Crm jobs in United States

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Job Description $35–$45/hour + 3% Commission | Full-time | Bronx & Westchester County, NY About You and Us Heating & Air Conditioning You and Us Heating & Air Conditioning is a growing residential and light-commercial HVAC company serving the Bronx, Westchester County, and surrounding areas. We handle HVAC repair, equipment replacement, boilers, furnaces, central AC, heat pumps, mini-splits, hydronic systems, water heaters, ductwork, indoor air quality, and preventive maintenance. “Comfort You Can Count On. Every Season.” We're looking for an experienced HVAC Selling Service Technician: a strong diagnostic tech who can clearly communicate findings, present repair options, and identify legitimate replacement opportunities, without high-pressure selling. Compensation & Benefits $35–$45/hour, based on experience 3% commission on equipment replacements sold Additional incentives for accessories and Comfort Club memberships Paid vacation and paid sick days What You'll Do Diagnose, service, and repair residential and light-commercial HVAC systems Work on furnaces, boilers, central AC, heat pumps, mini-splits, hydronic systems, and controls Perform electrical, refrigerant, airflow, and combustion-safety diagnostics Explain findings clearly to customers Present repair, improvement, and replacement options Generate qualified replacement opportunities Sell indoor-air-quality products, thermostats, and Comfort Club memberships Complete invoices, photos, and service documentation Maintain your service vehicle, tools, and inventory Participate in scheduled emergency or after-hours coverage What We're Looking For 5–7 years of HVAC service experience EPA Universal certification Strong diagnostic and control-wiring ability Proven ability to communicate and sell ethically Able to discuss your average ticket, close rate, and previous replacement sales Valid driver's license and acceptable driving record Comfortable using a CRM, tablet, and digital estimates Professional, dependable, and organized Preferred Boiler, hydronic, and light-commercial experience Experience with financing and three-option presentations NATE or manufacturer certifications Schedule Full-time. Includes scheduled emergency or after-hours coverage. Why You and Us? We're building a team of reliable professionals who communicate well, respect customers, keep clean work areas, and want to grow with the company. If you're a skilled diagnostic tech who believes in honest, educational selling, we'd love to hear from you. Work Location: Bronx, NY / Westchester County and surrounding areas

Job Description The AER Commercial Estimator supports DNE’s estimating efforts for applied product lines by preparing accurate, timely cost estimates and proposals for a variety of HVAC projects. This role manages projects from bid receipt through submission, analyzing mechanical plans to evaluate system capacity, design feasibility, and code compliance, while suggesting design adjustments as needed. The Commercial Estimator collaborates with internal teams, customers, and other stakeholders to ensure proposals are complete, competitive, and aligned with project requirements – all supporting commercial HVAC system quoting. Additionally, this position serves as a key resource to customers, sales teams, and branch personnel by delivering reliable project information and responsive help desk support. Position Responsibilities may include: May include: Quotation Management and Project Fulfillment • Receive requests for quotations and prepare responses in an accurate and timely manner, • Prepare cost estimates by analyzing Mechanical plans / HVAC Plans and project requirements, • Confer with customers, sales account managers, and/or outside sales engineers to assess equipment needs and to determine system requirements for projects, • Plan and modify product configurations to meet customer needs, • Generate submittals which include accurate drawings and product data, • Recommend improved products, systems or equipment to customers, specifying how such changes will lower costs or increase efficiency AER “Help Desk” and Sales Support • Serve as internal AER resource to project stakeholders, including:, • Customers, • Sales Account Managers, • Branch Teams, • Outside Sales Engineers, • Collaborate with sales teams to understand customer requirements, in order to support and promote the sale of company products, and to provide technical support, • Provide technical and non-technical support and services to customers, architects, engineers, or ABCO colleagues regarding the use, operation, and maintenance of equipment Knowledge and Skills: • Proficiency with Microsoft Office applications, including Excel, Outlook, and Word, • Ability to learn and effectively utilize DNE’s CRM platform and other required business systems, • Basic understanding of the refrigeration cycle, • Some understanding of HVAC systems preferred but not required, • Strong organizational and time management skills, • Effective communication and interpersonal skills with the ability to collaborate across teams, • Positive flexible attitude, with a can-do approach to solving challenges, • Ability to apply good judgement, strong work ethics and integrity on the job. Experience: • Previous HVAC experience preferred but not required Education: • Bachelors degree or higher required, • Engineering degree preferred. People Management: No Physical Requirements / Working Environment: • Must be able to perform essential responsibilities with reasonable accommodations. Reports to: • Director, AER/Inside Sales Pay Range: $65,000-$75,000.00 The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.

Job Description $55,000–$70,000 Base + Commission | $100,000–$160,000 Target Earnings | Full-time | Bronx & Westchester County, NY About You and Us Heating & Air Conditioning You and Us Heating & Air Conditioning is a growing residential and light-commercial HVAC company serving the Bronx, Westchester County, and surrounding areas. We handle HVAC repair, equipment replacement, boilers, furnaces, central AC, heat pumps, mini-splits, hydronic systems, water heaters, ductwork, indoor air quality, and preventive maintenance. “Comfort You Can Count On. Every Season.” We're looking for an experienced HVAC Comfort Advisor to run qualified replacement appointments, design the right solution for each home or building, present options, explain financing, and close sales professionally and honestly. Compensation & Benefits $55,000–$70,000 annual base salary, depending on experience Performance-based sales commission Target total annual earnings of approximately $100,000–$160,000 based on performance Paid vacation and paid sick days What You'll Do Meet homeowners and commercial clients for HVAC replacement consultations Perform accurate site surveys and gather equipment, electrical, ductwork, and application information Recommend properly sized solutions based on the building and the customer's needs Present Premier, Deluxe, and Basic replacement options Explain warranties, energy-efficiency options, financing, and available upgrades Prepare and present complete proposals Follow up consistently on every unsold estimate Coordinate sold jobs with the office and installation department Maintain accurate CRM records, sales notes, and forecast information Track appointments, presented estimates, close rate, average ticket, and sold revenue Maintain a professional appearance and represent the company honestly What We're Looking For 3+ years of successful HVAC in-home sales or relevant HVAC sales experience Strong knowledge of residential HVAC applications Proven closing ability with measurable sales results Able to provide your previous annual sales, close rate, and average ticket Experience presenting financing and multiple system options Excellent listening, presentation, and follow-up skills Valid driver's license and acceptable driving record Comfortable using a CRM and digital proposal software Preferred Technical HVAC installation or service background Load-calculation and duct-system knowledge Experience selling boilers, furnaces, heat pumps, and mini-splits Experience with residential and light-commercial clients Schedule Full-time. Occasional evenings or weekends as needed. Why You and Us? We're building a team of reliable professionals who communicate well, respect customers, and want to grow with the company. If you're a consultative closer who wins by educating customers rather than pressuring them, we'd love to hear from you. Work Location: Bronx, NY / Westchester County and surrounding areas

