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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.

Senior Accountant – Real Estate & Construction Compensation: $90,000 – $130,000 + 10-15% discretionary bonus Location: Everett Reports To: Controller Work Environment: Hybrid About the Role A privately held real estate development and construction organization is looking to add a Senior Accountant to its accounting team. The company is involved in the development, construction, and operation of multifamily real estate assets, with a portfolio spanning multiple markets. This role will have significant ownership over property accounting, construction draws, monthly close, and multi-entity accounting. The Senior Accountant will work closely with the Controller, construction and project teams, lenders, investment partners, and third-party property managers to ensure financial activity is accurately recorded and reporting deadlines are consistently met. The ideal candidate will bring strong Yardi Voyager and property accounting experience, along with a background in real estate development, construction, or both. Key Responsibilities Construction & Project Accounting • Prepare and submit construction lender draws, including G702/G703 forms, supporting documentation, lien releases, retainage, and change orders., • Prepare capital partner funding requests and general contractor pay applications across multiple active projects., • Bill construction and development fees to project entities and outside owners., • Prepare applicable state construction sales and use tax filings. Multi-Entity Accounting & Month-End Close • Manage monthly close for development, construction, land, and project entities., • Prepare accruals, intercompany transactions, fixed asset entries, payroll journals, interest calculations, and other month-end adjustments., • Prepare financial statements and supporting schedules for review by the Controller., • Assist with forecasting by loading actual financial results and maintaining accurate entity-level reporting., • Prepare development and asset management fee invoices. Property Accounting • Collect and review monthly financial information from third-party property managers., • Assemble monthly financial packages for operating properties., • Reconcile property reserves and escrow accounts., • Calculate and support property distributions., • Ensure property-level financial activity is accurately reflected in the company's books. Real Estate Transactions • Record accounting activity related to land acquisitions, loan closings, refinances, and property dispositions., • Track pre-development and pursuit-related costs., • Support project closeout and final cost certification when properties are completed and placed into service. Tax & Audit • Prepare Washington B&O and excise tax filings., • Prepare year-end schedules and supporting documentation for outside CPA and audit/tax partners., • Assist with other tax, audit, and financial reporting requests as needed. What Success Looks Like • Construction draws and funding requests are complete, accurate, and submitted according to lender and partner deadlines., • Monthly property and entity reporting is delivered on schedule., • Reconciliations are completed monthly and outstanding items are resolved promptly., • Potential issues are identified and communicated to the Controller before they become deadline or reporting problems., • The accounting function operates with strong organization, accuracy, and accountability. Qualifications • 5+ years of accounting experience within real estate development, property accounting, construction, or a related environment., • Yardi Voyager experience is required., • Direct property accounting experience is required., • At least 2 years of experience preparing construction draws, lender funding requests, or capital partner funding packages., • Experience with G702/G703 pay applications, retainage, lien releases, and lender draw documentation., • Strong understanding of multi-entity accounting and intercompany transactions., • Knowledge of GAAP accounting as it applies to real estate development, including WIP, capitalized interest, and placed-in-service accounting., • Experience working with third-party property management companies and lenders., • Strong Excel skills., • Procore or similar construction/project management software experience is a plus., • Bachelor's degree in Accounting, Finance, or a related field preferred., • CPA is a plus. Systems • Yardi Voyager, • Excel, • Procore or similar construction software, • AP/payment processing systems, • Payroll/accounting systems Benefits • Medical: Premera Blue Cross medical coverage with HSA-qualified HDHP options and prescription drug benefits, • Dental: Delta Dental coverage, • Vision: VSP vision coverage, • 401(k): Company retirement savings plan, • Life & AD&D: $25,000 employer-provided basic life and AD&D insurance, • PTO: 15 days annually upon hire, increasing to 20 days after 1 year, 25 days after 4 years, and 30 days after 6 years, • Paid Holidays: Company-observed holidays with pay, • Flexible Work: Hybrid/remote work arrangements may be available depending on the position and business needs

We are seeking a detail-oriented Tax Accountant to join our team. You will be responsible for managing complex tax compliance, preparing accurate financial reports, and ensuring adherence to regulatory standards. Your expertise will support our organization’s financial health and strategic growth by providing comprehensive tax planning, analysis, and reporting. Your excellent work habits, reliability, and energy level will help keep our work-product flowing smoothly throughout the year. We interact with our clients on a frequent basis and your professionalism and helpful attitude will make a wonderful addition to our team! Responsabilities: • Prepare and review individual and business tax returns (Forms 1040, 1120, 1120S, 1065)., • Accounting for RSUs, ESPP, or equity compensation on individual tax returns, • Ability to handle forms 2555, 1116, 3520, 114, 8938, 8949, • Experience with cryptocurrency reporting & Recognition, • Assist with tax planning and compliance for clients across various industries., • Research tax laws and regulations to ensure compliance and identify opportunities for clients., • Support senior tax professionals in handling IRS and state tax notices., • Maintain accurate client records and documentation. Skills: • Extensive experience in tax accounting, including tax experience with corporate entities and non-profit organizations, • Strong knowledge of accounting principles such as GAAP, double entry bookkeeping, debits & credits, and financial statement preparation, • Proficiency in accounting software like QuickBooks, Sage, Xero, or equivalent tools for bookkeeping and financial analysis, • Familiarity with estate planning, wills, trusts & estate law to support comprehensive client or organizational needs, • Understanding of securities law, private equity, asset management, and regulatory reporting requirements, • Excellent analysis skills for account reconciliation, financial report writing, interpretation of financial statements, and financial analysis, • Ability to perform balance sheet reconciliation and general ledger reconciliation efficiently, • Knowledge of payroll processing, budgeting techniques, and non-profit accounting practices is a plus, • Strong technical accounting skills including asset management and financial planning expertise, • Effective communication skills for detailed report writing and analysis presentation, • Communicate with clients to gather necessary tax-related information. Experience: Tax accounting: 3 + years License/Certification: CPA (Required) or Enrolled Agent (Required)

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.

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.

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 Our Story Archer Lewis is a national accounting and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of legacy. With 40+ offices and over 600+ professionals, we serve 65,000+ clients. Our approach blends small-firm relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences for in-person or online interactions, ensuring they connect with professionals who understand their specific needs. Your Future Team Williams & Nulle is a well‑established CPA firm founded in 1952, with a long-standing presence in Northwest Washington and a strong reputation for trusted, relationship‑driven client service. For decades, the firm has supported individuals, families, and closely held businesses with comprehensive tax, accounting, and advisory services, taking a practical and personalized approach to each client's unique needs. The firm is known for its hands‑on service model, working closely with business owners and individuals on tax compliance and planning, financial reporting, business consulting, and long‑term financial strategy. With deep local knowledge and a commitment to clear communication, Williams & Nulle has built lasting client relationships grounded in technical expertise, reliability, and responsiveness. In 2025, Williams & Nulle joined Archer Lewis, forming WN Advisory, an Archer Lewis firm. This partnership allows the team to preserve its local culture and client‑first philosophy while gaining access to expanded resources, broader advisory capabilities, modern technology platforms, and a national network of specialists. Together, the combined firm delivers the personalized service of a community‑based CPA practice with the scale, support, and growth opportunities of a larger organization. What You'll Do You will serve as a key strategic leader responsible for overseeing all aspects of tax compliance, reporting, planning, and tax strategy for the firm and its clients. In this role, you will apply deep technical expertise in tax law while ensuring accuracy, efficiency, and full compliance with all regulatory requirements. You will provide hands-on leadership in a small CPA firm environment, actively participating in client engagements and collaborating closely with firm leadership. You will guide and mentor staff, improve tax processes, and deliver thoughtful, personalized tax solutions. Your ability to balance strategic oversight with direct client service will be essential as you help drive high-quality outcomes and strengthen long-term client relationships. • Supervise, mentor, and lead the tax department team, including senior and staff accountants, • Mentor, and manage the tax department, including performance management, delegation, training, and staff development, • Foster a collaborative, high-performing environment that emphasizes accountability, quality, and continuous improvement, • Oversee the accurate and timely preparation and review of federal, state, local, and, where applicable, international tax returns, • Ensure compliance across entity types including C corporations, S corporations, partnerships, and individuals, • Monitor filing deadlines, review returns and workpapers, and maintain strong quality control standards, • Develop and implement tax planning strategies for business owners and high-net-worth individuals, including entity structuring, transactions, and projections, • Serve as a subject matter expert on complex tax matters and oversee technical tax research and documentation, • Track changes in tax legislation and communicate implications to clients and internal teams, • Manage federal and state tax audits, acting as the primary liaison with taxing authorities and guiding clients through resolution and appeals, • Oversee income tax provisions under ASC 740, including deferred taxes, uncertain tax positions, and audit coordination, • Identify and implement process improvements and leverage tax technology to enhance efficiency, accuracy, and data management What You'll Bring • Bachelor's degree in Accounting or Finance required, • Active CPA license required, • Master's degree in Taxation (MST or MTax) strongly preferred, • Embraces AI and emerging technologies to enhance efficiency, innovation, and client service., • Ongoing commitment to continuing professional education and maintenance of active licensure required, • Minimum of 5 to 7 years of progressive tax accounting experience, • At least 2 years in a supervisory or managerial role preferred, • Experience in a public accounting firm or large corporate tax department strongly desired, • Demonstrated ability to manage multiple client engagements simultaneously, • Proven experience working directly with business owners, executives, or senior leadership, • Advanced knowledge of federal, state, and local tax laws and reporting requirements, • Strong proficiency with tax preparation software, such as CCH, Thomson Reuters, or GoSystem, • Proficient in Microsoft Office, with advanced Excel skills preferred, • Experience with tax research platforms, workflow management systems, and financial statement review highly desirable What We Offer • Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.), • Paid Parental Leave, • 401(k) Matching Program, • Pre-Tax Commuter Benefits, • Pet Insurance, • Unlimited Flexible Time Off, • 7 Company‑Paid Holidays, • Employee Assistance Program (EAP), • Eligible for an annual performance-based bonus of up to 10% of base salary, based on individual and company performance. Compensation Range $125,000—$155,000 USD Applicant Privacy Notice: By applying for a position with Archer Lewis, you acknowledge that we may collect, use, store, and process your personal information for recruiting, hiring, legal compliance, and employment-related business purposes. We do not sell candidate personal information. For privacy-related questions or requests, please contact careers@archerlewis.com. Equal Employment Opportunity: Archer Lewis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. Work Authorization Requirement: Applicants must be legally authorized to work in the United States without current or future employer sponsorship unless otherwise stated in the job posting.

Job Description Location: Everett, Washington Reports to: Chief Financial Officer, Americas FLSA Status: Exempt The opportunity JAMCO Interiors is seeking an experienced and hands-on Director of Strategic Finance & FP&A to serve as a trusted partner to the CFO and broader leadership team. This highly visible role requires a finance leader who combines strong financial and accounting expertise with business acumen, sound judgment, and the ability to turn strategy into action. Working closely with the CFO, the Director will translate the Finance vision and business priorities into practical plans, scalable capabilities, and measurable results. The Director will partner across Finance, Accounting, Operations, Program Management, Engineering, Supply Chain, Sales, and other functions to improve financial visibility, strengthen decision-making, and advance strategic and tactical initiatives. The successful candidate will be equally comfortable building financial models, interpreting accounting results, challenging business assumptions, improving processes, and working alongside operational leaders to implement solutions. We are looking for a nimble, flexible, and humble leader who can quickly understand an objective, evaluate alternatives, and drive execution with urgency and discipline. This individual will bring an independent perspective, constructively challenge assumptions, and earn trust through actions, follow-through, and demonstrated expertise. This is an opportunity for a builder who is energized by solving complex problems and helping create a modern, scalable Finance organization within a dynamic aerospace engineering and manufacturing environment. What you will do Strategic planning and decision support • Lead the annual operating plan, rolling forecasts, long-range financial plan, and scenario analysis., • Build integrated financial models covering revenue, margins, cash flow, working capital, headcount, capital investment, and growth., • Evaluate strategic alternatives and clearly communicate their financial, operational, and cash implications., • Provide ad hoc analysis and support strategic and tactical initiatives, investments, commercial negotiations, organizational changes, and other evolving business priorities. Business and operational finance • Develop a strong understanding of JAMCO’s products, customers, contracts, programs, manufacturing processes, and cost structure., • Analyze revenue, gross margin, program and customer profitability, manufacturing performance, and cost trends., • Strengthen forecasting of program costs, estimates at completion, production volumes, labor and material requirements, and margins., • Identify risks and opportunities early and partner with business leaders to develop practical actions., • Support pricing, bids, make-versus-buy decisions, capital investments, capacity planning, and other significant business cases., • Improve cash forecasting and working-capital management, including inventory, receivables, payables, and customer advances. Reporting and accounting partnership • Lead monthly and quarterly business reviews that explain performance, identify underlying drivers, and focus leadership on required actions., • Develop meaningful performance measures, dashboards, and management reporting that connect financial results with operational activity., • Improve the accuracy, consistency, and timeliness of forecasts and management information., • Partner with Accounting to ensure reporting is based on accurate financial results and consistent with U.S. GAAP., • Support the Controller and accounting leadership with reporting, audits, and other priorities as needed. Finance transformation and leadership • Help build a scalable Finance organization with strong processes, systems, controls, data, and analytical capabilities., • Simplify reporting and processes, eliminate activities that do not create meaningful value, and automate repetitive work., • Explore and responsibly implement business intelligence, advanced analytics, workflow automation, and artificial intelligence., • Translate priorities into clear workplans, milestones, responsibilities, and measurable outcomes, and drive initiatives through implementation., • Lead through influence, build alignment, and guide teams through change across functions, locations, and cultures., • Provide the CFO with candid, thoughtful input and act as a trusted delegate on selected initiatives and leadership matters., • Lead and develop the FP&A team while promoting accountability, collaboration, curiosity, and continuous improvement. What you bring Required qualifications • Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related discipline., • Generally, 12 or more years of progressive finance experience, including leadership responsibility within FP&A, operational finance, strategic finance, or controllership., • Experience in aerospace, defense, complex manufacturing, engineered products, or another program-based environment., • Advanced financial modeling, forecasting, scenario-planning, and analytical skills., • Strong knowledge of financial statements, management accounting, cash flow, and U.S. GAAP., • Experience analyzing manufacturing costs, inventory, labor and overhead, program profitability, and operational performance., • Demonstrated success improving financial planning, reporting, processes, or organizational capabilities., • Strong business partnership and communication skills, including the confidence to challenge assumptions and influence decisions., • Ability to remain flexible, prioritize effectively, and lead execution in a changing environment. Preferred qualifications • MBA, CPA, CMA, or another relevant advanced qualification., • Experience with aerospace program accounting, estimates at completion, long-term contracts, development programs, or aftermarket operations., • Experience in a private equity-backed, multinational, or transformation-oriented business., • Experience with ERP systems, business-intelligence platforms, planning applications, and data-visualization tools., • Hands-on experience implementing automation, advanced analytics, or responsible AI applications within Finance., • Experience supporting acquisitions, integrations, organizational transitions, or other significant business transformations. The person we are looking for You are a hands-on finance leader who brings strong technical expertise, practical business judgment, and a genuine interest in improving how organizations operate. You are comfortable moving between strategic questions and detailed execution, and you know how to work collaboratively across functions to achieve results. You are curious, adaptable, and willing to explore new approaches. You communicate candidly, constructively challenge ideas, and remain open to different perspectives. Most importantly, you build trust through sound judgment, consistent follow-through, and your ability to turn financial insight into meaningful action. Compensation and benefits Jamco is passionate about providing a competitive and comprehensive benefits package and pleased to offer the following to eligible employees- • Medical Coverage, • Dental and Vision Reimbursement, • 401(k) Retirement Savings Plan, • Benefit Conversion at Termination, • Bereavement Leave, • Educational Assistance, • Family and Medical Leave, • Paid Parental Leave (40 hours) *Qualifying event after June 15th, 2022, • Flexible Benefit Plan (Flex Spending), • Holidays, • Jury Duty/Witness Service Leave, • Life Insurance, • Long-Term Disability, • Short-Term Disability, • Pregnancy Leave, • Paid Time Off (PTO), • Personal Leave, • Wedding Leave, • Wellness Program/Gym Reimbursement, • Pet Insurance This job description is a simplified overview intended to serve as an initial introduction to the role. It should not be considered a complete recording of the role and responsibilities. The anticipated base salary range for this position is $180,000.00 to $205,000.00, based on experience, qualifications, internal equity, and market conditions. The position may also be eligible for an annual incentive opportunity and JAMCO’s applicable employee-benefit programs. JAMCO Interiors is an equal opportunity employer committed to maintaining a respectful, inclusive, and collaborative workplace.

