develop a high-performing team of Property Accounting professionals, including supervisors, senior accountants, staff accountants, and support personnel., • Foster a culture of accountability, collaboration, continuous improvement, and professional development., • Establish clear performance expectations, conduct regular performance reviews, and provide coaching to support employee growth and career progression., • Develop future leaders through mentoring, succession planning, and ongoing training initiatives., • Partner with senior leadership on organizational planning, staffing, and resource allocation as the Company continues to grow. Accounting & Financial Reporting • Oversee the full-cycle accounting for a portfolio of commercial real estate assets., • Review monthly, quarterly, and annual financial statements, general ledgers, account reconciliations, job cost reports, and supporting schedules., • Ensure accurate and timely preparation of financial reporting packages for internal stakeholders, joint venture partners, and lenders., • Coordinate the timely delivery of property-level financial information to the Fund and Joint Venture Accounting teams for investor reporting., • Review property-level contribution and distribution calculations while ensuring appropriate property liquidity is maintained. Controls, Processes & Technical Accounting • Serve as the department's technical accounting resource for complex real estate transactions, including acquisitions, dispositions, capital projects, debt transactions, lease accounting, and joint venture structures., • Oversee accounting for property acquisitions and dispositions, including purchase accounting, prorations, journal entries, and transaction close-outs., • Ensure compliance with relevant accounting principles, Company accounting policies, and internal control procedures., • Develop, document, and maintain strong internal controls and standardized accounting processes across the property accounting function., • Review transaction documentation to ensure accounting treatment appropriately reflects contractual terms. Technology & Process Improvement • Champion the use of technology, automation, and AI tools to improve accounting efficiency, reporting accuracy, and scalability., • Partner with Finance, Property Management, and Technology teams to optimize Yardi and other accounting systems., • Identify opportunities to automate manual processes and streamline accounting workflows., • Support implementation of new accounting systems, software enhancements, and reporting solutions., • Continuously evaluate departmental processes and implement best practices to improve operational efficiency. Cross-Functional Collaboration • Partner closely with Property Management, Asset Management, Fund Accounting, Tax, Treasury, and Finance teams to support Company objectives., • Collaborate with internal and external stakeholders on audits, tax reporting, lender requests, property valuations, and other strategic initiatives., • Provide accounting support for acquisitions, dispositions, refinancing activities, and capital projects., • Serve as a trusted business partner by providing financial guidance and operational support across the organization. The Qualifiers: • Bachelor’s degree in Accounting, Business Administration, Finance or related degree, • CPA license strongly preferred, • 10+ years of commercial property accounting experience, • 5-7+ years of management experience, • Strong technical accounting knowledge, including U.S. GAAP, commercial real estate accounting, acquisitions, dispositions, debt transactions, and joint venture structures., • Demonstrated experience improving accounting processes, implementing technology solutions, and driving operational efficiencies., • Advanced proficiency in Yardi Voyager and Microsoft Excel., • Experience working with business intelligence, automation, AI, or reporting technologies is a plus., • Strong analytical, organizational, project management, and problem-solving skills., • Excellent written and verbal communication skills with the ability to effectively collaborate across all levels of the organization., • High degree of integrity, professionalism, sound judgment, and attention to detail., • Champion the use of AI and emerging technologies to improve process efficiency. The Perks: • Competitive Pay + Bonus Incentive, • Medical, Dental, Vision, Long Term Disability, Pet and Life Insurance, • Paid Time Off, • 401k Plan + Match, • Professional Development Resources, • Fun Work Environment (including creative office space, Team-building eve

Job DescriptionCorporate Tax Manager Minimum of 3 days in the office or minimum 3 days at the client Newport Beach, CA 92660 - Hybrid As a Corporate Tax Manager, you will lead corporate tax compliance, tax planning, and ASC 740 tax accounting engagements for large corporate clients. You will manage multiple engagements simultaneously while supervising staff, reviewing corporate tax returns, advising clients on complex tax matters, and developing client relationships. Key Responsibilities • Lead corporate tax engagements from planning through completion, • Manage multiple client engagements simultaneously, • Review corporate income tax returns (Form 1120), • Lead ASC 740 income tax provision preparation and review, • Provide tax consulting and planning services, • Supervise, mentor, and evaluate Senior Associates and Associates, • Manage engagement budgets and profitability, • Respond to IRS and State tax notices, • Research federal, state, and international tax issues, • Review tax provisions and deferred tax calculations, • Develop strong client relationships, • Identify cross-selling opportunities, • Coordinate with Grant Thornton's Washington National Tax Office, • Travel as requiredRequired Qualifications Education • Bachelor's Degree in AccountingCertifications, • Active CPA License OR • JD with Active Law License