Job Description Location: In-Person – New York Area Compensation: Commission + Team Override (High Six-Figure to Seven-Figure Potential) High Rise Capital is actively expanding and seeking an experienced MCA Team Lead / Team Manager to help build and scale a high-performance sales floor. This is a leadership role for someone who understands the MCA industry at a deep level and can both produce personally and elevate a team. We are not looking for someone who simply manages spreadsheets — we want a leader who can control the room, drive energy, and step into deals when necessary to get them funded. The right candidate understands underwriting, lender appetite, stacking strategy, and how to position files correctly to maximize approvals. This position requires someone who leads from the front. You must be comfortable opening deals, handling objections, structuring files, negotiating terms, and closing business — while also coaching reps to do the same at a high level. Requirements Key Responsibilities • Manage and develop a team of MCA sales representatives, • Run daily morning meetings and sales trainings, • Track and enforce KPIs (dials, talk time, submissions, approvals, fundings), • Assist reps with deal structure and lender placement, • Jump on calls to help close or save deals when needed, • Maintain and grow lender relationships, • Create a competitive, high-accountability production culture Requirements (Non-Negotiable) • Minimum 2+ years of direct MCA experience, • Proven record of personal monthly funding production, • Experience handling both clean paper and high-risk files, • Strong understanding of stacking, debt ratios, and underwriting logic, • Ability to open and close deals confidently, • Prior experience managing or mentoring reps preferred, • Comfortable handling large files, including 6- and 7-figure opportunities Benefits What We’re Looking For We want someone who: • Is competitive and production-driven, • Leads by example, • Can manage multiple personalities, • Thrives under pressure, • Wants to build a serious operation — not just collect a paycheck Compensation & Opportunity We offer a competitive base salary for proven managers, along with aggressive commissions on personal production and an override on total team volume. Performance-based bonuses and uncapped earning potential ensure that your income grows as your team scales. For the right leader, this role represents a legitimate high six-figure to seven-figure opportunity based purely on performance and team development. You will be operating out of our 12,000 square foot office with capacity for 120 seats. We provide the full infrastructure needed to win — dialer, CRM, data access, lender relationships, and operational support are all in place. We also have two full-time in-house recruiters dedicated to building sales teams. We will actively help you scale your floor, although candidates who can bring experienced reps with them will have a strong advantage. If you have real MCA experience and know how to run a sales floor while still closing your own business, we want to speak with you. To apply, please submit your resume along with: • Your average monthly production, • The number of reps you’ve managed, • The largest deal you have personally closed Serious applicants only.

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

Head of Investor Relations | DeepTech (hardware + AI) | NYC \n Hybrid working environment (Manhattan, NYC) \n $250/270k + bonus + equity \n \n Talentedge are partnering with a VC backed DeepTech company, spanning advanced hardware and AI. Backed by leading venture capital investors, the company has raised substantial capital to fund the development of its technology and is entering its next phase of growth, marked by an expanding footprint in the United States and a deepening bench of institutional investors. As part of this growth, the company is building out a New York presence and hiring its first dedicated Investor Relations Lead. \n \n This is a rare opportunity to build the Investor Relations function from the ground up at a high-growth, capital-intensive DeepTech business. Reporting into the CFO, the Head of Investor Relations will own the company's relationships with existing and prospective investors, shape how the equity story is told to the market and be a central partner in future fundraising rounds. This role suits someone who has trained in investment banking and has since moved in-house to operate as a builder inside fast-growing, venture-backed technology or hardware companies — ideally with first-hand experience supporting the kind of large, complex rounds ($100m+) that capital-intensive DeepTech businesses require. \n \n Key responsibilities: \n\n • Own Investor Relations end-to-end: act as the company's first dedicated IR hire, building the strategy, processes, and infrastructure for how the company engages with its investor base.\n, • Lead investor relationships: serve as a trusted, day-to-day point of contact for existing institutional investors (VC and growth equity), and cultivate relationships with prospective investors ahead of future rounds.\n, • Drive fundraising execution: partner closely with the CEO, CFO, and Finance team to prepare for and run future capital raises, including data room management, due diligence coordination, investor materials, and process management for $100m+ rounds.\n, • Shape the equity narrative: craft and continually refine the company's investment thesis and equity story, translating complex hardware and AI technology and R&D roadmaps into a compelling narrative for financial audiences.\n, • Own investor communications: manage the cadence of investor updates, quarterly reporting, board materials support, and responses to ad hoc investor queries.\n, • Build IR infrastructure: stand up the systems, trackers, and processes (e.g. investor CRM, reporting templates, KPI packs) needed to run a professional IR function at scale.\n, • Represent the company externally: attend and, over time, help organize investor conferences, roadshows, and relevant industry events.\n, • Plan ahead: help the leadership team think through the company's long-term capital strategy, including potential future growth equity, crossover, or pre-IPO investors as the business matures.\n, • Cross-functional partnership: work closely with Finance, Legal, and Communications to ensure investor-facing messaging is accurate, consistent, and aligned with broader company narrative.\n\n \n Profile: \n\n • Investment banking foundation: trained in investment banking, ideally with exposure to technology, hardware, industrials, or growth equity coverage.\n, • Operator experience: has since moved in-house and worked as an operator (e.g. in Investor Relations, Corporate Development) at one or more VC backed hardware or technology startups/scaleups.\n, • Track record with large rounds: direct experience supporting or leading fundraising processes for VC backed companies that have consistently closed $100m+ rounds (e.g. Series C and beyond, or large growth rounds).\n, • Comfort with capital-intensive businesses: understands the funding dynamics, capital intensity, and longer development and commercialization cycles typical of hardware and DeepTech companies.\n, • Financial fluency: strong financial modeling, valuation, and analytical skills, with the ability to translate technical and operational detail into an investor-ready narrative.\n, • Builder mindset: excited to build a function from scratch as a first hire; highly organized, self-directed, and comfortable operating with a high degree of ownership and ambiguity.\n, • Relationships: existing relationships across the growth-stage and late-stage venture ecosystem (VC and crossover investors) are a strong plus.\n\n \n Talentedge are a leading & accounting recruiter for the tech and media startup & scaleup community across New York & London.

