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

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

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

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

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

Financial Services Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.• $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8* The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Remote Sales Agent | PT or FT | Licensing Assistance Included Performance-Based | Daily Pay | Career Growth Opportunity Candidates Must Reside in the U.S. About the Company The Gibbons Group is dedicated to helping individuals and families protect what matters most through simplified issue life insurance solutions with valuable living benefits. We believe success starts with opportunity. Whether you're beginning a new career or looking for a flexible way to build your future, we provide the training, support, and resources to help motivated individuals develop professionally while making a meaningful impact in the lives of others. Position Overview We are seeking motivated individuals to join our team as Remote Sales Agents. This opportunity is ideal for those looking to start or grow a rewarding career in the life insurance industry while enjoying the flexibility of working remotely on a part-time or full-time basis. As a Remote Sales Agent, you will educate clients on life insurance solutions, help them choose coverage that fits their needs, and build lasting relationships through professional service. No prior insurance experience is required—we provide licensing assistance, comprehensive training, and ongoing mentorship to help you succeed. If you are driven, coachable, and excited to build a career with unlimited earning potential, this opportunity offers the tools, support, and flexibility to help you reach your goals. Key Responsibilities • Connect with individuals and families to understand their financial protection needs., • Educate clients on life insurance products, including simplified issue coverage with valuable living benefits., • Build strong, lasting client relationships through professional communication and exceptional service., • Guide clients through the application process while providing support and answering questions., • Follow up with prospective and existing clients to ensure a positive customer experience., • Participate in training, coaching, and professional development to build product knowledge and sales skills., • Utilize company-provided tools, systems, and resources to effectively manage daily activities., • Maintain professionalism while working independently in a remote environment., • Continuously develop your skills and contribute to personal and team success. Qualifications • Previous sales, customer service, or relationship-building experience is helpful but not required., • No prior insurance experience is necessary—licensing assistance, training, and ongoing support are provided., • Strong communication and interpersonal skills with a passion for helping others., • Self-motivated, coachable, and eager to learn in a performance-based environment., • Ability to work independently while effectively managing your time in a remote setting., • Positive attitude with a commitment to personal and professional growth., • Comfortable using technology and virtual communication tools. What We Offer • Licensing assistance to help you start your career in the life insurance industry., • Comprehensive training, mentorship, and ongoing professional development., • Flexible remote work with part-time or full-time opportunities., • Competitive commission structure with uncapped earning potential., • Performance-based incentives and opportunities for career advancement., • Access to industry-leading tools, systems, and resources designed to support your success., • A collaborative, team-oriented culture focused on growth, integrity, and helping others succeed. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Whether you choose to work part-time or full-time, your income is directly tied to your effort, commitment, and personal goals., • Agents have the opportunity to build a rewarding career while enjoying the flexibility of managing their own schedule., • This opportunity offers the independence of self-employment with the support, training, and resources of an established organization. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our agents, and build meaningful relationships. • Integrity: We believe in honesty, transparency, and always doing what is right for our clients, agents, and partners., • Growth: We are committed to continuous learning, personal development, and helping individuals reach their full potential., • Service: We are passionate about helping families find solutions that protect their financial future., • Respect: We value every individual and believe in creating an environment where people feel supported and appreciated., • Partnership: We believe success is built through teamwork, collaboration, and supporting one another. Why Join The Gibbons Group? At The Gibbons Group, we believe the right opportunity can create lasting personal and professional growth. We are committed to providing motivated individuals with the training, support, and resources needed to build a successful career in the life insurance industry. Whether you are looking for a new career path, a flexible opportunity, or the ability to grow professionally, this role provides the tools and guidance to help you move forward. If you are driven, coachable, and ready to take the next step toward a rewarding career while helping families protect their financial future, we would love the opportunity to connect with you.

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

Take control of your income, apply today to lock in top-tier contracts and access high-intent leads! Role Overview As a Licensed Life Insurance Agent & Agency Builder, your primary role is to connect qualified, high-intent prospects with tailored life insurance products while leveraging our agency infrastructure to scale your income. You will manage the full sales cycle, from initial consultation to policy placement, using fresh, affordable Google-generated lead channels. Additionally, you will have the opportunity to recruit, mentor, and lead your own team of producers using our fully supported recruiting system. Key Responsibilities • Client Acquisition & Sales: Consult with warm, high-intent leads to assess coverage needs, present suitable insurance solutions, and submit applications., • Pipeline & Relationship Management: Conduct follow-ups, maintain policyholder records, and ensure smooth underwriting and policy delivery., • Agency Building (Optional/Growth Path): Utilize complimentary recruiting leads and plug into our recruitment system to hire, train, and mentor new agents to earn agency overrides., • Continuous Development: Participate in ongoing product education, advanced sales strategy sessions, and leadership training. What We Provide • Top-Tier Contracts: Industry-leading payout tiers reaching up to 140%., • High-Intent Inbound Leads: Direct access to fresh, cost-effective Google leads actively searching for coverage., • Agency-Building Infrastructure: Free recruiting leads, turnkey recruitment support, and team development training., • Complete Support Systems: Full product training, streamlined sales tools, and back-office guidance to maximize your writing volume., • Early-Stage Advantage: Get in early on a newly expanded program with significant room for upward growth. Qualifications • Active Life Insurance License, • Background in life insurance sales, telesales, or financial services., • Strong communication, negotiation, and self-management skills., • Desire for high earning potential and agency ownership. Note: This is a 100% commission-based opportunity designed for driven agents who want uncapped earning potential, total schedule freedom, and direct reward for their effort, with no caps on what you can earn or how fast you can grow your agency. Ready to leverage better lead flow, higher margins, and a clear build-out strategy? Apply today to get started!

