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Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. As a High Net Worth Trust & Estate/Tax Specialist, you will: • Develop and handle strong relationships with Schwab Wealth Advisory team., • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues., • Uncover unstated needs from the clients to offer additional Schwab services where relevant, • Present to large and small groups to share your expertise and the offering to key partners, • Educate internal partners on your skills and ability to support their clients to drive referrals, • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. • Bachelor's degree required, • Previous experience as a Tax, Trust, and Estate attorney strongly preferred, • At least one of the following is required; JD, LLM, CPA, CTFA, AEP, • Extensive experience advising high net worth clients, • Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory, • Shown experience in discovering unstated needs through diagnostic information gathering, • Excellent presentation skills and demonstrated success in a collaborative environment, • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills, • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients, • Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors. FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your client’s needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey. Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. When meeting with clients you will: • Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals., • Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs., • Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation We place a premium on high performance, quality service and the ability to implement our strategy. Required skills include: • Active FINRA Series 7 license, • Series 66 (63/65) license, • Minimum of 5 years of financial experience, • Entrepreneurial and a self-starter mentality, • Polished and persuasive interpersonal and verbal/ written communication skills, • Able to quickly learn new technology and use a variety of data and systems, • Open to ongoing coaching and development to achieve positive client outcomes and career aspirations, • Strong time management skills and productivity; ability to successfully balance competing priorities, • Learning mentality, as you gain an understanding of all the products and services at Schwab, • Extensive Schwab network to best address client concerns This role will require a Monday – Friday 5x8 schedule In addition to the salary range, this role is eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular Schwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. What you’ll do: The Advisor Services Cost Basis Team services all Schwab advisors with their tax, cost basis and statement needs. Daily tasks include answering phone calls discussing Schwab’s cost basis offering, answer tax reporting and statement questions, researching corporate actions and offering flexible solutions that best fit each advisor’s needs. We pride ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn and excels in a fast-paced, challenging, and professional environment. Key responsibilities may include: • Answer in-bound calls from Advisors, AS Service and Alliance representatives, • Respond to client and service team requests received via email, • Conduct training for Advisors and Business Partners, • Accurately process statement and cost basis enrollment forms, • Understanding and recognition of Advisor Services and risk factors related to Cost Basis, Tax, Reorg and Statements, • Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills, • 1+ year Customer Service experience (internships and collegiate activities will be considered), • Strong organizational and analytical skills. Ability to prioritize and coordinate multiple processes/projects, • Analytical and problem-solving skills, • Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics, • Knowledge in internet-based research, personal workstations/desktop applications, • Intermediate Excel skills- ability to handle large amounts of data using Excel, • Bachelor’s degree or 2+ year experience in the financial industry, • Experience working with regulatory or risk issues preferred, • SIE or Series 7 preferred, but not required, • Cost basis and tax knowledge is preferred, but not required. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • 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 Live - Seasonal 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 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 TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • 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 Live - Seasonal 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 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 TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • 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 Live - Seasonal 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 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 TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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 Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal 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 Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, 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 Live - Seasonal Local Service Associate 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: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 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 TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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 Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal 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 Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, 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 Live - Seasonal Local Service Associate 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: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 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 TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • 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 Live - Seasonal 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 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 TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • 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 Live - Seasonal 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 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 TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • 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 Live - Seasonal 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 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 TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • 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 Live - Seasonal 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 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 TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • 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 Live - Seasonal 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 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 TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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 Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal 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 Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, 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 Live - Seasonal Local Service Associate 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: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 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 TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • 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 Live - Seasonal 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 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 TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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 Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal 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 Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, 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 Live - Seasonal Local Service Associate 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: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 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 TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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 Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal 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 Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, 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 Live - Seasonal Local Service Associate 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: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 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 TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, 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, serving customers both in-person and virtually 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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 cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • 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 Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal 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 Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 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 and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, 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 Live - Seasonal Local Service Associate 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: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 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.

Job Overview This job posting is anticipated to remain open for 30 days, from 03-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Bilingual Premier Brokerage Associate, you will take inbound calls, from new and existing Empower clients, on all retail products and account types. You will have the expertise to provide exceptional service and support to clients in both English and Spanish, and be a subject matter expert with Empower’s systems and platforms. Schedule will vary by time zone. Candidates must be available to work the following Monday - Friday schedule for their location: Eastern Time (ET): 11:30 a.m. - 8:00 p.m. Central Time (CT): 10:30 a.m. - 7:00 p.m. Mountain Time (MT): 9:30 a.m. - 6:00 p.m. What you will do: • Provide exceptional service and support to Empower’s retail customers while effectively explaining concepts in an easy-to-understand manner, • Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting, • Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower’s retail products, • Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiate proactive follow up, • Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications, • Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities What you will bring: • Ability to communicate fluently in English and Spanish and provide exceptional service to customers in both languages, • Active FINRA Series 7 and Series 63 required, • FINRA fingerprinting required, • 2+ years of customer service experience, preferably in financial services, • Knowledge of equities trading ,fixed income, and options What will set you apart: • Retail, IRA and/or 401K customer service, and past brokerage and mutual fund trading experience preferred, • Strong customer service background, preferably in a high-volume inbound call center environment, • Firm understanding of the diverse operational and investment needs of our customers, • Knowledge of current financial markets and retirement account operations, • Strong written, verbal and presentation skills, • Strong technological skills and an ability to multi-task across systems, • Prior remote work experience preferred #LI-Remote #PJPW2 What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 10-20-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Premier Brokerage Associate, you will take inbound calls, from new and existing Empower clients, on all retail products and account types. You will have the expertise to provide exceptional service and support to clients, and be a subject matter expert with Empower’s systems and platforms. Schedule will vary by time zone. Candidates must be available to work the following Monday - Friday schedule for their location: Eastern Time (ET): 11:30 a.m. - 8:00 p.m. Central Time (CT): 10:30 a.m. - 7:00 p.m. Mountain Time (MT): 9:30 a.m. - 6:00 p.m. What you will do • Provide exceptional service and support to Empower’s retail customers while effectively explaining concepts in an easy-to-understand manner, • Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting, • Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower’s retail products, • Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiate proactive follow up, • Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications, • Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities What you will bring: • Active FINRA Series 7 and Series 63 required, • FINRA fingerprinting required, • 2+ years of customer service experience, preferably in financial services, • Knowledge of equities trading ,fixed income, and options What will set you apart: • Retail, IRA and/or 401K customer service, and past brokerage and mutual fund trading experience preferred, • Strong customer service background, preferably in a high-volume inbound call center environment, • Firm understanding of the diverse operational and investment needs of our customers, • Knowledge of current financial markets and retirement account operations, • Strong written, verbal and presentation skills, • Strong technological skills and an ability to multi-task across systems, • Prior remote work experience preferred #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $49,300.00 - $67,825.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 11-03-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Premier Service Associate, you will support existing Empower clients with all aspects of their investment needs. You’ll respond to operational inquiries regarding trading, asset movement, account opening and asset consolidation, and handle client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities. Schedule will vary by time zone. Candidates must be available to work the following Monday - Friday schedule for their location: Eastern Time (ET): 11:30 a.m. - 8:00 p.m. Central Time (CT): 10:30 a.m. - 7:00 p.m. Mountain Time (MT): 9:30 a.m. - 6:00 p.m. What you will do • Service new and existing client needs via inbound calls., • Engage customers in an Investment Recommendation Conversation., • Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiate proactive follow up., • Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications., • Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities. What you will bring • Active FINRA Series 6 and Series 63 required, as well as FINRA fingerprinting, • 2+ years of financial customer service experience., • Strong customer service background with a firm understanding of the diverse operational and investment needs of our customers., • Knowledge of current financial markets and retirement account operations is necessary. What will set you apart • Strong written, verbal and presentation skills., • Strong technological skills and an ability to multi-task across systems., • Past brokerage and mutual fund trading experience., • Retail, IRA and/or 401K customer service experience. #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $44,800.00 - $61,600.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 11-03-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Nationwide

Job Description Senior Civil Project Engineer – Land Development Role Overview: We’re seeking an experienced Senior Civil Project Engineer with a strong background in land development to join our team. In this role, you’ll take ownership of technical design and quality assurance while mentoring junior engineers and supporting project delivery. Key Responsibilities: • Act as a technical resource and advisor in areas such as site design, grading, drainage, report preparation, and due diligence studies., • Leverage AutoCAD Civil 3D to review, design, and deliver high-quality project plans that meet company standards and deadlines., • Provide guidance and mentorship to junior team members, assisting with technical problem-solving and project execution., • Perform QA/QC reviews on deliverables to ensure accuracy and compliance with engineering requirements., • Review, sign, and seal engineering documents in line with professional standards., • Analyze survey information, including ALTA surveys, easements, legal descriptions, and condominium documents, to assess existing conditions and development considerations., • Incorporate feedback from agencies, municipalities, and clients into plan revisions., • Maintain clear communication with Project Managers and Team Leads regarding workload, deadlines, and progress toward utilization goals., • Contribute to meeting the team’s financial and project performance objectives. Requirements Qualifications: • Bachelor’s degree in Civil Engineering, • Professional Engineer (PE) license required Compensation: • Salary range: $110,000 – $170,000 USD, • Annual and spot bonus opportunities, • Work/Life Balance: Generous PTO, paid parental leave, flexible work schedules, and tenure-based travel awards, • Career Growth & Rewards: Tuition assistance, student loan repayment (up to $25K), licensing/certification reimbursement, and referral bonuses up to $5,000, • Health & Wellness: Comprehensive medical, dental, and vision coverage, IVF/family planning support, pet insurance, annual wellness reimbursement, and dependent care match, • Security & Support: Employer-paid life insurance, STD/LTD, supplemental benefits (accident, hospitalization, critical illness), and Member Assistance Program with counseling, legal, and financial resources

