Trabajos financial advisor en Charleston, South CarolinaCrear alertas

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

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

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

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

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

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

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

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

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

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

Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in South Carolina. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate., • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently., • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed., • Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity., • Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit _. If an accommodation is required to participate in the application process, please contact us via email at _. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the _ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

About the Role: As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office. • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns, • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations, • Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services, • Provide IRS support, tax notice assistance, and audit guidance to clients as needed, • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment Required Qualifications:, • Successful completion of the H&R Block Tax Knowledge Assessment¹, • 5+ years of experience in tax preparation, accounting, finance, or bookkeeping, • Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution, • Experience working in a client-facing, consultative, or advisory role, • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language, • Must complete continuing education and meet all other IRS and applicable state requirements, • High school diploma / GED / equivalent Preferred Qualifications:, • Bachelor’s degree in accounting, finance, or a related field, • CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials, • Familiarity with GoSystem or Ultratax software, • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT), • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. ¹ - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Sponsored Job: Brown-39220-CHARLESTON SC

Job Description Our client, Brinkley Law Firm, is hiring for the Director of Firm Administration (COO, CFO, or equivalent). Brinkley Law Firm is a Charleston-based law firm specializing in assisted reproduction, adoption, and family law matters, including divorce and custody. Recognized nationally and internationally for its work in fertility law, the firm regularly contributes to industry education, legal scholarship, and professional organizations. As the firm continues to grow, they are seeking a highly capable operations and business leader who thrives in a fast-paced, entrepreneurial environment. This individual will serve as the owner's trusted partner, overseeing the day-to-day operations of the practice while balancing financial management, administrative oversight, and strategic initiatives. The ideal candidate is comfortable wearing many hats, enjoys building efficient processes, making sound business decisions, and ensuring the firm operates effectively across all functions. They are looking for someone who takes ownership, anticipates challenges, and can confidently manage both the operational and financial health of the practice, allowing the owner to remain focused on serving clients and growing the business. The Opportunity Brinkley Law Firm is seeking a Director of Firm Administration to serve as the firm's senior administrative and human resources leader. Reporting directly to the Firm Owner, this role is responsible for overseeing the systems, processes, relationships, and resources that support the firm's daily operations. The Director of Firm Administration acts as a central point of coordination during both routine operations and unexpected challenges. Whether addressing employee concerns, managing vendor relationships, coordinating technology solutions, overseeing recruiting efforts, or resolving operational disruptions, this individual helps ensure that issues are identified, addressed, and resolved efficiently. The successful candidate will be a practical problem-solver with strong judgment, exceptional interpersonal skills, and the ability to remain calm and effective when navigating competing priorities and unexpected situations. Key Responsibilities Human Resources & Employee Relations • Lead recruiting efforts, including sourcing, screening, interviewing, and onboarding new employees., • Assess staffing trends, recruiting needs, and workforce capacity and provide recommendations to firm leadership regarding hiring priorities and organizational needs., • Maintain personnel records and employment documentation., • Administer employee benefits and coordinate payroll processing., • Evaluate employee benefits offerings and provide recommendations that support recruitment, retention, and employee satisfaction., • Ensure compliance with employment laws, firm policies, and HR best practices., • Serve as a trusted resource for employees regarding workplace concerns, policy questions, and employee relations matters., • Conduct workplace investigations and assist with disciplinary processes when necessary., • Coordinate performance review processes and support department leaders in performance management activities., • Monitor employee engagement and support initiatives that strengthen morale, retention, and workplace culture., • Develop, maintain, and continuously improve onboarding and training resources to support successful integration and development of team members. Administrative Operations • Manage relationships with vendors, service providers, and operational partners., • Oversee office facilities, equipment, and administrative resources., • Coordinate technology vendors and assist with technology-related projects and issue resolution., • Maintain administrative policies, procedures, and documentation., • Maintain and organize firm policies, procedures, operational documentation, and training resources to promote consistency, compliance, and knowledge transfer., • Review and update employee handbook, workplace policies, and emergency preparedness documentation on a regular basis., • Assess facilities, technology, and administrative resource needs and provide recommendations to firm leadership that support operational effectiveness and organizational growth., • Monitor operational needs and identify opportunities for increased efficiency and effectiveness., • Support implementation of administrative improvements and operational best practices. Organizational Support & Coordination • Track and report operational metrics and key performance indicators., • Assist the Firm Owner with special projects and strategic initiatives., • Coordinate cross-functional administrative efforts and follow-up on action items., • Maintain visibility into operational challenges and emerging risks., • Escalate concerns, trends, and unresolved issues to firm leadership as appropriate., • Support continuity of operations during periods when the Firm Owner is unavailable. Problem Solving & Triage • Assess and coordinate responses to operational disruptions, employee concerns, technology issues, vendor problems, and other business challenges., • Serve as a resource for identifying practical solutions to organizational issues., • Facilitate communication among stakeholders to ensure timely resolution of problems., • Help ensure that issues are addressed before they negatively impact clients, staff, or firm operations. Successful candidates will demonstrate the ability to: • Build strong working relationships across the organization., • Recruit and retain high-quality team members., • Address issues proactively before they become larger problems., • Maintain effective administrative systems and processes., • Support a positive and professional workplace culture., • Coordinate resources and people effectively during periods of change, growth, or disruption., • Serve as a trusted advisor and problem-solver for the Firm Owner and team. This position reports directly to the Firm Owner. The position currently has no direct reports but may assume supervisory responsibility for administrative personnel as organizational needs evolve. Requirements • Bachelor's degree in business, management, human resources, or a related field and six (6) or more years of progressively responsible experience in business administration, human resources, office management, operations management, or a related leadership role; OR ten (10) or more years of directly relevant professional experience demonstrating success in business administration, human resources, office management, operations management, or organizational leadership., • Five (5) or more years of progressively responsible experience in business administration, office management, human resources, operations management, or a related leadership role., • At least three (3) years of experience with direct responsibility for recruiting, employee relations, and administrative operations., • Demonstrated success leading full-cycle recruiting efforts, including sourcing candidates, conducting interviews, evaluating applicants, making hiring recommendations, coordinating offers, and onboarding new team members., • Experience hiring across multiple positions, departments, or functional areas, including professional, administrative, and client-service roles., • Proven ability to assess talent, make sound hiring recommendations, and support workforce growth, restructuring, or succession planning efforts., • Experience managing sensitive employee relations matters, conducting workplace investigations, and participating in disciplinary processes while maintaining confidentiality and sound judgment., • Experience managing vendor relationships, negotiating service agreements, or overseeing operational service providers., • Demonstrated ability to independently assess business problems, identify root causes, and coordinate practical solutions involving multiple stakeholders., • Experience supporting organizations with at least 10 employees and coordinating activities across multiple functional areas., • Strong organizational, communication, and interpersonal skills, with the ability to navigate competing priorities and challenging situations professionally., • Ability to exercise sound judgment, maintain confidentiality, and build trust across all levels of an organization. Preferred • Seven (7) or more years of experience in business administration, operations, human resources, office management, or a related field., • Experience serving as the primary administrator, business manager, office manager, operations manager, HR manager, or similar leadership role within a growing organization., • Experience supporting a professional services organization such as a law firm, accounting firm, consulting practice, healthcare practice, or similar client-service business., • Experience advising owners, executives, or senior leaders on personnel, operational, or organizational matters., • Familiarity with payroll administration, employee benefits, employment law compliance, and HR best practices. Benefits • Flexible Friday Schedule for improved work-life balance., • Mission-driven work with a collaborative and supportive team., • Quarterly performance-based bonus opportunities., • Medical, dental, vision, and life insurance benefits., • 15 PTO Days., • 9 paid holidays., • Professional development opportunities., • SIMPLE IRA with 3% employer match immediately vested., • Meaningful opportunities to contribute to the continued growth and success of the firm. Brinkley Law Firm, LLC is an equal opportunity employer. We value diversity and encourage qualified candidates from all backgrounds to apply. To be considered, please submit a resume and cover letter. Compensation range is $120,000 - $150,000 (this includes base and bonus opportunities).

Job Description Overview Are you looking for a career you can feel good about? We hire only those that strive to do their best. By joining our family, you'll receive the honor and recognition that comes with working for the industry's global leader in evidenced based rehabilitation. Who We Are: GEO provides complementary, turnkey solutions for numerous government partners worldwide across a spectrum of diversified correctional and community reentry services. From the development of state-of-the-art facilities and the provision of management services and evidence-based rehabilitation to the post-release reintegration and supervision of individuals in the community, GEO offers fully diversified, cost-effective services that deliver enhanced quality and improved outcomes. Why Work for GEO: • We believe that work is more than a place you go to every day. It is about being inspired and motivated to achieve extraordinary things., • Employee benefits play an important role in making The GEO Group a great place to work. At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial. With comprehensive benefits and competitive wages, we trust that you will find all the resources you need here to be successful. Responsibilities Summary: The Case Processing Specialists assists ICE Personnel with immigration records management and document preparation. Works under the general direction of ICE field office personnel. Primary Duties and Responsibilities: • Process cases and perform all peripheral activities, immigration records management, and document preparation., • Prepare, review, and manage case files, ensuring accuracy and completeness in all documentation., • Ensure Alien Files (A-files) and ICE systems reflect a case status that is updated, accurate, and complete., • Accurately enters data into ICE systems, ensuring compliance with agency protocols and data integrity requirements., • Maintain and update electronic and paper-based case files, ensuring compliance with federal privacy laws, DHS policies, and federal data security requirements., • Retrieve, compile, and organize county, state, and federal court records, conviction documents, and supporting case materials from multiple databases, and other government sources., • Maintain up-to-date case status records, court scheduling details, and case tracking logs., • Generate case status reports and monitoring dashboards., • Assist with docket coordination with EOIR and USCIS. Coordinate with ICE officers to facilitate interviews, hearings, removals, and case updates., • Review appropriate paperwork for completeness and accuracy., • Ensure all administrative applications are reviewed, A-files are updated, and docket officers timely notified for appropriate law enforcement action., • Track compliance with release conditions and report violations, as applicable., • Assist ICE Office of Principal Legal Advisor (OPLA) in obtaining criminal history checks and other supporting documentation as needed prior to court., • Assist ICE personnel with scheduling and coordinating interviews between detainees and ICE officers, consulates, and legal representatives, as assigned., • Organize and prepare removal documents and coordinate with ICE personnel for scheduling removal and staging flights. Ensure all documentation is prepared and accurate., • Ensure aliens scheduled for removal have the necessary documentation in A-files per ICE instructions., • Ensure travel information, ICE Air scheduling and manifest(s) are completed, detention center release forms are prepared, and property inventories/receipts are ready on the scheduled time and day of departure., • Ensure detainees have the necessary legal paperwork, seven-day supply of medications, property, and valuables before transfer or removal., • Collect, review for completeness and accuracy, and file signed Form I-205 Warrant of Removal/Deportation departure verifications in A-file., • Ensure case is closed in ICE data systems and file is transferred to the National Record Center for storage., • Schedule interviews between detainees and ICE officers, consulates, and legal representatives as applicable., • Communicate with all detainees in the detainee’s primary language using translation device/services if needed., • Provide other logistical and administrative support for ICE personnel as assigned., • Provide surge support after hours, including expanded breadth and depth of tasks, as required., • Perform other duties as assigned. Qualifications Minimum Requirements: • Associate’s degree from an accredited institution or one (1) year of directly related industry experience required., • Experience and/or training related to reviewing law enforcement documentation such detention files, custodial records, or immigration case files including A-files and DHS databases, or previous experience conducting interviews for immigration or detention related purposes required., • Bachelor’s degree in a related discipline is preferred., • Knowledge of program objectives, policies, procedures, and requirements related to immigration case processing., • Proficient with general PC application software products (Microsoft Office suite)., • Ability to exercise initiative, judgment, and knowledge in the performance of complex, confidential, and sometimes difficult duties. GEO Secured Services

Experienced Advisors — Build Your Practice Your Way You’ve already built a successful practice. The next chapter should give you more control, more support, and more room to grow — without starting over. At Prudential Wealth Advisors, you can build under your own brand or operate under the Prudential name. Either way, you keep the relationships you’ve earned and gain a platform for real financial planning, investments, insurance and more! What you get: • Flexible branding — your identity, Prudential’s, or a hybrid, • A robust leads program and practice-building support so you’re not hunting every opportunity alone, • Dedicated transition support so the move is planned, funded, and as seamless as possible for you and your clients, • Open-architecture solutions, competitive payouts, and a full product platform, • Cash Balance Pension Plan, PESP 401(k), Deferred Comp, and medical/dental/vision Making a move is a big decision. We treat it that way — with confidential conversations, transition packages, and a team that helps you land, not just join. If you want more than another grid, let’s talk.

About Beacon Pointe Advisors Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more. Job Description We are looking for motivated Wealth Advisors to join Beacon Pointe in various locations across the country. This is an opportunity to join a nationally recognized RIA that provides the resources and support to allow advisors to focus their time on what drives growth. This role is designed for advisors with an established foundation of client relationships and the drive to build a larger book of business over the next few years. What We Provide • An established and respected national brand, • Sophisticated investment and financial planning resources, • Dedicated marketing and business development support, • Professional client service and onboarding teams, • A collaborative environment focused on advisor success and client outcomes, • Access to leading custodian retail referral programs Responsibilities • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience, • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve, • Collaborate with internal specialists to deliver integrated solutions, • Identify and pursue new business opportunities through referrals, networking, and strategic outreach Qualifications • 3+ years of experience as a Financial Advisor or Wealth Advisor, • Proven track record of client acquisition and asset growth, you know how to build relationships and are comfortable generating new business, • Financial planning experience, CFP® highly preferred, • Client-first, fiduciary mindset, • FINRA registrations or advisory licenses, or the ability to obtain them, • Background in a wirehouse, independent broker-dealer, bank, or RIA environment, • Bachelor’s degree in Finance, Business, Economics, or related field preferred

Job DescriptionDescription: SeamonWhiteside is seeking an experienced, entrepreneurial, and technically strong professional to serve as the North Carolina Regional Natural Resources Team Leader. This role will lead the growth, delivery, and quality of SW+ stormwater, stream restoration, floodplain management, and green infrastructure services across North Carolina, including watershed planning, stormwater control measures, drainage improvements, hydrologic and hydraulic modeling, FEMA flood studies, flood mitigation, stream stabilization and restoration, nature-based solutions, permitting, and related public and private sector infrastructure services. The ideal candidate is a proven water resources leader with strong technical judgment, client relationship skills, business development experience, and the ability to mentor and grow a high-performing regional team. This position will be accountable for building market presence, developing client relationships, managing project delivery, supporting team development, and advancing SW+ standards, culture, and profitability within the North Carolina stormwater, stream restoration, floodplain management, and green infrastructure practice. About Us Since the company’s beginning in 1985, we’ve blended the disciplines of civil engineering and landscape architecture from concept to completion to create places of legacy and inspiration for our clients, community, and family. There is a big difference in how engineers and landscape architects visualize a project. At SW+ we approach every plan from both points of view, working together to create a successfully integrated venture. In our world, that’s a good thing. With the goal of being the best design firm in the region, the SW+ leadership team continues to attract the brightest talent, each with a unique expertise in one of the many facets of land design. SW+ has a diverse portfolio at a variety of scales in both the public and private sector including mixed-use commercial developments, urban and suburban multifamily, healthcare, office, high end resort and parks and recreation projects. With over 250+ employees, and offices in Mount Pleasant, Greenville, Summerville, Spartanburg, and Columbia, SC as well as Charlotte and Raleigh, Asheville, NC. SW+ inspires employees to stand behind its tagline, "Elevating the site design experience." Company culture is at the core of who we are. SW+ offers a mentorship program and other professional growth opportunities. In addition, company sponsored events, such as golf tournaments, sports teams, and happy hours, along with philanthropic endeavors provide opportunities throughout the year to lift morale and strengthen bonds between coworkers. Essential Job Functions • Lead and grow SW+ stormwater, stream restoration, floodplain management, and green infrastructure services across North Carolina, with emphasis on client service, technical excellence, quality control, team development, and profitable project delivery., • Develop and maintain relationships with municipal, county, state, institutional, and private sector clients, as well as strategic partners, regulatory agencies, and teaming firms., • Identify, pursue, and support new business opportunities, including proposals, scopes, fee development, interviews, and client presentations., • Serve as principal-in-charge, senior project manager, or technical advisor for stormwater, stream restoration, flood mitigation, and green infrastructure projects, as appropriate., • Oversee planning, design, permitting, bidding, and construction-phase services for stormwater control measures, drainage systems, watershed improvements, stream restoration and stabilization, floodplain modifications, flood mitigation projects, and nature-based infrastructure., • Lead or support hydrologic and hydraulic analyses, 1D and 2D modeling, watershed studies, floodplain mapping, scour assessments, stormwater retrofit evaluations, BMP design, and resilience-focused planning efforts., • Support green infrastructure and low-impact development strategies, including bioretention, bioswales, constructed wetlands, permeable pavement, regenerative stormwater conveyance, infiltration practices, and water quality retrofits., • Coordinate with SW+ civil engineering, landscape architecture, planning, surveying, and construction administration teams to deliver integrated site design and community resilience solutions., • Mentor project managers, engineers, designers, and emerging leaders; support recruiting, onboarding, training, career development, and performance feedback., • Promote consistent use of SW+ standards, tools, workflows, quality processes, and project management practices., • Monitor team workload, staffing needs, project financial performance, schedules, risk, regulatory requirements, and client satisfaction., • Represent SW+ in professional organizations, conferences, community engagement efforts, and industry events across North Carolina.Requirements:, • Education: Bachelor’s degree in civil engineering, Environmental Engineering, Biosystems Engineering, Water Resources Engineering, Biological and Agricultural Engineering, or a closely related field., • Professional Engineer (PE) license, preferably in North Carolina, or ability to obtain North Carolina licensure within an agreed timeframe., • 10 or more years of progressively responsible stormwater, water resources, stream restoration, floodplain management, or green infrastructure experience, preferably with a consulting engineering, municipal stormwater, or infrastructure design firm., • Demonstrated experience leading projects, managing clients, developing scopes and budgets, and delivering quality technical work., • Strong understanding of North Carolina stormwater regulations, erosion and sediment control, post-construction stormwater management, riparian buffers, floodplain management, environmental permitting, and applicable state and federal requirements., • Experience with stormwater control measures, hydrologic and hydraulic modeling, watershed studies, flood mitigation, stream stabilization, stream restoration, or green infrastructure design., • Experience mentoring technical staff and coordinating multidisciplinary project teams., • Excellent written, verbal, organizational, and client-facing communication skills., • Ability to balance technical leadership, business development, project management, and team leadership responsibilities. Desired Skills • Master’s degree in civil, environmental, biological and agricultural, water resources, or related engineering discipline., • Certified Floodplain Manager (CFM), Envision Sustainability Professional, Certified Professional in Erosion and Sediment Control (CPESC), or similar credential., • Existing relationships with North Carolina municipalities, counties, stormwater utilities, state agencies, developers, higher education institutions, watershed groups, or resilience-focused funding partners., • Experience with FEMA flood studies, stormwater master planning, drainage capital improvement planning, watershed planning, stream and wetland restoration, stormwater retrofits, water quality improvements, flood mitigation, or nature-based solutions., • Familiarity with common stormwater and water resources modeling and design tools such as HEC-RAS, HEC-HMS, SWMM, GIS platforms, HydroCAD, Civil 3D, or similar applications., • Experience building or scaling a service line, regional practice, or technical team. Working Environment • General office environment: Works generally at a desk in a well-lit, air-conditioned cubicle/office, with moderate noise levels., • Fast-paced, collaborative studio environment within a multidisciplinary firm. Physical Demands • Activities require a significant amount of sitting at a desk and in front of a computer monitor., • Occasional travel to project sites, client meetings, or agency offices. SW+ Benefits • 10 Company paid Holidays, • 100% Company paid Dental, STD, LTD, and Term Life Insurance, • Monthly Cell Phone Reimbursement, • Paid Time Off (PTO), • Medical, Vision, Voluntary Term Life, Accidental, Critical Illness, Allstate Term to 100 Life Insurance, and Nationwide Pet Insurance, • 401K with employer match, • Health Savings Account (HSA)/ Flexible Spending Account (FSA), • Wellness Program, • Work/Life Balance For more information on our company and benefits, please visit our website at www.Seamonwhiteside.com Note: This job description is intended to describe the general nature and level of work performed by employees assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Employees may be required to perform other job-related duties as assigned to meet the ongoing needs of the organization.

Financial Advisors at Northwestern Mutual - Charleston help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Advisor: • Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends., • Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans., • Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations., • Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. Compensation & Benefits • Commission structure to support early development., • Renewable income, • Bonus programs and expense allowances, • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more, • Retirement Package and Pension Plan, • Medical, Dental, Vision, Life Insurance and Disability Income Insurance, • Family Planning You could be right for this opportunity if you have: • 4-year degree; or equivalent professional work experience, • Entrepreneurial ambitions, • History of success in sales, athletics, military, client services, or client-facing roles, • Excellent time-management skills, • Desire for continuous learning, • Legal authorization to work in the US without sponsorship. Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes! Why join Northwestern Mutual: • #109, Fortune 500 company, • Forbes' Best Employers for Diversity, • Top 5 US Independent Broker-Dealers, • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index, • $700 billion (retail investment client assets held or managed)

Job Description Sands Investment Group (SIG) is hiring a high-performing Senior Commercial Real Estate Advisor to join our team. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business This is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow. Top performers are earning 300K-1M+ annually. Why Join SIG? -National Platform with $10.1 billion in closed transactions -Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers -One-on-one mentorship with Managing Directors and senior producers -Access to $1.5 billion in inventory What You'll Do -Drive lead generation and nurture relationships with investors and property owners -Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings -Collaborate with your team and marketing staff to bring deals to market -Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities -Own key accounts and client relationships within your product specialization Who Are You -5+ Years in commercial real estate, or investment sales -Proven closer or producer looking for a stronger platform -Licensed Real Estate Agent or actively pursuing licensing -Comfortable with CRM systems, data tools, and financial analysis -A culture fit: Collaborative, Coachable, Communicative, and Consistent Compensation -100% commission-based role, no cap on earnings -Senior Advisors earn 150K-300K with top performers exceeding 500K+ -Includes access to SIG's national inventory, CRM, marketing systems, and training Office Location Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia

Job DescriptionDescription: SeamonWhiteside is seeking an experienced, entrepreneurial, and technically strong professional to serve as the North Carolina Regional Water Team Leader. This role will lead the growth, delivery, and quality of SW+ drinking water and wastewater services across North Carolina, including water distribution, wastewater collection, pump stations, force mains, utility planning, rehabilitation, capacity evaluations, permitting, funding support, and related public and private sector infrastructure services. The ideal candidate is a proven water and wastewater leader with strong technical judgment, client relationship skills, business development experience, and the ability to mentor and grow a high-performing regional team. This position will be accountable for building market presence, developing utility-focused client relationships, managing project delivery, supporting team development, and advancing SW+ standards, culture, and profitability within the North Carolina drinking water and wastewater practice. About Us Since the company’s beginning in 1985, we’ve blended the disciplines of civil engineering and landscape architecture from concept to completion to create places of legacy and inspiration for our clients, community, and family. There is a big difference in how engineers and landscape architects visualize a project. At SW+ we approach every plan from both points of view, working together to create a successfully integrated venture. In our world, that’s a good thing. With the goal of being the best design firm in the region, the SW+ leadership team continues to attract the brightest talent, each with a unique expertise in one of the many facets of land design. SW+ has a diverse portfolio at a variety of scales in both the public and private sector including mixed-use commercial developments, urban and suburban multifamily, healthcare, office, high end resort and parks and recreation projects. With over 250+ employees, and offices in Mount Pleasant, Greenville, Summerville, Spartanburg, and Columbia, SC as well as Charlotte, Raleigh, and Asheville, NC. SW+ inspires employees to stand behind its tagline, "Elevating the site design experience." Company culture is at the core of who we are. SW+ offers a mentorship program and other professional growth opportunities. In addition, company sponsored events, such as golf tournaments, sports teams, and happy hours, along with philanthropic endeavors provide opportunities throughout the year to lift morale and strengthen bonds between coworkers. Key Responsibilities • Lead and grow SW+ drinking water and wastewater services across North Carolina, with emphasis on client service, technical excellence, quality control, team development, and profitable project delivery., • Develop and maintain relationships with municipal, county, state, institutional, and private sector clients, as well as strategic partners and teaming firms., • Identify, pursue, and support new business opportunities, including proposals, scopes, fee development, interviews, and client presentations., • Serve as principal-in-charge, senior project manager, or technical advisor for drinking water and wastewater infrastructure projects, as appropriate., • Oversee planning, design, permitting, bidding, and construction-phase services for water distribution systems, wastewater collection systems, pump stations, force mains, utility relocations, rehabilitation projects, and related treatment or conveyance improvements., • Support utility master planning, condition assessments, hydraulic modeling, inflow and infiltration evaluations, capacity studies, asset management, capital improvement planning, and funding or grant application efforts., • Coordinate with SW+ civil engineering, landscape architecture, planning, surveying, and construction administration teams to deliver integrated site design solutions., • Mentor project managers, engineers, designers, and emerging leaders; support recruiting, onboarding, training, career development, and performance feedback., • Promote consistent use of SW+ standards, tools, workflows, quality processes, and project management practices., • Monitor team workload, staffing needs, project financial performance, schedules, risk, and client satisfaction., • Represent SW+ in professional organizations, conferences, community engagement efforts, and industry events across North Carolina.Requirements:, • Bachelor’s degree in Civil Engineering, Environmental Engineering, Biosystems Engineering, Water Resources Engineering, or a closely related field., • Professional Engineer (PE) license, preferably in North Carolina, or ability to obtain North Carolina licensure within an agreed timeframe., • 10 or more years of progressively responsible drinking water and wastewater engineering experience, preferably with a consulting engineering, municipal utility, or infrastructure design firm., • Demonstrated experience leading projects, managing clients, developing scopes and budgets, and delivering quality technical work., • Strong understanding of North Carolina drinking water, wastewater, utility permitting, public infrastructure funding, and applicable state and federal regulatory requirements., • Experience mentoring technical staff and coordinating multidisciplinary project teams., • Excellent written, verbal, organizational, and client-facing communication skills., • Ability to balance technical leadership, business development, project management, and team leadership responsibilities. Desired Skills • Master’s degree in civil, environmental, water resources, or related engineering discipline., • Existing relationships with North Carolina municipalities, counties, public utilities, state agencies, developers, higher education institutions, or infrastructure funding partners., • Experience with water and wastewater master planning, utility asset management, distribution and collection system modeling, pump station design, force mains, treatment facility support, utility rehabilitation, inflow and infiltration reduction, or capital improvement planning., • Familiarity with common utility planning, modeling, and design tools such as GIS platforms, WaterCAD, SewerCAD, InfoWater, InfoWorks ICM, Civil 3D, hydraulic modeling software, or similar applications., • Experience building or scaling a service line, regional practice, or technical team. Working Environment • General office environment: Works generally at a desk in a well-lit, air-conditioned cubicle/office, with moderate noise levels, • Fast-paced, collaborative studio environment within a multidisciplinary firm Physical Demands • Activities require a significant amount of sitting at a desk and in front of a computer monitor., • Occasional travel to project sites, client meetings, or agency offices. SW+ Benefits • 10 Company paid Holidays, • 100% Company paid Dental, STD, LTD, and Term Life Insurance, • Monthly Cell Phone Reimbursement, • Paid Time Off (PTO), • Medical, Vision, Voluntary Term Life, Accidental, Critical Illness, Allstate Term to 100 Life Insurance, and Nationwide Pet Insurance, • 401K with employer match, • Health Savings Account (HSA)/ Flexible Spending Account (FSA), • Wellness Program, • Work/Life Balance For more information on our company and benefits, please visit our website at www.Seamonwhiteside.com Note: This job description is intended to describe the general nature and level of work performed by employees assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Employees may be required to perform other job-related duties as assigned to meet the ongoing needs of the organization.

Job Description Thank you for your interest in joining the Coastal Community Foundation team. Coastal Community Foundation of South Carolina, a 501(c)(3) nonprofit organization, is an Equal Opportunity Employer with offices in North Charleston and Beaufort, as well as four affiliate foundations. We serve all nine counties on South Carolina’s coast: Beaufort, Berkeley, Charleston, Colleton, Dorchester, Georgetown, Hampton, Horry and Jasper counties. Established in 1974, Coastal Community Foundation works to create vibrant communities by identifying the challenges facing the region and bringing together resources to address them. Coastal Community Foundation is the largest community foundation in South Carolina, managing more than 700 charitable funds established by individuals, families and organizations and awarding tens of millions of dollars in grants and scholarships each year. Financial resources are among the many tools we employ in our effort to create vibrant communities. Throughout our history we have served as conveners to bring residents and leaders together to facilitate solutions to community-wide challenges such as housing affordability, economic mobility, quality education and physical and mental well-being. We also have a long history of helping nonprofits build their capacity, and incubating grassroots causes to provide them with structural support, so they grow into fully operational organizations. Why work for us? When you join Coastal Community Foundation, you join a dedicated staff and Board of Directors who have earned the trust of donors and grantees alike, helping them advance positive outcomes in the communities they seek to serve and adapting to their evolving needs so that our region thrives together. We take that same approach and dedication to supporting our staff members to ensure their success at work and outside of the work environment. We offer a competitive salary and a full benefits package, including Paid Time Off, Holidays, Insurance (health, dental, vision, life, disability), 401(k), and professional training and development opportunities. Diversity, Equity & Inclusion Statement Inclusion with equity is one of our four core values at Coastal Community Foundation, so we not only work to recruit diverse candidates, we work to ensure our team members have all the tools they need to be successful. Our purpose is most effectively fulfilled through proactively supporting the values of equity, inclusion, and diversity. Diversity may be measured by, but is not limited to, differences in age, ethnicity, race, gender identity, sexual orientation, economic circumstance, class, religion, disability, geography, and profession. We acknowledge and respect the many differences that comprise thriving communities and seek diversity in our staff to ensure that a range of perspectives, opinions and experiences are recognized and acted upon in achieving our purpose. It is our intention to promote a fully equitable philanthropic sector that justly represents and serves all our constituencies. Therefore, we strongly encourage applications from candidates of color, of LGBTQ+ identity and of other historically marginalized communities. About this position The Senior Director of Growth & Gift and Estate Planning is a senior philanthropy leadership position on the CCF Philanthropy Team responsible for driving growth in charitable assets, expanding philanthropic capital, increasing estate gift commitments, and strengthening professional advisor engagement across Coastal Community Foundation's service area. Under the supervision of the VP of Philanthropy and serving as the Foundation's primary internal resource for charitable gift planning and growth strategy, this position develops and executes initiatives that attract new donors, creates new philanthropic funds, grows legacy commitments, and advances organizational fundraising priorities. The role serves as a strategic partner to the philanthropic advising team, the donor experience team, the philanthropic operations team, Foundation leadership and supporting organizations by providing expertise in charitable gift planning, complex gift strategies, and philanthropic growth opportunities. The Senior Director leads the Foundation's Professional Advisor Collaborative and serves as a key ambassador to attorneys, CPAs, financial advisors, wealth managers, trust officers, estate planning professionals and family offices throughout Coastal South Carolina. The position is responsible for expanding charitable planning awareness, generating referrals, increasing planned giving activity, and building long-term philanthropic partnerships that support community impact. This position collaborates closely with relationship managers across the philanthropy team. While the role may manage select strategic professional advisor relationships, responsibility for ongoing donor relationship management will remain with assigned Philanthropic Advisors or other designated relationship managers. The Senior Director serves as a planning strategist, growth partner, and gift planning subject matter expert in support of donor and Foundation objectives. Essential Functions Growth & Fund Development • Develop and implement strategies to increase charitable assets, philanthropic capital, and community impact., • Lead initiatives focused on new donor acquisition, new fund development, estate commitments, and growth opportunities., • Identify, cultivate, solicit, and steward major and planned gift prospects., • Build and manage a robust pipeline of current and deferred gift opportunities., • Support campaign planning, prospect strategy, and major gift development for Foundation fundraising priorities, including special initiatives and growth campaigns., • Collaborate with Philanthropy leadership to establish growth goals, performance metrics, and fundraising strategies., • Monitor key growth indicators including new funds established, charitable assets secured, planned gift commitments, donor acquisition, and campaign activity. Gift & Estate Planning Leadership • Serve as the Foundation's primary internal resource for charitable gift planning, planned giving best practices, and tax-efficient charitable giving strategies by providing ongoing technical guidance, training, and consultation to Foundation staff and supporting organizations., • Advise donors, prospects, Philanthropic Officers, and professional advisors regarding charitable planning opportunities., • Provide expertise involving: Bequests and estate gifts; Charitable remainder trusts; Charitable lead trusts; Beneficiary designations; Retirement assets; Life insurance gifts; Real estate gifts; Closely held business interests; Non-cash and complex assets, • Collaborate with donors' legal, tax, and financial advisors to develop charitable solutions that align philanthropic and financial objectives., • Partner with Operations, Finance, Legal counsel, and Philanthropy colleagues to ensure effective implementation and administration of complex gifts., • Support development of gift acceptance procedures, planned giving resources, estate gift documentation, and related policies., • Serve as an internal consultant and strategic resource to relationship managers on planned and blended gift opportunities. Professional Advisor Engagement & Collaborative Leadership • Develop and lead the Foundation's Professional Advisor Collaborative., • Create and implement a comprehensive strategy for engagement of attorneys, CPAs, CFPs, trust officers, financial advisors, and wealth management professionals., • Establish an advisor council that serves as both a strategic partner and ambassador network for the Foundation., • Build relationships with advisors throughout the CCF footprint and across Coastal South Carolina., • Position the Foundation as a premier charitable planning resource for professional advisors and their clients., • Develop referral strategies that generate new funds, charitable gifts, estate commitments, and philanthropic partnerships., • Recruit, engage, and steward advisor ambassadors and volunteers. Advisor Education & Thought Leadership • Design and execute an annual professional advisor education plan., • Lead seminars, workshops, webinars, and continuing education opportunities focused on charitable planning and philanthropy., • Develop charitable planning resources, publications, case studies, and thought leadership content., • Partner with professional associations, community organizations, and educational institutions to expand advisor engagement., • Serve as a Foundation spokesperson on charitable gift planning, legacy giving, and philanthropic strategies., • Provide ongoing planned giving education and training for CCF staff and supporting organization leadership to strengthen charitable planning knowledge, donor engagement, and gift development capabilities across the Foundation network., • Develop and deliver regular charitable planning and philanthropic strategy updates, including changes in federal and state tax laws, estate planning regulations, and charitable giving incentives relevant to donors, professional advisors, CCF staff, and supporting organizations. Strategic Collaboration & Leadership • Serve as a member of the Philanthropy Leadership Team., • Collaborate closely with: Director of Philanthropic Advising; Director of Donor Experience & Engagement; Senior Director of Philanthropic Operations; Philanthropic Advisors; Marketing & Communications Team; Finance and Compliance Staff, • Contribute to strategic planning, campaign development, growth initiatives, and organizational priorities., • Help define and strengthen systems that support prospect identification, gift planning integration, advisor engagement, stewardship, and donor growth strategies., • Represent the Foundation at community, philanthropic, and professional events. Travel & Community Engagement • Maintain a regular presence throughout Coastal Community Foundation's nine-county service area to cultivate donor, advisor, and community relationships; represent the Foundation at meetings, events, presentations, and networking opportunities; and support growth, fundraising, and philanthropic engagement initiatives across the region. Qualifications Required • Bachelor's degree required., • Minimum of ten years of experience in charitable gift planning, major gifts, philanthropy, financial planning, estate planning, wealth management, or related fields., • Demonstrated success securing major gifts and planned gifts., • Experience working with attorneys, CPAs, wealth advisors, trust officers, and other professional advisors., • Strong knowledge of charitable planning vehicles and philanthropic strategies., • Excellent relationship-building, networking, communication, and presentation skills., • Ability to lead multiple strategic initiatives simultaneously. Preferred • JD, MBA, CFP®, CPA, CAP®, CFRE, or related advanced credentials., • Community foundation experience., • Knowledge of charitable tax law, estate planning strategies, and complex gift administration., • Experience building advisor networks and educational programs., • Familiarity with donor CRM, fundraising analytics, and planned giving technology tools. Success Measures Success in this role will be measured by: • Growth in charitable assets and philanthropic capital., • New donor acquisition and fund development., • Estate gift commitments and documented legacy intentions., • Growth and engagement of the Professional Advisor Collaborative., • Number and quality of advisor relationships and referrals., • Planned giving pipeline development and conversion., • Major and planned gift fundraising results., • Campaign prospect development and major gift support., • Advisor education participation and impact., • Advancement of Coastal Community Foundation's long-term growth objectives and community impact goals.

About Auris Auris is the payroll and HR partner built for small and medium-sized businesses who can’t afford to get it wrong. Trusted by over 50,000 businesses nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor, you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Salesforce, upselling current clients on other Auris products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Salesforce., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.

Job Description Company Overview At Executive Financial Partners, we believe in hard work, integrity, and building a career that matters. Our mission is to equip individuals with the training and resources to succeed while making a real difference in the lives of families, employees, and business owners. We encourage a culture rooted in responsibility, growth, and servicewhere personal success goes hand in hand with serving others. Role Summary We're seeking dependable, goal-oriented individuals who are ready to build a respected career in supplemental health insurance. This entry-level opportunity is ideal for those who take pride in helping others, thrive in fast-paced environments, and are committed to personal and professional development. Position Overview As a licensed insurance representative, you'll provide supplemental health insurance solutions that protect individuals and businesses when they need it most. You'll meet with clients face-to-face, explain plan options, and ensure they feel confident in their coverage. From day one, you'll have access to structured training, ongoing mentorship, and the support needed to succeed in the field. Core Responsibilities: Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices. Deliver engaging group presentations that clearly communicate the value and impact of our products. Build long-term relationships with clients through exceptional service, follow-up, and policy reviews. Manage and grow your own book of business, becoming a trusted advisor in your territory. Use Salesforce CRM to generate leads, manage clients, and grow your network. Qualifications Ability to pass a pre-employment background check Valid driver's license and reliable transportation Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided) Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered) Compensation & Growth 1099 independent contractor role (self-employed, not a W-2 employee) 100% commission-based compensation with uncapped earnings Optional weekly draw available Monthly cash bonuses and quarterly stock bonuses Incentive trips and vested renewal commissions Performance-based promotions Schedule flexibility based on resultsnot hours Ongoing sales training and leadership development Apply nowto join a team that rewards effort, values growth, and invests in its people. www.efpartnersllc.com

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

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

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

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

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

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

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

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

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

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

About Us \n Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm – one of the largest independently owned businesses of its kind in the Mid-Atlantic region. \n With locations across the country and a solid history of helping clients protect and build wealth for over forty years, FFG's mission is to help our clients live great financial lives. \n \n The Opportunity \n As a Financial Advisor at First Financial Group, you will play a pivotal role in guiding clients through their financial journey. You will be provided with comprehensive training and support, allowing you to build a rewarding career while helping clients achieve their financial goals. \n \n Job Responsibilities \n\n • Develop and maintain strong relationships with clients to understand their financial needs and goals.\n, • Provide personalized financial planning and investment advice tailored to clients' objectives\n, • Analyze financial data and market trends to create effective strategies for wealth management.\n, • Educate clients on insurance products, investment options, and retirement planning.\n, • Continuously expand your knowledge and skills through ongoing training and professional development.\n\n \n Desired Qualifications \n\n • Bachelor's degree in Finance, Business, or a related field.\n, • Strong interpersonal and communication skills.\n, • Motivated and self-driven with a passion for helping others.\n, • Ability to work independently as well as part of a team.\n, • Relevant certifications (Life and Health license, Series 7, Series 66) or willingness to obtain them.\n\n \n Nice-to-Haves \n\n • Previous experience in sales or customer service roles.\n, • Understanding of financial products and services.\n, • Active involvement in community service or professional organizations.\n, • Experience with financial planning software.\n\n \n Compensation \n This is a performance based career. Compensation packages will be based off experience if you are currently a licensed Financial Advisor. Entry level roles are commission based where first year earnings are typically from $78,000 to $150,000 per year \n

Location: Mount Pleasant / Charleston, South Carolina \n Compensation: $100,000–$200,000 + quarterly bonus opportunities \n \n About Abich Financial Services \n Abich Financial Services is a growing financial planning firm dedicated to helping families retire with dignity and confidence. Headquartered in Northern Virginia, we take a comprehensive approach to retirement planning, bringing together income, investments, tax strategies, and legacy planning to help our clients feel prepared for what's ahead. \n \n Since our founding in Virginia, we've built a strong reputation for both growth and client service. Our firm has been recognized as a Best of Loudoun winner for eight consecutive years, named to the Inc. 5000 list of fastest-growing private companies four times, and has earned Great Place to Work Certification for two consecutive years. \n \n Now, we're bringing that experience to South Carolina with the opening of our brand-new office in Mount Pleasant, serving the greater Charleston area. As we grow our presence in the Lowcountry, our goal is simple: to help more families relax into retirement with a plan and team they trust. \n \n We're looking for an experienced Financial Advisor who is excited by the opportunity to help establish our presence in a new market and grow alongside the firm. \n \n About the Role \n This is a client-facing, sales-focused Financial Advisor role for someone who is confident building relationships, guiding prospective clients through the financial planning process, and converting opportunities into long-term client relationships. \n \n As one of the first team members based in our new Mount Pleasant office, this person will need to be highly autonomous, resourceful, and comfortable operating independently while the local team grows. You'll have the support and resources of our established Virginia team, but we're looking for someone who doesn't need a fully built office around them to create momentum. \n \n What You'll Do \n\n • Serve as a primary point of contact for prospective and existing clients, providing personalized financial guidance based on their individual needs and retirement goals.\n, • Lead prospective clients through the financial planning and sales process, building trust and helping them determine whether Abich is the right fit for their retirement needs.\n, • Manage client assets and provide ongoing portfolio management and investment guidance.\n, • Recommend appropriate insurance and annuity solutions as part of a comprehensive retirement strategy.\n, • Partner with our Planning, Service, and Operations teams to develop and implement comprehensive financial plans.\n, • Build strong, long-term relationships with clients and deliver the high-touch, white-glove experience our firm is known for.\n, • Help establish and grow Abich Financial Services' presence in the Charleston/Mount Pleasant market.\n, • Represent the firm at educational events, client events, workshops, and other community or business-development opportunities.\n, • Stay current on industry trends, regulations, and planning strategies while maintaining all required compliance standards.\n\n \n What We're Looking For \n\n • Series 65 license required.\n, • Life & Annuity license required.\n, • CFP® designation preferred.\n, • 5+ years of relevant financial services experience, including insurance/annuity sales and asset management.\n, • Bachelor's degree required.\n, • Demonstrated ability to build relationships, develop trust, and successfully guide prospective clients through a sales process.\n, • Strong communication, presentation, and interpersonal skills.\n, • High level of ownership, initiative, and follow-through.\n, • A self-starter who is comfortable working autonomously and making decisions without requiring significant day-to-day oversight.\n, • Comfortable being an early member of a growing office and helping create structure as the Charleston team expands.\n, • Strong judgment, problem-solving skills, and attention to detail.\n, • Ability to collaborate effectively with teammates working across locations.\n, • High ethical standards and a commitment to acting in the best interests of clients.\n\n \n What We Offer \n Along with competitive compensation and quarterly bonus opportunities, Abich Financial Services offers benefits designed to support our team both personally and professionally: \n\n • 401(k) with up to a 4% employer match\n, • 15 days of paid time off plus 10 paid holidays\n, • Medical, dental, and vision insurance\n, • HSA and FSA options\n, • Company-paid life and disability insurance\n, • Paid parental leave\n, • Mental health resources and Employee Assistance Program (EAP)\n, • Reimbursement for job-related continuing education\n\n \n This is an opportunity to join a growing firm at an exciting stage of expansion. The right person will have the opportunity to play a meaningful role in establishing our Mount Pleasant office, growing our presence in the Charleston market, and helping build the local team over time. \n you're an experienced Financial Advisor who enjoys building relationships, creating momentum, and taking ownership of your work, we'd love to hear from you.

Client Service & Operations Coordinator \n \n Charleston, SC | Full-Time | Primarily In Office \n \n Help Build an Exceptional Client Experience \n At ArisGarde, we believe exceptional planning deserves an exceptional client experience. \n Every interaction matters. \n Whether it's welcoming a client into our office, coordinating a complex account transfer, preparing for an important planning meeting, or ensuring every follow-up is completed flawlessly, the details matter. That's where you come in. \n We're looking for someone who genuinely enjoys creating order, anticipating needs, solving problems, and helping clients and teammates succeed. \n This isn't simply an administrative position. \n You'll become a central part of a growing wealth planning firm in the Lowcountry, helping create the operational foundation that allows our advisors to deliver exceptional financial planning and an outstanding client experience. \n If you're someone who takes ownership, values excellence, enjoys serving others, and wants to grow with an expanding firm, we'd love to meet you. \n \n About ArisGarde \n ArisGarde is an independent wealth planning firm headquartered in Charleston, South Carolina. \n Our mission is to help our clients Win the Game of Life by achieving financial independence—personally, professionally, and philanthropically. \n We work with successful physicians, business owners, and families throughout the Lowcountry and across the country, helping them navigate life's most important financial decisions through comprehensive financial planning. \n As ArisGarde continues to grow, we're investing in exceptional people who share our commitment to professionalism, integrity, and client service. \n \n About the Role \n You'll work directly alongside the firm's Founder and team, becoming an important part of the operational heartbeat of the office. \n This role combines client service, wealth management operations, advisor support, and workflow coordination. \n You'll take ownership of many of the responsibilities that keep a boutique wealth planning firm running smoothly—from interacting with clients and coordinating meetings to processing account paperwork, maintaining client records, and helping quarterback the firm's systems, workflows, and client commitments. \n We're looking for someone who already understands the fundamentals of wealth management and financial services operations. You don't need to have experience with every process or type of transaction we handle. We'll teach you our systems, procedures, and approach to serving clients. What we're looking for is an existing industry foundation that allows you to build on that knowledge rather than learn wealth management from the beginning. \n This is also a role with room to grow. As you demonstrate your capabilities and ArisGarde continues to expand, you'll have the opportunity to take increasing ownership of client service, firm operations, process improvement, and other areas where your strengths can contribute to the firm's continued growth. \n This is primarily an in-office position in downtown Charleston. After an initial period of onboarding and integration with the team, there may be flexibility for a regular remote day as appropriate. \n \n Key Responsibilities- \n \n Client Experience \n\n • Welcome clients and visitors with professionalism and warmth.\n, • Deliver a white-glove client experience through proactive communication and responsiveness.\n, • Answer incoming calls and assist clients with service requests.\n, • Coordinate client meetings, confirmations, and follow-up.\n, • Prepare meeting materials and ensure advisors are fully prepared.\n\n Client Service & Operations \n\n • Process new account openings, transfers, beneficiary updates, account maintenance, and other service requests for new and existing accounts.\n, • Coordinate with custodians, insurance companies, and strategic partners.\n, • Maintain accurate client records and documentation within our CRM.\n, • Help maintain accountability for firm workflows by ensuring client commitments, meeting action items, and internal tasks are completed consistently and on time.\n, • Coordinate insurance applications, underwriting requirements, policy delivery, and ongoing service.\n, • Support advisors by helping keep projects moving forward and ensuring nothing falls through the cracks.\n\n Office Operations \n\n • Help maintain an organized, welcoming, and professional office environment.\n, • Coordinate mail, supplies, incoming documents, and general office administration.\n, • Assist with client appreciation events and educational workshops.\n, • Support continuous improvement of office procedures and operational efficiency.\n\n \n You'll Enjoy This Role If... \n \n This role is likely a great fit for you if you naturally find yourself saying: \n\n • "I'll take care of it."\n, • "I noticed this needed to be done."\n, • "There's probably a better way to do this."\n, • "Let me make sure nothing falls through the cracks."\n\n \n You'll thrive in this role if you: \n\n • Take genuine pride in delivering an exceptional client experience.\n, • Believe every client interaction is an opportunity to build and strengthen relationships.\n, • Enjoy creating order, improving processes, and helping a team operate at its highest level.\n, • Naturally anticipate needs before someone has to ask.\n, • Hold yourself to a high standard and believe excellence is found in the details.\n, • Bring a positive attitude and enjoy serving others with professionalism and a smile.\n, • Are dependable, organized, and follow through on commitments.\n, • Already understand the fundamentals of wealth management operations, including client onboarding, account maintenance and transfers, account registrations, beneficiary changes, and custodial paperwork.\n, • Enjoy keeping advisors organized, meetings on track, workflows moving, and the office running smoothly.\n, • Want to contribute to something larger than yourself by helping build a growing wealth planning firm over the long term.\n\n \n We're looking for someone who is comfortable rolling up their sleeves today because they want the opportunity to grow with us tomorrow. \n \n Qualifications: \n Required \n\n • Prior experience working in wealth management, financial planning, brokerage, trust administration, private banking, or a similar investment or financial services environment.\n, • Working knowledge of wealth management operations, including client onboarding, account servicing, custodial processes, investment accounts, and related client service activities.\n, • Exceptional organizational and time management skills.\n, • Outstanding written and verbal communication skills.\n, • High attention to detail with the ability to manage multiple priorities.\n, • Proficiency with Microsoft Office and client relationship management (CRM) systems.\n, • Ability to work full-time primarily from our Charleston, South Carolina office.\n\n Preferred \n\n • Approximately 2+ years of relevant industry experience.\n, • Experience with industry-specific CRM platforms and related technologies.\n, • Experience working with custodians such as Schwab, Fidelity, Pershing, or LPL.\n, • Experience supporting financial advisors in a client-facing environment.\n, • Experience coordinating complex account transfers, trust registrations, or other wealth management transactions.\n, • Experience with insurance operations or case management is helpful but not required.\n\n \n Compensation & Benefits \n We offer: \n\n • Competitive salary commensurate with experience and qualifications.\n, • Performance-based bonus opportunities based on individual and team-based achievements.\n, • 401(k) with company match.\n, • Health, dental, and vision insurance.\n, • Paid Time Off.\n, • Volunteer Time Off.\n, • Continuing education and professional development.\n, • Modern Class A office located in downtown Charleston.\n\n \n Why Join ArisGarde? \n We're building something for the long term, and we’re not here to coast. \n Our goal isn't simply to hire another employee. We're looking for someone who wants to become an integral part of a growing firm and help create an exceptional experience for every client we serve. \n As ArisGarde continues to expand, we expect this role to grow with it. The right person will have the opportunity to take on increasing responsibility and autonomy across various elements of the practice, contribute to how our operations evolve, and play an important role in building the infrastructure that supports the firm's future growth. \n If you're excited about joining a firm where your work matters, your ideas are valued, and excellence is the standard, we'd love to hear from you. \n \n How to Apply \n Please submit your resume through LinkedIn. \n \n Candidates selected for the next step will be invited to participate in a brief introductory phone conversation. Candidates who advance in the interview process may also be asked to submit a short introductory video and participate in an in-person interview at our Charleston office.