Job Description Assistant Controller Location: Everett, Washington Reports to: Senior Controller FLSA Status: Exempt The opportunity JAMCO Interiors is seeking an experienced and hands-on Assistant Controller to strengthen financial reporting, accounting analysis, and the quality of financial information across the business. Reporting to the Senior Controller, this role will provide the technical and execution capacity needed to elevate the Controller’s focus toward senior review, leadership, judgment, and accounting transformation. The Assistant Controller will lead critical accounting reviews and analyses, resolve complex issues, and convert accounting information into practical insights and solutions. The role is intentionally focused on financial-information quality, analysis, controls, team development, and process improvement rather than direct ownership of routine transaction processing. The Assistant Controller will work closely with Accounting, Strategic Finance, Operations, Program Management, Engineering, Supply Chain, Information Technology, and tax and audit advisors. This is an opportunity for a strong accounting professional who enjoys working through details, solving problems, developing others, and building simpler and more scalable processes within a complex aerospace engineering and manufacturing environment. What you will do Financial close and corporate reporting Lead key activities within the monthly, quarterly, and annual close, ensuring that financial information and supporting schedules are accurate, complete, timely, and consistently prepared. Coordinate close deliverables across the Accounting team, identify issues and dependencies early, and support continued reduction of the close and reporting cycle. Prepare and review corporate financial-reporting packages to ensure compliance with required deadlines, formats, accounting definitions, level of detail, supporting documentation, and management explanations. Perform detailed reviews of financial results, significant variances, unusual items, and changes in estimates; clearly communicate conclusions, risks, and required actions to the Senior Controller and Finance leadership. Improve the consistency and decision usefulness of financial reporting while maintaining a clear connection between subsidiary records, corporate requirements, and management reporting. Balance-sheet integrity, reconciliations, and estimates Lead balance-sheet reviews and account-reconciliation quality, including completeness, supporting documentation, aging, reviewer evidence, issue resolution, and timely certification. Review significant journal entries, accruals, reserves, allocations, cut-off, intercompany balances, and foreign-currency activity for accuracy, reasonableness, and appropriate support. Evaluate the completeness and accuracy of estimates and judgmental balances, challenge unsupported assumptions, and coordinate corrective actions before reporting deadlines. Identify recurring errors, unreconciled items, and control gaps; determine root causes and implement sustainable solutions with accountable process owners. Standard costs, inventory, and manufacturing analysis Lead the annual standard-cost setting process and periodic updates, including material, labor, overhead, burden rates, bills of material, routings, and alignment with expected manufacturing activity. Review the accounting integrity of raw materials, work in process, finished goods, outside processing, and inventory held at third parties. Analyze purchase-price, labor, overhead, manufacturing, usage, efficiency, and production-volume variances; distinguish accounting issues from operational drivers and communicate actionable insights. Support physical and cycle counts, inventory reconciliations, cut-off, scrap, obsolescence, excess inventory, and lower-of-cost-or-net-realizable-value assessments. Partner with Operations, Supply Chain, Engineering, Program Management, and Strategic Finance to improve the connection among ERP transactions, production activity, inventory records, the general ledger, program performance, and management reporting. Technical accounting, tax, and complex initiatives Research and analyze complex or nonroutine accounting matters and prepare clear, well-supported position papers and recommendations for review by the Senior Controller and CFO. Support accounting and analysis for long-term contracts, revenue recognition, customer advances, leases, capital projects, reserves, contingencies, restructurings, and business transformations. Lead or support complex initiatives such as sale-leaseback analyses, legal-entity changes, intercompany arrangements, transfer pricing, and expansion into new jurisdictions. Coordinate annual income-tax audits and other tax reviews, maintain supporting documentation, and work with internal and external advisors to resolve issues efficiently. Analyze tax provisions, permanent and temporary differences, credits and incentives, exposures, and planning alternatives to support compliance, cash management, and sustainable improvement of the effective tax rate. Business insights and problem solving Translate accounting results and manufacturing-cost information into clear insights for Finance and business leaders. Investigate unexpected trends and variances, determine root causes, assess financial implications, and recommend practical solutions. Support profitability, working-capital, cash, and operational analyses by ensuring that underlying accounting information is reliable and appropriately interpreted. Provide ad hoc accounting and financial analysis for strategic and tactical initiatives led by the Senior Controller, CFO, or broader leadership team. Process simplification, systems, and controls Simplify and standardize close, reporting, reconciliation, costing, inventory, and analytical processes while preserving appropriate review and control. Develop practical solutions that eliminate recurring corrections, inconsistent booking, manual handoffs, duplicate reporting, and unnecessary work. Identify and implement automation opportunities across reconciliations, journal-entry support, close management, variance analysis, and financial reporting. Partner with Information Technology and process owners to improve ERP configuration, data quality, reporting tools, integrations, access, and change controls. Support the design, documentation, monitoring, and remediation of internal controls affecting financial reporting and inventory. Team leadership and partnership Provide day-to-day technical guidance, review, coaching, and development to accounting team members without assuming direct ownership of routine transaction processing. Strengthen the team’s accounting judgment, analytical skills, documentation, attention to detail, and ability to resolve issues independently. Establish clear expectations, priorities, review standards, and accountability for assigned close, reporting, costing, and analytical activities. Serve as a trusted partner to the Senior Controller and provide candid, fact-based perspectives, practical alternatives, and reliable follow-through. Collaborate effectively across functions and translate accounting requirements into practical processes that support the business. What you bring Required qualifications Bachelor’s degree in Accounting, Finance, or a related discipline. Generally, 8 or more years of progressive accounting experience, including significant responsibility for financial reporting, close, cost accounting, inventory, reconciliations, or controllership activities. Strong command of U.S. GAAP, financial statement preparation, balance-sheet accounting, accruals and estimates, revenue recognition, and internal controls. Substantial experience with standard costing, inventory, manufacturing variances, and operational accounting in aerospace, defense, engineered products, or another complex manufacturing environment. Demonstrated ability to research complex accounting matters, perform rigorous analysis, document conclusions, and communicate practical recommendations. Experience improving close, reporting, accounting processes, ERP utilization, data quality, or automation. Ability to manage competing deadlines, work through detailed information, exercise sound judgment, and build effective cross-functional relationships. Preferred qualifications CPA or CMA certification; an advanced degree is also valued. Experience with aerospace program accounting, long-term contracts, estimates at completion, customer advances, engineering development programs, or aftermarket operations. Experience supporting income-tax audits, tax provisions, transfer pricing, sale-leaseback transactions, or legal-entity changes. Experience in a multinational, private equity-backed, or transformation-oriented organization. Experience with ERP, close-management, reconciliation, workflow, business-intelligence, or financial-reporting tools. The person we are looking for You are a technically strong and hands-on accounting professional who combines attention to detail with business curiosity and practical judgment. You are comfortable reviewing financial information, working through complex analyses, identifying what does not make sense, and helping others reach a well-supported conclusion. You take ownership, communicate clearly, and follow issues through resolution. You enjoy developing people, improving processes, and using technology thoughtfully. You can operate with urgency and flexibility while maintaining high standards for accuracy, completeness, timeliness, consistency, and documentation. Compensation and benefits Jamco is passionate about providing a competitive and comprehensive benefits package and pleased to offer the following to eligible employees- • Medical Coverage, • Dental and Vision Reimbursement, • 401(k) Retirement Savings Plan, • Benefit Conversion at Termination, • Bereavement Leave, • Educational Assistance, • Family and Medical Leave, • Paid Parental Leave (40 hours) *Qualifying event after June 15th, 2022, • Flexible Benefit Plan (Flex Spending), • Holidays, • Jury Duty/Witness Service Leave, • Life Insurance, • Long-Term Disability, • Short-Term Disability, • Pregnancy Leave, • Paid Time Off (PTO), • Personal Leave, • Wedding Leave, • Wellness Program/Gym Reimbursement, • Pet Insurance This job description is a simplified overview intended to serve as an initial introduction to the role. It should not be considered a complete recording of the role and responsibilities. The anticipated base salary range for this position is $135,000.00 to $152,000.00, based on experience, qualifications, internal equity, and market conditions. The position may also be eligible for an annual incentive opportunity and JAMCO’s applicable employee-benefit programs. JAMCO Interiors is an equal opportunity employer committed to maintaining a respectful, inclusive, and collaborative workplace.

