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

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

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

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

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

\n The opportunity\n Delaware North is hiring a Senior Internal Auditor, Technology and Controls to join the internal audit team. In this role, you will direct and execute audits across corporate functions, technology systems, and subsidiary unit locations that include food and beverage operations at sports venues, national parks, restaurants, and gaming venues across the US, UK, Australia, and New Zealand. In addition to performing operational control audits over corporate functions and unit locations, you will perform IT control risk assessments, data risk assessments, and IT general controls testing. You will also participate in the completion of control surveys, continuous auditing, and remediation plan validations under the supervision of a lead auditor or manager. \n \n This role is based out of Delaware North corporate headquarters in Buffalo, NY, and candidates must be within a commutable distance. \n\n\n Pay\n Minimum – Anticipated Maximum Base Salary: $66,500 - $89,900 / year \n\n\n In addition to base salary, we offer an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. The advertised pay range represents what we believe at the time of this job posting, that we would be willing to pay for this position. Only in special circumstances, where a candidate has education, training, or experience that far exceeds the requirements for the position, would we consider paying higher than the stated range. Information on our comprehensive benefits package can be found at https://careers.delawarenorth.com/benefits/. \n\n\n What we offer\n At Delaware North, we care about our team members' personal and professional journeys. These are just some of the benefits we offer: \n \n • Medical, dental, and vision insurance\n, • 401(k) with up to 4% company match \n, • Annual performance bonus based on level, as well as individual, company, and location performance\n, • Paid vacation days and holidays\n, • Paid parental bonding leave\n, • Tuition and/or professional certification reimbursement\n, • Generous friends-and-family discounts at many of our hotels and resorts\n \n\n\n What will you do?\n \n • Participate in audits from planning through report issuance and complete assigned work in accordance with audit methodology, standards, and timelines \n, • Lead process walkthroughs with management to document risks and controls and develop testing approaches aligned with sampling requirements \n, • Evaluate internal controls and identify audit issues by clearly documenting risks, impacts, and root causes \n, • Facilitate discussions with management regarding audit findings, remediation plans, and timely resolution of open issues \n, • Maintain workpapers, risk assessments, findings, and remediation activity within the Optro system \n, • Partner with stakeholders to assess business and technology risks, strengthen control expectations, and align audit outcomes with strategic priorities \n, • Design and execute continuous auditing and system reviews using data analytics, automated scripts, and dashboards to evaluate key risks, change management, user access, and role permissions \n \n\n\n More about you\n \n • Bachelor’s degree in accounting, internal audit, business administration, finance, or a related field\n, • Minimum of 3 years of experience performing independent control testing in an internal audit, public accounting, or risk and compliance capacity\n, • Knowledge and experience in auditing IT general controls, with general awareness of the NIST cybersecurity controls framework\n, • Industry-related certification such as CISA, CIA, CPA, or other relevant certification is beneficial\n, • Strong analytical skills, problem-solving, and ability to think critically\n, • Team-oriented with a positive attitude to collaborate with other auditors and coach auditors when needed\n, • Strong communication skills to lead discussions with management and collaborate with relevant stakeholders to discuss observations and recommendations\n, • Experience with using audit management systems or integrated risk management systems\n, • Experience leveraging data analytics or continuous monitoring activities to analyze risk\n, • Strong MS Office skills required. Experience with Tableau, Power BI, or other analytics tools preferred\n \n\n\n Physical requirements\n \n • Flexibility to travel - approximately 20% per year\n, • Able to work a hybrid schedule - 4 days per week in the office\n \n\n\n Shift details\n M-F \n\n\n Who we are\n\n\n Our business is all about people, and that includes you. At Delaware North, you’re not just part of a team — you’re part of a global legacy: a family-owned company with 100+ years of history behind it. Our operations span the world, offering you unique paths to growth and success. \n Who says you can’t love where you work? With jobs in iconic sports arenas, stunning national parks, exciting casinos, and more, we pride ourselves on giving the world great times in great places. And whether you’re interested in restaurants, hotels, sports, gaming, operations, or retail, part-time or full-time, we’re invested in helping you achieve your career goals. \n Together, we’re shaping the future of hospitality — come grow with us! \n\n\n Delaware North, along with its subsidiaries, is an equal opportunity employer, showcasing job opportunities and considering applicants for all positions without regard to race, color, religion, sex, gender identity, national origin, age, disability, protected veteran status, sexual orientation, or any other legally protected status. \n\n \n$66,500 - $89,900 / year

The Opportunity: In this position, you will work in a collaborative environment and experience a team approach to serving clients while developing direct relationships. As an associate in the assurance department, you will be encouraged and supported to learn and grow personally and professionally. This role will provide the opportunity to develop organizational skills, to commence review and evaluate fieldwork, while beginning to take an active role in working directly with clients. This position is expected to start in June 2027. A Closer Look At The Role: • Understands and applies generally accepted accounting principles, generally accepted auditing standards, and principles of internal accounting control, standards for review & compilations, • Demonstrates the ability to prepare financial statements, • Demonstrates ability to provide neat, complete, and organized workpapers using the firm’s technology, • Keeps informed of current technical developments and pronouncements, • Demonstrates ability to effectively use the firm’s technology, including MS Office and other software Qualifications • Bachelor or master’s degree in accounting and/or finance, • 1 year of professional work experience preferred, • Ability to work collaboratively with others, • Active pursuit of CPA and/or CPA certification supported What We Can Offer You: • Competitive salary, • Time: MMB+CO offers 16 paid holidays, a separate vacation package + unlimited sick time, • Dress for your day, • Mentor program, • Professional development opportunities, • CPA Exam Reimbursement with up to a $25,000 bonus, • Paid Professional Dues and Licenses, • Comprehensive medical, dental and vision benefits, • 401 K & Profit-sharing plans, • Firm events that provide fun ways to socialize with your colleagues Get To Know Us: At MMB+CO, our focus is on the here and now. It is this forward-thinking, client centered approach that has guided the Firm since inception. Under the leadership of our Managing Partner Mark Kovaleski, MMB+CO has over 200 employees with locations in Canandaigua, Elmira, Latham, Rochester, and Queensbury. Our deep-rooted culture is comprised of dedicated and hard-working professionals who want to make a difference in the communities we serve. MMB+CO is one of the most respected and successful accounting firms in the region and is proud of our commitment to our clients and our people.

The ideal candidate for this senior accountant position will have substantial exposure to monthly closing processes, forecasting and budgeting, and financial reporting. They will be organized and approach each issue with an analytical mindset. Responsibilities • Ensure business transactions are reported in accordance with generally accepted accounting principles, • Work closely with team members to assist with the month-end close, • Assist with the annual audit process including the draft of the financial statements and related notes, • Research and analyze expense variances for company management Qualifications • 5+ years' of professional accounting experience, • Bachelor's degree in Accounting, Finance, or Economics or equivalent experience, • CPA preferred

DeJoy and Co. CPAs is partnering with a local Industrial Distribution Company in search of a new Director of Finance to join their leadership team and play a key role in the financial management and continued growth of the employee-owned company. This is more than a traditional accounting leadership position. The Director of Finance will oversee accounting, financial reporting, budgeting, forecasting, cash flow, working capital, internal controls, and financial analysis while serving as a trusted business partner to executive management. What You'll Do Financial Leadership & Reporting • Lead the accounting and financial reporting functions., • Ensure accurate and timely monthly, quarterly, and annual financial statements., • Maintain strong accounting policies, procedures, internal controls, and financial records., • Partner with outside CPAs and accounting professionals on annual review and year-end activities. Budgeting, Forecasting & Analysis • Lead annual budgeting and forecasting processes., • Maintain forecasts for sales, gross profit, expenses, EBITDA, cash flow, and working capital., • Analyze budget-to-actual and prior-year results and communicate the reasons behind significant variances., • Develop financial models and scenario analyses to support strategic business decisions. Cash Flow & Working Capital • Oversee cash flow, liquidity, and working-capital management., • Develop cash flow forecasts and identify opportunities to improve cash conversion., • Analyze accounts receivable, accounts payable, inventory, and customer and supplier payment terms. Inventory & Profitability • Monitor inventory investment, turns, aging, excess and obsolete inventory., • Analyze profitability by customer, product, business unit, salesperson, branch, and other relevant categories., • Partner with sales, purchasing, and operations to improve profitability and working-capital utilization., • Support pricing and contract decisions with financial analysis. ESOP Leadership • Serve as a primary financial resource for the company's Employee Stock Ownership Plan (ESOP)., • Coordinate and support the annual ESOP valuation process., • Work with the ESOP trustee, valuation firm, accountants, attorneys, and other advisors., • Help management understand the relationship between financial performance, enterprise value, and long-term value for employee-owners. Banking, Financing & Compliance • Maintain banking and lending relationships in partnership with executive management., • Monitor debt, interest rates, financial covenants, and liquidity requirements., • Coordinate tax matters with outside professionals., • Support tax compliance, audits, notices, and other regulatory requirements. Leadership & Business Partnership • Provide meaningful financial reporting and analysis to executive management and the Board of Directors., • Develop and monitor key financial performance indicators., • Partner with sales, purchasing, operations, Human Resources, and executive leadership., • Lead, develop, and support the accounting and finance team., • Identify opportunities to improve financial systems, processes, reporting, and automation. What We're Looking For • Bachelor's degree in Accounting, Finance, Business Administration, or a related field., • Significant progressive accounting and financial management experience., • Previous management or leadership experience within an accounting or finance function., • Strong understanding of financial statements, accounting, cash flow, working capital, inventory, budgeting, forecasting, and financial controls., • Strong analytical and financial modeling skills., • Advanced Excel skills and experience with ERP and financial reporting systems., • Experience working with banks, auditors, accountants, insurance professionals, and other outside financial advisors., • Strong communication, judgment, leadership, and organizational skills., • Ability to translate complex financial information into practical business recommendations. Preferred Qualifications • CPA, CMA, MBA, or similar advanced qualification., • Experience in distribution, manufacturing, industrial supply, or another inventory-intensive business., • ESOP experience. The Ideal Candidate We're looking for a proactive financial leader who is equally comfortable ensuring the books are accurate and sitting with executive management to discuss profitability, cash flow, inventory, and working capital. In an ESOP environment, this role also carries an important responsibility: helping protect and grow long-term enterprise value for the company's employee-owners. Salary Range: $115,000-$150,000 based on experience

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner. JOB DUTIES • Serves as the primary point of contact for wealth management clients, • Assist in the creation, delivery, execution and management of complex financial plans, • Increases market share in their local market, • Maintains a positive attitude and willingness to adapt in a rapidly changing environment, • All other duties as assigned REQUIRED EXPERIENCE / QUALIFICATIONS • CFP® • Series 65 (or equivalent), • 7 years financial services experience including direct sales with investment clients • Solid knowledge and ability to present complex financial topics to clients, • Ability to handle highly detailed work with a great degree of accuracy, • Bachelor’s degree, preferably in a related field such as finance, business or marketing PREFERRED EXPERIENCE / QUALIFICATIONS • 10 or more years financial services experience to including direct sales with investment clients, • Graduate degree consisting of JD, MBA or CPA TECHNICAL SKILLS • Proficiency in MS Word, Excel and PowerPoint, • Understanding of mobile operating systems such as Android or IOS, • Ability to adapt and integrate new technology quickly Salary Range: $150,000+

The Company Our client, a locally owned public accounting firm in Rochester NY, is looking to add a Tax Manager to their growing team. This position is a great career opportunity for an experienced accounting professional. The firm is comprised of dedicated accountants who understand the importance of building strong, lasting relationships with their clients. They believe that by truly getting to know what’s important, they can offer their clients accounting guidance that aligns with both immediate needs and future goals. The Opportunity As a privately owned firm, they focus solely on providing expert accounting solutions — from meticulous tax planning and preparation to insightful business consulting and financial reporting. The experienced team brings deep knowledge and a commitment to excellence in each client relationship. They are dedicated to three underlying principles: professionalism, responsiveness, and quality. The main responsibilities of the role include the following: • Review tax returns and the work of the accounting staff, ensuring accuracy, compliance, and completeness & provide feedback to staff, • Business entity and complex personal tax return preparation, • Manage workloads and delegate tax work to staff. Monitor tax deadlines to ensure preparedness, • Perform assessments and offer solutions to clients, • Oversee various project-based work, • Conduct research and planning then make recommendations to partners and clients, • Identify and recommend new business opportunities for the firm, • Business development and managing client relationships, • Provide assistance to partners on project-based work, • Act as a resource for interns and tax staff & establish good working relationships with all staff members Requirements The successful candidate will possess the following: • Bachelor's degree in accounting, • Minimum of 5 years’ experience in the accounting field, • CPA designation, preferred, • Knowledge of CCH Axcess and Quickbooks Online software, preferred, • Strong knowledge of federal and state regulations, • Strong computer skills including Microsoft 365 and the ability to assimilate new programs, • Strong work ethic and team player, • High degree of professionalism and the ability to deal sensitively with confidential material, • Strong interpersonal communication skills including verbal and written, • Desire to develop and build client relationships, providing a positive client experience as well as to foster the overall growth of the firm At this time, the good faith estimate of the annual base salary range for this position is $80,000 to $125,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience and skill level. If you are interested in learning more about this role, please apply with your resume to annette@straussgroup.com