Job DescriptionCorporate Tax Manager Location: Newport Beach, CA (Hybrid – minimum 3 days/week in-office or at client site) Position Type: Full-Time / Direct Hire Base Salary: $138,000 – $172,500 / year (plus annual performance-based bonuscommensurate with experience and skills). Variable Compensation: Eligible for an annual performance-based bonus. Visa Sponsorship: Not available for this role. Relocation Assistance: Evaluated on a case-by-case basis. Position Overview We are seeking an experienced Corporate Tax Manager to join our corporate tax practice. In this role, you will manage business income tax planning, corporate compliance, and ASC 740 income tax accounting projects (including tax provision preparation and audit support). As a key engagement manager across multiple client accounts, you will lead tax teams, consult on complex tax matters, and maintain strong client relationships—all with access to full technical resources, modern tools, and dedicated support to help you succeed. Key Responsibilities • Engagement Management: Run client engagements from start to finish, including planning, execution, budgeting, and final project delivery., • ASC 740 & Compliance: Conduct primary reviews of ASC 740 income tax provisions and review corporate tax returns prepared by staff, ensuring accuracy and identifying tax-saving opportunities., • Team Leadership: Supervise, train, and mentor senior associates, associates, and interns; conduct performance reviews and serve as the in-charge lead on engagements., • Client Relations & Growth: Serve as a primary point of contact for clients, understand their business operations, gather key data, and identify opportunities to offer additional tax services., • Tax Research & Advisory: Research complex tax technical matters, respond to inquiries from the IRS and state authorities, and advise clients on multi-state and international tax considerations., • Quality & Confidentiality: Maintain the highest standards of professional ethics, client confidentiality, and regulatory compliance.Must-Have Qualifications, • Education & Credentials: Bachelor’s degree in Accounting. Active CPA license (State of CA) or JD/active law license required., • Experience Level: Minimum 4 to 7 years of progressive corporate tax compliance and consulting experience, with at least 1 year at the Manager level., • Technical Expertise: Strong background in corporate income tax and ASC 740 provision experience (preparation, review, and audit support)., • Firm Background: Public accounting experience with a Top 15 firm or large regional accounting firm within recent work history., • Client Scope: Demonstrated experience supporting large, multi-state, national, or global corporate clients., • Work Arrangement: Willingness to work on-site in Newport Beach, CA, or at client sites a minimum of 3 days per week.Preferred Skills & Attributes, • Experience with OneSource Tax Provision software., • Broad technical knowledge including state/local tax (SALT), international activity taxation, and transfer pricing., • Excellent communication, presentation, analytical, and leadership skills., • Ability to travel as required by client engagements.

Job DescriptionCorporate Tax Manager Location: Newport Beach, California (Hybrid) Salary Range: $138,000 – $172,500 per year Position Overview Our client, a national professional services firm, is seeking a Corporate Tax Manager for a hybrid, permanent position based in Newport Beach, California. The role carries responsibility for client relationships, engagement delivery, and the development of the team beneath you. This is a genuine management appointment rather than a senior preparer role. You will own engagement economics, review quality, and client satisfaction, with the autonomy that comes with that and the support of an established practice. Key Responsibilities You will manage corporate tax engagements end to end, including scoping, budgeting, staffing, timeline management, and delivery, taking accountability for both technical quality and engagement profitability. You will review federal and state corporate income tax returns and ASC 740 tax provisions prepared by seniors and associates, resolving technical issues, documenting significant positions, and ensuring the file supports every conclusion reached. You will serve as a primary point of contact for client stakeholders, advising on tax planning opportunities, legislative and regulatory changes affecting their position, and the tax implications of transactions and structural decisions. You will supervise, coach, and develop associates and senior associates, managing performance conversations and workload allocation, and you will contribute to practice development through proposals, client expansion, and technical training within the office. You will manage risk and quality on your engagements, ensuring consultation occurs on significant or unusual positions, documentation supports every material conclusion, and independence and other professional requirements are satisfied before deliverables are released to the client. Requirements A bachelor's degree in accounting or a related field and active CPA licensure are required, together with substantial corporate tax experience in public accounting at a level consistent with a manager appointment. You must have demonstrated review-level command of federal and multistate corporate income tax and ASC 740 tax provision work, and prior experience supervising and developing staff. Strong client-facing communication, sound commercial judgment on scope and fees, and the ability to manage a portfolio of concurrent engagements are essential. The role follows a hybrid schedule based in Newport Beach, California. Preferred Qualifications A Master of Taxation or JD with tax focus is preferred. Experience with privately held and private equity backed corporate clients is highly valued in this office. Exposure to international tax matters, state and local tax planning, ASC 740 for complex or multinational structures, and transaction advisory work is advantageous, as is familiarity with OneSource, GoSystem, or CorpTax and a track record of business development. Experience managing engagements through an acquisition, disposal, or restructuring event is highly valued. Candidates with a track record of retaining and developing staff, and who have begun generating new work from existing relationships, will stand out for this appointment. Compensation and Benefits This is a permanent, full-time position with a salary range of $138,000 to $172,500 per year, based on experience, credentials, and demonstrated management capability. You will manage your own portfolio within an established practice, with real ownership of client relationships and a defined path toward senior manager and beyond. The hybrid schedule provides flexibility, and the firm supports continuing professional education and specialization. This is a contract engagement placed through our recruiting team. We work closely with our contract professionals throughout the assignment, from onboarding and first-week check-ins through to end-of-contract planning, and we actively look for the next opportunity for people who deliver well. Many of our contract placements lead to extensions, repeat assignments, or permanent conversion. We are an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable law. Reasonable accommodations are available during the application and interview process on request. Applicants must be legally authorized to work in the United States for the duration of the engagement.

