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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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, • 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, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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, • 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, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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, • 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, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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, • 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, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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, • 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, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • 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, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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., • 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, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment 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 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: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship 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 - Retail 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 Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, 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. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • 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 - Retail 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: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.

Job Description Junior Commercial Sales Specialist • Corporate Job Title Junior Commercial Sales Specialist • Reporting Relationship Sales Manager/Director of Sales/VP of Sales • Company Overview Camin Cargo is a leading provider of inspection, testing, and certification services in the oil and gas industry. We are committed to ensuring the highest standards of safety, quality, and compliance for our clients worldwide. We are seeking a dynamic Junior Commercial Sales Specialist to join our team. • Position Summary As a Junior Commercial Sales Specialist, you will play a key role in growing our commercial revenue and promoting the company’s services within the Inspection, Testing and Certification (TIC) industry. Your primary responsibilities will include lead generation, relationship building and contributing to continuous growth in revenue within the markets we currently operate. This position will work extensively with the Operations Teams throughout the Americas to ensure our revenue growth targets are achieved 5.0 Key Responsibilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. 1. Client Relationship Management a. Cultivate and maintain relationships with key decision-makers at current and prospective client organizations. b. Acts as a trusted advisor, understanding clients’ needs and aligning with the individual Americas Branch to ensure service delivery and customer satisfaction. 1. Collaboration and Strategy Development a. Attend client meetings, industry events, and conferences to build awareness and network within the TIC industry b. Collaborate closely with Business Development, Leadership, Marketing and Operations Teams to align business goals and strategy. 1. Key Performance Indicators (KPI) a. Meet or exceed quarterly and annual sales revenue targets b. Meet the number of customer-facing weekly targets assigned c. Attend and lead the organization of scheduled industry events 1. Reporting & Performance Tracking a. Provide business context follow up summary notes, recapping customer facing interactions. b. Utilize CRM software capabilities 6.0 Core Competencies: Learning level of sales acumen including but not limited to the ability to: • Develop and effectively deliver revenue targets, • Apply prior experience and discovery processes to determine customer needs, • Provide valuable input on proposals needed to successfully balance customer needs with our profitability requirements, • Follow up and close out service delivery feedback between operations and customers, • Develop and manage relationships with customers 7.0 Minimum Requirements • Bachelor’s degree in business, marketing or related field is preferred or equivalent experience, • Beginning level to 2+ years of sales experience, • Proven track record of success in sales generating role, with demonstrated expertise in directly contributing to revenue growth, • Exceptional interpersonal skills, with ability to establish trust and rapport with diverse stakeholders, • A proactive, goal-oriented approach with the ability to work independently and thrive in a result-driven, competitive environment, • Proficiency with CRM tools and other sales enablement technologies 8.0 Fitness for Duty – Physical Demands • Frequent travel is required to meet with clients, visit project sites, and attend industry events. Travel may account for up to 40% of the role., • Ability to visit operational and field locations, which may require physical activity such as walking, standing, or climbing in certain environments., • Ability to work in a fast-paced environment, handle multiple priorities, and meet tight deadlines., • Flexibility to work beyond standard office hours to accommodate client schedules and international time zones., • Must be able to lift and carry up to 25 pounds, as some materials may need to be moved during events or presentations.

Job Description HVAC SALE REPRESENTATIVE POSITION OVERVIEW We are currently seeking an HVAC Sales Representative. The HVAC Sales Rep is critical to the overall growth and profitability of the HVAC Service business. The candidate chosen will be responsible for initiating, establishing and building profitable service relationships between new customers and FirstCall Mechanical. JOB RESPONSIBILITIES • Follows a disciplined and professional process to identify, target and qualify prospective new customers; takes advantage of market conditions and networks effectively to uncover new leads and contacts., • Contacts prospective customers and schedules appointments, • Builds a referral network to identify new customers, • Conducts sales calls crafted to identify key sources of problems and/or dissatisfaction confronting Facility Directors in operating and maintaining heating/cooling, ventilation and control system equipment, • Develops a sense of urgency to resolve needs and positions FirstCall Mechanical as the supplier of choice, • Proposes solutions to prospective customers needs through creative and innovative application of local branch service capabilities with a focus on selling renewable maintenance agreements with an emphasis on digital service offerings, sustainability, and decarbonization, • Understands the customer's business and speaks their language, • Reviews and finalizes proposals with prospects and secures their commitment to the FirstCall Mechanical solution, • Conducts customer kick-off meetings, resolves customer issues, creates pull-through opportunities, maintains service agreements, extends service agreements and supports the collections process, • Keeps management informed of progress and account status using BuildOps tool and other means, • Develops and implements territory marketing plans consistent with the FirstCall Mechanical business strategy ACCOUNTABILITIES • Continual learning and development in the body of knowledge through FirstCall Academy, to ensure we set the bar for skill level in the industry, • Elite level of customer service, to ensure we continue to be the FirstCall our customers make for their HVAC & Refrigeration needs ORGANIZATIONAL ALIGNMENT This position reports to the local Branch Leader and has responsibility to the entire service team and all of our customers. Qualifications • 2-3 previous progressive sales roles, • Retrofit and PM sales experience, preferred, • Aptitude for technical knowledge with high level of attention to detail, • Excellent presentation skills complete with the ability to captivate in both individual and group communications., • Experience selling service and maintenance, • Exposure to sales methodologies, standards, and disciplines., • Knowledge of Building HVAC Systems BEHAVIORAL PROFILE Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks. Environmental Requirements Will be required to work in a field environment, multiple customer sites on a daily basis. Physical Demands While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is continually required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds, frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description BUILDING AUTOMATION (BMS) SALES REPRESENTATIVE POSITION OVERVIEW We are currently seeking a BMS Sales Representative. The BMS Sales Rep is critical to the overall growth and profitability of the Building Automation construction and service business. The candidate chosen will be responsible for initiating, establishing and building profitable relationships between new customers and FirstCall Mechanical. JOB RESPONSIBILITIES • Follows a disciplined and professional process to identify, target and qualify prospective new customers; takes advantage of market conditions and networks effectively to uncover new leads and contacts., • Contacts prospective customers and schedules appointments, • Builds a referral network to identify new customers, • Conducts sales calls crafted to identify key sources of problems and/or dissatisfaction confronting Facility Directors in operating and maintaining heating/cooling, ventilation and control system equipment, • Develops a sense of urgency to resolve needs and positions Automated Building Systems (ABS) as the supplier of choice, • Proposes solutions to prospective customers needs through creative and innovative application of local branch Building Controls capabilities with a focus on selling construction/plan and spec and maintenance agreements with an emphasis on digital service offerings, sustainability, and decarbonization, • Understands the customer's business and speaks their language, • Reviews and finalizes proposals with prospects and secures their commitment to the Automated Building Systems (ABS), • Conducts customer kick-off meetings, resolves customer issues, creates pull-through opportunities, maintains service agreements, extends service agreements and supports the collections process, • Keeps management informed of progress and account status using HubSpot CRM tool and other means, • Develops and implements territory marketing plans consistent with the FirstCall Mechanical business strategy ACCOUNTABILITIES • Continual learning and development in the body of knowledge through FirstCall Academy, to ensure we set the bar for skill level in the industry, • Elite level of customer service, to ensure we continue to be the FirstCall our customers make for their HVAC & Building Automation needs ORGANIZATIONAL ALIGNMENT This position reports to the local Branch Leader and has responsibility to the entire service team and all of our customers. Qualifications • 2-3 previous progressive sales roles, • Building Automation construction and PM sales experience, preferred, • Aptitude for technical knowledge with high level of attention to detail, • Excellent presentation skills complete with the ability to captivate in both individual and group communications., • Experience selling service and maintenance, • Exposure to sales methodologies, standards, and disciplines., • Knowledge of Building automation and HVAC Systems BEHAVIORAL PROFILE Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks. Environmental Requirements Will be required to work in a field environment, multiple customer sites on a daily basis. Physical Demands While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is continually required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds, frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job DescriptionJob SummaryWe are seeking an outgoing and energetic Promoter and Financial Administrator to join our team. In this role, you will promote our products and services and act as the face of our brand. Your responsibilities will include making presentations, networking with potential customers, generating excitement around our Hydraulic products and services, qualifying sales prospects, scheduling meetings,, quoting, providing general administrative support to our employees, invoicing, collection, and billing. The person should have experience with a variety of office software (email tools, spreadsheets, and QuickBooks) and help to improve company procedures and day-to-day operations. Responsibilities • Conduct presentations regarding our products and services, • Network and develop relationships with potential and existing customers, • Use word-of-mouth marketing to increase brand awareness, • Ensure that all items are invoiced and billed on time, • Account Receivable/Collection, • Answering phone, • Ordering Parts, • QuotationQualifications, • Previous experience as a Promoter or a similar position is preferred, • Strong customer service skills, • An engaging, friendly disposition, • QuickBooks: 1 year (Required), • Knowledge of hydraulic systems, • Account Receivable/Collection, • Fluent in English

Job Description Position: Sr. Consultant, Financial Planning Reports to: SVP, Sales Support Department: Sales Support Location: 475 Springfield Ave. Summit, NJ 07901 Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and customer service-focused Sr. Financial Planner to join our team. This individual will be responsible for supporting sales through data gathering, consulting on holistic financial plans encompassing multiple product lines and planning strategies, research, training in planning strategies and coordinating planning efforts across all Sales Support teams to ensure a seamless experience for the advisor. The individual seeking this role needs to have a strong customer service background to ensure the highest quality service to our internal sales leaders, advisors and clients. This role requires strong organizational skills and knowledge of life insurance, annuities and financial planning concepts, and the ability to work in a fast-paced environment. Essential Job Functions: ● Consult on financial planning cases with internal sales professionals, advisors and clients ● Provide and communicate recommendations to meet client’s financial goals and objectives Primary Responsibilities: ● Conduct planning research and communicate findings to team members, sales staff, and agents ● Collaborate with team members on providing industry, company and planning intelligence to sales teams. ● Provide superior customer service to clients, advisors, and sales professionals via phone, email, or webinars. ● Assist in training advisors on comprehensive financial planning strategies. ● Collaborate with sales teams to support financial planning marketing and case design. ● Ensure compliance with industry regulations and company policies. ● Maintain accurate records and perform follow-up reviews to resolve inquiries or issues. Qualifications: ● Bachelor’s degree in finance, business, or a related field strongly preferred ● 3-5 years of experience in life insurance, annuities, and financial planning preferred ● Knowledge of life insurance products, investments, financial planning concepts ● Strong communication and interpersonal skills for client and advisor interactions ● CFP preferred ● Life and Health Insurance License, Series 65 registered ● Proficiency in Google Suite and Salesforce ● Familiarity with compliance issues surrounding life insurance, annuity products and registered securities ● Experience using one or multiple financial planning software systems Core Competencies: ● Strong analytical and problem-solving skills ● Ability to work independently and as part of a team ● Strong sense of urgency ● Able to adjust to ever-changing environment Compensation & Benefits: Compensation (based on experience) ● Annual base salary: $90,000-110,000; exempt ● Annual performance bonus target: 10% Benefits ● Employee benefits (medical, dental, vision, life insurance, other) ● 401k with employer match ● Paid Time Off ● Paid parking Location: In office; 475 Springfield Ave, Summit, NJ 07901 \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: Specialist, Financial Planning Reports to: SVP, Sales Support Department: Sales Support Location: 475 Springfield Ave. Summit, NJ 07901 Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and customer service-focused Financial Planner to join our team. This individual will be responsible for supporting sales through data gathering, consulting on holistic financial plans encompassing multiple product lines and planning strategies, research, training in planning strategies and coordinating planning efforts across all Sales Support teams to ensure a seamless experience for the advisor. The individual seeking this role needs to have a strong customer service background to ensure the highest quality service to our internal sales leaders, advisors and clients. This role requires strong organizational skills and knowledge of life insurance, annuities and financial planning concepts, and the ability to work in a fast-paced environment. Essential Job Functions: ● Consult on financial planning cases with internal sales professionals, advisors and clients ● Provide and communicate recommendations to meet client’s financial goals and objectives Primary Responsibilities: ● Conduct planning research and communicate findings to team members, sales staff, and agents ● Collaborate with team members on providing industry, company and planning intelligence to sales teams. ● Provide superior customer service to clients, advisors, and sales professionals via phone, email, or webinars. ● Assist in training advisors on comprehensive financial planning strategies. ● Collaborate with sales teams to support financial planning marketing and case design. ● Ensure compliance with industry regulations and company policies. ● Maintain accurate records and perform follow-up reviews to resolve inquiries or issues. Qualifications: ● Bachelor’s degree in finance, business, or a related field strongly preferred ● 2-3 years of experience in life insurance, annuities, and financial planning preferred ● Knowledge of life insurance products, investments, financial planning concepts ● Strong communication and interpersonal skills for client and advisor interactions ● Life and Health Insurance License, Series 65 registered ● Experience with insurance distribution channels or wholesaling ● Familiarity with compliance issues surrounding life insurance, annuity products and registered securities ● Experience using one or multiple financial planning software systems. ● Proficiency in Google Suite and Salesforce Core Competencies: ● Strong analytical and problem-solving skills ● Ability to work independently and as part of a team ● Strong sense of urgency ● Able to adjust to ever-changing environment Compensation & Benefits: Compensation (based on experience) ● Annual base salary: $60,000-75,000; exempt ● Annual performance bonus target: 7% Benefits ● Employee benefits (medical, dental, vision, life insurance, other) ● 401k with employer match ● Paid Time Off ● Paid parking Location: In office; 475 Springfield Ave, Summit, NJ 07901 \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Position Title: Advisor Services Associate \n Reports to: Vice President \n Department: Simplicity Wealth - Advisor Services Group \n Location: Summit, NJ \n Classification: Full-time, exempt \n Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. \n \n Primary Responsibilities: \n · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. \n · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. \n · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. \n · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. \n · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. \n · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. \n \n \n Qualifications: \n · Education: Bachelor’s degree or equivalent professional experience. \n · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. \n · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). \n · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. \n · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). \n \n Core Competencies: \n · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. \n · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. \n · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. \n · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. \n \n Compensation & Benefits: Compensation will be based on experience. \n · Salary Range: $60,000 to $75,000 \n · Annual Performance Bonus Target: 10% \n · Employee benefits (medical, dental, vision, life insurance, other) \n · 401k with employer match \n · Paid Time Off \n · Paid parking \n Location: 475 Springfield Avenue Summit, NJ 07901 \n \n Company Description \n Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. \n Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. \n\n • For more information, please visit simplicitygroup.com.\n\n

Plymouth Rock Assurance is seeking an innovative, results-driven sales leader to help shape the future of our Direct Response and Brokerage Sales organization. \n \n This role leads a complex, multi-state sales operation that includes inbound and outbound sales, brokerage distribution, customer onboarding, sales operations, workforce management, training, and sales enablement. The organization supports multiple personal lines products, including Auto, Property, Umbrella, Motorcycle, and other emerging insurance solutions across Plymouth Rock's growing footprint. \n \n A key differentiator of this role is leadership of Plymouth Rock’s unique customer-first distribution model, which combines direct sales capabilities with a growing network of carrier partners to deliver the best possible solution for customers while maximizing growth opportunities. \n \n The Director of Sales will play a critical role in driving the next phase of growth for Plymouth Rock's Direct and Brokerage channels. This leader will be responsible for unlocking breakthrough performance across sales, customer experience, onboarding, retention, operational excellence, and digital engagement while helping shape the future of how customers interact with Plymouth Rock. \n \n This highly visible leadership position reports to the Vice President of Service, Underwriting & Sales and partners closely with executive leadership across Service, Product, Underwriting, Marketing, Technology, and Digital Experience. Success in this role will be measured not only by sales and growth results, but also by the ability to develop talent, strengthen leadership capability, improve customer outcomes, and position the organization for its next stage of growth. \n \n RESPONSIBILITIES \n \n Lead a High-Performing Sales Organization \n\n • Provide strategic leadership for Plymouth Rock's inbound and outbound sales operations, brokerage sales organization, onboarding functions, and sales support teams.\n, • Lead a multi-state, multi-product sales organization supporting Auto, Property, Umbrella, Motorcycle, and other personal lines products.\n, • Drive profitable growth while balancing customer experience, operational efficiency, and business performance objectives.\n, • Build a culture of accountability, innovation, collaboration, and continuous improvement.\n, • Develop high-performing leaders and strengthen organizational bench depth through coaching, talent development, and a culture of accountability, continuous learning, and growth.\n\n \n Drive Growth and Breakthrough Performance \n\n • Own key sales and operational metrics, including conversion, productivity, close rate, staffing efficiency, customer satisfaction, retention impact, and acquisition economics.\n, • Identify and execute transformational opportunities that improve sales effectiveness, customer experience, operational efficiency, and overall business performance.\n, • Challenge the status quo and drive breakthrough improvements in conversion, productivity, customer satisfaction, employee engagement, and growth.\n, • Lead forecasting, budgeting, workforce planning, and expense management for the sales organization.\n, • Partner closely with Marketing to align lead generation, campaign strategy, staffing, and conversion objectives.\n\n \n Drive Customer Experience & Digital Transformation \n\n • Lead initiatives focused on customer experience, onboarding optimization, retention, and customer lifetime value.