Job Description JOB TITLE: Chief Finance & Operations Officer (CFOO) POSITION GRADE: 98 DEPARTMENT/PROGRAM: Executive Leadership Team (ELT) SUPERVISOR: President/CEO FLSA: Exempt SALARY RANGE: $120,000 - $170,000 (commensurate with education and experience) JOB SUMMARY: Under the general direction of the President/CEO, the Chief Finance & Operations Officer (CFOO) is responsible for: • Directing the fiscal functions of the agency in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, the Securities and Exchange Commission, and other regulatory and advisory organizations., • Providing strategic and operational leadership for finance, facilities operations, and information technology departments. This includes a focus on compliance, strategy, and continuous quality improvement in alignment with the Sanctuary Model and the agency’s commitment to Diversity, Equity, Inclusion, and Belonging (DEIB)., • Partnering with the President/CEO, other Executive Leadership Team (ELT) members, Operational Leadership Team (OLT) members, and community stakeholders in all aspects of finance, facilities, and technology functions. The CFOO must possess a holistic understanding of the culture, programs, practices, and operations of Villa of Hope (VOH) and the nonprofit behavioral health industry and apply that understanding to provide strategic and operational leadership in alignment with overall Mission, Vision, strategy, business plans, and objectives, while also meeting the daily operational needs of assigned departments. The CFOO must be able to adapt to a continually evolving environment and thrive in a fast-paced and deadline-oriented workplace. This positon is a pivotal part of the Executive Leadership Team (ELT), guiding crucial decisions and leading the execution of those decisions. The CFOO will work closely with ELT to creatively design innovative program offerings, strategic partnerships, and contracting/negotiating payments for programs and services in order to support the Agency’s progress toward Vision, including impact on Social Determinants of Health. Successful CFOO leadership requires a deep understanding of strategy and operations of behavioral health programs and services, an insatiable appetite for solving anticipated and unanticipated challenges, a commitment to continually developing one’s own leadership skills and those of their teams, and a demonstrated track record as a competent relationship-builder who can partner with others to further the Agency’s Mission and Vision. The CFOO must be comfortable in a target-driven environment and work to overcome any barriers that would prevent targets being met. ESSENTIAL DUTIES/RESPONSIBILITIES: • Cultivates the desired organizational culture of integrated Sanctuary Model and DEIB in all aspects of essential functions and performance of duties., • Leadership and oversight of: Finance (including billing, accounts receivable and payable, insurance, credentialing, and payroll); Facilities Operations (including buildings and grounds, purchasing, and cooks); and Information Technology departments/teams., • Plans, develops, organizes, implements, directs and evaluates the organization's fiscal function and performance., • Evaluates the finance division structure and team plan for continual improvement of the efficiency, effectiveness and succession planning of the group. Provides individuals with professional and personal growth with emphasis on opportunities of staff., • Oversees contract management and credentialing for billing purposes. Negotiate contracts and agreements with third parties., • Provides oversight on overall agency insurance contracts., • Ensures monthly close process is timely, streamlined and produces effective reports to be shared with management., • Responsible for the oversight of all financial audits (ex: Annual Financial and 401K) by working closely with the auditing firm and finance team. Ensures high standard of internal controls., • Participates in the development of the Agency’s plans and programs as a strategic partner., • Evaluates and advises on the impact of long-range planning, introduction of new programs/strategies and regulatory action., • Provides timely and accurate analysis of budgets, financial reports and financial trends in order to assist the President/CEO, the Board and other senior executives in performing their responsibilities., • Enhances and/or develops, implements and oversees policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the Agency., • Provides technical financial advice and knowledge to others to education and strengthen financial operational leadership and accountability as appropriate for all leadership positions in the organization., • Continual improvement of the budgeting process through education of department managers on financial issues impacting department budgets., • Provides strategic financial input and leadership on decision making issues affecting the organization; i.e., evaluation of potential alliances acquisitions and/or mergers and pension funds and investments., • Optimizes the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position., • Develops a reliable cash flow projection process including improvements in revenue cycle management and reporting mechanism that includes minimum cash threshold to meet operating needs., • Be an advisor from the financial perspective on any contracts into which the corporation may enter., • Responsible for acquisition, renovation, disposal, leasing, and management of all Villa of Hope properties., • Board Committees: Finance/Audit (lead agency liaison). Foundation Board (member). IT Advisory (ELT sponsor to Director of IT lead agency liaison). Others as requested., • Participates and represents Villa of Hope on boards, committees, and task forces as assigned, as well as external speaking engagements, conference panels, trainings, etc. to advance the Villa of Hope Mission & Vision., • Performs other duties as requested by the President/CEO. EDUCATION: Bachelor’s Degree; CPA and/or MBA preferred. EXPERIENCE: • 5-8 years of experience as a senior financial leader required., • Experience as a Chief Financial Officer and/or responsibility for a budget of at least $10-15M preferred., • Experience in a senior financial-management role, partnering with executive staff, resulting in the development and implementation of creative financial management strategies preferred., • Experience in, or knowledge of, non-profit accounting, including sophisticated fund and grant funding, compliance, and reporting preferred. SKILLS: • Commitment to ethical standards, PQI (Performance Quality Improvement) and operational excellence, • Able to successfully navigate within varying degrees of ambiguity in a fast-paced environment, • Superior strategic and operational analysis and problem-solving skills, • Consultation and negotiation skills, • Results/action-orientation; project management skills., • Business Acumen, • Highly developed communications skills (written/verbal) and interpersonal savvy, • Global & Cultural Awareness, • Leadership and Relationship Management (ability to work with and influence others across the organization and in the community)., • Highly developed management and leadership skills; proven organizational development and strategic planning skills., • Demonstrated skills in leading and motivating staff and teams to reinforce efforts. PHYSICAL DEMANDS: • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions., • The following lists physical demands an employee will perform on a regular basis: standing, walking, sitting, bending, stooping, squatting, kneeling and climbing. Must be able to perform a variety of tasks, climb stairs, move throughout the building, work cooperatively in a team environment and quickly respond to emergencies., • The physical demands described here are representative of those that must be met by an employee to successfully complete TCI trainer certification training: the ability to drop repeatedly to knees, twist and turn, exert oneself physically at an intense level, and support another adult’s weight. Travel: Occasional and mostly within NYS.

Job DescriptionDescription: About Us: Salzman Group Inc. (Whole Latte Love) is a family-owned business based in Rochester, New York and the fastest-growing e-commerce retailer of luxury espresso machines, coffee, and specialty coffee accessories. For more than 25 years, we have been passionate about helping customers create café-quality coffee experiences at home through exceptional products, education, and customer support. Our company has been recognized nationally, being named one of America’s Fastest Growing Online Shops by Statista, America’s Best Online Shops 2026, and America’s Best Customer Service 2024–2026 by USA Today. We foster a collaborative, team-oriented environment focused on innovation, accountability, and growth, while creating opportunities for our employees to develop and succeed. Position Description: The Digital Advertising Specialist is a positive, detail-oriented, organized individual who is experienced, self-motivated, and able to switch directions quickly while keeping pace with our workflow. This position will be tasked with planning, building, monitoring, and optimizing paid advertising campaigns that support Whole Latte Love’s e-commerce goals, product launches, promotions, brand campaigns, and customer acquisition efforts. This is a hands-on role for someone who is already proficient in digital advertising platforms and can confidently manage campaigns across Google, Meta, Pinterest, Reddit, and press/media advertising opportunities. Strong problem solving skills, a proactive approach to challenges, excellent communication skills, and the ability to work collaboratively with the team will be necessary to be successful. In this full-time position, you will work closely with the marketing team, creative team, content team, and leadership. *Candidates should be prepared to discuss past campaign experience, platform proficiency, reporting examples, and how they have used paid advertising to support e-commerce growth. Requirements: Job Responsibilities: • Building, managing, and optimizing paid advertising campaigns across Google Ads, Meta Ads, Pinterest Ads, Reddit Ads, and other relevant digital advertising platforms, • Managing paid search, shopping, display, remarketing, paid social, community-based advertising, and prospecting campaigns, • Planning campaigns around Whole Latte Love promotions, product launches, seasonal sales, vendor priorities, brand initiatives, and evergreen customer acquisition goals, • Creating and maintaining campaign structures, audience segments, keyword strategies, product feeds, ad groups, subreddit/community targeting, creative tests, and budget pacing, • Monitoring campaign performance regularly and making adjustments based on data, customer behavior, promotion timing, inventory needs, and business priorities, • Tracking key e-commerce advertising metrics including ROAS, CPA, CPC, CTR, conversion rate, AOV, revenue, and customer acquisition cost, • Reviewing campaign performance daily to identify questions, issues, opportunities, and next steps needed to move projects forward, • Working with the creative and content teams to request, review, and refine ad creative based on platform best practices and campaign goals, • Supporting press, media, sponsored content, paid editorial placements, and other paid advertising opportunities when they align with the brand and customer audience, • Collaborating with the team to identify advertising opportunities around major product categories, vendor brands, new launches, seasonal shopping moments, enthusiast communities, and competitive sale periods, • Preparing clear performance reports, campaign recaps, and recommendations for the marketing team and leadership, • Helping identify what is working, what is underperforming, and where the team should shift spend, creative, messaging, or targeting, • Keeping a pulse on current digital advertising trends, platform changes, privacy updates, e-commerce best practices, and competitor activity within, but not limited to, the coffee industry, • Maintaining organized campaign notes, reporting documents, budgets, timelines, and performance recaps Perks of the position: • Modern office setting, • Competitive compensation based on experience, • Competitive health and dental insurance plans, • 401(k) plan with (Company contribution after 1 year), • Vacation time, sick time, and paid holidays, • Fully stocked kitchen and beverages available for employees, • DoorDash DashPass membership, • Employee discounts on espresso machines, coffee, and accessories, • Opportunity for long-term growth within a rapidly expanding company and specialty coffee industry, • Hands-on exposure to premium espresso equipment and coffee products, • Work alongside a passionate, knowledgeable team within the coffee industry

Job DescriptionAbout the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. Company Overview: Bowers Accountants & Advisors Powered by CURRENT stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPA’s G400, we have moved to the Top 200 Firms nationwide, earning the No. 165 ranking inside Public Accounting's (IPA) 2026 IPA 500 list. We maintain a robust reputation grounded in integrity, professionalism, and unparalleled expertise. We proudly boast an extensive array of specialties and maintain a strategic presence with offices located in Syracuse, Rochester, Ithaca, and Watertown. Committed to delivering innovative solutions, we empower our clients to navigate intricate financial landscapes and attain their distinct financial objectives while serving private and closely held businesses with strategic advice for over 40 years. Whether traditional Tax and Audit, Client Accounting Advisory Services, Business Valuation, Accounting/Bookkeeping, Forensic Accounting, or Financial Planning Services, our approach is to master an in-depth knowledge of our clients with innovative analysis and recommendations to build and maintain net growth. Nationally, we maintain a robust reputation grounded in integrity, professionalism, and unparalleled expertise. Job Summary: Responsible for accurately preparing and filing state and federal tax documents. In addition, tax managers develop tax strategies and policies that help the client or business maintain compliance with local and federal tax laws and regulations. Requirements: Responsible for client relationships within their area of expertise for clients assigned to them Experience to direct the work of staff employees Will provide on-the-job training and make presentations to internal teams Provide professional audit and accounting, and/or tax service to assigned clients. Manages several responsibilities in the face of competing priorities, including staffing requirements, visiting clients for planning and scheduling with the partner, and monitoring progress of engagements in relation to budgets and due dates Represent clients before regulatory agencies. Meet with assigned business clients and large individual tax clients at least annually, and/or provide direct fieldwork on audit engagements Supervise engagement planning and monitor progress of engagements in relation to budgets and due dates. Qualifications: Solid years of experience and proven track record in public accounting. CPA required Meet with assigned business clients and large individual tax clients at least annually, and/or provide direct fieldwork on audit engagements. Ensure proper billing procedures are followed Provide professional audit and accounting, and/or tax services to assigned clients. Represent clients before regulatory agencies. Excellent consulting skills — develops an understanding of client businesses and uses this knowledge to help diagnose needs/opportunities and suggest solutions. All other duties as assigned by the hiring manager Salary: $ 100,000-$120,000.00 DOE plus Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic. Compensation Range: $80K - $120K

Job Description THIS POSITION IS FULL REMOTE UNLESS YOU ARE LOCATED IN THE NYC METRO AREA. Regional CPA firm seeks an experienced Audit Senior – Non-profit to add to the growing team! Position will report to the Audit Manager.