Job Description Finance Manager Costa Mesa, CA Boardwalk Investments Group, LLC ("Boardwalk") is a privately held commercial real estate investment company. Headquartered in Costa Mesa, California, the Firm currently owns a commercial real estate portfolio comprised of retail, mixed-use, office and multifamily assets located primarily in Orange, San Diego, and Napa Counties. Since 2012, Boardwalk's investment strategy is to actively acquire, stabilize, and manage real estate located in California. JOB SUMMARY Oversees financial planning, reporting, and analysis for a real estate portfolio. Supports strategic decision-making by providing insights into property performance, investment opportunities, and financial risks, while ensuring accuracy, compliance, and operational efficiency. ESSENTIAL DUTIES AND RESPONSIBILITIES • Oversee financial operations for real estate assets, including property-level accounting, accounts payable/receivable, and lease administration support, • Analyze monthly, quarterly, and annual financial statements for property portfolios, • Collaborate on budgeting and forecasting processes for individual properties and consolidated portfolios, • Monitor property performance, including NOI, cash flow, and variance analysis against budget and prior periods, • Partner with cross functional teams to support operational and capital decisions, • Support acquisition and disposition activities, including financial modeling, underwriting, and due diligence, • Develop and maintain financial models for investments, including IRR, NPV, and sensitivity analyses, • Handle all financing and property transactions (dealing with brokers, appraisers, escrow companies, banks, private lenders, etc.), • Ensure compliance with lender requirements, loan covenants, and reporting obligations, • Manage the insurance program for the real estate portfolio, including policy review, renewals, claims coordination, risk assessment, and allocation of insurance costs to properties, • Maintain relationships with lending institutions, brokers, and legal, tax and insurance advisors., • Support audits, tax filings, cash flow forecasting at both property and portfolio levels, • Manage investor reporting, including preparation of financial packages and performance summaries, • Identify opportunities to improve operational efficiency and reduce costs across the portfolio REQUIRED QUALIFICATIONS • Bachelor’s degree in Finance, Accounting, Real Estate, or a related field (CCIM, CPA, CFA, or MBA preferred), • 5+ years of experience in finance or accounting, with a focus on real estate or property management, • Strong understanding of real estate financial metrics and capital markets (NOI, IRR, cap rates, cash-on-cash, DCSR, debt yield, etc.), • Experience with real estate accounting systems (Yardi preferred), • Advanced Excel and financial modeling skills (ARGUS proficiency required), • Knowledge of lease structures, CAM reconciliations, and property-level reporting, • Strong analytical, organizational, and problem-solving skills, • Excellent communication skills with the ability to present financial data to stakeholders The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Boardwalk is an equal opportunity employer (Minorities/Females/Disabled/Veterans)

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr. Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team. Essential Job Functions will include: • Prepare tax returns for high-net-worth individuals, trusts and businesses, • Create quarterly estimates and projections, • Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns, • Perform tax research, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Coordinate with tax support staff to ensure timely workflow practices and data integrity, • Work with tax staff to respond to tax notices and initial preparation of correspondence, • Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients, • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum of 1-3 years of public accounting experience, or equivalent experience, • Bachelor's degree in Accounting or related field, • Moderate tax code knowledge and general accounting skills, • Obtained or in the process of obtaining CPA and/or EA preferred, • Master's degree in Tax a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus., • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $90,000—$105,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionAbout SmartFinancial SmartFinancial is a leading insurance technology platform transforming how consumers connect with insurance providers. Our marketplace intelligently matches high-intent shoppers with the right carriers and agents across multiple channels, delivering real-time results at scale. We’re growing fast and looking for bold, analytical, and driven marketers to help us accelerate even further. About the Role We’re looking for an experienced Email Partnerships Manager to join our performance marketing team and lead the strategy and execution of our third-party email marketing program. This role is critical in expanding our reach and driving high-intent insurance shoppers into our marketplace. You’ll own the day-to-day management of email publishers, drive campaign strategy, ensure channel compliance, and partner closely with cross-functional teams to optimize performance. This is a high-impact, performance-driven role for someone who thrives on owning partnerships, loves digging into data, and knows how to scale winning campaigns. Responsibilities • Own all aspects of managing our third-party email marketing partners, including onboarding, performance monitoring, and optimization., • Develop and manage profitable email campaigns that align with CPA targets and business goals., • Monitor traffic quality and ensure compliance with internal policies and industry standards., • Serve as the bridge between external partners and internal creative/tech teams to execute campaigns successfully., • Analyze performance reports, partner insights, and attribution data to make informed strategic decisions., • Collaborate with our growth, product, and analytics teams to increase user engagement and conversion from email traffic., • Identify new partnership opportunities and scale high-performing relationships. Compensation • Opportunity to make on target earnings $200k+, • Equity: Stock options What We're Looking For • 3+ years of experience in digital marketing, with a focus on email marketing, affiliate management, or performance partnerships., • Deep understanding of email publishers and the affiliate ecosystem., • Proven ability to manage campaigns to CPA goals and optimize for ROI., • Strong analytical skills and comfort working with performance data and dashboards., • Clear and confident communicator. Be able to manage both internal and external relationships., • Detail-oriented and highly organized, with the ability to manage multiple projects simultaneously., • Experience in insurance, financial services, or other regulated verticals is a plus. What We Offer • Competitive Base Salary + Commissions + Performance Bonuses, • 401(k) with Company Match, • Health, Dental, and Vision Insurance, • Stock Options, • Internal Promotion Opportunities. We believe in growing talent from within What It’s Like to Work Here • World-Class Training and Onboarding, • Use the latest technology, tools, and automation systems, • Fast-paced, energetic environment where innovation is encouraged, • Play ping pong, collaborate with sharp teammates, and enjoy a culture that celebrates hard work and having fun Be part of a rapidly growing tech company reshaping the insurance landscape! Benefits

