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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

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

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 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.

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 2730 S Val Vista Dr, Bldg 3 Suite 114, Gilbert, AZ This job posting is anticipated to remain open for 30 days, from 29-Sep-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: • Training which may include mentoring, job shadowing, coaching and branch office visits, • A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... • A culture of continuous improvement and professional development, • Full-time Associates receive the following benefits:, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $29.08 Hiring Maximum: $30.90 Skills/Requirements Skills: • Ability to learn and apply legal and regulatory requirements related to selling financial solutions, • Work independently with strong problem solving, critical thinking, and sound judgement, • A resilient, creative and progressive mindset, • Motivated to achieve results as an individual and team, • Deepening relationships with existing clients, • Gather information and collect suitability information to open new accounts, • Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation, • Execute Financial Advisor solicited buy/sell orders and confirm with clients, • Answer general client questions regarding Edward Jones Stock recommendations and withdrawals, • Actively business plan and work as a team to continuously evaluate and execute branch strategies, • Building meaningful connections and long-lasting relationships with clients, • Managing multiple projects in a dynamic and highly collaborative organization, • Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate, • High School Diploma/Equivalent required; Bachelor's degree preferred, • 3-5 years of relevant experience in securities/financial services industry preferred, • Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period Complete required CE training to ensure license(s) are 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.

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Oct-2025. The posting may close early due to the volume of applicants. What You'll Do: This role will report into the Senior Director of Compensation and will serve as the primary point of contact for the CST business segment, providing strategic partnership and consultation to senior level business leaders and Business Human Capital Partners. This roles scope is CST focused, requiring support of 23,000 CST associates and significant commercial awareness given support for field facing roles; outcomes from this role will have a direct impact on firm success. Under limited supervision, the Senior Manager, CST Compensation will lead CST compensation initiatives, working to identify needs, developing solutions, and ensuring successful end-to-end implementation of related projects. The role will partner across compensation to lead and/or facilitate various bodies of work, influencing stakeholders and partners alike. • Leads the Compensation Refresh for CST roles in support of the 2030 ambition, which includes base salary and short-term incentives, • Conducts analysis and prepares recommendations regarding the development and implementation of CST compensation programs and practices, • Acts as thought leader in the design and execution of CST short-term incentives, ensuring alignment with firm strategy and goals., • Conducts annual pay benchmark studies to evaluate the competitiveness of pay levels and programs, • Functions as an advisor and subject matter expert for leveling CST jobs at the firm, • Works closely with Talent Acquisition, Business Partners and Talent Development on matters relating to leveling and pay of for CST roles, • Builds strong relationship with Associate Relations, Legal, Finance, and HRBPs partners to ensure recommendations represent a cross-functional view and lens, • Partner with CST and HO Experience teams on recognition opportunities, • Assists in developing communications and training to improve overall understanding of compensation programs, • Provides guidance and mentorship to other Compensation Team members to ensure consistency of service to our business units Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $117000 Hiring Maximum: $199300 Skills/Requirements What Experience You'll Need: • Bachelor's degree, • 12+ years' experience in Compensation, preferably in the Financial Services industry, including:, • Significant experience in compensation design for field facing roles, • Advanced understanding of compensation philosophy, and practices, • Comprehensive understanding of other HR functional areas, • Advanced Excel and analytical skills; ability to work with large amounts of confidential data, • Subject Matter Expert (SME) in compensation theory, design, and practice., • Independent decision making and judgement, • High degree of independence and autonomy, • Ability to operate independently with limited supervision, • Persuade and influence all levels of business stakeholders and partners, • Implement simple and complex firmwide and HC strategies across groups within Home Office and/or CST, • Certified Compensation Professional (CCP) Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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-HO

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 06-Oct-2025. The posting may close early due to the volume of applicants. Description: Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former financial advisors (FAs) are unable to meet that obligation. The position requires flexibility, reliability and traveling full time to work in open offices. Desired candidates possess 2 or more years of experience as an Edward Jones financial advisor and are available to travel 100% with home visits scheduled every other weekend. Associates are responsible for managing travel expenses and submitting for reimbursement. Professional designations are strongly preferred. Key responsibilities: • Preserve and restore client relationships when a former FA is unable to meet those obligations., • Provide excellent client service and suitable investment advice during the transition period., • Provide initial contact and ongoing guidance and service to the clients., • Research and resolve any service issues or unfinished tasks., • Work in partnership with the boa to ensure a high level of customer service., • Keep the department apprised of any Compliance / Field Service concerns Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $61600 Hiring Maximum: $101600 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements • Series 7 and 66 licenses and insurance licenses required: life, health and variable annuity, • Insurance licenses required: life, health and variable annuity, • 100% travel, • 2+ years of experience as an Edward Jones financial advisor, • Extensive flexibility, reliability and strong decision-making skills, • Strong communication and organizational skills, • Strong telephone and customer service skills, • Bachelor's degree in a business-related field is preferred, • Professional designations are preferred 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-HO

Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Oct-2025. The posting may close early due to the volume of applicants. Team Overview: As a Sr. Security Engineer specializing in Policy Based Access Control (PBAC), you will report to the Department Lead while working independently across a portfolio of teams. Your role is to help colleagues overcome complex engineering challenges related to access control policies. You will ensure that all platforms meet customer requirements and adhere to the Firm's standards, focusing on performance, stability, and security. Your deep understanding of PBAC will be crucial in designing and managing platforms that protect against cyber threats. You will engage in leading-edge technology initiatives, including the adoption of emerging PBAC technologies and methodologies. While primarily hands-on, you will mentor senior engineers in PBAC, enhancing their skills to mentor others effectively What You'll Do: • Implement effective PBAC solutions to combat advanced threats, ensuring integration, stability, and cost-effectiveness., • Serve as a subject matter expert for PBAC tools and technologies, including identity governance and privileged access management., • Lead the solution design lifecycle for PBAC applications, ensuring alignment with architectural standards and best practices., • Provide design thinking and oversight for PBAC solutions, contributing to the overall technology stack direction., • Maintain awareness of new PBAC technologies and lead enhancements to technical solutions and processes., • Implement frameworks for change management and performance monitoring specific to PBAC., • Lead technology incidents related to PBAC, performing root cause analysis and identifying solutions., • Communicate effectively with peers and leaders about PBAC progress, challenges, and risks., • Establish relationships across departments and vendors to support PBAC initiatives., • Mentor team members and represent the Firm in PBAC-focused industry forums. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $99200 Hiring Maximum: $168900 Skills/Requirements What Experience You'll Need: • Degree in Cyber Security, Computer Science, or related field preferred; or equivalent training and certifications., • Expertise in PBAC, including software, infrastructure, and security engineering at an enterprise level., • Experience with modern PBAC technologies (e.g. PlainId, Ping)., • Experience with core enterprise technology platforms and PBAC components., • Advanced experience with coding/scripting languages relevant to PBAC., • Expertise in designing scalable, secure PBAC solutions in cloud environments., • Technology Implementations, • Enterprise Architecture Design, • System Testing, • Performance Monitoring, • Issue Escalation, Root Cause Analysis, Issue Resolution, • Change Management, • Programming / Scripting, • Customer Support, • Agile Methodologies 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-HO

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 30-Sep-2025. The posting may close early due to the volume of applicants. Team Overview: Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations™. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We're creating all-new market locations to help us better reach our clients and we'd love to have you join us here. The Edward Jones Generations™ team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs. What You Will Do: • Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact High Net Worth estate/legacy planning and proposed client strategies. Support the implementation of estate planning strategies and recommendations., • Communicate at an appropriate technical level with financial advisors, High Net Worth team, and clients to gain understanding of client's needs, aid in documenting client goals, articulate estate planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors., • Serve as a conduit to a third-party estate planning and legal advice service providers to implement estate planning strategies for clients. Setting expectations with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables. Connect client's financial plan to their estate and legacy goals. Clearly articulate services to be rendered to 3rd party service providers. Need to ensure that 3rd party advice aligns to EDJ advice and guidance., • Facilitate the timely delivery and execution of estate planning advice between the third-party service provider and High Net Worth team., • Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services., • Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies., • Help shape and inform High Net Worth client facing advice and guidance related to complex estate planning as well as provide input on future products and services needed to meet client needs. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $140400 Hiring Maximum: $239100 Skills/Requirements What Could Set You Apart: • Deep Subject Matter expertise in complex estate planning for High-Net-Worth clients, • Strong presentation and communication skills, • Personal initiative and ability to collaborate and build relationships, • Ability to lead small groups and present findings in a clear and concise manner, • Ability to lead a client meeting with multiple professionals 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-HO

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 06-Oct-2025. The posting may close early due to the volume of applicants. The Senior Segmentation Strategist within the Advisor Segmentation team is responsible for leading the development, adoption, and delivery of strategic playbooks that drive segmentation strategies across the branch network. Reporting to the Advisor Segment Leader for each advisor segment team, this role focuses on owning the strategic direction for their assigned segment, including defining needs, behaviors, and value, and driving alignment across matrixed teams to deliver impactful interventions. This role provides business and thought leadership to accelerate progress on firm outcomes and improve the effectiveness and impact of the FA Segmentation function. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $84100 Hiring Maximum: $143100 Skills/Requirements • 3-5 years of expertise in segmentation modeling and data-driven decision-making, • Familiarity with financial services industry standards, regulations, and practices., • Advanced knowledge of segmentation frameworks, criteria design, and implementation., • Experience developing and deploying strategic playbooks., • Bachelor's Degree, • Series 7 and Series 66 preferred. 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-HO

You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 07-Oct-2025. The posting may close early due to the volume of applicants. The Position: The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role. We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally. Key Responsibilities: • Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team, • Work daily to re-engage clients with our firm and to serve clients who are already engaged, • Provide excellent client service and tailored client solutions to meet the clients' needs, • Provide initial contact and ongoing guidance and service to the clients, • Research and resolve any service issues or unfinished tasks, • Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service, • Keep the department apprised of any Compliance/Field Supervision concerns At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. ___ to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Hiring Minimum: $61600 Hiring Maximum: $101600 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements *Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply. • Insurance license may be required in the future (life, health and variable annuity), • Experience as an Edward Jones Financial Advisor highly preferred, • Bachelor's degree in a business-related field is preferred, • Ability to understand information about various securities as well as functions of the business is critical. Must be able to understand and communicate research opinions and information on companies and investments; discuss current market conditions, industry trends and financial topics in the headlines., • Extensive flexibility, reliability and sound decision making skills, • Proven communication and organizational skills, • Exceptional telephone and customer-service skills, • Strong computer skills with the ability to learn and apply technical information, • Candidates bilingual in Spanish is a plus, • H.B.A. associates would have their home office audited annually 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.