Job DescriptionThe Role: We're looking for a dynamic Account Executive to take ownership of client relationships and drive sales growth across commercial interior projects. This individual will serve as the key point of contact between clients, design firms, and vendors, ensuring a seamless and consultative sales experience. You'll collaborate closely with internal teams and external stakeholders to deliver high-impact workplace solutions that combine functionality, design, and budget sensitivity. Success in this role means becoming a trusted advisor to clients, navigating complex project needs with ease, and consistently meeting financial and project execution targets. Responsibilities: * Lead client engagements from initial meeting through to project completion, aligning on needs, scope, and expectations. * Provide product and pricing recommendations, including value engineering and alternate sourcing options. * Prepare and present client bids, RFP responses, and pricing proposals. * Maintain deep knowledge of ancillary furniture offerings, design trends, and product alternatives across a wide price spectrum. * Partner with internal teams and vendors to ensure on-time, high-quality project execution. * Build and nurture strategic relationships with designers, vendor reps, manufacturers, and local fabricators. * Manage project-related communication and documentation using internal systems. * When necessary, step in to manage project execution end-to-end, including order tracking and installation coordination. Requirements: * 3+ years of B2B sales experience, preferably in a project-based or design-forward industry. * Proven track record of managing client accounts and delivering results. * Exceptional communication and presentation skills, with the ability to influence at all levels. * Strong project management and organizational abilities; detail-oriented with excellent follow-through. * Proficiency in Microsoft Office, particularly Excel. * Bachelor’s degree or equivalent experience. Nice to Have: * Experience in commercial furniture, interiors, or design. * Familiarity with ancillary and contract furniture products. * Existing network of vendor and designer relationships in the Phoenix metro area. Salary: $55,000–$70,000 base + commission Location: In-office role based in the Greater Phoenix area (Scottsdale, Chandler, Mesa). Local travel may be required. Benefits * Comprehensive health, dental, and wellness plans. * Paid holidays, vacation, and leave. * Relocation package if needed. * Career growth and leadership development opportunities. * Collaborative, team-first culture with a strong reputation in the market.

Job Description Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Small Business Focus Tax Supervisor will oversee tax planning, compliance, and strategy for a portfolio of small business clients. A portion of the client base will be in the dental, medical, and veterinary industries. This role requires a strong focus on relationship management, acting as the primary point of contact for clients, addressing their tax concerns, and providing proactive tax advice tailored to their specific needs. The Tax Supervisor will review tax returns, ensure clients are compliant with tax regulations, and identify opportunities for tax savings. A key part of the role will involve building and maintaining long-term relationships with clients, offering personalized guidance, and ensuring exceptional service delivery. Strong communication and organizational skills are essential, ability to review basic bookkeeping work, along with a deep understanding of small business tax laws and strategies. Responsibilities Tax Compliance -Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the Rea’s tax quality control policies -Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate -Communicates with clients and Assurance any issues identified in tax accrual reviews -Plans and reviews the tax process and the procedures to be performed to include: • Budgeting and staffing, • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior, • Timely billing including management of identified out-of-scope activity and communication to client Research -Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis -Applies most Firm and professional standards for preparation of WTA (“Written Tax Advice”) and tax returns ASC 740-10 (FAS 109 and FIN 48) Tax Accruals -Correctly and proactively applies Firm policies, standards, and Rea’s tax quality control policies regarding FAS 109 and FIN 48 -Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them -Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10 -Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates -Utilizes and manages STS (specialized tax services), as needed Tax Consulting -Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes -Considers the applicability of CTS (core tax services) and STS consulting specialties for each client -Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client -Serves as a technical resource -Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”) -Provides effective assistance with exam support -Frames projects and issues for effective delegation to seniors and associates Tax Specialization -Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits -May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists Strategy Development -Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits -Reviews studies of tax implications and offers clients alternative courses of action -Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Supervisory Responsibilities -Supervises associates, senior associates and supervisors on all projects -Reviews work prepared by associates, senior associates and supervisors and provide review comments -Trains Associates, Seniors and Supervisors how to use all current software tools -Acts as a Career Advisor to associates, senior associates and supervisors -Schedules and manages workload of associates, senior associates and supervisors -Provides verbal and written performance feedback to associates, senior associates and supervisors Requirements -Superior verbal and written communication skills -Ability to effectively delegate work as needed -Strong analytical, research and critical thinking skills as well as decision-making skills -Capacity to work well in a team environment -Capable of developing and managing a team of tax professionals -Ability to compose written tax advice -Capable of effectively developing and maintaining client relationships -Pursue new business leads and build and maintain strong relationships with centers of influence -Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Education -Bachelors degree in Accounting or other relevant field required -Masters degree in Accounting beneficial, masters degree in taxation beneficial Experience -4 to 5 years of prior experience in taxation -Prior supervisory experience License/Certifications -CPA or EA certification Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • 'Work From Anywhere' option, • Wellness Resources, • Four (4) weeks PTO, • Twelve (12) paid holidays, of which three (3) are floating holidays

Job DescriptionBenefits: • Dental insurance, • Employee discounts, • Free uniforms, • Health insurance Customer Service Prioritize customers in every interaction, striving to exceed their expectations. Maintain a positive atmospherefind ways to accommodate customers and ensure their satisfaction. Adhere to Meineke procedures for welcoming customers, gathering information, explaining the inspection process, and obtaining signed work orders before commencing any work. Educate customers on inspection results, communicate the benefits and value of any necessary work, answer questions, and perform needed repairs according to Meineke protocols. Follow Meineke procedures for customer check-out, including reviewing work done, seeking feedback, scheduling follow-ups, and informing customers about the CSI program. Proactively communicate with customers throughout their visits, keeping them informed and managing issues as they arise. Aim to achieve a 70% email collection rate. Sales Meet weekly and monthly personal sales targets. Contribute to the overall center sales goals. Conduct role-playing presentations with team members before presenting to customers. Phone Procedures Always adhere to Meineke phone procedures, including daily role-playing to maintain skills. Regularly review recorded calls to identify areas for improvement. Assist in training and role-playing with other team members as needed, helping others stay proficient. Building Estimates Possess comprehensive knowledge of Mkey to efficiently build complete repair tickets. Utilize Job Builder, sales packages, and ISE to construct thorough estimates for all work recommended by technicians. Prepare complete repairs, incorporating all relevant parts, services, accessories, and labor to protect the customer's investment and ensure proper vehicle system functionality. Order parts from approved vendors promptly, track arrival, and verify with technicians to ensure accuracy. Assign invoices to the correct RO numbers. Ensure full documentation on every ticket, including inspection sheets, estimates, work orders, final invoices, battery test forms, etc. Center Upkeep Work proactively to maintain a clean, comfortable, and professional center image at all times. Assist with regular center maintenance as needed. Manage cores, returns, inventory deliveries, and other upkeep tasks as requested. Perform closing duties as required, including closing the day in Mkey, bank deposits, cash audits, etc. Teamwork Be a team player and help others achieve their goals. Take initiative on tasks that need to be done without waiting to be asked. Train and teach new team members as necessary. Contribute to a positive and productive team environment. Additional Duties Follow all center policies and procedures. Perform any additional tasks as requested. Lead Service Advisor Responsibilities (Everything above plus below duties) Assist the Shop Manager with back-office and financial tasks, including maintaining accurate daily records of customer transactions and daily center business, ensuring easy access at any time. Track cores, returns, labor warranty claims, and other vendor financials daily to ensure accuracy and manage margins. Resolve any outstanding customer issues or complaints satisfactorily. Manage the daily customer callback process to ensure calls are being made and appointments are being set. Monitor online reviews and Meineke CSI scores regularly; follow up on outstanding issues and train team members on areas for improvement. Assist the Lead Technician in ensuring the shop runs efficiently.