Job DescriptionDescriptionWe are a prominent and growing Personal Injury Law Firm based in Newport Beach, CA, seeking a data-driven Conversion Rate Optimization (CRO) Specialist to help turn digital traffic into qualified leads, consultations, and signed cases. This role is ideal for someone who understands that CRO is more than landing page testing. It is the ongoing process of improving the full digital lead journey, from ad click, organic visit, or referral traffic through form submission, phone call, chat, intake handoff, and signed case. The CRO Specialist will join a dynamic marketing team, where they will apply help identify conversion friction, test improvements, and drive measurable growth in conversion rate, lead quality, and cost per signed case. Responsibilities: • Lead CRO initiatives across websites, landing pages, forms, chat, calls, and campaign-specific user journeys., • Build and manage a prioritized testing roadmap focused on improving qualified lead volume, signed cases, and CPA., • Develop and execute A/B tests, landing page tests, form tests, CTA tests, messaging tests, and user experience experiments., • Optimize high-value conversion actions, including phone calls, form submissions, chat starts, consultations, retainer requests, and signed cases., • Analyze user behavior and site performance using tools such as GA4, Google Tag Manager, Microsoft Clarity, Hotjar, CallRail, CRM reporting, and form analytics., • Identify conversion barriers related to mobile experience, page layout, site speed, CTA placement, form length, trust signals, messaging clarity, and intake handoff., • Collaborate with web developers, designers, writers, SEO, and paid media teams to implement UX/UI and landing page improvements., • Support conversion improvements for mobile users, English- and Spanish-language users, and market-specific campaigns., • Monitor and report on CRO performance, test results, insights, and recommendations for continuous improvement., • Stay current with CRO best practices, legal marketing compliance, privacy requirements, analytics changes, and digital user behavior trends. Preferred Experience: • Experience in legal marketing, personal injury marketing, healthcare, home services, lead generation, or another high-value service business., • Familiarity with call tracking, call routing, form tracking, chat tracking, and CRM attribution., • Familiarity with local SEO, Google Business Profiles, Local Services Ads, review strategy, and location-based landing pages., • Experience with Spanish-language or multilingual conversion optimization is a plus., • Basic understanding of privacy, cookie consent, and Google Consent Mode is a plus., • Working knowledge of HTML/CSS or the ability to communicate clearly with developers is a plus. Qualifications: • 3+ years of experience in conversion rate optimization, performance marketing, digital analytics, UX optimization, or a closely related digital marketing role., • Proven success improving conversion rates through landing page testing, form optimization, CTA testing, UX improvements, and data-driven experimentation., • Strong understanding of full-funnel performance metrics, including traffic, CVR, CPL, qualified lead rate, contact rate, signed-case rate, and CPA., • Comfortable working with CMS and landing page platforms such as WordPress, Unbounce, Instapage, Webflow, or similar systems., • Strong understanding of landing page strategy, mobile UX, form design, CTA hierarchy, trust signals, and persuasive digital copy., • Comfortable managing multiple experiments and optimization projects at the same time., • Strong communication skills with the ability to explain data, test results, and recommendations clearly to technical and non-technical stakeholders., • Detail-oriented, organized, and comfortable building repeatable processes. Benefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Success in This Role: Success will be measured by improvements in website and landing page conversion rates, qualified lead volume, form/call/chat performance, campaign-level conversion rate, cost per lead, cost per signed case, signed cases from marketing-generated leads, mobile conversion rate, after-hours lead capture, and the quality and velocity of the CRO testing program.

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

Job Description We’re seeking an experienced tax staff or tax senior to join our growing team. This role is ideal for someone who enjoys solving complex tax issues, and values work-life balance. Key Responsibilities • Prepare and review individual, corporate, partnership, and trust tax returns ensuring compliance with federal and state tax laws, • Conduct tax research and provide strategic planning advice, • Assist clients with IRS and state tax notices, • Assist with audits, • Collaborate with team members on client engagements and workflow management, • Contribute to firm development initiatives Qualifications • Active CPA license or working toward final stages of licensure, • 4 - 7 years of public accounting experience, with a focus on tax, • Proficiency in CCH ProSystems, CCH Engagement, CCH Axcess Workflow, QuickBooks, and Excel, • Strong communication and client service skills, • Ability to manage multiple priorities and meet deadlines What We Offer • Competitive salary with OVERTIME PAY, • Flexible work schedule and hours, commencing with onsite and working toward hybrid, • 401(k) plan, company covered health insurance, and paid time off, • CPA exam support and continuing education reimbursement, • A collaborative, respectful, and growth-oriented team culture How to Apply Submit your resume and a brief cover letter via ZipRecruiter. Qualified candidates can expect an initial interview online, followed by an in office interview with our tax directors and managers. We look forward to learning how you can contribute to our team! Company DescriptionWe are a single office CPA firm committed to delivering high-quality tax, audit, and advisory services to individuals and businesses with a strong concentration in pass-through entity taxation within the real estate industry. With a collaborative team of 17 professionals, we pride ourselves on our personalized approach, technical excellence, and supportive work culture.We are a single office CPA firm committed to delivering high-quality tax, audit, and advisory services to individuals and businesses with a strong concentration in pass-through entity taxation within the real estate industry. With a collaborative team of 17 professionals, we pride ourselves on our personalized approach, technical excellence, and supportive work culture.

Job DescriptionAbout SmartFinancial SmartFinancial is a leading insurance technology platform transforming how consumers connect with insurance providers. Our marketplace intelligently matches high-intent shoppers with the right carriers and agents across multiple channels, delivering real-time results at scale. We’re growing fast and looking for bold, analytical, and driven marketers to help us accelerate even further. About the Role We’re accelerating fast and are looking for a Strategic Partnerships Leader to expand and optimize our publisher ecosystem. You’ll work closely with major digital brands across news, personal finance, insurance, and comparison-shopping categories. This role is critical in expanding our reach and driving high-intent insurance shoppers into our marketplace. This is a high-impact, performance-driven role for someone who thrives on owning partnerships, loves digging into data, and knows how to scale winning campaigns. Responsibilities • Identify, develop, and negotiate supply-side deals with premium publishers and digital media platforms., • Expand distribution across editorial, SEO, marketplace, and personal-finance channels., • Oversee API, S2S, postback, pixel, and programmatic integrations for click, lead, and call distribution., • Monitor traffic quality and ensure full compliance with internal policies and industry standards., • Analyze funnel metrics including RPL, EPC, CTR, conversion rates, bind rates, and partner-level trends., • Serve as the bridge between external partners and internal product, engineering, creative, and analytics teams., • Bring market insights and partner requirements to influence product roadmap and supply strategy. Compensation • On-target earnings of $200k+, • Competitive compensation structure with strong variable upside, • Equity: Stock options What We're Looking For • 4+ years in digital partnerships, publisher development, affiliate management, or marketplace supply roles., • Strong understanding of performance marketing and monetization models (CPC, CPL, CPA, rev-share, pay-per-call)., • Experience working directly with insurance or financial publishers and optimizing traffic at scale., • Technical fluency with APIs, postbacks, S2S tracking, and attribution/measurement platforms., • Analytical approach with the ability to interpret complex partner reporting and funnel data., • Excellent communication and negotiation skills, with the ability to influence cross-functional teams., • High commitment to quality, compliance, and transparent performance insights., • Experience in insurance, financial services, or other regulated verticals is a plus. What We Offer • Competitive Base Salary + Commissions + Performance Bonuses, • 401(k) with Company Match, • Health, Dental, and Vision Insurance, • Stock Options, • Internal Promotion Opportunities. We believe in growing talent from within What It’s Like to Work Here • World-Class Training and Onboarding, • Use the latest technology, tools, and automation systems, • Fast-paced, energetic environment where innovation is encouraged, • Play ping pong, collaborate with sharp teammates, and enjoy a culture that celebrates hard work and having fun Be part of a rapidly growing tech company reshaping the insurance landscape! Benefits