\n, • Continuously evaluate the customer journey to identify friction points, operational inefficiencies, and opportunities to improve customer outcomes.\n, • Partner closely with Technology, Digital Experience, Product, and Operational teams to prioritize and implement enhancements to systems, processes, workflows, and customer-facing capabilities.\n, • Champion a seamless omnichannel experience that combines digital self-service with consultative human interaction.\n, • Leverage data, analytics, customer feedback, and emerging technologies to improve customer engagement, conversion, onboarding, and retention outcomes.\n, • Identify opportunities to responsibly leverage AI and automation to improve customer experience, empower employees, increase operational efficiency, and drive business results.\n, • Drive innovation in sales technology, CRM capabilities, telematics adoption, reporting, and digital engagement to support long-term growth objectives.\n\n \n Partner Across the Enterprise \n\n • Work closely with leaders across Service, Product, Underwriting, Marketing, Technology, and Digital Experience to improve the end-to-end customer experience.\n, • Partner with Product and Underwriting teams to align sales strategies with profitability goals, appetite management, and product innovation.\n, • Support enterprise initiatives focused on customer experience, retention, digital transformation, and long-term growth.\n, • Serve as a key stakeholder in initiatives that enhance customer outcomes, improve operational effectiveness, and strengthen Plymouth Rock's competitive position.\n\n \n Build a Culture of Continuous Improvement \n\n • Establish quality assurance standards, coaching frameworks, and performance management processes.\n, • Leverage analytics and operational insights to identify customer friction points, operational inefficiencies, and growth opportunities.\n, • Foster a culture of learning, innovation, accountability, and operational excellence.\n, • Ensure compliance with all applicable insurance regulations and company policies.\n\n \n QUALIFICATIONS \n\n • 5+ years of leadership experience within a personal lines insurance contact center, direct-to-consumer insurance operation, brokerage distribution organization, or related insurance environment.\n, • Demonstrated success leading large teams and delivering measurable improvements in growth, customer experience, operational performance, employee engagement, and business results.\n, • Experience overseeing customer-facing functions such as sales, service, retention, onboarding, customer experience, operations, or distribution.\n, • Proven ability to lead complex, multi-functional organizations and drive performance across multiple products, channels, and states.\n, • Experience leading organizational transformation, operational improvement, customer experience initiatives, or growth strategies.\n, • Strong understanding of personal lines insurance distribution, contact center operations, customer acquisition, retention, and insurance economics.\n, • Experience working with CRM platforms, workforce management tools, operational reporting, and performance analytics.\n\n \n Leadership Competencies \n\n • Proven ability to build, coach, and develop high-performing teams and future leaders.\n, • Demonstrated ability to develop talent, build leadership capability, and strengthen organizational effectiveness.\n, • Strong executive presence with the ability to influence and collaborate across all levels of the organization.\n, • Strategic thinker with the ability to translate vision into execution and deliver results through others.\n, • Strong business acumen with the ability to balance customer, employee, operational, and financial outcomes.\n, • Exceptional communication, collaboration, and relationship-building skills.\n\n \n Education & Licensing \n\n • Bachelor's degree required.\n, • Active Property & Casualty License preferred.\n, • Candidates who do not currently hold a Property & Casualty License must successfully obtain and maintain licensure within 90 days of hire as a condition of employment.\n\n \n SALARY RANGE \n The pay range for this position is $164,500 to $218,500 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. \n \n PERKS & BENEFITS \n\n • 4 weeks accrued paid time off, 8 paid national holidays per year, and 2 floating holidays\n, • Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision)\n, • Annual 401(k) Employer Contribution\n, • Free onsite gym and health center at our Woodbridge Location\n, • Resources to promote Professional Development (LinkedIn Learning and licensure assistance)\n, • Robust health and wellness program and fitness reimbursements\n, • Various Paid Family leave options including Paid Parental Leave\n, • Tuition Reimbursement\n\n \n ABOUT THE COMPANY \n The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”. \n \n #LI-DNI

Job DescriptionBenefits: • Health insurance, • Paid time off, • 401(k), • Dental insurance, • Flexible schedule About Ellie Ellie Mental Health is outpatient therapy done differently. No cookie-cutter care, no stuffy waiting rooms, and a team that actually goes to therapy too. Our three New Jersey clinics (Cranford, Wall Township, and New Providence) serve kids, teens, adults, couples, and families, in person and online, and we're in-network with most major insurance. We believe caring for your mental health is a strength, and we want every town we're in to know it. About the role We're looking for someone who loves being out in the community and is good at turning a handshake into a real relationship. You'll be the face of Ellie to the people who refer clients to us: pediatricians, primary care practices, psychiatrists, schools, municipal alliances, coalitions, and local organizations. Your job is to make Ellie the trusted therapy resource in each of our towns, one conversation at a time. This is a value-first role. We lead with what we can offer a community (clinician-led workshops, event staffing, an expert voice for local press), not with a pitch. What you'll do • Build and maintain relationships with referral partners across Union and Monmouth counties: medical practices, psychiatrists and prescribers, schools, and community organizations, • Represent Ellie at community events, health fairs, coalition meetings, and municipal alliance meetings, • Plan and coordinate clinician-led workshops, presentations, and awareness-month activities (Suicide Prevention Awareness Month, World Mental Health Day, Mental Health Awareness Month), • Keep a clean outreach pipeline: track contacts, touchpoints, and referral activity, and report on what's working, • Work with the clinic director and our marketing efforts so outreach, ads, and website messaging tell one consistent story, • Coordinate local press and publicity opportunities, • Keep partners up to date on our availability, services, and insurance so referring to us stays easy What we're looking for • 2+ years in community outreach, business development, provider relations, or a similar relationship-driven role (healthcare or behavioral health a plus), • Comfortable walking into a room of strangers and leaving with three new contacts, • Organized and self-directed; you can run your own calendar and pipeline without hand-holding, • Clear, warm communicator in person, on the phone, and in writing, • Genuine interest in mental health and reducing the stigma around getting help, • Reliable transportation and a valid driver's license; this role involves regular travel between Cranford, Wall Township, New Providence, and surrounding towns, • Bachelor's degree in marketing, communications, public health, social work, or a related field preferred, but relevant experience counts Why Ellie • Full-time, $25 to $30 per hour based on experience, • Benefits package for full-time team members, • A culture that runs on creativity, authenticity, humor, compassion, acceptance, and determination, • Real impact: every partner you bring on is another door for someone in our community to get help Ellie Mental Health is an equal opportunity employer. Come as you are. Flexible work from home options available.

Job DescriptionJob Summary: This position provides support to the Family Assistance Center (FAC) at the Jewish Renaissance Foundation (JRF) by coordinating the My Choice Store operations, food distribution activities, data tracking, scheduling, and community outreach. This role helps to ensure efficient and equitable access to nutritious food for families and individuals experiencing food insecurity. The Wellness Program Coordinator is primarily responsible for the following core functions and performs other tasks as needed: • Planning and Coordination of Wellness Programming and Services, • Coordinate the operation of My Choice Store, • Creating and maintaining Community Partnerships Focused on wellness, • Record Keeping, Data Entry and Reporting using EmpowOR, • Maintain Sufficient Food Stock for Distribution to FamiliesResponsibilities:, • Responsible for the successful collaboration with partners to ensure execution of programming and case management targeted at increasing food security and wellness., • Assists with the planning and coordination of strategies to involve and engage FAC participants in prioritizing healthy living., • Serve as liaison for external organizations that provide educational wellness programming for FAC and My Choice Store participants., • Coordinate, implement, and help track program activities and their impact on participants in align with program objectives. This includes tracking food received, weighing food and number of bags distributed., • Create marketing materials for events and programs advertised to the public., • Prepare and execute health and wellness workshops and classes., • Coordinate with other disciplines (nursing, medical providers, specialists, social work, etc.) to provide a continuum of wellness programming., • Register participants and record, collect, and store all pertinent documents and information, the general release of information forms, service provision, case notes, etc. Enter all required data in to EmpowOR., • Coordinate nutrition related activities including cooking demonstrations, proper food preparation and storage., • Coordinate the operation of My Choice Store – “Healthy Eating, Healthy Living, By Choice”. This includes creating a monthly calendar with shopping days, hours, and accommodations for emergency distribution through Plentiful., • Responsible for picking up food through Replenish and the Community Food Bank of NJ (CFBNJ) with assistance. Place CFBNJ orders and prepare Sam’s Club orders to maintain items for distribution., • Conveys JRF’s core values and case management principles; establishes boundaries and expectations related to service standards, participation levels and guidelines for the participant/family., • Has ability to utilize, handle, maintain and dispose of all communications, documentation, and information, whether written, verbal, or electronic, to ensure highest standards of confidentiality are maintained. Abide by generally accepted case management principles and HIPAA regulations regarding confidentiality and release of information., • Attends all team, staff and committee meetings, trainings, and other mandated agency-wide meetings., • Performs other work-related duties and special projects as needed or assigned. Qualifications: • Associate’s degree in social work, public health, nutrition, community development and/or a similar field at least three (2) years’ experience in social service, preferably in work related with the delivery of family assistance, case management and/or customer service with specific focus or passion on wellness and healthy living. If the candidate does not possess an associate’s degree, they must have 4 years’ experience., • Have knowledge of or experience with healthy eating, cooking nutritious meals and incorporating movement in daily living., • Must be able to lift, move, and carry boxes or bags of food that can weight up to 25 lbs., • Proficient knowledge of Microsoft Office products, specifically Word, Excel, Outlook, and PowerPoint., • Experience in assessing and documenting needs for participants experiencing emergencies., • Must be compassionate, well-organized, and have good facilitation and communication skills., • Ability to acclimate easily to policy changes and responsibilities., • Take initiative and be able to work in a team setting and independently., • Must be culturally sensitive considering our responsibility as a Community Action Agency to commit ourselves to the health and well-being of all, and to address systems and structures to dismantle disparities and inequities., • Preference to candidates fully fluent in Spanish and/or Asian-Indian languages; and/or strong knowledge of the cultural dynamics of Middlesex County’s diverse population., • Preference for candidates with solid familiarity of the social service network in Middlesex County.Benefits:, • 35 hours work week, • Company paid employee medical coverage (Eligible after 90 days of continuous employment), • Access to Dental, Vision, and supplemental benefits through Aflac;, • Access to 403B Retirement Plan., • Up to 10 days of vacation and 10 days of choice, • All company-paid federal holidays, eligible upon hire., • Professional Development opportunities Salary: $34,000-$36,000K (equivalent to $18.68-19.75/hr.) 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Job Description About Rewards Network For 40 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs. Our Culture At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential. Job Overview As an outside Account Executive, you will drive the company's growth while building your career and earning lasting rewards. We need your sales expertise and drive to help us grow local restaurants in your territory. Join our Team. This is a field sales opportunity within the Central New Jersey territory. Candidates MUST live locally to this area. Responsibilities • Prospect and acquire new customers through cold calling, door-to-door sales (25+ daily), and additional outreach to meet and exceed sales quotas., • Develop and grow a robust pipeline, scheduling in-person meetings with decision-makers and advancing sales through the process., • Build lasting relationships with new leads and existing customers, ensuring high engagement and awareness of new product offerings., • Meet and exceed weekly and monthly sales goals, including cold calls, in-person meetings, presentations, and closing deals., • Collaborate with internal teams, such as account managers and revenue operations, to ensure both individual and company-wide goals are met., • Maintain comprehensive sales records and follow-up activity in our CRM system (Salesforce). Qualifications • 4+ years of proven success in outside sales, preferably with experience with high volume sales in financial services, marketing, restaurant or related