Job Description Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience. Position Summary: The Product Principal will lead the strategic vision, execution, and lifecycle of Stellantis Financial Services’ fintech product portfolio, with a focus on captive auto finance. This senior role requires deep expertise in financial technology, auto lending, and scaled Agile practices. You will oversee multiple product teams, drive enterprise product strategy, and deliver scalable, customer-centric solutions that align with corporate goals. Serving as the key technology liaison to business units, you will guide strategic initiatives, resolve escalations, and ensure alignment with executive leadership. As a thought leader and mentor to senior product staff, you will champion innovation, foster cross-functional collaboration, and deliver impactful solutions that advance the company’s competitive position. Essential Duties and Responsibilities: • Define and execute strategic product roadmaps aligned with Stellantis Financial Services’ mission, market trends, and regulatory frameworks., • Drive enterprise innovation through advanced market analysis, competitor benchmarking, and emerging technologies (AI, blockchain, open banking)., • Oversee end-to-end fintech product lifecycles, including loan origination, digital payments, and dealer financing ecosystems., • Translate business objectives and customer needs into actionable product strategies that balance innovation, scalability, and ROI., • Lead cross-functional collaboration across engineering, design, compliance, marketing, and executive leadership to deliver seamless, compliant solutions., • Serve as a strategic advisor to C-suite leaders, dealership networks, and financial partners, championing product adoption and alignment., • Partner with Procurement and IT to assess vendor capabilities, negotiate contracts, and ensure technical feasibility of large-scale initiatives., • Mentor Senior Product Managers and Owners, cultivating leadership, accountability, and continuous product improvement., • Leverage analytics and testing (e.g., KPIs, A/B testing, MVPs) to optimize product performance and enhance customer experience. Experience & Expertise: • 8+ years of product management experience, including 3+ years in a senior role leading fintech or auto finance portfolios in regulated environments., • Expertise in auto finance operations (e.g., loan origination, credit decisioning, dealer financing) and emerging fintech technologies such as AI, blockchain, and cloud platforms., • Proven success in driving enterprise-wide product strategies, leveraging Agile frameworks (SAFe, Scrum, Kanban) and tools (Jira, Confluence, Aha!) to deliver measurable outcomes. • Bachelor’s degree in Business, Finance, Computer Science, Engineering, or a related field; MBA or advanced degree preferred. Skills Required: • Strategic Product Leadership: Proven ability to define and communicate transformative product visions aligned with enterprise goals, market trends, and regulatory frameworks., • Portfolio & Prioritization Expertise: Skilled in managing complex product portfolios using prioritization frameworks (e.g., RICE, Value vs. Effort) to drive high-impact decisions., • Customer-Centric & Outcome-Driven: Deep commitment to solving customer problems through research, empathy, and iterative design, with a focus on measurable business results., • Scaled Agile & Cross-Functional Execution: Advanced expertise in enterprise Agile (SAFe, LeSS) and orchestrating cross-functional teams across engineering, compliance, and marketing., • Data & Technical Acumen: Proficient in leveraging analytics (e.g., SQL, Tableau, Power BI) and understanding fintech architectures (e.g., APIs, cloud, microservices) to guide strategy., • Industry and Domain Expertise, • Deep understanding of consumer and dealer payment flows, including ACH, debit/credit card processing, digital wallets, and loan servicing platforms., • Familiarity with auto finance regulations, compliance, and risk management in digital payments., • Leadership & Collaboration Demonstrated, • Success leading cross-functional teams including engineering, design, operations, and compliance., • Ability to influence and communicate effectively with senior stakeholders and executive leadership., • Technical Acumen, • Strong understanding of API integrations, payment gateways, and real-time transaction processing., • Experience working with Agile/Scrum methodologies and tools like JIRA, Confluence, or Azure DevOps. Travel 0-10% - as required on an as needed basis. Must have reliable transportation and live within a commutable distance to one of the following cities: Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX; Phoenix, AZ. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Work Schedule This position requires the ability to work various shifts to accommodate business needs. Typically, between the hours of 8AM-6PM Monday through Friday and on weekends as needed. Travel is required 10% of the time. Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.

Job Description JOB TITLE: Accounting Director FLSA STATUS: Exempt REPORTS TO: Finance Analysis Director DIVISION: Accounting/Finance DIRECT REPORTS: Accounting Manager, Accounting/Payroll Specialist JOB SUMMARY The Senior Accounting Manager is a strategic leader responsible for overseeing the organization’s accounting operations, ensuring compliance with GAAP and FASB standards, and driving financial excellence across departments. This role supervises accounting staff, leads policy implementation, manages audits, and serves as a key advisor to senior leadership. The Senior Accounting Manager ensures the integrity of financial data, supports strategic decision-making, and fosters continuous improvement in financial systems and processes. JOB RESPONSIBILITIES • Lead and manage the full cycle of accounting operations, including general ledger, fund accounting, and financial reporting., • Supervise and mentor accounting team members, including the Accounting Manager and Accounting/Payroll Specialist., • Oversee the implementation and enforcement of accounting policies and procedures utilizing fund accounting practices., • Lead the month end, and year end close process, ensuring timely, accurate and complete financials., • Prepare and analyze financial statements (activities, position, cash flow) and variance reports for executive leadership., • Manage and maintain the Chart of Accounts to reflect organizational needs., • Direct the reconciliation of bank accounts and ensure accuracy and risk mitigation., • Lead the preparation and submission of grant budgets, billings, and compliance reporting., • Oversee coordination with Resource Development to ensure compliant accounting, reporting, and release of restricted and unrestricted funds in alignment with donor intent and ASC 958., • Coordinate and oversee the annual audit process, including preparation of schedules and liaison with external auditors., • Identify and implement automation and process improvements across finance systems., • Support strategic planning through budget preparation, forecasting, and financial modeling., • Provide onboarding and training for accounting staff, ensuring alignment with organizational standards., • Act as a financial advisor to leadership, offering insights and recommendations for operational efficiency., • Bachelor’s degree in Accounting, • Highly proficient in Microsoft Office Suite (Excel power-user), • Highly detail oriented., • Thorough knowledge of fund accounting., • Knowledge of GAAP and FASB rules and regulations., • Demonstrated ability to plan, organize, coordinate and direct multiple activities with varied deadlines and deliver in a timely manner, • Demonstrated critical thinking skills with the ability to analyze complex information and recommend efficient, practical and high impact solutions/systems., • Exceptional interpersonal skills with the ability to interact effectively while demonstrating emotional intelligence WORKING CONDITIONS and DRIVING • Travel between BGCAZ Branches and community sites may be required occasionally., • Work is performed in our Program Services Center-Administrative offices EXPECTATION of EXCELLENCE Boys & Girls Clubs of the Valley supports a culture of excellence in all we do and all employees are expected to reflect these values in their daily responsibilities. To be sure we meet our obligations for high performance in all areas, we organize our goals and efforts under these 5 Pillars of Excellence:

Job Description Job Title: Account Executive - Hospice Department: Sales & Marketing Location: Phoenix, Arizona Reports To: Director, Community Partnerships FLSA Status: Exempt Overview We are seeking a results-driven Account Executive Hospice to join our Phoenix team. In this role, you will be responsible for expanding hospice services in the community by building strong referral networks, driving patient census growth, and enhancing brand presence. The Account Executive serves as a trusted partner to physicians, hospitals, and community organizations while ensuring sales efforts align with patient care goals. Key Responsibilities Growth & Market Development • Develop and execute strategies to expand hospice services into new markets., • Build and strengthen relationships with hospitals, physicians, and referral sources., • Track and analyze KPIs for referrals, patient acquisition, and retention., • Document all interactions in CRM systems to support data-driven decision-making., • Conduct face-to-face meetings with referral partners to present tailored hospice solutions., • Participate in health fairs, community events, and networking opportunities to increase awareness of hospice care., • Bachelors degree in Marketing, Business Administration, Healthcare Administration, or related field (Masters preferred)., • 7+ years of business development or sales leadership experience in hospice care., • Proven track record of meeting/exceeding sales targets and building referral networks., • Strong knowledge of hospice industry trends, compliance standards, and patient needs., • Excellent communication, negotiation, and relationship-building skills., • Experience with CRM systems (WellSky preferred) and data-driven sales strategies., • Primarily office-based with frequent travel to meet referral sources, clients, and community partners across the Phoenix market., • Growth in patient census, referrals, and revenue., • Successful expansion into new geographic areas and service lines., • Strengthened referral partnerships and repeat business., • Increased brand recognition and community presence., • Effective adoption of tools like the PerfectVisit platform to support growth and patient care.

Job Description Resource Innovations is seeking a dynamic, client-focused Delivery Services Principal with significant experience managing energy efficiency, load management, and other customer-centric programs to join our growing team in Arizona. As a Delivery Principal, you will not only oversee the Customer Program Delivery Team based in Chandler, AZ, but also serve as a trusted partner to our clients across Arizona, New Mexico, and Nevada—deeply engaging with them to understand their priorities, anticipate needs, and co-create innovative solutions aligned with their strategic direction. This highly visible role is responsible for resource planning, budgeting, forecasting, and driving both innovation and continuous improvement in program delivery. The Delivery Services Principal will build upon and enhance successful programs, identify opportunities for strategic growth, and develop tailored approaches that help our clients achieve and exceed their goals. This position requires exceptional relationship-building skills, strategic vision, and the ability to foster a culture centered on client success and measurable impact. The Delivery Services Principal directly oversees 3–4 managers and 10+ indirect team members administering a mature business energy efficiency portfolio—spanning small business, midstream, and large commercial programs—while working in close partnership with the Director of Business Development to expand and evolve our utility-focused solutions. Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change. Duties and Responsibilities • Lead and strengthen strategic client relationships, serving as a trusted advisor who proactively identifies opportunities to build on existing successes and advance client objectives., • Engage directly with client leadership to co-develop forward-looking strategies that align with their evolving goals, regulatory environment, and market conditions., • Translate client priorities into actionable delivery plans, ensuring programs are innovative, high-quality, and impactful., • Promptly address and resolve client concerns, reinforcing confidence and long-term collaboration., • Ensure quality of services, contract compliance, and achievement of performance metrics, while meeting or exceeding delivery schedules for multiple concurrent projects., • Secure and align staffing and resources to meet program goals, drawing from cross-functional teams or new hires as needed., • Maintain financial accountability for assigned projects, ensuring adherence to budgets, revenue targets, and profitability goals., • Collaborate with Business Development and other practice areas to identify and capture new opportunities in alignment with client strategies., • Provide accurate forecasts and strategic insights to support corporate and division planning., • Mentor and develop staff with a focus on enhancing client engagement skills, technical expertise, and innovative problem-solving., • Located or willing to relocate to the greater Phoenix, AZ area, • Bachelor’s degree, • 5+ years managing or implementing energy efficiency, demand response, or load management programs for North American utilities., • 3+ years of team leadership experience with a track record of driving strong client engagement and results., • 2+ years of experience collaborating with utilities, with strong knowledge of regional priorities, key regulatory rulings, and energy efficiency program structures., • Proven ability to design and deliver innovative solutions that align with client strategic goals and improve existing program outcomes., • Ability to travel locally up to 10% of the time. Resource Innovations offers competitive salaries based on candidate's qualifications. Resource Innovations also offers three weeks paid vacation per year, paid holidays, a 401(k) plan with employee matching funds, a discretionary bonus and an overall comprehensive benefits package. About Resource Innovations Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change. Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work. Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required. The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.

