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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job DescriptionCompany Description Christian Brothers Automotive Benefits: • *Up To $65K base for the Highly Qualified Candidates, • *Aggressive and Exciting Bonus Plan for Proven Performers, • Closed Every Weekend To Spend Time With Family & Friends, • Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar, • Paid Vacation & Paid Holidays, • Healthcare Benefits Available, • Matching Retirement Plans (401K), • Employee Discount, • Locally Owned and Operated, • On-Going Training & Career Advancement, • Employee Point Store Access - Redeem Your Training Points For Awesome Swag & Rewards, • Continuous Training Available Through The CBA Flywheel Learning System, • Wellness Program Offering Chaplain Care Support, • Employee Appreciation Events, • Weekly Team Lunches, • Team Member Celebration Program - Recognizing Employees' Birthdays and Achievements Throughout the Year, • Rewarding Great Work, The Annual Review Process provides opportunities to share goals and earn pay increases based on performance.Job Description Job Title: Automotive Service Advisor / Writer Location: 8079 Irmo Dr., Columbia, United States, 29212 Job Overview: As an Automotive Service Advisor/Writer with Christian Brothers Automotive, you are the trusted professional our guests rely on for assistance with their vehicles. Your role is crucial in building lasting relationships, as you are the face they see every time they invest in their vehicle. Service Advisors guide our guests through the entire repair process, keeping them informed about the status of their vehicles and ensuring their satisfaction before they leave our facility. Responsibilities include, but are not limited to: • Greet every guest that enters our facility with hospitality and respect, • Present the best solution to properly repair our guest vehicle in a way that is easy for them to understand, • Manage the store’s workflow in an effective and efficient manner, • Consistently and effectively sell our services without jeopardizing honesty and integrity, • Maintain a positive attitude and team atmosphere at all times, • Communicate on the phone in a clear professional manner, • Build long-term relationships between the store, yourself and our customer, • Directs, coordinates, and participates in performing customer service activities, • Shuttle guest as needed in CBA branded vehicle, • Ensure that all repairs are performed to proper specifications., • Work together as a team and assist other employees as needed, • Other duties as assignedQualifications Qualifications: • Current driver’s licenses, • Ability to multitask and meet deadlines, • Ability to seek and accept coaching and direction, • Proven successful customer service experience is required, • Must have strong interpersonal skills to effectively communicate with our guests through mediums such as phone, email, text and in-person conversations, • Driving record acceptable to our current insurance carrier, • Proficiency in Windows based computer software and automotive store applications, • Tekmetric experience is a plus, • Experience in Customer Service and Sales, • Being dependable and reliable for a position that is scheduled for Monday – Friday, 7am – 6pm, • Being on your feet the majority of the workday (standing, walking, coordinating parts, etc.), • Occasionally lifting and carrying objects over 50 lbs., • Keeping a brisk work pace in a high-volume environment Additional Information Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first. All 300+ CBA locations offer a modern facility equipped with manufacture-level diagnostic equipment and the latest factory scan tools. CBA shops also offer their technicians a consistent workload, free training, full-time live technician support and access to our private Technician Assistance Center. Thank you for viewing this opportunity! This job posting is for an opening at a Christian Brothers Automotive location that is independently owned and operated by a local licensed franchisee. Your application and any information included with it will be submitted to the franchisee for further handling. Christian Brothers Automotive Corporation ("CBAC") is a separate business entity. No CBAC employee will be involved in any decisions regarding your employment application. If you are hired for this position, you also understand and acknowledge that the local franchisee will be your employer and that CBAC will not be your employer. The local franchisee is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling and supervision. All of your information will be kept confidential according to EEO guidelines. Christian Brothers Automotive is an Equal Opportunity Employer. Christian Brothers Automotive locations practice "At-will" employment practices.

Job DescriptionDirector of Human Resources Company Overview Organized in 1974 by electric cooperatives in South Carolina, CEEUS, Inc. is a corporation whose members are electric cooperatives in the Eastern region of the United States. CEEUS, Inc. is headquartered in West Columbia, South Carolina and operates warehouses out of their headquarters and a second location in Glen Allen, Virginia. Serving electric cooperatives, municipalities, and investor-owned utilities in South Carolina, Virginia, Maryland, and Delaware, CEEUS, Inc. proudly offers convenient delivery to customers via our fleet of trucks or common carrier. Along with the best products in our industry, CEEUS, Inc. has grown to offer a Tool Repair service, a Rubber Goods Testing facility as well as the leading technology while providing some of the most competitive prices in our industry. With a dedicated, growing workforce and an emergency response plan that enables quick and effective service, CEEUS, Inc. continues to be a reliable partner to the electric utilities we support so that they can serve their local communities. Purpose The Director of Human Resources will lead the Human Resources, Administration, and Safety departments. This will include recruitment, employee relations, performance management, training and development, investigations, safety programs, compensation and benefits, compliance, and worker's compensation. This role is critical in fostering a positive work environment and ensuring the workforce is engaged, motivated, and aligned with CEEUS's goals. Nature and Scope This position provides strategic leadership and hands-on management of the HR department, ensuring alignment with organizational goals and values. The Director of HR partners closely with executive leadership and department managers to attract, retain, and develop top talent, maintain legal compliance, and strengthen organizational culture. The role manages a small HR team, oversees benefits, administration, and serves as a trusted advisor to employees at all levels of the company. Qualities | The Director of Human Resources we are looking for are: • Strategic Thinker: Aligns HR initiatives with organizational goals, • People-Focused: Builds strong relationships with employees and leadership, • Ethical: Maintains integrity, confidentiality, and trust in all matters, • Collaborative: Works effectively across all levels and departments, • Innovative: Identifies and implements creative solutions to HR challenges, • Decisive: Makes informed decisions in a timely manner, • Communicative: Clearly conveys policies, expectations, and changes, • Adaptable: Responds effectively to evolving business and workforce needs, • Organized: Balances multiple priorities with efficiency, • Results-Oriented: Measures and drives outcomes in all HR programs Job Responsibilities • Manage human resources functions and programs including, but not limited to, the administration of compensation plans, insurance and benefit programs, employee relations, affirmative action plan, organizational charts, job descriptions, employee training, FMLA, ADA, succession planning and development of CEEUS personnel policies., • Maintain a current knowledge of all Federal, State, and local laws, regulations and practices related to human resource administration to ensure CEEUS policies and practices are in compliance and serve as the principal source of guidance and counsel in these matters, as well as the coordination of activities related to the investigation and adjudication of related issues., • Develop and implement strategies and initiatives that align with the overall business goals and collaborate with each department in achieving such goals., • Lead organizational change initiatives to increase efficiency and effectiveness by ensuring smooth transitions with minimal disruption to operations., • Perform, study, and research human resources, employment law, and management relations to ensure that CEEUS has current information to develop and maintain benefits, policies, and standard practices and procedures for human resources administration and make recommendation changes., • Serve as the Equal Employment Opportunity Coordinator. Coordinate with the staff on the implementation of all plans necessary to keep CEEUS in compliance with such programs as well as ensure full compliance with associated laws., • Lead and oversee performance management processes, employee relations, and engagement initiatives to provide guidance on conflict resolution, disciplinary actions, and performance improvement plans to create and foster a positive and productive work environment., • Develop and manage employee recruitment, training, orientation and career development programs to facilitate the selection process, promote productivity, satisfaction, and enhance employee skills and career growth., • Assist in developing and implementing succession planning strategies in collaboration to ensure leadership continuity and talent development., • Prepare department budget which includes financial requirements for the fiscal year., • Manage the retention of the benefit portfolio including but not limited to medical insurance coverage, retirement plans, LTD, and life insurance options., • Monitor and analyze Human Resources metrics to assess the effectiveness of programs and initiatives., • Supervise and manage day-to-day activities of the Human Resources department while also providing leadership and mentorship to direct reports., • Oversee employee record keeping as to documentation of personnel files, including but not limited to evaluations, disciplinary action, benefit and medical records., • Maintain a high level of confidentiality in all human resources related roles and responsibilities., • Oversee Administrative daily tasks and duties including, but not limited to, events, front lobby and companywide communications., • Oversee the Job Training & Safety Coordinator in daily tasks and duties including, but not limited to, safety regulations, Worker's Compensation, and investigations., • Represent CEEUS as needed at organizational conferences and meetings at the local, state, and national levels where objectives of CEEUS can be served., • Other duties as assigned. Skills • Ability to work with all employees in the best interest of CEEUS and accept change in work programs and patterns to keep pace with changing times., • Possess the highest degree of integrity, honesty, pleasant disposition, and extreme tact., • Possess and demonstrate the ability to effectively exercise supervisory and functional authority with requisite interpersonal skills., • Must possess effective communication skills in listening, understanding, speaking, and writing (English language) to carry out internal and external, written and oral communication responsibilities., • Ability to work independently and assume responsibility., • Possess strong analytical and problem-solving skills., • Ability to operate office equipment such as a PC and be proficient in Microsoft Word, Excel, and PowerPoint. Working Location and Conditions • Based at CEEUS headquarters in West Columbia, SC, • Standard working hours of 8:00 AM to 5:00 PM, Monday through Friday with 1 hour for lunch, • Standard two 15-minute break periods per day, • Occasional extended hours during open enrollment or compliance deadlines, • Some travel required; including support of our Virginia office and recruiting events. Essential Jobs Functions • Ability to sit or stand at a workstation for up to six hours at a time., • Must possess fine motor skills and finger dexterity necessary for precise and efficient use of a keyboard, mouse, and trackpad in performing job-related tasks for extended periods., • Ability to communicate frequently and clearly in both verbal and written formats., • Must have the ability to see and interpret detailed information, including small text and images, on screens, paper, or other materials, with or without corrective lenses., • Must be able to process complex information, evaluate multiple variables, and apply logical reasoning to solve problems and make informed decisions., • Demands for the position are typical of an office environment and must be met to perform the essential functions of the position., • Frequent presence on the warehouse floor; may require standing, walking, and light lifting, • Visual acuity and manual dexterity to enter data is required., • Frequently sits, stands, and walks., • Ability to stoop, bend at knees and waist, squat, and occasionally lift up to 10lbs. Pay and Benefits • Salary commensurate with experience, • Highly competitive benefits package includes Health, Dental, Vision, Life, LTD, PTO, 401K, and Pension Requirements • Bachelor's degree in Human Resources, Business, or related field, • 8+ years of progressive HR experience including 3+ years in a leadership role, • Experience at an electric utility or related industry preferred, • Possess Human Resources Certifications i.e. SHRM-CP, SHRM-SCP, PHR, etc., • Must have strong leadership, interpersonal, and problem-solving skills., • Must be proficient with HRIS and Microsoft Office., • Must have in-depth knowledge of employment laws and HR best practices., • Experience in developing and implementing effective HR strategies and programs., • Experience in managing recruitment, employee relations, performance management, and training and development required, • Must be able to manage time and multiple priorities independently Job Posted by ApplicantPro

Job DescriptionSalary: About BPS At BPS, we believe that strong relationships are the foundation of exceptional client service. For more than 30 years, we've partnered with businesses and individuals to help them navigate complex financial landscapes with confidence. As one of the Southeast's leading accounting and consulting firms, were committed to delivering smart, personalized solutions while fostering a collaborative, growth-minded environment for our team. Position Summary: The CAS (Client Accounting Services) Leader / Manager at BPS will be responsible for building, leading, and growing our Client Accounting Services practice. This role is ideal for a strategic, service-oriented professional who excels at delivering high-quality outsourced accounting solutions and developing strong client relationships. Youll work with a diverse client base ranging from entrepreneurial businesses to established organizations, helping them achieve their goals through timely, insightful financial information and guidance. This leader will be based on site at the Columbia, South Carolina location. Key Responsibilities: • Lead and manage the CAS practice, including service delivery, client engagement, team development, and operational excellence, • Serve as primary advisor for CAS clients, ensuring their accounting needs are met with accuracy, efficiency, and proactive insights, • Provide clients with financial insights, including dashboards, cash flow analysis, and business performance reporting, • Oversee monthly, quarterly, and annual accounting processes including financial statement preparation, reconciliations, payroll processing, sales tax filings, budgeting, and other compliance requirements, • Design and implement workflows and best practices for the CAS team, including effective use of technology to deliver scalable, high-quality service, • Collaborate with firm leadership to set goals for the practice, including revenue targets, client onboarding, and process improvements, • Train, coach, and mentor staff, promoting a culture of learning, accountability, and client-first service, • Identify opportunities to expand relationships with existing clients and develop new client relationships through networking and business development, • Partner with other service lines (tax, audit, consulting) to deliver integrated solutions Qualifications: • Bachelors degree in Accounting, Finance, or related field required; CPA is required for this position, • 8-10 years of progressive accounting experience, including managing outsourced accounting engagements, • Prior experience leading teams or supervising staff in a client-service environment, • Deep knowledge of GAAP, general ledger accounting, financial reporting, and applicable compliance requirements, • Strong technology orientation and familiarity with modern accounting platforms (e.g., QuickBooks Online, Bill.com, Sage Intacct, Xero, etc.), • Excellent communication and relationship-building skills; able to translate complex financial concepts into client-friendly language, • Proactive, solutions-focused mindset with process improvement and innovation experience, • Strong organizational skills with the ability to manage multiple clients and deadlines Why Join BPS? • Competitive Compensation & Benefits: Enjoy a competitive compensation package, including performance-based incentives and comprehensive benefits., • Supportive & Collaborative Culture: Thrive in a supportive environment with ample resources and leadership backing to ensure your success., • Professional Growth & Impact: Seize opportunities for professional growth and make a significant impact on the firm's strategic direction.

The client is looking for a Financial Analyst to join their growing team in Columbia, SC! This is a brand new role where you'll be a key player in shaping our financial strategy and driving business growth. In this position, you'll be more than just a numbers person. You'll partner with leaders across the company to translate complex financial data into actionable insights that inform their most important decisions. This is an exciting opportunity to use your analytical skills to make a tangible impact and contribute to their success. What You'll Do • Financial Planning & Forecasting: Lead the charge on the budgeting and forecasting processes, helping plan for short- and long-term growth. You'll develop medium and long-range cash flow and capital strategies to support business expansion., • Strategic Analysis: Build and maintain dynamic financial models to evaluate new business initiatives and key projects. You'll conduct detailed variance analyses, identifying trends and key drivers of financial performance., • Business Partnership: Collaborate with operational and cross-functional teams to identify opportunities for cost savings and efficiency improvements. You'll be a trusted advisor, translating financial insights into clear, data-driven recommendations., • Reporting & Communication: Prepare and deliver clear, compelling financial reports and presentations for leadership and stakeholders. You'll ensure the accuracy and integrity of our financial data across all systems. What You'll Bring • A bachelor's degree in Finance, Accounting, Economics, or a related field., • A minimum of 3 years of progressive experience in Financial Planning & Analysis (FP&A) or a similar role., • Expertise in Microsoft Excel with a knack for building sophisticated financial models., • Excellent analytical, problem-solving, and communication skills. You can explain complex financial data to anyone., • A collaborative mindset and a passion for working with cross-functional teams., • The ability to thrive in a fast-paced, high-growth environment.

Job Description About Us: At The McDaniel Corporation, we are a dynamic financial planning firm dedicated to providing exceptional service to our clients. With a close-knit team of three advisors and ten dedicated staff members, we pride ourselves on our collaborative and client-focused approach. We are currently seeking a motivated and detail-oriented individual to join our team as an Administrative Assistant. Position Overview: We are seeking an organized, proactive Administrative Assistant to support reception, data entry, and provide personal assistance to Craig McDaniel. This is a hands-on, diverse role involving client interaction, office management, and administrative tasks. Key Responsibilities: • Administrative Support: Answer phones, greet clients, manage emails, maintain the office (ordering supplies, tidying kitchen, etc.), and assist with general office tasks., • Data Entry: Enter and update client information into our client database system, ensuring accurate and up-to-date records., • Personal Assistant: Organize daily tasks, sort emails, book travel (flights, hotels, car rentals), prepare agendas, and ensure the advisor is fully prepared for meetings and appointments., • Strong organizational skills and attention to detail., • Ability to multitask in a fast-paced setting., • Positive and professional demeanor with excellent communication skills., • Dental and life insurance., • Paid vacation days.

Job Description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. To excel in this tightly regulated role, you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market. Additionally, through our CPA Advantage program we thrive by fostering mutually beneficial relationships between financial professionals and CPAs. Responsibilities: • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy., • Answering client questions about financial strategies and giving financial advice., • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives., • Review client accounts and strategies on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan., • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals., • Resilience and humility., • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients., • Implementing financial strategies or referring clients to professionals who can help them., • Managing and updating client portfolios., • Contacting clients regularly to discover changes in their financial status., • Building and maintaining your client base.Requirements:, • Bachelor's degree in business, finance, or related field., • 3+ years of sales experience., • Must have current FINRA Series 6 and 63 or 7 and 66 Securities Registration (65 a plus)., • Life and health license., • Valid drivers license., • Knowledge of mutual funds, securities, and insurance industries., • Proficient in Word, Excel, Outlook, and PowerPoint., • Comfortable using a computer for various tasks. Powered by JazzHR Pe4oI1IDu0

Job DescriptionROLE DESCRIPTION: As a Financial Representative, you will assist the Financial Advisor to create long-term financial plans for Clients. This opportunity is ideal for candidates with sincere interest and aptitude to work in Financial Services with emphasis on Investment Accounts. This role is client facing in person, over the phone, and through virtual meetings. RESPONSIBILITIES: • Schedule Financial Planning Appointments, • Prepare Client Balance Sheets to Calculate Net-worth, • Create Client Profiles using Money Guide Pro Tool, • Follow-up with Clients to Set-up Investment AccountsQUALIFICATIONS:, • 3.5 GPA or Above, • Must be able to obtain Life and Health Insurance License, • Must be able to submit and pass a background check that includes finger printing, • Comfortable interacting with clients in all settings (phone, in person, etc.), • Training, • Training administered by Financial AdvisorBENEFITS:, • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days), • Paid Holidays, • Flexible Health Benefit plan, • Monthly Bonus Eligibility, • Advancement opportunity to become Financial Advisor

Job DescriptionDescriptionAt VC3, we don’t just solve IT problems — we own them. We serve hundreds of municipalities and organizations across the United States and Canada, bringing IT to the people who need it most. We believe in earning trust, having a growth mindset, and delivering excellence every single time. We're a team of doers, builders, and tech whisperers who live by 4 core values: Go Beyond | Own It | Be Curious| Serve as One We pride ourselves on making IT personal, making IT easy, and getting IT right. And it all starts with our talented team that is committed to raising the bar. The Impact you will have: You will engage with clients at an executive level, connecting with the key decision maker for long-term technology planning. By meeting clients regularly, you will bring forward insights, challenges and opportunities to align technology with client’s evolving goals. Your consultative approach and market analysis will help shape client’s technology roadmaps that support client satisfaction and maintain VC3’s as a market leader in managed IT services. What you will be doing:Client Relationship Responsibility: • Develop an understanding of each client’s business