Job Description Northwest Ambulance is building its accounting department from the ground up. Everything was outsourced; now it is not. We have a Controller, an Accounting Manager, and a Payroll Manager. This seat is the fourth, and it exists because three things need an owner: the money going out, proving that the money coming in was recorded correctly, and a trained second person who can run payroll when the Payroll Manager cannot. This is not a role where you process a queue someone else designed. The processes are being built now, and you will help build them: how invoices get coded, how the vendor file is maintained, and how we prove each month that what our billing company says it collected is what actually reached the bank. We are a growing ground ambulance company with roughly 430 employees across four Washington locations, about 350 payable documents a month, and a revenue cycle that runs through a third-party billing partner. The work is real and there is a lot of it. This is a full-time, non-exempt (hourly, overtime-eligible) position reporting to the Accounting Manager, on-site at our Everett administrative office. What you'll own • Accounts payable, end to end. Enter and code vendor invoices against the chart of accounts and the correct department. Match each invoice to its purchase authorization and to confirmation that the goods or services actually arrived, and resolve differences before anything is paid, not after. Prepare the weekly payment run for approval and release, and submit the approved payment file to the bank., • The vendor file. Maintain vendor records so they are actually usable: current W-9, correct remit-to address, payment terms, and reporting status. Verify new banking or remittance details by callback to an independently sourced number, never one from the request itself. Prepare the 1099 reporting file at year end., • Company card coding and reconciliation. Code roughly 150 card transactions a month, chase the receipts, and reconcile each statement. It's the least glamorous part of the job and one of the most important, because uncoded card spend is invisible spend., • Revenue reconciliation. Each month, prove that three things agree: cash deposited at the bank, cash our billing partner says it posted, and revenue recorded in the general ledger. Prepare the accounts receivable rollforward and aging. Investigate differences and bring them to the Accounting Manager with an explanation, not just a number., • Patient refunds and credit balances. Receive refund packets from the billing partner, verify them against the account, prepare refund checks, and track the statutory clock on each one. Identify credit balances monthly and flag anything approaching a refund or unclaimed property deadline., • Outstanding checks and reconciling items. Age the outstanding check list monthly and work it down. Carry reconciling items on the difference log with a cause, an owner, and a date, and close them., • Payroll backup. Train to run a full payroll cycle in ADP (approved time exported from our scheduling system, roughly 430 employees across two states) and be ready to run it on short notice. No prior payroll experience is required; we will train you. The Payroll Manager sets pay rules, classifications, and filing positions, and the Controller reviews every register before funding. You will also be the designated backup for garnishment and support order processing., • Supporting the close. Prepare assigned balance sheet reconciliations to a standard workpaper format on the published close calendar. Prepare recurring journal entries for review. Pull support when our CPA firm asks for it. What this role does not do Stated plainly so the boundaries are clear from day one. You prepare; others approve. • You do not approve or release payments, • You do not approve write-offs or adjustments, • You do not add a vendor to the master file without the Accounting Manager's approval, • You do not own payroll, set pay rules, or make classification or tax filing determinations, • You do not review your own payroll register; the Controller does that every cycle, including the cycles you run Payroll system access is granted when you need it and removed when you don't. That is a deliberate control, not a reflection on you. Requirements What we're looking for • Associate's degree in accounting (required), • 2+ years of full-cycle accounts payable or general accounting experience, • Ability to reconcile an account to an independent source and trace a difference to its cause without being handed the answer, • Solid Excel skills, including lookups and pivot tables, and comfort working with a few thousand rows of data, • QuickBooks experience, or a demonstrated ability to pick up a new accounting system quickly, • Accuracy with volume: this role handles several hundred documents a month, and accuracy matters more than speed, • The habit of asking when something looks wrong rather than coding it and moving on, • Willingness to be trained to run payroll and to be relied on as the backup, • Discretion with confidential employee, patient, and financial information, without exception Nice to have • Bachelor's degree in accounting, finance, or a related field, • QuickBooks Online, • Healthcare, EMS, or another third-party payer billing environment, • Experience reconciling to an outsourced billing company, including aging and rollforwards, • Vendor master cleanup or 1099 preparation for a large vendor population, • Experience in a department that was being built or rebuilt, • Payroll processing experience in ADP or a comparable system, • Exposure to garnishments, support orders, or multi-state payroll, • Comfort using AI tools as part of daily practice Work environment The work is primarily sedentary, with extended periods at a desk and computer, occasional standing, walking, reaching, bending, and grasping, and the ability to lift up to 20 pounds at times. You will need to read detailed financial data accurately and communicate clearly in person, by phone, and in writing. Expect heavier hours around payment runs, month-end close, and year-end reporting deadlines. Benefits We offer a comprehensive benefits package that includes medical, dental, and vision insurance to ensure the well-being and health of our employees. Eligible employees who are scheduled to work on a designated company holiday will receive holiday pay in accordance with Northwest Ambulance policy. We invest in your future with a 401(k)-retirement plan that includes an employer match of up to 5%, helping you build a long-term financial security. We value work-life balance and offer paid time off, giving you the flexibility to rest, recharge, and take care of what matters most. Wages: $32 - $42 per hour, approximately $66,500 to $87,400 annually. Where an offer lands in the range depends on experience and qualifications. Equal Opportunity Employer Northwest Ambulance is an Affirmative Action Employer / Equal Opportunity Employer. Our employment decisions are made without regard to race, color, religion, age, sex, gender identity, gender expression, citizenship, ancestry, national origin, sexual orientation, disability, veteran status, military status, marital status, genetic information, or any other characteristic protected by applicable federal, state, or local law. Candidates must be authorized to work in the United States.

Job DescriptionWipro Givon USA, a precision aerospace manufacturer specializing in multi‑axis machining and complex aerostructure assemblies, is seeking an experienced Manager – Finance & Accounts to lead financial operations at its Everett facility. The role oversees all accounting, financial reporting, cost control, budgeting, and compliance functions to support a fast‑paced aerospace manufacturing environment. A back-office team based in India, would be reporting to this position. The manager will partner closely with Operations, Supply Chain, Program Management, Corporate Finance and the India based Shared Services Team, to ensure accurate financial visibility and strong internal controls. The position reports to the CFO of the parent company in Israel and to the Site leader at the Everett, facility. Company Benefits - Why work with Wipro Givon USA • Competitive Pay - $135,000 - $160,000 per year, • Excellent Health, Dental, and Vision options, • Paid Time Off and Company Paid Holidays, • Company Paid Life Insurance, • 401k with Company Match, • Supplement Insurance Options, • Onsite Employee Events JOB DUTIES AND RESPONSIBILITES Financial Management & Reporting • Lead monthly, quarterly, and annual financial closing activities, ensuring accuracy and compliance with corporate and regulatory standards., • Prepare and analyze financial statements, management reports, and variance analyses., • Maintain the general ledger, chart of accounts, and financial documentation.Cost Accounting & Manufacturing Finance, • Oversee standard costing, job costing, and cost‑of‑goods‑sold (COGS) analysis for aerospace machining and assembly operations., • Monitor production variances, scrap, labor efficiency, and overhead absorption., • Partner with Operations and Program Management to track program‑level profitability, margins, and cost drivers. Contracts Negotiations & Closure, • Oversee Customer, Supplier, Sub-contractor, Lessor & Service provider contracts for due-diligence, negotiation and execution in a timely and profitable manner.Budgeting, Forecasting & Planning, • Lead annual budgeting and rolling forecasts for the Everett site., • Provide financial modeling, scenario analysis, and long‑term planning support., • Track revenue, cash flow, and working capital performance.Compliance, Controls & Audit, • Ensure compliance with U.S. GAAP, internal policies, and aerospace industry requirements., • Maintain strong internal controls across purchasing, inventory, payroll, and financial transactions., • Support internal and external audits, including corporate reviews.Business Partnership & Leadership, • Serve as the primary finance partner to site leadership, providing insights that drive operational efficiency and profitability., • Collaborate with cross‑functional teams (Operations, Engineering, Supply Chain, Quality, Program Management)., • Present financial results and recommendations to senior leadership., • Lead and mentor accounting staff, fostering a culture aligned with the Spirit of Wipro values: integrity, respect, excellence, and global thinking. JOB REQUIREMENTS AND ABILITIES • CPA, CA, CMA or MBA., • 7+ years of progressive accounting/finance experience, preferably in manufacturing., • Strong knowledge of cost accounting and inventory accounting., • Proficiency with ERP systems and advanced Excel skills., • Demonstrated ability to manage closing cycles, financial reporting, and audits., • Hands on with Strong analytical, organizational, and communication skills., • Must be a U.S. Person (U.S. Citizen or Permanent Resident) in compliance with ITAR regulations, • Experience in aerospace, machining, or precision manufacturing., • Experience supporting program‑based manufacturing environments., • Openness with multi-cultural and global corporate structures., • Flexibility to travel to various global sites, customers, suppliers as needed., • Strong verbal and written communication skills and the ability to work cooperatively with others, • Excellent in negotiations and conflict resolution, • High attention to detail, • Experience with manufacturing processes, quality control, and supply chain dynamics, • Experience in working with MRP/ERP systems, • Ability to sit, stand, and walk throughout an office and manufacturing environment., • Ability to occasionally lift up to 20 pounds., • Ability to use standard office equipment and computers., • Proficiency in Microsoft Office Suite and other PC based office tools Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Due to our participation in U.S. export control programs under the International Traffic in Arms Regulations (ITAR), applicants must be a “U.S. Person” as defined in ITAR 120.15. This includes U.S. citizens, lawful permanent residents (green card holders), refugees, or asylees Wipro Aerospace USA is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other legally protected status under federal, state, or local law.

Adecco Permanent Recruitment has partnered with a manufacturing client to recruit and hire a full-time Plant Controller in the Grand Rapids area. Responsibilities • Oversee accounting and financial reporting activities, • Lead the month-end close process and ensure accurate financials, • Manage budgeting, forecasting, and reforecasts, • Analyze financial performance and help leadership understand risks/opportunities, • Improve accounting processes, reporting, and internal controls, • Coordinate external audits and regulatory reporting, • Partner closely with plant and operations leadership on business decisions, • Lead and develop the accounting team Qualifications • CPA preferred, • Bachelor’s degree in Accounting, Finance, or related field, • 6+ years of experiencce leading accounting/finance teams and operations, • Manufacturing industry experience required, • Strong knowledge of financial reporting, forecasting, budgeting, and internal controls, • Must be authorized to work for any employer in the U.S. This client is unable to sponsor or take over sponsorship of an employment Visa. This position offers a comprehensive benefits package (health/dental/vision, 401k with match, PTO, etc.), a competitive compensation package with allowances, bonuses, and more Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance * Los Angeles County Fair Chance Ordinance for Employers * San Francisco Fair Chance Ordinance

Director of Accounting Position Summary The Director of Accounting provides strategic and operational leadership for the accounting function within a complex, multi-entity healthcare organization. This role oversees financial reporting, month-end close, technical accounting, internal controls, audits, and compliance with U.S. GAAP. The Director partners closely with senior leadership to drive process improvements, support growth initiatives, and deliver accurate financial insights. Key Responsibilities • Lead and develop the accounting team, fostering accountability and continuous improvement., • Oversee monthly, quarterly, and annual close processes and financial statement preparation., • Ensure compliance with U.S. GAAP, including technical accounting matters and revenue recognition (ASC 606)., • Manage multi-entity consolidations, account reconciliations, and financial reporting accuracy., • Strengthen internal controls, accounting policies, and audit readiness., • Lead external audits and support tax and regulatory compliance activities., • Drive system enhancements, process automation, and accounting integrations., • Partner with Finance, Operations, Payroll, Legal, and executive leadership on strategic initiatives, acquisitions, and financial decision-making. Qualifications • Bachelor's degree in Accounting, Finance, or related field; Master's degree preferred., • 8+ years of progressive accounting experience, including 5+ years in a leadership role., • Strong expertise in financial reporting, month-end close, consolidations, technical accounting, and U.S. GAAP., • Experience with healthcare accounting, physician compensation models, and revenue recognition (ASC 606)., • Background in multi-entity organizations; private equity-backed experience preferred., • Proven experience managing audits, internal controls, and accounting teams., • CPA highly preferred., • Proficiency with ERP and financial reporting systems; NetSuite and FloQast experience preferred., • Strong analytical, communication, and leadership skills. THIS IS A MOSTLY REMOTE POSITION BUT MUST WORK EST HOURS Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Job Title: Director of Project Controls and Finance Location: Remote, with travel to Puerto Rico required as needed Coquí Power Overview Coquí Power LLC ("Coquí Power") is a Puerto Rico-based energy infrastructure developer focused on delivering integrated energy solutions across generation, capacity, and transmission assets. From early-stage development through the full project lifecycle, Coquí Power combines project origination, development, finance, and asset management to deliver long-term energy infrastructure solutions. Together, these capabilities allow Coquí Power to advance and sustain reliable, affordable, and secure energy for the people, communities, and businesses of Puerto Rico. Coquí Power is an affiliate of Energy Transition Capital Management LLC ("ETCM"), a private equity firm financing the development and long-term operation of critical U.S. energy infrastructure. The Role: Coquí Power is seeking an experienced Director of Project Controls and Finance to operate at the intersection of project execution, capital deployment, budgeting, and investor/lender reporting for utility-scale energy infrastructure projects. This role will be responsible for ensuring projects are financially structured, properly funded, and executed in compliance with budgetary and financing requirements. The Director will work closely on tax equity structures, ITC/PTC qualification requirements, safe harbor compliance, equipment procurement timing, debt draw mechanics, and portfolio-level reporting across multiple projects. This position is highly cross-functional and will interact daily with development teams, EPC contractors, procurement, accounting, treasury, lenders, investors, and external counsel. This role offers a unique opportunity to serve as a hybrid of project controls, infrastructure finance, construction finance, asset management, and PMO coordination. It is a strategic position with the opportunity to help shape capital strategy, acquisition underwriting, portfolio management, and financing execution across the platform. Key Responsibilities: Financial Planning & Budget Management • Building and maintaining the project budget, • Tracking actual spend vs. forecast, • Monitoring EPC costs, interconnection costs, equipment procurement, contingencies, and soft costs, • Managing draw schedules and cash flow timing, • Identifying cost overruns and financial risks early Financing Coordination • Working with lenders, tax equity investors, sponsors, and legal teams, • Managing construction loan draws and compliance requirements, • Coordinating diligence materials for financing parties, • Tracking covenants, reporting obligations, and milestone requirements, • Supporting financial close processes Contract & Invoice Oversight • Reviewing EPC invoices and payment applications, • Coordinating approvals for vendor payments, • Ensuring invoices align with contract terms and completed milestones, • Managing change orders from a financial perspective Schedule & Capital Deployment Tracking • Aligning construction progress with capital deployment timelines, • Making sure procurement, construction, and financing timelines stay synchronized, • Updating financial models based on schedule changes or delays Reporting & Stakeholder Communication • Producing reports for executives, lenders, investors, and development partners, • Tracking KPIs such as: o budget variance o burn rate o contingency usage o schedule adherence o projected COD (Commercial Operation Date) • Participating in project meetings with development, engineering, EPC, and finance teams Risk Management • Identifying risks that could impact project economics: o tariff changes o supply chain delays o labor shortages o interconnection delays o permitting issues • Modeling financial impacts and mitigation strategies Qualifications: • Bachelor’s degree in Finance, Accounting, Economics, Business, Engineering, or a related field required; MBA, CFA, CPA, or other advanced financial designation preferred, • 7–12+ years of experience in renewable energy finance, infrastructure finance, project finance, private equity, investment banking, asset management, or a related field, • Demonstrated experience supporting utility-scale solar and/or renewable energy projects through development, construction, financing, and operational phases, • Strong understanding of tax equity structures, including partnership flip structures, sale-leasebacks, and transferability considerations, • Deep familiarity with ITC/PTC qualification requirements, safe harbor rules, prevailing wage and apprenticeship requirements, and other renewable energy incentive frameworks, • Experience managing construction financing processes, including debt draw requests, lender compliance, project budgets, sources and uses, and financial reporting, • Strong financial modeling and analytical capabilities, including experience with project finance models, portfolio reporting, and acquisition underwriting, • Experience coordinating across multiple stakeholders, including developers, EPC contractors, lenders, investors, procurement teams, legal counsel, accounting, and treasury functions, • Exceptional organizational and project management skills, with the ability to manage multiple projects and deadlines simultaneously in a fast-paced environment, • Advanced proficiency in Excel and financial reporting tools; familiarity with ERP systems, project controls software, and data visualization tools is a plus, • Strong written and verbal communication skills, including experience preparing materials for lenders, investors, executives, and investment committees, • Highly detail-oriented with strong commercial judgment and problem-solving abilities, • Ability to operate both strategically and tactically in a growing, entrepreneurial environment Compensation: • Compensation is competitive and based on experience, • Salary plus performance-based bonus, • Competitive healthcare, dental, and 401(K) matching package Contact: · Please send cover letter and resume to .