Job DescriptionAbout the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. Bowers Accountants & Advisors (Powered by Current!) is committed to attracting, developing, and retaining the best people and interns across our firm and business service groups. Bowers Accountants & Advisors is looking for highly motivated, collaborative, and results-oriented Interns who thrive in a fast-paced environment to join our tax team for the 2027 Tax Internship Season! Tax internships are in the Spring season (February - April 15th) We offer flexibility for hours regarding a student's schedule Bowers Accountants & Advisors is not able to accommodate any type of Sponsorship Responsibilities Be a part of our Tax team and learn the business of Tax Plan and prepare Tax services as shared by our Tax Staff Collaborate with our Tax Accountants for further support and learning tools Become familiar with and effectively utilize software in assigned areas. Communicate concise and accurate project status updates Key Objectives Approach daily responsibilities with the Bowers’ mission and client-centric philosophy in mind. Learn about Tax processes and policies Professional nature and communication skills Develop the ability to identify, understand, and address accounting issues. Actively participate in firm outings and activities as able. Qualifications Active enrollment and a major in Accounting or Finance Interest in pursuing a career in public accounting Preferably pursuing the 120-150 credit-hour academic requirement toward CPA eligibility Strong organizational, problem-solving, and analytical skills Proficiency with Microsoft Office Suite "Bowers" is the brand name under which Bowers & Company CPAs, PLLC and Bowers Advisors, LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Bowers Advisors, LLC is not a licensed CPA firm. Bowers & Company CPAs, PLLC is a licensed CPA firm that provides attest services, and Bowers Advisors, LLC and its subsidiary entities provide tax and advisory services. View full disclosure. In addition, please note this email may contain confidential and privileged information that may not be disclosed or used by anyone other than the addressee. Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Job DescriptionAbout the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. Bowers Accountants & Advisors (Powered by Current!) is committed to attracting, developing, and retaining the best people and interns across our firm and business service groups. Bowers Accountants & Advisors is looking for highly motivated, collaborative, and results-oriented Interns who thrive in a fast-paced environment to join our Audit team for the 2027 Tax Internship Season! Audit internships start after college students are back home We offer flexibility for hours regarding a student's summer schedule Bowers Accountants & Advisors is not able to accommodate any type of Sponsorship Bowers Internship Summary: Committed to attracting, developing, and retaining the best people across our firm and business service groups. Bowers Accountants Advisors is looking for highly motivated, collaborative, and results-oriented interns who thrive in a fast-paced environment to join our team for Summer 2027! Responsibilities Familiarity and ability to learn accounting and corporate finance principles and procedures Ability to multitask, prioritize, and organize efficiently Ability and willingness to maintain confidentiality Become familiar with and effectively utilize software for Auditing Communicate status updates to managers/supervisors as needed Key Objectives Approach daily responsibilities with the Bowers’ mission and client-centric philosophy in mind. Learn the audit process: information gathering, client follow-up, preparation, and completion. Develop the ability to identify, understand, and address accounting issues. Strengthen written and verbal communication skills with clients and colleagues Participate in firm outings and activities as able. Qualifications Active enrollment and a major in Accounting, Business, or Finance (Junior standing or above is preferred) Interest in pursuing a career in public accounting Interested in meeting the college requirement towards CPA eligibility Strong organizational, problem-solving, and analytical skills Proficiency with Microsoft Office Suite Onsite locations: Syracuse, New York, United States Rochester, New York, United States · Watertown, New York, United States Ithaca, New York, United States Schedule: Part-time- Seasonal Internship - Minimum of 10 hours a week Internship will end in the August timeframe Pay: $20.00-$30.00/hour Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Job DescriptionAbout the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. At Bowers Accountants & Advisors, Powered by CURRENT, we believe that great business decisions are powered by understanding the numbers behind the business. Our Client Accounting and Advisory services (CAAS) are built to provide modern, dynamic solutions for businesses that want to thrive. As a proud member of the AICPA’s G400, we have moved to the Top 200 Firms nationwide, earning the No. 165 ranking inside Public Accounting's (IPA) 2026 IPA 500 list. We maintain a robust reputation grounded in integrity. As a forward-thinking, not-your-typical CPA firm, we have offices in Syracuse, Rochester, Watertown, and Ithaca, New York. Job Summary: Client Accounting and Advisory Services (CAAS) offers outsourced accounting services, including full-service CFO Advisory Services; controller, bookkeeping, vendor bill processing and payment, customer invoicing, payroll processing and tax reporting, and sales tax preparation. If you’re ready to be part of a team that’s focused on delivering practical, high-impact solutions, we’d love to talk to you. Here, you’ll collaborate with innovative thinkers and help businesses make the most of their financial and accounting opportunities. In this role, you will be a member of our CAAS group accountable for providing Senior Accountant-level accounting services, including processing payables and receivables, and various other accounting operations for assigned clients. Bowers is unable to hire candidates with any current or requests for future sponsorships. Requirements: Oversee and manage responsibilities of assigned CAAS transactional staff Ensure completeness and accuracy of all transaction processing performed by CAAS transaction staff Perform monthly accounting reconciliations of bank and general ledger accounts for assigned clients Manage month-end close for assigned clients Assist with development of financial budgets Prepare and analyze financial reporting Assist in preparing proposals for CAAS services Participate in marketing events Qualifications: B.S degree in Accounting or equivalent work experience Minimum of 5 years experience in accounting with 2 years supervisory experience Experience with QuickBooks preferred Proficiency in Microsoft Office Suite, specifically Word, Excel, and PowerPoint Excellent communicator Have a high level of attention to detail and accuracy Strong organizational, problem solving and analytical skills Able to manage priorities and workflow Commitment to excellence and high standards Salary: $80,000.00 - $100,000 DOE Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic. Compensation Range: $80K - $100K

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 are looking for a dynamic Audit professional with management experience to support our commercial audit practice. We offer tremendous growth and development opportunities to assist with both your personal and professional goals. Are you ready for a new challenge? If you are interested in working in a vibrant firm with stimulating assignments and growth potential, this is an opportunity for you. This would be a Principal/Partner career track opportunity. We are not your typical CPA Firm we truly recognize and value our employees’ balance between work and life. Location: This is a full-time hybrid position in our office located at 300 Clinton Square, Rochester, NY. *For most of our positions at Insero, one can work in the office every day or in a hybrid structure/up to 3 days at home based on workload/office needs. *Our office is located in the heart of downtown Rochester. There is easy access to great restaurants and events, and featured amenities such as collaboration spaces, game room and firm paid for underground parking in a secure garage. We also have comfortable break rooms fully stocked with complimentary drinks and snacks. Responsibilities: · Serving as Manager on audit engagements for commercial financial statement audits and employee benefit plan audits. That includes conducting a review of the work papers prior to Partner review, to ensure that auditors properly carried out the procedures assigned to them; that the programs and conclusions are properly completed; and that the documentation of the audit or review work conforms to Firm standards. · Plans and controls assignments, organize resources, develop people and proactively solves problems and makes timely decisions. · Evaluating all technical steps in order to complete and review work papers with Partners. · Reviewing financial statements, notes, schedules, and management letters as needed. · Reporting test conclusions that impact on the audit plan, i.e., where insufficient assurance is obtained to meet the audit strategy. · Informing the Engagement Partner regarding any audit and accounting difficulties that you may experience with an assignment/task that could affect our scheduled deadline. · Reviewing and evaluating the internal controls and preparing the audit program and time budget. · Conducting a review of the work papers prior to partner review, to ensure that the accountants properly carried out the procedures assigned to them, that the programs and conclusions are properly completed and that the documentation of the audit or review work conforms to Firm standards. · Supporting Partners through maintaining a good working relationship with client personnel and other team members and demonstrating an awareness of the client's business. · Listens to clients, anticipates their needs, adapts to client priorities/agenda, plans accordingly. · Articulates client issues/opportunities to client service team and client; ability to communicate technical issues and conclusions in a non-technical manner. · Dedicates time to coaching Staff/Seniors/Supervisors through on-the-job training. Conducting timely performance appraisals for the accountants assigned to work with you. Requirements Education and Experience Requirements: Minimum of a Bachelor of Science in Accounting and a CPA license is required. MBA/Master’s degree is preferred. Managers normally have a minimum of 6+ years’ experience as an auditor working within public accounting (or equivalent experience as deemed appropriate by the firm). Managers also should possess 3+ years leading/supervising audit engagements. Experience working on audits for clients in the commercial sector (business services, real estate, manufacturing, etc.) is highly preferred. Qualified candidates should also have excellent communication skills, self-confidence, and be self-motivated and capable of working productively in a professional environment. Must be conscientious, detailed-oriented and have excellent organizational skills. Solid knowledge of spreadsheet and database applications is required; experience with financial/accounting software applications is a plus. People Management/Relationships Qualities: ü Treats everyone with respect ü Builds trust and engagement with staff, recognizes contributions, and creates an environment where team members feel supported and comfortable asking questions. ü Successfully adapt to different personalities and working styles ü Regularly coaches, develops, and provides feedback to team members; identifies development opportunities and helps employees build technical and leadership skills. ü Delegates work appropriately based on employee experience, capacity, and development needs; balances workload across the team. ü Communicates clearly with team members, provides context around assignments, and ensures employees understand priorities and expectations. ü Sets clear expectations, establishes accountability, keeps the team aligned, and creates a positive, collaborative engagement environment. ü Hold self-accountable; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Benefits Salary Information: In the spirit of pay transparency, we are excited to share the starting base pay range for an Audit Manager-Senior Manager is $95,000 - $135,000 annually. Please keep in mind that this range is base pay only and does not consider other components that make up the total rewards package for the position such as eligibility to receive bonus incentives. This range is a reasonable estimate of the current salary range for this position. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and/or education and geographic location. It is not typical for a candidate to be hired at or near the top of the range for their role and compensation decisions are dependent on the capabilities and experience of the candidate. Incentives, if any, depend on various factors, including, without limitation, individual and firm performance. Manager Bonus Program: Managers are eligible for an annual bonus based on individual performance and firm profitability. The firm targets a bonus range of 5% of base salary for achieving all goals and up to 10% for exceeding goals. Benefits: We offer competitive salaries, an outstanding paid time off program (5 weeks), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer paid parking, Mgmt. bonus program, a variety of different medical plan options along with opt-out dollars if you do not need medical coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals. At Insero, we’re committed to transforming the employee experience, beyond industry standards to enable you to build your ideal career. Let us show you how life at Insero is different: • We offer excellent advancement opportunities as well as advisor and mentor programs., • We invest heavily in training and technology., • We focus on flexibility, with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remote., • We serve a wide variety of clients and offer many compliance and consulting services, giving our team members opportunities to explore different areas of practice., • There are also many opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion. Firm Overview: Insero is an accounting and business advisory practice serving businesses, nonprofits, governmental entities, and individuals throughout New York state. One of our core values is that we are Passionate about People. We don’t just talk about our values, we live them. That’s why we’ve consistently been recognized as a best place to work! The Insero Way – Our culture is guided by our core values and motivates result-orientated associates. Our values form the foundation of our daily practices. We believe great teams are built on shared values: Be Passionate about People, Deliver Excellence, Grow to New Heights, and Go Further Together. If these speak to you, we encourage you to apply! • Ranked the #4 Best Company to Work For in New York in the Medium Companies category (State, NYS-SHRM and Best Companies Group) 2026. In 2024 & 2025 we ranked #1, ranked #3 in 2023 and again #1 in 2022., • Best Accounting Firms to Work For (National, Accounting Today and Best Companies Group) 2012-2025, • #1 Best Accounting Firm, Reader Rankings (Local, Rochester Business Journal) 2024-2026, consistently ranked since joining in 2018.

Job DescriptionDescription: Job Summary: Reporting to the University Controller, the Senior Accountant maintains the general ledger of the University. The Senior Accountant will accurately and timely classify and record revenues, expenditures, assets, liabilities and net assets of the University in the with and without donor restricted categories, while also performing a reasonable level of transactional work in the purchase and payables areas. In addition, the Senior Accountant will handle other general accounting related matters of the University, as well as endowment operations, various data reporting requirements and assistance with the preparation of the annual audit, along with the monthly reporting package. Job Responsibilities: GENERAL: • Assist Controller and CFO in maintaining information systems and procedures necessary to maintain adequate fiscal controls, internal controls, and GAAP accounting compliance, • Oversight of general ledger structure and reconciliation, • Train finance and non-finance colleagues on relevant policies and procedures, • Oversee month-end closing process to ensure its accuracy GENERAL LEDGER MAINTENANCE • Responsible for accuracy of general ledger structure and data, • Supervise input of data in the general ledger, including data feeds, journal entries, Seminary allocations, payroll and benefit accounting, and so on, • Maintain controls over the chart of accounts and capital projects ACCOUNTS PAYABLE • Assist with efficient processing of accounts payable, including department assistance with purchase orders, and resolution of issues between departments and vendors when necessary, • Maintain and oversee departmental expenditure approval structure, • Ensure accurate account distribution for accounts payable REPORTING • Assist in review of monthly reporting and analysis of accounts receivable balances and bad debt reserve, • Assist with the required data submissions (IPEDS, MSCHE, CIC, etc.), • Assistance with other financial reporting as requested TREASURY FUNCTIONS • Analyze, review, document, and/or execute drawdowns from student aid programs as necessary, • Oversee maintenance of endowment and charitable gift annuity records, • Coordinate with Advancement and assist with the classification of donations and periodic release from restriction, • Review (and ensure timely preparation of) cash and investment reconciliations, • Assist Controller with cash flow monitoring and forecasting AUDIT & TAX REPORTING • Assist with preparation for successful and efficient external audits of the University, Seminary, Housing Development Foundation, Retirement Plan, NCAA procedures, charitable gift annuity portfolio, and others as required, • Review Forms 990, Prepare forms 1099, sales tax and other tax compliance forms as required INDUSTRY KNOWLEDGE • Maintain current working knowledge of technical accounting and industry compliance and regulatory requirements, and ensure compliance therewith, • Maintain industry connections for collaboration and benchmarking, • Assist with and consult on any ERP upgrade/implementations as needed, helping to craft and mold existing SOPs into new processes, reports, and system integration OTHER • Ensure all activities related to Finance meet Federal, State, Local and College standards, • Other duties as assigned, including backup for the Staff Accountant and Cashier role Approved salary for this position is: $70,000.00- $85,000.00/annuallyRequirements: Qualifications: • Education, • Bachelor’s Degree in Accounting, • CPA, MBA not required but preferred, as this role a potential succession plan to the Controller or other leadership roles at the University, • Experience, • Minimum 5 years of experience in related roles is required, • Not-for-profit experience is preferred, though not required, • Higher education experience preferred, • Knowledge, • Thorough working knowledge of GAAP accounting., • Knowledge of tax law (not-for profit / higher education environment) helpful., • Strong understanding of computerized accounting systems, working knowledge of word processing, spreadsheet, and database computer applications, • Experience tracking capital expenditures, fixed assets, and cash flows a plus, as the complexity in these areas continues to grow at Roberts, • Budgeting, forecasting, and reporting also a plus, as this role a back-up for the Budget Manager and works closely to report on actuals vs budget vs the forecast Leadership Qualities: • Forward and creative thinker who can cast a vision to reach ambitious goals, with excellence and integrity, • Ability to advance ideas from plans to results, • Sets an example for continual improvement, • Persuasive advocate for departmental needs while successfully working cross-departmentally, • Addresses and resolves problems and conflict promptly, in a God-honoring way, • Makes and communicates difficult decisions firmly and graciously, • Earns respect and establishes rapport with colleagues, • Embraces diversity within the body of Christ Personal Competencies: • Strong analytic skills and focus on complete, accurate and timely deliverables, • High attention to detail, with a strong controls focus, • Collaborative and a team player, • Ability to meet deadlines and manage multiple priorities, including project oriented coupled with transactional, • Proactive, bias for action and issue resolution, • Strong oral, written, and interpersonal communication skills