Job DescriptionPosition Summary: Responsible for serving as the organization’s technical accounting leader overseeing the interpretation and application of accounting standards under U.S. GAAP, including researching and documenting complex accounting transactions, ensuring compliance, and managing the adoption of new accounting standards. Supports financial statement close process and ensures accurate financial reporting. The role will support internal controls oversight for the accounting department, audit readiness, and accounting operations optimization, acting as a strategic partner to the CAO, Controller, and Accounting Systems Responsibilities: • Serves as the enterprise owner on technical accounting matters, including fair value accounting,variable interests, revenue recognition, equity and share-based compensation, business combinations, consolidations, leases, impairments, debt and equity, and other complex or non-routine transactions., • Leads the interpretation, adoption, and implementation of new and evolving U.S. GAAP standards, establishing and maintaining accounting policies and technical guidance., • Ensures all accounting policies and procedures are documented and in-line with relevant GAAP standards and regulatory requirements; assists in implementation of new accounting principles and procedures., • Prepares quarterly and annual accounting memorandums to support both routine accounting standards and unique or significant transactions., • Supports financial statement close and reporting cycles. Collaborates with accounting team to ensure timely and accurate financial statement close., • Oversees and support internal financial reporting. Manages monthly and quarterly executive close reporting and regulatory reporting., • Partners closely with the Chief Accounting Officer and senior leaders to assess accounting implications of strategic initiatives, transactions, and organizational changes., • Serves as a liaison with external auditors and internal SOX teams., • Partners with Accounting Systems, IT, and Accounting Operations to drive optimization and automation of accounting processes, including financial statement close, account reconciliations, and reporting workflows., • Supports and provides oversight for accounting technology initiatives, including automation tools, close optimization, and reporting solutions., • Identifies opportunities to eliminate manual processes, improves data integrity, and enhances scalability to support growth and complexity., • Translates complex technical accounting requirements into practical, sustainable, and operationally executable processes., • Supports long-term accounting transformation, scalability, and enterprise growth initiatives., • Upholds the organization’s accounting policies, professional standards, and ethical values., • Ensures sustained compliance with applicable accounting standards, regulatory requirements, and internal governance frameworks., • Collaborates effectively with cross functional leaders to advance strategic initiatives and organizational objectives., • Performs other duties and projects assigned. Requirements, • Bachelor’s Degree in accounting or finance; CPA strongly preferred., • Minimum of ten (10) + years of progressive accounting experience, including technical accounting and audit exposure., • Strong knowledge of U.S. GAAP., • Experience supporting audits, internal controls, and complex accounting transactions, • This role requires a hybrid schedule based out of Irvine, CA. Why work for #teamloanDepot:, • Aggressive compensation package based on experience and skill set., • Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive., • Work with other passionate, purposeful, and customer-centric people., • Extensive internal growth and professional development opportunities including tuition reimbursement., • Comprehensive benefits package including Medical/Dental/Vision., • Wellness program to support both mental and physical health., • Generous paid time off for both exempt and non-exempt positions. About loanDepot: loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $132,000 and $182,500. Your base pay will depend on multiple individualized factors, including your job-related knowledge/skills, qualifications, experience, and market location. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. \nCompany Description loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457 loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