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

About Reachable Technology \n Reachable Technology builds adaptive devices that restore everyday independence to people with limited hand function. Our flagship product, the OmniCuff, uses a patented magnetic latching system to help people living with spinal cord injury, arthritis, stroke, ALS, and other hand-function impairments independently grasp and use everyday objects — restoring independence in eating, grooming, working, and connecting with technology. \n We work alongside clinicians, occupational therapists, ATPs, hospital systems, rehabilitation centers, and DME distributors to put our devices into the hands of the people who need them most. \n The Role \n The National Sales Representative manages and grows our national clinical and distributor accounts, supports end users from evaluation through funding, and expands our footprint into new territories — including international markets. You are the face of Reachable in the field: building trust with occupational therapists, ATPs, and rehab teams; guiding users and their clinicians through the order and appeals process; and identifying dealer partnerships that scale our reach. \n This role reports directly to the CEO and offers real autonomy, equity participation, and the chance to shape commercial strategy at an early-stage company with a clear mission. \n What You'll Do \n Account Management & Clinical Engagement \n\n • Manage and grow accounts across hospital systems, rehabilitation centers, VA facilities, and assistive technology clinics.\n, • Build lasting relationships with occupational therapists, physical therapists, physiatrists, ATPs, and rehab engineers at clinical sites and DME distributors.\n, • Run in-services, product demonstrations, and clinical trainings — on-site and virtually.\n, • Serve as the clinical-commercial point of contact for accounts, attending case conferences and equipment evaluations as needed.\n\n Order, Funding & Appeals Support \n\n • Triage inbound inquiries from prospective users, caregivers, and clinicians, advising on evaluation, prescription, and funding next steps.\n, • Support users and clinicians through the full order pathway, including documentation, letters of medical necessity, and insurance pre-authorization.\n, • Partner with users, families, and clinical teams on denials and appeals.\n, • Coordinate with operations on order status, fulfillment timelines, and post-delivery follow-up.\n\n Business Development & Territory Expansion \n\n • Identify, qualify, and onboard new DME and assistive technology dealers across the U.S.\n, • Open new territories through outreach to clinical key opinion leaders, regional rehab networks, and distributor partners.\n, • Pursue international dealer opportunities alongside the CEO.\n, • Represent Reachable at conferences and industry events (RESNA, ATIA, AOTA, AOPA, ISS, Medtrade, Abilities Expo).\n\n Pipeline & Collaboration \n\n • Maintain accurate pipeline, account activity, and forecast data in HubSpot.\n, • Bring structured field feedback to Product, Engineering, and Operations on user needs, clinical workflows, and competitive positioning.\n, • Contribute to sales collateral, case studies, and clinical evidence development.\n\n What We're Looking For \n Required \n\n • 3–5 years of experience in assistive technology, occupational or physical therapy, DME sales, or medical device sales.\n, • Track record managing clinical accounts and/or carrying a quota.\n, • Working knowledge of U.S. insurance funding pathways for assistive devices (Medicare, Medicaid, VA, private payer), including documentation and appeals.\n, • Proficiency with a CRM; HubSpot experience preferred.\n, • Strong written and verbal communication, with the ability to move fluently between clinical, end-user, payer, and commercial audiences.\n, • Ability to travel 50–75% domestically, with occasional international travel as we expand.\n, • Valid U.S. driver's license and passport, and authorization to work in the United States.\n\n Preferred \n\n • Licensed Occupational Therapist (OTR/L) or Physical Therapist (PT/DPT).\n, • ATP (Assistive Technology Professional) certification through RESNA.\n, • Experience selling into SCI, ALS, stroke, MS, arthritis, or pediatric rehab populations.\n, • Existing relationships with U.S. rehabilitation networks, VA facilities, or major DME distributors (Numotion, National Seating & Mobility, etc).\n, • Insurance, reimbursement, or prior-authorization experience.\n, • Experience launching products into new territories or international markets; multilingual a plus.\n\n Who Thrives Here \n\n • Mission-driven — energized by restoring independence to people with disabilities.\n, • Comfortable wearing multiple hats at an early-stage company; equally at ease running a clinical in-service, walking a family through an appeal, and pitching a new dealer.\n, • Self-directed and organized working from a home office with national travel.\n, • Patient and precise with documentation — much of this role lives or dies on getting funding paperwork right the first time.\n\n Compensation & Benefits \n\n • On-target earnings: approximately $110,000, with an uncapped tiered commission plan that accelerates above quota.\n, • Equity: meaningful ownership through the Company equity plan.\n, • Expenses: corporate card for business expenses; mileage reimbursed at the prevailing IRS rate.\n, • Time off: 15 days paid time off plus federal holidays.\n, • Health benefits: the Company does not currently offer group health coverage.\n\n Travel \n\n • Hybrid with 50–75% travel. When not on the road, you'll work remotely or from our New Jersey office. Travel includes clinician and hospital visits, industry events, dealer visits (domestic and international), and end-user evaluations.\n

Or, an experienced dealership Service Manager / Fixed Ops leader who has been a strong adopter of technology, regularly provides feedback to CRM or DMS vendors, understands what works and what does not inside a service department, and is passionate about helping build a better service product for de

Build a strong pipeline of qualified opportunities and maintain accurate activity, forecast, and account information in the CRM. Establish high-visibility customer partnerships that can serve as successful reference accounts. Strong prospecting, presentation, negotiation, account-management, and rel

Join ClearChoice Dental Implant Centers as a Traveling Dental Implant Sales Consultant - New York / New Jersey \n Ready to be part of something transformative? Join ClearChoice Dental Implant Centers an industry leader changing lives through advanced dental implant solutions. As a Traveling Dental Implant Sales Consultant, which at ClearChoice we call a Patient Education Consultant, you’ll be at the heart of it all: empowering patients with the education, confidence, and support they need to make life-changing decisions. \n \n Job Type: Full-Time \n \n Salary: $60,000-70,000 plus uncapped performance-based commissions (total target compensation range: $120,000-$140,000) \n \n Ability and willingness to travel up to 75% - Travel Warrior \n \n Why ClearChoice is the best choice for your career: \n •Competitive base salary plus uncapped monthly bonus potential \n • Work in a patient-focused environment with a team that empowers you to succeed \n • Enjoy a predictable Monday-Friday schedule—no weekends required \n • Take advantage of full healthcare benefits including medical, dental, and vision \n • Access a 401(k) retirement savings plan with company match \n • Paid time off and holidays to ensure you maintain a healthy work-life balance \n • Continuous training and professional development to sharpen your skills \n • Thrive in a collaborative, supportive, and mission-driven culture \n • Be part of a company where your passion for helping others leads directly to success—both for your patients and your career \n \n What You’ll Do: \n -Own the consultation (sales) process from first contact through decision \n • Educate prospective patients on ClearChoice’s services, procedures, and financial options \n • Conduct follow-up calls with prospective patients to support their decision-making journey \n • Build customized payment plans to meet individual patient financial needs \n • Proactively generate leads through community engagement, patient referrals, and outreach \n • Create and manage a robust sales pipeline through active lead generation \n • Ensure a smooth and supportive transition from consultation to procedure \n • Collaborate closely with doctors and general managers to optimize patient care and sales performance \n • Perform other duties as needed to support the center’s success \n \n Skills and Experience We're Looking For: \n -2-5+ years of quota-carrying consultative sales experience with direct revenue responsibility and documented performance metrics \n -2-Experience in a high-ticket, elective, or healthcare environment with $5k+ transaction value highly preferred \n • Experience in a high-ticket, elective, or healthcare environment with $5k+ transaction value highly preferred \n • Experience with loan origination, interest rates, and financing processes \n • Ability to build rapport quickly, listen actively, and earn patient trust \n • High emotional intelligence, empathy, and experience guiding patients/clients through emotionally sensitive decisions \n • Resilient, self-directed, and metrics driven mindset with ownership of personal performance \n • Salesforce or CRM proficiency experience preferred \n • Ability and willingness to travel up to 75% \n \n Why Choose ClearChoice? \n ClearChoice Dental Implant Centers are transforming smiles and lives across the country, with over 100 locations and 100,000 smiles restored. As part of TAG - The Aspen Group, we’re committed to bringing better dental care to more people, alongside Aspen Dental, as part of the TAG family of brands. \n Ready to Join Us? \n Take the next step toward a meaningful, rewarding career at ClearChoice Dental Implant Centers. Apply today and be part of a team that’s changing lives, one smile at a time. \n \n TAG - The Aspen Group was built on the simple idea of bringing better healthcare to more people. The independent healthcare practices TAG supports, operate more than 1,300 locations in 45 states through its six consumer healthcare brands: Aspen Dental®, ClearChoice Dental Implant Centers®, WellNow Urgent Care®, Chapter Aesthetic Studio, and AZPetVet. Combined, the practices serve more than 35,000 patients a day and more than 8 million patients each year. TAG is headquartered at 800 W. Fulton Market in Chicago. For more information, visit teamtag.com. \n TAG-The Aspen Group, its affiliates, related companies and supported clinical practices are proud to be Equal Opportunity Employers and welcome everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability. \n \n \n Salary: $60,000-70,000 plus uncapped performance-based commissions (total target compensation range: $120,000-$140,000)