REMOTE! Our client is a private equity backed rapidly growing global travel technology company. They are looking for a Head of Accounting for their highly successful North America operations. Highlights below: • Lead and develop a high performing accounting organization of approximately 30 professionals across the U.S., Canada, and Mexico., • Ownership of the monthly close process, financial reporting, technical accounting, audit, and internal controls. Improve processes, systems and finance infrastructure as the business scales. Significant interaction and exposure with global headquarters leadership team., • Ideal candidates will be accomplished operational accounting leaders with a track record of automating processes that will drive more efficient and effective results. Earlier career public accounting experience preferred. CPA required., • Great career opportunity to help scale a rapidly expanding international company! Please apply via LinkedIn including resume. Thank you!

🔎 Tax Manager — Growing CPA Firm | $130K–$190K | Remote / Hybrid / Onsite I'm working with an 80-person CPA firm that's growing fast and hiring a Tax Manager to join their team. Flexible location — fully remote, hybrid, or onsite, whatever fits you best. What they're looking for: • 6+ years of public accounting tax experience, • Active CPA license required, • Generalist tax background (individual, corporate, partnership — broad exposure valued), • Ready to manage client relationships and mentor junior staff Why this firm: • Compensation: $130K–$190K, commensurate with experience, • Strong growth trajectory with a clear path to Senior Manager and beyond, • Flexible work arrangements, • Reputation for developing talent, not just staffing engagements Not the right fit? I work with hundreds of CPA firms nationwide — from boutique shops to large regional players — and can help you find one that matches what you're looking for. On the fence about public vs. private? If you want to stay challenged, keep growing technically, and have strong job security, public accounting is still one of the best paths in the profession. A lot of people who jump to industry find the grass isn't greener. 📩 Interested, or just want to explore options? Send me your resume and let's set up a quick call.

Department: Johanson Group LLP (The Firm) Quality Management Reports to: Manager - Quality Management Location: Remote Employment type: Full-time, exempt Salary Range: $80,000 - $120,000 About the Role We are hiring a Senior Auditor for our Quality Management function. The role will support the Firm’s efforts to comply with, and continuously improve our Firm's System of Quality Management (SOQM) under the AICPA's Statements on Quality Management Standards — SQMS No. 1 (A Firm's System of Quality Management), SQMS No. 2 (Engagement Quality Reviews), and SQMS No. 3, together with SAS No. 146, SSARS No. 26, and the related attestation standards. This is a high-visibility role with direct access to Firm leadership. It suits someone who understands that quality management is a risk-based discipline, not a checklist exercise. Key Responsibilities Risk Assessment Process • Assist the Manager – Quality Management in maintaining the Firm's quality objectives, including any additional objectives beyond those specified in SQMS No., • Identify and work with the Manager – Quality Manager to assess quality risks, including changes in the nature and circumstances of the Firm and its engagements that give rise to new or modified risks., • Assist with the identification, design and documentation of responses to assessed quality risks; track ownership and operating status of each response. Monitoring, Remediation, and Annual Evaluation • Assist with the execution of the Firm’s SOQM monitoring program: ongoing monitoring activities and periodic engagement inspections across the Firm's services., • Coordinate the selection of engagements and engagement partners for inspection, and manage internal and external inspectors., • Evaluate identified findings, determine whether deficiencies exist, and assess their severity and pervasiveness., • Perform root cause analysis that goes past the symptom to the underlying condition., • Develop, assign, and track remediation actions to closure, and evaluate whether remediation was effective., • Assist the Manager – Quality Management with the assembly of evidence and analysis supporting the annual evaluation of the SOQM and the required conclusion, and the reporting package for the individual assigned ultimate responsibility. Governance and Leadership • Assist the Manager –Quality Management in preparing quality management reporting for Firm leadership., • Help ensure Firm strategy, resource decisions, and performance evaluation and compensation processes reinforce quality rather than work against it. Relevant Ethical Requirements and Independence • Investigate and document potential independence breaches, evaluate significance, and coordinate resolution., • Monitor compliance with the AICPA Code of Professional Conduct and CO state board of accountancy, and special requirements as applicable. Acceptance and Continuance • Perform client acceptance procedures and research., • Review higher-risk acceptance and continuance decisions and document the basis for conclusions, including client integrity, Firm competence and capacity, and fee and scope pressures. Engagement Performance and Engagement Quality Reviews • Under the supervision of the Manager-Quality Management, perform EQRs per Firm policy., • Assist with the maintenance of the Firm's methodology, engagement templates, checklists, and technical guidance, and update them for new and amended standards., • Administer the consultation and differences-of-opinion processes and ensure conclusions are documented and implemented., • Monitor engagement documentation, archiving, and retention requirements. Resources • Assess human, technological, and intellectual resources against quality objectives, and flag capacity or competency gaps to leadership., • Design and deliver quality management and technical training; track CPE compliance., • Evaluate service providers and network or alliance resources the Firm relies on, and document the Firm's basis for that reliance. Information and Communication • Assist the Manager – Quality Management maintains the Firm's quality management policies, procedures and supporting documentation., • Communicate quality expectations, findings, and changes to Manager – Quality management and Firm management as needed. Qualifications Required • Bachelor's degree in accounting or a related field., • 3+ years of public accounting experience in audit and/or attestation, including 2 years at senior level., • Working knowledge of AICPA professional standards, including SQMS Nos. 1, 2, and 3, SAS No. 146, the attestation standards, and the AICPA Code of Professional Conduct • Demonstrated experience with quality control or quality management, engagement inspection, peer review, or internal monitoring., • Ability to reduce complex standards into practical, usable policies and to hold people to them without being adversarial., • Strong written documentation skills. Preferred • Active CPA license., • Experience in a Firm performing SOC 1 and SOC 2 examinations and familiarity with the Trust Services Criteria., • Prior experience supporting the Quality Control function at a CPA Firm., • Experience serving as, or supporting an engagement quality reviewer., • Experience with quality management, GRC, or engagement management technology. Competencies Professional skepticism. Sound judgment under ambiguity. Comfort delivering unwelcome findings to senior people. Project management across many concurrent workstreams. Discretion with sensitive personnel and client matters. Benefits As a full-time employee, you will be eligible to participate in Johanson Group, LLP’s benefit programs, subject to eligibility requirements and plan terms. Current benefits include: • Medical, dental, and vision insurance, • Life insurance, short-term disability, and long-term disability coverage, • Retirement plan participation, • Flexible Paid Time Off (Flex PTO), • Paid holidays and other benefits as outlined in firm policies

About Piñata Piñata is on a mission to make renting rewarding. We turn rent — the largest recurring payment in most people's lives — into credit building, rewards, and access to financial services that renters have historically been shut out of. We're embedded across the property-management ecosystem, integrated with the platforms that power millions of units, and today we reach more than two million renters. Our marketplace connects those renters with the brands they need at the moments they spend most: lease signing, move-in, and renewal. We already work with 64+ brands, and we're hiring the leader who will bring in the next wave. The Role We're hiring an Independent Brand Partnerships Lead to source, pitch, and close new brand partners for the Piñata marketplace. This is a net-new revenue role built for a senior operator with a deep network: you bring the relationships, we bring the audience, the product, and the deal infrastructure. It is also a different kind of seat. The role is commission-only, aggressive commission with no cap and no set hours. You decide how and when you work, and you earn a meaningful share of the revenue you create. It suits someone who has already built a career in brand partnerships and wants ownership and flexibility over a salary and a schedule. What You'll Own • Pipeline — a qualified pipeline of consumer brands across the categories renters care about: retail and grocery, memberships, streaming, home and moving services, utilities setup, pet, education, and financial services., • Closed partnerships — signed brand deals, from first conversation through executed order form., • Brand revenue — the revenue those partners generate through CPA and referral programs, brand-funded offers, and sponsored placements., • Relationships — the senior relationship at each brand you bring in, as the partnership launches and grows. What You'll Do • Open doors with the people who own loyalty, membership, and partnerships budgets at major consumer brands., • Pitch Piñata as an acquisition and loyalty channel, using partner-specific landing pages we build for your meetings., • Structure deals on our standard order form and published Brand Partner Terms, so they close without a long legal cycle., • Hand signed partners to our team for launch, and stay close to the account as it expands., • Work directly with the CEO on priority accounts and bring her into the meetings that matter. Who You Are • 8+ years in brand partnerships, business development, loyalty, affiliate, or retail media, with a network you can actually call., • A track record of closing partnerships with consumer brands. You've owned the number, not just the introduction., • A self-directed operator who runs your own pipeline without a manager checking it., • Commercially sharp: you can structure a deal that works for the brand, for Piñata, and for the renter., • Motivated by upside and autonomy, and comfortable with pay tied entirely to results. Bonus Points • Existing relationships in membership, grocery, streaming, home services, or consumer fintech., • Experience with loyalty programs, card-linked offers, affiliate networks, or rewards marketplaces., • Familiarity with proptech or the renter audience. Compensation & Structure • Aggressive commission., • No cap on earnings., • Independent contractor (1099).

Controller (Confidential Search) Established New York Law Firm | New York, NY | Full-time, Exempt | Hybrid (in office Tuesday through Thursday) Base salary: $149,000 to $197,000, plus a discretionary annual bonus targeted at 15% of base If you're the person leadership counts on to get the numbers right, and you'd rather build a finance function than babysit one, this role was written for you. Our client is an established New York law firm serving corporate clients, is hiring a Controller to own the accounting and financial operations. You'll report to the Chief Operating Officer and work alongside a fractional CFO. You'll have real authority to set processes, enforce controls, and become the source of financial truth for firm leadership. You won't be buried in transactions. An AR specialist and an internal accounting resource handle day-to-day billing, receivables, and payables. That leaves you free to focus on ownership, accuracy, and insight. What You'll Own • The books. The general ledger, chart of accounts, and month-end close, start to finish, in Centerbase., • The reporting. A monthly package covering revenue, collections, and profitability by practice area and client., • Billing and collections. Oversight of the monthly billing cycle and the AR and collections strategy, with an AR specialist handling execution., • Payables. Review and approval of AP, supported by an internal accounting resource., • Planning. Annual budgeting and reforecasting, plus tracking of utilization, realization, and DSO., • Controls. Stronger internal controls, documentation, and segregation of duties. What Success Looks Like in Year One • A documented monthly close calendar that's consistently met., • A reporting package leadership trusts as the single source of financial truth., • Billing cycle time and DSO measured, reported, and trending the right way., • Key processes documented, so the function no longer depends on any one person's memory. What You Bring Required • Bachelor's degree in Accounting, Finance, or a related field., • 7+ years of progressive accounting experience, including full-cycle GL ownership and month-end close., • A track record of running an accounting function on a small team, comfortable both doing the work and reviewing it., • A strong technical foundation and working knowledge of GAAP., • Experience with Centerbase or a comparable legal practice management and accounting platform., • Advanced Excel skills, including pivot tables, lookups, and model maintenance., • Proven discretion with confidential partner and client information., • Clear, professional writing, with the ability to correspond directly with attorneys, clients, and outside providers. Preferred • CPA., • Law firm or professional services experience, especially with time and billing economics (utilization, realization, DSO)., • Experience coordinating with outside accountants, auditors, and legal counsel. Who Thrives Here • You treat the close calendar, the reporting package, and the distribution process as yours., • You build repeatable, documented processes instead of relying on memory., • You respect and enforce approval protocols, especially around wires, ACH, and cash handling., • You hit immovable deadlines: monthly close, tax season, and internal reporting., • You explain what the numbers mean, not just what they are. What We Offer Health coverage that actually takes the pressure off • Medical premiums 100% paid by the firm for you and your dependents, with no payroll deduction (UnitedHealthcare EPO)., • A firm-funded HRA through HealthEquity each plan year, • Dental and vision through UnitedHealthcare with low employee contributions Time off you can plan around • 15 days of PTO per year through your second anniversary, 20 days after that, front-loaded every January 1 (prorated in your hire year)., • Nine paid firm holidays, including the day after Thanksgiving., • The office goes fully remote the week of Thanksgiving and the week between Christmas and New Year's., • Remote Mondays and Fridays, plus up to five additional remote days a year on request. Long-term rewards • Discretionary annual bonus targeted at 15% of base, tied to performance., • 401(k) with pre-tax and Roth options, 100% vested immediately., • Paid parental leave after one year of service How to Apply This is a confidential search. Please submit your resume and a brief note on why this role fits where you want to go next to All inquiries will be handled with discretion.