As a valued member of our executive leadership team, the Vice President of Finance is a strategic, results-driven financial leader responsible for driving the financial health, growth, and long-term sustainability of the organization. This role provides executive oversight of all financial functions, including financial planning and analysis, accounting, budgeting, treasury management, risk management, compliance, and strategic business planning. The VP of Finance serves as a trusted advisor to the CEO and leadership team, leveraging deep industry expertise in trucking, concrete, and ready-mix operations to optimize financial performance, support strategic initiatives, and maximize shareholder value. • Provides leadership, direction, and development for accounting and finance., • Oversees the accounting and finance department staffing, performance management, succession planning, and professional development., • Builds and maintains a high-performing finance organization aligned with company objectives., • Lead the development and execution of the organization's financial strategy in support of business growth and operational excellence., • Provide strategic financial guidance and recommendations to executive leadership regarding business planning, investments, acquisitions, capital expenditures, and growth opportunities., • Direct the preparation and presentation of monthly, quarterly, and annual financial statements, management reports, and key performance indicators., • Oversee the annual budgeting process, long-range financial planning, forecasting, and scenario analysis., • Establish financial goals and performance metrics that align with organizational objectives., • Manage the company's cash flow, liquidity, debt structure, banking relationships, and capital resources., • Lead financial modeling and analysis to support strategic decision-making and operational improvement initiatives., • Ensure the integrity of financial reporting through effective internal controls, financial policies, and procedures., • Oversee all accounting functions, including accounts payable, accounts receivable, fixed assets, and general ledger operations., • Direct tax planning and compliance activities, ensuring adherence to federal, state, and local regulations., • Manage relationships with external auditors, financial institutions, insurance providers, and regulatory agencies., • Identify, assess, and mitigate financial, operational, and strategic risks., • Drive continuous improvement initiatives, including financial system enhancements, process automation, and reporting efficiencies., • Partner with operational leaders to evaluate profitability, pricing strategies, cost management opportunities, and capital investment decisions., • Monitor industry trends and market conditions to identify opportunities and risks affecting business performance., • Support mergers, acquisitions, business expansions, and other strategic initiatives as applicable., • Present financial results and strategic recommendations to executive leadership, ownership, and key stakeholders., • Collaborate with department leaders to improve financial literacy and accountability across the organization., • Support organizational change initiatives through financial analysis and strategic planning., • Represent the company in industry, banking, and community relationships as appropriate., • Mentor and develop future finance leaders within the organization., • Perform other duties as assigned., • Executive leadership and strategic thinking., • Advanced financial planning and analysis capabilities., • Strong business acumen and operational understanding., • Expertise in financial reporting, treasury management, and tax compliance., • Proven ability to develop and execute financial strategies., • Excellent communication, presentation, and influencing skills., • Strong problem-solving and decision-making abilities., • High level of integrity and discretion in handling confidential information., • Ability to build partnerships and collaborate across all levels of the organization., • Strong organizational skills with the ability to prioritize competing demands in a fast-paced environment., • Change management and continuous improvement mindset. This is a full-time executive leadership position. General days and hours of work are Monday through Friday, with additional evening and weekend work required as business needs dictate. This position is not eligible for remote work. Occasional to moderate travel as required for business operations, financial reviews, banking relationships, acquisitions, industry events, and leadership meetings. • Bachelor's degree in Finance, Accounting, Business Administration, or a related field required., • Master's degree in Finance, Accounting, Business Administration (MBA), or a related field preferred., • CPA designation strongly preferred., • Minimum of 10 years of progressive finance and accounting leadership experience., • Minimum of 5 years of senior management or executive-level financial leadership experience., • Experience within the trucking, transportation, construction materials, concrete, ready-mix, manufacturing, or related industries strongly preferred., • Extensive knowledge of GAAP, financial reporting requirements, and regulatory compliance., • Demonstrated success in strategic financial planning, budgeting, forecasting, treasury management, and organizational growth initiatives., • Advanced proficiency in Microsoft Excel, financial modeling, ERP systems, and the Microsoft Office Suite., • Experience leading audits, managing banking relationships, and implementing business process improvements. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, and responsibilities required of the employee for this position. Duties, responsibilities, and activities may change at any time with or without notice. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, smartphones, photocopiers, filing cabinets and scanners. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or listen. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. This job description in no way states or implies that these are the only duties to be performed by the employee incumbent in this position. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. #J-18808-Ljbffr

Socket.dev is seeking a Vice President of Finance to lead all financial functions and drive the company’s growth, sustainability, and shareholder value. You will oversee FP&A, accounting, budgeting, treasury, risk management, and compliance, serving as a trusted advisor to the CEO and leadership team while optimizing profitability and capital allocation. The role requires a CPA, preferably an MBA, with at least 10 years of progressive finance leadership, and experience in trucking, construction #J-18808-Ljbffr

• Lead buy-side and sell-side transactions for corporate clients, private equity groups, and commercial lenders, • Manage engagements throughout the transaction lifecycle and coordinate Grant Thornton capabilities and service lines, • Serve as the day-to-day engagement point person and lead client and target-management meetings and calls, • Plan, execute, direct, and complete financial due diligence for financial and strategic buyers across industries, • Examine and analyze client data to identify trends, quality of earnings adjustments, and net working capital impacts, • Draft reports covering quality of earnings, net working capital, business performance, and key transaction issues, • Manage client expectations regarding timing, progress, deliverables, deadlines, and change efforts, • Develop and maintain strong client relationships, • Manage business development activities, including proposals, account teams, whitepapers, conferences, and thought leadership materials, • Identify and resolve client problems with engagement teams and partners, • Meet or exceed sales targets and targeted billing hours, • Manage, develop, train, coach, mentor, and assess staff, • Lead and support client business development and pursuit activities, • Motivate staff while maintaining service quality, • Interview campus and experienced candidates, • Perform other duties as assigned, • Bachelor's degree in Accounting or related field required, • Minimum 10 years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level required, • Industry recognized professional certification required, • CPA or related license/certification preferred, • Strong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services, or mergers and acquisitions required, • Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice, • Strong leadership, business development, recruitment, training, and mentoring skills, • Excellent written, presentation, leadership, and interpersonal communication skills, • Ability to travel as needed, with expected travel up to 25% Demonstrates expertise in leading buy-side and sell-side transactions, managing financial due diligence, and developing strong client relationships. Proficient in US GAAP, GAAS, and SEC Reporting, with a focus on business development and team leadership. • Financial Due Diligence, • US GAAP, • Transaction Advisory Services, • Client Relationship Management, • Leadership and Mentoring, • Financial Analysis, • Quality of Earnings Reporting, • Net Working Capital Analysis, • Project Management, • Data Examination, • Interpersonal Communication, • Leadership, • Business Development, • Training and Mentoring, • Problem Solving, • CPA, • Professional Certification, • Mergers and Acquisitions, • SEC Reporting, • GAAS, • Cross-Industry Consulting, • Client Engagement Management #J-18808-Ljbffr