Job DescriptionDescription: Who We’re Looking For At RTA, we’re not just a fleet software company—we’re a Fleet Success Company. We believe every police department, fire station, school district, and city fleet deserves software and services that help them save time, money, and lives. That’s where you come in. We’re looking for a?Fleet Success Playmaker?to lead our Professional Services organization. You’ll guide a talented team of consultants, implementation specialists, and trainers, ensuring every fleet we serve gets world-class onboarding, training, and long-term success. You’ll own the end-to-end client lifecycle—from project scoping and implementations to analytics and transformation—while also making sure our team scales with RTA’s growth. What You’ll Do • Lead and develop three core Professional Services teams: Advisory Services (Consulting & Analytics), Implementation, and Training., • Align every service engagement to RTA’s mission of Fleet Success, ensuring high impact and scalability., • Be hands-on: understand the daily realities of consulting, training, and implementation so you can coach, inspire, and influence change., • Champion process improvements that drive efficiency across departments., • Partner with Sales, Customer Success, Product, and Engineering to keep projects on time, in scope, and delivering measurable value., • Manage the unit economics of Professional Services (cost, revenue, profitability) with an eye toward long-term growth and sustainability., • Build and nurture executive-level client relationships, serving as a trusted advisor., • Proven leadership in Professional Services, ideally across consulting, training, and implementation teams., • Experience delivering large-scale SaaS implementations (EAM, ERP, or fleet tech preferred)., • Strong operational and financial management skills: budgeting, forecasting, analytics, and reporting., • Ability to translate client needs into actionable service strategies., • Skilled communicator who can build confidence at every level—from frontline technicians to C-level execs., • Hands-on experience in the fleet industry (as a fleet professional or vendor)., • SaaS background in fleet or adjacent industries., • High-growth SaaS or tech company experience. Base salary for the role is between $115k – $140k a year, based on experience. This is a full-time, hybrid role In Office MWF (WFH available on Tues/Thurs). About Us?? RTA has been established since 1979 and is a certified Great Place to Work! Our purpose is to help fleets succeed, with our current mission to help fleets save $1B in their operations. We pride ourselves on creating a caring, team-oriented, family-friendly atmosphere for both staff and clients, and love that our work makes a positive impact on all the lives we touch. Our clients are the backbone of society. They carry kids in school buses, patients in ambulances, food and medical supplies in trucks, and people just taking the bus or train to work. We do meaningful work, and we want our clients to have the best tools and experiences available to them. Our office spaces are open, spacious, and colorful, with an abundance of natural light. We come together often as a company to enjoy freshly baked desserts or awesome lunches, and genuinely enjoy each other’s company. We offer some pretty unique perks and benefits, as well as all the standard ones. Coming from the east side of Phoenix? You’ll enjoy waving at the traffic going the other way while never having to stare at the blinding sun. It only takes about 30 minutes to get here from downtown Scottsdale in the mornings. We are located close to Arrowhead Mall, with quick access to the 101 from multiple directions. If all of this sounds like you, and your type of company, then click apply! Seriously, we’ve asked you three times, and you are still reading. Come on, get your hands up and let’s raise the roof!? #LI-AE1 Requirements:

Job DescriptionHybrid Work Schedule, 100% of Medical, Dental, and Vision Covered, Fridays off in the Summer This Jobot Job is hosted by: Kevin Shilney Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $130,000 - $160,000 per year A bit about us: We specialize in providing innovative tax and financial solutions to a diverse range of clients. Our mission is to deliver exceptional service while fostering a culture of growth, integrity, and collaboration. Headquartered in Scottsdale, AZ, our firm is dedicated to empowering our team members with the resources and support they need to thrive in a fast-paced, client-centered environment. Why join us? • Career Growth: Significant opportunities for professional growth and advancement. They're looking to expand, 2 growing locations., • Comprehensive Benefits: Enjoy 100% paid dental, medical, and vision insurance on behalf of the firm, • Work-Life Balance: Take Fridays off in May, June, and July, and relish in our extensive PTO offerings., • Financial Security: Benefit from a 401k match up to 4%., • Flexible Work Arrangements: Thrive in a remote or hybrid work environment that allows for optimal work-life integration. Job Details As a Senior Tax Manager, you will play a key leadership role in managing and delivering exceptional tax services. Your responsibilities will include: • Overseeing and managing the preparation and review of federal, state, and local tax returns for individuals, corporations, and partnerships., • Developing tax strategies to minimize tax liabilities and maximize compliance., • Serving as a trusted advisor to clients, providing guidance on complex tax issues and opportunities., • Leading and mentoring a team of tax professionals to achieve excellence., • Conducting thorough tax research and staying up-to-date on changes in tax regulations., • Managing client relationships, ensuring satisfaction, and identifying opportunities for growth., • Supporting business development efforts by contributing to proposals and expanding client engagements., • Bachelor’s degree in Accounting, Finance, or a related field (Master’s or CPA designation preferred)., • Minimum of 7 years of progressive tax experience in public accounting or a similar setting., • Strong knowledge of tax compliance, tax planning, and regulatory requirements., • Proven leadership skills with the ability to manage and develop a high-performing team., • Excellent problem-solving, analytical, and decision-making abilities., • Outstanding communication and interpersonal skills, with a client-focused mindset., • Proficiency in tax software and advanced Microsoft Excel skills. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description About Company: MISSION STATEMENT Our school’s mission is to provide a quality educational system to prepare students to pass the state board examination and gain entry level employment within their chosen field of study. We are passionately committed to providing a solid educational foundation to empower our team in the pursuit of excellence and we strongly believe that when people come first, success will follow. "Our purpose: To develop technically strong professionals who have been given the skill set to be successful in the industry. " About the Role: The Admissions Advisor will provide information to potential students and their families about the admissions process, the admission requirements, the available programs of study, and the school and its facilities and resources. The Admissions Advisor is responsible to schedule both in-person and virtual meetings to facilitate tours of the school facility. He or she assists with organizing and participates in recruitment events, such as the National Open House and high school career fairs. He or she is responsible for developing and delivering enrollment and financial aid training via virtual and/or on-site, in-person events to support ongoing training efforts. A successful candidate will have strong communication and presentation skills to ensure that prior to a prospective student’s commitment to enroll, the prospective student fully understands the requirements for admission, realizes the program expectations, and has complete and accurate information about available resources. He or she must also have an unwavering commitment to providing exceptional customer service, following the law, and abiding by diversity, equity, and inclusion policies. Minimum Qualifications: • At least 5 years of experience in admissions or enrollment management within an educational setting., • High school diploma or equivalent (Associate’s or Bachelor’s degree preferred)., • Experience in admissions, sales, customer service, or a related field., • Strong interpersonal and communication skills with the ability to connect with diverse individuals., • Ability to multitask and work in a fast-paced environment., • Passion for the beauty industry and helping students achieve their goals., • Proficiency in Microsoft Office and CRM software is a plus., • Conducts and leads tours for prospective students and their families, • Understands and follows all policies and procedures, • Understands and follows the lead management workflow and admissions process, • Knows and understands the school’s educational programs, • Provides prospective students and their families with appropriate, accurate, timely, and clear information Attends daily and weekly Team Huddle, Town Hall, and staff trainings, • Conducts professional development training for current students, • Updates and manages the lead database in the CRM, • Follows up with prospective students via phone, text, and email, • Follows communication procedures, guidelines, and policies, • Works with teams to promote best practices, • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community, • Ability to develop and deliver presentations, • Ability to communicate effectively, both orally and in writing, • Knowledge of programs/services available to the students, • Knowledge of customer service standards and procedures, • Knowledge of community outreach practices, • Ability to process computer data and to format and generate reports, • Knowledge of student recruitment and retention issues, • Ability to interpret, adapt, and apply guidelines and procedures, • Ability to investigate and analyze information and draw conclusions, • Ability to work effectively with diverse populations, • Ability to evaluate student transcripts and/or records