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

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

Job Description Director of Finance and Administration Rochester, New York Insero Talent Solutions is recruiting for an experienced, hands-on Director of Finance and Administration to join a well-established, privately held organization in the Greater Rochester/Finger Lakes region. This is an exciting opportunity for a finance leader who enjoys operating at both the strategic and tactical levels, partnering closely with executive leadership, and driving financial performance across a dynamic, multi-department organization. The Director of Finance will oversee the organization's financial operations, accounting, reporting, budgeting, forecasting, cash flow management, and internal controls. Beyond traditional accounting responsibilities, this individual will serve as a trusted business partner to operational leaders, helping translate financial data into meaningful insights that support informed decision-making and long-term organizational success. The ideal candidate brings a strong foundation in accounting and financial management, paired with a continuous improvement mindset and the ability to identify opportunities to streamline processes, enhance systems, and create operational efficiencies. This is a highly visible leadership opportunity for someone who enjoys rolling up their sleeves, developing a small team, and making a meaningful impact across an organization. Responsibilities Financial Leadership & Business Partnership • Serve as a strategic financial partner to executive leadership and ownership, providing financial insight, analysis, and recommendations to support business performance and long-term planning., • Oversee the organization's overall financial health, ensuring accurate reporting, sound financial controls, and effective management of financial resources., • Partner closely with operational and departmental leaders to evaluate financial performance, identify trends, and support business decisions., • Translate complex financial information into clear, actionable insights for individuals with varying levels of financial expertise., • Participate in leadership meetings, presenting financial results, highlighting opportunities and risks, and helping drive organizational strategy., • Balance high-level financial planning with hands-on involvement in day-to-day accounting and operational activities. Financial Reporting & Accounting Operations • Oversee the preparation and analysis of monthly, quarterly, and annual financial statements, including income statements, balance sheets, and cash flow reporting., • Manage the general ledger, account reconciliations, journal entries, and month-end and year-end close processes., • Ensure the accuracy, completeness, and integrity of financial data across departments and systems., • Develop and maintain effective accounting policies, procedures, and internal controls., • Monitor financial performance, investigate variances, and identify opportunities to improve accuracy, efficiency, and reporting capabilities., • Coordinate with external accounting partners on tax, audit, and compliance-related matters. Budgeting, Forecasting & Financial Analysis • Lead the annual budgeting process, ongoing forecasting, and financial planning initiatives in partnership with executive and departmental leadership., • Work collaboratively with department leaders to develop budgets, monitor performance, and evaluate financial results., • Provide guidance and education to operational leaders, helping strengthen their understanding of budgeting, forecasting, and financial accountability., • Prepare financial models, variance analyses, and management reports to support strategic and operational decision-making., • Analyze labor expenses, operating costs, revenue trends, and key performance indicators to identify opportunities for improved profitability and efficiency., • Support capital expenditure planning and evaluate the financial impact of proposed investments and business initiatives. Cash Flow & Treasury Management • Oversee cash management, banking relationships, liquidity planning, and treasury-related activities., • Develop and maintain cash flow forecasts to support both immediate operational needs and longer-term financial planning., • Monitor the organization's cash position and provide leadership with regular reporting, analysis, and recommendations., • Evaluate and improve payment processes, including opportunities for automation and enhanced efficiency., • Support financial planning related to capital investments, operating requirements, and other organizational priorities. Systems, Process Improvement & Operational Oversight • Evaluate and enhance financial systems, accounting processes, and reporting practices to improve efficiency, accuracy, and scalability., • Identify opportunities to streamline workflows, reduce manual processes, and improve data integration across accounting, payroll, and operational systems., • Drive improvements in general ledger mapping, financial reporting, and internal controls while identifying opportunities for automation and system optimization., • Oversee purchasing, vendor management, expense controls, and related financial operations., • Partner with department leaders to monitor spending, evaluate costs, and identify opportunities for operational efficiencies., • Maintain effective internal controls and ensure financial compliance across accounts payable, accounts receivable, cash management, payroll, and related functions. Team Leadership & Development • Lead, mentor, and develop a small accounting and purchasing team, fostering accountability, collaboration, and continuous improvement., • Provide hands-on guidance and support while ensuring appropriate coverage, cross-training, and consistency in financial processes., • Build strong relationships across departments and serve as an approachable financial resource to operational leadership., • Promote a culture of financial accountability, proactive problem-solving, and data-driven decision-making. Qualifications • Bachelor's degree in Accounting, Finance, Business Administration, or a related field required., • CPA or MBA, preferred., • 7+ years of progressive accounting and finance experience, including financial reporting, budgeting, forecasting, and financial operations, including prior experience as a Controller, Director of Finance, Senior Finance Manager, or similar financial leadership capacity preferred., • Strong technical accounting foundation with demonstrated experience managing general ledger activities, financial statements, reconciliations, and internal controls., • Experience with financial planning and analysis, including budgeting, forecasting, cash flow management, and operational performance reporting., • Demonstrated success identifying and implementing process improvements, particularly related to financial systems, reporting, automation, and workflow efficiencies., • Advanced Excel skills and proficiency with accounting and financial reporting software; experience with system implementations, integrations, or optimization initiatives highly valued., • Experience leading or mentoring accounting professionals and working collaboratively with cross-functional teams., • Strong communication and presentation skills, with the ability to explain financial information and provide actionable guidance to non-financial stakeholders., • Highly organized and detail-oriented, with strong analytical skills and a proactive approach to problem-solving., • Comfortable operating in a lean team environment that requires both strategic leadership and direct involvement in accounting activities., • Experience within a multi-department, operationally complex, or service-oriented business environment is beneficial.

Job Description Role and Responsibilities: The Assistant Controller role requires a strong accounting background, as well as strong analytical and reporting skills. This position works independently to provide analysis and accounting support using Generally Accepted Accounting Principles. Maintains internal accounting practices/procedures and internal controls designed to safeguard the assets of the organization and verify the integrity of financial information. This position reports to the Controller and is responsible for accounting activities of multiple legal entities. Essential Functions • Responsible for day to day accounting activities for all legal entities of the organization as required., • Manages month end closing activities, ensures accuracy of journal entries to include multi-entity allocations and inter-company transactions as required., • Assists Controller with preparation of accurate P&L statements, Balance Sheet and Cash Flow Statements, • Provides strong customer service and communicates with a variety of internal and external stakeholders as required., • Establishes and maintain financial compliance requirements, including with payment sources as required., • Proactively raises issues and problem solve for issues with direct or indirect financial impact, • Assists Controller in financial audit and cost reporting, • Support additional assignments as needed Education Requirements • Bachelor’s Degree in Accounting, Finance or Business required, CPA preferred. Qualifications and Requirements • Minimum five (5) years of professional accounting experience required., • Expert knowledge of accounting and financial principles, regulations and best practices, • Knowledge of health care regulations and financial requirements a plus., • Financial fluency, including creating, preparing, and interpreting financial statements and reports, • Experience in annual budget planning and preparation, • Experience with financial analyses, including margin and variance analyses, cost center review, department profitability and ROI., • Experience in delivering and reviewing financial statements with executives, • Highly effective interpersonal, verbal and written communication skills., • Strong ability to communicate financial information to non-financial team members to assist them in meeting the financial goals of the company., • Ability to leverage new technologies as necessary Working Environment The Assistant Controller is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as light work: • Light work - Exerting up to 20 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Light work involves sitting most of the time. Physical Requirements The following is a description of the physical requirements on a daily basis for the Assistant Controller. While performing the duties of the job the employee is regularly expected to: • Stand, • Sit, • Hear, • Walk, • Talk, • Stoop or kneel, • Repetitive motion This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Job Description At Bowers Accountants & Advisors, Powered by CURRENT! we believe that great business decisions are powered by understanding the numbers behind the business. Our Client Accounting and Advisory services (CAAS) are built to provide modern, dynamic solutions for businesses that want to thrive. As a proud member of the AICPA’s G400, we have moved to the Top 200 Firms nationwide, earning the No. 165 ranking inside Public Accounting's (IPA) 2026 IPA 500 list. We maintain a robust reputation grounded in integrity. As a forward-thinking not-your-typical CPA firm, we have offices in Syracuse, Rochester, Watertown, and Ithaca, New York. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. Job Summary: Client Accounting and Advisory Services (CAAS) offers outsourced accounting services, including full-service CFO Advisory Services; controller, bookkeeping, vendor bill processing and payment, customer invoicing, payroll processing and tax reporting, and sales tax preparation. If you’re ready to be part of a team that’s focused on delivering practical, high-impact solutions, we’d love to talk to you. Here, you’ll collaborate with innovative thinkers and help businesses make the most of their financial and accounting opportunities. In this role, you will be a member of our CAAS group accountable for providing Senior Accountant-level accounting services, including processing payables and receivables, and various other accounting operations for assigned clients. Bowers is unable to hire candidates with any current or requests for future sponsorships. Requirements: • Oversee and manage responsibilities of assigned CAAS transactional staff, • Ensure completeness and accuracy of all transaction processing performed by CAAS transaction staff, • Perform monthly accounting reconciliations of bank and general ledger accounts for assigned clients, • Manage month-end close for assigned clients, • Assist with development of financial budgets, • Prepare and analyze financial reporting, • Assist in preparing proposals for CAAS services, • Participate in marketing events Qualifications: • B.S degree in Accounting or equivalent work experience, • Minimum of 5 years experience in accounting with 2 years supervisory experience, • Experience with QuickBooks preferred, • Proficiency in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, • Excellent communicator, • Have a high level of attention to detail and accuracy, • Strong organizational, problem solving and analytical skills, • Able to manage priorities and workflow, • Commitment to excellence and high standards Salary: $80,000.00 - $100,000 DOE

Job Description Doeren Mayhew is the 36th largest U.S. tax, assurance and advisory firm headquartered in Troy, Michigan with over 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you. We are seeking an experienced Senior HR Solutions Consultant to support multiple clients across a variety of industries. This role is responsible for advising clients on human resources best practices, strengthening HR processes, and implementing or optimizing HR information systems. The ideal candidate is a trusted HR advisor who thrives in a multi-client environment. This individual must be able to balance multiple client engagements, develop practical and customized solutions, and build strong relationships with client leaders and HR teams. The salary range for this position is $90,000 to $100,000 annually, based on experience and qualifications. Responsibilities: • Collaborate with clients to assess their human resources needs, identify opportunities for improvement, and develop customized HR strategies and recommendations., • Provide ongoing HR advisory services across areas such as policy development, employment law compliance, employee relations, performance management, talent acquisition, and workforce planning., • Develop, review, and update employee handbooks, workplace policies, procedures, job descriptions, and other HR-related documentation., • Advise clients on employee relations matters, including performance concerns, workplace investigations, corrective action, conflict resolution, and employee separations., • Design and execute HR initiatives related to performance management, employee engagement, talent acquisition, onboarding, retention, succession planning, and leadership development., • Lead or support change management and organizational development initiatives designed to improve business performance, employee engagement, and organizational effectiveness., • Manage and optimize HR information systems and support efficient, accurate, and consistent HR processes., • Provide training and ongoing support to client leaders and HR teams to maximize the effectiveness of HR systems, tools, policies, and processes., • Manage multiple client engagements and HR projects simultaneously, including establishing project plans, coordinating deliverables, monitoring deadlines, and communicating progress., • Analyze HR data and trends and develop reports, insights, and recommendations to support clients’ workforce planning and strategic decision-making., • Stay current on federal, state, and local employment laws, regulations, HR trends, and emerging best practices., • Identify potential compliance concerns or organizational risks and provide clients with practical recommendations to address them., • Build trusted client relationships by providing responsive, thoughtful, and business-focused HR guidance., • Partner with internal team members and subject-matter experts to ensure clients receive consistent, comprehensive, and high-quality service. Qualifications • Bachelor’s degree in Human Resources, Business Administration, Organizational Development, or a related field., • Five to seven years of progressive human resources experience., • At least two years of HR consulting, outsourced HR, professional services, or multi-client experience preferred., • Broad knowledge of HR best practices, including employee relations, talent management, performance management, policy development, organizational development, and employment law compliance., • Experience advising leaders on complex or sensitive employee relations and workplace matters., • Strong knowledge of federal, state, and local employment laws and regulations., • Experience implementing, configuring, or optimizing HR information systems., • Ability to prioritize and manage multiple client engagements, deadlines, and deliverables., • Excellent written and verbal communication skills, including the ability to explain complex HR matters clearly and practically., • Strong interpersonal and consulting skills, with the ability to build trust and credibility with client leaders, employees, and HR professionals., • Sound judgment, discretion, and the ability to handle confidential and sensitive information., • Strong analytical, critical-thinking, and problem-solving skills., • Ability to work independently while collaborating effectively with internal and client teams. Preferred Qualifications • Professional in Human Resources (PHR), Senior Professional in Human Resources (SPHR), SHRM Certified Professional (SHRM-CP), or SHRM Senior Certified Professional (SHRM-SCP) certification., • Experience supporting clients across multiple industries, organizational sizes, or geographic locations., • Experience with HR data analysis, metrics, dashboards, and workforce reporting., • Experience facilitating leadership training, employee development programs, or organizational change initiatives., • In-depth knowledge of current HR trends, emerging employment practices, and workplace compliance requirements. Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law. "Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.