Required skills: \n • Strong attention to detail and experience with CRM campaign execution, proofing and QA \n • Solid SQL and data analysis capabilities, including the ability to independently develop and validate targeting logic \n • Experience working with tools such as Unica, Responsys and Google BigQuery; Figma experience would also be a plus \n • Strong analytical and problem-solving skills, with the ability to work through ambiguity and independently troubleshoot issues \n • Proactive communication and a strong sense of ownership

Vice President, Operations\n Location: New York, NY (In-office) \n About Lauren B Jewelry\n Lauren B Jewelry is one of the country's leading independent luxury jewelry brands, specializing in custom engagement rings and fine jewelry. As a founder-led business, we combine craftsmanship, technology, and a highly personalized client experience while continuing to expand into new initiatives, product categories, and markets. \n We're looking for an experienced operational leader to partner directly with executive leadership and help build the next chapter of Lauren B Jewelry. \n About the Role\n This is a senior leadership position for someone who enjoys building systems, creating accountability, and turning ideas into execution. \n You will work closely with executive leadership to drive cross-functional execution throughout the company while improving the systems and processes that support our continued growth. \n This is a hands-on leadership role. The ideal candidate enjoys solving complex problems, driving projects across multiple departments, and creating structure within a fast-moving entrepreneurial business. \n You will not simply manage existing processes—you will help improve how the company operates. \n Key Responsibilities\n Company-Wide Operations\n\n • Drive execution across major company initiatives\n, • Ensure projects move forward on time and to a high standard\n, • Create accountability across departments and outside vendors\n, • Identify and remove operational bottlenecks\n, • Continuously improve internal processes and workflows\n\n Technology & Systems\n\n • Partner with internal teams and outside developers on CRM (LB.NET), website, e-commerce, and digital initiatives\n, • Oversee implementation of new functionality and operational improvements\n, • Coordinate cross-functional technology projects\n, • Help drive adoption of new systems and workflows throughout the organization\n\n Operational Leadership\n\n • Work closely with department heads to improve communication, accountability, and execution\n, • Establish effective reporting structures and operating rhythms across departments\n, • Develop scalable systems and procedures as the company grows\n, • Support onboarding, operational policies, and internal process improvements\n\n Cross-Functional Project Leadership\n Lead and coordinate initiatives spanning multiple areas of the business, including: \n\n • Operations\n, • Technology\n, • Website & E-commerce\n, • Inventory\n, • Production\n, • Customer Experience\n\n Ensure initiatives remain aligned with company priorities and move successfully from concept through execution. \n What Success Looks Like\n Within your first year, you will: \n\n • Become a trusted operational partner to executive leadership and department heads\n, • Ensure major company initiatives consistently move from concept to completion\n, • Improve communication, reporting, and accountability across departments\n, • Reduce the amount of day-to-day operational coordination required from senior leadership\n, • Build scalable operating systems that support the company's continued growth\n\n Who We're Looking For\n We're looking for someone who naturally takes ownership and enjoys making organizations run better. \n The ideal candidate has: \n\n • 8+ years of operational leadership experience\n, • Professional experience within the fine jewelry industry\n, • Experience working within a founder-led or entrepreneurial business\n, • Experience leading projects across multiple departments\n, • Strong organizational and project management skills\n, • Excellent written and verbal communication\n, • Comfort working in an environment where priorities evolve and multiple initiatives run simultaneously\n\n Preferred Experience\n Experience across several of the following areas: \n\n • Jewelry operations\n, • Inventory management\n, • Production\n, • Custom jewelry\n, • E-commerce\n, • CRM / ERP systems\n, • Retail operations\n, • Vendor management\n, • Sales operations\n, • Process improvement\n\n Personal Characteristics\n We're looking for someone who: \n\n • Naturally creates organization out of complexity\n, • Takes ownership without waiting to be asked\n, • Is highly accountable and follows through\n, • Builds strong relationships across departments\n, • Can respectfully challenge ideas while remaining collaborative\n, • Enjoys continuous improvement and finding better ways to operate\n, • Is equally comfortable thinking strategically and getting into the details when necessary\n\n Growth Opportunity\n This is an opportunity to become a key member of the executive leadership team and help shape the future of Lauren B Jewelry. \n Compensation & Benefits\n\n • Competitive salary based on experience\n, • Performance-based bonus\n, • Benefits package\n, • Long-term leadership and growth opportunity\n\n

Adore Me, a subsidiary of Victoria’s Secret & Co. (NYSE: VSXY) since being acquired in December 2022, is seeking a data-driven, strategic Digital Media Senior Performance Marketing Analyst to own measurement and performance analytics across our paid marketing ecosystem. This role will establish the analytical foundation used to evaluate marketing effectiveness, optimize investment, and understand the incremental impact of paid media on customer acquisition and long-term business growth. \n You will connect platform performance, attribution, experimentation, customer lifetime value, and broader business performance to provide Marketing leadership with a clear and actionable view of where and how we should invest. \n \n Responsibilities: \n Performance Analytics & Executive Reporting: \n\n • Own end-to-end performance measurement across paid channels, including Meta, Google, TikTok, Affiliate, and emerging platforms, maintaining clear visibility into spend, revenue, ROAS, CAC, new customer acquisition, and overall business impact.\n, • Build and maintain daily, weekly, and monthly dashboards, scorecards, and executive reporting for Marketing leadership and Finance.\n, • Deeply analyze channel, campaign, audience, and creative performance; identify drivers of growth and efficiency; and translate insights into clear recommendations for media allocation, optimization, and investment trade-offs.\n, • Partner with Marketing and Finance on budgeting, forecasting, spend pacing, scenario planning, and monthly target setting, providing an analytical point of view on investment opportunities and risks.\n\n \n Measurement Infrastructure & Data Quality: \n\n • Define and maintain centralized paid media KPI definitions, measurement logic, and standardized reporting frameworks across Marketing, Analytics, and BI.\n, • Partner with Data Engineering and BI teams to ensure seamless data ingestion, including integrations such as Adverity into BigQuery, streamline onboarding of new channels and data sources, and continuously improve reporting infrastructure, data quality, and reliability.\n, • Identify gaps or inconsistencies in marketing data and reporting, and drive solutions that improve confidence, speed, and consistency in decision-making.\n\n \n Marketing Measurement, Attribution & Experimentation: \n\n • Design, execute, document, and interpret incrementality tests, lift studies, A/B experiments, and custom experimentation frameworks across paid media channels.\n, • Synthesize incrementality testing, attribution models, GA4, platform-reported performance, post-purchase surveys, and internal customer and transaction data to develop a triangulated view of marketing effectiveness.\n, • Develop or support modern marketing measurement frameworks that combine experimentation, attribution, and Marketing Mix Modeling, clearly articulating the strengths, limitations, and appropriate use cases of each methodology.\n, • Translate measurement results into clear recommendations on channel effectiveness, marginal investment, scaling opportunities, and areas of diminishing return.\n\n \n Customer & Cross-Functional Insights: \n\n • Analyze new customer acquisition quality, customer lifetime value, and channel contribution within our evolving business model.\n, • Develop analytical frameworks to evaluate customer acquisition beyond first-order economics, including cohort quality, repeat behavior, retention, contribution margin, and LTV by acquisition source.\n, • Partner with CRM, Loyalty, and broader Marketing Analytics teams to connect customer acquisition, retention, and customer lifetime value.\n, • Translate complex analytical findings into clear, actionable recommendations for Marketing leadership and cross-functional partners.\n, • Help establish a holistic view of customer growth by connecting media investment decisions to downstream customer value and long-term business performance.\n\n \n Qualifications: \n\n • 3–5+ years of experience in performance marketing analytics, digital media analytics, marketing science, or a closely related field.\n, • Demonstrated experience translating analytical insights into media optimization and investment recommendations.\n, • Experience partnering cross-functionally with Marketing, Finance, BI, Data Engineering, or related teams.\n, • Advanced experience with Google Analytics 4 and ad platform analytics, including Meta Ads Manager, Google Ads, and TikTok Ads.\n, • Advanced SQL skills, including the ability to independently query, join, transform, and analyze large-scale customer, transaction, and marketing datasets.\n, • Proficiency working in cloud data warehouses such as BigQuery or Snowflake.\n, • Familiarity with data integration and marketing data pipelines, including platforms such as Adverity.\n, • Demonstrated hands-on experience with BI and visualization tools such as Looker Studio, Tableau, or Power BI.\n, • Advanced Excel skills and strong quantitative problem-solving capabilities.\n, • Strong expertise in designing and analyzing incrementality tests, lift studies, and A/B experiments.\n, • Proven experience interpreting Marketing Mix Models and understanding their role within a broader measurement framework.\n, • Strong understanding of attribution methodologies and the limitations of platform-reported and multi-touch attribution.\n, • Ability to integrate multiple measurement methodologies to develop a balanced, evidence-based view of marketing effectiveness.\n, • Experience working within e-commerce, retail, subscription, or digitally led consumer business models.\n, • Experience analyzing customer acquisition economics, cohort performance, retention, or lifetime value.\n, • Degree in Data Analytics, Statistics, Economics, Marketing, Business, or another quantitative field.\n, • Ability and willingness to work on-site at our office in Tribeca 3 days per week.\n\n