RSM is seeking an experienced accounting professional to join our Accounting Standards Group (ASG), a component of the firm’s National Professional Standards Group (NPSG). This is an excellent opportunity for someone passionate about contributing to thought leadership, assisting with consultations on complex accounting and reporting matters, and collaborating with internal and external stakeholders. We are open to considering candidates in any location near an RSM office. Responsibilities: • Assist with the development, review and maintenance of the firm’s interpretive accounting guidance and educational training courses, which may require collaborating with other members of the NPSG, audit, tax and consulting practices, to enable others to address existing and new accounting standards, emerging practice issues and firm initiatives, • Monitor and report on the standard-setting activities of the FASB and IASB, • Assist with drafting of the firm’s comment letters in response to proposed accounting standards updates, • Lead or co-lead educational training courses in various areas of accounting and financial reporting, • Assist subject matter experts or specialists consulting with engagement teams and members of the NPSG on complex accounting and financial reporting matters, • Collaborate with members of Audit Innovation and leverage tools and technology, including AI, to more efficiently execute responsibilities and to develop prompts and agents to help the firm’s audit professionals execute more reliable financial reporting research and execution of required consultations Required Qualifications: • Bachelor’s degree in accounting, • Active CPA license, • Minimum of 5 years of current or recent experience in a public accounting, financial reporting or technical accounting capacity, • Broad working knowledge of U.S. GAAP, • Excellent accounting research skills, • Ability to work collaboratively with others and exhibit an exceptional client service attitude, • Ability to respond and be adaptable to changing priorities, • Excellent verbal, written and presentation communication skills, including attention to detail and the ability to clearly explain complex issues, • Ability to prioritize and manage multiple projects or consultations simultaneously, • Self-motivated and ability to work independently, • Willingness to develop new areas of accounting expertise to address firm needs, • Commitment to continuous development and a passion for sharing new ideas, • Willingness to travel approximately 10% of the year for teaching and other training programs, team meetings, various projects and work streams of the ASG and participation with professional organizations Preferred Qualifications: • Experience with multiple complex accounting topics, • Experience with public company accounting and SEC financial reporting, • Knowledgeable of IFRS, • Experience in developing technical accounting publications (such as whitepapers and accounting guides) and educational training courses

Cost Accountant - TOP 10 CPA FIRM CANDIDATES w/ Manufacturing Client Base Considered! $110-125K Base + 25K Bonus 100% Remote - Must Live in MD, DC, VA, PA, or DE to enable occasional meetings *(I have listed this as Hybrid purely to isolate candidates to the states listed...there is no daily office to commute to etc...just occasional meet-ups and the CFO lives in the DC Area)* This growing, private equity-backed consumer products manufacturing company is adding a new Cost Accountant to the team! The CFO is looking for someone who combines strong inventory and cost accounting skills with a solid understanding of how costs, inventory, and operations impact the broader business. The profile: • 3+ years of progressive accounting experience, • Strong cost accounting and inventory accounting background, • Experience within manufacturing and/or distribution, • Strong analytical and problem-solving skills, • High attention to detail and commitment to accuracy, • Ability to work independently and take ownership, • Hardworking, accountable, and comfortable operating in a results-oriented environment This is an excellent opportunity for a strong cost accounting professional who wants to broaden their impact, work closely with the operational side of the business, and continue developing within a growing organization. If your background aligns, or you know someone I should speak with, please message me directly. EASY APPLY to arrange your interview for this rare 100% remote role today! All conversations are confidential.

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 For You'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. Compensation The anticipated compensation range is approximately $110,000 to $130,000+, depending upon experience. And if 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.

Controller, International NGO DC-based but remote work acceptable Are you a CPA with experience auditing International NGOs or hands-on exposure to international consolidations within this company structure? My client, a $50-75M budgeted business funded primarily through private foundations, institutional partners, and private donors, is seeking a US Controller. Reporting to the CFO, a CPA/MBA with an outstanding reputation as a thought-leader in this space. Open due to recent upgrade in this position, the CFO is seeking a US-based Controller to partner with on technical accounting research occassionally while running the month end close and consolidation. With a team of 6 reporting to them, and a dotted line to the Country Controllers, this leader will serve as the right hand to the CFO. The ideal candidate will possess: • Bachelor's Degree in Accounting, • CPA highly preferred, • Public accounting foundation highly preferred, • Experience working as an Accounting Leader for an International NGO including oversight of AP, AR, Payroll, and the GL., • Sage Intacct experience If you're looking for a new challenge, have an active CPA, and significant full-cycle accounting experience with an International NGO, click to apply today!

🚀 NOW HIRING: SENIOR ACCOUNTANT | 100% REMOTE | $110K–$130K + BONUS Plan2Placement is partnering with a fast-growing technology company based in Miami, FL, and we’re looking for an experienced Senior Accountant to join their growing team. This is an exciting opportunity for an accounting professional who wants true remote flexibility, strong compensation, great benefits, and the opportunity to make an impact within a growing technology organization. 💻 The Opportunity Senior Accountant — 100% Remote 📍 Miami, FL-based technology company 💰 $110,000–$130,000 base + bonus 🏠 Fully Remote — Work from Anywhere in the U.S. 🎯 Full-Time | Direct Hire 📈 High-growth technology environment ⭐ Excellent benefits & company culture What You'll Be Doing As a Senior Accountant, you'll play an important role in supporting the company's continued growth and helping maintain a scalable, accurate, and efficient accounting function. Responsibilities will include: • Own key areas of the month-end and year-end close process, • Prepare and post journal entries and maintain supporting documentation, • Perform detailed balance sheet and general ledger reconciliations, • Review and analyze accounting activity for accuracy and completeness, • Assist with financial statement preparation and reporting, • Support accounts payable, accounts receivable, and cash-related accounting activities, • Assist with revenue and expense recognition, • Research and resolve accounting discrepancies and unusual transactions, • Support external audit and tax requirements, • Help strengthen accounting processes, controls, and documentation, • Identify opportunities to improve efficiency through technology, automation, and process improvements, • Partner cross-functionally with Finance, Operations, Sales, and other teams, • Assist with special projects as the company continues to scale What They're Looking For We're looking for someone who is technically strong, detail-oriented, proactive, and comfortable working independently in a fully remote environment. Ideal candidates will have: ✅ Bachelor's degree in Accounting, Finance, or a related field ✅ 4+ years of progressive accounting experience ✅ Strong understanding of U.S. GAAP ✅ Experience with month-end close and financial reporting ✅ Strong general ledger and reconciliation experience ✅ Excellent Excel skills ✅ Experience working with modern accounting/ERP systems ✅ Strong analytical and problem-solving skills ✅ Excellent communication and organizational skills ✅ Ability to work independently while collaborating effectively with a distributed team ✅ Experience in technology, SaaS, fintech, or another high-growth environment is highly preferred CPA or public accounting experience is a plus, but not required. 🌟 Why Consider This Opportunity? This isn't simply another Senior Accountant position. You'll be joining a growing technology company at an exciting stage of its development, where your work will have visibility and impact. The company offers a collaborative environment, strong leadership, excellent benefits, and the flexibility of working 100% remotely. If you're an experienced accountant looking for your next great opportunity with a growing technology company, I'd love to connect with you. 📩 Interested? Apply directly below. And if you know a Senior Accountant who may be a great fit, please feel free to tag them or share this opportunity! Plan2Placement, Inc. Connecting great people with great opportunities. #Hiring #SeniorAccountant #AccountingJobs #RemoteJobs #RemoteAccounting #FinanceJobs #SaaSJobs #TechJobs #Accounting #SeniorAccounting #NowHiring #MiamiJobs #FullyRemote

CV Resources has partnered with a highly reputable cpa firm seeking an outstanding Tax Manager to add to their top tier of professionals. The ideal candidate will be responsible for overseeing all tax related decisions and activities in the organization. You will help us stay tax-compliant and up-to-date on new tax laws. The biggest thing they’re looking for? Strong REVIEW experience. They need Tax Managers who can confidently review complex returns, identify issues, manage engagements, and mentor staff — not just prepare. What they’re looking for: • 5+ years of public accounting tax experience, • Strong, detailed tax return review experience, • CPA preferred/typically required, • C-Corp and S-Corp experience, • Experience within HNW, Partnerships and/or Estate & Trust, • Strong client-facing and leadership skills, • Ability to manage engagements and mentor junior staff This is a great opportunity for Tax Managers who want interesting, complex clients, strong compensation, real flexibility and continued career growth without having to sacrifice remote work.

Elevate LLC | Partner Firm Opportunity Location: Raleigh, North Carolina Remote position About Elevate Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture. A partner firm of Elevate located in Raleigh, North Carolina is seeking an experienced Tax Manager/Director with a focus on corporate/business entity returns. This role will work alongside the Tax Partner to lead and grow the practice. This is a high-impact leadership role offering the opportunity to shape the future of the firm's tax strategy, client service, and team development. The ideal candidate has a strong background in corporate entity taxation in addition to tax consulting. Key Responsibilities • Lead and expand the corporate tax practice for the Raleigh partner firm, with responsibility for growth, client service, and team leadership., • Deliver high-quality tax advisory and compliance services to C-Corporations, private equity-backed portfolio companies, and middle-market corporate clients., • Review complex corporate tax provisions (ASC 740), consolidated returns, and multi-entity structures., • Oversee preparation and review of Forms 1120, state and local income/franchise tax filings, and related workpapers., • Advise clients on entity structuring, M&A tax due diligence, corporate reorganizations, and transaction-related tax planning., • Respond to client inquiries on compliance matters including income tax, franchise tax, sales/use tax, and multi-state nexus issues., • Conduct technical tax research on corporate tax issues, including federal tax reform impacts and state conformity questions., • Develop budgets and pricing, select staff, assign workloads, and prepare management reports., • Drive practice growth through expansion of corporate advisory services and proactive business development with private equity sponsors, investment bankers, and corporate CFOs., • Serve as a trusted advisor on complex corporate tax structuring and transaction planning., • Recruit, mentor, and inspire a high-performing corporate tax team, fostering a collaborative, growth-focused culture., • Collaborate with Elevate's leadership team and shared services to leverage tax technology, automation, and best practices across the platform. Qualifications • Active CPA license required., • 10+ years of progressive experience in corporate taxation, ideally with a Big 4, large national, or regional firm., • Deep technical expertise in ASC 740 tax provision, corporate consolidated returns, and multi-state corporate compliance., • Experience with M&A tax due diligence, entity structuring, and transaction advisory work., • Demonstrated success leading corporate client engagements and growing a practice., • Proven ability to lead, mentor, and develop teams., • Excellent communication, organizational, and analytical skills., • Entrepreneurial mindset with the ability to thrive in a growth-oriented environment. Compensation & Benefits Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: • Medical, Dental, and Vision plans, • 401(k) plan, • Generous Paid Time Off (PTO), • Paid Firm Holidays, • Discretionary Performance Bonus Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

Rapidly growing, PE-backed company is seeking a remote Senior Accountant for an immediate need. Wonderful opportunity to join a dynamic company, great group, good work life balance, and plenty of room for growth. • Salary - $85,000 - $95,000, • Assist with the management of the business under the Controller's direction, • Mix of Public Accounting and private industry experience is preferred, • Fully Remote Responsibilities • General Ledger, month end close, and financial reporting, • Maintain and update accounting records in adherence with GAAP standards, • Analyze budgets and create expense reports, • Prepare documents and workpapers for audits, implement audit recommendations, and enhance internal controls, • Apply new accounting policies and ensure compliance with rules and regulations, • Report to the Controller and work to improve financial processes, • Collaborate with cross-functional teams on analyses and special projects, contributing valuable financial insights. What We Need From You • Bachelor’s degree (BS) in Finance/Accounting, • CPA is required, • 4+ years related experience, • Good communication skills and strong interpersonal skills, • Ability to work with a team and independently when required, • Understanding of Generally Accepted Accounting Principles (GAAP), • Advanced Excel skills, • Experience with inventory and/or cost accounting, • Demonstrably effective organizational and interpersonal skills, • Sensitivity towards consistently meeting changing and challenging deadlines

Tax Manager - Escape the high demands of public accounting and transition to a great industry role! Lots of flexibility! This is an excellent opportunity for an experienced tax professional looking to transition from the demanding pace of public accounting into a key in-house tax role. This stable, privately owned, Denver-based oil and gas company is seeking a Tax Manager to join their team! This is mostly a remote role with only occasional in-office meetings. This is a hands-on role that includes a significant number of partnerships, S corporations, and individuals. The company has mostly non-operated, but some operated oil and gas holdings. The ideal candidate will be based in Colorado; however, the Company will consider highly qualified candidates located in other states with a strong oil and gas presence, such as Texas or Oklahoma. RESPONSIBILIES OF THE TAX MANAGER • Support the transition of some tax compliance and planning from outside providers to an internal tax function, establishing appropriate processes, controls, documentation, and compliance calendars., • Manage federal and multi-state tax compliance and planning for the Company and its related partnerships, S corporations, and other pass-through entities., • Prepare and/or review tax returns, extensions, estimated payments, and related federal and state filings., • Oversee tax matters specific to the oil and gas industry, including the treatment of revenues and expenses, acquisitions and dispositions, intangible drilling costs, depletion, depreciation, leasehold costs, and capital expenditures., • Identify tax planning opportunities and provide guidance to management and ownership regarding tax strategies and technical tax matters., • Partner closely with the accounting team on tax accounts, book-to-tax differences, supporting schedules, and other tax-related reporting., • Monitor changes in federal and state tax laws and evaluate their impact on the Company and its owners., • Manage tax notices, examinations, inquiries, and information requests and coordinate with outside tax advisors when specialized expertise is needed. Maintain appropriate documentation supporting the Company’s tax positions. QUALIFICATIONS OF THE TAX MANAGER • Bachelor’s degree in accounting., • Master’s degree in taxation or LLM in Taxation preferred., • CPA., • 6+ years of progressive tax experience in public accounting and/or a corporate tax environment., • Strong technical knowledge of federal and state income taxation., • Significant experience with partnership, S corporation, and individual taxation compliance and research., • Strong understanding of pass-through entities, partnership allocations, and Schedules K-1., • Some oil and gas industry tax experience highly preferred., • Excellent oral and written communication skills., • Self-starter., • Highest level of honesty and integrity. Target salary range: $140,000 – $150,000+ DOE. PTO, insurance, 401K, continuing education, and more!