Job Description Audit Manager Rochester, NY About Us DeJoy and Co. CPAs, RLLP is a mid-sized regional Accounting firm dedicated to providing exceptional client service while fostering a collaborative, growth-focused environment. Our team values integrity, continuous learning, and building long-term client relationships. Position Overview We are seeking an experienced Audit Manager to lead client engagements, manage audit teams, and deliver high-quality assurance services. The ideal candidate is both technically strong and people-focused, capable of mentoring staff while maintaining strong client communication. Key Responsibilities • Manage multiple audit engagements across industries, ensuring compliance with professional standards., • Review financial statements and deliver insights to clients., • Supervise, train, and mentor staff and senior auditors., • Maintain strong client relationships and identify opportunities for additional services., • Coordinate engagement planning, budgeting, and reporting., • Stay current with technical and regulatory standards (GAAP, GAAS, PCAOB, etc.). Qualifications • CPA license required., • Bachelor's degree in Accounting or related field., • 5–8+ years of progressive audit experience in public accounting., • Strong technical knowledge of auditing and accounting standards., • Proven leadership, project management, and client communication skills. What We Offer • Competitive salary and performance-based bonuses., • Comprehensive benefits (health, dental, vision, 401(k), etc.)., • Professional development and CPE support., • Clear career progression to Senior Manager/Partner track., • A collaborative culture that values work-life balance. How to Apply Please submit your resume to HR Manager, Megan Lanning, megan.lanning@teamdejoy.com

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 Senior Tax Accountant/Supervisor We are looking for dynamic Tax professionals with Business/Corp Tax experience to join our growing team. We offer tremendous growth and development opportunities to assist with both your personal and professional goals. Are you ready for a new challenge? If you are interested in working in a vibrant firm with stimulating assignments and growth potential, this is the opportunity for you. We are not your typical CPA Firm, we truly recognize and value our team members and balance between work and life. Location: Rochester, NY office. *Work where you do your best work. At Insero, you can choose to be in the office daily or work in a hybrid schedule of up to 3 remote days per week, depending on workload and office needs. *Our office is located in the heart of downtown Rochester. There is easy access to great restaurants and events, and featured amenities such as collaboration spaces, game room and firm paid for underground parking in a secure garage. We also have comfortable break rooms fully stocked with complimentary drinks and snacks. Department Overview: The Rochester Tax practice at Insero is not a high volume 1040 practice but is instead a tax practice focusing on complex tax compliance and projects within Fortune 500 companies as well as tax consulting across small and middle market companies including: multi-state, multi-national, real estate, manufacturing (amongst other industries) companies. Majority of our small business clients are in the 1-10 million sales volume and middle market practice are closely held businesses in the 20 million – 200 million+ sales volume many of which have global and multi state issues. Summary: Senior Tax Accountant will be responsible for the timely completion of tax compliance and consulting engagements including preparation and/or review of tax returns, research memos, estimates, extensions, and notices. *Seeking candidates who have tax experience working on either Middle and/or Large Company Tax clients - (experience with clients who have annual revenues in the 25-400 million range) Responsibilities: · Preparing difficult business returns. · Reviews tax returns/work files for completeness, accuracy and compliance; communicates with and trains staff on areas needing improvement. · Monitors tax deadlines to ensure that returns are prepared on a timely basis; communicates with managers during the preparation process to identify any tax issues needing addressing and to pull jobs so that they reach the technical review stage timely. · Performs tax research and helps train staff to do the same; schedules annual tax research training session for all tax staff. · Understanding and completing the steps in conducting research projects; preparing written conclusions, subject to Manager or Principal review. · Assisting audit and accounting staff with non-complex tax questions. · Understanding tax accruals. · Responding to IRS or state tax notices. · Training interns/staff to be able to prepare effective responses to tax notices and reviews for accuracy and supervising workflow of Tax Accountants/Interns on less complex returns. · Identifying problems and opportunities for research or work other than compliance. Requirements Education and Experience Bachelor's degree (Masters in Tax is a plus) in accounting is required, a CPA license is a plus; along with a minimum of 3 years tax experience within a public accounting firm. Qualified candidates will have experience with all different entity types. Ideal tax experience servicing middle market and/or large company clients with a background in Partnerships, S Corporations, and C Corporations. Have a working knowledge of Paperless systems such as GoFileRoom and tax software such as Caseware & ProSystems. Have a professional demeanor with excellent communication skills. Enjoy working with people and understand the importance of nurturing and building the firm's clientele. Be ethical, conscientious, detail oriented, and well organized. Salary Information: In the spirit of pay transparency, we are excited to share that the base pay range for this position is $72,000 - $95,000 annually. Please keep in mind that this range is base pay only and does not consider other components that make up the total rewards package for the position such as eligibility to receive discretionary spot bonus incentives. This range is a reasonable estimate of the current salary range for this position. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and/or education and geographic location. It is not typical for a candidate to be hired at or near the top of the range for their role and compensation decisions are dependent on the capabilities and experience of the candidate. Incentives, if any, depend on various factors, including, without limitation, individual and firm performance. Create your next chapter with Insero. We’re growing—across our services, our teams, and our impact. If you’re ready for new challenges, meaningful client relationships, and the opportunity to shape your own career path, this is your chance to do it with a firm that truly walks the talk on culture. Insero is a leading accounting and business advisory firm serving clients across New York State. Our core value—Be Passionate About People—guides everything we do. Our culture is authentic, supportive, and recognized. Awards & Recognition: • #4 Best Company to Work For in New York - 2026 (ranked #1 in 2025 & 2024, 2022), • Best Accounting Firms to Work For (2012–2025), • #1 Best Accounting Firm & Most Innovative Workplace (2025 & 2024, Rochester Business Journal) Benefits We offer competitive salaries, an outstanding paid time off program (4-5 weeks based on level), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer paid parking, spot bonus program, CPA bonus, a variety of different medical plan options along with opt-out dollars if you do not need medical ins coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals. At Insero, we’re committed to transforming the employee experience, beyond industry standards to enable you to build your ideal career. Let us show you how life at Insero is different: · We offer excellent advancement opportunities as well as advisor and mentor programs. · We invest heavily in training and technology. · We focus on flexibility, with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remote. · We serve a wide variety of clients and offer many compliance and consulting services, giving our team members opportunities to explore different areas of practice. · There are also many opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion.

Job Description Senior Tax Advisor – Fully Remote $120,000–$150,000 Base + Bonus | 50-Hour Busy Seasons | Advisory Focus If you're an experienced tax professional who enjoys working directly with clients but is tired of spending every busy season buried in compliance work, this opportunity is worth a conversation. We're partnering confidentially with a growing finance firm that has built its tax practice differently. Located in the Midwest. A dedicated preparation team handles much of the compliance work, allowing senior professionals to focus on tax strategy, planning, and client relationships. Why Consider This Role? • Fully remote, • $120,000–$150,000 base salary, depending on experience, • Quarterly profit-sharing bonus, • Busy seasons designed around approximately 50 hours per week, • True advisory role rather than compliance management, • Established portfolio of approximately 50–60 client relationships, • CPE, licensing, and advanced tax training coveredWhat You'll Do You'll serve as the primary tax advisor to business owners and high-net-worth clients, helping them make smarter tax and financial decisions throughout the year. Responsibilities include: • Proactive tax planning and strategy, • Multi-year projections and scenario modeling, • Entity structure and owner compensation planning, • Retirement, real estate, and equipment-related tax strategies, • Multi-state tax considerations, • Business acquisitions and ownership transitions, • Leading client meetings and coordinating strategy implementation, • Mentoring developing tax professionalsWho We're Looking For, • 5–10+ years of public accounting tax experience, • CPA/EA required, • Strong experience with closely held businesses and/or HNW clients, • Comfortable owning client relationships and leading advisory conversations, • Professional-services experience is highly desirable This is an excellent fit for someone who wants to stay in public accounting while moving away from the traditional 70-hour, compliance-heavy busy season model. Interested? Confidential inquiries encouraged. If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. joey@solidrockrecruiting.com (605) 601-4597

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 DescriptionClient Accounting Services Senior ManagerRemote | East Coast CPA & Advisory Firm If you’re a CAS leader who wants the opportunity to build something, develop people and help business owners make better decisions, we should probably talk. Benaiah Consulting Group has been engaged by a highly respected, people-first CPA and advisory firm to identify a Client Accounting Services Director for an established and growing practice. This isn’t a turnaround situation. The foundation is already there with nearly $2M in recurring revenue, an established team of 11+ professionals, a growing client base, and strong support from firm leadership. The firm is looking for a leader who can take an already successful CAS practice to the next level, with greater emphasis on advisory, consulting, strategic insight, and deeper client relationships. For the right person, there is also a clearly defined path toward partnership. The Opportunity The firm isn’t looking for someone to simply inherit a book of clients and keep things moving. They’re looking for someone who wants to help shape what a modern CAS and advisory practice should look like over the next several years. As Director, you’ll lead and develop the people already serving clients while helping the firm continue evolving from traditional outsourced accounting toward a more proactive advisory model. The idea is pretty simple. Clients don’t just need someone to tell them what happened last month. They need someone who can help them understand why it happened, what it means for their business and what they should consider doing next. The firm’s clients range from emerging businesses to established organizations generating $25M+ in annual revenue. Many of those owners need more than accurate financials. They need someone who can help them understand what is happening with cash flow and margins, identify the KPIs that actually matter, think through hiring and investment decisions, understand where profitability may be slipping and develop a clearer picture of where the business is headed. This Director will help build the people, processes, technology and advisory framework that allow the CAS team to have more of those conversations. The goal isn’t simply to deliver more services. It’s to become more valuable to the client. Developing the Team A significant part of this opportunity is developing managers, seniors and staff who can grow beyond executing accounting work and become increasingly confident client advisors. That means coaching people to ask better questions, communicate financial information clearly, recognize opportunities to add value and build stronger relationships with the entrepreneurs they serve. You’ll also help create the accountability, career development, workflows and operating structure necessary to scale the practice without sacrificing the client experience. The goal isn’t to create a practice dependent upon one great Director. It’s to build a team of people capable of creating value for clients. Advisory, Technology and the Future of CAS The firm believes technology, automation, and AI will continue changing how accounting work gets performed, and it sees that as an opportunity. As routine work becomes increasingly automated, human judgment, curiosity, communication, business acumen and trusted relationships become even more important. You’ll help evaluate where technology can remove friction, improve visibility, create capacity and allow the team to spend more time doing work that matters to clients. That may include better reporting and dashboards, automation, cloud-based platforms, AI-enabled workflows, forecasting tools and other emerging technologies. Technology, however, isn’t the strategy. Creating better client outcomes is. Growing the Practice There is significant opportunity to continue expanding the firm’s advisory capabilities, including outsourced CFO and controller advisory, forecasting and scenario planning, cash flow strategy, KPI development, profitability analysis, management reporting, strategic financial planning and operational consulting. You’ll work alongside firm leadership to determine where the greatest opportunities exist and how those services should be positioned, priced, delivered and scaled. This role isn’t about turning the Director into a salesperson. Growth should come from building deeper relationships, identifying opportunities to solve additional problems for existing clients, developing referral relationships, and helping build a reputation - both internally and externally - that attracts the right businesses. Who We’re Looking For We’re less interested in finding someone who checks every box on a traditional job description and more interested in finding the right kind of leader. Someone who understands accounting but thinks beyond accounting. Someone who can sit across from a business owner, listen carefully, ask thoughtful questions, understand the story behind the numbers and help that owner make better decisions. Someone who enjoys developing people, is willing to challenge the status quo when there is a better way and sees technology as leverage rather than a threat. You’ll likely bring 8+ years of progressive experience within public accounting, CAS, outsourced accounting, advisory, or a closely related environment, along with meaningful leadership and client-facing experience. Experience with modern cloud accounting and financial technology platforms is valuable. A CPA is strongly preferred, but it isn’t the defining characteristic of the person we’re trying to find. Leadership, advisory capability, curiosity, business acumen and the ability to build trusted relationships matter more. This Could Be a Great Fit If... You’ve helped build or lead a CAS practice and believe the profession will continue moving toward advisory. You enjoy talking with entrepreneurs as much as you enjoy understanding their financials. You get genuine satisfaction from developing people. You want the autonomy to influence how a practice operates without building one from scratch. And you’re interested in earning your way into something bigger than another Senior Manager/Director title. This Probably Isn’t Your Role If... You prefer staying behind the scenes reviewing work rather than engaging with clients. You view CAS primarily as bookkeeping, accounting production and month-end close. You’d rather protect existing processes than question whether there is a better way. Or you’re looking for another Director job rather than an opportunity to help build and influence a practice. Compensation and Long-Term Opportunity The anticipated base salary range is $160,000 to $210,000, depending on experience and the value you bring to the role. The overall compensation structure also includes performance incentives tied to leadership and practice growth. For the right leader who can develop people, deepen client relationships, expand advisory capabilities, and help grow the practice, the firm has a clear pathway to partnership. Let’s Have a Conversation Sometimes the best career opportunities aren’t about leaving something bad. They’re about recognizing when you’ve outgrown what you can currently influence. If you’ve been thinking about what CAS should become, how advisory should really be delivered or what you might build if someone gave you the platform and support to do it, this may be worth a conversation. Benaiah Consulting Group is conducting this search confidentially. No résumé required to start the conversation.