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

Job Description Appointment Setter NY-Office – Guaranteed Base + Bonuses + Growing Residuals Selling Dual Pricing | Free Terminal Placement | But Wait, There’s More About the Opportunity Join a growing merchant services company where your work does triple duty: 1, you build a strong, sustainable income. 2, you help businesses upgrade their merchant service experience by exceptional customer service, provide the latest technology to prevent fraud and increase sales, and of course lower their fees. and 3, you help fund real programs fighting food insecurity, housing instability, and educational gaps for kids. This isn’t just a sales job — it’s a chance to build a career with a company that gives back with every deal you close. Backed by 18+ years of merchant services expertise by The Merchant’s Merchant himself and a reputation built on the highest standards of customer service and fraud prevention, we’ve built a business model that rewards top sales talent while making a measurable impact in communities nationwide. What You’ll Do • Reach out to warm, provided leads to schedule qualified appointments for our sales team, • Clearly and confidently communicate the value of our services to business owners, • Keep accurate records of calls, appointments, and follow-ups in our CRM, • Work closely with the sales team to ensure smooth handoffs and high-quality bookings What You’ll Earn • Base pay — steady income from day one, • Bonus per booked/qualified appointment — the more you set, the more you earn, • Growing monthly residual income — a revenue stream that builds over time, long after the sale is made What We’re Looking For • Confident, clear communicators comfortable talking to business owners by phone, • Organized, detail-oriented, and reliable with follow-up, • No experience required — just a strong work ethic and a positive attitude, • People who want more than a paycheck — who want to be part of something meaningful Why This Role Is Different Every appointment you set helps power programs supporting children’s food insecurity, shelter, and education. You’ll get steady base pay, bonuses for performance, and a real path to grow your career — all while working for a company with a mission worth showing up for. Ready to start a career that pays you and gives back? Apply today — we can’t wait to meet you.

Job DescriptionBenefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Job Summary Plumbers & Heating Mechanic Service/Jobbing (Lower Westchester & NYC)Were hiring experienced Plumbers & Heating Mechanic for full-time service jobbing work. Most of our jobs are service calls for property managers and superintendents so strong communication and problem-solving skills are a must.What Youll Do • Handle day-to-day service calls (jobbing) plumbing, heating, sprinkler & gas., • Diagnose, repair, and resolve issues quickly and professionally., • Use CRM to log time, notes, images, and job details., • Work independently or with a team as needed.What Were Looking For, • 5+ years experience as a mechanic in NYC/Westchester., • Reliable, professional, and customer-focused., • Able to perform physical work.What We Offer, • Full-time, steady service work., • Overtime available., • Saturday on-call rotation., • Tips rewarded for excellent customer service., • Shop conveniently located in Lower Westchester.If youre a jobber who loves service work and wants steady hours with room to earn more, we want to hear from you Job Type: Full-time Benefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Professional development assistance, • Vision insuranceAbility to Commute:, • Tuckahoe, NY 10707 (Required)Ability to Relocate:, • Tuckahoe, NY 10707: Relocate before starting work (Required)Work Location: In person

Company Description Businessblum is a growing organization focused on delivering high-value solutions and services to clients through a customer-first approach. The company emphasizes building long-term relationships, optimizing sales processes, and creating streamlined experiences from initial contact to final agreement. Team members are encouraged to contribute ideas, take ownership of outcomes, and collaborate across functions to improve performance. Businessblum supports remote work and leverages digital tools to connect with clients in diverse markets. The culture values integrity, accountability, and measurable results.\n \n Role Description\n \nAs a Sales Closer, you will be responsible for converting qualified leads into funded deals. You'll work directly with business owners to understand their funding needs and guide them through the financing process.\n \nYou will primarily close:\n \nMerchant Cash Advance (MCA) deals\n \nSBA Loans\n \nOther small business financing products\n \n \nThis full-time remote Sales Closer role is responsible for guiding qualified prospects through the final stages of the sales cycle and securing signed agreements. \n \n \nConsistent communication, timely follow-up, and a focus on achieving and exceeding sales targets are central to this role.\n \n Qualifications \n\n • Experience in Merchant Cash Advance (MCA) sales is highly preferred.\n, • Strong closing and negotiation skills.\n, • Candidates should possess Escrow-related familiarity or experience with transactional processes, contracts, and documentation to ensure secure and compliant deal completion.\n, • Candidates should possess proven experience in consultative or B2B sales, with a track record of meeting or exceeding closing targets in a remote environment.\n, • Candidates should possess proficiency with CRM tools, digital communication platforms, and basic data entry, along with strong organizational and time-management abilities.\n, • Candidates should possess resilience, ethical judgment, and the ability to work independently.\n