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Oct-2025. The posting may close early due to the volume of applicants. Overview: Opportunity for highly motivated individual to assist our branch offices in understanding the concepts behind how they are compensated through incoming calls and written requests from branch associates. These contacts cover a wide variety of topics including explaining and troubleshooting Commissions, Profitability, Bonus, Payroll, and Expenses. What You Will Do: • Responsible as a phone service representative, spending a great deal of time answering phone calls, • Answer incoming requests related to branch expenses to include Financial Advisor compensation, • Working independently with branch associates to solve problems, • Work in partnership with team members to provide support as needed, • Provide branch associates with information, friendly support and reliable solutions, • Respond to branch associates while meeting call- quality and efficiency expectations., • Understand industry laws and regulations, • Participate in monthly department meetings and periodic training session, • Exhibits mastery of knowledge of all topics supported by the department to research questions which are detailed and complex., • May represent department in projects and stakeholder roles and works collaboratively with other areas., • Assists leader in managing workflow and can act in a leadership capacity in the absence of a leader, • Acts as a mentor/coach through assist line, escalations and/or department training as needed Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $46600 Hiring Maximum: $76800 Skills/Requirements Requirements: • Strong verbal and written communication skills, • Excellent Problem-solving skills, • Prior Customer Service experience preferred (3-5 years), • Technical aptitude preferred, • Bachelor's degree in business or related field preferred (or equivalent experience), • Organizational skill and time management skills, • Workflow management skills, • Coaching skills Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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-HO

Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Oct-2025. The posting may close early due to the volume of applicants. Team Overview: As the Cyber Security Team Leader for Exposure Management: Vulnerability Solutioning and Remediation, you are a key member of the Information Security Leadership Team. You will work closely with other leaders to make key decisions in protecting the firm from advanced cyber-attacks. The Vulnerability Solutioning and Remediation Leader will be responsible for managing and executing on defined strategic initiatives in support and alignment of the overall security strategy. This will include communicating clear goals, objectives, and key results to a team of individual contributors and helping them achieve success in meeting defined and measurable objectives. The Vulnerability Solutioning and Remediation Leader is also responsible for identifying, escalating, and remediating cyber risks; working with the Department Leader to suggest improvements to processes and procedures and execute as agreed upon; managing new and emerging threats; providing support to audits, regulatory exams, and compliance requests; and creating a supportive and productive environment for Associates. What You'll Do: • Execute on defined initiatives that align to the overall security strategy with the focus of protecting the Firm from advanced and sophisticated cyber attacks., • Accountable for a system of detailed exposure reports and partner with stakeholders to ensure that technology owners are aware of any vulnerabilities/findings in their domain and work with them to track and manage remediation within the defined service level agreements (SLAs)., • Accountable for the communication of reporting to stakeholders., • Identify potential risks and work together with Department Leaders to set and execute on strategies to remediate, manage, and escalate risks according to Firm policy., • Work in partnership with other Team Leaders and Department Leaders to translate the overall security strategy into team-level initiatives that are clearly defined and measured through comprehensive Objectives and Key Results that Associates are measured against., • Identify, hire, and retain top talent by providing leadership, development, and mentoring to Individual Contributors through examples and timely feedback., • Track against a set of KPIs and KRIs that measure the effectiveness of the program and how it operates. Ensure risks are identified and operational processes are adjusted accordingly based on these metrics., • Establish and maintain effective communications and relationships across key departments, business areas, and vendors., • Accountable for understanding and making prudent decisions related to financials and budgetary considerations for all resources and vendor engagements associated with the organization., • Represent the Firm as a leader across the financial service's information security community through industry forums, working groups, and conference presentations. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $117000 Hiring Maximum: $199300 Skills/Requirements What Experience You'll Need: • 5+ years relevant cyber security experience in progressive roles, • 7+ years experience including prior leadership experience preferred, • Bachelor's Degree Preferred, • Experience in leading a team of individual contributors is preferred, but not required., • Demonstratable leadership skills in three of the following areas: tracking execution of strategic initiatives against clearly defined metrics, basic budget management, resource management, vendor relationship management, talent development and coaching, and strong employee engagement., • Knowledge of the cyber security landscape including how threat actors operate, core security technologies and functions, and cyber risk/control/maturity frameworks., • Demonstrated expertise in the role's specific security sub-domain(s) including the associated technology stack, industry best practices, related frameworks, and governance expectations., • Strong written and verbal communications skills with the ability to effectively speak about complex technical or security topics to a non-technical audience. Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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-HO

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Oct-2025. The posting may close early due to the volume of applicants. Senior Manager -Programmatic is responsible for leading the activation, management, and measurement of Brand and Performance Programmatic media channels that drive acquisition, expansion, and retention of millions of prospects and clients across the US. The Programmatic Trader supports personalized, omnichannel plans and uses data from various sources to optimize performance, maximizing in-market results and driving firm revenue. Through management of full funnel, omnichannel campaigns, they'll oversee an annual media budget of $15M-$20M. What you'll do... Performance Marketing: The Performance Marketing team exists to reinvent how Edward Jones brings new clients into the firm and connects them with the right financial advisor and branch team. Our mission includes: • Attract highly qualified investors to our branches by building brand familiarity and consideration nationally and engaging prospective clients locally and developing increasingly targeted approaches to media and advertising. Responsibility Summary: • Be an expert in the programmatic and digital display ecosystem understanding the taxonomy of digital media landscape and its components, • Holistic understanding of digital, deeper understanding of optimization strategy, • Responsible for the development and execution of successful programmatic strategies that span across national, local and branch level campaigns., • Provide input and guidance around campaign design and innovation, • Oversee the targeting and media strategy of Edward jones accounts ensuring the delivery of all campaigns in full and on time, while meeting or exceeding performance benchmarks and internal financial goals., • Collaborate with Paid media, Journey Orchestration, Content and Agencies to deliver the ideal performance solution for Edward Jones., • Collaborate with Product and Data Modeling teams to develop solutions that will enhance our operational efficiency and improve media performance, • Communicate specific inventory needs to the agency to develop publisher partnerships and increase unique reach., • Collaborate during media planning to ensure a strategy is in place to develop the ideal programmatic performance to compliment the overall media mix., • Manage media agencies, technology partners and performance marketing team members., • Test and Learn new programmatic strategies, while minimizing impact on performance, • Partner with other marketing channel, content and experience teams to deliver on marketing objectives. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $99200 Hiring Maximum: $168900 Skills/Requirements What you'll need... • Experience managing programmatic media budgets over $15M in DSP or Agency Ad Operations, • Digital native with a bias towards data-driven action., • 10-12 years experience in marketing, with at least 4 years in a performance marketing/programmatic media or digital optimization role., • Deep knowledge of current programmatic media buying, industry terms, players, history and technology., • Demonstrated experience using relevant tools (TradeDesk, DV360) and web analytics tools (e.g. Google Analytics and GTM), • Previous experience supporting search in a multi-location business model (retail, franchise, etc.), • Previous experience utilizing MMM or MTA models to measure offline conversions., • Proven ability to think creatively about complex analytic problems, • Knowledge of online ad delivery, with specific experience in the targeting and optimization of programmatic display campaigns, • Creative self-starter, with the proven ability to handle multiple high profile projects while consistently meeting objectives in a dynamic environment, • Major or minor in quantitative discipline (Mathematics, economics, statistics) preferred, not required. Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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-HO

You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 02-Oct-2025. The posting may close early due to the volume of applicants. The Position: The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role. We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally. Key Responsibilities: • Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team, • Work daily to re-engage clients with our firm and to serve clients who are already engaged, • Provide excellent client service and tailored client solutions to meet the clients' needs, • Provide initial contact and ongoing guidance and service to the clients, • Research and resolve any service issues or unfinished tasks, • Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service, • Keep the department apprised of any Compliance/Field Supervision concerns Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $72700 Hiring Maximum: $119800 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements *Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply. • Insurance license may be required in the future (life, health and variable annuity), • 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred., • Bachelor's degree in a business-related field is strongly preferred, • Ability to seek, receive and implement feedback., • Strong critical thinking skills are necessary., • Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building., • Extensive flexibility, reliability and sound decision making skills, • Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills., • Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus., • H.B.A. associates would have their home office audited annually Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. 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-HO

Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 06-Oct-2025. The posting may close early due to the volume of applicants. Overview: The Senior Security Architect is responsible for ensuring that the security requirements necessary to protect the Firm's business systems and processes are adequately considered and addressed across their portfolio. The Senior Security Architect will have a broad understanding of Edward Jones's enterprise technology systems as well as a deep understanding of their technology portfolio and of the cyber threat landscape. They will be responsible for using threat modeling techniques combined with security patterns and security requirements to ensure any systems or processes implemented are resilient to cyber attacks. During the course of operations, the Senior Security Architect will be responsible for identifying and escalating potential security risks to their leader and to work to identify and implement remediation solutions. It is expected that the Senior Security Architect will collaborate with associates within Security and across Digital. The Senior Security Architect will work with minimal guidance and oversight to deliver on assigned work and are accountable for complex problem solving and authoritative decision making within provided guidelines. The Senior security architect will provide mentorship to Security Architects. What You'll Do: • Architect, design and support delivery of enterprise solutions that prioritize security while also considering resiliency, maintainability, ease of integration and cost-effectiveness, • Guide and mentor teams on secure architecture and design, keeping operational readiness, scalability and resiliency in mind, • Drive and ensure adoption of security architectural patterns, design policies, code quality and performance across initiatives, • Drive innovation and R&D initiatives to solve complex business problems and support changing technical landscape in a secure manner, • Conduct regular reviews and assessments to ensure the solution meets security standards and regulatory requirements, • Interface and communicate at peer and more senior levels of the organization, leading and driving decisions through influence and consensus building, • Collaborate with stakeholders to understand business requirements, assess business processes, and develop comprehensive and secure technical solutions for complex environments, • Continue to maintain knowledge of new and emerging cyber threats including tactics, techniques, and procedures, • Identify and escalate potential security risks to leadership and work with leadership to design and implement the appropriate remediations, • Work with the exposure management team to ensure prioritized remediation of vulnerabilities, misconfigurations, and other security control gaps within the assigned portfolio Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $140400 Hiring Maximum: $239100 Skills/Requirements What Experience You'll Need: • 8+ years relevant cyber security experience in progressive roles; 11+ preferred, • Degree in Cyber Security, Computer Science, Computer Engineering, Information Systems or related field, • Completed a number of advanced training and certifications (SANS SEC699, SANS SEC598, SANS LDR553, SANS FOR608, SANS SEC599, Cloud, etc), • Experience with core enterprise technology platforms including: security tools, infrastructure, software, data, cloud and cloud native platforms, microservices, API management, event streaming, CI/CD pipelines, • Experience with core enterprise best practices, including: security risk management, architecture diagrams and documentation, digital transformation, change management, crisis management, business continuity, disaster recovery, and observability, • Demonstrated competency in supporting existing software or hardware environments, project leadership, designing technical solutions, large implementations to production environments, multi-national systems, process design, team building, mid and long range planning, • Demonstrated competency with reading and generating architectural diagrams, • Demonstrated competency in architecting software security standards and implementation requirements, • Deep and extensive understanding of current security threats and vulnerabilities, • Deep and extensive understanding of how threat actors execute common attack paths at the tactics, techniques and procedures level, • Demonstrated competency with secure system design and domain risk modelling, • Experience managing regulatory requirements and common frameworks used by security within the Financial Industry Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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-HO

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 06-Oct-2025. The posting may close early due to the volume of applicants. The Sr. Strategist MM/Segment CMEO will be a core member of the functional team supporting MM/Segment deliverables, designing and prioritizing marketing/branding/experience campaigns in service to driving outcomes against U.S. Division/market/segment goals. These senior individual contributors will serve as the EBM associates accountable to segment/market/division leader for delivering all aligned-upon EBM segment outcomes, leveraging all functions within EBM. This senior individual contributor will deliver end-to-end EBM strategies and deliver on go-to market strategies and differentiated client/branch experiences that achieve strong business ROI and contribute incremental results towards market/segment goals. The Sr. Strategist will lead matrix teams across EBM to deliver against multiple market/segment goals at any one time. What you'll do... • Accountable for supporting the CMEO in building and delivering EBM's strategic plan in alignment with segment/market strategic objectives. Solely responsible and accountable for multiple market/segment objectives., • Leveraging insights from design, behavioral science, and analytics develop and prioritize marketing and branding campaigns to achieve market/segment outcomes., • Partner with U.S. Division and Market Leaders to identify opportunities and constraints that can be solved through marketing, brand, and experience treatments, • Lead matrix teams across EBM to execute marketing and branding plans and partner with EBM leaders and associates to ensure seamless execution of strategies across all EBM capabilities., • Build strong relationships with segment/market/division leaders to align on objectives and deliverables., • Responsible for delivering differentiated client and branch experiences that drive measurable business outcomes., • Collaborate with EBM Analytics to measure the effectiveness of marketing and client experience initiatives. Use insights to optimize strategies and improve ROI for market/segment campaigns, • Advocate for client and advisor-centric solutions, ensuring impactful outcomes in key moments that matter., • Responsible for identifying market trends, competitor activities, and emerging technologies. Apply insights to enhance EBM strategies and plans for assigned segments/markets., • Contribute to a culture of accountability, flexibility, and cross-functional fluency within the EBM matrix., • Support the CMEO in coaching and developing EBM talent to deliver outcomes effectively. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $117000 Hiring Maximum: $199300 Skills/Requirements What you'll need... • BA/BS required; MBA preferred or analytical advanced degree preferred., • 10+ years of experience in leading marketing, experience or customer strategy roles, ideally within the financial services industry, • Demonstrated experience developing strategies and business plans across all aspects of marketing and experience, with the requisite results to prove it, • Ability to apply modern marketing techniques across segments, across channels, journey-based, digital and non-digital, • Strong business acumen and proven experience managing budgets to develop and manage successful large scale campaigns and cross-functional initiatives Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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-HO

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 DescriptionSalary: Reports To: Department Manager, Public Works Summary: Were looking for a sharp, solutions-driven, experienced, and dynamic Director of Transportation to lead operational excellence across our transportation practice in Arizona. This is a high-impact leadership role responsible for personally managing key projects, driving business development, deepening client relationships, ensuring financial performance, and promoting a culture of collaboration and accountability across teams. This is not a role for someone who waits to be told what to do. We're looking for someone who sees problems as puzzles, not roadblocks, and who thrives in fast-paced, dynamic environments where not everything is perfectly resourced, but understands the work still needs to get done. This role requires a hands-on leader who steps in to provide direct support, mobilize resources, and drive solutions when challenges arise. Core Responsibilities • Project & Operational Leadership, • Serve as the Project Director or Manager on a concentrated portfolio of larger, strategic transportation projects,ensuring efficiency, quality, and profitability from conception to completion., • Direct and manage public agency clients and project teams., • Monitor project performance metrics, drive accountability, and ensure timely delivery of work within scope and budget., • Collaborate with project managers to forecast staffing needs and allocate resources effectively., • Business Development & Growth, • Identify, pursue, and secure new business opportunities with public agency clients in partnership with Business Development., • Expand existing client accounts and maintain a strong market presence through active networking and industry involvement., • Client Retention & Relationship Management, • Build long-term relationships with key clients, ensuring satisfaction and repeat business., • Serve as a trusted advisor, understanding client needs and aligning our services to meet them effectively., • Be the touchpoint for clients, before, during, and after projects to ensure strong client satisfaction, repeat work, and lasting relationships., • Financial & Strategic Oversight, • Set and manage public works department budgets and performance targets., • Analyze financial reports and project data to identify trends, challenges, and opportunities for improvement., • Cross-Team Collaboration, • Work closely with leadership across teams to deliver integrated solutions., • Foster a culture of problem-solving, mentorship, and high performance under pressure., • Bachelors degree in civil engineering or a related field, • Professional Engineer (PE) license preferred, • DOT experience is strongly preferred, • Minimum 15 years of progressive civil engineering experience with at least 5 years in a leadership or director-level role, • Proven experience successfully managing large-scale transportation projects for public agencies., • Proven ability to win work, retain clients, and lead teams through complex projects, • Ability to win work through proposals as well as interviews with agencies, • Strong financial acumen and operational oversight experience, • Skilled communicator with a track record of leading diverse teams and delivering results in a fast-paced environment, • A natural ability to anticipate needs, connect dots, and get ahead of challenges, • The confidence to lean in without waiting for perfect direction or full resources, • A "figure it out" mindset, youre scrappy, resourceful, and always looking for a way forward, • Required to stand, walk, and sit., • The position may require a visit to project sites occasionally., • The position requires a normal range of hearing., • The employee must be able to lift 40 lbs. occasionally., • Requires prolonged sitting with 15% of the time spent bending and reaching., • Must have manual dexterity sufficient to operate a computer keyboard and calculator., • Health, life, 401(k), dental and vision insurance, • Short-term, long-term disability insurance and leave, • Paid holidays, • Paid Time Off, • Bereavement leave

Job Description Job purpose Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA), Estate Planning, and Tax Services firm dedicated to providing clients with integrated and personalized financial strategies. Through Trajan Tax, we offer clients comprehensive planning that goes beyond investments to include proactive tax strategies designed to maximize efficiency and protect wealth. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service. The Tax CPA will play a key role in this mission by overseeing all of Trajan Wealth's internal tax reporting and leading the delivery of client-focused tax planning services. This is an exciting opportunity to shape and expand Trajan Tax Services as a core part of our holistic wealth management offering. This position would be working onsite at our Scottsdale corporate headquarters. Duties and responsibilities • Oversee all internal tax reporting for Trajan Wealth, ensuring accuracy, compliance, and timely filings., • Coordinate with leadership to forecast tax obligations, plan for liabilities, and ensure the firm is positioned for compliance and efficiency., • Monitor changes in tax law and regulations impacting Trajan Wealth's internal reporting, proactively updating processes and procedures., • Managing client engagements from start to finish which includes planning, executing, directing and completing tax projects, managing the budget, meeting deadlines and client expectations., • Identify and implement tax planning and consulting opportunities., • Prepare complex tax returns and prepare tax payments, as needed., • Maintain good working relationships with clients to enhance customer satisfaction and work., • Identify and assist with implementation of tax planning and tax savings strategies., • Research and consult on complex tax matters., • Research the implications of tax laws and advise clients on tax-related issues., • Demonstrates initiative, creativity, and imagination on approaching work., • Develops and maintains expertise in the taxation area, responsible to keep appropriate team members informed of changes and developments in the taxation area. Qualifications • Bachelors degree in Accounting or Finance or related field, • Licensed CPA, • 10+ year of progressive tax experience, • Ability to work independently and manage multiple assignments in a fast-paced environment, • Strong customer service focus, • Excellent verbal and written communication skills, • Strong organizational skills required; multi-tasker, • Strong analytical, research and critical thinking skills as well as decision-making skills Benefits • Competitive compensation - $160k to $185k base salary plus bonus, • Future career growth opportunity., • 401(k) with a matching contribution up to 13%., • United Healthcare PPO medical coverage for employees, paid by the company., • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options., • Generous holidays and PTO. Come and join a team that is making a difference in their clients and employee's lives!

Job Description About Us 1-800Accountant is the nation's largest virtual accounting services firm, dedicated to providing accessible and affordable tax and accounting solutions for small business owners across all 50 states. We are committed to empowering entrepreneurs by offering expert financial guidance and innovative technology. Our team culture values integrity, collaboration, and continuous innovation. The Opportunity We are seeking an exceptional Senior Sales Consultant with a proven history of exceeding aggressive sales targets. This is not an entry-level position; it's an opportunity for an experienced professional to leverage their expertise, mentor junior team members, and drive significant revenue growth. In this role, you will act as a strategic advisor to complex accounts, manage high-value leads, and play a critical part in our market expansion. This is a chance to build a legacy with a high-performing team and earn a substantial, uncapped income. What You'll Do Manage and close a high-value pipeline of qualified inbound leads and prospects. You will be responsible for navigating more complex deals and managing a robust sales cycle. Act as a strategic advisor, conducting in-depth needs assessments and presenting sophisticated accounting and tax solutions to high-potential clients. Mentor and provide guidance to less experienced sales representatives, contributing to the overall success and development of the team. Develop and execute advanced sales strategies to consistently meet and exceed aggressive individual and team KPIs. Expertly manage client relationships, providing an exceptional level of service that fosters long-term partnerships and referrals. Utilize and master our CRM system and other sales technology to analyze data, forecast sales, and optimize your performance. Who You Are A seasoned sales professional with a minimum of 5+ years of proven success in a sales role, with a verifiable track record of consistently meeting or exceeding aggressive quotas. A strategic thinker with the ability to navigate complex sales cycles and build long-lasting client relationships. A leader and mentor with a collaborative attitude who enjoys helping others succeed. Highly disciplined, self-motivated, and goal-oriented, with a relentless drive to achieve and surpass targets. Comfortable and adaptable with new technology, using it to gain a competitive edge and optimize your workflow. Compensation & Benefits: Compensation: Base Salary: A competitive base salary, commensurate with experience. Commission: Uncapped commission structure with a clear and transparent plan, providing significant upside potential for top performers. Expected On-Target Earnings (OTE): The average OTE for this role is between $80,000 and $120,000, with top performers exceeding this range. Benefits Health & Wellness: Comprehensive medical, dental, and vision insurance options are available starting the 1st of the month after 60 days of employment. Financial Wellness: 401(k) plan with a company match and a clear vesting schedule, available after 6 months of employment. Time Off: Generous paid time off, paid sick leave, bereavement leave, and paid company holidays. Additional Benefits: Company-paid basic life insurance, long-term disability, and a variety of optional benefits including pet insurance. Why Join Us? At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support—without the traditional high costs. Through innovative technology and personalized service, we’re redefining how accounting is done in the digital age. Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We’re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success. We value integrity, innovation, collaboration, and customer-centric service. If you're passionate about making a real impact, working with a forward-thinking team, and helping small businesses succeed, 1-800Accountant is the place for you. Diversity 1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful. #Sales1

Job Description A better way to deliver care starts here! Headquartered in Scottsdale, AZ, The Joint Chiropractic is revolutionizing access to care by delivering high-quality, affordable chiropractic services in a convenient retail setting. As the largest operator, manager, and franchisor of chiropractic clinics in the U.S., The Joint delivers more than 12 million patient visits annually across nearly 1,000 locations. Recognized by Forbes, Fortune, and Franchise Times, we are leading a movement to make wellness care more accessible to all. Position Summary We are seeking a highly experienced and strategic Vice President, Corporate Controller to lead our financial reporting, accounting operations, and internal control environment. This role is critical in ensuring compliance with regulatory standards, delivering accurate and timely reporting, and driving continuous improvement across the finance function. The ideal candidate will be a proven leader who thrives in a fast-paced, dynamic, and publicly traded company environment, while fostering a culture of integrity, accountability, and excellence. Key Responsibilities Financial Reporting • Lead preparation and submission of 10-K, 10-Q, and related SEC filings with accuracy and timeliness, • Oversee month-end and quarter-end close processes, • Direct A/P, A/R, Co-Op bookkeeping, payroll, tax, and equity administration functions, • Ensure accurate and timely payroll, tax compliance (income, sales/use, franchise), and equity reporting, • Design, maintain, and continuously improve the internal control framework, • Coordinate SOX testing and remediate control gaps, • Streamline accounting processes for speed, scalability, and accuracy, • Manage end-to-end external audit processes, • Prepare high-quality audit deliverables and technical memos, • Recruit, develop, and retain top accounting talent, • Foster a culture of inclusion, accountability, and growth, • Serve as a key advisor to the CFO and executive team on accounting and operational matters, • Provide technical accounting analysis for strategic projects (M&A, stock buybacks, revenue streams), • Bachelor’s degree in Accounting, Finance, or related field; CPA required, • 15+ years of progressive accounting/finance experience with at least 5 years in a senior leadership role at a public company, • Deep knowledge of GAAP, SEC reporting, SOX compliance, and internal controls, • Proven track record managing large-scale audits, payroll, equity, and tax compliance, • Strong systems/automation mindset with experience improving close cycles and reporting, • Exceptional leadership skills with the ability to build and inspire high-performing teams, • Salary: $200k - 225k DOE, • Medical, Dental, Vision, • 401k w/company match, • PTO Accrual, • Complimentary Joint MembershipThis role follows a hybrid schedule and will require an in-office presence at our Scottsdale, AZ headquarters at least three days per week (Tuesday-Thursday). What The Joint Chiropractic Offers At The Joint Chiropractic, we understand that our greatest asset is our people and the dedication they bring to our mission. Since our founding in 1999, we have expanded to nearly 1,000 clinics, thanks to the hard work and commitment of our employees. We are dedicated to investing in our team by offering a variety of valuable benefits that foster a healthy and fulfilling work environment. Work/Life Balance We prioritize work-life balance through shorter meeting times, hybrid schedule, and a supportive atmosphere, allowing you to manage your personal and professional commitments effectively. Engaging Company Culture Join us for exciting company-sponsored events like holiday parties, “Bring Your Kid to Work Day,” and fun contests. We foster a vibrant corporate environment where you can connect with colleagues and enjoy memorable experiences together. On-Site Amenities Take advantage of our beautiful on-site gym and fully stocked kitchen, designed to enhance your health and wellness throughout the workday. Career Development and Support We believe in nurturing your career through continuous coaching, training, and collaboration. Our transparent communication culture includes regular all-hands meetings, communication emails, and one-on-one check-ins to ensure everyone is aligned and supported. Employee Recognition We celebrate our team’s achievements through various recognition initiatives, ensuring that every employee feels valued for their hard work and contributions. A highlight is the “Action Hero Award” which is personally selected by our CEO, Sanjiv Razdan. Diversity, Equity & Inclusion At The Joint Chiropractic, we embrace diversity in all its forms and strive to create a culture where everyone feels welcome and supported. We believe in fostering an environment where every individual’s voice is heard and respected. Join us at The Joint Chiropractic, where your growth and well-being are our top priorities, and together, we can create a positive and inclusive workplace for all. #LI-Hybrid Powered by JazzHR 1juInQaxm0

Job DescriptionDescription: Are you interested in a career where customers, colleagues, and community service are the cornerstones of your work? Would you like to work with a company that celebrates victories both big and small and welcomes ideas from all levels of our team? If so, join us here at Avanti Residential! Our moto is Sempre Avanti, meaning “Always Forward”/ “Always Welcome.” We are “people people” through our mission and core values. We enhance our communities with our work, see all members of our team as leaders, and live La Bella Vita (The Beautiful Life). With endless opportunities for personal and professional growth, the sky’s the limit when advancing your career and being the best you can be. There is a place for you at Avanti Residential. Join us today! The Director of Learning and Development Manager is responsible for creating, administrating, organizing, and conducting classroom, computer-based, and on-the-job training curricula for all team members. Additionally, this role will provide administration, troubleshooting, and technical support for training-related software. This position will create and maintain a monthly training calendar and ensure appropriate class content and delivery. The Director of Learning and Development Manager will work alongside the SVP of Human Resources on L&D goals for the organization and provide development and facilitation of classes as needed. The Director of Learning and Development Manager will also lead the Advisor program and ensure proper program procedures. What You’ll Do… • Create the monthly training calendar and class invites for the organization., • Create and disseminate communications to all team members regarding updates to all operations systems applications and policies., • Develop reference material/guidelines and deliver supplemental training for all property management software platforms as needed in-person, over video, or an online training platform., • Establish and develop all training curricula (on-demand and instructor-led) and related documentation with the HR and Enterprise Solution teams., • Responsible for training all new company initiatives on leasing practices, customer service, property management on-site operations software, property management policies and procedures, etc., • Bachelor’s degree preferred., • 7+ years of experience in multifamily property management required., • 5+ years of training experience required., • 2+ years of Yardi Suit knowledge preferred., • Familiarity with the multifamily marketing landscape including ILSs, Paid Search, Google Data products, etc., • Solid abilities in MS Office Suite (Word, PowerPoint, Excel, and Outlook)., • Familiarity with the multifamily marketing landscape including ILSs, Paid Search, Google Data products, etc., • Training material development using AI resources, Avatars and other innovative softwares and techniques., • Strong project management skills., • Strong interpersonal, oral, and written communication skills with great customer service skills., • Proven ability to collaborate with department leaders and on-site teams., • Creative problem solver and lover of branding., • Ability to perform work that requires a large amount of concentration with interruptions and changing priorities., • Pass criminal background screening prior to employment., • Possession of a valid driver's license and up-to-date vehicle insurance OR reliable transportation is required., • If minimum qualifications are met during resume screening the Wonderlic pre-employment assessment is required. The assessment will arrive in the email inbox that you provided. Work Location… • Work Schedule and location based on supervisor requirements. What We Do for You… • Based on position, annual or quarterly bonuses are awarded based on performance and KPIs., • Up to 20% apartment discount., • Continuing education and tuition reimbursement., • A generous PTO policy., • Health and wellness benefits include Medical/HSA/FSA/Dental/Vision/STD/LTD and many other benefits to meet your specific needs., • 4% company match for your 401k., • Avanti Shares Program where a portion of the company’s transactional profits are awarded to you. The longer you stay, the higher your return., • Avanti Cares Program that helps employees in financial need., • Tenure-based Anniversary Recess., • Avanti Advisors Program to help new hires with onboarding. This job description is not an all-inclusive list of duties and responsibilities. Avanti Residential is an Equal Opportunity Employer and is committed to diversity in its workplace; applicants from all backgrounds are encouraged to apply. If you are interested in applying for a position with Avanti and need special assistance or accommodation to use our website, please get in touch with .

Job DescriptionCompany Description Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers. Job Description As a Mortgage Advisor, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this role, you’ll learn about mortgage-specific systems and then prep to get your NMLS licenses reactivated. Once completed, you’ll receive leads and use your consultative sales skills, along with your newly-learned mortgage knowledge, to provide residential HELOCs. Over time, you’ll learn about future products and offer those as well. ***We offer a guaranteed monthly bonus for first three months! ***Our top producers for the Mortgage Advisor I role make north of 130K ***Our top producers for the Mortgage Advisor II role make north of 200K Work from home/hybrid: We are proudly offering hybrid options in the Phoenix, AZ metro market. What you’ll do: • Evaluate and analyze applicants' financial status, credit, and property details to determine mortgage eligibility, • Advise and educate clients on the Lendage mortgage products and the application process, • Assist clients in completing mortgage applications, including the collection of the requisite information needed to obtain a mortgage approval, • Operate skillfully within the mortgage sales environment including the Loan Origination System, CRM, credit vendor system, and other required software and systems across the entire end-to-end mortgage process, • Communicate constantly with prospects, loan applicants, and 3rd party vendors, with continual follow-up throughout the mortgage process, • You will be expected to qualify for several state mortgage licenses within the first 45 days and to be knowledgeQualifications What you'll bring: • Current AZ resident - role must reside in AZ, • Active NMLS (or able to be reactivated), • Have passed the SAFE exam, • 1+ years of mortgage lending experience for the Mortgage Advisor I role, • Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company, • Ability to work both independently and as a team player, • Ability to work in a continually changing, entrepreneurial team environment, • Passion, great communication skills, self-motivation, a positive attitude, and competitive spirit, • Embodies the four Achieve core values: Care, Collaboration, Get Better, and Act with Integrity Additional Information All your information will be kept confidential according to EEO guidelines. Achieve well-being with: • Hybrid and remote work opportunities for certain roles, • 401 (k) with employer match, • Medical, dental, and vision with HSA and FSA options, • Competitive vacation and sick time off, as well as dedicated volunteer days, • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs, • Up to $5,250 paid back to you on eligible education expenses, • Pet care discounts for your furry family members, • Financial support in times of hardship with our Achieve Care Fund At Achieve, we’re changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first. Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader. #LI-KM1

Job Description Job purpose Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial strategies. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service. This role will be central in calculating, maintaining, and reporting investment performance based on custodian data. The Performance Analyst will work closely with both the investment team and the executive leadership to design, maintain, and enhance a composite performance process, and ensure that our performance reporting is accurate, reliable, and aligned with strategic goals. Note: This role would be 5 days onsite at the Scottsdale Corporate Office. Duties and responsibilities • Calculate and maintain portfolio performance using custodian data, including time-weighted returns, trailing returns, and linked-daily factor methods., • Develop and sustain the firm's composite performance process (defining composites, ensuring consistency across portfolios, aligning with best practices)., • Build, maintain, and enhance performance dashboards and reports using Sigma, with underlying data stored in Snowflake and Supabase., • Verify, reconcile, and troubleshoot performance data: identify discrepancies between internal data and custodian/third-party sources; resolve differences., • Document performance methodologies, definitions, and standards (e.g. return conventions, composite inclusion/exclusion)., • Provide performance insight and analysis to investment team members and executives: prepare periodic performance reports, support decision making., • Suggest and implement process improvements or automation in performance calculations and report generation., • Assist with data governance around performance metrics: ensure accurate lineage, definitions, and auditability. Qualifications • Bachelor's degree in Finance, Economics, Mathematics, Data Science, or related field., • ~2-5 years of relevant experience in performance analysis, investment operations, or a closely related role., • Strong understanding of performance concepts: time-weighted returns, trailing returns, composite performance, linked daily factors., • Familiarity in SQL (or strong query skills in relational databases) for extracting data; experience with Snowflake or similar is a plus., • Comfortable working with BI/reporting tools such as Sigma; familiarity with Supabase or other cloud-hosted data platforms also helpful., • Strong attention to detail, accuracy, and ability to handle reconciliation tasks., • Good communicator; able to explain technical/quantitative matters to non-technical stakeholders (investment team, executives)., • Familiarity with regulatory or industry standards for performance reporting (e.g., GIPS®)., • Exposure to scripting or data transformation tools (Python, dbt, etc.)., • $70,000 to $80,000 base salary plus bonus., • Future career growth opportunity., • 401(k) with a matching contribution up to 13%., • United Healthcare PPO medical coverage for employees, paid by the company., • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.

Job Description What We Need Ready to make an impact where numbers meet innovation? As our Accounting Manager, you won’t just “close the books”—you’ll shape how the business runs. You’ll lead the month-end close with precision, strengthen internal controls, and partner with leaders across the company to turn data into smart decisions. This is a high-visibility role where you’ll be a trusted advisor, process builder, and mentor/helping grow and develop talent while ensuring financial excellence. You’ll work side-by-side with our award-winning Global Corporate Controller, gaining exposure to private-equity backed growth strategies and positioning yourself for career advancement in a dynamic SaaS and field technology company. What You'll Lead Close & Reporting · Own the month‐end close end‐to‐end; prepare and review journal entries, accruals, and consolidations · Deliver accurate financials with sharp fluctuation analysis and compelling narratives for leadership · Maintain timely, audit‐ready balance sheet reconciliations Controls, Audit & Compliance · Coordinate annual audit, build PBC lists, draft technical memos, and resolve findings · Strengthen policies and internal controls; ensure US GAAP rigor with SaaS/ASC 606 focus · Collaborate with external consultants on domestic and international tax filings and ensure accurate global compliance Cash, AP & Working Capital · Own a rolling 13‐week cash forecast (weekly refresh) with base/upside/downside scenarios · Manage Treasury operations including daily cash positioning, bank account rationalization, user-entitlement · Optimize payment timing, and oversee AP accuracy and vendor hygiene Team Enablement & Automation · Uplevel the team through coaching; run weekly 1:1s, set clear goals, and give timely, specific feedback · Build capability; create learning paths, lunch‐and‐learns (ASC 606, NetSuite power‐tips), and SOP playbooks so the team scales without heroics · Drive tooling and process improvements across NetSuite and adjacent systems (e.g., close management, reconciliations, AP automation, reporting) · Partner with stakeholders across the organization to support financial initiatives and reporting accuracy What You Bring · Experience: 4–10 years progressive accounting experience; public/private mix preferred; SaaS exposure a plus · Technical: Strong US GAAP (esp. ASC 606), analytical depth, and Excel chops · Systems: NetSuite required; plus any of (BlackLine/FloQast/Workiva), AP automation (Tipalti/Coupa), tax (Avalara), CRM/BI (Salesforce, Power BI) is a plus · Leadership & Mentorship: Passionate about teaching and developing accountants; clear communicator who sets crisp standards, builds training plans and review rhythms, and develops people—while staying calm and accountable under pressure · Mindset: Pursue constant improvement, take ownership, be curious, and execute sound judgment even when things are ambiguous How We Work • Hybrid rhythm: In‐office Monday–Thursday at our North Scottsdale HQ; Friday flexible, • Pace & partnership: Fast pace, rapid growth, collaborative with high accountability; we value builders who make things simpler, faster, safer, • Growth: PE‐backed environment with room to scale your scope and impact Perks • Health benefit plans to suit your needs (Health, Vision, Dental), • 401(k) retirement plan with company contribution, • Various other benefits to choose from (EAP, FSA, HSA, Life, STD, etc.), • Flexibility to be present for both work and personal life, • Time off includes self-managed PTO, 9 Company Paid Holidays, Quarterly GPSI Cares Days, • Company sponsored refreshments, snacks and periodic lunches, • Cross team collaboration where we have each other’s backCompany DescriptionGPS Insight offers leading technology for organizations that have drivers and technicians in the field, fleets of vehicles, trailers, and other mobile assets. We provide innovative fleet solutions that include vehicle and asset tracking, in-cab smart cameras, field service software, and compliance management. We know that when you invest in high-performance technology, you achieve results and maximize your return. We feel the same way about our people at GPS Insight. They are what allow us to build world-class solutions that make us leaders in the fleet and field service management space. They are what enable our customers' success. They are our greatest asset. As a result, we take pride in a workplace committed to those who make us go. Our commitment to growth enables us to push the telematics and field service operations industries forward. It's rooted in our products, embedded in our culture, and reflected in our team-first values. We're looking for the right people to jump onboard with us. Are you ready to take the ride?GPS Insight offers leading technology for organizations that have drivers and technicians in the field, fleets of vehicles, trailers, and other mobile assets. We provide innovative fleet solutions that include vehicle and asset tracking, in-cab smart cameras, field service software, and compliance management.\r\n\r\nWe know that when you invest in high-performance technology, you achieve results and maximize your return. We feel the same way about our people at GPS Insight. They are what allow us to build world-class solutions that make us leaders in the fleet and field service management space. They are what enable our customers' success. They are our greatest asset. As a result, we take pride in a workplace committed to those who make us go.\r\n\r\nOur commitment to growth enables us to push the telematics and field service operations industries forward. It's rooted in our products, embedded in our culture, and reflected in our team-first values. We're looking for the right people to jump onboard with us. Are you ready to take the ride?

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. Employee Benefits Sales Producer – Employee Benefits 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. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance 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 SNBj1q9CLM

Job DescriptionSalary: $40,000-$51,000 annually Who We Are: University of Advancing Technology (UAT) is an elite, intimate, private college in Tempe, Arizona, focused on educating students in advancing technology who desire to innovate for our future in disciplines such as Advancing Computer Science, Information Security, Game, and New Media technologies. Are you a technophile who loves the values of the traditional academy, but want the modern technology campus? Living on campus, students are surrounded by a true living-learning technology environment that incubates their ideas into innovations that students can patent and take to market. Students must create an innovation project to graduate. We are an entrepreneurial, results-oriented company recognized for delivering high standards of innovation and service. As an organization designed to change the lives of some of the brightest young minds, we rely on the excellence of every member of our family to continuously exceed our own standards and our students expectations. Who You Are: Join our dynamic team as a Funding Coordinator, where you'll play a pivotal role in guiding students through their personal funding options. We're seeking a proactive individual with a knack for working with people and helping them prepare for their educational journey financially. In this role, you'll reach out to students and families to discuss funding options and assist getting the necessary documents completed Your responsibilities will include calling families to discuss personal funding plan. Then assist walking them through different options to assist in covering their personal contributions. Help students walk through and apply for different scholarships Duties: • Guide students and families through the Financial Estimate created and provided by the Financial Aid Advisor., • Share and direct students through the dashboard to apply for private loans., • Assist students in the scholarship application search and guide them through the detailed steps., • Heavy phone volume and ability to overcome objections and become a solution generator., • Be a strong support for students and families to get the funds needed prior to starting school., • Flourishing in a results-driven environment by leveraging metrics and analytical reporting to optimize performance and achieve organizational objectives. Ready to assist with any additional assigned tasks as needed., • Consistently surpassing predefined targets while exhibiting a relentless commitment to surpassing personal bests and setting new benchmarks for excellence. Skills/ Requirements: • Youre fast, fun, smart, friendly!, • Motivated to help guide and assist families to find their best funding options., • Demonstrates a strong inclination to meet new individuals and facilitate mutually beneficial solutions, guiding both parties toward outcome that met both of their respective needs., • Problem solver with Can-do attitude, • You are competitive and love to reach and surpass any goals set out for you., • Youre innovative, resourceful, and a fearless problem solver., • Youre amaster of communication and collaboration., • You have a Bachelors Degree from an accredited college or university., • You enjoy working autonomously and as part of a team., • You are coachable, highly motivated and driven to succeed, and have excellent communication skills. Important Notes: • Work Hours: Monday through Friday, 9am - 6pm, • Bachelors degree REQUIRED, • This is not a remote position; candidates must be willing and able to work in-person at the Tempe campus. Salary and Full-Time Benefits: $40,000 - $51,000 / annually (depending on education and experience) • Medical insurance option with UAT covering over 60% of the premium cost, depending on coverage selected., • UAT has your BACK, by covering 100% of the monthly premium for Short-Term and Long-Term coverage., • Dental, Vision, 401k, Life Insurance, and AD&D Options, • Vacation, Personal Time, and over 15 Paid Holidays - we work hard, but give you that extra time to play hard as well!, • Competitive Employee and Dependent Scholarship Programs; we take pride in your educational background and look forward to supporting your families academic goals and endeavors., • Meal Benefit at University Caf. HANGRY? Never heard of here. Come get your lunch at the caf, on us, YUM!, • University Store Discount amongst other Discount Programs., • Positive, open, and transparent Work Environment and culture that includes Kudos Program, Casual Fridays and Select Work Weeks, Employee Wellness Activities, Bring your Pet to Campus, along with Summer and Winter Happiness Events., • Flexible Work Schedule: Telecommuting options based on tenure., • Employee Training and Development: Essential Skills Modules are scheduled on the job, allowing for learning, working, and implementation.

Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $140,500 at plan earnings Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, • This is not just a sales job—it’s a career with purpose and opportunity, • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college, • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clientsQualifications:, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Bachelor’s degree in business administration, finance, or related field is required, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Competitive, • Enterprising, • Coachable, • Communicative, • Self-disciplined, • Authentic, • Winning Attitude About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT 2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 Lance Gillman, Senior Partner, New York Life

Job Description Steven M. Vogt, CPA, EA of Chandler, AZ is actively searching for a full-time Lead Tax Preparer with a positive attitude and a lot of experience. This position pays $80-$100/hour, depending on experience. The higher wage is for an experienced CPA or EA who can prepare any type of tax return (Form 1040, 1041, 1065, 1120-S) from start-to-finish without errors and prepare financial statements for our bookkeeping clients and business tax returns. We also offer medical, dental, vision, a 401(k) plan with matching contributions, paid sick time, one week paid vacation after the first year, continuing professional education, amazing growth opportunities, and the opportunity to work with a great team. We help our staff balance their professional career with their family life by giving them up to 7 weeks of unpaid vacation per year and every Friday off after tax season (May-December). If this sounds like the right opportunity for you, apply today! ABOUT STEVEN M. VOGT, CPA, EA With offices in Chandler and Queen Creek, AZ, we are a full-service tax preparation and accounting CPA firm focusing on small businesses and personal taxation that serves clients both in-person and long-distance. We provide the same level of service and security to our clients online that they receive sitting in our office, but with the personalization that software packages can't. Our business is based on trust. Many of our clients look at us as more than just their tax or financial advisor. In fact, many call us their friends. We encourage an office environment that feels like a home away from home. We are more interested in quality than quantity of work and have a great collaborative team spirit. We offer very competitive pay, excellent benefits, and opportunities for advancement. We also provide ongoing training to help our staff succeed in their positions and to continue growing professionally. A DAY IN THE LIFE OF A TAX PREPARATION ASSOCIATE / TEAM LEAD Our Tax Preparation Associate / Team Lead is the face of our company and works hard to forge genuine and positive relationships with our clients that have them coming back every year! You meet with clients and prepare tax returns for individuals, partnerships, and S-corporations. You are open and honest when offering tax advice and help ensure that clients do not overpay, and their tax returns are accurate. You are a hands-on leader who instills a sense of ownership and integrity as you teach and mentor other tax preparers. You are dedicated to providing exceptional customer service while helping support our growing firm toward success! QUALIFICATIONS • CPA and/or EA license, • At least 5 years of experience preparing Individual, S-Corp, and Partnership tax returns, • Can prepare tax returns from start-to-finish, error-free WORK SCHEDULE This full-time tax preparation position typically works 40-50 hours/week, Feb 1 - Apr 15 and 30-40 hours/week, May 1 - Jan 31. ARE YOU READY TO JOIN OUR TEAM? If this tax preparation job with our accounting firm sounds like the right opportunity for you, apply today. We look forward to meeting you! Location: 85286 Company DescriptionWith offices in Chandler and Queen Creek, AZ, we are a full-service tax preparation and CPA firm focusing on small business and personal IRS taxation that serves clients both in-person and long distance. We provide the same level of service and security to our clients online that they would receive sitting in our office but with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as our clients' life events, such as the birth of a child, a new business, new home, or inheritance.With offices in Chandler and Queen Creek, AZ, we are a full-service tax preparation and CPA firm focusing on small business and personal IRS taxation that serves clients both in-person and long distance. We provide the same level of service and security to our clients online that they would receive sitting in our office but with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as our clients' life events, such as the birth of a child, a new business, new home, or inheritance.