Job Description This is a remote position. Transaction Advisory Services Director Location & Flexibility (remote/hybrid) Rochester, NY — 300 Clinton Square *Work where you do your best work. Remote/Hybrid option available for this position. With one living outside of Rochester, NY, we would request travel to our Rochester, NY office 1x/every quarter. We are seeking an experienced TAS professional to help us build and lead our Transaction Advisory team. As a key growth member of our team, you'll work with clients across a range of industries, to support M&A transactions, financial due diligence, and complex deal-related accounting matters. This role is highly project-oriented and will focus on quality of earnings analysis, financial statement assessment, and transaction execution support across the deal lifecycle. The position offers significant exposure to buy-side and sell-side diligence engagements, including analyzing target company financials, identifying key risks and adjustments, and supporting clients in making informed investment and transaction decisions. You will also contribute to technical accounting considerations arising from transactions, including business combinations, revenue recognition, and other judgmental areas impacting deal outcomes. The ideal candidate brings a strong background in financial reporting, technical accounting, and analytical review, with experience in transaction advisory, due diligence, or M&A support. This individual thrives in a fast-paced, deal-driven environment, is comfortable working with large and complex data sets, and is motivated to deliver insights that drive value for clients. Responsibilities • Lead financial due diligence efforts for buy-side and sell-side transactions, including quality of earnings (QoE), working capital, and net debt analysis, identifying key risks, trends, and deal considerations., • Analyze target company financials, including historical earnings, cash flow sustainability, and balance sheet exposures, to support valuation and transaction structuring., • Evaluate non-recurring items, EBITDA adjustments, and accounting policies to assess normalized performance and potential deal impacts., • Support clients through the entire transaction lifecycle, including diligence, deal execution, and post-close integration considerations., • Serve as a strategic advisor on transaction-related accounting matters, including purchase accounting, revenue recognition implications, debt modifications, and lease considerations., • Lead the preparation of due diligence reports, financial analyses, and key findings presentations for clients, private equity sponsors, and other stakeholders., • Coordinate and manage data room activities, including reviewing financial information, responding to diligence requests, and interfacing with client management teams., • Collaborate with cross-functional teams (Transaction Advisory, Audit, Tax, and other Advisory practices) to deliver integrated deal support and insights., • Assist in evaluating financial forecasts, business plans, and key value drivers to assess reasonableness and identify upside/downside risks., • Support post-transaction activities, including purchase price allocation, opening balance sheet assessments, and integration-related accounting considerations., • Maintain strong client relationships, serving as a key point of contact throughout the diligence and transaction process. Contribute to other accounting and advisory engagements as needed., • Collaborate cross-functionally with Audit, Tax, and other Advisory practices to deliver integrated solutions and identify additional client service opportunities. Requirements Education and Experience 10+ years of experience in transaction advisory, financial due diligence, or technical accounting, preferably with a mix of public accounting and corporate experience. • Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred., • Strong understanding of GAAP with the ability to apply accounting guidance in a transaction context., • 6+ years of direct experience with quality of earnings analysis, or M&A-related projects is required., • Advanced analytical skills with the ability to interpret complex financial data and identify key deal risks and adjustments., • Proven ability to manage multiple concurrent transactions in a fast-paced, deadline-driven environment., • Excellent communication skills, with the ability to present findings and insights clearly to clients and deal stakeholders., • Strong attention to detail and commitment to delivering high-quality, client-ready deliverables., • High energy, adaptability, and a strong desire to work in a dynamic, client-oriented environment., • Flexibility and openness to work on a variety of assignments, industries, and roles. Salary Information: In the spirit of pay transparency, we are excited to share that the base pay range for this position is $125,000 - $140,000 - $170,000 annually. Please keep in mind that this range is base pay only and does not consider other components that make up the total rewards package for the position such as eligibility to participate in our annual Management bonus program and our Management Incentive grant program. This range is a reasonable estimate of the current salary range for this position. Actual compensation is influenced by a variety of factors, including but not limited to skills, experience, qualifications, and/or education and geographic location. It is not typical for a candidate to be hired at or near the top of the range for their role and compensation decisions are dependent on the capabilities and experience of the candidate. Incentives, if any, depend on various factors, including, without limitation, individual and firm performance. Create your next chapter with Insero. Insero is a New York-based accounting and business advisory practice focused on the manufacturing and distribution, construction and real estate, professional services and non-profit sectors. Our practice serves private clients as well. One of our core values is that we are Passionate about People. We don’t just talk about our values, we live them. That’s why we’ve consistently been recognized as the best place to work! The Insero Way – Our culture is guided by our core values and motivates result-orientated associates. Our values form the foundation of our daily practices. We believe great teams are built on shared values: Be Passionate about People, Deliver Excellence, Grow to New Heights, and Go Further Together. If these speak to you, we encourage you to apply! Awards & Recognition: • #4 Best Company to Work For in New York - 2026 (ranked #1 in 2025 & 2024, 2022), • Best Accounting Firms to Work For (2012–2025), • #1 Best Accounting Firm & Most Innovative Workplace (2025 & 2024, Rochester Business Journal), • #4 Best Places to Work for Career Growth Benefits We offer competitive salaries, an outstanding paid time off program (5 weeks based on level), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer paid parking, spot bonus program, CPA bonus, a variety of different medical plan options along with opt-out dollars if you do not need medical ins coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals. At Insero, we’re committed to transforming the employee experience, beyond industry standards to enable you to build your ideal career. Let us show you how life at Insero is different: • We offer excellent advancement opportunities as well as advisor and mentor programs., • We invest heavily in training and technology., • We focus on flexibility, with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remote., • We serve a wide variety of clients and offer many compliance and consulting services, giving our team members opportunities to explore different areas of practice., • There are also many opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion.

Job DescriptionDescription: The health services that became the Anthony L Jordan Health Corporation (Jordan Health) began more than 100 years ago, in 1904. As one of the first 5 Federally Qualified Health Centers (FQHC) established in the nation, its roots are steeped in service to those who face barriers to health and health care, meeting their need for comprehensive medical, dentistry, behavioral health, and community services. Starting in northeast Rochester, NY, Jordan Health has since expanded to become a network of primary care offices and health centers serving residents living in three quadrants of Rochester, NY and in Canandaigua, N.Y. Jordan Health is now seeking a Controller who, under the guidance of the Chief Financial Officer, is primarily responsible for the accurate reporting of all accounting functions, including payables, receivables, and purchasing. They have primary responsibility for ensuring accurate accounting of all grant funds and maintaining compliance with all applicable financial conditions required by grantors. If you want to apply your specialized experience and education in an environment where you can make a difference and significantly impact patients’ quality of life, please consider our Controller opportunity. Requirements: The Controller will ensure to: · Support long and short-term budgetary planning and cost management · Provide recommendations based on financial analysis and projections, cost identification, allocation and revenue/expense analysis · Ensure Jordan Health is in full compliance with financial reporting requirements · Provide grant administration and billing oversight · Conduct regular financial reporting · Ensure Jordan Health remains in compliance with financial regulations Education And Experience Required: · Bachelors degree in Accounting or Finance · Master’s degree, such as MBA in finance, or CPA preferred · Minimum of 10 years’ experience in a financial role, preferably in a health care setting if Bachelor’s degree · A minimum of 5 years’ experience in a financial role if Master’s degree or CPA · Proficient knowledge of Microsoft Office, primarily Excel · Knowledge of Great Plains accounting software preferred · Strong work eithic and emphasis on attention to detail · CPA preferred · Analytical problem-solving ability · Ability to work well under pressure and within short deadlines Benefits: Jordan Health offers a competitive salary and full benefits offering including medical, dental, vision, life insurance, and 403b retirement plan. We offer Professional Development allowance. Jordan Health offers equal opportunities to all persons without regard to race, color religion, age, sex, disability, national origin, ancestry, citizenship, military or veteran status, marital status, sexual orientation, domestic violence victim status, predisposing genetic characteristics or genetic information, or any other status protected by law. About Jordan Health: Jordan Health is an independent FQHC, with Level III Patient-Centered Medical Home (PCMH) designation through the National Committee on Quality Assurance. Jordan Health receives funding from the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services. Jordan Health is a network of outpatient primary care offices with providers who follow a panel of patients. While independent, Jordan Health actively collaborates with the major hospital and healthcare systems in our operating area to provide a total safety net of healthcare services.

Job Description Company Overview: Bowers Accountants & Advisors powered by CURRENT stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPA’s G400, encompassing the Top 300 Firms nationally, we maintain a robust reputation grounded in integrity, professionalism, and unparalleled expertise. We proudly boast an extensive array of specialties and maintain a strategic presence with offices located in Syracuse, Rochester, Ithaca, and Watertown. Committed to delivering innovative solutions, we empower our clients to navigate intricate financial landscapes and attain their distinct financial objectives while serving private and closely held businesses with strategic advice for over 40 years. Whether traditional Tax and Audit, Client Accounting Advisory Services, Business Valuation, Accounting/Bookkeeping, Forensic Accounting, or Financial Planning Services, our approach is to master an in-depth knowledge of our clients with innovative analysis and recommendations to build and maintain net growth. Job Summary: Responsible for accurately preparing and filing state and federal tax documents. In addition, tax managers develop tax strategies and policies that help the client or business maintain compliance with local and federal tax laws and regulations. Requirements: • Responsible for client relationships within their area of expertise for clients assigned to them, • Experience to direct the work of staff employees, • Will provide on-the-job training and make presentations to internal teams, • Provide professional audit and accounting, and/or tax service to assigned clients., • Manages several responsibilities in the face of competing priorities, including staffing requirements, visiting clients for planning and scheduling with the partner, and monitoring progress of engagements in relation to budgets and due dates, • Represent clients before regulatory agencies., • Meet with assigned business clients and large individual tax clients at least annually, and/or provide direct fieldwork on audit engagements, • Supervise engagement planning and monitor progress of engagements in relation to budgets and due dates. Qualifications: • 5 years of experience in public accounting., • CPA preferred, • Meet with assigned business clients and large individual tax clients at least annually, and/or provide direct fieldwork on audit engagements., • Ensure proper billing procedures are followed, • Provide professional audit and accounting, and/or tax service to assigned clients., • Represent clients before regulatory agencies., • Excellent consulting skills — develops an understanding of client businesses and uses this knowledge to help diagnose needs/opportunities and suggest solutions., • All other duties as assigned by the hiring manager Salary: $100K - $120K Benefits: We offer tremendous growth and development opportunities, flexible work schedules, and a comprehensive compensation and benefits package, including Health, Dental, Vision, Life, Long-Term Disability, 401k, Paid Time Off, Volunteer Time Off, Work-Life Balance, Culture, and more! EOE

Job Description Medium size CPA firm looking to add to our existing staff. This position will expose you to various levels of individual & corporate tax, financial statement review & auditing, bookkeeping, and other accounting work. We are looking for a motivated individual who works well with others and is looking for a team oriented environment. Our focus is to invest our time into our staff to allow them the opportunity to obtain a well-rounded accounting background and give them the ability to achieve their career goals. Candidate must have a flexible work schedule to be able to accommodate the longer hours required during tax season, and our client’s needs. Master's Degree Preferred.

Job Description DeJoy & Co., a premier regional business advisory and public accounting firm, has an immediate opening for a full-time Audit Senior to join our growing team – either in our offices in Rochester, NY, or work on a fully remote or hybrid basis. Founded in 1990, DeJoy & Co. is located in downtown Rochester's state-of-the-art Tower280 at Midtown. We provide clients with the highest quality audit, tax, financial consulting, business valuation, information systems consulting, and outsourced accounting services. Our industry-specific professionals offer independent, innovative, practical advice while adding value through technical expertise and a deep understanding of our clients' businesses. DeJoy's Financial Assurance Services Practice is currently seeking experienced senior accountants and managers with CPA or equivalent licensing to join our growing firm. This role has the potential for moving into a future Management role for the right person with strong leadership and technical skills. The Audit Senior we hire will be responsible for: • Planning, coordinating, preparing, reviewing, and assisting the engagement leader to deliver a full range of assurance services including audits, compilations, reviews, analysis, compliance, and consulting, • Cultivating trusted relationships with clients and drawing on those relationships to design and deliver expert consulting and innovative, results-focused planning, • Traveling up to three weeks per year – to local/regional client sites, and to national AICPA/BDO training events Qualifications include: • 3-5+ years of public accounting experience, • Bachelor of Science degree, and a CPA or be CPA eligible, • Authorization to work in the United States on a full-time basis, • Experience working in a paperless, electronic environment, • Consistent access to reliable transportation for traveling to client locations as needed, • DeJoy serves: manufacturing, construction, employee benefit plans, and/or real estate where you can grow your expertise, • Experience in using CCH Engagement and CCH ProSystem/Checkpoint a plus, but not required., • Must have a deep appreciation for teamwork DeJoy & Co. cultivates a challenging, collaborative working environment that supports our team members' professional growth and advancement opportunities. We offer a competitive salary and benefits package, including employer-matched 401(k) and profit-sharing plans. We are an equal opportunity employer and embrace diversity, equity, and inclusion and belonging in our workplace. To be considered for this position, please send your resume, cover letter, and professional references to our Human Resources manager by applying through this site or by email at sandi.tucker@teamdejoy.com Job Type: Full-time Salary: $69,000.00 - $85,000.00 per year Benefits: • 401(k), • Dental insurance, • Disability insurance, • Flexible schedule, • Health insurance, • Life insurance, • Paid time off, • Parental leave, • Vision insurance, • Work from home Physical setting: • Office Schedule: • Monday to Friday, • Overtime Supplemental pay types: • Bonus pay Education: • Bachelor's (Required) Experience: • Accounting: 4 years (Required) License/Certification: • CPA License (Preferred) Work Location: Hybrid remote in Rochester, NY 14604

Job Description Audit or Tax Accounting Intern / Co-Op ???? Rochester, NY | ???? Spring & Summer 2027 / 2028 Join DeJoy & Co., a trusted Upstate NY accounting firm, and gain hands-on experience in audit or tax! You'll work directly with partners and staff on real client projects, learning the skills that define successful CPAs. What You'll Do • Assist with audits and tax prep for mid-sized regional clients, • Collaborate in a supportive, team-based environment, • Learn professional software and work in a paperless system What We're Looking For • Accounting major (junior/senior or MAcc preferred), • Detail-oriented, curious, and eager to learn, • Goal: complete 150 credits and sit for CPA, • Reliable transportation to office/client sites, • 20-30 hrs/week, some Saturdays Why You'll Love It • Competitive pay + bonus opportunities, • Personalized training and mentoring, • CPA/CMA/CVA exam support, • Free parking + gym access, • Fun, inclusive culture with firm events ???? Apply: Send resume + unofficial transcript to Megan Lanning - megan.lanning@teamdejoy.com ???? Equal Opportunity Employer. We value diversity, equity, and inclusion.