industry., • Prospector mentality with a persistent, self-motivated approach to new business development in a field sales environment., • Strong financial acumen, with the aptitude to confidently discuss fees, acceptance, and financials with customers., • Excellent communication, both verbal and written, with the aptitude to present to prospective customers and influence meetings., • Experience using CRM systems, ideally Salesforce, and familiarity with MS Office/Outlook., • High school diploma or equivalent. What you'll love about us • Competitive base salary and uncapped monthly commissions, • Accelerated earnings for the first 12 months., • Auto allowance and eligibility for additional prizes, including our annual President's Club trip., • Sales Academy: In-depth training to help you build confidence and a thorough understanding of our products. Comprehensive benefits including: • Generous dining reimbursement when you dine with our restaurant customers., • Promotion opportunities based on defined metrics and career path to Management., • Competitive Time Off Benefits: including flexible PTO, 11 company holidays, and parental leave., • 401(k) plan with a company match, • Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants), • Partnership with Rx n Go, offering certain prescriptions for free., • Two dental plan options and a vision plan, • Flexible Spending Accounts and a pre-tax commuter benefit program, • Accident, Critical Illness, and Hospital Indemnity Insurance Plans, • Short Term and Long-Term disability, • Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance, • Employee Life Assistance Program Rewards Network is an Equal Opportunity Employer (EOE). We encourage and strongly support workplace diversity.

Job Description Position Title: Sr. Wealth Portfolio Planner Reports to: SVP, Simplicity Securities Department: Simplicity Securities / Planning Location: 475 Springfield Avenue, Summit, NJ (in-office) Classification: Full-time/Exempt Summary / Job Objective: This is a full-time, on-site role based in Summit, NJ, for a Wealth Portfolio Planner. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to many areas of financial services with a primary focus on creating Investment Proposal Recommendations and conducting Client Portfolio reviews for affiliated RIA and IAR Wealth Advisors using our proprietary platform. This is not an “Analyst” position. This is focused on helping Independent Wealth Advisors create winning Portfolio’s for their clients based on the objectives, needs and goals of those clients. Essential Job Functions: Inbound and outbound Advisor Service, Investment Holdings Review, Investment Proposal Generation & Portfolio Planning, Quality Assurance, Internal Projects and Wealth Advisor Coaching & Training. Primary Responsibilities: · Meets with Wealth Advisors to collect client information and build strong relationships (Phone/Video). · Works with Wealth Advisors in ensuring the proper forms are collected pre/post client meeting. · Acts as the primary interface between Wealth Advisors responsible for reviewing sensitive client information and inputting it into the Simplicity Wealth Tech System. · Services portfolio planning-related requests with a focus on providing high quality & responsive experience. · Extensive communication with internal and external clients using email and phone. · Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone. · Conducts educational Webinars to continue to educate and teach Advisors best practices. · Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs. · Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated. Qualifications: · Bachelor’s degree, strongly preferred · 3+ years of applicable work experience (non-intern) · Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) · Must be Tech Savvy: Strong Proficiency in Google Office Suite · Must hold at least one of the following: Series 65 or Series 66, Series 7, CFP or CHFC Core Competencies: · Strong organizational, prioritization, interpersonal & time management skills. · Strong mathematical and analytical skills. · Excellent communications skills; both verbal and written. · Collaborative and able to work effectively with others. · Flexible team player who is highly adaptable to change and open to new ideas. · Self-starter with ability to work independently and to learn a wide array of subject matter. · Problem-solving/troubleshooting ability. · Ability to prioritize and/ or seek assistance in determining task priority. Compensation (based on experience) • Base salary: $65,000 -$80,000 / exempt, • Annual performance bonus target: 10% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave, Summit, NJ 07901 / This role is an in-office position \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description The Business Development Representative, will play a key role in expanding the agent network throughout the Midwest region, with a focus on targeting small to medium-sized businesses (SMBs). This role is centered around identifying, developing, and nurturing strategic partnerships to grow the company’s presence and drive overall sales performance. In addition to business development, the BDR will be responsible for building strong relationships within the community by actively engaging in local events, sponsorships, and other community based opportunities. These efforts will help increase brand awareness and establish meaningful connections within the target market. Key Responsibilities: • Conduct market analysis to identify areas with high demand and limited retail representation, • Develop and execute a territory of growth strategy in line with business objectives, • Generate new business through cold calling, networking, and direct sales presentation to retail partners, • Build and maintain strong relationships with existing partners, ensuring long-term engagement, • Identify and reactivate inactive accts by assessing challenges and providing solutions, • Ensure brand representation including corporate identity elements and presence in partner locations, • Oversee agent agreements, ensuring compliance with legal documentation requirements, • Support Partners with basic troubleshooting of provided equipment and facilitate training on Meest-America services, • Collaborate with operations, marketing, and IT teams to enhance partner satisfaction, • Represent the company at community events, business meetings, and industry conferences, • Monitor operational processes and ensure compliance with safety protocols Skills • Proven experience in business development, sales, or related fields, • Must be Bilingual- Polish and English, mandatory, • Strong negotiation skills with the ability to close deals effectively, • Excellent strategic planning capabilities to identify growth opportunities, • Solid project management skills with the ability to manage multiple initiatives simultaneously, • Strong analytical skills to assess market conditions and make informed decisions, • Exceptional communication and interpersonal skills to build rapport with clients and team members. Why You'll Love Working with Us: At Meest-America, we recognize and reward talent. Joining us means becoming part of a global team that values innovation, teamwork, and individual growth. We offer a dynamic work environment, and opportunities for professional development within the thriving global logistics industry. If you are ready to embark on a fulfilling career journey with a forward-thinking Global Logistics Provider, and have what it takes to make a significant impact, we encourage you to apply. Your unique skills and perspectives will be instrumental in shaping the future of logistics at Meest-America. If you are passionate about driving business success through strategic initiatives and relationship building, we encourage you to apply for this exciting opportunity as a Business Development Representative. Job Type: Full-time Pay: $80,000.00 - $85,000.00 per year Benefits: • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Shift: • Morning shift Supplemental Pay: • Bonus opportunities Language: • Polish and English (Required) Willingness to travel: • 50% (Required) Work Location: 15 E Palatine Rd, Prospect Heights, IL 60070, United States

Job DescriptionLocation: United States (preferred East Coast) Industry: Life Sciences / Biotech / Pharma Reports to: Chief Commercial Officer (CCO) Type: Full-time | Executive Leadership About Us: Partex.AI is a pioneer at the intersection of Artificial Intelligence and Healthcare, driven by a bold vision to revolutionize medical research, diagnostics, and therapeutic development through data-driven intelligence. By leveraging cutting-edge AI technologies, connected platforms, and intelligent analytics, Partex.AI empowers leading healthcare organizations to make smarter decisions, accelerate innovation, and ultimately improve patient outcomes worldwide. As a fast-growing company with a global mindset and a strong focus on real-world impact, Partex.AI stands at an exciting inflection point in its evolution. Now is the moment to ignite the next stage of growth. Job Description: We are looking for a VP/Senior Director of Business Development that brings the skills of a real drug hunter. He/she needs to fully understand, what people want to see when they in-license Oncology and immunology assets. The role will be reporting to our Group Chief Commercial Officer, and will mainly focus on out-licensing our products in the Oncology and Immunology fields. The key activities include the preparation of meaningful slides with our Delivery team, the out-reach through conferences, personal contacts and also cold calls, the deal valuation and expectation management for the negotiation. Depending on the skills of the candidate he or she might also lead the negotiations and might also support other disease areas. In Asset Exchange for Out-licensing, we do a dossier enrichment to increase the attractiveness of the asset. Mostly this means identifying new indications, but other value such as the identification of synergistic combination products is also possible. We can also validate our hypothesis in the wet lab and we can go up to term sheet negotiations. Most of our Asset Exchange deals are built in a risk-sharing manner. This means that besides some small delivery related early fees, the revenues are dependent on the success of the licensing deal. Partex also has a major Asset Service business line, which is about AI solutions for R&D, patient data and validation services. While this won’t be the focus of the role, we always appreciate cross selling of this business line. This position will require you to travel for business and to regularly attend virtual meetings with your colleagues in Europe and India. Our company and its subsidiaries operate from different sites worldwide, including Germany, Switzerland, India, and the USA. This means you'll be able to directly contribute to high-leverage activities and interact with people from different backgrounds and regions. We are truly a diverse and global workforce. This role has a high degree of built-in decision-making and accountability. You’ll get a chance to shape the company’s direction, paving the way for the first fully-fledged digital pharmaceutical company. We are looking for team players! Key Responsibilities: ● Identify key stakeholders in Pharma, Biotech, Governments and other customers and build relationships ● Work together with the Delivery team to identify key messages for potential licensees and help to prepare slides (partly AI driven) ● Identify key stakeholders in Pharma and Biotech and build relationships ● Sell the Partex group products with a particular focus on the Asset Exchange business. ● Potentially negotiate Asset Exchange contracts ● Collaborate with the members of the worldwide Commercial team including Marketing and the Product Development team Key Qualifications: ● Master's/PhD Degree preferably in a Scientific or Medical field ideally combined with either a Business, Marketing or the corresponding experience in the field ● Experience in Pharmaceutical in- and/or out-licensing proven by your deal sheet (at least 5 years) ● A good network in the Pharma/Biotech field ● Resilience ● Excellent presentation and listening skills ● Good English language skills are a must-have ● Experience in Tech / Software Engineering / AI is a plus Why Us: ● A challenging environment where you’ll get to work on many different projects at the same time, across industries and geographies ● A high degree of personal responsibility and accountability ● Performance-oriented remuneration and excellent career opportunities in a dynamically growing company ● An international environment where everyone adds value to the company culture ● Being at the forefront of Business Development: Data and processes are optimized by AI and thus generating additional value and increasing speed to delivery