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

Customer Success Manager \n \n Revi Solutions \n Hybrid | New York, NY | 2–3 Days In Office \n $80,000–$95,000 Base Salary (Dependent on Experience) + Growth Opportunity \n \n About Revi \n \n Revi is building the AI-powered conversion infrastructure layer for the fitness industry. \n \n We help fitness studios, gyms, and wellness businesses convert more leads, automate customer engagement, improve retention, and drive measurable revenue growth through AI and automation. \n \n Our platform integrates directly into leading fitness CRMs and powers customer communication across the entire lifecycle — from the moment a lead enters the system through conversion, membership, and long-term retention. \n \n We're a small, fast-moving team building at the intersection of AI, SaaS, and fitness technology. We're growing quickly and looking for a Customer Success Manager who wants meaningful ownership, direct exposure to company leadership, and the opportunity to grow alongside the business. \n \n The Opportunity \n \n You'll own a portfolio of Revi customers across onboarding, launch, adoption, optimization, retention, and renewal while helping us continue to build and improve the Customer Success function. \n \n Our customers are studio owners, operators, and business leaders. They're not simply looking for software support - they're using Revi to convert more leads, generate more revenue, improve retention, and operate more efficiently. \n \n You'll play a major role in making that happen. \n \n Because we're a lean team, you'll have significant visibility and responsibility from day one. Great ideas don't have to travel through five layers of management before they get implemented. \n \n You'll have a front-row seat - and a real voice - as we scale Revi. \n \n What You'll Own \n \n Customer Success & Account Management \n \n • Manage a portfolio of approximately 30–50 active customer accounts \n • Build strong relationships with studio owners, operators, and business leaders \n • Serve as the primary strategic point of contact for your customers \n • Understand each customer's goals and help translate Revi into measurable business results \n • Drive adoption, engagement, retention, and renewal outcomes \n \n Onboarding & Launch \n \n • Own the customer journey from post-sale handoff through successful launch \n • Guide customers through implementation, activation, and adoption milestones \n • Establish clear success metrics and business goals \n • Help customers understand how to get maximum value from Revi \n • Create a strong customer experience from day one \n \n Retention & Growth \n \n • Monitor account health, engagement, and performance \n • Identify churn risks early and proactively create plans to address them \n • Lead recurring performance reviews and strategic conversations \n • Identify opportunities to improve customer results through campaigns, workflows, and platform capabilities \n • Support expansion opportunities where appropriate \n \n Problem Solving & Optimization \n \n • Analyze customer performance and identify opportunities to improve results \n • Diagnose operational bottlenecks, adoption challenges, and account issues \n • Collaborate closely with Product, Support, and Engineering to solve problems quickly \n • Surface customer insights that help improve the platform and overall customer experience \n • Bring proposed solutions — not just problems \n \n What We're Looking For \n \n • 3+ years of Customer Success, Account Management, or SaaS client services experience \n • Experience managing a portfolio of customer accounts \n • Strong communication and relationship-building skills \n • Experience with onboarding, implementation, adoption, retention, or renewal workflows \n • Excellent organizational and prioritization skills \n • High ownership mentality and strong follow-through \n • Ability to manage multiple priorities without losing attention to detail \n • Comfort operating in a fast-paced environment where priorities can evolve quickly \n • Genuine curiosity about customers, technology, and how businesses grow \n \n Bonus Points \n \n • SaaS experience \n • Fitness, wellness, or health-tech experience \n • Startup or early-stage company experience \n • Experience working with SMB or multi-location customers \n • Experience using data to drive customer strategy \n • Familiarity with AI, automation, CRM, or customer engagement platforms \n \n You'll Thrive at Revi If You Are \n \n • An owner — you see something that needs to happen and make it happen \n • Proactive — you don't wait for customers to tell you there's a problem \n • Customer-obsessed — you genuinely care about whether your customers are winning \n • Commercially minded — you understand that great Customer Success creates measurable business value \n • Highly organized — you can manage a lot of moving pieces without letting things fall through the cracks \n • Comfortable with ambiguity — you don't need every process to be fully built before taking action \n • Calm under pressure — when something goes wrong, you focus on solving it \n • Low ego, high accountability — you're willing to jump in wherever needed and care more about the outcome than whose job it is \n • Excited to build — you want to improve the playbook, not simply inherit one \n \n Why Join Revi \n \n Get in early. \n We're still a small team, which means your work will have an outsized impact on the company and our customers. \n \n Real ownership. \n You'll be trusted to run your accounts, solve problems, make recommendations, and help shape how Customer Success operates at Revi. \n \n Work directly with leadership. \n You'll collaborate closely with company leadership and have visibility into how a fast-growing SaaS company is built and scaled. \n \n Build at the forefront of AI. \n You'll work every day with AI, automation, SaaS, CRM data, and modern customer engagement technology applied to real businesses and real revenue outcomes. \n \n Move fast. \n We're a lean team. Good ideas can become real initiatives quickly, and everyone has the ability to influence the business. \n \n Grow with the company. \n As Revi grows, we want exceptional people to grow with it. This role has significant long-term opportunity for someone who performs, takes ownership, and wants to build their career alongside the company. \n \n If you're looking for a highly structured role at a large company where everything has already been figured out, this probably isn't the right opportunity. \n \n If you're excited by a small team, ambitious goals, emerging AI technology, meaningful responsibility, tons of growth potential, and the opportunity to help build something while it's scaling quickly, we'd love to meet you. \n \n Come help us build the future of customer conversion in fitness.

Director – DTC \n 📍 NYC | Hybrid – 3 days/week in office \n \n We're partnering with a fast-growing, digitally driven consumer health and wellness company to identify a Director – DTC to lead and accelerate its direct-to-consumer business. \n \n This is a high-impact role for a commercially minded digital leader who understands how to drive growth across eCommerce, customer acquisition, conversion, retention, and the full DTC customer journey. The ideal candidate combines strategic thinking with a hands-on approach and is comfortable operating in a fast-paced, entrepreneurial environment. \n \n Why This Role Stands Out \n\n • Lead the strategy and growth of a significant DTC/eCommerce business\n, • Own key drivers of online revenue, customer acquisition, conversion, and retention\n, • Partner closely with Marketing, Creative, Product, Operations, and Analytics\n, • Opportunity to shape the next phase of growth for a digitally native consumer business\n, • High visibility and significant ownership in an entrepreneurial environment\n\n \n What You'll Own \n DTC Strategy & Growth \n\n • Develop and execute the DTC growth strategy across the customer lifecycle\n, • Identify opportunities to increase traffic, conversion, average order value, and customer lifetime value\n, • Establish KPIs and use performance data to identify opportunities and optimize results\n\n \n eCommerce \n\n • Lead the ongoing optimization of the eCommerce experience, including site merchandising, promotions, product presentation, and conversion\n, • Partner with internal teams and external agencies to improve the customer journey\n, • Identify opportunities to enhance the online shopping experience and drive profitable growth\n\n \n Customer Acquisition & Retention \n\n • Partner with Paid Media, Creative, CRM, and other marketing functions to drive customer acquisition\n, • Develop strategies to improve repeat purchase, retention, and customer lifetime value\n, • Analyze channel and campaign performance and translate insights into action\n\n \n Analytics & Optimization \n\n • Leverage DTC, customer, and marketing data to evaluate performance and identify growth opportunities\n, • Build reporting and dashboards that provide visibility into business performance\n, • Continuously test, learn, and optimize across the customer journey\n\n \n Cross-Functional Leadership \n\n • Work closely with Marketing, Creative, Product, Operations, Finance, and Technology\n, • Lead external partners and agencies as needed\n, • Bring a strong commercial perspective to broader business and growth initiatives\n\n \n What We're Looking For \n\n • Significant experience leading DTC/eCommerce growth for a consumer business \n, • Proven track record driving online revenue and customer acquisition \n, • Strong understanding of the full DTC funnel, including traffic, conversion, retention, and LTV \n, • Experience with eCommerce platforms, digital analytics, CRM, paid media, and performance marketing \n, • Highly analytical and comfortable using data to make business decisions \n, • Strong commercial instincts and a test-and-learn mindset \n, • Excellent cross-functional leadership and communication skills \n, • Comfortable operating in a fast-paced, entrepreneurial environment \n\n \n Experience in consumer health, wellness, supplements, beauty, personal care, or another digitally driven consumer category is a plus. \n \n The Ideal Candidate \n You're a DTC growth leader, not simply an eCommerce operator. You understand how the pieces of the digital ecosystem work together, from acquisition and creative through conversion, retention, and repeat purchase and you know how to turn performance data into actionable growth strategies. \n \n You're equally comfortable setting the strategy and rolling up your sleeves to execute. You thrive in an entrepreneurial environment where you can make an immediate impact and build the infrastructure needed to support continued growth. \n