Job Description Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 37th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you. We are seeking a meticulous and experienced Payroll Specialist to join our team. The ideal candidate will have a strong background in payroll administration, with a minimum of 3 years of experience in handling all payroll operations across multiple platforms. Exceptional communication skills and the ability to interface effectively with clients are essential for this role. Preferred candidates will have a solid understanding of payroll and tax calculations, with additional knowledge of Prevailing Wage considered an asset. The salary range for this position is $64,000 to $72,000 annually, based on experience and qualifications. Responsibilities: • Process payroll accurately and timely for multiple clients using various payroll platforms., • Ensure compliance with state and local regulations regarding payroll and taxes., • Collaborate with clients to gather necessary payroll information and address inquiries or concerns promptly., • Take the initiative in conducting audits and identifying missing data to facilitate an efficient and error-free implementation., • Maintain accurate records of employee data, including salaries, benefits, and tax withholdings., • Handle payroll discrepancies and resolve any issues in a timely manner., • Generate payroll reports and distribute to clients as needed., • Stay updated on changes in payroll regulations and implement necessary adjustments to ensure compliance., • Provide exceptional customer service to clients, addressing their needs and concerns professionally and efficiently., • Guide clients through processes, procedures, and best practices with a focus on enabling long-term self-sufficiency., • Collaborate with internal teams to streamline payroll processes and improve efficiency., • Maintains consistent attention to detail in a fast-paced environment while effectively balancing shifting priorities., • Demonstrates proficiency in executing system configuration adjustments, managing data migrations, and performing custom set up. Requirements: • Minimum of 3 years of experience in payroll administration., • Proficiency in using multiple payroll platforms is required., • Strong understanding of Federal and State payroll tax and compliance requirements., • Excellent communication and interpersonal skills, with the ability to interact effectively with clients and internal teams., • Proven ability to manage multiple tasks simultaneously while maintaining attention to detail and accuracy., • Highly organized and able to work independently with minimal supervision., • Proficiency in Microsoft Office Suite, particularly Excel and Word., • Certified Payroll Professional (CPP) or Fundamentals in Payroll Certification (FPC) designation is a plus. Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law. "Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.

Job DescriptionInternational Tax Manager | Remote What if your next International Tax Manager role wasn't about replacing someone who left, but helping build something that's growing? That's the opportunity here. Benaiah Consulting Group is partnering with a well-established, locally owned accounting and advisory firm with more than 140 professionals as they continue expanding their international and cross-border tax practice. The reason they're hiring is pretty simple: The work is growing. The client base is growing. And they need another talented person who can grow with it. The firm has an established international tax practice led by experienced leadership, including a Principal who has become a key resource for the firm's international and cross-border clients. As that client base has expanded, so has the need for another layer of leadership. That's where this role comes in. This Isn't a "Sit Back and Review Returns" Manager Role We're looking for an International Tax Manager who wants to be close to the work, close to clients and close to the people they're helping develop. You'll become an important bridge between the firm's Principal and its staff and senior professionals, taking ownership of first-level reviews, working through complex international compliance matters, coaching team members and interacting directly with clients. Sometimes you'll review. Sometimes you'll advise. And occasionally, when the work gets complicated, you'll roll up your sleeves and jump into the technical work yourself. That's exactly the kind of Manager they're looking for. What You'll Actually Be Doing You'll work across both individual and corporate international tax engagements, with the current client mix leaning approximately 60% individual and 40% corporate. A significant part of the role will involve reviewing foreign reporting and international compliance, including: • Forms 5471 • FinCEN Form 114, • Form 8938, • Forms 3520 and 3520-A, • Form 8621, • Other international reporting and compliance matters But technical compliance is only part of the opportunity. You'll also research and interpret U.S. tax treaties with foreign countries and participate in client consultations involving cross-border transactions and entity structures. That means this role gives you the chance to continue moving from advisor to leader. And that's an important distinction. Who Could Be a Great Fit?, • We're not necessarily looking for someone who has spent a decade sitting in the Manager chair., • In fact, someone with one to two years of Manager-level experience, or a strong emerging Manager who's ready for more ownership, could be an excellent fit., • You should already know international tax., • But equally important, you should enjoy helping other people become better at it., • You'll review work prepared by staff and seniors, provide feedback and review comments, help them work through complicated issues and become someone they can turn to when international tax gets, well, international-tax complicated., • You'll also interact directly with clients, so communication matters. A lot., • The right person can take a complicated international tax issue, understand it technically and then explain it to a client without making their eyes glaze over.What We're Looking ForYou'll likely bring: • 5+ years of public accounting or tax experience, • Meaningful international and cross-border tax experience, • Active CPA or EA license, • Experience reviewing foreign reporting forms and international compliance, • Ability to research and interpret U.S. tax treaties, • Experience with cross-border and entity-structure matters, • Experience reviewing and providing feedback to staff and senior professionals, • Strong client-facing communication skills, • The ability to work independently while remaining highly connected to a team A master's degree in Accounting or Taxation is preferred, but isn't the thing that's going to make or break the conversation. And Yes, This Can Be Remote. The firm is open to a remote International Tax Manager who can build strong relationships virtually and is willing to travel periodically when it makes sense to work alongside the team. The preference is generally for someone in the Eastern or Central time zones, although exceptional international tax experience is ultimately more important than drawing an arbitrary line on a map. If you believe your background warrants a different conversation, let's have it. Because ultimately, this search isn't about finding somebody who checks every box on a job description. It's about finding an international tax professional who looks at a growing practice and thinks: I'd like to help build that. Someone who wants sophisticated work without necessarily needing a massive national firm. Someone who enjoys developing people. Someone who wants direct access to experienced firm leadership. And someone who would rather have an opportunity to grow into something than simply inherit somebody else's job. If that's where you are in your career, we should probably talk. You don't need to be actively looking. You just need to be curious enough to have the conversation.

Job DescriptionAbout the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. Company Summary: Bowers Accountants & Advisors Powered by CURRENT stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPA’s G400, we have moved to the Top 200 Firms nationwide, earning the No. 165 ranking inside Public Accounting's (IPA) 2026 IPA 500 list. We maintain a robust reputation grounded in integrity, professionalism, and unparalleled expertise. We proudly boast an extensive array of specialties and maintain a strategic presence with offices located in Syracuse, Rochester, Ithaca, and Watertown. Committed to delivering innovative solutions, we empower our clients to navigate intricate financial landscapes and attain their distinct financial objectives while serving private and closely held businesses with strategic advice for over 40 years. Whether traditional Tax and Audit, Client Accounting Advisory Services, Business Valuation, Accounting/Bookkeeping, Forensic Accounting, or Financial Planning Services, our approach is to master an in-depth knowledge of our clients with innovative analysis and recommendations to build and maintain net growth. Job Summary: Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data. This position has a career path to Partner. Requirements: Lead and manage multiple existing audit engagements for a diverse client portfolio, including planning, executing, and completing audits in accordance with established audit procedures. Perform risk assessments and develop comprehensive audit plans that address key areas of risk and control within client organizations. Oversee the execution of audit procedures, including evaluating internal controls, testing transactions, analyzing financial statements, and verifying the accuracy of records. Review and analyze audit findings, identifying areas of improvement, and providing recommendations to clients for enhancing operational efficiency and compliance. Ensure compliance with applicable regulations, accounting standards, and professional best practices throughout the audit process. Develop and maintain strong client relationships, acting as a trusted advisor and providing proactive guidance on financial and business-related matters. Supervise, train, and mentor audit staff, fostering a collaborative and supportive work environment while promoting professional growth and development. Stay updated on industry trends, regulatory changes, and emerging audit practices, and effectively communicate relevant information to clients and team members. Demonstrate a commitment to professional ethics and integrity, upholding the reputation of the firm and maintaining confidentiality of client information. Qualifications: A minimum of 5- 10 years of experience in a public accounting firm. A bachelor's or advanced degree in business or accounting CPA requirement Proven track record of managing and leading a team of professionals preferred Exceptional client service skills with the ability to build and maintain long-term client relationships. Excellent communication and presentation skills, with the ability to effectively convey complex financial accounting and audit concepts to both technical and non-technical stakeholders.. Strong analytical and problem-solving skills. Ability to work collaboratively in a team environment and thrive in a fast-paced environment Ambition and a desire to advance to a partnership position within our firm. Salary: $100K-$155K with Partner Track Potential Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic. Compensation Range: $80K - $120K

Job Description ProNexus, LLC is seeking Accounting Managers to join our Firm. Joining ProNexus offers the opportunity to work with diverse clients and tackle challenging projects that will expand your skills and expertise in the field of accounting and finance. Enjoy the freedom and flexibility to choose your engagements, manage your workload and control your work life balance. If you are a motivated and dedicated professional looking for a rewarding career opportunity, we encourage you to apply and become part of our team. Attributes of our consultants include: commitment to unparalleled client service, adept at navigating complex and dynamic scenarios, possessing strong communication acumen, and proficient in problem-solving, execution, and knowledge transfer. Skilled in multitasking to efficiently meet diverse demands of our clients. About the Role ProNexus is looking for seasoned accounting professionals who will provide specialized expertise and guidance to our clients. This role involves overseeing accounting operations, managing financial reporting processes, and implementing best practices to ensure compliance and efficiency. Accounting Managers collaborate with management teams to optimize accounting processes, strengthen internal controls, and support strategic decision-making. Key Responsibilities: • Financial Reporting and Analysis, • Supervise the preparation and analysis of financial statements, including balance sheets, income statements, and cash flow statements., • Conduct variance analysis, trend analysis, and other financial assessments to provide insights to management., • Ensure accuracy, completeness, and compliance with accounting standards and regulatory requirements., • Accounting Operations Management, • Oversee day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll functions., • Manage month-end and year-end closing processes, ensuring timely and accurate completion of financial reporting activities., • Implement and maintain accounting policies, procedures, and controls to safeguard assets and maintain financial integrity., • Budgeting and Forecasting, • Coordinate the development and management of budgets, forecasts, and financial plans in collaboration with management teams., • Monitor budget performance, analyze variances, and recommend corrective actions to achieve financial targets., • Provide financial projections and scenario analysis to support strategic planning and decision-making., • Internal Controls and Compliance, • Establish and enforce internal control procedures to ensure the integrity of financial data and compliance with regulatory requirements., • Conduct periodic reviews and audits to assess compliance with accounting policies, procedures, and standards., • Identify opportunities for process improvements and enhancements to strengthen internal controls., • Process Improvement and Optimization, • Evaluate existing accounting processes, systems, and workflows to identify inefficiencies and areas for improvement., • Develop and implement initiatives to streamline processes, automate manual tasks, and enhance efficiency., • Provide training and guidance to accounting staff to ensure adherence to best practices and standards., • Stakeholder Communication and Relationship Management, • Communicate financial results, analysis, and recommendations effectively to executive management and stakeholders., • Collaborate with cross-functional teams to address issues, support decision-making, and achieve organizational goals., • Build and maintain strong relationships with clients, providing responsive high-quality service. Qualifications: • Bachelor’s degree in Accounting, Finance, Business Administration, or related field., • Master’s degree or CPA preferred., • Minimum 5+ years* of experience in accounting and financial management roles, with progressive responsibility. *Please note that ProNexus welcomes anyone to apply, including those that have 25+ years of experience and are willing to be hands on to perform the scope of work required by a client. • Thorough knowledge of accounting principles, financial reporting standards, and regulatory requirements., • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and make informed decisions., • Proficiency in accounting software and financial systems (ERP systems, Excel) with experience in system implementations preferred., • Excellent communication, interpersonal, and leadership skills, with the ability to collaborate effectively with diverse stakeholders., • Proven ability to work independently, manage multiple priorities, and deliver high-quality results within deadlines., • Experience in a customer service or client facing role, public accounting, consulting, and/or advisory roles is advantageous. About ProNexus ProNexus is a professional services firm that delivers business solutions and consulting services to help companies manage and execute their finance, accounting, and IT projects and initiatives. At ProNexus, our consultants and project professionals have an average of 7-20 plus years of experience and they bring a higher degree of competency, quality, and productivity at a more competitive value than other traditional consulting and Big 4 firms. ProNexus is an equal opportunity employer and values diversity in the workplace. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description Job description: Senior Accountant *Part-Time or Full-Time, Remote, On-Site, and Hybrid Opportunities Available Diversify and accelerate your work experience, elevate your career marketability, and increase your earnings with ProNexus. Visit our Career Page to learn more about how ProNexus can be a great steppingstone at any stage of your career. ProNexus, LLC is seeking a Senior Accountant to join our Firm. Joining ProNexus offers the opportunity to work with diverse clients and tackle challenging projects that will expand your skills and expertise in the field of accounting and finance. Enjoy the freedom and flexibility to choose engagements, manage workload and control your work life balance. If you are a motivated and dedicated professional looking for a rewarding career opportunity, we encourage you to apply and become part of our team. Attributes of our consultants include: commitment to unparalleled client service, adept at navigating complex and dynamic scenarios, possessing strong communication acumen, and proficient in problem-solving, execution, and knowledge transfer. Skilled in multitasking to efficiently meet diverse demands of our clients. About the role: This role involves managing complex accounting tasks, ensuring compliance with regulations, and providing strategic financial guidance. Senior Accountants will collaborate with management teams to optimize accounting processes, strengthen internal controls, and drive financial performance. Key Responsibilities 1. Financial Reporting and Analysis a. Oversee the preparation and analysis of financial statements, including balance sheets, income statements, and cash flow statements. b. Conduct detailed financial analysis to assess performance, identify trends, and provide insights to management. c. Ensure accuracy, completeness, and compliance with accounting standards and regulatory requirements. d. Support nonprofit accounting functions including fund accounting, restricted fund tracking, and grant-related financial reporting. 1. Month-end and Year-end Close Processes a. Manage month-end and year-end close processes, including journal entries, reconciliations, and financial statement preparation. b. Ensure timely and accurate completion of close activities, coordinating with internal teams and external stakeholders as needed. c. Review and analyze financial data to identify variances and discrepancies, resolving issues promptly. 1. Internal Controls and Compliance a. Establish and maintain internal control procedures to ensure the integrity of financial data and compliance with regulatory requirements. b. Conduct periodic reviews and audits to assess compliance with accounting policies, procedures, and standards. 1. Financial Systems and Process Improvement a. Evaluate existing accounting processes, systems, and workflows to identify opportunities for improvement and optimization. b. Implement process enhancements, automation initiatives, and best practices to streamline workflows and enhance efficiency. c. Provide training and guidance to finance teams to ensure adherence to best practices and standards. 1. Budgeting and Forecasting Support a. Assist in the development and management of budgets, forecasts, and financial plans in collaboration with management teams. b. Provide support for budgeting and forecasting processes, including data gathering, analysis, and presentation preparation. c. Monitor budget performance, analyze variances, and recommend corrective actions to achieve financial targets. 1. Stakeholder Communication and Relationship Management a. Communicate financial results, analysis, and recommendations effectively to executive management and stakeholders. b. Collaborate with cross-functional teams to address accounting issues, support decision-making, and achieve organizational goals. c. Build and maintain strong relationships with clients, providing responsive and high-quality service. Qualifications: • Bachelor’s degree in Accounting, Finance, Business Administration, or related field., • Master’s degree or CPA preferred., • Extensive experience with accounting software such as QuickBooks, NetSuite, Sage, PeopleSoft, or Workday, • Strong knowledge of GAAP principles and technical accounting standards., • Minimum of 5+ years of experience in accounting or finance roles with a focus on financial reporting, reconciliations, and internal controls., • Experience supporting nonprofit organizations, including fund accounting, grants management, and grant reporting, is preferred., • Excellent analytical, problem-solving, and critical thinking skills, with attention to detail and accuracy., • Strong communication, interpersonal, and leadership skills, with the ability to collaborate effectively with diverse stakeholders., • Proven ability to manage multiple priorities, meet deadlines, and deliver high-quality results in a dynamic environment., • Experience in a customer service role / client facing, public accounting, consulting or advisory roles is advantageous.