JOB DESCRIPTIONThis role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job SummaryThis role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties Tax Compliance • Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM")., • Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible;, • Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return;, • Utilizes Firm compliance software to maximize efficiency in tax prep process, • Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list), • Delivers high quality federal, state, and international tax compliance services, • Leads complex engagements with a team of tax professionals, • Manages the engagement, including billing, collections, and the budget for projects, • Builds and manages client relationships; assist in developing new clients and opportunities, • Ensures/Documents client work and conclusions in the client tax file Tax Consulting • Identifies, develops, recommends, and implements efficient and effective tax strategies Supervisory Responsibilities • Manages teams of Senior Managers, Managers, Tax Seniors, and Associates Education Qualifications, Knowledge, Skills and Abilities: • Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required, • Master’s Degree in Accounting or Taxation, preferred Experience • Ten (10) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required, • Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred, • Proficiency in the taxation of partnerships, preferred License/Certifications • CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required, • CFP or Masters in Tax, preferred Software • Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred, • Experience with tax research databases, preferred, • Proficient in tax compliance process software, preferred Language • N/A Other Knowledge, Skills, & Abilities • Superior verbal and written communication skills, • Ability to effectively delegate work as needed, • Strong analytical, research and critical thinking skills as well as decision-making skills, • Capacity to work well in a team environment, • Capable of developing and managing a team of tax professionals, • Ability to compose written tax advice, • Capable of effectively developing and maintaining client relationships, • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. California Range: $190,000 - $335,000 Colorado Range: $170,000 - $225,000 Illinois Range: $175,000 - $250,000 Maryland Range: $185,000 - $260,000 Massachusetts Range: $215,000 - $300,000 Minnesota Range: $170,000 - $250,000 New Jersey Range: $190,000 - $350,000 NYC/Long Island/Westchester Range: $230,000 - $350,000 Washington Range: $180,000 - $240,000 Washington DC Range: $190,000 - $300,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On • Welcoming diverse perspectives and understanding the experience of our professionals and clients, • Empowering team members to explore their full potential, • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities, • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs, • Focus on resilience and sustainability to positively impact our people, clients, and communities, • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!, • Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability #J-18808-Ljbffr

Grant Thornton (US) seeks a Financial Due Diligence Director to lead mid‑market advisory services across the transaction lifecycle, coordinating cross‑functional teams and international colleagues. You will manage engagements, drive diligence, and socialize findings with clients and management. The role emphasizes leadership, business development, and mentorship across varied industries, with up to 25% travel and a nationwide client base. A CPA or equivalent certification is preferred. #J-18808-Ljbffr

Job Description As a Financial Due Diligence Director you will focus on middle‑market transactions, serving dynamic organizations and providing a full range of advisory services to validate, optimize and create value for Grant Thornton | Stax Transactions. The role supports clients throughout the transaction lifecycle. • Lead buy‑side and sell‑side transactions for corporate clients, private equity groups, and commercial lenders., • Manage engagements throughout the transaction lifecycle and coordinate other Grant Thornton capabilities, leveraging cross‑functional teams and international colleagues as needed., • Serve as the day‑to‑day point person on engagements; lead meetings and calls with clients and target management., • Plan, execute, direct, and complete financial due diligence for financial and strategic buyers across a variety of industries., • Examine and analyze client data to identify key trends, quality of earnings adjustments, and net working capital impacts., • Draft reports to socialize findings around quality of earnings, net working capital, and business performance, including insights on key financial and business issues., • Manage client expectations concerning timing, progress, deliverables, deadlines, and lead change efforts effectively., • Develop and maintain strong client relationships., • Manage business development activities such as proposals, account teams, white papers, conferences, and other thought‑leadership material., • Work closely with engagement teams and partners to promptly identify and resolve client problems or issues., • Meet or exceed sales targets for new and follow‑on work., • Meet or exceed targeted billing hours (utilization)., • Manage, develop, train, coach, and mentor staff on projects and assess performance for engagement and year‑end reviews., • Lead and support business development activities, including identification, proposal development, and pursuit activities at clients., • Motivate others to perform at maximum efficiency without sacrificing quality of the services delivered., • Interview campus and/or experienced candidates., • Perform other duties as assigned., • Bachelor’s degree in Accounting or a related field required; advanced degree preferred., • Minimum 10 years of related work experience in a similar consulting practice or function servicing cross‑industry clients at a national level required., • Industry recognized professional certification required; CPA or related license/certification preferred., • Strong current knowledge of US GAAP, GAAS, SEC reporting, transaction advisory services, or mergers and acquisitions required., • Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice., • Strong leadership, business development, recruitment, training, and mentoring skills., • Excellent written, presentation, leadership, and interpersonal communication skills., • Travel as needed; expected travel is up to 25%. Base salary range: $223,514 – $279,393. Placement within the pay range is at Grant Thornton’s discretion and is based on factors such as job‑related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. Grant Thornton offers a comprehensive benefits package for employees, including medical, dental, vision, and retirement plans, as well as discretionary, annual bonuses based on individual and firm performance. For detailed benefit information, visit _. Compliance with reasonable accommodation, ADA policies, and equitable hiring practices are also provided. Grant Thornton is an equal employment opportunity employer. All personnel decisions are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, or other protected characteristics. Employees and applicants with disabilities may request reasonable accommodations. Diversity and inclusion efforts are ongoing, and applicants from underrepresented groups are encouraged to apply. Applicants in Los Angeles and Massachusetts are provided additional state‑specific accommodations as required by law. #J-18808-Ljbffr