goals, needs, challenges, interests and any compliance or regulatory requirements related to technology use., • Act as the trusted advisor and consultant to the client regarding adopting our technology solutions that align with their business, and to support technology investment which advances the needs of both VC3 and the client., • Lead the contract renewal process for each client assigned to them and looking for opportunities to grow our service scope with those clients., • Explain risks and liabilities to clients about their technology state and decisions, and if appropriate documenting the client’s decisions to manage VC3 risk and liability., • Respond to client communications within the SA’s scope, or to connect the client with a more appropriate resource for those needs in a timely manner or advising a client of an expected timeline or future meeting where they will address the client’s need. Client Road Mapping/Budgeting Responsibility:, • Gather or review feedback, audit outcomes, evaluations, alignment with standards and best practices, and other relevant data associated with the client to understand their current state., • Lead the development and progress of client’s technology road map and IT budget, • Support prioritization, management, forecasting, renewal, and delivery of VC3 solutions to their assigned clients, as well as education of clients on those solutions., • Support the onboarding of new clients, assisting in expectation setting and relationship building with the key decision makers involved. Client Meeting Responsibility:, • Schedule and prepare the client facing meetings with each client assigned to them based on a cadence set by VC3. The expectation is that these meetings will drive alignment to our standards, report on roadmap and progress, outline next steps and get client approval on them., • Understand and provide the business need and business outcome aspects required for the internal process to scope, estimate, and then present solutions for the client. Technology Awareness Responsibility:, • Understand VC3 technology solutions and standards, the client’s adherence or needs relating to those standards, and using the appropriate internal platforms to drive that ongoing alignment., • Identify areas where new technology solutions are needed by clients or capture where other internal teams identify that need., • 10+ years of solid business experience (Technical Account Manager experience preferred), • 3+ years working in an IT industry or technical experience. Managed Services Provider experience preferred., • Bachelor’s degree or equivalent experience, • Degrees, certifications or other designations in relevant technology or business education is an asset. (Ex. ITIL, Microsoft MCP, business management degree with an IT focus, ITCP), • Proven ability in relationship building, data analysis, consultative selling and collaboration, • Travel Requirements: must have a valid driver’s license, reliable transportation, ability to travel when necessary, ability to travel overnight and limited weekends as needed, • Go Beyond – you take that extra step to create moments that are unexpected but appreciated., • Own It - You have the courage to do what's right, the resolve to take responsibility, and the grit to cross the finish line., • Be Curious - You challenge the status quo and aim for continuous improvement and constant learning., • Flexibility – We’re remote-first, but not remote-only. Some roles include an onsite component, depending on team needs. We aim to give you the flexibility to do your best work, plus company-paid time off to help you thrive in work and in life., • Well-being & Support - Caring for our team goes beyond the workday. We offer a range of benefits to support your overall well-being, from mental health and leave support through our Employee and Family Assistance Program, to financial wellness through company-matched 401(k)/RRSP plans. Whether it’s today’s needs or tomorrow’s goals, we’ve got you covered., • Grow with Us – Whether you’re just getting started or ready to take the next step, we are committed to investing in your growth. We offer structured development through our Leadership Academy, monthly learning sessions, mentorship programs, learning reimbursements, internal career fairs, job shadowing, and personalized career-pathing to support internal mobility., • People-First Culture – We live our values, support each other, and create a space where everyone belongs. We have a common goal of doing work that matters, with autonomy, recognition, and a mission to serve those who serve., • Transparent Leadership – From open communication to clear company goals, our leaders are involved, and our managers are here to support your growth every step of the way. Applicant selected will be subject to a criminal and department of motor vehicles background checks and must meet Criminal Justice Information Systems (CJIS) requirements post-employment Thank you for your interest in VC3. We appreciate all applications; however, only those candidates selected for an interview will be contacted. Learn more about VC3 by visiting our website and follow us on LinkedIn to stay informed!

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