Job DescriptionTax Manager – Public Accounting | Hybrid or Remote Overview: A top-tier public accounting firm is hiring an experienced Tax Manager to help lead its growing tax practice. This is an opportunity to join a values-driven organization that places a high priority on flexibility, mentorship, and delivering client excellence. The firm supports hybrid work schedules and fully remote arrangements for the right candidate. Key Responsibilities: Lead client engagements, including planning, budgeting, and supervising tax preparation and review processes Provide expert-level tax compliance and consulting services to diverse clients Mentor and develop junior staff and seniors within the department Serve as a key point of contact for clients, offering proactive advice and fostering long-term relationships Stay current with tax legislation and ensure clients remain in compliance while identifying opportunities for tax savings Qualifications: Bachelor’s or Master’s degree in Accounting, Taxation, or related field CPA license required 5+ years of recent public accounting experience with a focus in tax Strong technical knowledge in federal, state, and local tax regulations Proven leadership ability and experience managing teams and client relationships Benefits & Work Environment: Flexible hybrid work environment or fully remote option Culture focused on professional excellence and personal well-being Supportive leadership and clear career advancement paths Competitive salary, bonus potential, and a robust benefits package Apply today by sending your resume to Joey@solidrockrecruiting.com or connect with me to learn more! Direct Phone: 605-601-4597

Job Description Doeren Mayhew is the 36th largest U.S. tax, assurance and advisory firm headquartered in Troy, Michigan with over 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you. Doeren Mayhew is seeking an International Tax Director. This role is responsible for leading tax compliance and planning engagements, delivering high-quality client service through technical quality control, cost effectiveness, accuracy, and timeliness. The role will be a member of the International Services Group leadership team overseeing various matters within the group Responsibilities: • Lead complex international tax engagements for multinational businesses, privately held companies, partnerships, and high-net-worth individuals., • Advise clients on cross-border tax planning, international structures, transactions, and compliance.Oversee preparation and review of U.S. tax returns with cross boarder implications and information reporting., • Research and advise on international tax matters including CFCs, Subpart F, GILTI, foreign tax credits, PFICs, tax treaties, and withholding requirements., • Monitor changes in U.S. and international tax laws and communicate impacts to clients and team members., • Coordinate with domestic tax teams and foreign advisors to provide integrated solutions., • Review tax returns, workpapers, and deliverables for technical accuracy and quality., • Manage engagement budgets, timelines, staffing, and client expectations., • Mentor and develop tax professionals and support recruiting efforts., • Leader of knowledge base within your corporate/entity tax technical skillset of the International Services Group., • Build strong client relationships and identify opportunities for additional services and business development. Qualifications: • Bachelor's degree in Accounting, Finance, or related field; Master's degree in Taxation or Accounting preferred., • Active CPA license required., • 10+ years of public accounting experience with significant corporate international tax experience., • Strong knowledge of U.S. international corporate/entity tax law and compliance requirements., • Experience with cross-border transactions, multinational structures, and international tax planning., • Strong understanding of international tax forms and reporting requirements., • Strong research, analytical, communication, and problem-solving skills., • Proven leadership and team development experience., • Ability to manage multiple complex engagements and build trusted client relationships., • Experience with tax research and compliance software. Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law. "Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.

Job Description Greenlight Networks is searching for a dynamic and experienced Director of Accounting to add to our high performing team. We are embarking on an aggressive consolidation and growth phase via announced acquisitions and mergers (Fast Bridge Fiber, GoNetSpeed, and T-Mobile) and are looking for a strategic leader to help drive planning, forecasting, and providing financial insights to support this consolidation. This leader will be a key member of the accounting organization, partnering closely with the VP, Controller to oversee the company's accounting operations, financial reporting, compliance activities, and internal controls. This role will help ensure the integrity of financial information while supporting a scalable finance infrastructure capable of supporting rapid growth, acquisition integration, and private equity reporting requirements. We encourage applications from qualified candidates across the Eastern United States, including markets extending from the Northeast through the Southeast. The position is not restricted to specific states or locations. The ideal candidate is a hands-on accounting leader with strong technical accounting expertise, experience operating in a fast-paced environment, and a proven ability to drive accurate and timely financial reporting. This individual will serve as a trusted partner and collaborate closely with leadership, ownership groups, lenders, auditors, and cross-functional business teams. This position offers a significant opportunity to contribute to the company's continued growth and value creation initiatives. Key Responsibilities • Support the CFO, VP Finance/Controller in managing the monthly, quarterly, and annual financial close processes, ensuring timely and accurate financial reporting., • Oversee day-to-day accounting operations, including general ledger activities, account reconciliations, and financial statement preparation., • Prepare and review consolidated financial statements and supporting schedules, • Assist in the preparation of reporting packages, • Ensure compliance with established accounting policies, procedures, and internal controls, • Identify opportunities to improve accounting processes, workflows, and reporting efficiency across the organization, • Support the continued development of a scalable accounting infrastructure to meet the needs of a growing business, • Partner with external advisors and auditors on complex accounting transactions and reporting requirements, • Maintain accounting policies and procedures to support evolving business needs and regulatory requirements, • Support the annual financial statement audit and serve as a primary liaison with external auditors, • Coordinate audit requests, testing, documentation, and issue resolution., • Assist in maintaining a strong internal control environment and implementing process improvements, • Support lender reporting requirements and compliance activitie, • Help mentor, develop, and support members of the accounting team Knowledge Skills and Abilities: • Proven cross-functional collaboration experience as position requires frequent interactions with Accounting, Treasury, FP&A, and Business Operations teams, • In-depth knowledge of financial reporting systems including A/P, A/R, G/L and payroll., • Ability to deliver high quality work product while meeting deadlines, • Strong desire to be on a high growth, winning team, working with passionate, purposeful people; naturally curious, • Prior accounting experience with mergers & acquisitions, • Excellent verbal and written communication skills across all levels of an organization, • Self-starter and finisher; proven experience taking significant initiative, • Work independently with appropriate allocation of time management and organization, • Proven orientation towards detail coupled with an extremely high ability to self-check own work and attention to accuracy; innate big picture sensibility when required, • Ability to iterate, think independently, confidently suggest and implement change to improve timing, processes, outcomes, • Strong interpersonal skillset with an ability to support and interact with executive management and investors, • Highest ethical and professional conduct, • Excellent communication, analytical, and problem-solving skills, • Ability to travel to various states on the east coast , travel <10% Education and Experience • Required minimum of 7 years experience in progressive accounting roles; must include management and external reporting experience, • Active CPA designation. Big 4 public accounting experience required, • Advanced proficiency in Excel, • Proven ability to work in a fast-paced, dynamic environment, while managing multiple priorities, • Proven background in business case theory and practical experience Previous PE experience in a high growth industry a plus Compensation: Our job titles may span more than one career level. The salary for this position is between $130k - $160k. The actual salary offered may be influenced by a variety of factors, such as: training, transferable skills, work experience, education, business needs, market demands and work location. The base pay range is subject to change and may be modified in the future. More information on offered benefits, which include health, welfare, and retirement, are available at www.greenlightnetworks.com/careers/.

Your Part-Time Controller, LLC, (YPTC) is a national leader in providing outsourced accounting services to nonprofit organizations. Currently we are among the fastest growing accounting firms in the US, and we are seeking to add a talented Controller to join our team. Your Part-Time Controller, LLC has been nationally recognized as THE Best Place to Work by Accounting Today for 2025 and recently received an inaugural Best Places to Work for Women award from Best Companies Group! Year after year, YPTC consistently ranks amongst the top workplaces across the nation both regionally and nationally. \n \n We offer a hybrid work environment, a flexible work schedule, an excellent benefits program, generous employer medical contributions, professional education opportunities, competitive compensation, a standard full-time 35-hour work week, and a people-focused culture with genuine support inside and outside of work. BE A CONTROLLER WITH A PURPOSE! Accounting skills, paired with a passion for helping nonprofit organizations, make for consistent, positive, client relationships. Additionally, the commitment that our leadership has shown through the pandemic and beyond has resulted in unprecedented growth and Best Place to Work awards. \n \n We are looking for a dedicated, personable, hands-on Controller seeking a dynamic opportunity to guide our clients and provide transformative accounting services. Successful candidates must be comfortable working with multiple clients both virtually and on-site. The Controller will interact with clients, their staff, Board of Directors, and Finance Committees on a regular basis. \n Responsibilities \n Serve as the outsourced Controller/CFO for multiple non-profit clients. Your responsibilities would include: \n\n • Transforming nonprofit client financial departments to help them meet their mission!\n, • Financial reporting for management and Board decision making and presentations\n, • Recommending and implementing improvements to accounting, operations, internal controls, and compliance policies and procedures, supporting client strategy and best practices\n, • Transactional activities including accounts payable, accounts receivable (revenue recognition and billing), and payroll, general accounting, reconciliations, month-end close, and maintaining workpapers\n, • Analysis and data visualization, budgeting and forecasting\n, • Grant management, allocations, and funder reporting\n, • Prepare for and manage annual audit\n, • Client and staff training opportunities\n\n Qualifications \n\n • Passionate about working in or supporting non-profit organizations\n, • Bachelor’s Degree required, preferably in Accounting or Finance\n, • 5-7 plus years accounting experience\n, • Experience working in a remote environment preferred\n, • Ability to manage and lead multiple clients, work independently, and be responsive on a timely basis\n, • Demonstrated strong Microsoft Excel skills\n, • Experience with multiple GL packages, especially QuickBooks, and electronic bill pay systems\n, • Experience with Sage Intacct is a plus\n, • Non-profit accounting, public accounting experience, and/or consulting experience is a plus but not required\n, • External audit experience is a plus\n, • CPA certification is a plus\n, • Bilingual-English/Spanish a plus\n, • Our part-time employees are expected to work during normal business hours to best serve our clients\n\n YPTC Offers \n\n • A Best Place to Work! We are nationally recognized by both Inc. Magazine and Accounting Today\n, • Work with a mission-driven purpose serving nonprofit organizations\n, • A culture of support, enabling our staff to succeed\n, • Growth! We are among the fastest growing accounting firms in the US, with unlimited opportunities for professional growth\n, • Competitive compensation\n, • Work-life balance, full and part-time positions available\n, • Standard 35-hour full-time work week, with eligibility for paid overtime for non-exempt employees\n, • For full-time positions, we offer:\n, • 4 WEEKS PAID TIME OFF, generally consisting of 100 hours paid vacation to start with eligibility for additional vacation based on tenure and a minimum 40 hours sick time, subject to applicable state law\n, • 9 paid holidays\n, • Full benefits package including medical, dental, vision, life insurance and supplementary benefit options\n, • Very generous employer contributions to medical insurance premiums\n, • For part-time positions, we offer:\n, • Pro-rated vacation and sick time based on hours worked\n, • Eligibility for supplementary benefit options\n, • 401(k) Retirement Plan with Employer Match\n, • Ample professional development opportunities and reimbursement\n, • Company provided laptop and technology stipend\n, • Hybrid work environment\n\n Starting annual base salary is $100,000 to $135,000 based on a 35-hour work week for this non-exempt position. Total compensation may increase with overtime pay and eligibility for various bonuses. A professional development reimbursement and technology stipend are also provided on an annual basis. Please note that the base salary offered may vary depending on relevant factors as determined by Your Part-Time Controller, LLC, which may include, but is not limited to, education, skill, experience, licensure and certifications, internal salary ranges, geographical location, and other business needs. \n \n Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us by sending an email to careers@yptc.com. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.