Top 100 public accounting firm seeking experienced Tax Director (Trusts & Estates) to join their team! This Jobot Job is hosted by: Brittany Perry Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $220,000 - $270,000 per year A bit about us: Top 100 public accounting firm seeking experienced Tax Director to join their team! Why join us? Do you want to work on meaningful projects with no micromanagement? • Competitive Compensation!, • 401K w/matching!, • Stock Options!, • Best Benefits in the Industry!, • Accelerated Partner Track!, • Work/Home Balance!, • Flexible Spending Account!, • Continued Education!, • Positive Work Environment!, • Volunteer Opportunities!, • Fun Social Events! Job Details Qualifications • 7-10 years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research., • 2+ years' experience representing clients before taxing authorities., • A qualified applicant should have a strong working knowledge of fiduciary trust and estate income taxation, federal estate and gift taxation, as well as Washington estate taxation, • 1+ year experience supervising and directing work of tax preparers., • Bachelor’s degree in accounting required, master’s degree in taxation preferred., • Minimum of 40 hours of continuing education is required each year to maintain and develop technical and business skills., • Active CPA License, • Must be a member in good standing with the American Institute of CPAs. Supervisory Responsibilities: • Responsible for the development, coaching and training of senior, semi-seniors and staff accountants., • Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs., • Participates in reviews and evaluations of the tax department. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Hybrid schedule, flexibility/work life balance, Fully paid benefits!, 20-30% yearly bonus This Jobot Job is hosted by: Stephen Brainerd Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: Award-winning law firm focusing on Cryptocurrency Law, Tax Law, and Business Law. No matter your issue, you can count on our proven experience, our dedication to customer service, and our record of powerful results. Specializing in IRS, the FTC, state revenue boards, and corporate litigation opponents. Exceptional culture, uncapped growth potential, Incredible owner. If you have vision, and want to be part of something "truly" dynamic this is your opportunity. Position is Hybrid in nature currently offering 2 days/week remote (can and will grow into more). Why join us? ? The opportunity to be a key player and build your career at a rapidly expanding, in an exciting, emerging industry. ? 20-30% yearly bonus ? Generous vacation policy and paid sick days. ? Performance-based bonuses. ? Flexible work schedule with up to 2 days remote. ? Employer subsidized medical coverage ? Employee product and service discounts. ? Retirement plan with company match Job Details General Required Experience: ? Income tax preparation experience for individuals and businesses is preferred ? At least 2 years of Tax Management (80% Review, 20% Prep) ? Experienced in Preparation of Partnerships, S-Corps, C-Corps ? CPA or LLM Required Bonus Points for: ? Experience in using crypto tax software such as CoinTracking.info, ZenLedger, or Koinly is strongly desired. ? Blockchain and digital assets transactional knowledge. ? Knowledge of fintech payments, use of crypto ledgers and cryptocurrency required ? Entrepreneurial, consultative mindset. ? Resourceful, analytical, and able to work on multiple priorities. Responsibilities ? Perform crypto transaction import and account reconciliation for clients in CoinTracking or any other crypto software Prepare crypto tax reports for both individual and business clients. ? Assist in crypto related individual and business tax return preparation and/or review. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Growing Dealership | Competitive Base | Upwards Career Growth! This Jobot Job is hosted by: Lauren Lehman Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: Are you a dynamic, driven, and experienced accounting professional with experience in the Automotive industry? If so, we have a thrilling opportunity that might be the perfect fit for you. Our leading automotive dealership is currently seeking a Controller to join our fast-paced and innovative finance team. This role offers a unique opportunity to utilize your skills in a challenging and rewarding environment. As our Controller, you'll be the backbone of our financial operations, ensuring the smooth running of our multi-franchise dealership. Apply today to learn more! Why join us? • 401(k) matching, • Dental, Health, and Life insurance, • Employee assistance program, • Health savings account, • Paid time off, • Professional development assistance, • Vision insurance Job Details Responsibilities: 1. Overseeing the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives., 2. Coordinating the preparation of the company's budget and financial forecasts, and reporting variances., 3. Preparing and publishing timely monthly financial statements., 4. Ensuring quality control over financial transactions and financial reporting., 5. Managing and complying with local, state, and federal government reporting requirements and tax filings., 6. Developing and documenting business processes and accounting policies to maintain and strengthen internal controls., 7. Conducting the year-end close process, ensuring accurate and timely reporting., 8. Leading and directing ledger entries and reconciliations, account analysis, and intercompany transactions., 9. Working closely with operational teams to understand and ensure accuracy of all financial reporting., 10. Collaborating with external auditors to ensure successful audit results and compliance. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. A CPA or MBA is preferred., 2. Minimum of 5 years of experience in a similar role, preferably within the automotive industry., 3. Proven multi-franchise automotive experience., 4. Solid understanding of accounting processes and procedures, including ledger entries, year-end close, reconciliations, and GL., 5. Proficiency with accounting software and experience with a software system implementation., 6. Exceptional knowledge of finance, accounting, budgeting, cost accounting, and cost control principles, and Generally Accepted Accounting Principles (GAAP)., 7. Strong leadership skills with a dedication to driving and achieving results., 8. Excellent analytical abilities to manage large amounts of data., 9. Attention to detail and accuracy in performance., 10. Superior verbal and written communication skills. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Growing CPA Firm - Leadership and Development Accolades - Hybrid Environment 2-in 3-out This Jobot Job is hosted by: Dan Urbaniak Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $85,000 - $120,000 per year A bit about us: This role is with a growing CPA/Accounting firm in the Western Philly suburbs with leaders who have been recognized with a number of awards received from NAIOP and PICPA. Why join us? This organization has a diverse team who know how to have fun but also support their clients. Immediate hire, someone who want to have flexibility to work some days from home, earn a high income, and develop their careers down the management path, work is important but not everything in life we are looking for people attracted to our culture who want to be here for the long term! Job Details Client Management: • Serve as primary client contact, building trust and providing exceptional service, • Conduct client meetings to gather tax information and discuss strategies, • Identify and offer tailored tax solutions and savings opportunities, • Tax Compliance and Preparation, • Prepare and review tax returns for diverse entities (businesses, individuals, trusts), • Analyze financial data to maximize deductions, credits, and incentives, • Stay current with tax law changes to ensure compliance Research and Analysis: • Conduct complex tax research and interpret regulations, • Analyze tax implications of business transactions, • Prepare technical memos and recommendations, • Team Collaboration, • Collaborate across practice areas, • Mentor junior staff, • Contribute to a positive work environment Qualifications • Bachelor's in accounting/finance; CPA preferred, • 3+ years tax/accounting experience, • Comprehensive tax law knowledge, • Proficient in tax software and Microsoft Office, • Strong communication and analytical skills, • Ability to manage multiple priorities Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy