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Job DescriptionOverview 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.

Job DescriptionOverview 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.

Job DescriptionOverview 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.

Job Description Overview We are seeking a detail-oriented and organized Accounting Assistant Manager to join our finance team. The ideal candidate will support various accounting functions, ensuring accuracy and compliance with financial regulations. This role is essential in maintaining financial records and assisting with the preparation of reports. The Accounting Assistant will work closely with other team members to facilitate smooth financial operations. Contract 1 year Located in Plano, TX Offering $33-34/hr. Duties · Lead and manage the month-end, quarter-end, and year-end closing processes, ensuring timely and accurate journal entries, account reconciliations, and financial reporting in compliance with GAAP. · Preparation, documentation, processing, and filing of accounting and financial information, while ensuring adherence to internal policies and regulatory requirements. · Oversee the general ledger management and financial statement preparation, ensuring accuracy, consistency, and completeness of financial records. · Act as the primary liaison for external and internal audits; ensure audit readiness and coordinate audit activities and documentation. · Manage responses to inquiries and audits from the IRS, State, and other tax authorities; lead the resolution of complex tax issues and filings. · Provide tax planning insights by researching and consulting on various corporate and operational tax matters. · Direct and supervise the accounting team, providing performance feedback, coaching, and development to ensure team efficiency and accuracy. · Serve as a financial advisor to the Finance Leader by identifying financial risks and opportunities, contributing to strategic decision-making, and supporting fiscal planning across the business unit. · Lead initiatives for continuous improvement in accounting and financial processes; recommend and implement process improvements, automation, and system upgrades to enhance efficiency and control. · Collaborate cross-functionally to align financial goals and operational objectives, and provide financial insight to support business strategies. · Assist with financial planning, budgeting, and forecasting activities; provide variance analysis and actionable insights to leadership. · Ensure internal controls are properly designed, implemented, and monitored to safeguard company assets and maintain compliance with all financial policies and procedures. · Foster a collaborative team environment by participating in cross-training and knowledge-sharing initiatives to enhance team capability and business continuity. · Contribute to the development of departmental policies, procedures, and strategic goals, aligning accounting operations with organizational objectives. Requirements/Qualifications: · A bachelor’s degree in accounting, Finance, or a related field is required. · 3 - 7 years of experience in Accounting or related experience required · Ability to collect and analyze data to report so that management may perform strategic analysis · Excellent communication skills and ability to maintain confidentiality with sensitive information · Strong knowledge of financial, cost, management accounting principles and internal controls · Strong knowledge of US GAAP/ accounting theory Company DescriptionOur Professional Division works with clients as a stakeholder in their hiring strategy and process. We facilitate a solid match for our employees and clients, examining the experience and team dynamics required for a great match. Our professional team was handpicked from 25 years of recruiting and staffing experience to build our Professional team to be the best in the industry. We focus on professional placements in your Executive Placement, Accounting & Finance, Human Resources, and Administrative Support areas. We place candidates leveraging direct hire, contract-to-hire, contingent, and “Smart Hire” modalities.Our Professional Division works with clients as a stakeholder in their hiring strategy and process. We facilitate a solid match for our employees and clients, examining the experience and team dynamics required for a great match. Our professional team was handpicked from 25 years of recruiting and staffing experience to build our Professional team to be the best in the industry. We focus on professional placements in your Executive Placement, Accounting & Finance, Human Resources, and Administrative Support areas. We place candidates leveraging direct hire, contract-to-hire, contingent, and “Smart Hire” modalities.

Job DescriptionOverview 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.

Job DescriptionOverview 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.

Job Description Career TEAM is a leading workforce development organization on a mission to transform lives. We blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes in the lives of job seekers across the country. At Career TEAM, we're solving today's unemployment challenges with smart software, world-class trainers, dedicated case managers, dynamic job developers, and innovative partners. If you're passionate about making a difference and believe in the power of technology to transform lives, you'll feel right at home here. Career Team is looking to hire a Choices/SNAP Career Advisor who will perform professional work providing career counseling, intensive case management, and follow-up services for eligible participants in the Choices and SNAP programs. Work is performed under the supervision of the Choices/SNAP/NCP Program Manager. Your Impact on Career Team's Success: • Provide Choices/SNAP case management services to eligible participants, • Complete intake and eligibility determination for the given workforce program, • Assess jobseekers' employment and training needs and abilities through interviewing, testing, and other methods, • Enter data into Work In Texas and/or TIERS and any participant information system as required, and any other database as required by the One-Stop system, • Guide jobseekers through the preparation of individual employment plans (IEP) based on their specific occupational goals, • Counsel clients on available job opportunities, training programs, and other services, • Refer individuals to appropriate services, training programs, or job opportunities and follow-up on those activities, • Conduct orientation sessions, workshops, job clubs, and other group presentations for clients, • Follow all policies, procedures, and regulations related to eligibility documentation; ensure that case files have originals and/or copies of eligibility documentation, • Maintain accurate individual case files for each registered customer assuring that each file contains all required eligibility documents and meets compliance requirements, • Provide referral and tracking of eligible customers into contracted programs provided on-site at the One-Stop centers and/or located in the community in accordance with established contracts, • Meet and/or exceed program benchmarks, • Participate in all staff-related events as required, including but not limited to training, staff meetings, and individual supervision, • Complete all required reports, • Approach each day and task with a "ZAG" mindset, • Bachelor's degree in a related field and 1-2 years of work experience or a satisfactory equivalent of education and experience, • Strong communication skills and knowledge about community resources, • Possess strong analytical and problem-solving skills, with the ability to make well-thought-out decisions, • Able to work with and relate to participants and be culturally sensitive, • Must be computer literate and have MS Applications (Word, Excel, and Outlook) skills at minimum, and the ability to learn specialized databases and software systems, • Ability to work in a variety of settings with a culturally diverse customer base with the ability to be culturally sensitive, • Ability to serve as a role model to customers and motivate them towards achieving goals, • Ability to meet and/or exceed set goals and objectives, • Excellent interpersonal, time management, customer service, organizational skills, and communication skills, both oral and written, required, • Bilingual or Multilingual, • Strong multitasking abilities and a proactive approach to tasks, • Training in trauma-informed care, evidence-based practice, and/or whole family services EMPLOYMENT TYPE: Full-Time, Non-Exempt Employee Salary: $45,000-$55,000/yr Job Site: On Site Travel: 15% travel within the region About Career TEAM: Founded in 1996, Career TEAM, LLC is a private workforce development organization. Career TEAM's outstanding record of accelerating the human condition has resulted in numerous honors: • Named by Inc. Magazine as one of America's 500 fastest growing privately held companies, • Recipient of the US Chamber of Commerce Blue Chip Enterprise Award for innovation, • Featured by 60 Minutes, CNN, Money Magazine, Inc. Magazine and the British Broadcasting Network as an innovative, government funded solutions program Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position. California Consumer Privacy Act ("CCPA"). Career Team is committed to complying with the CCPA and all data privacy and laws in the jurisdictions in which it recruits and hires employees. Career Team collects and uses Personal Information for human resources, employment, benefits administration, health and safety, and business-related purposes and to be in legal compliance. Below are the categories of Personal Information we collect and the purposes for which we intend to use this information: Identifying information, such as your full name, gender, date of birth, and signature; Demographic data, such as race, ethnic origin, marital status, disability, and veteran or military status; Contact information, such as your home address, telephone numbers, email addresses, and emergency contact information; Dependent's or other individual's information, such as their full name, address, date of birth, and Social Security numbers (SSN); National identifiers, such as SSN, passport and visa information, and immigration status and documentation; Educational and professional background, such as your work history, academic and professional qualifications, educational records, references, and interview notes; Employment details, such as your job title, position, hire dates, compensation, performance and disciplinary records, and vacation and sick leave records; Financial information, such as banking details, tax information, payroll information, and withholdings; Health and Safety information, such as health conditions (if relevant to your employment), job restrictions, workplace illness and injury information, and health insurance policy information; Information Systems (IS) information, such as your search history, browsing history, login information, and IP addresses on the Company's information systems and networks; Biometric information, such as facial recognition, fingerprints, iris or retina scans, keystroke, or other physical patterns; and Geolocation data, such as time and physical location related to use of an internet website, application, device, or physical access to a Company office location. The Company collects Personal Information to use or disclose as appropriate to: (1) Comply with all applicable laws and regulations; (2) Recruit and evaluate job applicants and candidates for employment; (3) Conduct background checks; (4) Manage your employment relationship with us, including for: (a) onboarding processes; (b) timekeeping, payroll, and expense report administration; (c) employee benefits administration; (d) employee training and development requirements; (d) the creation, maintenance, and security of your online employee accounts; (e) reaching your emergency contacts when needed, such as when you are not reachable or are injured or ill; (f) workers' compensation claims management; (g) employee job performance, including goals and performance reviews, promotions, discipline, and termination; and (h) other human resources purposes; (5) Manage and monitor employee access to company facilities, equipment, and systems; (6) Conduct internal audits and workplace investigations; (7) Investigate and enforce compliance with and potential breaches of Company policies and procedures; (8) Engage in corporate transactions requiring review of employee records, such as for evaluating potential mergers and acquisitions of the Company; (9) Maintain commercial insurance policies and coverages, including for workers' compensation and other liability insurance; (10) Perform workforce analytics, data analytics, and benchmarking; (11) Administer and maintain the Company's operations, including for safety purposes; (12) For client marketing purposes; (13) Exercise or defend the legal rights of the Company and its employees, and affiliates, customers, contractors, and agents; and (14) to comply with requirements of government grants, including, but not limited to, program and audit requirements.