Job DescriptionCompany Description From the inception of a project through to completion and beyond, Turner & Townsend help to deliver the outcomes that matter through transformational projects covering the full spectrum of consultancy, project delivery and post-project operations. With offices located globally, you're never far away from our services. With over 22,000 specialists in more than 60 countries, we blend local knowledge with global insight to tackle challenges of any scale. Our team is dynamic, innovative and client-focused, supported by an inclusive and fun company culture. Our clients value our proactive approach, depth of expertise, integrity and the quality we deliver. As a result, our people get to enjoy working on some of the most exciting projects in the world. Job Description Turner & Townsend is seeking driven and detail-oriented Project Controls professionals to join our growing construction management team in the Phoenix, Arizona area. This is a hybrid role requiring both on-site and in-office presence as needed. It’s an exciting opportunity for construction professionals who are passionate about delivering excellence in cost and schedule management on large-scale, complex construction programs. The ideal candidate brings a strong background in project controls, with a particular focus on cost management, forecasting, and financial reporting, and thrives in a collaborative, fast-paced environment supporting high-tech and mission-critical projects. Responsibilities: • Ensure monthly progress tracking and reporting across all projects, maintaining accuracy and consistency in project controls data., • Report on milestones, planned value, earned value, and percent complete, and provide detailed project commentary., • Attend project status meetings to report on major material status and update forecasts and schedules based on progress discussions., • Summarize project performance metrics and provide strategic recommendations to project teams and leadership to resolve project controls challenges., • Develop, monitor, and update the owner’s Integrated Master Schedule (IMS)., • Serve as a trusted advisor to project stakeholders, offering guidance and recommendations throughout the project lifecycle., • Collaborate with project managers and contractors to maintain schedule integrity and alignment with project goals., • Track and review change orders in coordination with project and cost management teams., • Produce monthly cost and schedule reports for internal and client stakeholders., • Support contract administration, including retention, terms and conditions, insurance, allowances, contingency, and incentives., • Prepare baseline schedules and schedule basis documents for team approval., • Conduct schedule resource loading and leveling, and consolidate contractor schedules into the IMS., • Assess impacts to critical and near-critical paths and communicate findings to the project team., • Monitor schedule deviations and variances, and support the development of corrective action plans., • Facilitate regular schedule reviews with project teams to ensure timely and accurate data integration., • Lead interactive planning sessions and quantitative risk assessments as needed., • Maintain records of scope changes, trends, and variances affecting cost and schedule performance., • Maintain strong communication with clients and consultants at all stages of the project., • Implement best practices in project controls and contribute to continuous improvement efforts., • Experience supporting semiconductor, high-tech manufacturing, data center, or mission-critical clients is highly desirable., • Proven track record on construction projects or programs valued at $1B+., • Strong cost management experience, including budget development, cost forecasting, variance analysis, and financial reporting., • Proficiency with tools such as Microsoft Power BI, SAP Financial & CPM, Hexagon Ecosys, and Oracle Primavera Unifier., • Familiarity with earned value management (EVM) and cost performance metrics is a plus., • Certifications in Power BI, PMP, Six Sigma, or related areas are beneficial.Qualifications, • Bachelor’s degree in construction management, cost management, quantity surveying, engineering, accounting, finance, or a related field., • Graduate degree in quantity surveying, cost management, construction management, or engineering is preferred., • Minimum of 8 years of construction experience, including a project controls role within the construction industry., • Strong proficiency in project management software (e.g., Primavera P6, Microsoft Project) and advanced Excel skills for data analysis and reporting., • Deep understanding of project control principles, including schedule development, cost control, risk management, and performance measurement., • Excellent analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights., • Strong communication and interpersonal skills to collaborate effectively with multidisciplinary teams and stakeholders., • Ability to manage multiple priorities and meet deadlines in a dynamic project environment., • Knowledge of industry standards, regulatory requirements, and compliance frameworks relevant to large-scale construction projects., • Demonstrated leadership and the ability to influence project teams toward achieving project control objectives. Additional Information Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community. Please find out more about us at Turner & Townsend does not accept any speculative or unsolicited CV’s that have been sent to our internal recruitment team or hiring managers from agencies outside of our preferred supplier list or that have not followed due process. Any speculative or unsolicited CV’s will be treated as a direct application. All your information will be kept confidential according to EEO guidelines. #LI-MB1 Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn

Job Description ABOUT THE BENZ SHOP At The Benz Shop, we specialize in delivering exceptional service and craftsmanship. As a family-owned business, we foster an environment where collaboration, authenticity, and innovation thrive. We are dedicated to continuous learning and staying ahead of industry trends, ensuring that our technicians have the latest tools and training at their fingertips. Our customer-obsessed, results-driven approach sets us apart, making us a trusted name in automotive care. Are you passionate about luxury cars and delivering top-tier customer service? Do you thrive in fast-paced, high-performance environments where every interaction makes a difference? The Benz Shop in Glendale, AZ is looking for a full-time Service Advisor who is ready to take their career to the next level. If you love working with high-end vehicles and ensuring customers receive an exceptional service experience, this is the opportunity for you! WHAT'S THE SCOPE? As our Service Advisor, you can expect to earn a competitive base salary of $80,000-$130,000 plus commission, giving you the potential to achieve financial success based on your skills and performance. We also offer top-tier benefits, including: • Bonus structure, • Company parties, • PTO, • Growth opportunities, • Mentor/apprentice program YOUR CONTRIBUTIONS MATTER As our Service Advisor, you step into The Benz Shop as the face of our business. You greet customers with confidence, providing clear and upfront communication about their vehicle needs. You build trust by being honest, detail-oriented, and knowledgeable, ensuring that every client receives an unparalleled customer service experience. Your ability to maintain strong selling metrics while genuinely caring about each customer's concerns makes you a key player in our success. From diagnosing issues to presenting solutions, you take pride in delivering exceptional customer service that keeps clients coming back. WHAT'S REQUIRED? • 1+ years of experience in an automotive service advisor role, • Detail-oriented and self-motivated, • Accountable, • Excellent conflict resolution skills, • Having experience in a hospitality role is a plus! JOIN US! Applying is quick, easy, and mobile-friendly with our initial application process. Join us in shaping the future of the automotive industry as an essential Service Advisor. Your journey starts here – apply now! Must have the ability to pass a pre-employment drug screening. Job Posted by ApplicantPro

Job Description Job Title: Senior Human Resources Director Company: Confidential Location: On-site in Phoenix, AZ Employment Type: Full-Time Salary Range: $140,000-160,000 (depending on experience) In order to be considered for this position, please complete the Culture Index assessment. It only takes three to five minutes to complete. Please click here: Begin Survey Position Overview The Director of Human Resources is responsible for the overall leadership of the human resources function including recruiting, onboarding, compensation management, employee relations, benefits administration, policy creation, and performance management. (Payroll reports through Finance). This position reports to the Chief Financial Officer. As the Senior HR Leader, you will lead and execute on the HR strategy for the organization. As a synergetic subject matter expert, you will define HR functions including leading corporate culture, talent acquisition, leadership development, team engagement, DEI, and employee retention programs, collaborating with organization-wide leaders to attract, develop, and retain talent. Further, you will be key to building a talent acquisition culture with new processes, systems, and standards for recruiting. You will act as the key advisor and trusted thought partner to the entire Senior Leadership Team. Key Responsibilities • Acts as the SME on the executive leadership team and participates in executive level discussions., • Serves a key role in creating a positive and supportive environment for all employees and ensures human resource practices throughout the organization comply with company policies and with applicable employment laws., • Administers HR programs and functions, identifying and resolving HR issues impacting operations management and the business direction., • Oversees and performs a range of human resources functions, including policy development and administration, staffing, compensation and benefits, and employee relations., • Designs and executes performance, learning & development, training, and process improvements and leads full-cycle HR operations to optimize the employee experience and yield greater performance., • Advocates for the employee, establishing a culture of excellence by gathering feedback to assess needs, anticipating outcomes, and introducing change management to produce consistent results., • Collaborates with senior leadership team to shape the mission, vision, strategy, and direction of people operations including talent development, compensation, and organizational design., • Develops trusting relationships, leads and optimizes high-performing teams, and coach individuals to maximize performance and potential., • Enhances employee engagement by implementing innovative HR strategies and initiatives., • Leads the administration of group employee benefit plans, working with benefits broker to improve and reduce costs of employee benefits programs., • Ensures organizational compliance with federal, state legislation and other legal oversight required of the organization., • Supervises the HR employees., • Bachelor's degree with a field of study that includes business, Human Resources, or other related field., • Five or more years of experience in human resources management is required., • SHRM-CP or SHRM-SCP certification highly desired. Previous experience as a Director or C-Suite level experience., • Extensive knowledge of human resource management issues, policies, programs, and regulations; including experience with recruitment and selection, classification and compensation, employee relations, performance management, HR information systems, risk management, equal employment opportunity, affirmative action, ADA and ACA., • Competitive compensation package (DOE)., • Comprehensive employee benefits offering Job Posted by ApplicantPro