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: • Build a client base by growing relationships with your network and providing guidance, • Gain expertise through sponsored coursework and proprietary agent development training, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Self-motivation to connect with company provided sales leads and network with new clients, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others Competitive commission structure designed to grow with you! • 1st year: $40,000 - $65,000, • 3rd year: $60,000 - $90,000, • 5th year: $75,000 - $130,000 What we offer: • Passive income opportunities and bonus programs, • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, • Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: • Build a client base and develop knowledge of Bankers Life financial products and market trends, • Develop yourself with our award-winning training and mentorship network, • Present clients with financial solutions and drive them to action, • Take ownership of your business and build a team The ideal candidate will have: • Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®), • High level of self-motivation; ability to accomplish goals independently, • History of success in sales, competitive roles, client services, or client-facing roles, • Excellent time-management skills, • Desire for continuous learning What we offer: • Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years, • Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®, • Inclusive culture, career long mentorship, and the support of an established office structure, • Progressive advancement opportunities, • Flexible hybrid schedule once you complete your agent training, • Sales leads, marketing tools and leading technology, • Uncapped earnings, • Passive income opportunities and bonus programs, • Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Financial Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8, • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Position Summary Colonial Surety Company is seeking a Customer Service Representative to join our Contract Surety Department. This is an excellent entry level opportunity to begin a career in the specialized field of contract surety while receiving extensive onboarding and hands on training from experienced professionals. Founded in 1930 and rated "A" (Excellent) by AM Best, Colonial Surety Company is a leading national direct writer of surety bonds, fidelity bonds, and business insurance products. We are licensed and admitted in all U.S. states and territories. Through The Partnership Account® for Contractors, we provide contractor partners with innovative tools and resources that help them become more competitive throughout the bidding and bonding process. This position offers an outstanding career trajectory within a growing and financially strong organization. We are seeking an energetic, highly motivated individual with a strong work ethic, exceptional organizational and time management skills, and a desire to learn. The ideal candidate is a quick learner who thrives in a fast paced environment, enjoys working with customers, takes initiative, and is looking to build a long term career with Colonial Surety Company. The Customer Service Representative provides administrative and operational support to the Contract Surety Department, specifically the Underwriter in execution of client requests and administrative support to the Underwriter. This role is responsible for processing bond requests, coordinating documentation between contractors and underwriters, maintaining accurate records, and ensuring bonds are issued accurately and on time. The position requires excellent customer service, strong attention to detail, and the ability to manage multiple priorities while supporting the underwriting team and delivering an exceptional customer experience. Essential Duties and Responsibilities • Process contract surety bond requests, including Bid, Performance, Payment, and Maintenance Bonds., • Review bond submissions for completeness and accuracy., • Coordinate the collection of financial statements, work in progress schedules, indemnity agreements, and supporting underwriting documentation., • Prepare bond forms, riders, powers of attorney, and related documents for issuance., • Maintain contractor, agent, and bond records within company systems., • Track bond requests and follow up on outstanding requirements to ensure timely processing., • Communicate with contractors, agents, producers, and internal underwriting staff regarding bond status and outstanding requirements., • Assist underwriters with account management, renewals, and contractor servicing., • Monitor bond execution and delivery requirements to ensure compliance with contract specifications., • Process bond cancellations, amendments, and related policy changes as needed., • Perform contractor credit checks and maintain organized electronic files to support efficient account servicing., • Support new business development efforts by responding promptly to contractor and agent inquiries., • Generate departmental reports and maintain accurate production and pipeline records., • Ensure compliance with company underwriting guidelines, regulatory requirements, and internal procedures., • Participate in departmental meetings, product training, and ongoing professional development., • Perform other duties as assigned. Qualifications Education • Bachelor's degree in Business, Finance, Insurance, or a related field preferred. Experience • Previous administrative, customer service, banking, insurance, finance, or related business experience is preferred., • Experience with financial statements and knowledge of financial review is a plus. Knowledge, Skills, and Abilities • Strong organizational skills and exceptional attention to detail., • Excellent verbal and written communication skills., • Outstanding customer service and relationship building abilities., • Energetic, positive, and professional attitude., • Strong work ethic with the ability to take initiative and work independently., • Excellent time management skills with the ability to prioritize multiple responsibilities., • Ability to learn quickly and adapt to new systems, products, and procedures., • Strong analytical and problem solving skills., • Proficiency with Microsoft Office Suite, including proven knowledge of Excel basic formulas and overall proficiency as well as and Word and Google Workspace., • Ability to learn agency management systems and contract surety processing platforms., • Ability to work collaboratively within a team oriented environment while also managing individual responsibilities. Compensation and Benefits • Competitive base salary., • Annual performance based bonus opportunity., • Extensive onboarding program and hands on training., • Outstanding career advancement opportunities within a growing organization., • Opportunity to develop expertise in the highly specialized contract surety industry. Work Environment • Full time position., • Monday through Friday, 8:30 a.m. to 5:30 p.m., • Business professional attire required., • In office position located at 123 Tice Boulevard, Woodcliff Lake, New Jersey. Success Metrics Success in this position will be measured by: • Timely processing and issuance of contract surety bond requests., • Accuracy and completeness of bond documentation and contractor records., • Responsiveness to contractors, agents, and internal stakeholders., • Consistent adherence to underwriting service standards and turnaround times., • Strong organizational performance and effective management of daily workflow., • Contributions to underwriting support, operational efficiency, customer retention, and overall customer satisfaction.

Accelerated Path to Management Program Ready to grow your leadership career with a Fortune 100 company backed by more than 180 years of strength and stability? The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.* You will begin by building your own practice, developing client relationships, and growing your business while receiving industry-leading training, mentorship, and development opportunities. As you progress and meet specific program requirements,¹ you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development. What We Offer New York Life invests in your success from day one with the following training, resources, and development opportunities designed to help you grow as a financial professional and future leader: • Industry-leading training in business development, marketing, and relationship management, • Ongoing mentorship and professional development, • Hands-on experience building and growing a business, • A defined path into leadership and management, • The opportunity to lead, coach, and develop future financial professionals What We Are Looking For We are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have: • Sales or management experience in another industry, • Experience running a business or leading a team, • An MBA or other equivalent degree, • Strong relationship-building and communication skills, • An entrepreneurial mindset and leadership potential If you’re looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you. How It Works Phase 1: Build Experience as a Financial Professional In your first year, you’ll gain hands-on experience as a financial professional—building client relationships, growing your business, and developing a strong foundation in financial services. We’ll equip you with comprehensive training, digital tools, and access to a broad suite of products and solutions. Training & Resources You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role. In addition to ongoing coaching and mentorship, you will have access to experienced professionals, proven best practices, and digital sales, prospecting, and marketing tools to help you attract and retain clients across web, social, and email channels. Products & Solutions Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. Together with its subsidiaries, New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products2 such as mutual funds. Phase 2: Transition to Associate Partner After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program2 focused on leadership, recruiting, and team development. As an Associate Partner, you will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities. Throughout your career with New York Life, opportunities for advancement into increasingly senior management roles will continue to grow. Compensation & Benefits When you begin with New York Life as a financial professional,3 your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits If you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $60,000 - $150,000 (the minimum salary in California is $70,304.00, the minimum salary in Washington is $80,168.40, and the minimum salary in New York State is $62,353.20, except in New York City and Nassau, Suffolk, and Westchester counties, where the minimum salary is $66,300.00). In addition to your base salary, you will be eligible for certain bonuses and other incentives based on the performance of agents* in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses the Company does not otherwise reimburse. You will also be eligible for medical, dental and vision benefits, life, long-term disability and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.4 Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:5 • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients6 include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force 7, • #1 largest mutual insurer in the U.S.8, • *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract.

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

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

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

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

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

Noodle is higher education’s leading strategy, services, and technology partner. We develop infrastructure, provide life-changing learning experiences, and grow the awareness of and the enrollment in some of the best academic institutions in the world. Our vision is “to empower universities to change the world.” We achieve this vision by offering our university partners various products and services that help them be more resilient, responsive, efficient, and interconnected. We’re looking for a Prompt Systems Engineer to sit at the intersection of AI capability and educational effectiveness. You will own the design, testing, and continuous improvement of the prompts and system instructions that power Noodle’s AI agents across enrollment, learning, and student support use cases. This is a hands-on, high-impact role. You’ll work directly with product managers, learning designers, university stakeholders, and engineers to translate operational and pedagogical goals and business requirements into agent behavior — and you’ll build the evaluation frameworks to prove that behavior is working. Prompt Design & Engineering • Write, iterate, and maintain system prompts and instruction sets for Noodle’s AI agents focused on students enrollment, learning, and retention, • Translate complex educational and operational requirements into clear, reliable agent behavior — including persona definition, tone, scope constraints, fallback handling, and multi-turn conversation logic, • Design prompt architectures for multi-step and chained agent workflows, including RAG-augmented agents that draw from program-specific knowledge bases, • Collaborate with the engineering team to configure and deploy agents through Noodle’s AI orchestration platform, including primary prompts, secondary context, knowledge base attachments, and embed definitions, • Create the learner experiences defined by “three-way” chat between the learner, a campus or Noodle support staff member, and that staff member’s AI assistant Evaluation & Quality • Build and maintain evaluation frameworks to measure agent accuracy, tone, hallucination rate, task completion, and alignment with rubric-based learning objectives, • Use Langfuse (Noodle’s LLM observability platform) to monitor prompt performance in production, identify regressions, and prioritize prompt improvements, • Design red-teaming and adversarial testing protocols to surface edge cases and failure modes before agents reach students, • Establish prompt versioning practices and maintain a library of tested, reusable prompt components Collaboration & Enablement • Partner with Noodle teammates and university stakeholders to design, build, and test agents — translating learning objectives, operational flows, rubric assessments, and more into prompt-level agent instructions, • Work with enrollment and student success teams to tune companion agents for specific programs and university partner contexts, • Contribute prompt engineering guidelines and best practices documentation for internal teams who configure their own agents on Noodle’s AI orchestration platform, • Stay current with model capability changes across OpenAI, Anthropic, and other providers integrated into Noodle’s stack, and proactively surface opportunities or risks, • Perform other duties as assigned, • 2+ years of experience designing and iterating on prompts for LLM-powered applications in a production environment, • Deep familiarity with prompt patterns: few-shot examples, chain-of-thought, system vs. user roles, output formatting constraints, tool-use prompting, and RAG integration, • Strong written communication — you can write clearly, precisely, and persuasively, because that’s the core of the job, • Experience building and running prompt evaluations: defining metrics, writing test cases, and interpreting results to make improvement decisions, • Comfort working across disciplines — you can hold a conversation with an engineer about context windows and with a faculty member about Bloom’s Taxonomy, • Experience with LLM observability tools (Langfuse, Weights & Biases, or similar), • Familiarity with LTI (Learning Tools Interoperability) and how AI tools plug into LMS platforms like Moodle, Canvas, or Instructure, • Experience with voice agents or multimodal prompting, • Comfort reading and writing basic code (JavaScript, Python) to support prompt automation and testing pipelines, • Knowledge of OpenAI, Anthropic, or other model provider APIs, • Ability to thrive in ambiguity and iterate quickly based on user feedback, • Ability to work effectively in dynamic, rapidly changing, team-based environment, • Work from our beautiful NYC office OR the comfort of your home office!, • Computer and charger on us!, • 401(k) with company match, plus equity opportunities, • Medical, dental, and vision insurance for you and your family (including mental health benefits like Headspace and Talkspace), • Employer-paid life and disability insurance, • Optional voluntary coverage, including supplemental life, accident, critical illness, and hospital insurance, • Health Savings Account (HSA), Flexible Spending Accounts (FSA), and commuter benefits, • Pre-tax benefit options that help you save on eligible healthcare, dependent care, and commuting expenses, • Employee Assistance Program (EAP), • Paid parental leave, • Wellness initiatives and resources, • Free subscription to the Calm app, • Employee discount program, • 4 weeks of paid vacation + 10 paid holidays + paid sick leave, • Monthly mobile connectivity stipend, • Annual education stipend for lifelong learning, • Growth opportunities - we pride ourselves on creating environments where employees can be themselves and grow within and around the company $100,000 - $120,000 a yearEligibility Requirements:This position is based in the United States, and applicants must be legally authorized to live and work in the United States. Employees are required to reside within the United States for the duration of their employment. At Noodle, we hire people who will help us change the future of online education. Even if you don't think you check off every bullet point on this list, we still encourage you to apply! We value both current experience and future potential. Noodle is committed to creating a welcoming and inclusive workplace for everyone. We value and celebrate our differences because those differences are what make our team shine. We hire great people from different backgrounds, not just because it's the right thing to do, but because it makes us stronger as a whole. Women, people of color, LGBTQIA2S+ individuals, and members of other underrepresented groups are strongly encouraged to apply. Noodle is an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, religion, sex, gender, sexual orientation, gender identity, disability status, or veteran status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description About Us At Dong-E Insurance Agency, we pride ourselves on delivering trusted, reliable service to our community and clients. We are looking for a organized, detail-oriented P&C Insurance Office Assistant to join our team and keep our day-to-day office operations running smoothly. In this role, you’ll be the backbone of our administrative workflow—handling administrative tasks, assisting existing policyholders, and keeping our client records in top shape. What You’ll Do Customer Care: Assist existing clients with policy updates, payments, billing questions, and general inquiries via phone and email in both English and Korean. Documentation & Processing: Accurately process policy renewals, endorsements, cancellations, and certificate requests. Office Administration: Maintain up-to-date client files in our agency management system, organize mail, and manage paperwork. Carrier Coordination: Communicate with insurance carriers to track requests, ensure documentation is complete, and resolve file issues. Requirements Bilingual Proficiency: Fully fluent in both English and Korean (verbal and written communication). Active Property & Casualty (P&C) Insurance License (or willingness to obtain one). Strong organizational skills and high attention to detail. Comfortable using computers, management systems, and standard tools (Excel, Word, Email). Clear, courteous, and professional communication style. Prior office or insurance administrative experience is a plus!

Licensed Life Insurance Agents Only.Seeking licensed life insurance agents who want predictable leads, strong commissions, and a modern environment where your effort actually pays off.No cold calling - we handle the marketing.A modern, tech-enhanced sales process.Strong income opportunities with imm

Job Description Job Overview of Supervising Clinician-School Based - Yonkers/Hastings/White Plains-10 Month Program The School-Based Supervising Clinician is responsible for the supervision of clinicians and interns on clinical and administrative functions and maintains a trauma-responsive, culturally congruent stance on clinical care. The School-Based Supervising Clinician conducts client screenings, evaluations, and treatment, as the primary clinician for assigned clients and is expected to meet a productivity contact commitment of 10 billable hours per week. The School-Based Supervising Clinician works collaboratively with school staff, administrators, and families to ensure coordination and the best quality care for the student population. The School-Based Supervising Clinician provides clinical coverage on a rotating basis for the on-call schedule and is supervised by the Director of School-Based Clinical Services. The supervising clinician schedule is based on 10 month DOE calendar aligned with the Hastings/White Plains/Yonkers School District. Essential Duties of Supervising Clinician-School Based Yonkers/Hastings/White Plains-10 Month Program Key duties of this position include, but are not limited to, the following: • Provides high-quality oversight and approval of clinical work and monitors and evaluates performance, with a focus on fiscal sustainability for the program/Agency;, • Collaborates with onsite Principals, Teachers, PPS/school support team, and parents/caregivers to ensure quality mental health services are provided to the student population and their families;, • Provides clinical supervision and coaching weekly for clinical staff;, • Supports the implementation of clinically appropriate treatment plans and all related documentation for client records in the electronic health record in line with OMH regulations and agency policies and procedures;, • Provides psychotherapy to clients and their families using individual, group, and family interventions as well as other agency approved evidenced-based treatment modalities;, • Promotes integrated, person-centered care;, • Coordinates/facilitates educational activities for the school staff, parents, and the community;, • Supports evaluation of program services to enhance client outcomes and acts as a positive change agent to implement clinical initiatives to increase quality client care;, • Serves as on call Supervising clinician as scheduled on a rotating basis;, • Act as a resource to clinical staff by maintaining knowledge of OMH regulations and standards of care as they relate to clinical practice;, • Supports overall strategic plan of the organization;, • Ability to adhere to our organization's core values, commitments, policies and procedures; Essential Qualifications of Supervising Clinician-School Based Yonkers/Hastings/White Plains-10 month Program Key qualifications include: • Licensed (LCSW, LCSW-R, Ph.D or Psy.D) with a current professional license in NYS;, • Must have at least four years of clinical experience, required; Three years of supervisory and administrative experience, preferred;, • Bilingual Spanish a huge plus;, • Relevant clinical experience with children, adolescent, adults and families;, • Knowledge of and experience with multiple modalities and evidence-based Interventions;, • Strong computer skills, with knowledge of electronic health record system;, • Excellent oral and written communication skills;, • Ability to meet session productivity standards;, • Ability to access and utilize ADP app on smartphone or other device for access to agency programs. Benefits of Supervising Clinician-School Based-Yonkers/Hastings/White Plains-10 Month Program • Personal and sick time, • Health Insurance, • Dental Insurance, • Vision Benefits, • 401(k) Employer Contributions, • Tuition Reimbursement, • Flex Spending Accounts, • Employer Paid STD, LTD and Life Insurance, • Professional Development, • Following DOE calendar for paid time off (10 Month Calendar) Physical/Travel Requirements of Supervising Clinician-School Based-Yonkers/Hastings/White Plains-10 month Program • Must have ability to reach, walk, sit for long periods of time, climb stairs, bend, kneel, lift up to 20lbs, and able to travel;, • Driver’s license required; The employee must be able to meet these requirements with or without a reasonable accommodation. Disclaimer Nothing in this job description restricts Andrus’ right to modify the duties/responsibilities of this job at any time, with or without advanced notice. EEO Statement Andrus is an equal opportunity employer.

Job Description Position Overview State Farm Insurance Agent located in Lodi, NJ is seeking an on-site, outgoing, career-oriented professional to join their team. As a State Farm team member for Theressa Parra - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... • Hourly pay plus commission/bonus, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agency Requirements • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Self-motivated, • Detail oriented, • Able to learn computer functions, • Ability to work in a team environment, • Bilingual - Spanish preferred, • Property and Casualty license (must be able to obtain), • Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Compensation: $18.00 - $24.00 per hour

Job Description Remote Sales Agent HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job Description Gottlieb & Greenspan is a rapidly growing law firm at the forefront of healthcare reimbursement litigation, with a specialized focus on disputes arising under the No Surprises Act (NSA). Our firm is known for its high‑stakes advocacy, strategic litigation approach, and commitment to delivering exceptional results for our clients. We pride ourselves on being ethical, respectful, accountable, positive, driven, and committed to excellence. We are seeking an experienced Data & Analytics Manager t join our growing team. You'll own the firm's data and analytics function, reporting to the IT Director. You'll decide how our data is modeled and defined, build the reporting that partners and case teams rely on, and turn high-volume case data into decisions about which disputes to file, how to price offers, and how to argue against specific carriers. You'll also supervise and mentor a junior data analyst. This is a builder role in a small, fast-moving team, not a role that manages from a distance. You'll also be the firm's guide to its own data: when someone needs an answer, they should know exactly which report to open, and that's on you to make easy. Responsibilities: • Own the data model across Salesforce, Box, and Fabric, including shared definitions for core metrics (wins, awards, payout relative to QPA, carrier and IDR entity performance) so everyone works from one version of the truth, • Build and maintain Power BI semantic models and a curated library of reports, retiring duplicates and outdated versions so the library stays lean, • Create and maintain a report catalog that tells staff which report answers which question, what each metric means, and who to ask, and keep it current as reports change, • Train attorneys, case managers, and staff on where to find answers, and point people to existing reports before building new ones, • Partner with attorneys and case managers to understand their questions, then deliver a clear recommendation rather than a data dump, • Develop and validate predictive models (for example, win probability) and help evaluate where machine learning adds real value, • Supply clean, well-structured data to our Automation & AI team for AI extraction and agent workflows, • Establish data quality checks and governance practices, • Mentor a junior analyst and set standards for how analysis is requested, built, documented, and delivered Requirements: • 5+ years in data analytics, analytics engineering, or a similar role, with at least some time owning a reporting function or leading others, • Strong SQL and data modeling skills (star schemas, dimensional modeling, semantic layers), • Advanced Power BI, including DAX and semantic model design, • Experience working with Salesforce data (objects, relationships, reporting, SOQL or data extraction), • Python for analysis and basic modeling (pandas, scikit-learn, or similar), • The ability to explain what the numbers mean to non-technical partners and recommend what to do about it, • Experience writing clear documentation for non-technical users, such as data dictionaries, report guides, or internal wikis, • A habit of documenting, reusing, and improving existing work instead of starting over Preferred Qualifications: • Healthcare claims, reimbursement, or revenue cycle experience (CPT/HCPCS codes, EOBs, payer data), • Microsoft Fabric experience, including AutoML or notebooks, • Exposure to Box or document-heavy data workflows, • Experience with LLM or AI-assisted data extraction Salary Range: $130,000-165,000 / year, commensurate with experience Benefits: • 100% employer paid Medical Insurance for employees, starting day 1, • 100% employer paid Dental and Vision Insurance for employees, starting within 31 days, • 401(k) with Employer Contributions, • Profit Sharing, • Cash Balance Plan (similar to pension), • Competitive PTO & Paid Holidays, • Friendly, team-focused culture where your work matters Visit us at www.gottliebandgreenspan.com to learn more! Gottlieb & Greenspan is an equal opportunity employer. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, veteran status, age, or any other protected status under applicable federal, state, or local laws. Candidates must be authorized to work in the United States and not require sponsorship now or in the future for employment‑based visas, including but not limited to H‑1B, TN, O‑1, or E‑3 classifications. Gottlieb & Greenspan is committed to providing reasonable accommodations to individuals with disabilities throughout the application, interview, and employment process. Applicants who require accommodation may contact Human Resources to request support. The duties and responsibilities described above are intended to outline the general nature and level of work performed. They are not an exhaustive or complete list of all tasks, responsibilities, or requirements. Additional duties may be assigned or modified at any time with or without notice.

Job DescriptionCompany Description VERSANT (Nasdaq: VSNT) is an industry-changing media and entertainment business and home to trusted brands that shape culture, inform audiences, and build lasting connections. It operates across four core markets: political news and opinion, business news and personal finance, golf, and sports and genre entertainment. These markets are served through a powerful portfolio of iconic and innovative brands, including CNBC, MS NOW, USA Network, Golf Channel, Oxygen, E!, SYFY, and Versant's sports division USA Sports, along with complementary digital assets including Fandango, Rotten Tomatoes, GolfNow and GolfPass. Job Description Versant is seeking a Manager, Finance Transformation to be a core member of the controllership and finance workstreams for the Company’s finance transformation agenda. Reporting to Senior Director, Finance Transformation, this role will serve as a business partner to Finance and Technology and will play a central role in the design, implementation, and adoption of next-generation finance processes, data, controls, and systems, including the Company’s ERP modernization program. The Finance Transformation team will help translate business and reporting requirements into scalable, fit-to-standard solutions; establish governance and execution discipline across the finance transformation portfolio; and help ensure that the future-state operating model supports accurate financial reporting, strong internal controls, efficient close processes, and sustainable growth as a newly independent public company. The Manager will work closely with the Senior Director serving as a critical bridge between finance, technology, business units, and external partners, ensuring that finance requirements and strategic priorities are effectively translated into scalable processes, systems, data, and ways of working. The ideal candidate combines finance process and controllership experience, including ERP transformation, strong program management skills, and the ability to operate and work with others in a dynamic media environment. Finance Transformation Strategy & Program • Core member of team leading the finance transformation roadmap and associated workstreams, aligning priorities, sequencing, operating-model decisions, and delivery plans with the Company’s strategic, financial reporting, and control objectives., • Finance liaison to the ERP core team, O&T, system integrator, BU finance teams, and other transformation partners from design through deployment and stabilization., • Facilitate stakeholder alignment around core design principles, fit-to-standard decisions, and the future-state finance operating model; identify and resolve cross-functional dependencies and escalations., • Drive digital enablement, automation, AI, and continuous improvement across Finance, ensuring investments deliver measurable improvements in efficiency, controls, scalability, and business value., • Support transformation-driven savings and efficiency targets aligned to the Company’s financial commitments. Finance Process, Data & Systems Design • Translate finance, accounting, reporting, and control requirements into fit-to-standard ERP process, master data, and reporting designs across Record to Report, Procure to Pay, Order to Cash, and related finance processes., • Participate in design workshops covering business process analysis, process reengineering, chart of accounts and code block design, organizational structures, master data, and workflows., • Help identify opportunities to simplify and standardize and ensure business critical requirements are incorporated into the future state technology enabled processes with optimized organizational structures leveraging centralized onshore and offshore delivery centers., • Guide data conversion, validation, reconciliation, and readiness activities across legacy and future-state environments, ensuring completeness, accuracy, and integrity of master / transactional data, • Support integration architecture decisions between the ERP and boundary systems (e.g., billing, revenue management, etc.), ensuring requirements are met across the technology landscape., • Ensure future-state solutions accommodate Versant’s complex, multi-stream revenue models spanning advertising, subscriptions, content licensing, and ancillary revenue. Controls, Reporting & Close Enablement • Embed financial reporting, SOX, and internal-control requirements into process and system designs, in partnership with Corporate Controllership, Technical Accounting, Internal Audit, Risk & Compliance, and external auditors., • Ensure future-state solutions support timely, accurate, and efficient close, account reconciliations, journal entry governance, consolidation, management reporting, and external reporting processes., • Design sustainable documentation, test plans, control evidence, and operating procedures that enable audit readiness and effective ownership following implementation. Delivery, Adoption & Continuous Improvement • Act as a change agent for finance by helping teams understand the rationale for new processes and controls, adopt standard ways of working, and build long-term capability., • Help define and monitor transformation KPIs, adoption measures, and business outcomes to ensure initiatives achieve intended objectives and enable sustained improvement., • Support the relationship and service integration with third-party partners, ensuring alignment between operations and the future-state operating model during and after the ERP transition., • Key Finance counterpart to the system integrator throughout the implementation lifecycle, managing scope, deliverables, and quality expectations on behalf of finance leadership., • Partner with the Finance teams and enterprise AI governance to identify, prioritize, and adopt AI and agentic solutions within Finance processes, supporting the AI enablement roadmap.Qualifications Required Qualifications[A1] • Bachelor’s degree in Accounting, Finance, Information Systems, Business, or a related field., • CPA, MBA, or comparable advanced finance, accounting, or technology credential preferred., • 12+ years of progressive experience in finance transformation, controllership, finance systems, accounting operations, or related roles, including significant leadership responsibility within a large, complex organization., • Significant experience leading enterprise ERP or finance-system transformation programs, preferably including SAP S/4HANA or another modern cloud ERP platform., • Strong understanding of end-to-end finance processes, including Record to Report, Procure to Pay, Order to Cash and master data governance., • Strong knowledge of U.S. GAAP, public-company reporting, internal controls, and SOX requirements, with the ability to translate those requirements into scalable process and system designs., • Demonstrated experience with business-process redesign, data conversion and reconciliation, testing, cutover, organizational change management, and post-go-live stabilization., • Experience working effectively with technology organizations, system integrators, and third-party implementation partners in a matrixed environment., • Experience in media, entertainment, digital, advertising, networks, streaming, technology, or another complex, high-volume industry preferred., • Proven ability to influence senior stakeholders, lead and develop teams, manage competing priorities, and drive execution in a fast-paced environment., • Deep analytical, organizational, communication, presentation, and problem-solving skills., • Experience managing BPO/managed services relationships and integrating outsourced operations into a transformed finance operating model., • Experience applying AI, automation, analytics, or emerging technologies within Finance. Leadership Competencies The successful candidate will demonstrate: • Strategic, enterprise-minded leadership paired with strong execution discipline, • Deep understanding of finance and data processes, balanced with practical ERP and transformation delivery experience., • Ability to build alignment across finance, technology, business units, and external partners while navigating ambiguity and competing priorities., • A continuous improvement orientation with a passion for simplification, standardization, automation, and scalable operating models., • High integrity, sound judgment, and commitment to financial stewardship, strong governance, and sustainable change., • A collaborative leadership style focused on developing talent, building accountable teams, and fostering an inclusive, performance-driven culture. Additional Information: Hybrid: This position has been designated as hybrid, generally contributing from the office a minimum of three days per week. Subject to change based on business need. This position is eligible for company sponsored benefits, including medical, dental and vision insurance, 401(k), paid leave, tuition reimbursement, and a variety of other discounts and perks. Salary Information: $100,000 - $125,000 (bonus eligible) Additional Information As part of our selection process, external candidates may be required to attend an in-person interview with a VERSANT Media employee at one of our locations prior to a hiring decision. VERSANT Media's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to candidateaccessibility@versantmedia.com. VERSANT Media is committed to fair and equitable compensation practices. We include a good faith pay range for each position to comply with applicable state and local pay transparency laws and to promote equity across our organization. Actual compensation will be based on factors such as the candidate's skills, qualifications, experience, and location and may include additional forms of compensation and benefits such as health insurance, retirement plans, paid time off, etc. VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.

Job Description Physical Therapist (PT) Rate: $55-$65 PER HOUR BENEFITS • Medical, Dental & Vision Insurance, • 401K, • Holiday Pay, • Paid Time Off, • Overtime Available, • Full Time/ Part Time and Per Diem POSITION SUMMARY: The Physical Therapist organizes and conducts physical therapy programs for the facility to facilitate rehabilitation. He/she directs client participation in selected tasks to restore, reinforce, and enhance performance. In addition, the Physical Therapist facilitates the learning of those skills and functions essential for promoting independence and productivity, in order to diminish or correct pathology. He/she directs activities to promote and maintain health. RESPONSIBLITIES/ ACCOUNTABILITIES: 1 Evaluates residents, develops appropriate treatment goals, and methods, implements the physical therapy treatment plan, and completes all related documentation and record keeping regarding these services; services include application of therapeutic techniques in areas such as gait, ambulation, muscle strength, coordination, endurance, mobility, posture control, sensory awareness, sitting and standing skills, balance and orientation; 2 Designs and fits adaptive devices, and trains residents in the use of adaptive devices including orthotics and prosthetics; 3 Selects physical agent modalities suited to the individual’s needs, physical capacity, mobility activities and diagnosis; 4 Consults with other members of the rehabilitation team to select the most appropriate therapeutic regimen consistent with the needs and capabilities of each resident; 5 Instructs resident in the skills and techniques required for participation in mobility activities, and evaluates client progress, attitudes, and behavior as related to rehabilitative potential; 6 Adapts program according to the needs of individual resident; 7 Promotes a safe environment and enforces the elimination of fire and safety hazards; 8 Attends and contributes to resident care, staffing conferences and other related meetings; 9 Supervises supportive personnel in accordance with state and professional standards; 10 Conducts training programs and participates in training medical, nursing and other personnel in physical therapy techniques and objectives; 11 Orders supplies and equipment as necessary; 12 Cleans, maintains, identifies, and reports the need for repair of equipment as necessary; 13 Ensures that residents and families receive the highest quality of service in a caring and compassionate atmosphere that recognizes the individuals’ needs and rights. SPECIFIC EDUCATIONAL/VOCATIONAL REQUIREMENTS: Graduate of a physical therapy curriculum accredited jointly by the Council on Medical Education of the American Medical Association and the American Physical Therapy Association and certified by the American Physical Therapy Association under its requirements. JOB SKILLS: 1 Good organizational skills and time management skills. 2 Good verbal and written communication skills. 3 Licensed and/or eligible for licensure as required per the State. PERFORMS RELATED DUTIES: 1 Interacts with residents, families, visitors and employees. 2 Carries out other tasks as requested in situations where hands-on intervention/participation may be required.

Job Description Job Responsibilities: • Integrate and analyze multi-omics datasets, including transcriptomics, proteomics, metabolomics, single-cell profiling, and immune repertoire data, to identify biomarkers and molecular signatures relevant to vaccine response, efficacy, and safety., • Demonstrate strong familiarity with state-of-the-art methods and tools for bulk RNA-seq, single-cell RNA-seq, TCR profiling, BCR profiling, and immune profiling data analysis., • Design AI-agent solutions that help researchers explore, query, integrate, analyze, and generate insights from multi-omics datasets and related scientific knowledge., • Build data pipelines and knowledge systems that allow AI agents to retrieve, summarize, connect, and reason across biological datasets, metadata, research workflows, and scientific literature., • Develop interfaces and APIs to support interaction with internal databases, cloud storage, bioinformatics pipelines, and external scientific resources., • Collaborate with computational biologists, data scientists, and software engineers to translate research needs into scalable AI solutions. Skills & Qualifications: • Masters degree or Ph.D. in computational biology, bioinformatics, computer science, AI/ML, data science, immunology, or a related quantitative scientific field., • Experience analyzing multi-omics datasets for biomedical or vaccine research, such as genetics, bulk RNA-seq, single-cell RNA-seq, spatial omics, immune repertoire profiling, proteomics, or related data types., • Experience with biomarker discovery, immune-response analysis, or systems immunology, preferably in the context of vaccine, infectious disease, or immunology research., • Strong communication and collaboration skills with the ability to work effectively in a hybrid team environment., • Hands-on experience generating immunological insights from single-cell sequencing data is highly desirable., • Expertise in artificial intelligence, large language models, retrieval-augmented generation, agentic AI workflows, or multi-agent system architecture is highly desirable., • Experience building LLM-based applications, multi-agent AI systems, agent orchestration workflows, or autonomous research assistants., • Strong software engineering skills in Python and modern AI development frameworks are preferred., • Ability to document code thoroughly to ensure reproducibility and clarity for collaborative projects.Job Type & Location This is a Contract position based out of Pearl River, NY. Pay and Benefits The pay range for this position is $38.00 - $42.00/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Pearl River,NY. Application Deadline This position is anticipated to close on Oct 16, 2026. About Actalent Actalent is a global leader in engineering and sciences services and talent solutions. We help visionary companies advance their engineering and science initiatives through access to specialized experts who drive scale, innovation and speed to market. With a network of almost 20,000 consultants and 5,000 clients across the U.S., Canada, Asia and Europe, Actalent serves many of the Fortune 500. We are proud to be an Engineering News-Record (ENR) Top 500 Design Firm for our engineering design services and a ClearlyRated Best of Staffing® winner for both client and talent service. The company is an equal opportunity employer and will consider all applications withoutregard to race, sex, age, color, religion, national origin, veteran status, disability,sexual orientation, gender identity, genetic information or any characteristic protectedby law. If you would like to request a reasonable accommodation, such as the modification oradjustment of the job application process or interviewing process due to a disability,please email actalentaccommodation@actalentservices.com for other accommodation options. San Francisco Fair Chance Ordinance:Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in thecity and county of San Francisco, we will consider for employment qualified applicantswith arrest and conviction records. Massachusetts Lie Detector:It is unlawful in Massachusetts to require or administer a lie detector test as acondition of employment or continued employment. An employer who violates this lawshall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI):We may use Artificial Intelligence (AI) to support parts of our hiring process,including sourcing, screening, and evaluating candidates. AI helps assess applicationsand qualifications, but final decisions are made by our hiring team. By applying, youacknowledge and agree that your application may be reviewed using AI tools.

Licensed Life Insurance Agents Only. Global Elite Empire Consultants is a third-party recruiter, not an insurance agency).

Job DescriptionCompany Description Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country’s largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Veolia has more than 10,000 employees working at more than 350 locations across North America. Job Description Position Purpose: The Senior Director of General Accounting is a key leadership role responsible for overseeing and directing the company's general accounting, regulatory accounting, and management & services (M&S) accounting functions. This role will serve as a strategic partner to senior finance leadership, ensuring the integrity of accounting records, compliance with regulatory requirements, and the continuous improvement of accounting processes. The ideal candidate brings deep technical accounting expertise in both US GAAP and IFRS, strong leadership capabilities, and a forward-thinking mindset toward digital innovation and process transformation. Primary Duties/Responsibilities: • Provide day-to-day leadership, direction, and oversight to the General Accounting, Regulatory Accounting, and M&S Accounting teams, ensuring accurate and timely execution of all accounting activities., • Monitor and review journal entries, account reconciliations, and transactional activity to ensure accuracy and compliance with GAAP, IFRS and applicable regulatory accounting standards., • Ensure timely and accurate completion of regulatory accounting entries, regulatory assets and liabilities roll-forward, and deferred cost tracking in accordance with ASC 980 and applicable regulatory requirements., • Review M&S cost allocations and inter-company billings to ensure proper recording and compliance with cost allocation methodologies., • Review and approve balance sheet account reconciliations, ensuring all reconciling items are properly documented and resolved within established timelines., • Support Rates and Regulatory Affairs (RRA) during rate case proceedings, providing financial data, testimony support, data requests and accounting analysis as required., • Oversee the preparation and submission of annual regulatory reports and support RRA for any other required regulatory filings., • Partner with FP&A, Tax and business unit leaders to provide accounting insights and historical data analysis to support budgeting and forecasting, business decision making, and process optimization., • Serve as a point of contact for external auditors during the annual audit, managing the preparation of audit schedules, responding to auditor inquiries, and ensuring timely resolution of audit findings., • Conduct periodic performance reviews for direct reports, establish individual development plans, and identify training and growth opportunities to build team capabilities., • Identify, champion, and lead process improvement initiatives across the general accounting, regulatory accounting, and M&S accounting functions to enhance efficiency, accuracy, and scalability., • Partner with Internal Control and Compliance to strengthen the internal control environment and proactively address control gaps or deficiencies.Qualifications Education/Experience/Background: • Bachelor’s degree desired in Accounting, Finance or related field., • Masters in Business Administration or CPA license is a plus., • 10-15 years of progressive accounting experience with experience managing accounting teams., • Demonstrated experience managing month-end and year-end close processes in a multi-entity environment., • Proven ability to lead, develop, and retain high-performing accounting teams., • Experience with the implementation of State Public Utility Commission Rate Orders., • Knowledge and Expertise in:, • Regulatory accounting of regulated utilities in the United States, • Generally Accepted Accounting Principles (GAAP) requirements, • IFRS accounting requirements Knowledge/Skills/Abilities: • Exceptional strategic thinking with ability to translate complex financial data into executive insights that drive enterprise decision-making and long-term value., • Deep expertise in U.S. GAAP and specialized mastery of ASC 980 - Regulated Operations, with ability to advise on emerging standards and regulatory implications., • Proven ability to influence C-suite, Board members, and diverse stakeholders on strategic financial matters., • Leader with a track record of building high-performing teams, developing future leaders, and driving organizational excellence., • Strategic change agent with proven success leading enterprise-wide finance transformations, system implementations, and organizational restructuring., • Advanced knowledge of enterprise risk management, internal controls (COSO, SOX), and governance, with the ability to design control environments that balance risk and efficiency., • Trusted business partner to senior leadership, aligning finance operations with enterprise strategy to drive competitive advantage., • Proven ability to build cross-functional relationships and influence outcomes across organizational boundaries. Additional Information Pay Range: $200000 to $225000 Per Year. Benefits: Veolia’s comprehensive benefits package includes paid time off policies, as well as health, dental, vision, life insurance, savings accounts, tuition reimbursement, paid volunteering and more. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Sick leave – 56 hours; Observed Holidays – 11 days; Vacation – Flexible Time Off Eligible for up to 20% Annual Performance Bonus. We are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

Interpret and apply the details of an insurance policy to ensure the accuracy of payments and claims declinations. Our focus on lightning-fast quotes and seamless claims servicing is powered by cutting-edge technology and an Agent and Customer-centric approach that sets us apart in the industry. Pre

Job Description Remote Insurance Agent HMG Careers | Remote - Canada and United States Your ambition doesn't need an office. Build a sales career working from home. To succeed, you'll need to be organized and disciplined. In addition to a great income, you'll be representing an established insurance brand that serves union members, veterans, and their families across Canada and the United States. You will be provided with leads, training, technology, and ongoing support. Your role is to connect with prospective clients, understand their needs, and help them select benefit programs designed to protect the people they care about. First-year earnings are estimated at $67,000 - $70,000, based on individual sales performance. What you'll do • Contact company-provided leads to schedule virtual benefit consultations., • Meet with prospective clients through Zoom., • Explain available benefit programs clearly and help clients make informed enrollment decisions., • Serve union members, veterans, working families, and members of established partner organizations., • Work with your regional manager to establish clear activity and performance goals. Why join us • 100% remote, work-from-home position, • No traditional cold calling, • Commission and bonus compensation, • Renewal commissions that can create long-term income, • Medical, dental, and prescription benefits, • Stock-option opportunities, • Comprehensive training and licensing support Who we're looking for You do not need previous insurance experience. Comprehensive training is provided. The candidates who really thrive in this role are coachable, dependable, and comfortable speaking with our clients. You may be a strong fit if you: • Communicate clearly in writing, over the phone, and through video meetings, • Enjoy helping people understand important financial and benefit decisions, • Can manage your own schedule and stay focused without constant supervision, • Have basic computer skills and are comfortable using Zoom, • Have sales, customer-service, hospitality, recruiting, or other people-facing experience Licensing and eligibility You must hold or be willing to obtain the life-insurance license required in your province or state. If you are not currently licensed, we will help you understand the licensing process and identify an appropriate solution. Applicants must be legally authorized to work in Canada or the United States. About HMG Careers HMG Careers hires insurance advisors working with agencies across Canada and the United States. Our advisors represent an established global brand and serve members of unions, veterans' organizations, and other partner groups. We believe good sales work begins with trust. That means listening carefully, explaining benefits honestly, following through, and helping clients protect the people who depend on them.

Job DescriptionCompany Description VERSANT (Nasdaq: VSNT) is an industry-changing media and entertainment business and home to trusted brands that shape culture, inform audiences, and build lasting connections. It operates across four core markets: political news and opinion, business news and personal finance, golf, and sports and genre entertainment. These markets are served through a powerful portfolio of iconic and innovative brands, including CNBC, MS NOW, USA Network, Golf Channel, Oxygen, E!, SYFY, and Versant's sports division USA Sports, along with complementary digital assets including Fandango, Rotten Tomatoes, GolfNow and GolfPass. Job Description Versant is seeking a Senior Director, Finance Transformation to lead the controllership and finance workstreams for the Company’s finance transformation agenda. Reporting to the CAO & Controller, this leader will serve as a senior business partner to Finance and Technology and will play a central role in the design, implementation, and adoption of next-generation finance processes, data, controls, and systems, including the Company’s ERP modernization program. This role will help translate business and reporting requirements into scalable, fit-to-standard solutions; establish governance and execution discipline across the finance transformation portfolio; and help ensure that the future-state operating model supports accurate financial reporting, strong internal controls, efficient close processes, and sustainable growth as a newly independent public company. The Senior Director will serve as a critical bridge between finance, technology, business units, and external partners, ensuring that finance requirements and strategic priorities are effectively translated into scalable processes, systems, data, and ways of working. The ideal candidate combines finance process and controllership expertise with deep ERP transformation experience, strong program leadership, and the ability to influence senior stakeholders and lead through change in a dynamic media environment. Key Responsibilities: Finance Transformation Strategy & Program Leadership • Lead the finance transformation roadmap and associated workstreams, aligning priorities, sequencing, operating-model decisions, and delivery plans with the Company’s strategic, financial reporting, and control objectives., • Serve as the senior finance liaison to the ERP core team, O&T, system integrator, BU finance leaders, and other transformation partners from design through deployment and stabilization., • Establish clear workstream governance, decision rights, milestones, risk and issue management, and executive-level reporting to support timely, well-controlled delivery., • Drive stakeholder alignment around core design principles, fit-to-standard decisions, and the future-state finance operating model; identify and resolve cross-functional dependencies and escalations., • Champion digital enablement, automation, AI, and continuous improvement across Finance, ensuring investments deliver measurable improvements in efficiency, controls, scalability, and business value., • Support transformation-driven savings and efficiency targets aligned to the Company’s financial commitments. Finance Process, Data & Systems Design • Translate finance, accounting, reporting, and control requirements into fit-to-standard ERP process, master data, and reporting designs across Record to Report, Procure to Pay, Order to Cash, and related finance processes., • Participate in design workshops covering business process analysis, process reengineering, chart of accounts and code block design, organizational structures, master data, and workflows., • Help identify opportunities to simplify and standardize and ensure business critical requirements are incorporated into the future state technology enabled processes with optimized organizational structures leveraging centralized onshore and offshore delivery centers., • Guide data conversion, validation, reconciliation, and readiness activities across legacy and future-state environments, ensuring completeness, accuracy, and integrity of master / transactional data, • Support integration architecture decisions between the ERP and boundary systems (e.g., billing, revenue management, etc.), ensuring requirements are met across the technology landscape., • Ensure future-state solutions accommodate Versant’s complex, multi-stream revenue models spanning advertising, subscriptions, content licensing, and ancillary revenue., • Controls, Reporting & Close Enablement, • Embed financial reporting, SOX, and internal-control requirements into process and system designs, in partnership with Corporate Controllership, Technical Accounting, Internal Audit, Risk & Compliance, and external auditors., • Ensure future-state solutions support timely, accurate, and efficient close, account reconciliations, journal entry governance, consolidation, management reporting, and external reporting processes., • Design sustainable documentation, test plans, control evidence, and operating procedures that enable audit readiness and effective ownership following implementation. Delivery, Adoption & Continuous Improvement • Act as a change agent for finance by helping teams understand the rationale for new processes and controls, adopt standard ways of working, and build long-term capability., • Define and monitor transformation KPIs, adoption measures, and business outcomes to ensure initiatives achieve intended objectives and enable sustained improvement., • Support the relationship and service integration with third-party partners, ensuring alignment between operations and the future-state operating model during and after the ERP transition., • Serve as the primary Finance counterpart to the system integrator throughout the implementation lifecycle, managing scope, deliverables, and quality expectations on behalf of finance leadership., • Partner with the Finance AI Center and enterprise AI governance to identify, prioritize, and adopt AI and agentic solutions within Finance processes, supporting the AI enablement roadmap. Qualifications Required Qualifications: • Bachelor’s degree in Accounting, Finance, Information Systems, Business, or a related field., • CPA, MBA, or comparable advanced finance, accounting, or technology credential preferred., • 12+ years of progressive experience in finance transformation, controllership, finance systems, accounting operations, or related roles, including significant leadership responsibility within a large, complex organization., • Significant experience leading enterprise ERP or finance-system transformation programs, preferably including SAP S/4HANA or another modern cloud ERP platform., • Strong understanding of end-to-end finance processes, including Record to Report, Procure to Pay, Order to Cash and master data governance., • Strong knowledge of U.S. GAAP, public-company reporting, internal controls, and SOX requirements, with the ability to translate those requirements into scalable process and system designs., • Demonstrated experience with business-process redesign, data conversion and reconciliation, testing, cutover, organizational change management, and post-go-live stabilization., • Experience working effectively with technology organizations, system integrators, and third-party implementation partners in a matrixed environment., • Experience in media, entertainment, digital, advertising, networks, streaming, technology, or another complex, high-volume industry preferred., • Proven ability to influence senior stakeholders, lead and develop teams, manage competing priorities, and drive execution in a fast-paced environment., • Deep analytical, organizational, communication, presentation, and problem-solving skills., • Experience managing BPO/managed services relationships and integrating outsourced operations into a transformed finance operating model., • Experience applying AI, automation, analytics, or emerging technologies within Finance. Leadership Competencies: The successful candidate will demonstrate: • Strategic, enterprise-minded leadership paired with strong execution discipline, • Deep understanding of finance and data processes, balanced with practical ERP and transformation delivery experience., • Ability to build alignment across finance, technology, business units, and external partners while navigating ambiguity and competing priorities., • A continuous improvement orientation with a passion for simplification, standardization, automation, and scalable operating models., • High integrity, sound judgment, and commitment to financial stewardship, strong governance, and sustainable change., • A collaborative leadership style focused on developing talent, building accountable teams, and fostering an inclusive, performance-driven culture. Why Join Versant? This is a unique opportunity to shape the finance transformation agenda of a newly independent public media company. As a senior leader within the Controllership organization, you will help define and deliver the future-state finance operating model, modernize core systems and processes, strengthen governance, and create the capabilities that support Versant’s next stage of growth. The role will be instrumental in Versant’s upcoming ERP transformation and in building a modern Finance organization designed for scalability, strong controls, operational excellence, innovation, and continued growth. Reporting directly to the Chief Accounting Officer, the Senior Director will have significant visibility across Versant and the opportunity to influence major decisions regarding the company’s future Finance processes, technology landscape, and operating model. This role is based at Versant’s CNBC headquarters in Englewood Cliffs, NJ, offering the opportunity to collaborate with executive leadership in a highly dynamic and evolving environment. The office is easily accessible from New York City, Westchester County, and throughout New Jersey, with a complimentary daily shuttle service from Manhattan. Additional Information: • Hybrid: This position has been designated as hybrid, generally contributing from the Englewood Cliffs, NJ office a minimum of three days per week., • Travel: Must be able to travel domestically for business meetings, trainings, transformation activities, and team events as needed., • This position is eligible for company sponsored benefits, including medical, dental and vision insurance, 401(k), paid leave, tuition reimbursement, and a variety of other discounts and perks., • Salary Range: $160,000-$200,000 (bonus & LTI eligible) Additional Information As part of our selection process, external candidates may be required to attend an in-person interview with a VERSANT Media employee at one of our locations prior to a hiring decision. VERSANT Media's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to candidateaccessibility@versantmedia.com. VERSANT Media is committed to fair and equitable compensation practices. We include a good faith pay range for each position to comply with applicable state and local pay transparency laws and to promote equity across our organization. Actual compensation will be based on factors such as the candidate's skills, qualifications, experience, and location and may include additional forms of compensation and benefits such as health insurance, retirement plans, paid time off, etc. VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.

AO offers the ability to work from anywhere, learn from the best in the industry, and become a top earner within the company.AO offers incentives like no other - go on incredible trips, earn prizes - all for just doing your job.AO is seeking leaders and achievers that are looking for an opportunity

Competitive Hourly Pay / Health-Dental-Vision / 401k match / PTO / Monthly internet stipend - As a Customer Service Agent, you will: Provide exceptional customer service over the phone and through electronic communication; Troubleshoot and resolve customers' insurance inquiries and concerns; Act as

Take control of your income, apply today to lock in top-tier contracts and access high-intent leads!.Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.As a Licensed Life Insurance Agent & Agency Builder, your primary role

Remote working/work at home options are available for this role.

Accounting Manager Overview The Accounting Manager will be a key member of the Controllership Group. This role offers the opportunity to gain broad exposure to the business while serving as a change agent across programming accounting processes. Reporting to the Senior Director, Programming Accounting, the Manager will work closely with the Senior Manager of Programming Accounting and finance leadership across the organization. The position will have responsibility for key controllership processes related to programming. Responsibilities Partner with operational finance and legal teams to understand contractual requirements, production activities, and monetization arrangements and determine the appropriate timing and accounting treatment for programming-related transactions. Review monthly journal entries and account reconciliations to ensure transactions, adjustments, and true-ups are accurately recorded, properly supported, and completed timely with appropriate documentation and audit trails. Ensure transactions and accounting activities comply with company policies, U.S. GAAP, and SOX requirements. Perform financial statement reviews for assigned Balance Sheet, Income Statement, and Cash Flow accounts, including analysis of fluctuations and preparation of supporting schedules for external reporting and disclosures. Maintain and evaluate the design and operating effectiveness of internal controls over financial reporting and support ongoing Sarbanes-Oxley compliance. Participate in internal and external audit activities related to TV Networks programming accounting, including providing documentation and responding to audit inquiries. Lead, mentor, and develop accounting staff by establishing objectives, assigning responsibilities, setting priorities, and monitoring performance. Collaborate with the Controllership and IT teams to identify opportunities for process improvements, automation, and enhancements to financial reporting and programming systems, including amortization systems. Qualifications Bachelor’s degree in Accounting, Finance, or a related field. CPA required. 4+ years of relevant accounting or finance experience. Strong knowledge of U.S. GAAP, financial accounting standards, and internal controls. Prior experience managing, mentoring, or developing accounting staff. Experience working with internal and external auditors. Media industry experience is a plus. The successful candidate will demonstrate strong ownership, attention to detail, organization, and the ability to deliver accurate, high-quality work within established deadlines. The ideal candidate is curious about existing processes, comfortable identifying opportunities for improvement, and proactive in developing practical solutions to business and accounting challenges. Work Environment & Benefits This is a hybrid position, requiring a minimum of three days per week in the office, subject to business needs and management direction. The position is eligible for company-sponsored benefits, including medical, dental and vision insurance, 401(k), paid leave, tuition reimbursement, and additional discounts and perks. Employees also have access to onsite amenities, including a fitness center with group classes, a gourmet cafeteria, dry-cleaning services, and complimentary shuttle transportation to and from select locations in Manhattan, Brooklyn, Hoboken, and Jersey City.

Customer Service Representative.As a Customer Service Representative with Lori Ramil - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance business.Your attention to detail, customer service skills, and desire to help p

Receptionist - State Farm Agent Team Member.Lori Ramil - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers.We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member.Our ideal candidate is h

Customer Service Representative - State Farm Agent Team Member. As a Customer Service Representative - State Farm Agent Team Member with Kyle Rourke - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. We take

Insurance Sales Representative.Location: Remote Position/Work from Home.Job Type: Full-Time/Part-Time-Flexible Hours-You Decide.Compensation: 100% Un-Capped Commission.We specialize in tailoring personalized insurance solutions that effectively protect the financial well-being of families and busine

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, and Renters Insurance. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefi

State Farm agents' employees are not employees of State Farm. Benefits: Bonus based on performance, competitive salary, dental insurance, health insurance, paid time off, signing bonus, training & development, vision insurance. State Farm agents are independent contractors who hire their own employe

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office. Responsibilities include: • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns, • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications then provide clear, personalized recommendations, • Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products, • Provide IRS support, tax notice assistance, and audit guidance to clients as needed., • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment Required qualifications: • Successful completion of the H&R Block Tax Knowledge Assessment 1, • Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns, • Experience working in a client facing, consultative, or advisory role, • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language, • Must complete continuing education and meet all other IRS and applicable state requirements, • High school diploma / GED / equivalent required Preferred qualifications: • Bachelor's degree in accounting, finance or a related field, • 5+ years of experience in tax preparation, accounting, finance, bookkeeping, • CPA or Enrolled Agent (EA), or other IRS Circular 230 credential, • Experience completing complex returns, tax planning, audit support, or tax notice resolution, • Familiarity with GoSystem or Ultratax software, • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT), • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. Pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range: $15.92 - $80.00/Hr.

The School-Based Supervising Clinician is responsible for the supervision of clinicians and interns on clinical and administrative functions and maintains a trauma-responsive, culturally congruent stance on clinical care. The School-Based Supervising Clinician conducts client screenings, evaluations, and treatment, as the primary clinician for assigned clients and is expected to meet a productivity contact commitment of 10 billable hours per week. The School-Based Supervising Clinician works collaboratively with school staff, administrators, and families to ensure coordination and the best quality care for the student population. The School-Based Supervising Clinician provides clinical coverage on a rotating basis for the on-call schedule and is supervised by the Director of School-Based Clinical Services. The supervising clinician schedule is based on 10 month DOE calendar aligned with the Hastings/White Plains/Yonkers School District. Key duties of this position include, but are not limited to, the following: • Provides high-quality oversight and approval of clinical work and monitors and evaluates performance, with a focus on fiscal sustainability for the program/Agency;, • Collaborates with onsite Principals, Teachers, PPS/school support team, and parents/caregivers to ensure quality mental health services are provided to the student population and their families;, • Provides clinical supervision and coaching weekly for clinical staff;, • Supports the implementation of clinically appropriate treatment plans and all related documentation for client records in the electronic health record in line with OMH regulations and agency policies and procedures;, • Provides psychotherapy to clients and their families using individual, group, and family interventions as well as other agency approved evidenced-based treatment modalities;, • Promotes integrated, person-centered care;, • Coordinates/facilitates educational activities for the school staff, parents, and the community;, • Supports evaluation of program services to enhance client outcomes and acts as a positive change agent to implement clinical initiatives to increase quality client care;, • Serves as on call Supervising clinician as scheduled on a rotating basis;, • Act as a resource to clinical staff by maintaining knowledge of OMH regulations and standards of care as they relate to clinical practice;, • Supports overall strategic plan of the organization;, • Ability to adhere to our organization's core values, commitments, policies and procedures;, • Licensed (LCSW, LCSW-R, Ph.D or Psy.D) with a current professional license in NYS;, • Must have at least four years of clinical experience, required; Three years of supervisory and administrative experience, preferred;, • Bilingual Spanish a huge plus;, • Relevant clinical experience with children, adolescent, adults and families;, • Knowledge of and experience with multiple modalities and evidence-based Interventions;, • Strong computer skills, with knowledge of electronic health record system;, • Excellent oral and written communication skills;, • Ability to meet session productivity standards;, • Ability to access and utilize ADP app on smartphone or other device for access to agency programs., • Personal and sick time, • Health Insurance, • Dental Insurance, • Vision Benefits, • 401(k) Employer Contributions, • Tuition Reimbursement, • Flex Spending Accounts, • Employer Paid STD, LTD and Life Insurance, • Professional Development, • Following DOE calendar for paid time off (10 Month Calendar), • Must have ability to reach, walk, sit for long periods of time, climb stairs, bend, kneel, lift up to 20lbs, and able to travel;, • Driver's license required; The employee must be able to meet these requirements with or without a reasonable accommodation. Nothing in this job description restricts Andrus' right to modify the duties/responsibilities of this job at any time, with or without advanced notice. Andrus is an equal opportunity employer.

Manny has been proudly serving New Jersey and New York for over 25 years and leads two multi-lingual offices known for their professionalism and dedication. His pride in his accomplishments as an agent is reflected in the way his team shows up each daywith energy, commitment, and a strong focus on helping customers. Team members enjoy the benefits of a 401k plan and the flexibility needed for true work-life balance. If you're looking to join an experienced agency where your contributions are valued and your growth is supported, Manny's team could be the perfect place for you. As Account Manager - State Farm Agent Team Member for Manny Coby - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. Responsibilities: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. Qualifications: • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations. Compensation: $70,000.00 - $90,000.00 per year My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Saddle Brook, NJ and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance, • Retirement planning