Job Description About Dynatron Dynatron is transforming the automotive service industry with intelligent SaaS solutions that drive measurable results for thousands of dealerships and service departments. Our proprietary analytics and workflow tools empower service managers to boost profitability, enhance customer satisfaction, and unlock operational excellence. Backed by strong momentum, customer success, and market demand, we’re scaling. And we’re just getting started. The Opportunity We’re looking for an experienced, data-savvy Start Smart Coach to join our high-performing team and partner directly with fixed operations teams at leading automotive dealerships. This is a client-facing, consultative role focused on driving financial results by coaching service department teams to adopt proven pricing strategies, optimize operations, and fully leverage Dynatron’s proprietary software tools. The Start Smart Coach is the trusted advisor to our clients, an expert in Fixed Ops who brings strong data analysis skills, industry knowledge, and a passion for helping others succeed. If you're energized by relationship-building, mentorship, and turning analytics into action, this is your opportunity to make a measurable impact in a growing SaaS company that's redefining service profitability in the automotive space. What You’ll DoCoaching & Client Engagement • Deliver proactive coaching and strategic support to service departments using Dynatron’s Start Smart coaching methodology., • Build strong, long-term relationships with dealer clients and serve as the primary point of contact for training, performance analysis, and ongoing improvement., • Lead weekly or bi-weekly virtual coaching sessions to guide implementation of pricing strategies and operational improvements., • Serve as a subject matter expert in key Fixed Ops levers, including ELR, WLR, Hours/RO, parts matrixing, labor grid optimization, and warranty pricing.Product Utilization & Training, • Train service and fixed ops leadership teams on how to use Dynatron's software tools effectively to track performance and unlock new revenue opportunities., • Present key data and insights in a compelling way that aligns with client goals and business outcomes., • Leverage the “Perfect Pricing” model to demonstrate potential financial impact and ROI.Insights, Documentation & Growth, • Maintain detailed notes in CRM systems to track coaching progress, insights, and client actions., • Identify and share success stories and client wins that showcase product value and encourage deeper engagement., • Collaborate with Sales and Product teams to support client expansion and adoption of additional Dynatron solutions., • Promote participation in Dynatron’s service manager workshops and other learning opportunities.What You Bring, • 3-5 years of experience in automotive Fixed Operations; previous service manager experience strongly preferred, • Deep understanding of dealership service operations, including labor rate strategies, parts pricing, warranty filing, and performance metrics, • Strong analytical mindset with experience reviewing and presenting data-driven insights, • Proven ability to train and influence service managers and dealership leadership, • Comfortable delivering remote coaching sessions to varied audiences from advisors to executives, • Highly consultative approach with a customer-first mindset and strong relationship-building skills, • Excellent communication, time management, and organization skills in a remote work environment, • Self-motivated, detail-oriented, and passionate about driving measurable outcomes for clients, • Experience using CRM and coaching tools to manage client interactions and track performance, • A positive, energetic attitude aligned with Dynatron’s core valuesWhy Dynatron, • High-impact, client-facing role where your coaching drives measurable revenue growth for dealerships, • Opportunity to be the face of a category-defining SaaS product in the automotive service space, • Remote-first company culture that supports autonomy, flexibility, and collaboration, • Comprehensive health, vision, and dental insurance, • Employer-paid short- and long-term disability and life insurance, • 401(K) with competitive company match, • Flexible vacation policy and 11 paid holidays, • Home office setup support for remote employees, • Ongoing professional development opportunities, • Culture rooted in our 5 Core Values:, • Success Driven - We strive for excellence with continuous improvement and grit, • Delivering Results - We don’t confuse effort with outcomes, • Sense of Urgency - We know our priorities and act decisively, • Accountability - We take ownership and follow through Powered by JazzHR lDol1po3iR

Job DescriptionAbout this role As a Market Development Manager, you will serve as an advisor to customers to position Adecco as a trusted workforce specialist and drive brand awareness within industry sectors. You will be responsible for identifying and closing new sales opportunities through your knowledge of the market geography, economic environment, top companies, and competitors, in the temporary staffing space What you’ll be doing • Serve as a Brand Ambassador and participate in thought leadership activities that build Adecco’s reputation as the most admired workforce solutions partner., • Partner with various internal stakeholders to provide full-service solutions to our clients., • Identify and close new sales opportunities through your knowledge of the market geography, economic environment, top companies, competitors, in the temporary staffing space., • Establish a plan to grow and retain existing accounts and newly acquired clients., • Maintain a pipeline of your Top 100 opportunities and perform daily sales activities (cold calls, visits, execution of proposals, pricing and contract negotiations), • Build trust and credibility amongst clients/prospects, candidates, and colleagues by communicating our value proposition., • Responsible for creating an excellent customer experience as measured by the NPS scores., • Establish business objectives and financial goals for your market (branch revenue and expense forecasts)., • Develop short- and long-range growth plans., • Set and monitor pay and bill rates based on skill categories. Ensure proper credit references are obtained and client credit limits are established according to guidelines. Perform collection of all outstanding accounts receivable., • Tour client facilities regularly to gain understanding of business and personnel requirements of the client., • Collaborate with centralized teams including central recruitment, sales and operations.Job Requirements, • Bachelor's Degree in a business-related discipline, • Minimum two years outside sales experience with success in exceeding goals and KPIs., • Ability to provide strategic, out of the box solutions to our clients, acting as a true consultant, • Able to set own priorities, schedule day’s events, make cold calls, prepare and give formal presentations., • Must have working knowledge of labor and employment laws., • Able to manage multiple tasks and meet deadlines and able to handle multiple problems simultaneously., • Must be a collaborative team player, able to establish and maintain effective working relationships., • Planning and organizing., • Development of business opportunities., • Proficient with Microsoft Office products, including Word, Excel, PowerPoint and Outlook. You’ll have the opportunity to grow across a variety of interesting jobs and careers over our extensive portfolio of global brands. We empower our colleagues to work in the smartest, most efficient ways to achieve total balance between the demands of their jobs and their lives. That’s why we give you the autonomy and support you need to work in the way that makes you most productive, agile, confident, and insightful. Putting people first, pioneering with a collective spirit and always advancing with a growth mindset -that’s what we stand for at the Adecco Group. Here, we are all individuals with a unique perspective on the world we live in. That’s what makes us stronger. Whoever you are and whatever your background, you can be yourself. So, we aim to build on the attributes that make you, you. We offer a range of world-class resources for upskilling and development, satisfying your curiosity while the sharing skills, knowledge, and expertise to grow together. Make an impact where it matters most. A journey to bring out the best in you We believe that having an understanding of the hiring process helps you to prepare, feel, and be, at your best. As a global, multi brand organization with multiple different roles, our application process can vary. On our career site, you will find some of the key steps you can expect to guide you along the way. As one of the world’s largest employers we believe in talent, not labels, and focus on the diverse and unique skills our people bring. We have zero tolerance for any unlawful discrimination or harassment, against any employee, associate, or candidate, at any stage of that person’s journey with us. We seek to foster a culture of belonging and purpose, an environment where everyone can thrive and feel engaged, and where difference is respected and valued. Our commitment to equity, equal opportunity, inclusion, and diversity is part of our broader commitment to respecting fundamental human rights across our value chain. The Adecco Group is proud to be an Equal Opportunity Employer. Benefit offerings for full-time employment include medical, dental, vision, term life and AD&D insurance, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan. Available paid leave includes Personal Time Off (PTO) on an accrual basis up to 152 hours a year, 10 Paid Holidays, 1 Community Service Day, and up to 6 weeks of Paid Parental Leave. PTO and holiday hours are prorated based on hire date within the calendar year. Equal Opportunity Employer/Veterans/Disabled The Company will consider for employment qualified applicants with arrest and conviction records Posting date: 09-04-2025

Job Description Job Title: Financial Planner Location: Plano, TX Position Summary We are seeking an experienced and service-oriented Financial Planner to join our team. This individual will serve as a Lead Planner, working closely with the Advisor to manage client relationships, deliver financial plans, and develop comprehensive strategies to meet client goals. This role involves active communication with clients and their team of professionals (e.g., CPAs, estate attorneys, insurance agents), plan preparation, and participation in client meetings. Key Characteristics & Ideal Candidate Profile The ideal candidate will be: • Service-oriented with a proactive attitude, • Highly organized and detail-oriented, • Comfortable managing multiple priorities in a fast-paced environment, • A strong communicator with excellent interpersonal skills, • A collaborative team player who thrives in a client-centric setting Essential Responsibilities • Serve as Lead Planner in client relationships, working in partnership with the Advisor, • Develop, analyze, and present financial plans and strategies during client meetings, • Maintain proficiency in eMoney; verify data accuracy for all plans and updates, • Understand and utilize other firm platforms, including CRM, portfolio management software, Schwab, and Fidelity, • Collaborate with clients’ external professionals (CPAs, attorneys, etc.) to support holistic planning, • Provide direct communication and ongoing support to clients as an additional point of contact, • Participate in weekly Financial Planning team meetings, • Education: Bachelor’s degree required (preferred fields: Financial Planning, Finance, or Accounting), • Experience: 3–5 years of experience in the financial services industry, • CFP licensing required, • Technical Skills:, • Strong proficiency in eMoney, • Familiarity with Microsoft Office Suite (Outlook, Word, Excel, OneNote, Teams), • Knowledge of portfolio management platforms and custodians such as Schwab and Fidelity (preferred)

Job DescriptionOverview 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.

Job DescriptionOverview 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.

Job Description Are you more than an everyday accountant? Do you love solving problems, building relationships, and making a real difference in people’s businesses and lives? We aren’t your typical accounting firm—and we don’t want a typical accountant. At SMD Consulting & Accounting, LLC, a forward-thinking CPA firm in Plano, Texas, we deliver luxury-level tax consulting, business advisory, and bookkeeping services to business owners, medical professionals, and real estate investors across the country. Sure, we handle tax returns and compliance, but our real mission is to help clients grow wealth, protect their future, and feel confident about every financial decision. We’re looking for a consultant who is just as comfortable walking a client through complex tax strategies as they are brainstorming business solutions or helping a peer sharpen their skills. Someone who thrives on being the bridge between the rules of finance and the success of the client. What You’ll Do You’ll be a trusted advisor and strategist, not just a form filler. Your impact will include: * Owning client relationships through our recurring consulting program. * Analyzing financials and developing tailored recommendations. * Providing proactive tax & business planning for entrepreneurs, medical professionals, and real estate investors. * Meeting with clients to discuss opportunities, concerns, risks, and strategies. * Explaining complex concepts in ways clients actually understand. * Delivering advisory services on a project basis (beyond tax prep). * Conducting tax research and providing IRS & state representation when needed. * Calculating quarterly estimates and ensuring clients stay ahead of tax obligations. * Contributing to firm innovation by designing processes, resources, and client tools that enhance efficiency and value. * Mentoring peers and helping build a culture of continuous learning. * Occasionally preparing returns (but always as part of the bigger picture). * Driving firm growth with ideas and opportunities we haven’t yet considered. * Bringing positivity, excitement, and leadership to every client and team interaction. What It Takes (Required Skills) Our superstar consultant will bring: * 5+ years of public accounting experience (income and/or estate tax). * Strong working knowledge of tax & accounting rules/regulations. * Passion for problem-solving and helping others succeed. * Comfort with technology and learning new tools (we love innovation). * High standards of organization, accountability, and reliability. * Clear, confident communication skills—with clients, peers, and leadership. * A mindset of positivity, adaptability, and curiosity. * A love for details, deadlines, and process improvements. * A growth mindset: personally and professionally. * Commitment to integrity, inclusiveness, and confidentiality. * Someone seeking a career with impact—not just a job. What Sets You Apart (Desired Skills) You’ll stand out if you bring: * BA or MS in Accounting. * EA, CPA, or CPA Candidate. * Expertise in one or more of the following: * Individual, Partnership, Corporate (S & C Corp), or Trust & Estate taxation. * Securities & investment taxation. * Experience supporting medical professionals, real estate investors, or small business owners. * Comfort working in fast-paced, entrepreneurial environments. * Strong aptitude for teaching/explaining complex financial concepts. * Leadership, office management, or project management certifications. * Any unique skill, perspective, or passion that makes our firm stronger. Why Join SMD? We know the market in 2025 is competitive. Here’s why top consultants choose us: * Impact – You’re not a cog in a compliance shop. You’re helping business owners make life-changing decisions. * Culture – We believe in positivity, growth, and teamwork. No old-school grind culture here. * Innovation – We invest in tech and processes that free you up to do meaningful, strategic work. * Growth – We encourage continuous learning and provide opportunities to lead, teach, and innovate. * Clients – You’ll work with ambitious entrepreneurs, physicians, and investors who rely on you as their strategic partner. At SMD, “Tax & Business Consultant” doesn’t mean the person typing numbers into a form. It means the person who makes the magic happen for clients. Are you ready to be that bridge between the financial rules and the client’s success? Company DescriptionSMD Consulting & Accounting, LLC is a boutique firm in Plano, TX that helps families and business owners grow and protect their wealth through smart tax strategies, financial planning, and investment guidance. We take a unique, team-based approach by combining tax, law, wealth, and insurance services all under one roof. Our culture is all about collaboration, problem-solving, and supporting each other—we believe great things happen when people work together and feel valued.SMD Consulting & Accounting, LLC is a boutique firm in Plano, TX that helps families and business owners grow and protect their wealth through smart tax strategies, financial planning, and investment guidance. We take a unique, team-based approach by combining tax, law, wealth, and insurance services all under one roof. Our culture is all about collaboration, problem-solving, and supporting each other—we believe great things happen when people work together and feel valued.

Job Description Position Overview The Cost & Financial Analyst will play a critical role in supporting operational and financial performance by delivering accurate cost analysis, variance reporting, and financial insights. This position will be responsible for monitoring standard costs, analyzing manufacturing and inventory variances, and preparing financial reports that support decision-making. The role requires strong analytical skills, ERP system knowledge, and the ability to collaborate with cross-functional teams in operations, supply chain, and management. Key Responsibilities Cost Accounting & Analysis • Maintain and update the standard cost system in ERP (Oracle, SAP, JD Edwards, Sage X3, or equivalent)., • Prepare and analyze manufacturing variances (materials, labor, and overhead) and absorption reports., • Review and reconcile inventory adjustments, obsolescence reserves, and slow-moving inventory., • Ensure cost accounting policies and controls are applied consistently., • Prepare monthly budget vs. actual variance reports with commentary for management., • Assist in preparing forecasts, budgets, and long-term financial models., • Perform contribution margin and product profitability analysis., • Support cash flow analysis and working capital reporting., • Prepare journal entries and ensure accuracy of cost-related postings during month-end close., • Develop management reports on KPIs (inventory turns, absorption, gross margin, etc.)., • Partner with auditors to support costing and inventory-related audit requests., • Work closely with supply chain, operations, and production teams to validate data and resolve discrepancies., • Partner with management on cost savings initiatives and business case analysis., • Bachelor’s degree in Accounting, Finance, or related field., • 5+ years of experience in cost accounting and financial analysis within a manufacturing environment., • Strong understanding of standard costing, variance analysis, and inventory accounting., • Proficiency with ERP systems (Oracle, SAP, JD Edwards, Sage X3, or similar) and advanced Excel skills., • Experience with budgeting, forecasting, and financial modeling., • Strong analytical, problem-solving, and communication skills., • Analytical mindset with attention to detail., • Strong business acumen and ability to connect financial data to operational drivers., • Effective communicator, able to explain financial concepts to non-financial stakeholders., • Team-oriented with ability to influence cross-functional partners., • Results-driven with focus on continuous improvement.

Job Description Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security. RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. The RPOA team includes over 30 retirement planners, all of whom are ready to help their clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible. Job Description: The Advisor Training & Development Specialist is responsible for designing and delivering impactful training programs that equip financial advisors to excel in both sales and retirement planning. Working closely with the Directors of Advisory Services, this role tailors training to individual needs while strengthening advisor expertise in retirement planning, Social Security, Medicare, 401(k) management, sales strategies, and client relationship management. Serving as both content creator and dynamic facilitator, the Specialist drives measurable performance improvements by providing advisors with the skills, tools, and confidence to protect and grow the firm’s business. Job Responsibilities: • Develop and deliver a comprehensive training program tailored to both Sales and Planning advisors., • Facilitate live and virtual training sessions, workshops, and one-on-one coaching to reinforce advisor learning and application., • Create and maintain training materials for Retirement Planners focused on:, • Protecting the firm’s book of business, • Developing client relationships, • Driving wallet share and referral growth, • Create and maintain training materials for Sales Advisors focused on:, • Converting marketing leads to clients, • Mastering closing techniques, • Building long-term client trust from first interaction, • Continuously evaluate training effectiveness and adapt programs based on feedback, advisor performance, and evolving business needs., • Gain deep expertise in our business model, processes, and compliance standards to ensure training is practical, accurate, and aligned with firm strategy., • Attend advisor seminars, client/prospect events, and industry workshops to stay current and translate insights into training opportunities., • Collaborate closely with Sales and Service coaches to provide individualized training interventions for advisors as needed., • Report directly to the Chief Revenue Officer, providing regular updates on advisor development progress and training impact. Job Qualifications: Education: • Strong background in financial advising, sales, or client service, with proven success in advisor development, • Experience facilitating training, workshops, or adult learning programs within the financial services industry, • One or more of the following preferred:, • Current IAR designation, • FINRA Series 65, or a combination of Series 66 and Series 7, • Other relevant financial designations, • Excellent presentation and facilitation skills with the ability to engage and inspire diverse personalities and experience levels, • Strong interpersonal skills with the ability to build credibility and trust with advisors and leadership, • Attention to detail, adaptability, and the ability to manage multiple training initiatives simultaneously, • Applicants must be authorized to work in the United States without sponsorship.

Job DescriptionCompany Description On-site 1 yr Contract Pay Rate: $6.3k/mo DOE Job Description • Lead and manage the month-end, quarter-end, and year-end closing processes, ensuring timely and accurate journal entries, account reconciliations, and financial reporting in compliance with GAAP., • Supervise the preparation, documentation, processing, and filing of accounting and financial information, while ensuring adherence to internal policies and regulatory requirements., • Oversee the general ledger management and financial statement preparation, ensuring accuracy, consistency, and completeness of financial records., • Act as the primary liaison for external and internal audits; ensure audit readiness and coordinate audit activities and documentation., • Manage responses to inquiries and audits from the IRS, State, and other tax authorities; lead the resolution of complex tax issues and filings., • Provide tax planning insights by researching and consulting on various corporate and operational tax matters., • Direct and supervise the accounting team, providing performance feedback, coaching, and development to ensure team efficiency and accuracy., • Serve as a financial advisor to the Finance Leader by identifying financial risks and opportunities, contributing to strategic decision-making, and supporting fiscal planning across the business unit., • Lead initiatives for continuous improvement in accounting and financial processes; recommend and implement process improvements, automation, and system upgrades to enhance efficiency and control., • Collaborate cross-functionally to align financial goals and operational objectives, and provide financial insight to support business strategies., • Assist with financial planning, budgeting, and forecasting activities; provide variance analysis and actionable insights to leadership., • Ensure internal controls are properly designed, implemented, and monitored to safeguard company assets and maintain compliance with all financial policies and procedures., • Foster a collaborative team environment by participating in cross-training and knowledge-sharing initiatives to enhance team capability and business continuity., • Contribute to the development of departmental policies, procedures, and strategic goals, aligning accounting operations with organizational objectives., • Oversee compliance with company accounting practices and ensure accurate application of industry best practices and standards., • Perform ad-hoc reporting as required to communicate with HQ, • Perform other job related duties as requiredQualifications, • A Bachelor’s degree in Accounting, Finance, or a related field is required., • ~8/9 years of experience in Accounting or related experience required, • Ability to collect and analyze data to report so that management may perform strategic analysis, • Excellent communication skills and ability to maintain confidentiality with sensitive information, • Strong knowledge of financial, cost, management accounting principles and internal controls, • Strong knowledge of US GAAP/ accounting theory, • Advanced skills in Microsoft Excel, Word and PowerPoint, • Work experience and Knowledge using SAP system Additional Information All your information will be kept confidential according to EEO guidelines.

Job DescriptionOverview 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.

Job DescriptionOverview 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.