Job Description h/care was born in 2018 with a serendipitous meeting between two visionary healthcare entrepreneurs as they waited for their elevator in Birmingham, Alabama. United by a shared passion for transforming post-acute care, they spent thousands of hours visiting agencies, listening to caregivers, and gathering feedback from residents and their families. This journey culminated in the founding of h/care in 2023-a company built on a foundation of high touch, high tech, and unwavering trust, dedicated to delivering exceptional care and experiences for both our internal and external customers. The Community You Will Join At h/care, we are passionate about transforming the way home-based healthcare is delivered. As part of our Phoenix home health agency, you will be joining a team that is deeply rooted in the local community, committed to providing exceptional care, and dedicated to building meaningful relationships. Our local h/care team thrives on collaboration, innovation, and compassion, ensuring every patient receives care that is high-touch, high-tech, and built on trust. We foster a welcoming and supportive environment where every team member's contribution is valued. You'll be part of a mission-driven organization that prioritizes both the success of our team and the well-being of our patients, making a lasting impact in the lives of those we serve. h/care's Unique Approach to Care At h/care, we're revolutionizing healthcare delivery for patients and families of all ages. Frustrated with unpredictable and impersonal care experiences? We've got the solution. Our team of healthcare experts and entrepreneurial leaders has developed the PerfectVisit™ - a standardized approach ensuring high-quality, consistent care every time. By combining compassion with cutting-edge technology, we deliver transformative home-based services, from health visits to hospice care. We implement the Entrepreneurial Operating System ("EOS") to streamline decision-making, cutting through bureaucracy and eliminating unnecessary red tape. With h/care, you're not just receiving a service; you're experiencing care built on community, dignity, and trust. Available 24/7, we ensure you're never alone in your healthcare journey. The Impact You Will Have At h/care, we believe every patient deserves compassionate, high-quality care in the comfort of their home. As a Home Health Account Executive, you will play a critical role in connecting patients, families, and referral partners to the services they need to thrive. Your mission: build meaningful relationships with referral partners, physicians, and community organizations to increase awareness and grow our patient base. You'll be the face of h/care in the community, identifying opportunities to educate partners about our services and ensuring seamless transitions for patients into home health care. By creating and executing strategic plans, you'll drive referrals, expand our reach, and position h/care as the trusted leader in home health services. Your work will ensure more patients receive the exceptional care they need, families feel supported, and referral partners trust us as their go-to resource. If you are a relationship-driven professional who thrives on making a difference, this is the role for you. Key Responsibilities Visionary Leadership & Strategic Direction • Market Expansion & Growth: Develop and execute strategies to expand home health services, identifying new referral sources, markets, and opportunities. Build partnerships with hospitals, physicians, and community organizations to drive growth and increase patient referrals., • Sales Strategy: Design and implement targeted sales initiatives, setting and achieving ambitious goals for patient census and revenue growth while enhancing market share. Market Expansion & Growth • Develop and Execute Strategies: Formulate and implement plans to expand home health services, identifying new referral sources, geographic markets, and service lines., • Build Partnerships: Establish and maintain relationships with hospitals, physicians, and community organizations to drive growth and increase patient referrals. Sales Strategy • Design Targeted Initiatives: Create and implement sales initiatives aimed at achieving ambitious goals for patient census and revenue growth while enhancing market share., • Achieve Sales Targets: Set and meet sales targets to drive business growth. Strategic Marketing • Lead Marketing Efforts: Oversee the development and execution of marketing initiatives to enhance brand presence, generate leads, and support sales efforts., • Collaborate with Marketing Teams: Work with marketing teams to create impactful campaigns that resonate with patients and referral partners. Sales Operations • Oversee Daily Activities: Manage daily business development activities, ensuring alignment with organizational goals and growth strategies., • Collaborate with Clinical and Operational Leaders: Work together to ensure seamless service delivery that supports sales efforts. KPIs & Performance Tracking • Establish Metrics: Set performance metrics for referrals, patient acquisition, and retention., • Analyze Data: Track and analyze these metrics to identify opportunities for improvement and inform decision-making. Team Collaboration • Partner with Cross-Functional Teams: Align sales strategies with patient care objectives, fostering a collaborative and results-driven environment. Revenue Growth • Focus on Increasing Revenue: Implement effective sales planning and efficient resource utilization to increase revenue., • Maintain Budget Alignment: Ensure alignment with budgets and growth projections while meeting financial goals., • Compliance, • Ensure Regulatory Compliance: Ensure all sales activities meet regulatory and ethical standards, fostering trust with patients, families, and referral sources. Partnership Development • Identify and Nurture Partnerships: Develop relationships with key stakeholders to unlock new growth opportunities., • Drive Expansion: Expand into new territories and explore untapped patient populations. Lead by Example • Represent h/care in the Phoenix MSA: Lead key engagements, build relationships, and demonstrate best practices for the team to emulate. Patient Impact • Ensure Exceptional Care: Center all growth initiatives on delivering exceptional care that positively impacts patients and their families, fostering trust and loyalty. A Typical Day • Morning Strategy Session: Start your day by reviewing referral trends, key performance indicators (KPIs), and market insights to identify growth opportunities. Develop a targeted outreach plan focusing on high-potential referral sources, including hospitals, physicians, and community organizations., • Client and Referral Source Engagement: Conduct face-to-face meetings with existing and prospective referral partners to understand their needs and present tailored home health solutions. Utilize a consultative selling approach to position h/care as a trusted advisor in patient care., • Afternoon Follow-Ups and Documentation: Engage in follow-up communications with referral sources to address inquiries, provide additional information, and reinforce relationships. Document all interactions and updates in the CRM system to maintain accurate records and facilitate data-driven decision-making., • Community Outreach and Networking: Participate in local events, health fairs, and networking opportunities to raise awareness of h/care's services and establish new referral channels. Leverage these platforms to educate the community about the benefits of home health care and build the company's brand presence., • End-of-Day Coordination: Send an end-of-day activity email to leadership summarizing referral activities, progress, and key updates. Review clinician availability, send out availability updates to referral sources, and ensure all completed patient consultation documents are submitted to intake so referrals are processed without delay., • Consistency is King: You win by showing up and being consistent in your efforts. Building trust and credibility with referral sources comes from reliability and delivering results day in and day out., • Evening Reflection and Planning: Wrap up the day by reviewing accomplishments and planning your outreach and engagement priorities for the next day. Evaluate the success of strategies and make adjustments to keep driving growth. Your Expertise • Education: Bachelor's degree in Marketing, Business Administration, Healthcare Administration, or a related field is required; a Master's degree is preferred but not mandatory., • Experience: Minimum of 2 years in home health care or hospice, with a proven track record of success in business development and consistently achieving or exceeding sales targets., • Sales Success: Demonstrated ability to grow referral networks, secure partnerships with healthcare providers, and generate revenue growth through consultative sales strategies., • Industry Knowledge: Deep understanding of home health and hospice industry trends, regulatory requirements, and patient care needs, ensuring compliance and alignment with market demands., • Communication Skills: Outstanding relationship-building skills with the ability to engage stakeholders, negotiate effectively, and present tailored solutions to meet referral partners' needs., • Strategic Vision: Expertise in creating and executing growth strategies, including expanding market presence, entering new territories, and developing service lines to meet patient needs., • Tech-Savvy: Proficient in using customer relationship management (CRM) platforms, such as WellSky, and leveraging technology to manage sales pipelines and improve efficiency., • Financial Understanding: Familiarity with Medicare, Medicaid, and private insurance reimbursement processes, as well as the ability to assess financial implications of growth initiatives., • Data-Driven Decision-Making: Ability to analyze referral and sales data to identify trends, optimize strategies, and prioritize high-impact opportunities for growth. Your Work Environment • Location: Based in our Phoenix office with regular travel across the Greater Phoenix market to connect with referral sources, clients, and community partners. Your work will place you at the heart of our mission to expand access to compassionate, high-quality care for patients and families., • Pace: Thrive in a dynamic, relationship-focused environment where every day brings new opportunities to achieve ambitious growth goals, build lasting partnerships, and make a difference in the lives of patients. You'll balance fast-paced decision-making with a commitment to excellence., • Challenges: Tackle the complexities of a competitive healthcare market with confidence. You'll address diverse client needs, navigate changing industry regulations, and tailor solutions to meet market trends-all while staying focused on providing outstanding service and patient-centered care. How Success Will Be Measured • Referral Growth and Relationships: Build strong, trust-based partnerships with referral sources, increasing referrals by at least 20% within the first year and maintaining high levels of repeat business from key partners like hospitals, physicians, and skilled nursing facilities., • Patient Census and Access: Drive patient census growth by ensuring a seamless transition from referral to admission, with a focus on improving access to compassionate care for every patient in need., • Market Expansion: Open doors to new service areas or patient populations, leveraging local healthcare knowledge to identify untapped opportunities and expand h/care's footprint., • Operational Excellence: Collaborate with intake and clinical teams to ensure referrals are processed efficiently, resulting in timely admissions and positive patient experiences., • Regulatory Compliance and Quality: Maintain high ethical standards and ensure all referral and sales activities comply with home health industry regulations and policies., • Community Presence: Establish American Premier as the trusted provider of choice in home health by increasing brand visibility through participation in local events, health fairs, and educational seminars., • Technology and Data Utilization: Use platforms like a CRM to track referral pipelines, analyze performance metrics, and continuously improve strategies to drive measurable growth.

Job DescriptionThe Opportunity: Senior Staff AccountantSend resumes to: you ready to take your career to the next level with a prestigious and highly-awarded law firm known for its excellence, integrity, and financial acumen? We are seeking an exceptional Senior Staff Accountant to join our elite Accounting Department. This is a rare opportunity to contribute to the financial stability and strategic vision of a firm that has set the standard in the legal industry. This is more than a job—it is an opportunity to shape the financial future of a renowned law firm that has built its reputation on excellence. You will be part of a dynamic team that values precision, innovation, and strategic financial leadership. In return, we offer: • Top-Tier Medical, Dental, Vision, 401(k), etc., • Competitive Base Salary & Employee Perks, • Stable and Consistent Environment (Strong Retention), • A prestigious and intellectually stimulating work environment, • The opportunity to collaborate with top-tier legal professionals, • Competitive compensation and comprehensive benefits, • A culture of excellence where your financial expertise will be valued and rewardedIn this pivotal role, you will oversee financial operations with the utmost discretion, ensuring the firm’s compliance with all regulations while delivering insightful financial analysis that supports strategic decision-making. As a Senior Staff Accountant, you will be a trusted advisor to firm leadership, responsible for safeguarding and optimizing the firm's financial health through meticulous oversight and strategic foresight. If you thrive in a fast-paced, intellectually stimulating environment and possess the sophistication, precision, and expertise required to manage complex financial operations within a law firm, we invite you to apply. Key Responsibilities, • Overseeing all state and federal tax filings, ensuring full regulatory compliance., • Preparing and filing timely and accurate financial statements., • Managing accounts payable and receivable, maintaining the firm's financial integrity., • Conducting risk analysis to assess operational, compliance, and reputational exposure., • Representing the Accounting Department at board meetings, providing financial insights., • Strengthening and monitoring the firm’s credit, liquidity, and financial integrity., • Preparing and distributing financial reports, productivity statements, and performance evaluations., • Managing and reconciling all IOTA transactions, ensuring strict adherence to legal standards., • Overseeing bank reconciliations, journal entries, payroll processing, and month-end reporting., • Analyzing past financial performance, forecasting future performance, and determining firm equity valuation., • Liaising with external CPA firms and auditors to ensure compliance and accuracy., • Collaborating with attorneys to provide clear and concise financial insights., • Leading annual financial audits, ensuring transparency, accuracy, and adherence to best practices., • Executing and maintaining the firm’s budget, supporting strategic financial planning., • Investigating potential financial violations, enforcing corrective protocols, and upholding regulatory integrity., • Working collaboratively with the Accounting Department in a team-oriented, results-driven environment.Required Qualifications, • Exceptional command of financial regulations, procedures, and policies, particularly within a law firm setting., • Education: Bachelor’s degree in Accounting or Finance required; Master’s degree preferred., • Minimum of three years of IOTA experience in a legal or professional services environment., • Technical Expertise: Advanced proficiency in Microsoft Excel; experience with payroll processing., • Regulatory Mastery: Strong understanding of financial compliance at all levels of government., • Analytical Acumen: Ability to perform financial audits, strategic forecasting, and risk assessments., • CPA certification preferred but not required

Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MS1 Powered by JazzHR i1PvheOLbd

Job Description Entrepreneurial mindset who thrives in a commission-only, independent contractor role. (Unlimited Earning Potential) About the Role We are seeking seasoned Independent Sales Representatives who have decision-level connections in commercial facilities, city halls, and high-rise buildings. If you’ve been responsible for reviewing electric bills, reducing operating costs, or driving facility budgets, this role lets you turn your expertise into independence and income. This is a commission-only role with no salary, no cap. You’ll represent a patented AI-driven energy platform that reduces building energy costs by 15–30%. With utility rates skyrocketing exponentially, your network already knows they need a solution. All they need is you to connect the dots. Why Now? * Energy bills in major cities are exploding Phoenix's commercial rates are climbing at one of the fastest paces in the country. * Facility directors, property managers, and city officials are under pressure to cut costs now. * You already have the network and the influence. We have the solution. What You’ll Do * Leverage your relationships in Phoenix's high-rise commercial buildings, universities, hospitals, and city halls. * Introduce decision makers to our ecoSEMS energy management platform and show them how it directly cuts operating costs. * Operate independently as a trusted advisor with freedom, flexibility, and uncapped commission-based earnings. What We’re Looking For * A trusted influencer with direct access to facility directors, property managers, city procurement officials, or CFOs. * Experience in facilities, operations, or energy procurement. * A closer who understands the urgency of today’s energy crisis. What’s In It for You * Commission-Only Role – Aggressive payouts, no earnings cap. * Freedom & Flexibility – Be your own boss, run your own book of business. * Purpose & Impact – Help your network slash costs and avoid painful rate hikes. * Support – Full technical and engineering backing to deliver results. This is your moment. Energy inflation is rewriting the rules. Step into the role of trusted advisor, protect your network, and take control of your financial future. About ecojiva & ecoSEMS ecojiva is a leader in renewable energy and smart building technologies, committed to helping organizations cut costs while achieving sustainability goals. Our flagship platform, ecoSEMS, is a patented, AI-driven energy management system that delivers real-time insights, predictive control, and 15–30% energy savings for large commercial buildings, city halls, Manufacturing, Life Sciences, Pharmaceuticals, Schools, and Universities. With energy rates climbing at record levels, ecoSEMS empowers facility leaders to take control of their operations, reduce expenses, and build a smarter, more sustainable future. Company DescriptionEcojiva LLC is a dynamic and innovative company dedicated to delivering cutting-edge solutions in Renewable Energy Industry. We thrive on data-driven decision-making and are passionate about enhancing customer experiences through advanced marketing strategies and AI-powered tools.Ecojiva LLC is a dynamic and innovative company dedicated to delivering cutting-edge solutions in Renewable Energy Industry. We thrive on data-driven decision-making and are passionate about enhancing customer experiences through advanced marketing strategies and AI-powered tools.

Job DescriptionDescription: JOB TITLE: Accounting Advisor STATUS: Non-Exempt/Hourly TYPE: On-Campus REPORTS TO: Regional Student Accounts Manager PURPOSE The Accounting Department is central to the fiscal performance of the Campus and is responsible for maintaining the overall health of all student accounts. This may include, but is not limited to, ensuring all student accounts are up-to-date, students are in good financial standing, any changes to a student’s account are communicated to the appropriate staff member(s), and all transactions have been correctly recorded in a timely fashion. The Accounting Advisor will work closely with the Campus’ Financial Aid and Admissions departments on current and new student accounts. The Accounting Advisor will also report to the Campus Director on the overall financial performance of the Campus. OVERALL JOB RESPONSIBILITIES • Maintain the accuracy of each individual student’s account, • Post quarterly tuition and fees in SIS for every student, • Collect and process the Registration Fee for all incoming students, • Create, review, and update monthly payment plans for current and new students, • Post student’s private payments in SIS, • Process payment reminders and delinquency notices, • Post late fees for student late payments, • Process accounting holds (placing students on academic hold for delinquent payments), • Coordinate accounting holds with IT department, • Monitor all past due payments and follow-up with current/previous students for collections via phone calls, text messages and emails, • Review, audit, and prepare delinquent accounts to submit to designated collection agencies before referring account to Corporate Office, • Process requests for living expenses, and credit balances, • Timely response and meetings for student questions and concerns, • Accounting financial clearance for externship students and graduates, • Process bank deposits, • Adhere to all State and Accrediting Agencies regulations, • Additional duties as assigned by the Accounting Manager and/or Campus Director OVERALL EDUCATION/QUALIFICATIONS/COMPETENCIES • A minimum of two years progressive administrative experience, • A minimum of one year accounting and/or collections experience, • Must have strong technical and analytical skills to successfully navigate numerous computer applications, internet research, and database management, • The ability to prioritize, multi-task, and meet deadlines through strong time management skills, • Must be able to work well under pressure while staying organized and can work flexible schedules as business needs dictate, • Ability to maintain the highly confidential nature of working with financial information, • Essential qualities: positive attitude, strong desire to help others, self-driven nature, confidence, and results-oriented, • Be able to effectively collaborate with other team members to meet daily, weekly, monthly, and quarterly campus objectives, • Other necessary character traits include being a team player and having the ability to communicate effectively both verbally and written,, • Always behave in a professional manner in way of appearance, demeanor, and attitude, • Consistently display the highest levels of integrity in all that is done PHYSICAL REQUIREMENTS/ WORKING CONDITIONS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions • Must be able to remain in a stationary position for prolonged periods of time, • Can independently move objects up to 25 lbs., • Sufficient hand, arm, and finger dexterity to operate a computer keyboard, other office machinery, and perform repetitive motions, • Must have sufficient hearing and speaking ability to communicate in person or on the phone/computer with others Culture of Care is our commitment to create a supportive environment in which every student can achieve their educational and career goals. Culture of Care encourages one-on-one relationships. Creating a culture that focuses on the student and their wellness. This includes understanding the student's complex lives. It is about creating a school where everyone feels welcomed by: Creating a sense of community in all interactions and communications with students • Identifying problem areas and offering assistance, • Coordinates Student Services assistance as necessary, • Opening up safe conversations for cooperative solutions I have read the above Job Description and understand its contents. I further understand that this Job Description is not intended and should not be construed as an exhaustive list of all the responsibilities, skills, efforts, or physical requirements/working conditions associated with my job. I may be required to perform additional tasks necessary to meet standards of quality. I understand that my employment with Smith Chason College is on an “at-will” basis. Requirements:

About the Team Our Finance team ensure we are accountable and on track to company strategies. Their responsibilities include forecasting, in-season management, and analysis across business units. From sales and margin to operations and expenses, our Finance team provides consistent, accurate information to cross-functional partners to support PetSmart's growth initiatives. About the Location Collaborative & Flexible Work Environment: We believe in fostering growth, teamwork and creativity in a dynamic workplace. This role is based at PetSmart’s Phoenix Home Office, where associates currently enjoy the benefits of in-person collaboration while having the flexibility to work remotely one day per week (a “flex workday” with leader approval), and an expected four days in the office. At PetSmart, you’ll be part of an engaging and supportive environment designed to help you and our teams thrive. About the Job Overview We are seeking an accomplished Director of Financial Reporting, Subsidiary Accounting, and Valuations to join our team. This high-impact role provides direct exposure to executive leadership, partnering with leaders across multiple areas of the business to develop and/or review complex financial models, primarily for those used within valuations. The position will also oversee external financial reporting, accounting for a variety of wholly-owned subsidiaries, technical accounting research, and apply proven knowledge of valuation methodologies, income tax concepts, US GAAP, and IFRS to financial reporting and valuation modeling. This is a leadership role requiring a CPA with advanced technical expertise, management experience, and the ability to collaborate with multiple teams. Key Responsibilities Financial Reporting • Direct the preparation and review of consolidated financial statements, management reports, and subsidiary reporting packages., • Ensure compliance with US GAAP and/or IFRS for all external reporting requirements., • Collaborate with FP&A, Tax, and Operations teams to deliver timely and accurate reporting to senior leadership., • Partner directly with leadership to design and develop complex financial models for valuations., • Coordinate with external valuation specialists to ensure accuracy and compliance with accounting standards., • Review valuation reports, challenge assumptions, and coordinate with internal business partners to ensure completeness and accuracy of inputs and assumptions used in valuations., • Lead technical accounting research and prepare well-documented position papers for executive review., • Interpret and implement new accounting standards across subsidiaries., • Ensure accounting conclusions and reporting comply with US GAAP and/or IFRS., • Direct accounting and reporting processes for multiple subsidiaries., • Oversee the preparation of financial statements under US GAAP or IFRS for subsidiaries with separate reporting requirements., • Lead, mentor, and develop a team of accounting professionals, fostering a culture of excellence, accountability, and growth., • Drive cross-functional collaboration across accounting, tax, FP&A, and operations., • CPA required., • Bachelor’s degree in accounting; Master’s degree preferred., • 10+ years of progressive accounting experience, including management responsibilities., • Demonstrated working knowledge of valuations, income tax concepts, and financial reporting., • Deep knowledge of US GAAP; working knowledge of IFRS preferred., • Proven track record managing accounting and reporting., • Exceptional analytical and communication skills., • Strategic thinker who balances detail orientation with big-picture vision., • Confident and collaborative leader who builds credibility with executives and cross-functional teams., • Proactive problem-solver with excellent judgment in applying complex accounting and valuation concepts. At PetSmart, we work hard to create a culture where ___ and we celebrate the unique stories, backgrounds, and experiences our associates share. These experiences not only bring new perspectives in shaping our Belonging culture but they’re core to PetSmart’s success. Not sure if you meet 100% of the position requirements and whether you should apply? We’d still like to hear from you and encourage you to apply with us! You just may be the ideal candidate for this role, and if not this one, perhaps another position. Our home office offers outstanding amenities in a fun and rewarding workplace including: • Pet friendly environment, bring your pets to work!, • On-site Dog Park, • “Top Dog” gym with equipment, fitness classes, massage therapists and personal trainers, • “Sit & Stay” Café serving fresh breakfast and lunch options, • On-site coffee bar, • “Lil’ Paws” learning center and onsite daycare facility (associate paid), • Volunteer events with PetSmart Charities, • Learn more about #LifeAtPetSmart here: ___, • Check out Associate stories and share in some celebrations at PetSmart: ___, • Explore PetSmart Benefits here: ___