Senior Accountant / Accounting Manager – Technical Accounting $100K–$120K Base + Discretionary Bonus Remote flexibility | Plantation, FL office available LHH is partnering with a large, well-established organization seeking a Senior Accountant / Accounting Manager to join its accounting team. This opportunity is ideal for someone coming out of, or recently out of, a larger public accounting firm who enjoys technical accounting, financial reporting, researching new accounting guidance, and using technology to improve accounting processes. The level can flex between Senior Accountant and Accounting Manager depending on experience. Responsibilities: • Research and interpret U.S. GAAP accounting guidance, • Support technical accounting and complex financial reporting matters, • Prepare technical accounting documentation and accounting memos, • Assist with fair value and investment-related accounting matters, • Support month-end close and broader accounting projects, • Help implement new reporting requirements, • Identify opportunities for process improvement and automation, • Utilize technology and AI tools to improve accounting research and workflows, • Support ERP and systems-related initiatives Qualifications: • Approximately 3–6 years of progressive accounting experience, • Public accounting experience with a Big 4, national, or strong regional accounting firm strongly preferred, • Audit, assurance, technical accounting, accounting advisory, or financial reporting experience, • Strong knowledge of U.S. GAAP, • Ability to research unfamiliar accounting topics and apply new guidance, • Strong technology aptitude and interest in AI, automation, and process improvement, • CPA or CPA track preferred, • ASC 820, ASC 946, fair value, investment accounting, or financial-services exposure is a plus, not required Compensation: $100K–$120K base + discretionary bonus Location: The organization has an office in Plantation, FL and offers a hybrid schedule for local employees. Fully remote candidates can also be considered based on experience.

Salary: $80,000 - $100,000/year Employment Type: Full-time, Remote – IDEALLY BASED IN DENVER METRO or LOS ANGELES METRO AREA, standard business hours required Benefits: • Stipend for Medical Insurance (Health, Dental, and Vision), • PTO, • Paid Holiday Company/Position Overview: Our client is a fast-growing company with a mission rooted in sustainability. They manufacture high-quality products for the entertainment industry. They are looking for a Senior Accountant to join a team that builds cool things and constantly improves. They seek someone with a strong background in cost accounting, exceptional technical accounting expertise, sound professional judgement, and the ability to work independently. The ideal candidate is a proactive leader who can mentor others, drive process improvement, and serve as a trusted technical resource within the finance team. This role goes beyond day-to-day transaction processing – you will own the month-end close, lead job costing and WIP analysis for our custom-manufactured projects, and mentor junior staff, all while helping the department mature its processes as the company transitions to accrual accounting. This is an excellent opportunity with a growing company! Responsibilities: Month-End Close & Reporting • Own the month-end close process end-to-end, including preparing, analyzing, and interpreting complex financial statements in accordance with GAAP and other regulatory requirements., • Maintain and reconcile general ledger accounts, ensuring accuracy through detailed account reconciliation and balance sheet review., • Lead job costing and WIP (work-in-progress) tracking for custom-manufactured projects, including standard-vs-actual cost variance analysis to identify and explain cost overruns or efficiencies., • Perform journal entries for accruals, depreciation, and other adjustments using QuickBooks or equivalent accounting software., • Review reconciliations and journal entries prepared by junior staff before close, ensuring accuracy and adherence to documentation standards. AP/AR, Cash Flow & International Operations • Manage accounts payable and receivable processes, including invoice processing, vendor payments, and collections to optimize cash flow., • Manage accounting for transactions across multiple geographic regions, including multi-currency transactions and VAT compliance and reporting. Compliance, Budgeting & Process Improvement • Ensure adherence to internal controls and maintain audit readiness for internal and external audits., • Assist in budgeting, forecasting, and financial analysis to support organizational planning and decision-making., • Partner with Leadership to identify and drive continuous process improvements within the accounting department. Leadership & Mentorship • Mentor junior staff and interns by sharing best practices in technical accounting, bookkeeping, and financial report writing., • Serve as a senior point of contact for cross-functional teams on accounting matters, providing technical guidance on complex transactions. Qualifications: • 5+ years of progressive accounting experience, including experience in manufacturing or job-cost accounting environments, with a strong understanding of accrual accounting, WIP process management, and GAAP., • Demonstrated expertise in job costing and standard-vs-actual variance analysis., • Proficiency in accounting software such as QuickBooks, Sage, or equivalent systems; advanced proficiency in Microsoft Excel is essential., • Demonstrated knowledge of double-entry bookkeeping principles, including debits & credits and journal entries., • Experience managing multi-currency transactions and VAT compliance across international sales regions., • Strong analytical skills with the ability to interpret complex financial data accurately., • Excellent attention to detail combined with effective organizational skills for managing multiple tasks simultaneously., • Ability to communicate complex financial information clearly through written reports and verbal explanations., • Bachelor’s degree in Accounting, Finance, or related field; professional certifications such as CPA are advantageous but not mandatory., • Proven ability to mentor and develop junior team members, with a proactive, collaborative approach and a strong sense of integrity.

Hiring: Performance Video Editor for one of the fastest-growing wellness brands in DTC 🎬 This is the brand other growth teams screenshot and study, and they're building out their in-house video team. This seat isn't "editor who takes notes." You'd own all paid video and all AI video across Meta, TikTok, YouTube and CTV. What makes it different: → Most editors get handed a brief. Here you work with the creative strategists who write it. → Most brands say "use AI." Here you pick the stack (Veo, Kling, Runway, ElevenLabs, HeyGen…), test new models as they drop, and build the playbook the team runs on. → Most editors never see their numbers. Here you review hook rate, hold rate and CPA every week and cut the next round off what won. → Short-form, long-form, founder, creator, UGC and studio footage, with real spend behind every cut. Who it's for: • 3+ years editing paid social, ideally at a DTC brand or agency, • A reel of ads that actually ran, real experience with AI-built work, • Fluent in Premiere, Resolve or CapCut, • Someone who works across the modern stack (for example Veo, Kling, Runway, Sora, Higgsfield,, • Midjourney, ElevenLabs, HeyGen, Topaz, Captions), • Edits with the data in mind and has opinions about why a video works If this is you please apply with. your resume and I will be in touch! Bonus points if you send your reel and/or portfolio.

GENERAL DESCRIPTION The Practice Manager position is a full-time client serving role with the expectation that this person will work overtime as needed to fulfill job and client responsibilities. As the Practice Manager, you will be expected to have a minimum of one of the following designations: CISA, CISSP, or CPA. The primary duties include planning and performing cybersecurity and compliance assessment services; managing projects and overseeing staff; and participating in all other functions associated with the management of the cybersecurity professional services practice. DUTIES AND RESPONSIBILITIES • Manage projects, teams, and clients related to our service offerings (SOC reporting, PCI, HIPAA, ISO 27000, NIST 800-53/171, HITRUST, Vendor Privacy Assurance, GDPR and various other risk-based projects), • Plan, execute, conclude, and manage various cybersecurity assessment and compliance projects based on the unique requirements and circumstances of the project, • Manage a book of business with multiple concurrent projects, including scheduling and administration. Draft and review written audit reports which accurately describe procedures performed and results of testing and the nature of control weaknesses and potential risk exposure, • Use their knowledge and experience to document and test computer information systems for clients; provide recommendations on improvements to technology systems/infrastructure, • Ensures information systems application/infrastructure/controls are operating as intended, • Perform risk-based integrated reviews of financial, accounting, operational, systems and management controls, • Work on multiple projects in varying stages through completion and issuance of final deliverables, • Develop and maintain strong relationships with clients and team members; implement good client and employee retention practices, • Create and maintain a team environment, • Coach, train, and develop less experienced personnel, • Perform a detailed review of workpapers, reports, proposal, and other materials, and ensure high quality deliverables, • Complete original work in technical / complex areas when necessary, • Individual must be able to travel to client locations as needed REQUIRED QUALIFICATIONS • Bachelor's Degree in Management Information Systems, Cybersecurity, Accounting, Finance, or related field, • Minimum of at least one of the following certifications is required: CPA, CISA, or CISSP., • 4+ years of cybersecurity compliance experience and/or security assessment or architecture design/review, • Executive presence with clients, excellent written and technical skills, and the ability to effectively coach/mentor less experienced personnel, • Team motivator and team leader with the ability to complete engagements within defined timelines and within budget, • Minimum of two years professional services experience at the senior level in a related practice, • 1-3 years supervisory / management experience DESIRED QUALIFICATION • MBA or MS from a reputable full-time or executive program is highly desirable, • Willingness to pursue relevant additional professional certifications (e.g., CPA, CISA, CISM, CISSP, ISO 27000 LA, PCI QSA, HITRUST CCSFP, etc.), • Working knowledge of multiple cybersecurity frameworks, application controls, and software development life cycle and methodologies, • Demonstrate entrepreneurial abilities, client centric, industry savvy, and the ability to work independently or as part of a collaborative team, • Minimum of twenty-five professional services projects successfully completed related to our service offerings, • Demonstrated consistency in cultural values, principles, and work ethic and reliability., • Strong, demonstrated technical skills necessary for scoping and executing projects, • Innovative and creative mindset, with the ability to develop practical solutions, identify opportunities for improvement, and contribute new ideas that enhance client outcomes and organizational success., • Ability to lift and move up to 15 pounds, • Ability to sit for prolonged periods of time., • Ability to stand, walk, bend, or reach as necessary for job tasks., • Ability to use hands/fingers for typing, writing, or handling materials. COMPANY DESCRIPTION 360 Advanced is a Cybersecurity and Compliance professional services firm that provides customized integrated solutions. Our clients range across industries and extend from small businesses to the Fortune 500. We work with client operations in over 40 states and on five continents globally. We are based in downtown St. Petersburg and are looking for a Practice Manager to join our team.

About the Company A career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe. You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your clients is enabled by our strategic partner ecosystem and our robust technology platforms across the IBM portfolio About the Role The Oracle Cloud ERP Financials Architect is a key member of the Delivery Practice leadership team. This role partners closely with clients to provide advisory, solution design, and implementation oversight across Oracle Cloud ERP Financial. Responsibilities • Lead end-to-end Oracle Cloud Financials implementations and integrations., • Deep expertise in Oracle Cloud Financials (GL, AP, AR, FA, CM, Subledger Accounting, CoA)., • Design enterprise ERP solutions aligning with business and accounting requirements., • Collaborate with client stakeholders to define, architect, and optimize financial processes., • Ensure best practices in configuration, performance, and solution quality across Financials modules., • Support pre-sales through discovery, solution design, and proposal development., • Public Sector or K12 project experience preferred., • Excellent communication and client advisory skills. Qualifications • Bachelor’s degree in Finance or Accounting; CPA or equivalent preferred., • 7–10 years of ERP delivery experience; minimum 3 years as Solution Architect or Lead. Required Skills • Lead end-to-end Oracle Cloud Financials implementations and integrations., • Deep expertise in Oracle Cloud Financials (GL, AP, AR, FA, CM, Subledger Accounting, CoA)., • Design enterprise ERP solutions aligning with business and accounting requirements., • Collaborate with client stakeholders to define, architect, and optimize financial processes., • Ensure best practices in configuration, performance, and solution quality across Financials modules., • Support pre-sales through discovery, solution design, and proposal development., • Excellent communication and client advisory skills. Preferred Skills • Public Sector or K12 project experience preferred. Travel: upto 50%