Job DescriptionDescription: Position Primary Responsibilities: Aircraft Sales & Acquisition Specialist is responsible for leading the end-to-end process of managed aircraft transactions, including sourcing, evaluating, marketing, negotiating, and closing aircraft sales and acquisitions. This role requires deep knowledge of the private and commercial aviation markets, exceptional negotiation skills, and strong client relationship management. Secondary Responsibilities: The Retail Charter Sales Representative is responsible for generating and managing sales of private charter services to individual and group clients. This role involves identifying sales opportunities, building relationships with new and existing customers, and providing exceptional service throughout the charter booking process. The ideal candidate is a motivated self-starter with excellent communication skills and a passion for delivering tailored travel experiences. Requirements: Sales & Marketing: • Develop and manage a portfolio of managed aircraft operated by our Charter Department, • Create marketing strategies, sales materials, and listings for the acquisition of managed aircraft., • Identify and engage with prospective clients and sellers globally., • Conduct aircraft showings, demonstrations, and attend industry events/trade shows., • Proactively sell private charter services to retail clients through inbound and outbound calls, emails, and client meetings., • Provide detailed information about aircraft types, pricing, routing, and other charter options., • Develop and maintain a client portfolio by building strong relationships and offering personalized travel solutions., • Negotiate contracts, finalize booking details, and coordinate with operations to ensure seamless trip execution., • Monitor market trends and competitor activity to identify new sales opportunities., • Respond promptly to client inquiries and provide high-quality customer service before, during, and after flights., • Maintain accurate records of all sales activities using CRM software., • Source managed aircraft for Sherpa Air Charter Department., • Coordinate pre-purchase inspections and third-party appraisals for aircraft sales., • Negotiate terms of management contracts, purchase agreements, and LOIs., • Build and maintain long-term relationships with aircraft owners, brokers, and aviation professionals., • Serve as a trusted advisor to high-net-worth individuals, corporate flight departments, and charter operators., • It is required for the person fulfilling this position to communicate with the Internal Charter Operations Team; whether it is management, sales, or coordinators., • Responsible for involving Internal Charter Team in any sales and flight planning information with the client., • Creating an open-ended relationship with the Internal Charter Team to track all sales and promote best quality of service on all trips., • Bachelor's degree in Aviation, Business, Finance, or a related field (preferred but not required)., • 3–7+ years in aircraft sales, brokerage, or aviation consulting., • Experience with private/business aviation markets strongly [PH1] preferred., • Proven ability to develop and manage customer accounts — often high-net-worth individuals, corporations, or government agencies, • Experience working with OEMs, MROs, or aircraft brokers., • Deep knowledge of aircraft models, values, and market trends., • Excellent communication, negotiation, and presentation skills., • Proficiency with CRM systems, MS Office, and aircraft valuation tools (e.g., Vref, Aircraft Bluebook)., • Self-motivated and results-driven., • High integrity and professionalism., • Strong analytical and organizational skills. Sherpa Air will make reasonable accommodations in compliance with the Americans with Disabilities Act 1990 EEO/AA: Sherpa 6 does not discriminate based on race, color, national origin, sex, religion age, disability, sexual orientation, gender identity, veteran status, height, weight, or marital status in employment or the provision of services and is an equal access/opportunity/affirmative action employer. Benefits: We offer a competitive benefits package, covering the cost of medical for you and your family; we also offer dental, vision, health and wellness benefits and a generous retirement savings plan. We believe that our employees can manage their workload and their personal life, therefore we extend a generous PTO policy. This allows our employees to balance their lives as they see fit. Salary Range: The proposed salary range is reflective across all Sherpa Air locations, years of experience and skill levels. Salary negotiations will be based on a host of factors including but not limited to your geographic location, prior experience, relevant skills, education, and certifications.

Job Description Hi, we're Oscar. We're hiring an Associate, Operational Forecasting to join our Production Resource Management team. Oscar is the first health insurance company built around a full stack technology platform and a focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role You will execute various forecasting and planning analyses to help optimize resourcing and financial planning for production teams within Oscar. You will report to the Sr. Director, Production Resource Management. Work Location: Oscar is a blended work culture where everyone, regardless of work type or location, feels connected to their teammates, our culture and our mission. This is a hybrid role in our Tempe, Arizona office. You will work part of the time in the office and part of the time remote / work-from-home. #LI-Hybrid Pay Transparency: The base pay for this role is: $88,560.00 - $116,235 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities • Develop detailed operational forecasts - for volumetric demand & resourcing needs - and subsequently support leadership in generating budget estimates based on the forecast, • Work with stakeholder teams to ensure forecast models align with business objectives and changes, • Work with data teams to source required data and refine as needed for analyses, • Learn the business and support periodic planning discussions with business stakeholders, • Use tools and data platforms relevant to the role (such as Workday, Jira, BigQuery, Looker, etc.), • Use business acumen and analytical experience to work through ambiguity, • Manage multiple concurrent tasks effectively and deliver professional & high-quality work promptly, • Collaborate with team members and be a trusted advisor to leaders & stakeholders, • Own insights generation and follow-up for a major business unit, serving as the first point of contract for Sr. Managers, Associate Directors and Directors, • Analyze data to support business teams in making better informed, data-driven decisions, • Use data to tell a story that non-technical colleagues will be able to understand, including packaging and presenting findings in a clear, concise and compelling manner, • Collaborate across the organization, including owning stakeholder relationships with managers & senior managers , to identify actions to achieve improvements and monitor initiative impact, • Support other strategic projects as assigned to meet business needs, • Compliance with all applicable laws and regulations, • Other duties as assignedQualifications, • 2+ years of demonstrated work in operations forecasting and/or operations modeling, • 2+ years of demonstrated work with large datasets and distill analyses into relevant insights with a structured and systematic thought process, • 2+ years experience in SQL, with the ability to filter, aggregate, and build CTEs, or proficiency in R or Python, including experience with Pandas, for loops, and statistical tests, • Strong communication skills, verbal and written, around business reporting impact and requirements, as demonstrated by 5+ examples / projects of presenting analysis to Leadership (Director+), • 1+ years experience, including proficiency in Google Sheets or Excel skills, with ability to use VLookup, nested if statements and connected SheetsBonus points, • 1+ years experience in healthcare, investment banking or insurance industry, • 2+ years experience developing dashboards and working with Looker, or other business intelligence/data visualization tools At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. Artificial Intelligence (AI) Guidelines: Please see our AI Guidelines for the acceptable use of artificial intelligence during the interview process at Oscar. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Notice to Job Applicants.

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 Hi, we're Oscar. We're hiring a Senior Manager, Medical Economics to join our Medical Economics. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: The Senior Manager, Medical Economics, leads a team of analysts to guide next steps to support Oscar's total cost of care (TCoC) strategy and efforts. The Senior Manager collaborates with analytical leads across forecasting, medical economics, pricing, network analytics, and data science units to identify medical expense saving opportunities and to develop sound projections and measurements of the medical cost effects and clinical outcomes of programs, with an ultimate goal of improving total cost of care and driving affordability value. You will partner with Oscar's Office of Clinical Affairs and data science team to ensure accurate projections of clinical policy initiatives are reflected in management reporting — e.g. financial close, forecasts, program performance monitoring. You will report into the Senior Director, Medical Cost Analytics. Work Location: This position is based in our Tempe, AZ office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid Pay Transparency: The base pay for this role is: $142,560 - $187,110 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Lead team programs to identify and measure cost-saving programs., • Provide mentorship, and development planning for team members to promote growth and learning., • Maintain current knowledge of medical economics best practices, and drive innovation and new approaches., • Develop proactive financial models to assess the potential cost and use impacts of proposed clinical programs, network strategies, and policy changes. Conduct sensitivity analyses and stress-testing on models to understand the range of potential outcomes under multiple utilization and cost scenarios., • Perform in-depth analysis of integrated claims and operational data — e.g. medical, pharmacy, labs, authorizations) to identify cost and trend drivers., • Design and build retrospective studies to measure the actual financial and clinical outcomes of implemented programs, comparing results against initial projections., • Promote and shape best practices with respect to documentation., • Contribute departmental improvements in automation, AI application, and analytic tooling to increase efficiency and the sophistication of your team's work., • Serve a trusted analytic partner and advisor to team members in supported functional units., • Maintain relationships and lines of communication with stakeholders., • Influence and collaborate with stakeholders to guide strategic business decisions with respect to medical expense initiatives., • Compliance with all applicable laws and regulations, • Bachelor's degree in a STEM field., • 7+ years of relevant quantitative analysis experience., • Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one., • Significant experience analyzing and forecasting the financial impact of proposed changes to clinical policies, policy sets, utilization management processes, and clinical pathways., • Experience developing measurement of clinical intervention ROI., • Knowledge of prior authorization optimization and automation., • Familiarity with pharmacy economics., • Background in value-based care analytics. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. Artificial Intelligence (AI) Guidelines: Please see our AI Guidelines for the acceptable use of artificial intelligence during the interview process at Oscar. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Notice to Job Applicants.

Job Description Remote Expatriate Tax Preparer (CPA / EA) Krozel Capital – 100% Remote Who We Are Founded in 2011, Krozel Capital is a virtual-first boutique firm specializing in expatriate tax preparation and compliance for international clients. Our owner, a CPA herself, has lived the expat life with 7 moves in 16 years and deeply understands the unique challenges our clients face. We primarily serve executives and professionals abroad with complex tax situations involving foreign or multiple rental properties, employer equity compensation, ownership of foreign entities, foreign pensions, and multi-state filings. Our commitment is to deliver 'professional quality' with 'personal service', while continually investing in technology to streamline workflows and enhance the client experience. The Opportunity As client demand for integrated tax and financial planning has grown, we launched a sister RIA firm to meet those needs. Its rapid growth now requires us to bring on an experienced tax professional. This role is pivotal — freeing up the owner’s time to focus on firm strategy and growth. We’re looking for a key team member who wants to grow with us as we scale and plan to double or triple our client workload. Key Responsibilities * Prepare and review complex U.S. expatriate tax returns (Forms 1040, 2555, 1116, 8938, 8858, 8865, 5471, 8621, plus FBAR filings). * Communicate directly with clients via email, phone, and video — gathering information, answering questions, and delivering excellent service. * Support and help manage the firm’s federal & state tax notice tracking and response program. * Serve as the point person for the firm’s SurePrep software. * Collaborate with the Director of Tax Services and other team members to manage workflow, review returns, and ensure quality. * Step in across the preparation process — from initial data entry to final review — to ensure smooth client experiences. Requirements We’re not looking for a back-office processor — this is a client-facing role requiring confidence and collaboration. * Licensure: Active CPA or EA license. * Experience: At least 3 years of full-time expatriate tax preparation within the last 5 years (5+ preferred). * Authorization: Must be legally authorized to work in the U.S. (location flexible). * Technical Knowledge: Deep understanding of expat filings, including 1040 with schedules A–E, 2555, 1116, 8938, FBARs; experience with 5471, 8621, 8858, 8865 strongly preferred. * Communication: Strong customer service and client-interaction skills. * Availability to Travel: One in-person company retreat annually (past retreats include Austin, San Diego, Miami, and Colombia). Helpful, But Not Required * Experience preparing returns for expatriates in Singapore or the Netherlands. * Prior use of UltraTax software. * Familiarity with Karbon, Canopy, or TaxDome practice management tools. Position Details & Benefits * Employment: Full-time, permanent (30 hrs/week possible). * Work Environment: 100% remote with flexible hours. * Compensation: Competitive salary plus a share of the firm’s quarterly bonus pool. * Healthcare: $4,500 annual stipend for health and dental. * Retirement: Simple IRA with employer contributions. * Time Off: Unlimited PTO. * Professional Development: Continuing education subscription (e.g., Surgent) plus $2,000 annually for additional courses/conferences. * Home Office Support: Company laptop and $1,000 annual stipend for home office equipment. This Role Is Ideal For: * An experienced tax professional seeking a stable, flexible, and collaborative remote career. * A self-employed preparer with a small book of business who wants to offload admin tasks and focus on high-level client service within a supportive team. Company DescriptionFounded as a virtual tax firm in 2011, Krozel Capital specializes in expatriate tax compliance and preparation. We are unique in that we are one of the only expat-focused firms that can also provide financial planning and investment services to our clients through a separate firm licensed as a Registered Investment Advisor (RIA). We work with executives and professionals living abroad who have complex reporting requirements (e.g. foreign rental properties, restricted stock units, stock option compensation paid abroad, etc.) Krozel Captial prides itself on offering personal, professional, and quality services. We have invested in Customer Relationship Management (CRM) and workflows to automate processes. We are committed to continuously improving the client experience as well as improving internal procedures. We love helping out clients plan for the future.Founded as a virtual tax firm in 2011, Krozel Capital specializes in expatriate tax compliance and preparation. We are unique in that we are one of the only expat-focused firms that can also provide financial planning and investment services to our clients through a separate firm licensed as a Registered Investment Advisor (RIA). We work with executives and professionals living abroad who have complex reporting requirements (e.g. foreign rental properties, restricted stock units, stock option compensation paid abroad, etc.) Krozel Captial prides itself on offering personal, professional, and quality services. We have invested in Customer Relationship Management (CRM) and workflows to automate processes. We are committed to continuously improving the client experience as well as improving internal procedures. We love helping out clients plan for the future.

You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 06-Oct-2025. The posting may close early due to the volume of applicants. The Post Transition Support plays a critical role in enhancing the advisor and practice experience by intaking feedback, monitoring trends, and sharing key learnings with Market and Practice Solutions (MPS) leadership to identify and address experience improvement opportunities. This role will conduct listening and observation sessions with top practitioners, package insights into actionable resources, and communicate findings to business partners to drive impactful changes. The associate will also analyze and synthesize external research, applying critical thinking to ensure relevance and alignment with business objectives. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $61600 Hiring Maximum: $101600 Skills/Requirements Education & Licensing • Bachelor's degree required., • Series 7 and 66 licenses preferred. Experience • 3+ years of experience in financial services, client support, or operations., • Experience in understanding of feedback systems and data analysis in a business context., • Familiarity with working in matrixed environments and cross-functional teams., • Familiarity with Market and Practice Solutions frameworks and advisor support systems a plus Skills & Competencies • Data analysis and synthesis skillset, • Ability to package and present data insights, • Attention to detail and accuracy, • Adaptability in dynamic environments, • Collaboration across teams, • Strong communication and interpersonal skills., • Analytical mindset with ability to interpret data and identify trends and creativity in presenting insights., • Strategic thinking and prioritization, • Proficiency in Microsoft Office; experience with data tools and feedback platforms a plus. Span of Influence This role directly impacts the quality of post-transition experiences for advisors and practices. Through effective execution and collaboration, the Post Transition Support role helps ensure that MPS offerings are aligned with advisor needs and continuously improved based on real-time feedback. Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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-HO

Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Oct-2025. The posting may close early due to the volume of applicants. Team Overview As an IGA Analyst you will work independently to identify and define IGA solution requirements for both existing capabilities and the expansion of new features. You will ensure that all platforms within your span of responsibility meet your customer's requirements; designed, built, documented, and maintained in adherence with the Firm's standards and architectural patterns; and are managed to the highest level for performance, stability, and security. Serving as a Security practitioner, you will bring deep industry knowledge and experience to understand the threat landscape and use that knowledge to shape the platforms that the Firm depends on for critical identity lifecycle functions. In this role you will regularly engage in leading-edge technology initiatives, including research, vetting, and adoption of emerging technologies, tools and methodologies in alignment with the overall security strategy. What You'll Do: • Identify and implement opportunities to improve solutions that combat advanced and relevant threats while considering integration into the environment, stability, availability, disaster recovery, and cost-effectiveness., • Serve as a subject matter expert for the identity management platform (Saviynt) and be a key contributor to stabilization and expansion efforts., • Lead conversations centered on solving for complex business requirements in solution designs, and ensuring compliance with internal standards, policies, and regulatory requirements., • Identify potential gaps in existing IGA processes or systems and recommending solutions to improve security and efficiency, • Collaborate with internal teams and stakeholders to understand requirements and develop solutions., • Effectively document solutions and configurations for future reference., • Produce, maintain, and facilitate distribution of training resources to effectively empower key stakeholders with the information needed to meet Firm objectives and/or drive adoption of new processes., • Establish and maintain effective communications and relationships across key departments, business areas, and vendors, including supporting engagements with key vendors to ensure the correct level of support to the Firm and drive solution roadmaps to meet Firm expectations., • Creating and maintaining documentation for IGA processes, procedures, solution designs, requirements, etc. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $99200 Hiring Maximum: $168900 Skills/Requirements What Experience You'll Need: • 4+ years relevant cyber security experience in progressive roles; 7+ preferred, • Bachelor's Degree Preferred, • In-depth understanding of Saviynt product functionality, including provisioning, access certification, SOD, analytics, RBAC, workflow, email notifications, etc., • Experience integrating applications with Saviynt using various connectors., • Solid understanding of workflows in ARS and the ability to leverage Saviynt analytics tools., • Experience managing SOX compliance, auditing, and access review processes within Saviynt., • Excellent written and verbal communication skills., • Experience with APIs and integrations, • Strong analytical and problem-solving skills, • Excellent communication and collaboration skills, • Experience using ticketing systems (e.g., Jira) Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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-HO

Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Oct-2025. The posting may close early due to the volume of applicants. Team Overview The voice services department at Edward Jones manages over 14 thousand IP extensions on a global enterprise voice network to support the firm's teams and departments providing a highly available service to our clients, branches, and associates. The department manages a range of services from design, implementation, administration, and support of enterprise-wide voice technologies, voice mail applications, computer telephony integration applications, centralized call recording applications, and contact center applications including workforce management tools and installation, maintenance, and troubleshooting of carrier-provided data and voice communication circuits. What You'll Need • Collaborating closely with associates and third-party vendors to troubleshoot and resolve problems., • Develop and maintain Computer Telephony Integration (CTI) applications., • Resolving complex problems of voice services and applications, • Delivering quality timely results while managing competing priorities, • Improving overall service and efficiencies of the support processes year-to-year, • Following standards and guidelines of the firm, team, and industry related to change management and technologies to implement solutions. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $99200 Hiring Maximum: $168900 Skills/Requirements What Experience You'll Need : • A degree in a related field preferred, • 5+ years of telecommunications experience, • Windows and Linux operating experience, • A foundational understanding of:, • Configuration and setup of Voice Systems, • Configuration of voicemail, IVR systems, and call recording solutions, • Experienced in application development, including Java, JTAPI, TSAPI, Tomcat, and WebLogic, • Familiarity with the MKS packaging process, • Documentation standards, network, and call flow diagramming, • Strong interpersonal and leadership skills, • Strong Oral and written communication skills, • Initiative-taking while Working in a team or as an individual contributor., • Qualified candidates will have demonstrated experience in the following:, • Avaya Call flow design and implementation., • Avaya solutions (Communications Manager, Session and System Manager, AEP, AES, SAL gateways, CMS etc.), • SIP, • Verint Call Recording Quality Monitoring, Screen Capture and Workforce Management, • Agile Practices, • Service Now tickets, • Preferred Skills, • Cloud experience, • Aceyus Reporting Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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-HO

Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 01-Oct-2025. The posting may close early due to the volume of applicants. Team Overview: The Senior Cybersecurity Analyst will work at the direction of the Team Lead to independently perform moderately complex offensive and defensive security activities in the Incident Response, Threat Detection, Hunt, and Red Team spaces. They will often provide input to peers and leaders for quickly decisioning and actioning events in high-pressure and high-risk situations that may have a material impact on the Firm. The Senior Cybersecurity Analyst will have a broad understanding of the Firm's technology systems and processes and the security, threat, and regulatory landscape as it pertains to those systems and processes. They will have a deep understanding of how external threat actors operate and be responsible for executing on initiatives that protect EDJ against them. While primarily a hands-on-keyboard role, the Senior Cybersecurity Analyst will help to develop, coach and mentor junior members of the team. What You'll Do: • Independently perform detailed research into attacker techniques and behaviors to produce tactic and technique reports and then supporting detections., • Continuous learning to work towards subject matter expertise around new and emerging security threats (including specific tactics, techniques, and procedures); new and emerging technology capability areas (ie: cloud, AI, quantum); and new and emerging regulatory requirements to ensure the Firm is properly prepared to prevent, detect and recover from advanced cyber attacks., • Function as a key component in decision making by providing accurate and detailed accounts of events to Senior Analysts and leadership in a coordinated fashion during high-stress and ambiguous situations that involve balancing security decisions with business impact to obtain the best outcome for the Firm., • Actively participate in after-action reviews for security incidents and red team assessments to understand Firm impact, perform root cause analysis, identify and escalate potential risks, identify opportunities for improving controls and processes, and ensuring all regulatory reporting obligations have been met., • Contribute to documentation, processes, and capability development; incorporating industry best practices, regulatory requirements, and lessons learned from previous events. Ensure that all security investigations, threat detection content, and red team assessments are properly documented/tracked to meet team, audit, and legal requirements, • Track against KPIs, KRIs, and benchmarks through data analytics to measure the effectiveness of the service. Ensure risks are identified and escalated, and help to identify opportunities for adjusting operational processes accordingly., • Effectively communicate with peers and leadership, to ensure awareness of progress, challenges, and impact of ongoing security incidents or operations. Including the ability to clearly discuss complex technical or security topics with a non-technical audience., • Understand relationships with identified business partners within security and across the Firm (including Technology, Privacy, Legal, Third-Party Risk Management, Crisis Management, and Enterprise Risk Management) to ensure that teams operate effectively., • Maintain relationships with Security Architects and Security Engineering teams to provide feedback on control and technology performance in an effort to continuously improve and mature capabilities., • Mentor and coach less senior team members and represent the Firm across the financial service's information security community through industry forums, working groups, and conference presentations. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $117000 Hiring Maximum: $199300 Skills/Requirements What Experience You'll Need: • 8+ years relevant cybersecurity experience in progressive roles, • Degree in Cyber Security, Computer Science, Computer Engineering, Information Systems or related field preferred, • Completed advanced training and certifications (SANS FOR509, SANS FOR528, SANS SEC588, SANS SEC595, Cloud, etc), • Advanced knowledge across specialty areas to include Windows, Linux, Mac OS, Cloud, Authentication/Identity, Network, Email, Application, Infrastructure, and Data, • Demonstrated competency in various cybersecurity tools/datasets and how to leverage them effectively, • Understanding of Mitre ATT&cK and D3fend framework and how to apply them to detection engineering, • Demonstrable experience briefing leaders, including senior leadership, on security incidents/assessments, • Experience with writing code/scripts in at least one language (Python, PowerShell, Bash, Go, etc), • Demonstrated ability to contribute meaningful and relevant data in a coordinated way to critical decision makers in ambiguous and high-pressure situations, • Technical proficiency in documenting research into attacker, • Expertise on current security threats and vulnerabilities and of how threat actors execute common attack paths at the tactics, techniques and procedures level, • Demonstrated competency related to security technologies, processes, requirements, challenges, and best practices, • Demonstrated experience in managing regulatory requirements and common frameworks used by security organizations within the Financial Industry 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-HO