Job DescriptionCompany Description For More Open Positions Visit us at: Our Mission WOONGJIN, Inc. is a rapidly growing team who provides a range of unique, exceptional, and enhanced services to our clients. We have a strong moral code that includes the service of goodness without expectations of reward. We are motivated by the sense of responsibility and servant leadership. Benefits • Medical Insurance, • Vision Insurance, • Dental Insurance, • 401(k), • Paid Sick hoursJob Description Responsibilities: • Lead and manage the month-end, quarter-end, and year-end closing processes, ensuring timely and accurate journal entries, account reconciliations, and financial reporting in compliance with GAAP., • Supervise the preparation, documentation, processing, and filing of accounting and financial information, while ensuring adherence to internal policies and regulatory requirements., • Oversee the general ledger management and financial statement preparation, ensuring accuracy, consistency, and completeness of financial records., • Act as the primary liaison for external and internal audits; ensure audit readiness and coordinate audit activities and documentation., • Manage responses to inquiries and audits from the IRS, State, and other tax authorities; lead the resolution of complex tax issues and filings., • Provide tax planning insights by researching and consulting on various corporate and operational tax matters., • Direct and supervise the accounting team, providing performance feedback, coaching, and development to ensure team efficiency and accuracy., • Serve as a financial advisor to the Finance Leader by identifying financial risks and opportunities, contributing to strategic decision-making, and supporting fiscal planning across the business unit., • Lead initiatives for continuous improvement in accounting and financial processes; recommend and implement process improvements, automation, and system upgrades to enhance efficiency and control., • Collaborate cross-functionally to align financial goals and operational objectives, and provide financial insight to support business strategies., • Assist with financial planning, budgeting, and forecasting activities; provide variance analysis and actionable insights to leadership., • Ensure internal controls are properly designed, implemented, and monitored to safeguard company assets and maintain compliance with all financial policies and procedures., • Foster a collaborative team environment by participating in cross-training and knowledge-sharing initiatives to enhance team capability and business continuity., • Contribute to the development of departmental policies, procedures, and strategic goals, aligning accounting operations with organizational objectives., • Oversee compliance with company accounting practices and ensure accurate application of industry best practices and standards., • Perform ad-hoc reporting as required to communicate with HQ, • Perform other job related duties as required Salary: $70,000 - $80,000/yr. Qualifications • A Bachelor’s degree in Accounting, Finance, or a related field is required., • 5 - 9 years of experience in Accounting or related experience required, • Ability to collect and analyze data to report so that management may perform strategic analysis, • Excellent communication skills and ability to maintain confidentiality with sensitive information, • Strong knowledge of financial, cost, management accounting principles and internal controls, • Strong knowledge of US GAAP/ accounting theory, • Work experience and Knowledge using SAP system Additional Information All your information will be kept confidential according to EEO guidelines. * NO C2C *

Job Description The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and Responsibilities • Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office., • Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation., • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available., • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards., • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance, • Maintain CRM database; define and ensure adherence to appropriate client service models., • Manage multiple and competing priorities daily in pursuit of business objectives., • Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages., • Other duties as assigned., • Basic computer skills (Outlook, Word, Excel. Adobe), • Strong administrative and time management skills with superior attention to detail., • Able to work independently and effectively manage multiple tasks at once., • Excellent communication skills, both verbally and in writing., • CRM knowledge a plus. Education and/or Experience • The ideal candidate will have 2+ years of experience in administrative support in a professional environment., • High School Diploma or Associate's degree required, • Previous experience in financial services a plus

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision. Job Description Your Career We are looking for a highly motivated, results orientated Deals Desk Manager - North America to join our organization. The primary focus of this position will be to help structure profitable and compliant transactions that address the needs of a diverse set of internal corporate customers and increase the effectiveness and productivity of our sales teams. The right person for this job has a team player approach, the ability to work across departments with disparate needs and excels at problem solving through critical analysis and is challenged by process review and continuous improvement. Your Impact • Effectively work with NAM Sales to work on Enterprise, Sled and Federal deals, • Provide Sr. Leadership with financial models and evaluation of deal economics, commercial terms and conditionals and operational requirements to present risk/reward profile for opportunities, • Become expert on quoting tools, reviewing and enforcing revenue recognition compliance for all quoting, • Key resource reviewing and approving all non-standard pricing requests that reach the level of executive manager, • Review will include financial analysis for gross margin, revenue compliance, non standard terms requests on strategic deals including Enterprise Agreements, • Partner with field sales organization to drive large deal closure, including being one-touch resource for field sales; responsible for liaising with all organizations involved in the agreement process (finance, legal, order management, etc.) on behalf of sales - Personally services as a trusted advisor to field sales on deals, • Work with cross-functional stakeholders for decision support deal solutions, • Collaborate with impacted parties to generate acceptable documents to facilitate deal closure, • Ensure required approvals, such as discounts and contractual terms, are obtained and clearly documented, • Be a sales advocate and partner to internal organizations to understand contract requirements, structure, business terms and identification of potential risks and/or opportunities that can affect performance, growth and strategic positioning, • Responsible for adherence to and compliance with policy and procedures, • Evaluate current processes and offer recommendations for areas of improvement, • Ensure that all transactions adhere to internal revenue recognition policies and operational guidelines, • Excellent customer service, taking charge to meet deadlines by communicating with cross-functional partners through email, phone, meetings, or any other method to deliver on-time, • Understand GAAP RulesQualifications Your Experience • Bachelor's Degree in Finance, Business, Economic or related field OR 10 years of work experience required or equivalent military experience required, • 5+ years of relevant experiences around Deals Desk / Deals Management, or Sales Finance within the High-Tech industry preferred, • Demonstrated capability to build strong working relationships with internal business units, • Ability to work independently in fast paced environment, • Experience of data analysis, modeling and/or financial analysis, • Intermediate/advanced Salesforce.com and MS Excel skills are highly recommended, • Strong communication, organizational and problem-solving skills Additional Information The Team You’re looking for a career with a more fulfilling mission. We have open positions to top talent seeking a challenge. Our finance department performs deep analyses to understand the business and inform the strategic direction of the company. The ideal candidate has exceptional leadership skills, knowledge of financial modeling, business acumen and an innovative mindset to approach problems differently. Our innovation doesn’t stay in Research and Development. Within finance, we seek people who are looking to try new things, while solving business critical equations. If you’re seeking a challenge with a world-wide impact – this is it. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $120,000 - $140,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

LocumJobsOnline is working with LocumTenens.com to find a qualified Cardiology NP in Arkansas! About The Position This Job at a Glance • Job Reference Id:ORD-202779-NP-AR, • Title:NP, • Dates Needed:Jan 1, 2026-ongoing, • Shift Type:Day Shift;24-Hour Shift;Call, • Assignment Type:Inpatient, • Call Required:Yes, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:10-20 per shift, • Support Staff:1 APP, • Location Type:On-Site, • Prescriptive Authority Required:Yes, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1669030EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

Genesis10 is seeking a Business Intelligence Architect for our client in the Financial Services Industry. This is a Full Time/ Perm opportunity located in Plano, TX. 75093 Overview We are looking for a Business Intelligence Architect to plan the architecture and solution design of enterprise data warehouses/data marts and reporting as part of a collection of systems in a large technology ecosystem. You will be the guide for architectural principles and standards. You will report to the Associate Vice President of Corporate Services Technology The Day-to-Day: Be a trusted advisor for our internal clients by designing and building analytics cloud solutions to promote better outcomes Deliver architectures for transformation and modernization of enterprise data solutions using Azure cloud data technologies Analyze current business processes and identify relevant Microsoft Azure Data & Analytics IaaS, SaaS and PaaS services Help use data-driven insights to help our clients achieve outcomes and goals while respecting security requirements Design and build data pipelines, data streams, reports, information dashboards, data services APIs, data generators and other data-relevant services Work across client partners to gather solution requirements and propose architecture decisions During implementation collect, aggregate, transform, load and analyze structured/unstructured data from multiple internal and external sources Have a sound understanding of usage cost drivers in Azure cloud-based solutions Manage end-to-end delivery by Investigating problem areas, working with product manager and other partners Develop and maintain data warehouse schematics, layouts, architectures and relational/non-relational databases for data access and Advanced Analytics Define effective metrics for data monitoring processes. Knowledge of DevOps processes (including CI/CD) and Infrastructure as Code fundamentals Be a critical part of the data supply chain, ensuring that partners can access and manipulate data for routine and ad hoc analysis to improve results using Advanced Analytics Your Qualifications: Bachelor's degree in math, computer science, engineering, finance, statistics, or relevant field 10+ years of experience with T-SQL (Hands on experience , writing queries , building stored procs, performance optimization) 4 years of experience Azure Synapse Serverless pool 3+ years of experience building large-scale design, implementation, and operations of OLTP, OLAP, DW and NoSQL data storage technologies such as SQL Server, Azure SQL, Azure SQL DW, PostgreSQL, Cosmos DB, Redis Cache, Azure Data Lake, Azure Stream Analytics, Event Hubs, Databricks, Python, Scala, or Power BI 2+ years of experience As a Business Intelligence architect Semantic data modeling for reporting with Tableau, or Power BI and Microsoft Fabric Azure SQL Data Warehouse (Synapse) ADF and building pipelines If you have the qualifications described and are interested in this exciting opportunity, please apply as soon as possible! Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year—in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career home with Genesis10; many of our consultants have been working exclusively with Genesis10 for years. • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us on our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

For the quickest response, please apply directly via CorroHealth's website. Click Company>Careers>USA>search Medical Director >Apply. Thank you. About CorroHealth: At CorroHealth our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals. We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. JOB SUMMARY: As a Medical Director, Denials Management you will have the unique opportunity to evaluate hospitalizations across the country while utilizing your medical knowledge and gaining experience as an expert advisor to client hospitals. You will perform clinical case reviews and provide recommendations that focus on establishing the appropriate admission status. CorroHealth offers a career path that allows you to continue using your clinical knowledge, drive value to hospitals while providing you with a predictable schedule. This opportunity allows for the work/life balance you desire while expanding your knowledge base in Utilization Review. The Impact You Will Have: CorroHealth is led by like-minded clinicians who share the same innate calling to help. Hospitals nationwide have recently struggled with managing complex and unforeseen challenges such as global pandemics, complex regulatory updates, and downstream policy changes set forth by Medicare and private payer organizations resulting in financial difficulty. CorroHealth physicians lead challenging and rewarding careers by providing our hospital clients with guidance to improve compliance and ensure appropriate payment for the care delivered. The impact of your role will allow attending physicians to focus on what is most important, providing dedicated care to the patients they serve. Annual Compensation Range: Around 225k or greater (includes salary + uncapped bonus) (40-hour workweek) Your Schedule: Training (The first 3-4 weeks): • Schedule will be Monday-Friday, anywhere between 8a-5p ET to 10a-7p ET., • Each of your shifts will be 9 hours in length, which includes one hour of dedicated break time. Working at CorroHealth: • All necessary hardware and software is provisioned to each of our Medical Directors, • You have the ability to work remotely in a comfortable environment In This Role You Will: • Perform Peer-to-Peer case discussions with payer medical directors, • Utilize clinical expertise to identify the salient points within a case review, • Perform focused real-time and post-discharge hospital case reviews in hospital s EMR, • Identify areas of process improvements and inefficiencies, • Perform related duties and projects as assigned Do You Have What It Takes? • MD or DO degree with strong clinical knowledge, • Active unrestricted medical license in at least one state within the United States, • Required specialization in Adult Internal Medicine, Emergency Medicine, Hospitalist, Nephrology, HEM/ONC, General Surgery, Family Practice, Critical Care or Infectious Disease; Board certification (preferred), • At a minimum, 1 year of acute care adult hospital experience in a US hospital within the past 5 years or recent relevant physician advisor experience, • Working knowledge of hospitals EMR, • Computer proficient, • Excellent verbal and written communication skills, • Team Player We Offer: • Quality of life with a remote predictable, full-time schedule, • Comprehensive training and education program, • Opportunities for career growth within the organization, • Salary plus bonus opportunities, • Medical, Dental, Vision coverage, 401K, • Holidays, paid time off, long-term disability insurance, and life insurance, • Allowance for CME and/or license renewals

LocumJobsOnline is working with LocumTenens.com to find a qualified Cardiology PA in Delaware! About The Position This Job at a Glance • Job Reference Id:ORD-198265-PA-DE, • Title:PA, • Dates Needed:November - ongoing, • Shift Type:Day Shift;24-Hour Shift;Call, • Assignment Type:Inpatient, • Call Required:Yes, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:7-8 PPDs 1 consult, • Support Staff:3 NPs and 4 physicians, • Patient Population:Adults, • Call Ratio/Schedule:LVAD call on weeknights and weekends, • Location Type:On-Site, • Prescriptive Authority Required:Yes, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1654029EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-hig

Job DescriptionCompany Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! Job Description Your Career As part of the Customer Success team, you will be pivotal in supporting our clients post-purchase, ensuring their success with Palo Alto Networks' solutions. You will be involved in driving ROI and value to the customer along with troubleshooting critical issues. Your expertise will drive the continued success of our customers as you work alongside them to solve problems and optimize their security infrastructure. Your Impact * Trusted Advisor - Acts as the product SME, assisting customers with their product questions and technical requirements, writing scripts, troubleshooting, training and other technical requests. * Product Experts Collaboration - working together with product and engineering teams ensuring our customers and partners get the most out of our products * Digital First - Ensure technical knowledge of the team is translated into articles and guides for our customers to consume allowing our customer coverage to scale Qualifications Your Experience * 5+ years experience in Security Operations or Engineering with SIEM, SOAR, SOC, and/or XDR/EDR environments * Familiarity with cloud technologies, providers (such as GCP, AWS, Azure) and use-cases. * Strong understanding of enterprise security and IT products, systems, and processes * Experience with Linux system administration and troubleshooting * Proficiency in scripting with Python and/or JavaScript * Ability to work in a fast-paced, matrixed environment, managing multiple tasks under pressure * Skilled in collaborating with and influencing cross-functional teams * Strong communication skills and the ability to build and maintain relationships with customers * Experience in customer-facing roles is a must * Experience with attack surface management or CNAPP is a plus * United States Citizen is a must Additional Information The Team Our customer success team is critical to our success and mission. As leading this team, you enable our Customer Success Architect to provide support to clients after they have purchased our products. Our dedication to our customers doesn’t stop once they sign – it evolves. As threats and technology change, we stay in step to accomplish our mission. You’ll be involved in building and implementing the team and processes, implementing new products, transitioning from old products to new – in fact, you’ll lead the team that ensures our customers are getting value from the product they purchased. We identify technical requirements, provide guidance and assistance and drive our customers to success. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $112,000 - $152,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We’re problem solvers that take risks and challenge cybersecurity’s status quo. It’s simple: we can’t accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at . Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines. Is role eligible for Immigration Sponsorship? No. Please note that we will not sponsor applicants for work visas for this position.

Job Description Fast growing financial services office needs a Independent Advisor representative with experience meeting with clients and completing the new client process. Series 65 or 66 license is a must. Fantastic Marketing campaigns produce unlimited appointments. Our job is to meet, discover and close clients to assist them from their current disasters to our proven financial and retirement success strategies. Proven closing results is also a must. We can teach you the rest. We cannot teach the born ready to succeed needed to be a top producer. Company DescriptionLooking for the right, motivated, engaging and kind person who wishes to accelerate their career assisting our company continue to grow and serve our clients. HQ Plano, TX, Remote Offices in Ft Worth, Houston, The Woodlands, Arlington.Looking for the right, motivated, engaging and kind person who wishes to accelerate their career assisting our company continue to grow and serve our clients.\r\n\r\nHQ Plano, TX, Remote Offices in Ft Worth, Houston, The Woodlands, Arlington.

Job Description Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Garland, Texas is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – to include introducing the main Advisor. Key Traits: Strong Sales Track Record · Strong initiative · Positive attitude · Ability to market to local clients · Persistence · An entrepreneurial perspective to build client base · Persuasive ability Minimum Requirements: · College degree preferred · 3+ years of financial services experience with an emphasis on sales · Life and Health Licensed; Series 65 · Strong organizational, prioritization, interpersonal, and management skills · Strong mathematical and analytical skills · Excellent communication skills; both verbal and written · Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) · Experience with Salesforce/CRM preferred, but not required Position Responsibilities: · Prepare, present, and implement customized financial plans · Assist clients with annuities, life, long-term care, and managed money · Provide financial planning advice to include investment, insurance, and retirement · Develop, manage, and retain strong client relationships · Assist main Advisor with meeting individual and team goals as a Financial Advisor. Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Work Location: In person

Job Description Are you a hospitality or sales professional ready to transition into a career where your people skills and relationship-building abilities truly pay off? We are looking for driven, coachable individuals who thrive in a fast-paced, customer-focused environment and want to build a long-term career in insurance and financial services. What Makes You a Great Fit: ✅ You love engaging with people and building relationships ✅ You have experience in hospitality, sales, retail, or customer service ✅ You’re a natural problem-solver who enjoys helping customers ✅ You thrive in a goal-oriented, team-driven environment ✅ You are looking for a career where your income potential matches your work ethic What You’ll Do: * Engage & build lasting customer relationships * Educate & advise clients on Auto, Home, Life, and Property Insurance * Provide outstanding customer service for policy questions, claims, and ongoing needs * Act as a trusted advisor to help people protect their families, businesses, and assets Who We’re Looking For: * Hospitality, Sales, or Customer Service professionals ready for a career shift * Strong communicators who excel at customer relationships * Goal-driven, hardworking, and coachable individuals * Licensed insurance professionals OR motivated candidates willing to get licensed * Bilingual (Spanish/English) is a plus! What to Expect in the Hiring Process: * Apply online * Zoom initial interview * Complete licensing within 30 days (we provide materials & guidance) Company DescriptionWe are a growing insurance and financial services agency dedicated to helping individuals, families, and businesses protect what matters most. Our team is passionate about building lasting relationships with clients while providing top-tier service, education, and guidance. We believe in creating a positive and supportive work culture where every team member has the opportunity to grow, succeed, and be rewarded for their hard work. Our agency offers clear career paths, ongoing training, and mentorship to ensure you achieve both personal and professional goals. If you’re driven, people-oriented, and eager to build a stable career with unlimited earning potential, we’d love for you to join our team.We are a growing insurance and financial services agency dedicated to helping individuals, families, and businesses protect what matters most. Our team is passionate about building lasting relationships with clients while providing top-tier service, education, and guidance.\r\n\r\nWe believe in creating a positive and supportive work culture where every team member has the opportunity to grow, succeed, and be rewarded for their hard work. Our agency offers clear career paths, ongoing training, and mentorship to ensure you achieve both personal and professional goals.\r\n\r\nIf you’re driven, people-oriented, and eager to build a stable career with unlimited earning potential, we’d love for you to join our team.

Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International Pkwy, Suite 1600, Plano, Texas 75093 Classification: Full-time; Exempt Summary / Job Objective: The Financial Advisor is a motivated individual who is relationship driven and seeks a long-term opportunity to help shape an already successful financial planning practice. Alongside our Plano team as a dually licensed financial professional, you will be responsible for caring for a specific group of clients, to develop new business, and to act ethically and honestly as a fiduciary, ensuring the client’s best interests are of primary importance. This person must be experienced in using retirement planning software and client relationship management (CRM) systems, as well as in leading retirement focused workshops and conducting appointments leading to new clients. A track record of referral business is also important to compliment the leads that Simplicity Guardian will provide. Essential Job Functions: · This position requires approximately 25% overnight and multiday travel regionally and nationally · Ability to lift a maximum of 30 pounds, seminar materials Primary Responsibilities: · Taking prospective new clients through a thorough fact-finding and needs analysis process, getting to know their goals, priorities, etc. · Developing and presenting unique comprehensive wealth management/income plan · Regularly monitoring plan(s) to make sure clients are on track with their goals · Reviewing client’s plans yearly to make sure they keep on track to meet goals and objectives · Responding to client requests for service and trouble-shoots service issues · Adhering to compliance policies and procedures · Supporting team as needed with the company’s entire client base Qualifications: · Bachelor’s degree · 3 years’ experience in the financial industry · Health and Life license, or ability to obtain one within a short time frame, is required · Securities licensed, series 65 is required · Have a satisfactory background check and a clean compliance record · Strong knowledge of financial planning, investment strategies, and risk management · Preferred experience in 403(b) retirement plans · Proficiency in technical accounting principles and practices · Excellent mathematical skills and ability to analyze complex financial data · Familiarity with wills, trusts, and estate law is a plus · Previous experience in financial services, public accounting, or banking is preferred · Proven track record of achieving sales targets or building a client base Core Competencies: · Strong interpersonal and communication skills to effectively interact with clients · Ability to explain complex financial concepts in a clear and understandable manner · Proficient in using financial software and tools for data analysis and reporting · Regularly monitoring plan(s) to make sure clients are on track with their goals · Provide exceptional customer service and address any client concerns or questions · This position requires approximately 25% overnight and multiday travel regionally and nationally · Ability to lift a maximum of 30 pounds, seminar materials Compensation & Benefits: Compensation (based on experience) • Annual base salary: $50,000 - $60,000, • Annual Variable Compensation: estimated $60,000 - $80,000+, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Financial Advisor Job Description At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one’s balance sheet and cash flow in allocating into a diverse portfolio. Job Responsibilities · Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations · Act as an advocate for your clients; commitment to enhance, enrich and serve that client base · Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships · Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions · Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets What Opes One Provides Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team. Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart. Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs. Licensing Requirements Life and Health Insurance Licenses Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire) Benefits · Commissions, renewal income, advisory fees, monthly draw · Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability · Signing Bonus/Training Allowance upon eligibility · Hybrid working space with flexible hours

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

This position is located at Heart Hospital Plano, Texas.Financial Analyst II serves as the key financial resource.Provides financial analysis required to support the goals and objectives of Baylor Scott and White (BSWH).Essential Functions Of The Role.Provides financial analysis support to administr

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and insu

At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist. This advice will be based on a de

Job Description Launch your career with a purpose! ChristianSky Agency is looking for driven Remote Sales Customer Associate to join our team. This is a unique work-from-home opportunity to build a rewarding career by helping clients secure their financial futures. Your Mission As a key member of our remote team, you'll be the expert advisor clients rely on. Your duties include: * Relationship Building: Engaging with pre-qualified clients to foster trust and rapport. * Needs Discovery: Uncovering clients' specific financial goals and challenges. * Solution Delivery: Presenting customized plans for Life Insurance, IUL, and Annuities. * Client Support: Guiding clients through the entire process from start to finish. * Efficient Workflow: Managing all client interactions using our CRM system. Why You'll Love Working Here * Unlimited Earning Potential: Your effort is directly rewarded with uncapped commissions. * Total Autonomy: Enjoy the freedom to set your own schedule from your home office. * Focus on Relationships: Work with warm leads exclusively, no cold calling. * Continuous Growth: Benefit from comprehensive training, tools, and mentorship. * Collaborative Team: Join a supportive network of remote professionals. * Wellness Options: Opportunities for life insurance and healthcare benefits. Who We're Looking For We need a professional who is: * An Exceptional Communicator: Skilled at connecting with people and explaining complex ideas remotely. * Self-Driven: Thrives independently and takes full ownership of their work. * Proactive: Always seeks the best solutions and is dedicated to client success. * Client-Focused: Passionate about making a positive impact on people's lives. Note: This is an independent contractor (1099) position with compensation based solely on commission. Ready to control your career path from home? Apply to ChristianSky Agency today!

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-hig

Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Are you looking to advance your career in a role with meaningful work? Do you want the stabili

The candidate will be responsible for the operations and deployment of new customer communications (direct mail and email) and monitor delivery and enhancement of existing communications in a timely and accurate manner. Our advisor-led wealth management businesses provide financial planning, investm

With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strat

Job Description Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security. RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment. The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible. Job Description: A Retirement Concierge has an expectation of scheduling 30 qualified appointments per month & maintaining a 70% Held Appointment Rate or higher. Qualified candidates will have experience in sales, prospecting, and/or telemarketing, preferably in financial services. They must have a professional speaking voice and be comfortable asking qualifying questions over the phone. Must be highly motivated, organized, and be able to work independently with a solid work ethic. Job Responsibilities: • Set 30 qualified appointments for the Retirement Advisors., • Schedules appointments for Retirement Advisor with prospective clients by making outgoing calls and answering returning calls; operating telephone equipment, customer relationship management (CRM) system; and other telecommunications technologies. Job Qualifications: Education: • Currently pursuing an associate’s or bachelor’s degree preferably in Marketing, Sales, Business Administration, Communications, or a related field., • If the candidate does not have a degree, extensive experience will suffice. Experience & Skills: • Experience in telephone sales preferred, prospecting, or telemarketing., • Strong customer focus and excellent communication skills., • Proficient in data entry and CRM systems., • Highly organized with solid work ethic and persistence., • Energy and enthusiasm for engaging prospective clients., • Applicants must be authorized to work in the United States without sponsorship. Work Environment: • Work hours are flexible between 8:00 AM and 8:00 PM, with schedules determined by your manager. You are expected to complete an 8-hour workday within this window. Additionally, to meet goals, an extra half-day on Saturday is required once a month.

This is a fa Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services. As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients.

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role. The Invest

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the rig Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services.

LocumJobsOnline is working with LocumTenens.com to find a qualified Gastroenterology MD in Nebraska! About The Position This Job at a Glance • Job Reference Id:ORD-201914-MD-NE, • Title:MD, • Dates Needed:November - ongoing, • Shift Type:24-Hour Call, • Assignment Type:Inpatient;Outpatient, • Call Required:Yes, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:Varies but 8-10 OP procedures/day, • Support Staff:1 GI Physician, 1 APP, and full Anes, • Patient Population:Adults, • Call Ratio/Schedule:24 hr call, • Location Type:On-Site, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1664196EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

Job Description We are seeking a highly motivated and customer-focused Account Manager to join our growing team. In this role, you will be the primary point of contact for a portfolio of our Sage Intacct clients, ensuring their continued success and satisfaction. Your main objective will be to proactively manage client relationships, monitor their status, and act as their internal advocate to secure the resources they need to maximize their investment in Sage Intacct. This position requires a blend of excellent communication skills, a foundational understanding of financial processes, and a passion for helping others succeed. Key Responsibilities * Relationship Management: Build and maintain strong, long-term relationships with a portfolio of Sage Intacct clients. Serve as the trusted advisor and central point of contact for all client needs and inquiries. * Strategic Account Planning: Develop and execute strategic account plans to grow accounts. Understand your clients' long-term business goals and position our solutions to help them achieve those goals. * Proactive Engagement: Regularly check on customer status, health, and satisfaction. Conduct proactive check-ins, business reviews, and health assessments to identify potential issues and opportunities for improvement. * Needs Assessment & Advocacy: Regularly connect with clients to understand their evolving needs and challenges. Advocate internally for the resources required to support their success and fulfill their requests. * Resource Coordination: Identify and coordinate the allocation of internal resources (e.g., consultants, technical support, project managers) to address client requests for additional services, customizations, training, or technical assistance. * Adoption & Optimization: Monitor client adoption and utilization of Sage Intacct. Provide guidance and recommend best practices to ensure they are fully leveraging the platform's features to meet their evolving business needs. * Renewal & Expansion: Work closely with the sales team to identify opportunities for account expansion and ensure successful renewal of client contracts. * Problem Resolution: Triage and escalate customer issues to the appropriate internal teams, ensuring a timely and effective resolution. * Reporting & Documentation: Maintain accurate and up-to-date client records within our CRM system (e.g., Salesforce, HubSpot). Report on key customer success metrics and activities. Qualifications * Experience: 2+ years of experience in a customer success, account management, or client-facing role, preferably in a SaaS or technology environment. * Sage Intacct Knowledge: A solid understanding of the ERP systems and core financial accounting principles (e.g., AP, AR, GL, reporting) is a strong plus. * Communication Skills: Exceptional verbal and written communication skills with the ability to articulate complex concepts clearly and concisely. * Problem-Solving: Proven ability to listen to client needs, anticipate challenges, and proactively work towards solutions. * Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple clients and priorities simultaneously. * Collaboration: A team player who can effectively collaborate with cross-functional teams to achieve shared goals. * Education: Bachelor's degree in Business, Finance, Accounting, or a related field, or equivalent practical experience. * Travel: Ability to travel to client sites for on-site meetings, business reviews, and training sessions as needed. Company DescriptionBTerrell is a dynamic and growing ERP accounting software reseller, specializing in Sage Intacct and focused on delivering high-impact solutions to organizations in the construction and financial sectors. We’re looking for a creative, confident, and hands-on Marketing Specialist to elevate our brand, drive engagement, and help shape our go-to-market presence.BTerrell is a dynamic and growing ERP accounting software reseller, specializing in Sage Intacct and focused on delivering high-impact solutions to organizations in the construction and financial sectors. We’re looking for a creative, confident, and hands-on Marketing Specialist to elevate our brand, drive engagement, and help shape our go-to-market presence.

Job Description CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. In 2024, Forbes recognized Credent as one of the top RIA firms in the U.S. For more information, visit Credent Wealth Management. Purpose: The Partner Integration Sales Manager works with the Chief Business Officer to oversee and coordinate the Sales process for Partner Integration tuck-in opportunities. This process includes managing and coaching the internal sales associates, leading aspects of the sales process, driving opportunities through the Partner Integration sales core process, obtaining LOI’s, then leading the due diligence process through contract while handing off to the Credent Advisor Solutions team. Job Responsibilities: • Identify and evaluate potential opportunities: understand market trends, competitor landscapes, and company performance to identify potential targets and opportunities., • Sales prospecting: cold calling, conducting meetings coordinated by internal staff, leading introductory meetings., • Leading advisors through the sales funnel while following our core process., • LMA: Lead, manage and hold accountable the Partner Integration Team Lead, Partner Integration Associates and Internals to coordinate and set up meetings for the Sales team. Responsible for the training of the PI Sales team., • Event Participation: Working with the Internal team to coordinate, schedule, contact, and invite advisors to Credent hosted events in targeted geographic locations., • Due Diligence: Lead prospects through the due diligence process post LOI. Coordinate discovery sessions and obtain information to evaluate potential for contractual agreement., • Financial Modeling and Valuation: Obtain and analyze financial data, in coordination with CBO, develop valuation models, and facilitate conversation with prospect to finalize LOI agreement., • Closing and Integration: Oversee the closing process, coordinate the integration of the acquired company, and work with transition team to ensure a smooth transition., • Post-Merger Integration: Support managing the integration of the acquired company, including cultural integration, system integration, and strategic alignment., • Obsessions: Partner Integration and CAS Revenue Growth, managing sales funnel to drive advisors to next steps of core process., • Standard office equipment, • Cloud-based storage software, • Finance, Payroll, and Marketing software, • CRM software, • Microsoft Office Suite, • Analytical and strategic thinking skills, • Project Management skills, • Strong communication and interpersonal skills:, • Proactive work ethic with excellent organizational abilities, • Collaborative approach to cross-functional initiatives, • Attention to detail and consistent follow-through, • Professional demeanor aligned with Credent's standards, • Strategic mindset balanced with practical execution capabilities, • Bachelor’s degree in finance, business administration, or related field, • Experience in M&A, corporate finance, or financial advising is desirable., • Professional certifications such as CPA, CFA, or ACCA beneficial.