US Based Applicants Only - Salary $140-160K This is a unique opportunity to join an exciting new law firm launch and help shape how the firm operates from day one. You’ll work alongside highly experienced legal professionals to establish efficient processes, implement best practices, and build a modern, technology-forward operation designed for growth. We’re looking for someone energized by building, improving, and problem-solving—not simply maintaining existing processes. Clio experience is strongly preferred. Success in this role requires embracing technology, learning new systems quickly, and using software to improve efficiency, organization, and workflows. The Firm Administrator / Bookkeeper is responsible for the firm’s day-to-day administrative, financial, and operational support. This position serves as a central resource for firm leadership, attorneys, employees, vendors, and service providers and helps ensure business operations run efficiently, accurately, and professionally. The role combines firm administration with hands-on bookkeeping, vendor coordination, employee administration, technology support, and operational oversight. The ideal candidate is highly organized, service-oriented, financially detail-focused, technologically proficient, and comfortable taking ownership. Essential Duties and Responsibilities Firm Administration & Operations • Manage the firm’s day-to-day administrative operations., • Coordinate operations across the firm’s remote workforce and office/virtual-office locations., • Maintain administrative records, directories, vendor and office information, policies, forms, and operational resources., • Manage administrative requests and ensure timely follow-through., • Coordinate firmwide administrative communications and updates., • Support employee onboarding and offboarding with leadership, HR/PEO, IT, and service providers., • Coordinate ordering, assignment, tracking, return, and replacement of equipment and supplies., • Maintain the firm’s intranet and centralized administrative resources., • Track recurring administrative activities, renewals, filings, vendor reviews, and firm obligations., • Identify opportunities to improve processes, controls, documentation, and efficiency. Bookkeeping & Financial Administration • Perform day-to-day bookkeeping and maintain accurate financial records., • Record and categorize routine financial transactions., • Manage accounts payable, including invoice review, coding, approvals, and timely payment., • Support accounts receivable, including recording payments, monitoring balances, and follow-up., • Review and process employee reimbursements for documentation, business purpose, policy compliance, and approvals., • Reconcile bank and credit card accounts and investigate discrepancies., • Maintain supporting financial documentation., • Assist with monthly close and provide documentation to the Controller and/or CPA., • Prepare routine financial and administrative reports for leadership., • Assist with cash management and monitor upcoming payment obligations., • Maintain records supporting tax preparation, audits, insurance renewals, and budgeting., • Coordinate with the Controller, CPA, payroll provider, and other financial professionals., • Support financial controls and approval processes., • Escalate unusual transactions, discrepancies, or financial concerns appropriately. Vendor Management & Liaison • Serve as the firm’s primary administrative liaison for vendors and service providers., • Maintain a centralized vendor directory including contacts, services, contract terms, renewal dates, and billing information., • Coordinate vendor onboarding and required documentation., • Complete and manage client compliance forms., • Route contracts and significant changes to leadership for review and approval., • Review vendor invoices against contracts, proposals, and agreed pricing and investigate discrepancies., • Monitor vendor performance, responsiveness, service issues, and outstanding requests., • Coordinate vendor meetings and communication with firm stakeholders., • Track contract expirations and renewals and provide advance notice to leadership., • Assist with competitive proposals and vendor evaluations., • Coordinate vendor system access and termination with IT when applicable., • Maintain agreements, insurance certificates, confidentiality agreements, security documentation, and other required records., • Escalate service, billing, security, contractual, or performance concerns as appropriate. Employee Expenses, Credit Cards & Purchasing • Administer employee expense reimbursements and review documentation, business purpose, coding, and approvals., • Monitor compliance with the firm’s Travel & Expense Policy and other applicable policies., • Administer firm credit cards and maintain cardholder, limit, and transaction records., • Review credit card activity and follow up on missing receipts or questionable transactions., • Coordinate routine purchasing and maintain required approvals., • Assist employees with expense and purchasing questions., • Identify recurring expenses and opportunities for consolidation or savings. HR & Employee Administration • Serve as an administrative liaison with the firm’s PEO, benefits providers, payroll provider, and HR-related vendors., • Coordinate employee onboarding, including forms, system access, equipment, benefits information, and firm resources., • Coordinate the annual employee review process., • Coordinate employee separations and required offboarding activities., • Maintain confidential employee administrative records., • Assist with employee census information, payroll changes, benefits administration, and routine HR administration., • Track holidays, administrative deadlines, and employee-related information., • Route sensitive employee matters to the appropriate Partner, PEO/HR professional, or legal resource. Technology & Systems Administration • Experience with QuickBooks Online, Clio, Excel, Microsoft 365, and cloud-based business tools preferred. We are a technology-first environment and value individuals who embrace new systems and ways of working., • Develop and maintain a strong understanding of the firm’s software and technology platforms., • Serve as an internal resource for routine system and workflow questions., • Troubleshoot common software/user issues and escalate to IT or software vendors when needed., • Coordinate technology onboarding and offboarding with the firm’s MSP and software providers., • Maintain records of software subscriptions, licenses, users, renewals, and vendor contacts., • Assist with implementation, testing, training, and adoption of new systems., • Promote consistent use of firm systems, procedures, and technology. Risk, Compliance & Records • Maintain business licenses, insurance policies, vendor agreements, subscriptions, and other administrative records., • Coordinate and track state-mandated employee training., • Track renewals and coordinate timely submission of required information., • Support implementation and administration of firm policies and procedures., • Maintain confidentiality of employee, client, financial, and firm information., • Follow cybersecurity, data privacy, records-retention, and confidentiality requirements., • Coordinate administrative requests related to insurance renewals, audits, and compliance reviews., • Escalate legal, ethical, financial, cybersecurity, HR, or compliance matters appropriately. Knowledge, Skills & Abilities • Strong bookkeeping and business administration experience., • Working knowledge of accounts payable, accounts receivable, bank and credit-card reconciliation, expense reimbursement, and general ledger processes., • Strong organizational, project-management, vendor-management, and relationship-management skills., • Exceptional attention to detail and accuracy., • Ability to independently manage multiple priorities and follow assignments through completion., • Excellent written and verbal communication skills., • Strong service orientation and ability to work effectively with attorneys and professional staff., • Sound judgment and discretion with confidential financial, employee, client, and firm information., • Ability to identify discrepancies, investigate issues, and appropriately escalate concerns., • Ability to develop, document, and improve administrative processes., • Strong proficiency with Microsoft 365, including Outlook, Word, Excel, Teams, and SharePoint., • Proficiency with accounting and expense-management software., • Ability to learn firm software, troubleshoot routine issues, and adapt quickly to new technology., • Comfortable working in a technology-driven, fully remote professional environment. Education & Experience • Bachelor’s degree in business administration, accounting, finance, or a related field preferred; equivalent relevant experience considered., • Minimum five years of progressive administrative, bookkeeping, office-management, or professional-services experience., • Law firm or professional-services experience strongly preferred., • Demonstrated bookkeeping experience, including accounts payable, reconciliations, expense administration, and financial recordkeeping., • Experience coordinating multiple vendors and service providers., • Experience with accounting software and Microsoft 365., • Experience supporting a remote or multi-state workforce preferred., • A willingness to embrace technology—not work around it—is essential for success in this position.

Senior Accounting Manager Position Summary We are seeking an experienced Senior Accounting Manager to take ownership of the company’s accounting operations, monthly close, financial reporting, cash management, and accounting systems. This individual will oversee both sets of books, manage a small domestic and remote accounting team, work closely with the CPA, and ensure accurate, timely, and well-controlled financial processes. The ideal candidate is a strong accounting leader who can think strategically, improve processes, build controls, and serve as the primary owner of the accounting system and AI-supported accounting workflows. Key Responsibilities • Own both sets of books and the complete monthly close process., • Prepare and review monthly P&Ls, balance sheets, financial reports, and supporting schedules., • Review bank and credit-card reconciliations and transaction coding for accuracy., • Manage Accounts Payable, Accounts Receivable, vendor payables, invoices, and expense approvals., • Manage ACH, wire transfers, bank transfers, deposits, and daily banking transactions., • Oversee cash management, cash-flow projections, and funding levels., • Manage intercompany transactions, due-to/due-from accounts, and shared-service allocations., • Prepare journal entries, maintain ledgers, and reconcile and analyze funding sources., • Manage budgeting, forecasting, and financial analysis., • Manage vendor relationships and evaluate vendor costs versus ROI., • Review contracts, manage updates, and support client onboarding requirements., • Build and improve accounting processes, internal controls, SOPs, and accountability measures., • Oversee procurement and inventory tracking., • Monitor company risk, compliance, and financial controls., • Manage EFS processes and expense reporting., • Work directly with the CPA on higher-level accounting and tax matters., • Support external audits by preparing schedules, documentation, and requested financial information., • Lead and manage a small team of domestic and remote accounting staff., • Partner with other departments to verify revenue sources and ensure financial accuracy., • Become the human owner of the accounting system, including oversight and integration of AI-supported accounting workflows., • Identify problems, develop solutions, and implement improvements across the accounting function., • Perform other duties as assigned. Required Skills & Qualifications • Thorough knowledge and experience with QuickBooks Online (QBO)., • Strong accounting, numerical, analytical, and problem-solving skills., • Experience with complex reconciliations, month-end close, financial reporting, AP/AR, and cash management., • Strong Excel and Microsoft Office skills., • Excellent organization and attention to detail., • Strong leadership skills with a strategic, big-picture approach., • Excellent verbal and written communication skills., • Ability to manage a high volume of requests and changing priorities in a fast-paced environment., • Ability to identify issues, develop solutions, and implement effective processes., • Experience with online accounting systems and financial services., • Experience managing or mentoring accounting staff. Education & Experience • Bachelor’s degree in Accounting, Finance, or related field with at least 1 year of professional accounting experience; or, • Three or more years of professional accounting experience; or, • Equivalent combination of education and experience demonstrating comparable knowledge and abilities. Preferred Qualifications • Advanced QuickBooks Online experience., • Experience overseeing multiple sets of books., • Experience managing a full monthly close process., • Experience with financial reporting, budgeting, forecasting, and cash-flow analysis., • Experience working directly with a CPA., • Experience developing accounting controls, SOPs, and process improvements., • Experience managing domestic and remote accounting teams., • Experience working with AI tools or AI-enabled accounting workflows.

We are a multifaceted CPA firm that provides financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services.We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to ou

Overview: Are you an accounting professional with a strong foundation in fund accounting, investments, or alternative assets? We are partnering with a growing investment organization seeking a Staff Accountant to support accounting operations across multiple investment vehicles and special purpose entities (SPVs). This role offers the opportunity to work closely with investment professionals while managing the financial reporting, reconciliation, and investor accounting activities that support a dynamic portfolio. This position plays a critical role in the day-to-day accounting and financial operations of investment funds and syndicate structures. The ideal candidate enjoys working in a fast-paced environment, has excellent attention to detail, and possesses a solid understanding of accounting fundamentals along with exposure to investment transaction flows. Responsibilities • Prepare and record journal entries related to investment activity, fund transactions, and operating expenses, • Track and reconcile investor capital contributions, capital calls, and related cash activity, • Monitor and reconcile investor distributions, proceeds from exits, and allocation calculations, • Perform monthly bank reconciliations, cash reconciliations, and balance sheet account reconciliations across multiple entities, • Maintain accurate general ledger records and supporting documentation, • Assist with investor capital account maintenance and investor reporting, • Support month-end and quarter-end close processes, including accruals and adjusting entries, • Reconcile information between fund administrators, custodians, and internal accounting records, • Assist in the preparation of financial reports for management, investors, auditors, and other stakeholders, • Maintain audit-ready documentation and support compliance requirements, • Investigate and resolve accounting discrepancies and cash movement variances, • Partner with investment and deal teams to ensure accurate transaction recording from investment through exit Qualifications • Bachelor’s degree in Accounting, Finance, or a related discipline, • Strong understanding of general ledger accounting, reconciliations, and financial reporting, • Experience in fund accounting, private equity, venture capital, investment management, family office, hedge fund, or alternative investment environments preferred, • Familiarity with capital calls, distributions, investor allocations, and waterfall structures is a plus, • Experience with accounting systems such as NetSuite, QuickBooks, or other fund accounting platforms, • Advanced Excel skills and strong analytical abilities, • Ability to manage multiple entities and priorities simultaneously, • Experience collaborating with fund administrators, auditors, and cross-functional teams, • CPA designation or progress toward CPA is preferred but not required, • Exceptional attention to detail and accuracy, • Strong organizational and time-management skills, • Ability to handle sensitive financial and investor information with discretion, • Effective written and verbal communication skills, • Self-starter who thrives in a remote and deadline-driven environment, • Strong problem-solving and reconciliation skills Why Consider This Opportunity? • Fully remote work environment, • Exposure to venture capital and alternative investment structures, • Opportunity to work closely with investment professionals and fund stakeholders, • Broad visibility across fund operations, accounting, and investor reporting, • Dynamic and collaborative team culture Interested candidates: apply through this job posting, and reach out to: Jordan Schilit Recruiting Manager, Spectrum Careers Accounting and Finance Search 703-738-1227 - Direct https://www.linkedin.com/in/jordan-schilit/

Senior Tax Associate Callow Consulting | Baltimore–Washington Area (100% Remote — U.S.) $100,000–$150,000 Salary + Bonus + Full Benefits | Full-Time This Isn’t Your Typical Tax Job Most tax roles feel like factories. You’re one of 40 preparers. Everything is siloed. You rarely speak with clients. You’re buried in basic 1040s, and no one trusts you to final-sign anything complex until you’ve been there for seven years. Tax season is brutal, the off-season is slow, and “tax planning” is something only the Partners get to do. We do the opposite. Callow Consulting is a growing, full-service CPA firm specializing in individuals, professionals, estates and trusts, and small businesses. We’re looking for a Senior Tax Associate who is ready to own complex work from day one. You’ll have the authority to prepare and final-sign returns, represent clients before the IRS, review the work of others, and proactively identify tax-planning opportunities. This is a true Senior role. You won’t be micromanaged. You’ll be trusted. What You’ll Do On a typical day, you will: • Prepare and final-sign complex 1040s, including multi-state returns, rentals, Schedule C, S-corporation, and partnership returns, • Perform final review on returns prepared by others and coach team members, • Identify and execute proactive tax-planning opportunities, including:, • Bunching strategies, • Roth conversions, • Entity selection, • QBI optimization, • Cost segregation, • And other advanced planning strategies, • Represent clients in IRS audits, collections matters, Offers in Compromise (OIC), installment agreements, and penalty-abatement cases, • Work directly with high-net-worth individuals, business owners, trustees, and their attorneys, • Explain the “why” behind tax positions, not simply the “how” What We Need These are non-negotiable requirements: • Active CPA license, • 2+ years of final sign-off authority on 1040s and small-business returns, • 3+ years preparing and/or reviewing 100+ returns annually, with full-cycle experience rather than seasonal-only preparation, • Proven experience personally handling IRS notices, audits, or collections cases, • Ability to confidently explain and defend the reasoning behind tax positions, • No disciplinary history with the IRS Office of Professional Responsibility Compensation & Benefits • $100,000–$150,000 base salary, based on proven experience and performance, • 100% remote — U.S. only, • Eastern or Central Time Zone, • Health, dental, and vision insurance, • Retirement plan with employer match, • Generous PTO, • Paid holidays, • A sanity-preserving tax-season policy, • Immediate start — we want you fully ramped before January About Callow Consulting Callow Consulting is a full-service accounting firm based in the Baltimore–Washington area. We provide high-quality tax and financial services to individuals, professionals, and small businesses, with expertise in estates and trusts. We pride ourselves on creating a uniquely enjoyable and supportive work environment. We believe in work-life balance, invest in the professional development of our staff, and give our team the autonomy and trust they need to do their best work. If you’re an experienced CPA who wants meaningful client relationships, challenging tax work, real authority, and a firm that trusts its senior professionals, we’d like to hear from you.