Job DescriptionSalary: Beginning at $111,500.00 Why Join Us? At Frost, we believe in more than just numbers. As a millennial-driven firm, we understand the value of work-life balance, continuous learning, and making an impact. Our Tax Managers are pivotal in shaping the financial futures of our diverse clientele while fostering a collaborative and innovative work environment. What You'll Do: • Client Advisory: Serve as a trusted advisor, helping clients navigate complex tax landscapes and develop effective strategies., • Team Leadership: Mentor and develop our talented staff, seniors, and supervisors, nurturing a culture of growth and learning., • Tax Expertise: Engage in comprehensive tax planning and compliance, managing intricate tax returns and special service engagements., • Client Engagement: Maintain ongoing relationships with clients, understanding their business needs beyond tax-related aspects., • Project Management: Efficiently manage project timelines and budgets, ensuring high-quality deliverables., • Network Building: Expand your professional network, contributing to our firm's growth and client retention., • Problem Solving: Provide innovative solutions and resolutions to complex tax issues. What We're Looking For: • Bachelor's degree in accounting or related field., • Minimum seven tax seasons of experience., • Certified Public Accountant (CPA) license., • Public Accounting experience., • Preferred experience in Agribusiness and mid to large-size tax firms., • Proficiencywith CCH Axcess, CCH Prosystems fx Engagement, CCH AnswerConnect and other tax preparation / research softwares., • Willingness to travel across the United States (20-40 nights/year)., • Ability to work extended hours during busy seasons. What's In It For You? • Competitive Compensation: We offer a salary that values your expertise and experience., • Generous PTO: Ample paid time off to recharge and enjoy life outside of work., • Comprehensive Benefits: Medical, dental, and vision programs., • 401(k) Retirement: Secure your future with our robust retirement plan., • Education Reimbursement: We support your continuous learning journey., • Career Growth: Access to our Coaching and Mentoring Program and internal learning opportunities., • Professional Memberships: We cover fees for business, civic, and professional organizations., • Well-being Resources: Support for your emotional well-being., • Life and Disability Insurance: Peace of mind with our paid insurance programs., • Parental Leave: Paid maternity and paternity leave., • CPE Memberships: We cover your membership fees to state CPA societies and the AICPA., • Paid CPE: Continuous professional education on us. The Frost Experience: • Initial Screening: A phone call to understand your fit for the role., • Panel Interviews: Engage with HR and potential colleagues to discuss your future with us., • Feedback Loop: Transparent communication throughout the hiring process. Who is Frost? Frost PLLC is a forward-thinking, full-service accounting firm dedicated to personalized financial advice. Our services span tax, assurance, advisory, business valuation, litigation, and animal welfare. We value respect, communication, and a can-do attitude in our associates. Join us if you want a career that balances professional excellence with a fulfilling personal life. *Please note that a detailed job description will be provided to all candidates who advance to the interview stage. This will give you a comprehensive understanding of the role and the exciting opportunities it offers. Frost, PLLCs policy is not to accept unsolicited referrals or resumes from any source that does not have a signed vendor agreement and directly from employees and candidates. • Frost, PLLC will not consider unsolicited referrals and/or resumes from vendors who do not have a signed vendor agreement with Frost, PLLC. (e.g. search firms, staffing agencies, fee-based referral services, and recruiting agencies.), • Any resume or CV submitted to an employee of Frost, PLLC, without a signed vendor agreement in place within the last year will be considered Frost's property.

Job Description At Stearns Bank, we’re helping people, entrepreneurs, small businesses, and local communities nationwide reach their full financial potential. Sound like something you want to be a part of? If so, we’re currently looking for a Universal Banker. This is an in-office position at our Scottsdale, AZ bank branch. Come see how we’re doing business unusual and charting our own path to reimagine a more inclusive financial services and banking ecosystem for all. Benefits Stearns Bank understands and respects that everyone is managing unique career, family, and wellness needs. That’s why we offer industry-leading benefits to employees to help them live healthy lives and bring their full selves to work every day. Benefits may vary for part-time positions. Some of those benefits include: • Employee Stock Ownership Plan & 401k Plan, • Healthcare (Medical, Dental, Vision, Telehealth, Life insurance), • 12-week Paid Medical Leave, • Paid Parental Leave: 21-weeks Primary Care Parent, 14-weeks Secondary Care Parent, • $5,000 Family Care Reimbursement: Childcare, Elder Care, Student Loan Debt, Pet expenses, down payment assistance, • PTO from 13 to 23 days depending on tenure. Cashout and Carryover options., • 10 Days Sick Time, • 11 Paid Holidays, • 4 Days Volunteer Time, • 2 Days Self Allowance Time JOB SUMMARY The Universal Banker is a key player in driving branch growth and delivering exceptional customer experiences. This role is responsible for processing a broad range of financial transactions, proactively identifying sales opportunities, and acquiring new consumer and business checking accounts through targeted outreach and relationship building. This individual will be a trusted advisor, providing guidance on a full range of banking products and services with a focus on growing deposits and expanding the customer base. RESPONSIBILITIES Sales and Deposit Growth: • Proactively identify and pursue opportunities to acquire new consumer and business checking accounts through targeted outbound calling, networking, community involvement, and referrals., • Develop and carry out strategies to increase deposit balances from existing customers by understanding their needs and offering tailored solutions., • Consistently meet or exceed assigned sales and deposit growth goals for new accounts and deposit balances., • Maintain a robust pipeline of prospective clients and track progress towards conversion., • Develop a deep understanding of the local market, competitors, and customer needs to effectively position the bank’s products and services., • Partner with other departments (e.g., Commercial Lending, SBA, Nonprofits etc.) to identify cross-selling opportunities and generate referrals. Customer Service and Relationship Management: • Greet and direct customers promptly and professionally., • Actively interact with customers, prospects, and coworkers to build strong business relationships., • Develop a strong understanding of products, services, sales skills, and service standards., • Assist customers with request and/or concerns by phone and in person, delegating research and resolution., • Initiate customer courtesy calls on all accounts opened to ensure customer satisfaction., • Follow-up on closed accounts to understand the reason for closing., • Maintain confidentiality of customer accounts. Transaction Processing and Account Management: • Process commercial, business and consumer checking deposits, verifying cash and accurate endorsement of items., • Process savings deposits and withdrawals, verifying cash, endorsements, and signatures., • Accept checks presented for cash following the check cashing policy and verifying identification., • Accept installment and commercial payments., • Process advances for personal and home equity lines of credit., • Handle U.S. Savings redemption transactions., • Issue cashier checks, money orders, gift cards, and credit card cash advances., • Issue debit cards, make changes, and close a requested., • Accept check re-orders and address changes., • Process dormant and inactive account transactions according to bank policy., • Handle and balance cash drawer. Operational and Administrative Duties: • Assist with opening and closing of the bank facility by accessing security system, recording, and processing night deposit bags / envelopes., • Maintain bank security by following policy, which includes internal security, transaction security, and robbery procedures., • Process any of the following: Incoming mail deposits and payments; Loan deposits; signature cards; transfers, and coin orders., • Perform ATM duties., • Print daily reports & notices., • Assist in applying postage to the bank’s outgoing mail., • Scan & index account forms in M-Files., • Perform Canadian exchange for customers., • Generates new business through prospecting, calling, social networking and referrals from EFD, SBA, National, Commercial and Consumer lending., • Sell, explain, and open deposit accounts for both personal and business customers and prepare all related documentation., • Cross sell bank products and services. Compliance and Training: • Maintain solid understanding of all legal and regulatory compliance issues as they pertain to this position., • Loss prevention and security as applicable for this position., • Complete required training., • Participate in Stearns Bank sales/referral promotions., • Assist with deposit product training with new and existing employees., • Maintain file on assigned competitor and monitor rates, pricing, product changes, etc., • Participate in Saturday duty when needed., • Other projects as assigned. REQUIREMENTS • Occasionally lift and/or move up to 10 lbs., • Literacy in English., • Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools, or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear., • Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. QUALIFICATIONS • Associate degree (A.A.) or equivalent from a two-year college or technical school; or one to two years related experience or equivalent combination of education and experience., • At least one-year sales experience, preferably in financial institution with a proven track record of achieving sales target, particularly in deposit growth and new account acquisition., • Excellent communication and interpersonal skills., • Excellent analytical, problem-solving, leadership and critical thinking skills., • Excellent customer relation skills., • Proactive and results-oriented, with a strong aim to succeed in a sales-driven environment., • Ability to handle several priorities., • Strong digital literacy., • Detail oriented., • Strong time management and organizational skills., • Flexible. PREFERRED QUALIFICATIONS • Prior experience with Fiserv banking software., • Knowledge of Individual Retirement Accounts. THE COMPANY Founded in 1912, Stearns Financial Services Inc. (SFSI) is a $3.2 billion, independently owned financial institution with locations in Minnesota, Florida and Arizona, and over 35,000 small business customers nationwide. Specializing in affordable housing financing, USDA and SBA lending, and small business and equipment financing, Stearns Bank is regularly recognized as one of the country’s top-performing banks and “Best Banks to Work For” by American Banker. As a Star Tribune Top Workplaces award recipient and an award recipient of the Minnesota Business Magazine 100 Best Places to Work in Minnesota, Stearns takes pride in their team and holds their employees in extremely high regard. We offer a competitive salary and benefit package including our Employee Stock Ownership Program-one of the best long-term incentive programs in the nation. To learn more about Stearns Bank, visit www. StearnsBank.com EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran’s status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.