Avier is one of Bellevue’s fastest growing financial advisory firms and we are looking to hire a Senior Associate Advisor. Avier has a great culture that focuses on serving our clients well while having a great time doing it. We believe in a work life balance, and we collaborate with team members to make sure work is accomplished. Avier focuses on the tech community and how to help employees maximize the benefits available to them through their work. Associate Advisors are a critical component of the client advisory team. Each client has a 3-person advisory team that consists of a Lead Advisor, an Associate Advisor and a Client Service Associate. The Associate Advisor serves as one of the primary points of contact for clients and works with the Lead Advisor and Client Service Associate to make sure that all parts of the clients’ financial life are addressed. Associate Advisor Role: • Acts as a main point of contact for existing clients; coordinates with other client team members to ensure action items are completed., • Maintains notes on clients and updates Salesforce. Updates MoneyGuidePro financial plan information and ensures accuracy. Works within a variety of planning tools and software to make sure that the information correctly reflects the client., • Creates client meeting agenda and determines other deliverables to be presented, analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation., • Reviews client’s positions and Asset Allocation. Coordinates with Lead Advisor, Portfolio Management team and client to implement trades and allocation changes., • Provides analysis for advanced financial topics such as stock options, deferred compensation, restricted stock units and tax loss harvesting. Reviews client’s financial life for opportunities to reduce taxes., • Coordinates with outside tax professionals and estate planning attorneys. Directs change in client accounts as necessary from outside resources., • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client-related action items are communicated and memorialized in the CRM., • Works with the Client Service Associate to achieve timely execution of client requests such as contributions, distributions, wire requests and journals; ensures completion within specified time frames., • Works with Lead Advisor for initial plan presentation to prospects. Candidate Experience: • Five+ years of experience in financial planning preferred within wealth management or a related industry; expected to be current with industry trends, terminology, and concepts, • Holds the Certified Financial Planner (CFP®) designation, • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and expected to learn other position-related systems on the job, • Good time management ability to handle multiple client relationship requests and contending priorities from other team members. Uses team member resources effectively., • Knowledge of the following programs is a plus: Fidelity, Schwab, Salesforce, Orion, MoneyGuidePro Compensation: Avier provides competitive compensation across a variety of different areas. Employees receive the following benefits: • Salary Range of $110,000 - $130,000 (DOE), • Firm bonus, • 401k match, • Insurance coverage with employer HSA contributions, • Flexible working schedules, • Ability to work remotely, • Paid Time Off, • Education Reimbursement Candidate compensation will vary by experience and is competitive with industry averages. Please submit Resume and Cover Letter to Reports to Director of Financial Planning

About VIVO VIVO is a healthcare marketing agency specializing in consumer health, health systems, medtech, and pharma. We are a growing, dynamic agency that is 100% remote– but not disconnected. Collaboration, clear communication, personal accountability, and proactive problem-solving are must-have traits to succeed here. We move quickly, hold ourselves to a high standard, and expect our team to take ownership. At VIVO, health is more than a marketing sector. It's a life-changing mission. We are creators and strategists driven to make healthcare impactful and accessible, from first impressions to lifelong connections. We bring insight, curiosity, and compassion to every project, knowing our work helps patients, doctors, and everyone in between get the care they deserve, when and where it's needed most. We challenge the norms and elevate health brands to inspire, engage, and transform lives. About You You're an experienced healthcare agency account leader who owns the account, not just the projects. You know the status of the work, the health of the client relationship, the financials, and where the next opportunity is. You anticipate problems before they surface and bring solutions, not just escalations. You have a strong sense of urgency, you follow through without being reminded, and you know the difference between what can wait until tomorrow and what must be solved today. You've thrive in the room with senior clients, and you build relationships that last. You earn enough trust to challenge their thinking when needed. At VIVO, you'll serve as the senior representative for some of the biggest names in healthcare, reporting to our EVP of Client Services and partnering with leaders across Creative, Strategy, Medical, and Project Management. You stay calm and accountable under pressure, balancing empathy with a clear point of view. You're excited to join a Client Services department where you'll have peers to learn from and a voice in how we evolve, and you believe collaboration beats ego, progress beats perfection, and great work doesn't require taking yourself too seriously. What You'll Do • Own the account. Maintain a complete picture of priorities, financials, risks, opportunities, and client relationship health, and stay three steps ahead with recommendations, not just escalations, • Be a trusted advisor. Build senior-level client relationships and become someone clients rely on for both day-to-day leadership and bigger-picture thinking, • Drive the work forward. Translate client objectives into clear direction, owners, and next steps for Creative, Strategy, Medical, and Project Management teams, • Lead high-stakes execution. Oversee complex engagements, including timelines, MLR review, and quality, with an exceptionally high bar for accuracy and polish, • Own account financials. Manage scopes, budgets, forecasts, and profitability, and protect scope while staying solutions-oriented, • Grow the business. Identify and close scope expansions and new opportunities that deliver insight-driven client value, • Lead and carry the culture. Coach your cross-functional team, improve how we work, and show what "makes us TIC" through transparency, innovation, and curiosity What You Bring Required • 7+ years of healthcare or pharma agency account management experience, leading client relationships within pharma, biotech, medtech, health system, or consumer health brands, • Hands-on experience with MLR or compliance review processes, • Proven track record of growing accounts through scope expansion and organic revenue growth, • Ownership of account financials, including budgeting, forecasting, burn management, and margin, • Experience mentoring and leading cross-functional teams, • Superior communication and presentation skills, with the confidence to lead senior client conversations, plus the urgency and accountability to follow through consistently n a fast-moving, fully remote environment Big Plus Experience • Experience with a specific therapeutic area or HCP and patient marketing, • Experience with project management and review platforms such as Mavenlink/Kantata or Ziflow, • Experience in an independent or mid-sized agency What We Bring VIVO offers an award-winning culture and comprehensive benefits package designed to support our employees' health, financial well-being, professional growth, and work-life balance. Our benefits offerings include: • Medical, dental, vision, • Company paid disability & life insurance, • 401k with match up to 6%, • Annual wellness stipend, • Professional development allowance, • Recognition, rewards, prizes and amazing swag, • 11 Holidays plus Winter Break and Annual In-Person Retreat, • 3+ weeks of total paid time off in Year 1 Ask our hiring manager and/or HR team for more information about any or all of our benefits. Inclusion @ VIVO At VIVO, we believe bold ideas make game-changing health innovation accessible to all. Inclusion and equality aren't just values, they're our advantage. Stronger ideas come from a mix of perspectives, and we live our core values of transparency (say your truth), innovation (build our future), and curiosity (find what's missing) in a space where everyone feels empowered to bring their authentic selves to work. Showing up as all three? That's what makes us TIC! This is what makes VIVO a proud equal opportunity employer.

TECHNICAL SALES ENGINEER / REGIONAL SALES MANAGER Industrial Surface Inspection Systems ABOUT WINTRISS ENGINEERING Wintriss Engineering Corporation develops advanced automated surface inspection systems for industrial manufacturing. Our Web Ranger™ systems help manufacturers across plastic films, nonwovens, coated and laminated materials, composites and prepregs, metal foils and coil, paper, and other continuous web and sheet processes detect defects, cut scrap and yield losses, and optimize production. We're hiring a Technical Sales Engineer / Regional Sales Manager to grow an assigned territory by combining technical depth, consultative selling, and proactive business development. THE OPPORTUNITY This is a hunting role, not a catalog-sales or pure account-management position. You'll prospect for new accounts, open doors with technical and management decision-makers, and create opportunities in target industries — while also expanding relationships with existing Wintriss customers. Day to day, that means walking a production line with a process engineer, discussing defect-detection needs with a quality manager, reviewing automation requirements with controls engineers, and presenting the financial and operational case for a solution to plant and corporate leadership. You'll work directly with Wintriss engineering and applications teams to turn what you learn on the floor into an engineered inspection solution. KEY RESPONSIBILITIES • Prospect for and develop new business within your territory and target industries, identifying manufacturers and facilities that are strong candidates for automated surface inspection., • Build a pipeline through direct outreach, referrals, industry networking, trade shows, and targeted account development., • Manage and grow existing customer relationships, spotting opportunities for new systems, upgrades, expansions, and additional production lines., • Develop relationships with plant, engineering, quality, operations, and corporate decision-makers., • Conduct plant visits and production-line evaluations to understand processes and inspection requirements — defect types, specs, line speeds, web widths, resolution, and quality objectives., • Partner with Wintriss engineering, applications, service, and project teams to shape technically appropriate solutions., • Present technical solutions and business value to engineering, quality, operations, purchasing, and executive stakeholders., • Prepare, present, negotiate, and follow through on proposals, managing opportunities from prospecting through order., • Maintain an accurate pipeline, activity history, and forecast., • Represent Wintriss at trade shows, conferences, and industry events., • Track competitive technologies and emerging applications in automated surface inspection. WHAT WE'RE LOOKING FOR A technically capable, business-development-oriented sales professional experienced selling engineered solutions into industrial manufacturing — someone who can hunt for new business, not just manage an existing book. Relevant backgrounds: • Automated surface inspection or machine vision systems, • Industrial cameras, lighting, optics, or image-processing technology, • Industrial automation and controls, • Capital equipment or manufacturing process equipment, • Industrial quality-control or process-monitoring systems Direct experience with automated surface inspection systems is a strong plus, but not required for a candidate with strong industrial technical-sales and new-business-development experience. You'll also stand out with: • A track record prospecting for, developing, and closing new accounts — building and running a pipeline independently rather than relying on inbound leads., • Success growing existing accounts by uncovering additional applications across lines or facilities., • Comfort with technically complex, longer sales cycles for engineered solutions., • Ability to read specs, drawings, and layouts, and translate customer requirements into technical solutions., • Strong presentation, negotiation, and relationship-building skills across technical and executive audiences., • Working knowledge of industrial cameras, lighting, optics, controls, networking, PLCs, or automation systems., • Self-motivated and organized, comfortable managing a territory independently across multiple simultaneous opportunities. MANUFACTURING EXPERIENCE Experience with continuous web, sheet, or coil manufacturing processes is especially valuable, including: • Plastic film extrusion and converting, • Nonwovens, • Coating and laminating, • Battery separator and functional films, • Composites and prepregs, • Copper and aluminum foil, • Aluminum coil processing and coating, • Paper and paperboard, • Other continuous web, sheet, or coil-processing applications EDUCATION Bachelor's degree in Engineering, Electrical Engineering, Industrial Technology, Automation, Manufacturing, Business, or a related field preferred but not required. Significant relevant industry experience — particularly in surface inspection, machine vision, industrial automation, capital equipment, or continuous-process manufacturing — may substitute for formal education. TERRITORY & TRAVEL You'll develop and manage an assigned territory in the U.S. and/or Canada, covering both established Wintriss customers and significant new-business development opportunities. You're expected to actively expand the customer base in your territory rather than relying solely on existing accounts. Specific assignment depends on your location, industry experience, and existing customer relationships. Expect 50–70% travel for plant visits, production-line evaluations, technical and commercial meetings, proposal reviews, new-business development, and industry events. You should be comfortable working in active industrial manufacturing environments. COMPENSATION & BENEFITS A competitive package designed to reward both new-business development and long-term account growth, based on your technical background, industry knowledge, sales experience, and customer relationships. Includes: • Competitive base salary, • Performance-based sales commission, • Company-paid business travel expenses and mileage reimbursement, • Cell phone and business technology support, • Health and other employee benefits, • Paid vacation and holidays, • Company retirement programs, where applicable WHY WINTRISS ENGINEERING This role puts you at the intersection of technology, manufacturing, and business development, selling sophisticated engineered systems that directly affect a manufacturer's product quality, yield, productivity, and profitability. You'll act as a technical resource and trusted advisor rather than simply an equipment vendor — walking the line with a process engineer one day, discussing defect-detection requirements with a quality manager, and presenting ROI to plant or corporate management the next. If you enjoy technology, manufacturing, prospecting, problem-solving, and customer interaction, this role offers the opportunity to build a territory, develop long-term customer relationships, and have a direct impact on both Wintriss Engineering's growth and your own earning potential.

NO THIRD-PARTIES PLEASE Investment Data Solution Architect Location: Remote - US Type: Full-time, Permanent Please note: This is not a hands-on engineering or development role. We’re looking for an Investment Data Solution Architect who brings deep investment data domain expertise and experience implementing enterprise data management and mastering solutions within asset management environments. The ideal candidate understands technical architecture but has spent significant time partnering with investment data management and business teams to design and implement security master, reference data, and related investment data workflows. About Cutter: At Cutter Associates, we empower the world’s leading asset managers and asset owners with the intelligence they need to stay ahead. For nearly 30 years, and with a global presence, we’ve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions. Our global team is known for its deep domain expertise, collaborative spirit, and relentless curiosity. As we expand into new markets and capabilities, now is the perfect time to grow your career with a company that values insight, innovation, and impact. Role and Responsibilities • Partner directly with investment data management, investment operations, accounting, and technology teams to design and implement business workflows for enterprise investment data and mastering solutions., • Advise clients on security master and reference data implementations, including mastering processes, data sourcing, pricing, data quality, reconciliation, exception management, governance, and operational controls., • Lead business and solution design for implementations of investment data and Enterprise Data Management (EDM) platforms such as GoldenSource, NeoXam, Eagle EDM, Aladdin Data Cloud, Clearwater, SimCorp, and related ecosystems., • Translate investment data business requirements into target-state workflows, data models, data flows, operating models, governance frameworks, and functional solution designs., • Design scalable investment data solutions supporting front-, middle-, and back-office workflows across security master, reference data, pricing, positions, transactions, accounting, performance, and reporting domains., • Assess current-state investment data processes and identify opportunities to redesign workflows, controls, and operating models to better leverage modern data platforms and cloud technology., • Understand and advise on the technical architecture supporting investment data solutions, including integrations, cloud environments, data platforms, and downstream systems, while partnering with technical architects and engineering teams responsible for hands-on development., • Act as the strategic bridge between client business teams, investment operations, data management teams, architects, developers, vendors, and implementation partners., • Facilitate discovery sessions, business process workshops, and solution design discussions with business and technology stakeholders., • Design and document business requirements, functional specifications, data flows, mappings, lineage, mastering logic, and transformation requirements across investment data platforms., • Lead or advise on enterprise data migrations, platform rationalization initiatives, and target-state investment data architecture and operating models., • Advise clients on how modern cloud and data architectures can best support investment data workflows, governance, analytics, and operating models., • Provide functional and architectural guidance to implementation and delivery teams throughout complex investment data transformation programs., • Support proposal development, client solutioning discussions, and continued growth of Cutter’s investment data consulting capabilities. Required Qualifications • 10+ years of experience within investment management, investment data management, investment operations, investment accounting, or investment data consulting., • Deep understanding of investment management workflows across front-, middle-, and back-office functions and how investment data supports those processes., • Significant experience implementing investment data management, Enterprise Data Management (EDM), and/or data mastering platforms, with direct involvement partnering with business and data management teams., • Strong functional experience with security master and/or reference data mastering implementations, including understanding of mastering rules, data sourcing, data quality, exception management, reconciliation, governance, and downstream data consumption., • Experience designing investment data models, integrations, migrations, and target-state operating models., • Experience working directly with investment data operations teams and business stakeholders to design scalable investment data workflows and controls., • Experience supporting reporting, visualization, and downstream analytics platforms, including Power BI, Tableau, Qlik, or similar technologies. Preferred Qualifications • Direct implementation experience with one or more investment data platforms such as GoldenSource, NeoXam, Eagle EDM, Aladdin Data Cloud, Clearwater, SimCorp, or comparable investment data/mastering solutions., • Experience within consulting organizations, investment managers, asset owners, or large-scale enterprise transformation programs., • Familiarity with modern cloud and data architectures, including Azure, AWS, Snowflake, Databricks, or similar ecosystems, sufficient to partner effectively with technical architecture and engineering teams; hands-on engineering experience is not required. What Success Looks Like • Helping clients design how investment data and mastering processes should operate, not simply how the underlying technology should be architected., • Trusted advisor to client stakeholders, investment operations teams, and delivery teams., • Clear, scalable EDM and investment data architectures that reduce implementation risk and improve operational efficiency., • Successful guidance of complex investment data platform implementations, integrations, and migrations., • Ability to bridge business strategy, investment data operations, and technical implementation teams., • Positive impact on both client delivery and Cutter's long-term investment data consulting capabilities. Why Cutter: At Cutter Associates, we believe people do their best work when they’re trusted, supported, and empowered to thrive - wherever they are. • Established credibility, entrepreneurial spirit – Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm., • Global reach - We partner with leading investment firms across North America, EMEA, and APAC, giving you meaningful exposure and exciting challenges., • Fully remote, fully connected - We’re a remote-first company with a flexible work model and a deeply collaborative culture., • Growth-focused - From client exposure and internal knowledge groups to tailored learning paths, we invest in your development from day one., • Performance-driven, people-first - We offer competitive pay, bonuses, profit sharing, and benefits that support your whole self., • A culture that values people - We take pride in our thoughtful, collaborative, and inclusive environment. We’re a team of individuals who care deeply - about our work, our clients, and each other. Whether you’re launching your consulting career or bringing decades of experience, Cutter is a place where you can thrive. Benefits at a Glance: Our benefits vary slightly by location but are designed to support your health, financial wellness, and life outside of work. Highlights include: • Competitive salary with annual performance bonus and profit-sharing opportunity, • 401(k) match (U.S.) or Superannuation contributions (Australia), • A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering, • Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia), • Long-term disability and life insurance fully paid by the company (U.S.), • Flexible work model - fully remote with optional access to co-working spaces or offices, • Global collaboration and travel opportunities across North America, EMEA, and APAC. Compensation Range: The anticipated base salary range for this position is $200,000 - $220,000 annually, plus 12-15% bonus. Actual compensation will be determined based on factors including candidate experience, skillset, geographic location, market data, internal equity, and overall alignment to the role and level.

New York Life Accelerated Path to Management Program Ready to grow your leadership career with a Fortune 100 company backed by more than 180 years of strength and stability? The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.* You will begin by building your own practice, developing client relationships, and growing your business while receiving industry-leading training, mentorship, and development opportunities. As you progress and meet specific program requirements,¹ you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development. What We Offer New York Life invests in your success from day one with the following training, resources, and development opportunities designed to help you grow as a financial professional and future leader: • Industry-leading training in business development, marketing, and relationship management, • Ongoing mentorship and professional development, • Hands-on experience building and growing a business, • A defined path into leadership and management, • The opportunity to lead, coach, and develop future financial professionals What We Are Looking For We are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have: • Sales or management experience in another industry, • Experience running a business or leading a team, • An MBA or other equivalent degree, • Strong relationship-building and communication skills, • An entrepreneurial mindset and leadership potential If you’re looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you. How It Works Phase 1: Build Experience as a Financial Professional In your first year, you’ll gain hands-on experience as a financial professional—building client relationships, growing your business, and developing a strong foundation in financial services. We’ll equip you with comprehensive training, digital tools, and access to a broad suite of products and solutions. Training & Resources You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role. In addition to ongoing coaching and mentorship, you will have access to experienced professionals, proven best practices, and digital sales, prospecting, and marketing tools to help you attract and retain clients across web, social, and email channels. Products & Solutions Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. Together with its subsidiaries, New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products2 such as mutual funds. Phase 2: Transition to Associate Partner After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program2 focused on leadership, recruiting, and team development. As an Associate Partner, you will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities. Throughout your career with New York Life, opportunities for advancement into increasingly senior management roles will continue to grow. Compensation & Benefits When you begin with New York Life as a financial professional,3 your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $60,000 - $150,000 (the minimum salary in California is $70,304.00, the minimum salary in Washington is $80,168.40, and the minimum salary in New York State is $62,353.20, except in New York City and Nassau, Suffolk, and Westchester counties, where the minimum salary is $66,300.00). In addition to your base salary, you will be eligible for certain bonuses and other incentives based on the performance of agents* in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses the Company does not otherwise reimburse. You will also be eligible for medical, dental and vision benefits, life, long-term disability and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.4 Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:5 • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients6 include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force 7, • #1 largest mutual insurer in the U.S.8 *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, timing of your transition to the Associate Partner role depends on openings in the Associate Partner training schedule. Training cohorts open four times per year but are subject to change. Ask your New York Life recruiter for details. ²To offer securities products, such as mutual funds, you must be a properly licensed registered representative of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and the New York Life company. A Registered Representative may pursue becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualifications and eligibility requirements include but are not limited to applicable FINRA general securities, state insurance and investment advisory licenses; compliance history; production standards; and required training. Requirements are subject to change. 3If you qualify for an Introductory (PTAS) Contract, you will preview an Agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time Agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time Agent, first-year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time Agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or terminate benefit plans at any time for any reason. 5A full list of awards is available at: _ 6Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. 7Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. 8Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8965468 (Exp.4.30/2027)

Cybersecurity: GRC & AI Governance – Senior Manager CFGI is a leading advisory firm that partners with private equity sponsors, portfolio companies, and public companies to solve complex challenges across finance, technology, compliance, and business transformation. Our Cybersecurity practice is rapidly growing and supports clients through cybersecurity governance, risk and compliance (GRC), data privacy, AI governance and compliance, regulatory readiness, and operational resilience programs. Role Overview CFGI is seeking a Cybersecurity GRC & AI Governance Subject Matter Expert to lead and deliver strategic advisory engagements that strengthen clients’ security governance, risk management, compliance posture, AI governance programs, and privacy programs. This role blends hands-on delivery, executive communication, and practice leadership. You will work directly with CISOs, CIOs, CFOs, General Counsel/Privacy Counsel, Risk Leaders, and PE deal teams to design pragmatic programs, build operating models, and drive measurable outcomes. The ideal candidate brings deep expertise in GRC frameworks, regulatory compliance, privacy, and AI governance and compliance (e.g., NIST AI RMF, EU AI Act), strong consulting instincts, and a proven ability to lead teams and manage multiple client workstreams. Key Responsibilities Client Advisory & Delivery • Lead end-to-end GRC and privacy engagements, including scoping, planning, execution, and executive reporting., • Design and operationalize cybersecurity governance models, including policies, standards, risk appetite, committees, and reporting KPIs/KRIs., • Build and mature enterprise risk programs, including risk assessments, risk registers, control libraries, and control testing approaches., • Lead AI governance and compliance engagements — design and operationalize AI governance frameworks, conduct AI risk and impact assessments, build model inventories, establish AI use-case classification and tiering, advise on responsible AI principles, and guide clients through compliance with the EU AI Act, NIST AI RMF, and ISO 42001., • Develop and implement security policies, standards, and procedures aligned to common frameworks, including NIST CSF, ISO 27001/27002, CIS, SOC 2, CMMC, FedRAMP, NIST AI RMF, and ISO 42001., • Support regulatory readiness and compliance initiatives, including SEC cyber disclosure support, NYDFS 500, GDPR/UK GDPR, CCPA/CPRA, HIPAA, PCI DSS, SOX ITGC, EU AI Act, CMMC, and FedRAMP alignment where applicable., • Stand up or enhance privacy programs, including data mapping/inventories, DPIAs/PIAs, DSAR processes, retention, consent management, third-party privacy risk, and privacy by design., • Support CMMC readiness activities where applicable, including gap analyses and compliance alignment to NIST SP 800-171., • Perform vendor/third-party risk assessments and implement scalable TPRM operating models., • Coordinate cross-functional stakeholders, including Legal, IT, Security, Compliance, Product, and HR, to drive outcomes and adoption. Executive Communication & Stakeholder Management • Translate complex technical, regulatory, privacy, and AI governance requirements into business-oriented recommendations., • Help clients communicate AI risk posture and governance maturity to boards, regulators, and executive leadership, including EU AI Act compliance status and NIST AI RMF alignment., • Deliver executive-ready artifacts, including board/audit committee materials, roadmaps, operating models, heatmaps, and risk dashboards., • Serve as a trusted advisor to senior leadership; confidently present findings and influence decisions. Practice Development & Leadership • Contribute to go-to-market development, including offerings, templates, accelerators, methodologies, and points of view., • Support business development through proposal writing, SOW development, client presentations, and solution shaping., • Mentor and develop consultants and managers; lead teams across multiple engagements while maintaining quality and delivery rigor., • Partner with other CFGI service lines, including Accounting Advisory, CFO Advisory, and Technology Enablement, to deliver integrated solutions. What You Must Have • 8+ years of relevant experience in cybersecurity GRC, privacy, governance, risk management, compliance, or consulting., • Demonstrated expertise implementing and operationalizing cybersecurity frameworks and control programs, including NIST CSF/NIST 800-53, ISO 27001/27002, SOC 2, CIS, or comparable frameworks, with strong privacy fundamentals and experience with privacy program build-out and operations., • Demonstrated expertise in AI governance and compliance frameworks, including NIST AI RMF, EU AI Act, and ISO 42001, with experience in AI risk classification, algorithmic impact assessments, responsible AI principles, and practical application within enterprise or client-facing advisory engagements. What Sets You Apart • Experience performing or leading enterprise/security risk assessments, control design and testing, policy and standards development, TPRM programs, compliance/regulatory readiness programs, and AI governance program design and implementation., • Experience with GDPR/UK GDPR and CCPA/CPRA, with exposure to HIPAA, GLBA, or other sectoral privacy standards., • Proven ability to lead teams, manage timelines and budgets, and deliver effectively in a client-facing environment., • Exceptional written and verbal communication skills with a track record of producing executive-level deliverables., • Experience advising on AI governance strategy, responsible AI programs, or AI risk management within regulated industries such as financial services, healthcare, energy, or defense., • Familiarity with AI lifecycle management, model validation, and AI supply chain risk. Nice to Have • Certifications such as CISM, CISSP, CRISC, CISA, ISO 27001 Lead Implementer/Lead Auditor, CIPM/CIPP (E/US), CDPSE, AI/ML-related certifications such as CAIAP or ISO 42001 Lead Implementer, or CMMC RP/CCA., • Exposure to CMMC or FedRAMP readiness activities., • Private equity or portfolio company experience, including rapid maturity uplift, integration, carve-out/stand-up, and pragmatic road mapping., • Exposure to incident readiness, tabletop exercises, and crisis communications coordination with Legal/Communications., • Experience supporting audits and assurance activities, including SOC 2 readiness, ISO certification readiness, CMMC certification readiness, or internal audit coordination. Why CFGI • High-impact work with sophisticated clients and private equity portfolio companies., • Opportunity to shape and scale a fast-growing Cybersecurity practice., • Collaborative culture with autonomy, flexibility, and strong leadership support., • Competitive compensation, benefits, and career growth trajectory. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

About the Organization The School of Leadership, Afghanistan (SOLA) is an Afghan-led boarding school for Afghan girls, the first and only of its kind operating anywhere in the world. SOLA evacuated Afghanistan upon the Taliban’s return in 2021, resuming operations in Rwanda where we continue our mission to provide our students with a rigorous education that promotes critical thinking, a sense of purpose, and respect for self and others. First in Afghanistan and now in Rwanda, SOLA is a place where Afghan girls grow to become compassionate, curious, confident women. SOLA’s vision is for them to become members of the generation who will one day lead a peaceful and united Afghanistan. Position Description The Chief of Staff (COS) builds and ensures internal resilience at SOLA. The COS serves as a strategic partner and force multiplier to the executive team and Department Heads, translating priorities into coordinated action across the organization. The COS drives alignment, manages high-impact initiatives, improves decision-making and communication, and ensures key commitments move forward with clarity and accountability. This role blends strategic thinking, operational rigor, sound judgment, and exceptional relationship-building to help the organization operate more effectively and achieve its most important goals. The COS will ensure the President is well-informed and engaged as needed with various program and operational projects and initiatives. By working across SOLA’s functions and external constituents, the COS will be well-positioned to serve as a thought partner and sounding board to the President and Department Heads on a wide range of topics. The COS will be tapped to lead and contribute to various projects as warranted by their role, experience, expertise, and availability. Location: Remote (Working EST hours) Salary Range: $105,000–$125,000 Primary Duties and Responsibilities Executive Support & Strategic Alignment ● Serve as a trusted advisor, sounding board, and liaison to the President and other key leaders. ● Serve as the committee liaison for Strategic Planning efforts, with direction from the President. ● Manage and update the President’s Dashboard. ● Attend and/or identify other attendees to attend President meetings; record and distribute action items and timelines. Responsible for follow-through, reporting progress to the President and other stakeholders. May represent the President, as appropriate. ● Coordinate agendas for internal (and occasional external) President meetings and prepare President by ensuring advance understanding of meeting’s purpose and preparing background and briefing information. ● Ensure ongoing coordination between the President, SOLA’s leadership team and other stakeholders. Work with the President and other leaders to track progress on organizational goals. ● Coordinate agendas for quarterly all-staff and monthly Department Head meetings to facilitate two-way communication from the President to colleagues regarding key initiatives. ● Foster clear, complete, and actionable communications by the President across all staff using various channels. ● Meet with Department heads individually as needed to ensure consistent understanding of organizational needs and the President’s requests. ● Track and prioritize items on the President’s running to-do list. ● Update and maintain the President’s dashboard. Board Management ● Serve as primary staff liaison and point of contact for the Board. ● Lead preparation for Board Meetings, including (but not limited to) agenda planning with the President and Board Chair, working with Committee chairs, preparing and distributing materials in advance, and coordinating day-of logistics. ● Manage the organization’s board management online platform; ensure all Board-facing materials, meeting minutes, and board actions are uploaded onto the platform. ● Collaborate with various staff members to strategize around the creation of high-quality Board-facing materials. ● Revise and provide feedback on draft Board materials submitted by staff for Board and committee meetings. ● Support governance compliance and Board engagement efforts. Track all Board motions and resolutions and Board Member succession schedules to ensure strategic continuity. ● Serve as staff liaison for the following committees: Governance/Nominations, Risk, Strategic Planning, Executive. Operational Effectiveness & Risk Management ● Supervise the Executive Assistant and the HR & Operations Manager. ● Lead improvements to operating effectiveness and institutional memory by developing the organization’s technical infrastructure in areas including (but not limited to) password/login management, file storage and collaboration, project management, and cybersecurity. ● Serve as the primary staff liaison to the organization’s outside general counsel regarding legal matters. ● Serve as the primary staff liaison for the organization’s charitable licensing service provider and IT managed service provider. ● Own the development of internal protocols and procedures needed to mitigate organizational risks, working closely with the HR & Operations Manager, Administrative & Communications Manager, and outside general counsel. ● Manage and update the organization’s risk registry, a living document identifying & accessing levels of various organizational risks and proposed mitigation strategies. ● Lead and assist the organization through recurring annual legal requirements such as the financial audit, form 990, corporation annual reports, state charitable licensing requirements, conflict of interest disclosures, etc. ● Serve as a leader and/or thought partner for recruitment and hiring decisions across departments. Participate in candidate interviews and screenings. Special Projects ● Contribute expertise, talent, and leadership to initiatives and projects determined in coordination with the President, Head of School, and appropriate staff. ● Lead and oversee cross-functional special projects and initiatives from development through successful execution. (Past examples have included a 5-year strategic plan, annual budgeting, special project operating projections, employee manual, IT audit, new policies & SOPs, President’s dashboard, etc.). ● Own behind-the-scenes preparation to make key initiatives successful, including the research, tracking, monitoring, and execution of action items. Qualifications Required ● Bachelor's degree in business, non-profit management, public administration or a related field. ● Over 5 years of experience in business operations, project management, or leadership. ● Consulting experience, with a focus on operations management. ● Excellent written and verbal communication skills. Preferred ● Master of Business Administration (MBA), Master of Public Administration (MPA), or a Master of Non-Profit Management. ● Experience in education, international development, or nonprofit organizations. ● 7–12 years of experience in business operations, project management, or leadership. ● Proven success in project coordination role. ● Strong project-reporting skills, with focus on interdepartmental communications. ● AI fluency What SOLA offers you ● A competitive compensation and benefits package. ● Flexible working location and hours. ● The opportunity to be part of a mission that can change the world. ● An open and flexible work culture where your voice will be heard and where you can have a big impact. PHYSICAL EFFORT AND WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance is required for this position. Tools/Equipment Used: Standard office equipment including computer and peripherals; car usage and ability to drive required. Posture: Frequent standing, kneeling/squatting, bending/stooping, pushing/pulling, and twisting Motion: Repetitive hand motions, frequent walking, grasping/squeezing, wrist flexion/extension, and overhead reaching; potentially frequent driving may occur. Environment: Standard office setting, occasional prolonged hours; travel locally and internationally as per the needs of the organization. Mental Demands: Maintain emotional control under stress; prioritize work to meet deadlines, have a calm demeanor, and work cooperatively with others. The School of Leadership Afghanistan, Inc., as an equal opportunity employer, does not discriminate on the basis of race, color, ethnicity, religion, national origin, gender, disability, sexual orientation, genetic information, gender identity, or gender expression or any other basis protected by law in any employment decisions.

Life Sciences - Managing Director Managing Directors at CFGI serve as trusted advisors to senior finance executives and provide leadership across client delivery, relationship development, business development, and team growth. This Managing Director will help expand CFGI’s Finance & Accounting Advisory presence within the life sciences sector. The role will support biotechnology, pharmaceutical, medical device, diagnostics, and other life sciences organizations as they navigate complex accounting, financial reporting, transactions, capital-markets activity, and operational challenges. Take ownership of your career at CFGI: • Advise executives at emerging, growth-stage, commercial, and publicly traded life sciences companies., • Lead complex accounting, financial reporting, transaction, and operational advisory engagements., • Develop meaningful relationships across the life sciences business community., • Help build and expand CFGI’s life sciences market presence., • Lead and develop high-performing teams of accounting and advisory professionals., • Collaborate with professionals across CFGI’s broader accounting, finance, transaction, technology, data, tax, valuation, and risk capabilities., • Make a measurable impact on clients while contributing to the continued growth of CFGI. What you might expect: • Serve as a trusted advisor to CFOs, Chief Accounting Officers, Controllers, Audit Committees, Boards of Directors, and other senior stakeholders., • Lead complex technical accounting, financial reporting, transaction support, SEC reporting, and operational accounting engagements., • Advise life sciences companies across different stages of development, including venture-backed, clinical-stage, pre-commercial, commercial-stage, and publicly traded organizations., • Help clients evaluate and resolve accounting matters involving:, • Research and development activities., • Clinical trial and contract research organization accruals., • Contract development and manufacturing arrangements., • Collaboration, licensing, co-development, royalty, and milestone agreements., • Revenue recognition and commercialization arrangements., • Stock-based compensation and equity transactions., • Debt, convertible instruments, warrants, and preferred equity., • Business combinations, asset acquisitions, and in-process research and development., • Consolidation, impairment, leases, and other complex U.S. GAAP matters., • Lead SEC reporting and capital-markets engagements, including IPO readiness, public-company readiness, registration statements, reverse mergers, and other financing or transaction events., • Support the preparation or review of Forms 10-K, 10-Q, 8-K, S-1, S-3, and other SEC filings., • Lead audit readiness, financial-statement preparation, close optimization, internal-control development, and accounting-process improvement initiatives., • Oversee engagement scope, staffing, budgets, timelines, project economics, quality, risk management, and client satisfaction., • Review technical accounting memoranda, financial statements, SEC filings, executive presentations, and other client deliverables., • Identify opportunities to expand existing relationships and introduce clients to additional CFGI capabilities., • Originate new client relationships through networking, market activity, referrals, thought leadership, and other business-development efforts., • Lead proposals, presentations, negotiations, and the development of client solutions., • Recruit, mentor, develop, and retain Managers, Senior Managers, Directors, and other professionals., • Contribute to internal training, methodology development, industry events, thought leadership, and other practice-building initiatives. What you must have: • 12+ years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting and finance., • Experience at a Big Four firm: Deloitte, EY, KPMG, or PwC., • Meaningful accounting, finance, audit, or advisory experience serving life sciences companies, including biotechnology, pharmaceutical, medical device, diagnostics, or comparable organizations., • CPA license. What sets you apart: • Experience serving as a senior advisor to CFOs, Chief Accounting Officers, Controllers, Audit Committees, Boards of Directors, and other executive stakeholders., • Experience leading significant client portfolios, complex engagements, business units, industry verticals, or advisory service lines, including responsibility for delivery, staffing, quality, economics, and client relationships., • Experience applying U.S. GAAP, SEC reporting requirements, and technical accounting guidance to complex accounting and financial-reporting matters., • Experience generating new business through relationship development, networking, referrals, proposal leadership, client expansion, thought leadership, or other market-facing activities., • Experience leading and developing senior professionals while contributing to recruiting, performance management, training, succession planning, or broader practice growth., • Experience advising life sciences companies at multiple stages of development, including clinical-stage, pre-commercial, commercial-stage, and publicly traded organizations., • Experience with life sciences accounting matters involving research and development, clinical trial accruals, collaboration or licensing arrangements, contract manufacturing, milestone payments, commercialization, or in-process research and development., • Experience leading IPO readiness, public-company readiness, SEC reporting, financing, acquisition, divestiture, reverse-merger, or other capital-markets and transaction-related engagements. Nice to have: • Prior leadership experience within an accounting advisory practice such as FAAS, CMAAS, Accounting Advisory Services, Capital Markets Advisory, or a comparable professional-services group., • Corporate experience as a Chief Accounting Officer, Controller, Principal Accounting Officer, or senior finance executive within a life sciences organization., • Experience with biotechnology, pharmaceutical, medical device, diagnostics, or other life sciences companies across both private and public-company environments., • Relationships with executives, investors, attorneys, auditors, or other referral sources active within the life sciences ecosystem., • Experience working with venture capital, private equity, or other investors focused on life sciences companies., • Familiarity with SEC reporting and financial-reporting platforms such as Workiva or ActiveDisclosure., • Experience speaking at industry events, publishing technical content, or developing life sciences-focused training or thought leadership. Who thrives here: • A credible and relationship-oriented leader who builds trust with executives, clients, teams, and referral partners., • An entrepreneurial professional who enjoys developing business and growing an industry-focused practice., • A commercially minded advisor who connects accounting and reporting matters to broader business priorities., • A decisive leader who exercises sound judgment in complex and high-pressure situations., • An effective communicator who translates technical issues into clear, practical guidance., • A collaborative professional who works across service lines to bring the right capabilities to each client., • A committed mentor who develops others, delegates effectively, and creates opportunities for team members to grow., • A highly organized leader who can balance client delivery, business development, team leadership, and firm responsibilities., • A self-motivated, ethical, and dependable professional with a commitment to exceptional client service. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

About Revolut People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 70+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are essential to our success: our people and our culture. In recognition of our outstanding employee experience, we've been certified as a Great Place to Work™. So far, we have 13,000+ people working around the world, from our offices and remotely, to help us achieve our mission. And we're looking for more brilliant people. People who love building great products, redefining success, and turning the complexity of a chaotic world into the simplicity of a beautiful solution. About the role Our API Sales team enables leading enterprises to build directly on top of our global financial infrastructure. They help companies automate multi-currency payouts, issue cards, and streamline treasury operations through our powerful APIs. In this role, you’ll drive enterprise deal cycles, working a diverse customer book from initial conversation through close and launch and early account growth. You’ll play a part in GTM launch as we scale our API products globally - live today in EEA, UK, USA AND APAC. You’ll join a collaborative, high-performing team where smart, consultative selling builds long-lasting partnerships and drives exceptional results. What you’ll be doing • Building a network of enterprise customers across various industries, opening doors to generate revenue across payment solutions, • Owning your deals end to end - from sourcing the opportunity, winning the deal, getting the customer live, and expanding the account on the longer term, • Establishing a trusted, strategic advisor relationship with customers by demonstrating continued value through available features, • Managing and reporting accurate forecasts and pipelines, achieving sales goals on a quarterly basis, and mentoring other sales executives on strategies to reach their goals, • Partnering with Product Owners, Ops, Business Development Managers and other sales team to deliver an exceptional launch for every customer What you'll need • 4+ years of Enterprise sales experience ideally in the fintech, banking or payments industries, • Knowledge of selling API based solutions and products like card issuing and payouts, • A proven track record of consistently meeting and exceeding quota within ambitious and fast-paced sales organisations, • Experience creating partnerships with third-party companies to launch B2B services, • Curiosity, ability to learn quickly and to thrive in a collaborative, fast-paced environment, • Excellent communication, interpersonal, and presentation skills, • Fluency in English Nice to have • Experience in a reputable, high-growth startup, • A network of business partners relevant to our payments offerings, • To be a curious, quick learner who thrives in a collaborative and fast-paced environment, • Fluency in other languages Compensation range • US: $112,200 - $165,000 gross annually*, • Other locations: Compensation will be discussed during the interview process *Final compensation will be determined based on the candidate's qualifications, skills, and previous experience

Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you'll need to be better than your best. Being a Tristate financial advisor requires a contemporary way of thinking and doing. At TFA, we've completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial lives by considering a more important aspect of their financial picture: their profession. On a daily basis, our advisors: • Identify and set appointments with potential clients, • Meet with clients to assess their financial needs, • Develop customized financial plans to address each of the clients desired goals, • Maintain strong relationship with clients, helping them track their progress over time, • Provide ongoing consultation and support TFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams. Some features of this position include: • One-on-one training from seasoned leaders in the local financial planning industry, • A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance, • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results, • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities) Job Requirements: • Associate's degree in business or industry-related field, • Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office, • Must be a U.S. or Permanent Resident, • Willing to work in office Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000. Visit our website at http://www.tristatefa.com

Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through innovative platforms and white-glove services. Operating as a true fiduciary, we align our interests with our clients by providing personalized financial planning and access to institutional investment strategies. AQI: An Advisory Infrastructure Platform Our proprietary Advisory Platform (AQI) is designed by advisors, for advisors. It offers comprehensive support on critical tasks, allowing you to focus on building client relationships and growing your business. AQI provides: • Back-office services (billing, performance reports, account management), • Compliance support (oversight, annual filings, reviews), • Investment management services & strategies, • Out-of-office support, • Access to alternative investments Role Overview We are seeking a dedicated Financial Advisor to join our team. The ideal candidate will be committed to delivering exceptional financial planning and investment advisory services, utilizing AQI’s comprehensive platform to meet and exceed client expectations. Key Responsibilities • Provide personalized financial planning and investment advice to clients, • Utilize AQI to enhance client service offerings while offloading back-office and administrative tasks, • Collaborate with AQI’s experienced team to develop and implement client strategies, • Maintain compliance with industry regulations and company policies, • Foster and maintain strong client relationships through regular communication and exceptional service, • Focus on business development and growth initiatives Qualifications • Proven experience as a Financial Advisor or similar role, • Existing client book of business, • Strong knowledge of investment strategies, financial products, and market trends, • Excellent interpersonal and communication skills, • Ability to work independently and as part of a collaborative team, • Relevant certifications (e.g., CFP, CFA) are preferred, • Series 65 or 66 licensing is required What We Offer • Independence to build your own business, • Full back-office and administrative support, • Access to institutional investment strategies and alternative investments, • Opportunities for professional growth and development, • A collaborative and supportive work environment, • Competitive compensation with up to 100% payouts (roughly $150K - $1M+ per year), • Comprehensive out-of-office support How to Apply Interested candidates are invited to submit their resume and cover letter through our website's contact page or to . Join AQI and be part of a team that values innovation, client relationships, and professional growth.

Are you an experienced life insurance professional who enjoys leadership, travel, coaching, and building high-performing sales organizations? This is an opportunity to take on a broad and influential regional role with an organization that offers both stability and a strong platform for continued growth. An established, financially strong national insurance and financial services organization is seeking an experienced Regional Sales Manager to help lead and develop its field sales organization throughout the Midwest. This is an exciting opportunity for an accomplished insurance professional who enjoys leading people, developing sales teams, improving performance, and being out in the field. The organization offers the resources and stability of a long-established institution combined with a strong commitment to growth, professional development, and exceptional employee benefits. This is a remote position with regular travel throughout the assigned Midwest territory, including Michigan, Illinois, Ohio, Indiana, Wisconsin, Minnesota, Iowa, and Missouri. Candidates should reside within the region. Title: Field Performance Specialist - Remote Location: Chicago/Midwest (Michigan, Illinois, Ohio, Indiana, Wisconsin, Minnesota, Iowa) Salary: $110,000 - $120,000 +Bonus Key Responsibilities • The Field Performance Specialist will partner closely with senior field leadership and oversee the performance and development of multiple insurance sales agencies throughout the territory., • Lead, coach, and support agency management and field sales professionals throughout the Midwest region., • Work directly with agency leaders and their sales teams to increase production, expand and strengthen the sales force, improve activity levels, and drive overall agency performance., • This is a highly visible, hands-on leadership role for someone who can coach, motivate, influence, and develop successful sales professionals while building strong relationships across a large geographic territory., • Drive achievement of key sales, production, recruiting, and performance objectives., • Regularly visit agencies throughout the territory to evaluate performance, identify opportunities, and provide hands-on coaching and support., • Partner with agency leaders to develop strategies for increasing production and strengthening their sales organizations., • Motivate and develop General Agents, Assistant General Agents, Field Agents, and support personnel., • Analyze agency performance and key performance indicators to identify trends and opportunities for improvement., • Help agency leadership address operational, personnel, customer service, and performance challenges., • Serve as a trusted advisor and liaison between regional leadership and the field organization. Qualifications • Bachelor's degree in a related field., • 8+ years of relevant life insurance experience in a leadership capacity., • Strong knowledge of life insurance operations, products, policies, and processes., • Demonstrated leadership and management capabilities., • Experience coaching, developing, and motivating insurance sales professionals., • Excellent interpersonal, communication, and relationship-building skills., • Strong organizational, time-management, and problem-solving abilities., • Ability and willingness to travel regularly throughout the Midwest., • Professional insurance designations such as FIC, FLMI, or CLU are a plus.