Be Part of Something Extraordinary at Brixey & Meyer! Brixey & Meyer is not just any firm – we've been recognized as one of the fastest-growing firms in the US, recognized as one of the top 50 best firms in the United States and Canada by INSIDE Public Accounting, and have been recognized as Best Places to Work 13 times! We're committed to having a positive impact on the employees of our firm and for the clients we serve. If you're someone who excels at attention to detail, builds trust effortlessly, and thrives in the world of accounting, we want to meet you! MANAGER POSITION SUMMARY: The CFO Services Manager- Department of Defense Expertise is responsible for overseeing multiple client engagements and managing a team of Seniors and Accountants. The client service aspect will focus on outsourced accounting and interim Controller roles specifically supporting Department of Defense (DoD) clients. The ideal candidate is highly experienced in DoD accounting, finance, and compliance and possesses a deep understanding of DoD regulations, cost accounting, and government contract requirements. The Manager will also be responsible for coaching and mentoring staff, managing client relationships and networking/ practice development. This role reports to the Senior Manager and Shareholder. MANAGER ESSENTIAL JOB FUNCTIONS: • Provides high-quality, value add CFO Services to clients, • Ensure client compliance with DoD financial regulations, FAR, CAS, and other applicable federal guidelines., • Analyze cost structures and recommend cost allocations and indirect rates., • Oversee DCAA audits, prepare responses to findings, and implement corrective actions., • Develop compliant cost proposals, including cost volumes and narratives., • Advise clients on budgeting and forecasting to support program management., • Review proposals, contract modifications, and facilitate contract onboarding., • Manages client expectations to provide exceptional service to a book of business, • Manages multiple ongoing engagements to meet client deadlines, schedule staff and ensure staff time is properly utilized., • Builds and maintains relationships with key client contacts, • Looks for opportunities to create value, reduce costs and maximize efficiencies for clients, • Reviews work of seniors and accountants for accuracy of accounting and financial reporting, • Mentors and coaches Seniors and Accountants, • Assists with Firm administrative tasks for CFO Services as needed (e.g.—scheduling, sales pipelining, performance reviews, billing, etc.), • Ability to navigate QuickBooks Online and other ERP and accounting systems utilized by our clients., • Assists with hiring, developing, and managing CFO Services team-members as assigned, • Meets annual budgeted billable hours, • Cultivates new business for the Firm and identifies additional services to provide to current clients of the Firm, • Cross-sells and identifies additional services to provide to current clients of the Firm, • Participates in Firm committees and activities, • Promotes the Firm positively in the community and through professional organizations involvement, • Performs other duties as assigned MANAGER QUALIFICATIONS: • Bachelor’s degree in accounting or finance; Master’s degree or continuing coursework is preferred, • CPA or relevant certification preferred, • 2+ years of managerial or direct supervisory experience, • Advanced computer literacy, including proficient use of all Microsoft Office products, • Valid Driver’s license and transportation to client sites up to 1 hour from the home office location, • Proven ability to work individually and collaboratively within a team setting, • Proactive mindset with a willingness to leverage AI, technology and process improvements to enhance efficiency and effectiveness, • The desire to have fun with your work and to contribute to our unique company culture, • Process oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines, • 7+ years of qualified work experience in finance or accounting supporting Department of Defense companies Awesome Perks for Our Team: Join us at Brixey & Meyer, where your well-being and professional growth are our priorities. We are committed to creating an inclusive and supportive work environment where everyone can thrive. • Medical, Dental, and Vision Insurance: Coverage starts on day one to ensure you and your family's health needs are taken care of., • 401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security., • Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences., • Lifestyle Spending Account: Receive a lifestyle spending account to use for wellness, fitness, or other personal expenses, enhancing your overall well-being., • Flexible Time Off: Take advantage of flexible time off to recharge and maintain a healthy work-life balance., • Holiday Pay: Celebrate holidays with paid time off, allowing you to relax and spend quality time with loved ones., • Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities., • Training and CPE Credits: Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field., • Pet Insurance: We care about your furry family members too! Get peace of mind knowing your pets are covered for unexpected vet bills. Why Join Us? At Brixey & Meyer, you'll be part of a dynamic team that values your expertise and fosters growth and development. You'll have the opportunity to work with a diverse client base, tackle new challenges, and make a real impact in our firm and the community. Plus, you'll enjoy a supportive work environment where fun is encouraged, and your contributions are celebrated. Ready to Join Us? If you're ready to take the next step in your career and be part of something great, we want to hear from you! Apply now and let's build a brighter future together at Brixey & Meyer. Brixey & Meyer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees.

100% Remote - (Generalist) Tax Supervisor Opportunity w/ CPA Firm!!! Our client is an aggressively growing MidSize CPA Firm headquartered in Colorado Springs, CO, who are and actively seeking a (Generalist) Tax Supervisor to join their team on a 100% Remote schedule!!! The plan is for this individual to start on November 17th to get up to speed in time for the Spring Tax Busy Season. The Firm is known for offering an Exceptional WorkLife Balance, offering Remote work, limited Regular and Busy Season Hours, no weekends, no travel, and Summer Fridays Off!!! There is also room for Career Growth in this opportunity as the firm prides themselves in concise career paths for individuals who are serious about making it to Partner, having promoted multiple Tax Seniors/Supervisors to Upper Management hence the reason for this opening!!! Tax Supervisors and Tax Seniors are encouraged to Apply Benefits Include: • Base Salary: $110,000 - $150,000 (DOE), • 401K Match: 3.5%, vested 20% per year, • Multiple Healthcare Options, • Employee Stock Ownership, including Partner buy-in, • Path toward Partnership - Multiple Individuals have been promoted to Partner within 3 years of joining the firm. Hours/Schedule: • Regular Season: 40-45 Hours, • Busy Season: 55-60 Hours, • All salaried positions must work 1,900 hours annually, • 23 Days of Firm and Holiday Closures plus PTO (take time off when you need it!), • Summer Fridays Off for Tax Team!!!, • Start Date: November 17th Apply Today on LinkedIn or reach out to Dylan Piekarski at

The CFO at one of our fast-growth manufacturing & e-comm clients based in NY is hiring a FULLY REMOTE Director of (Internal) Financial Reporting, reporting to the Director of Finance (functions as a VP and reports to the CFO). It's preferred that candidates are based in the EST or CST time zones and able to travel to the company's NY HQ roughly 2-4 times a year. Base salary is up to $225k, plus bonus and 401k match. This is a critical role within the company and the CFO's org, and stands to only increase in criticality and scope after the company completes its planned IPO in 2026 or 2027. Candidates MUST BE a CPA to be considered. KEY DIVERSE RESPONSIBILITIES:50% leading preparation of financial consolidation, internal financial statements, and operational reporting (some of which includes large datasets), preparation of quarterly bank covenant reporting, preparation of monthly / quarterly BOD packages, and preparation, analysis & review of KPIs, dashboards, margin / pricing, etc. by SKU, product, customer, etc.30% analysis of the (above) reporting, process improvements, assist with (not own) ad-hoc budgets & forecasts, etc.20% accounting, including technical research of new accounting guidance & preparation of related white papers for company and external auditors, have an instrumental role in company acquisitions (due diligence, purchase accounting, working with valuation experts on opening balance sheet, post-acquisition integration), assist with internal & external audits, etc. KEY REQUIREMENTS:B.S. in Accounting or FinanceMUST BE an a CPA5+ years of diverse, relevant, ‘hands on’ experience, preferably from a mix of experience in public accounting and private industry at manufacturing companies that 'own' the manufacturing process, with cost accounting and inventory accounting experienceMeaningful SEC reporting and SOX experience is a plus PLEASE NOTE: This client is NOT open to sponsorship. Candidates who are NOT currently authorized to work in the U.S. for any employer will NOT be considered or contacted. If you are a fit and interested, please email a MS Word version of your resume to David Rivard, Director of Recruiting for Executive Alliance, at Thank you!

Oracle Cloud Fusion Technical SME – Procure to Pay (P2P) Company: Leading CPA & Advisory Firm Location: Remote (Preferably in Cleveland, OH, or Detroit, MI) Duration: 2+ Months Rate: $90-$100 per hour (C2C), depending on experience Position Overview Our client is seeking an experienced Oracle Cloud Fusion Technical Subject Matter Expert (SME) specializing in the Procure-to-Pay (P2P) domain. This contractor will serve as a senior technical resource responsible for designing, developing, integrating, and supporting Oracle Fusion Cloud solutions across the end-to-end P2P lifecycle. The ideal candidate will bring 8+ years of Oracle ERP/Cloud experience, including substantial hands-on experience with Oracle Fusion Cloud Procurement and Financials, and will combine deep technical expertise with a strong understanding of procurement and accounts payable business processes. The SME will partner with functional leads, business stakeholders, architects, developers, and integration teams to translate complex business requirements into scalable and supportable Oracle Cloud solutions. Key Responsibilities • Serve as the technical SME for Oracle Fusion Cloud Procure-to-Pay, providing technical leadership across solution design, development, integration, testing, deployment, and production support., • Design and develop technical solutions supporting the complete P2P lifecycle, including supplier management, requisitioning, purchasing, purchase orders, receiving, invoice processing, invoice matching, approvals, accounts payable, and payments., • Partner with functional SMEs and business stakeholders to analyze requirements and translate business processes into appropriate Oracle Fusion technical solutions., • Design, build, troubleshoot, and enhance integrations between Oracle Fusion Cloud and internal or third-party applications using Oracle Integration Cloud (OIC), REST APIs, SOAP web services, and other Oracle integration technologies., • Develop and support inbound and outbound interfaces, data conversions, extracts, and bulk data-loading processes using applicable Oracle technologies such as FBDI, ADFdi, REST/SOAP services, and scheduled processes., • Design and develop reports, extracts, and analytics using BI Publisher (BIP), OTBI, Oracle Transactional Business Intelligence, SQL, and related reporting technologies., • Provide technical expertise for Oracle Fusion approval workflows, security, roles, privileges, and P2P-related application configurations., • Analyze existing customizations, integrations, and extensions and recommend opportunities to leverage standard Oracle Fusion functionality where appropriate., • Troubleshoot complex production issues involving integrations, data, workflows, reports, interfaces, security, and application processing., • Perform root-cause analysis and develop sustainable solutions for recurring technical and data-related issues., • Support Oracle Fusion quarterly updates by assessing technical impacts, coordinating regression testing, and resolving issues associated with new releases., • Participate in solution architecture and technical design reviews and ensure solutions comply with enterprise architecture, security, integration, and development standards., • Create and maintain technical design specifications, interface documentation, data mappings, process flows, deployment documentation, and operational support procedures., • Support unit, system integration, regression, and user acceptance testing, including defect analysis and resolution., • Mentor developers and other technical resources and provide guidance on Oracle Fusion Cloud development and integration best practices., • Communicate technical concepts, risks, dependencies, and solution alternatives effectively to both technical and non-technical stakeholders. Required Qualifications • 8+ years of experience working with Oracle ERP technologies, with significant hands-on experience in Oracle Fusion Cloud ERP., • Strong technical expertise within the Oracle Fusion Cloud Procure-to-Pay (P2P) domain., • Demonstrated experience supporting Oracle Fusion Procurement/Purchasing and Payables processes and their associated integrations and data flows., • Strong hands-on experience with Oracle Integration Cloud (OIC) and enterprise application integrations., • Experience developing and consuming REST APIs and SOAP web services within an Oracle Fusion environment., • Experience with Oracle Fusion data-loading and interface technologies such as FBDI and ADFdi., • Strong experience developing reports and extracts using BI Publisher (BIP), OTBI, and SQL., • Strong understanding of Oracle Fusion data structures, scheduled processes, integration patterns, and application architecture., • Experience troubleshooting complex Oracle Fusion integrations, interfaces, reports, workflows, and data issues., • Experience supporting the complete software development lifecycle, including requirements, technical design, development, testing, deployment, and production support., • Experience working with cross-functional teams consisting of functional consultants, developers, architects, business analysts, and business stakeholders., • Strong analytical, troubleshooting, documentation, and communication skills. Preferred Qualifications • Experience with multiple Oracle Fusion Cloud implementations, upgrades, migrations, or large-scale transformation programs., • Experience integrating Oracle Fusion with third-party procurement, supplier, banking, tax, expense, or financial applications., • Knowledge of Oracle Fusion security architecture, including roles, privileges, data access, and integration/service accounts., • Experience with Oracle Cloud Infrastructure (OCI) or other Oracle PaaS technologies., • Experience supporting high-volume or complex enterprise P2P environments., • Oracle Cloud certifications related to Procurement, Financials, Integration Cloud, or ERP are preferred., • Experience working in Agile/Scrum or hybrid delivery environments. Key Technical Skills Oracle Fusion Cloud ERP: Advanced expertise with Oracle Fusion architecture and technical capabilities, particularly Procurement and Financials. Procure-to-Pay: Deep understanding of the end-to-end P2P lifecycle spanning suppliers, requisitions, purchasing, receiving, invoice processing, matching, accounts payable, approvals, and payments. Oracle Integration Cloud (OIC): Strong hands-on experience designing, developing, monitoring, and troubleshooting integrations. Integration & Data Technologies: REST APIs, SOAP web services, FBDI, ADFdi, file-based interfaces, scheduled processes, and enterprise integration patterns. Reporting & Analytics: BI Publisher, OTBI, SQL, data extracts, and Oracle Fusion reporting/data models.