Job Description Job Summary Plumbers & Heating Mechanic – Service/Jobbing (Lower Westchester & NYC)We’re hiring experienced Plumbers & Heating Mechanic for full-time service jobbing work. Most of our jobs are service calls for property managers and superintendents – so strong communication and problem-solving skills are a must.What You’ll Do • Handle day-to-day service calls (jobbing) – plumbing, heating, sprinkler & gas., • Diagnose, repair, and resolve issues quickly and professionally., • Use CRM to log time, notes, images, and job details., • Work independently or with a team as needed.What We’re Looking For, • 5+ years experience as a mechanic in NYC/Westchester., • Reliable, professional, and customer-focused., • Able to perform physical work.What We Offer, • Full-time, steady service work., • Overtime available., • Saturday on-call rotation., • Tips rewarded for excellent customer service., • Shop conveniently located in Lower Westchester.If you’re a jobber who loves service work and wants steady hours with room to earn more, we want to hear from you Job Type: Full-time Benefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Professional development assistance, • Vision insuranceAbility to Commute:, • Tuckahoe, NY 10707 (Required)Ability to Relocate:, • Tuckahoe, NY 10707: Relocate before starting work (Required)Work Location: In person

Please note this is a hybrid opportunity out of our Chelsea, NY location \n \n We are seeking an experienced Recruiter to join our growing team in a delivery-focused recruiting role. This opportunity is ideal for a proven recruiter who comes from a staffing, recruiting, executive search, or talent solutions environment and excels at identifying, engaging, and delivering high-caliber talent. \n \n The Recruiter will partner closely with internal teams to understand client requirements, develop targeted sourcing strategies, build strong candidate pipelines, and manage candidates throughout the recruitment lifecycle. The ideal candidate is a strong sourcer and relationship builder who is comfortable managing multiple searches, engaging passive talent, and working in a fast-paced, performance-driven staffing environment. \n \n Responsibilities \n\n • Manage the full recruitment delivery process, from candidate identification and sourcing through screening, interview coordination, offer management, and successful placement\n, • Develop effective sourcing and recruiting strategies for current and anticipated hiring needs\n, • Build and maintain strong pipelines of qualified candidates across assigned searches\n, • Utilize LinkedIn Recruiter, job boards, internal databases, referrals, networking, and other sourcing channels to identify high-caliber talent\n, • Maintain accurate and up-to-date candidate records, notes, and activity within the ATS/CRM\n, • Develop strong market knowledge and stay current on hiring trends, candidate availability, and competitive talent landscapes\n, • Manage multiple searches and priorities while maintaining a high level of organization and urgency\n, • Consistently meet or exceed recruiting activity, submission, interview, and placement goals\n, • Collaborate with recruiters, sales professionals, and internal teams to maximize delivery and placement opportunities\n\n Qualifications \n\n • Proven recruiting experience within a staffing agency, recruiting firm, executive search firm, or talent solutions organization\n, • Strong candidate delivery and sourcing experience, with a demonstrated ability to identify and engage qualified talent\n, • Experience recruiting within any professional staffing vertical; specific industry experience is not required\n, • Strong sourcing capabilities with experience utilizing LinkedIn Recruiter, job boards, databases, and other recruiting platforms\n, • Experience engaging and recruiting passive candidates\n, • Experience working within an ATS/CRM\n, • Comfortable working in a fast-paced, metrics-driven staffing environment\n, • Highly motivated, resilient, proactive, and results-oriented\n, • Demonstrated track record of meeting or exceeding recruiting, activity, or placement goals\n\n \n Base salary is $65-80,000.00 depending on experience

Company Description Central Holidays, established in 1972, offers a wide range of affordable luxury travel experiences including escorted tours, independent travel, customized group trips, cruises, and niche vacations such as honeymoons, culinary journeys, and religious pilgrimages. The company’s travel professionals are passionate explorers who design meticulously planned programs to destinations across the globe, providing authentic and enriching experiences for travelers. Customized group travel is a core focus, with dedicated destination specialists tailoring itineraries to match each group’s interests and budget. Central Holidays’ luxury brand, Journeys, serves discerning travelers seeking upscale, tailor-made itineraries. Across all offerings, the company is committed to superior service, reliability, and deep destination expertise. \n Role Description The Global Destination Specialist is a full-time remote role responsible for designing and managing customized travel programs to a variety of international destinations. This role includes consulting with travel advisors and clients to understand interests, budgets, and preferences, then crafting tailored itineraries that align with Central Holidays’ standards for affordable luxury and authentic experiences. Day-to-day tasks involve researching destinations, selecting and coordinating suppliers and local partners, preparing detailed proposals and travel documents, and ensuring all arrangements are accurate and on schedule. The Specialist collaborates closely with internal teams to optimize pricing, monitor bookings, and resolve any trip-related issues before and during travel. The role also involves maintaining up-to-date knowledge of global travel trends, regulations, and products to continually enhance the company’s offerings and client experience. \n Qualifications \n \n\n • Strong destination and travel industry knowledge, with experience planning international itineraries and customized group travel.\n, • Customer service and consultative skills, including the ability to understand client needs, manage expectations, and build long-term relationships with travelers and travel advisors.\n, • Organizational and project management abilities, such as managing multiple bookings, coordinating suppliers, and meeting deadlines with attention to detail.\n, • Communication and collaboration skills, including clear written and verbal communication and effective teamwork in a remote environment.\n, • Proficiency with travel booking systems, CRM tools, and standard office software; ability to quickly learn new platforms and processes.\n, • Demonstrated problem-solving skills, adaptability to changing travel conditions, and sound judgment in resolving client or operational issues.\n, • Prior experience in tour operations, travel agencies, or destination management is highly beneficial.\n, • Relevant education in tourism, hospitality, business, or a related field is preferred, or equivalent professional experience.\n

Job Description IDT’s Retail division is looking for Brand Ambassadors (“BA”). IDT is a leading communications and financial services company looking for enthusiastic and energetic Brand Ambassadors Responsibilities: • In this role, you will be responsible for maintaining a close relationship with retailers that sell the company’s retail products., • Responsibilities include ensuring that each retailer/store has the most updated branding, promotions, and training materials., • The Brand Ambassador ensures that the retailer has all new products, assists with filling applications, and manages any type of claims or requests that might come from the retailer’s owners or staff., • Brand Ambassadors may open new direct IDT branded stores and sell to unattended retailers if requested by the Company.More specifically, responsibilities include, but are not limited to:, • Visiting retailers/stores on a daily basis, • Maintain the POP material placement for all products and distribute new POP material, • Collect key information by doing specific surveys for different products, • IDT product sales (Hard Cards, Boss Revolution, POS, Merchant Services, Cash Advance, etc), • Completion of Financial Service Applications (Money Transfer, Bill Payment, etc)., • Introduce new products to our retailers, • Research information about competitor's offerings and new products, • Create reports with the findings of each daily route and analyze data in order to offer recommendations, • Educate retailers regarding procedures, selling techniques, and general information about the products or special promotions, • Report stores that have low inventory or low balances., • Participate in events and in-store promotions., • Push and find leads for all our retail product lines., • Use our CRM to update and maintain the information and pictures of our retailers.Requirements:, • Proven work experience in a relevant role, including as an account manager, • Bilingual professionals with fluency in both English and Spanish are preferred, • Must be prepared to go door-to-door visiting customers., • Basic computer skills – comfortable using tablet and Bluetooth equipment, • Ability to communicate, present and influence key stakeholders at all levels, • Proven ability to multitask while maintaining sharp attention to detail., • Authorized to work for all US employers., • Must have a valid driver's license and a car (IDT offers a mileage and gas reimbursement program).We offer you:, • Hourly rate of $16.50/ hour + the ability to earn commissions., • Mileage and gas reimbursement program., • On-the-job training and a dynamic work environment., • Excellent and competitive benefits package, including medical, dental, and 401(k).About us: IDT is a Communications and Money Transfer company founded in 1990 and headquartered in Newark, New Jersey. IDT is an industry leader in prepaid communication, money transfer, and payment services, and one of the world's largest international voice carriers. We are listed on the NYSE, employ over 1800 people across 20+ countries, and have over $1.5 billion in revenues. Our flagship brand, Boss Revolution, offers Money Transfer, International Calling, and Mobile Top-Up services, supporting IDT's mission to enable people to stay connected and share resources with family and friends worldwide. Join us! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