Job Description Join a team that is revolutionizing the world of financial services by becoming an Inside Sales Benefits Advisor. Are you ready to make an impact by helping clients secure their futures while growing your own career? Our company is dedicated to crafting brighter futures for businesses and families across the US, and we need passionate individuals to join our team. As Benefits Advisor, you will be at the heart of helping clients make informed decisions that positively impact their lives. Role Summary: * Initiate and build strong relationships with potential clients through insightful and engaging conversations. * Provide tailored financial solutions, showcasing the benefits to client needs. * Keep abreast of industry trends and adapt strategies to meet the ever-changing financial landscape. * Develop and nurture a reliable clientele network, ensuring ongoing support and trust. Why Join Us? * Dynamic Work Environment: Collaborate with ambitious team members who value a high-energy and respectful atmosphere. * Career Growth: Embrace opportunities for continuous learning and development in a supportive setting. * Flexibility and Rewards: Enjoy the benefits of a role with flexible hours and vast earning potential. Are you a motivated, excellent communicator with a knack for relationship-building? A passion for financial services and the drive to make a difference are key attributes for success in this role. We're searching for individuals who are eager to develop their careers, maintain a positive attitude, and engage proactively with clients. Imagine yourself guiding clients to success while growing alongside a company that values your efforts! How to Apply: Seize this opportunity to step into a promising career path. Apply now and embark on a rewarding journey with us! This isn't just a job; it's a chance to make an impact and create possibility. • This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.

Finance Assistant / Remote] - Anywhere in U.Up to $27 per hour / Medical, dental & vision / 401k / PTO - As a Financial Aid Advisor at Strategic Education, Inc.Be responsible for providing best-in-class financing and financial aid support to learners before, during, and after their program enrollmen

Job Description Financial services professional: Consider a career where you run your own business. Are you looking for a new career where you can help others while maintaining the flexibility to enjoy your own life? If you have an entrepreneurial spirit and a strong desire to help others, a career as a financial professional will let you use your talents every day. As a financial professional, you’ll start your own business helping individuals, business executives and their employees to build, protect, and advance their financial well-being. You’ll join our team but control how you work and run your business. Our team will help you launch your business through professional support and personalized development. You’ll start with a base salary, expense allowance, and the ability to earn sales-based compensation. Over time you’ll transition to an independent contracted financial professional, supported by the Principal® Financial Network. We’ll support you every step of the way. • Resources to develop your business plan, • Local market development plus access to national market opportunities, • Open architecture and the independence to build your business, • Digital marketing platforms, • Competitive benefits & competitive compensation, • Cutting-edge technology, • Relationships within your community, • The drive to build your own business, • A desire to help others achieve success, • Bachelor’s degree preferred or 5 years of related full-time work experience such as sales, sales management, leadership, education or coaching, financial services, or military service, • Life and health insurance license Principal Financial Network is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group®. We help individuals, businesses, and their employees build, protect, and advance their financial well-being. Principal Financial Group® (Nasdaq: PFG) is a global financial company passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we're helping more customers plan, protect, invest, and retire, while working to support the communities where we do business, and build a diverse, inclusive workforce. To learn more about us, please review our company profile. *License and registrations must be obtained prior to start date Contracting with the Principal Financial Group is contingent upon completion of a thorough criminal, credit check and licensing if applicable. This position is subject to SEC restrictions on personal political contributions. Principal® is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion or religious creed, sex, gender, gender identity, gender expression, pregnancy, national origin, ancestry, citizenship status, mental or physical disability, medical condition, genetic information or characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, or any other characteristic protected by law. We also prohibit harassment on these bases. Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC . Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392. CD1745 | 3604976-062024 | ©2024 Principal Financial Services, Inc.

Job DescriptionAbout This Role Our Investment Advisory firm (RIA) is internally driven to help individuals and families find peace and purpose for their money. We have a track record of exceeding client expectations and fostering relationships within our local communities. We are expanding our Advisory team in Traverse City and looking for Financial Advisors to be a part of our continued growth. Our Financial Advisors are valued partners who build relationships with families to help them achieve their long-term financial goals: retirement, building wealth, estate and tax planning, income strategies, and more. As a Financial Advisor, you'll be supported by our industry leading client services, marketing, and events teams. Our advisors educate over 400 households annually. Our educational and consultative approach allows our Advisors to focus on their advisory strengths while building strong relationships with our clients and our community. Our financial advisors do ZERO COLDCALLING or solicitation of friends and family. All leads and prospects are generated by the firm for the advisors. Opportunities include: • Growth including uncapped earning potential and professional development opportunities, • Impact in the lives of your clients through comprehensive financial planning, • Support of our industry leading marketing, events, and client services teams, • Income potential directly correlated to your effort, ambition, and drive to help clients, • Seek out and build a client base through educational seminars and workshops, referrals, etc., • Onboard new clients through a thorough a fact-finding and needs analysis journey, getting to know their goals, priorities, and financial objectives as priority, • Develop and present unique and comprehensive wealth management strategies and income plans, • Review and monitor client's plans yearly, biannually and quarterly to make sure clients stay on track to meet goals and objectives, • Adhere to compliance policies and procedures, • 3-5 years of experience in financial services, • NASAA registration with a Series 65 or equivalent, • Michigan Life License CORE VALUES • Open, honest, positive, ethical, • Proud and loyal, • Client first, • Work works; get it done. Salary Expectations – $150,000 – $500,000+

Job Description ENTRY-LEVEL OPPORTUNITY – CAREER TRACK TO FINANCIAL ADVISOR We’re seeking motivated, coachable individuals ready to launch a professional career — no prior experience in insurance or finance required. This is a structured opportunity to grow into a full-service financial advisor, starting with life insurance and expanding into financial planning and investment solutions. You’ll receive hands-on training, mentorship, and access to tools that set you up for long-term success. If you're driven to learn, help others, and build a future in financial services, this role offers a strong foundation with a clear path forward. This is more than a job — it’s a professional launchpad with real growth potential. This position requires occasional in-office presence. Candidates must be local to Phoenix, AZ. Compensation: $50,000 – $90,000+ Performance-based Responsibilities: What You’ll Do: • Learn how to connect with individuals and families—and make a real impact, • Lead meaningful conversations to uncover financial goals and needs, • Help clients secure personalized life insurance and protection plans, • Get step-by-step training in prospecting, client communication, and closing, • Start your journey toward becoming a licensed advisor—with full support, • No experience? No problem — we’ll walk with you through it., • You’re motivated, ambitious, and ready to grow, • You care about helping others and making a difference, • You want freedom, flexibility, and a career with purpose, • You’re excited to earn while you learn and build something meaningful Compensation & Perks: • Sponsorship for life insurance licensing and securities exams, • Commission-based compensation (upside on earnings), • Team bonuses, contests, and incentive trips, • Health, dental, and retirement benefits are available, • Hybrid or remote options are available, • Strong mentorship and career support Your Career Roadmap: We’ve helped countless new agents go from zero to full-service financial advisors. Here’s how it works: • Start with Licensing – We’ll guide and sponsor your Life Insurance license, • Learn the Basics – Training on prospecting, sales, and client conversations, • Financial Education – Prep and support to pursue Series 6, 63, 65, or 7/66, • Advisory Certification – Transition into a fully registered financial advisor, • Grow Your Impact – Build a team, coach others, and become a leader APPLY TODAY. No experience? No problem. Let’s build something big — together. Submit your resume today to explore the opportunity to grow with a team that’s invested in you, not just your sales. About Company We are a growing, people-first agency built on education, trust, and legacy. What sets us apart? A culture built on gratitude, communication, and transparency. We don’t believe in empty buzzwords or top-down hierarchies. We believe in rolling up our sleeves, earning trust, and building careers that matter.