We are a technology-led healthcare solutions provider. We are driven by our purpose to enable healthcare organizations to be future-ready. We offer accelerated, global growth opportunities for talent that is bold, industrious and nimble. With Indegene, you gain a unique career experience that celebrates entrepreneurship and is guided by passion, innovation, collaboration and empathy. To explore exciting opportunities at the convergence of healthcare and technology, check out www.careers.indegene.com \n What if we told you that you can move to an exciting role in an entrepreneurial organization without the usual risks associated with it? \n We understand that you are looking for growth and variety in your career at this point and we would love for you to join us in our journey and grow with us. At Indegene, our roles come with the excitement you require at this stage of your career with the reliability you seek. We hire the best and trust them from day 1 to deliver global impact, handle teams and be responsible for the outcomes while our leaders support and mentor you. \n We are a profitable rapidly growing global organization and are scouting for the best talent for this phase of growth. With us, you are at the intersection of two of the most exciting industries of healthcare and technology. We offer global opportunities with fast-track careers while you work with a team that is fueled by purpose. The combination of these will lead to a truly differentiated experience for you. \n If this excites you, then apply below. \n \n Project Manager – Next Best Engagement / Next Best Action \n Life Sciences | Commercial Technology & Digital Marketing \n Hybrid- 3 days -Work from office \n \n Role Overview \n We are seeking functionally strong Project Managers to lead Next Best Engagement (NBE) and Next Best Action (NBA) initiatives within life sciences commercial organizations. \n This role requires strong business understanding and the ability to collaborate with IT, architecture teams, and external vendors. The Project Manager will drive complex initiatives that turn digital marketing and commercial data into actionable insights for field representatives, helping them engage healthcare professionals (HCPs), support HCP needs, and improve commercial effectiveness. \n Key Responsibilities \n Business and Functional Leadership \n\n • Partner with commercial, marketing, field sales, analytics, and technology stakeholders to define business objectives, scope, requirements, and success measures.\n, • Understand HCP engagement journeys and how digital interactions inform field-representative actions.\n, • Translate business needs into clear use cases, deliverables, acceptance criteria, and project plans.\n, • Manage NBE/NBA use cases involving HCP insights, engagement prioritization, recommended actions, and field feedback.\n, • Ensure solutions fit field workflows and provide relevant, actionable insights.\n\n Technology and Architecture Coordination \n\n • Serve as the bridge between business stakeholders and IT delivery teams.\n, • Facilitate discussions on data flows, system integrations, dependencies, and solution design.\n, • Coordinate architecture reviews and approvals, including required documentation, stakeholder sign-offs, and resolution of outstanding decisions.\n, • Work with IT, security, privacy, and compliance teams to incorporate applicable requirements into delivery plans.\n, • Track technical dependencies and communicate their impact on business outcomes and timelines.\n\n Digital Marketing Data and Vendor Collaboration \n\n • Coordinate data and delivery activities with partners such as Publicis, IW, GTO, and Ipsos.\n, • Understand the business meaning and intended use of digital marketing, HCP engagement, market research, and commercial data.\n, • Partner with data teams to clarify source definitions, data quality expectations, delivery schedules, and integration requirements.\n, • Manage vendor commitments, milestones, dependencies, risks, and issue resolution.\n, • Support alignment of vendor-provided insights with NBE/NBA recommendations and field engagement needs.\n\n Project Planning and Execution \n\n • Own integrated project plans covering discovery, requirements, architecture approval, development, testing, deployment, and adoption.\n, • Maintain schedules, milestones, dependencies, resource plans, and critical paths using Smartsheet and Microsoft Project.\n, • Manage scope, risks, issues, assumptions, dependencies, and change requests.\n, • Coordinate user acceptance testing, business readiness, training, rollout, and post-launch support.\n, • Drive accountability across business teams, IT teams, and vendors to deliver agreed outcomes.\n\n Governance and Reporting \n\n • Lead weekly project meetings and provide clear, concise weekly status reports.\n, • Report milestone progress, schedule and budget status, key risks, decisions required, and upcoming activities.\n, • Maintain action logs, decision logs, and escalation tracking.\n, • Prepare steering committee updates and communicate effectively with senior stakeholders.\n\n Required Qualifications \n\n • Demonstrated project management experience in life sciences, pharmaceutical commercial operations, or commercial technology.\n, • Strong functional understanding of digital marketing, HCP engagement, field sales processes, and commercial analytics.\n, • Experience delivering NBE/NBA, omnichannel engagement, CRM, or related data-driven commercial initiatives.\n, • Ability to translate business requirements into coordinated execution across technical teams.\n, • Working understanding of data integrations, technology delivery lifecycles, and architecture review and approval processes.\n, • Experience managing external vendors and complex projects with multiple workstreams.\n, • Proficiency in Smartsheet, Microsoft Project, and executive-level status reporting.\n, • Strong communication, stakeholder management, facilitation, and problem-solving skills.\n, • Ability to work across regions, time zones, and business functions.\n\n Preferred Qualifications \n\n • Experience working with data or services from Publicis, IW, GTO, and Ipsos.\n, • Familiarity with pharmaceutical CRM platforms and field insight delivery.\n, • Exposure to analytics or AI-driven recommendation solutions, including business validation and adoption.\n, • Experience measuring field adoption, recommendation usefulness, and HCP engagement outcomes.\n, • PMP, PRINCE2, Agile, or equivalent project management certification.\n\n Success Measures \n\n • Projects delivered against agreed scope, schedule, budget, and quality expectations.\n, • Timely architecture approvals and resolution of cross-team dependencies.\n, • Reliable vendor delivery and effective integration of commercial data.\n, • Strong business and field adoption of NBE/NBA capabilities.\n, • Clear reporting, timely escalation, and measurable progress toward agreed business outcomes.\n\n \n EQUAL OPPORTUNITY \n Indegene is proud to be an Equal Employment Employer and is committed to the culture of Inclusion and Diversity. We do not discriminate on the basis of race, religion, sex, colour, age, national origin, pregnancy, sexual orientation, physical ability, or any other characteristics. All employment decisions, from hiring to separation, will be based on business requirements, candidate’s merit and qualification. \n We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, gender identity, sexual orientation, disability status, protected veteran status, or any other characteristics. \n