Job Description Objectives / Scope To define, implement and maintain a business development strategy for the group. • Identify and deliver a sales pipeline to meet the business growth targets within defence, renewable and oil & gas markets, • Maintain and grow existing client relationships, • Expand the client portfolio into new markets and regions Main Responsibilities Interface and manage the sales pipeline from enquiry through to purchase order placement. • Monitor and progress enquiry/sales order activities to collate data, • Provide marketing support and assist with business forecasting, • Business reporting on sales enquiries, market performance and opportunities, potential leads, success factor for obtaining new business and monthly KPIs to Head of Sales Identification of immediate, medium and long term opportunities both within existing accounts and new business • Proactively network both on and offline to generate new business, • Attend, manage and lead trade shows, • Develop and maintain strong client relationships, • Generate new clients and leads, • Interface with sales team and international business partners, and follow up on any potential leads, • Presentation and demonstration of the company's products and services including technical and support services to potential clients, • Understand the market and any gaps between our client's needs and our competitors' products Win and close sales opportunities • Liaise with the Internal Sales team and effectively hand over any orders. Ensure that all requirements are accurately recorded and acknowledged, • Achieve maximum conversion rates from quotations to orders, with adherence to the quotation follow up process, • Liaise with the wider business to provide customers with accurate information and quotations appropriate to their applications, • Input customer information from calls, visits, mails-shots etc, onto company databases immediately it becomes available, • Generate timely feedback on quotations with regular customer visits, • Qualify the technical and environmental requirements for the customer application Sales performance reporting to the group • Assist with training and job or product awareness for other staff within the company, • Maintain Group management behaviors practices and equal opportunity policy, • Comply with any environmental responsibilities as identified by the Group and communicated by your line manager that are relevant within your department, • Any other appropriate tasks that may be required to support the wider business Skills base and experience • Excellent interpersonal communication and telephone manner, • Strong attention to detail and accuracy, • Ability to quickly develop an understanding of the group products and capabilities, • Target driven and results focussed, • Relevant business development experience, and a strong background within the industry, • Degree educated preferable but relevant experience will be considered as a suitable equivalent, • Connector/cables sales is highly desirable

Job DescriptionLocation: United States Industry: Life Sciences / Biotech / Pharma Reports to: Chief Executive Officer (CEO) Type: Full-time | Executive Leadership About Us: Partex.AI is a pioneer at the intersection of Artificial Intelligence and Healthcare, driven by a bold vision to revolutionize medical research, diagnostics, and therapeutic development through data-driven intelligence. By leveraging cutting-edge AI technologies, connected platforms, and intelligent analytics, Partex.AI empowers leading healthcare organizations to make smarter decisions, accelerate innovation, and ultimately improve patient outcomes worldwide.As a fast-growing company with a global mindset and a strong focus on real-world impact, Partex.AI stands at an exciting inflection point in its evolution. Now is the moment to ignite the next stage of growth. To lead this journey, Partex.AI is seeking a Chief Revenue Officer (CRO) - a visionary and results-oriented leader who will drive dynamic growth, unlock new market opportunities, and strategically shape the company’s global revenue engine. Key Responsibilities: Revenue Strategy & Leadership • Define and execute comprehensive go-to-market and revenue strategies aligned with company objectives, supporting global growth with a strong focus on the US market., • Develop and implement a clear, actionable revenue strategy that aligns with the company's ambitious growth goals globally and in the US., • Leverage and expand a global professional network across the pharmaceutical, biotech, and life sciences industries, with a strong focus on the US market, to identify and close revenue opportunities while maintaining strategic oversight in other key international regions, • Serve as the company’s primary representative in all high-stakes commercial fee-for-service discussions, communicating Partex.AI’s value proposition to C-suite and senior executives worldwide., • Works closely with the Chief Business Officer on the overall commercial success of the company. While the focus of the Chief Revenue Officer is the fee-for-service business, the Chief Business Officer focuses on Strategic collaborations and all Asset Exchange deals, i.e. the business that includes down-stream licensing terms, • Lead, mentor, and scale the global fee-for-service sales, marketing, and customer success teams to ensure alignment with revenue targets and strategic priorities, with special emphasis on the US business. Business Development & Partnerships: • Leverage strong US business relationships to identify, develop, and close high-impact partnerships., • Utilize and expand a global network across the pharmaceutical and biotech industries, with a strong focus on the US market, to generate immediate pipeline and revenue opportunities., • Collaborate with global teams to ensure partnerships align with overall business strategy and revenue goals., • Identify emerging market trends and innovative collaboration opportunities to maintain a competitive edge in the US and globally. Ensure Delivery: • Collaborate closely with product, technology, and project delivery teams to ensure smooth handover from closed deals to successful project execution, aligning solutions with market needs., • Maintain strong engagement with key clients post-sale to secure satisfaction, drive retention, and create opportunities for future growth., • Apply a data-driven approach with a relentless focus on performance metrics, quotas, and targets to consistently achieve and exceed business objectives., • Continuously gather client feedback and market insights to refine offerings and inform strategic improvements in both products and service delivery. Team Management: • Lead and manage an international and globally distributed sales teams based out of USA, EU and India, • Further develop structures and processes, • Implement Controlling structures and KPI’s, • Develop standard sales processes and uniform market approach, • Quickly ramp up revenues in the Modules and Data Business Key Qualifications: • 15+ years in revenue leadership roles, ideally in life sciences, biotech, or healthcare., • Strong network and business relationships in the US market., • Proven track record of scaling revenue and closing large, complex deals., • Experience leading sales, marketing teams., • Strategic thinker with strong execution, negotiation, and communication skills., • Familiar with CRM systems, revenue forecasting, and analytics., • Bachelor’s degree required; MBA or advanced degree preferred.Ideal Candidate: Candidates with a proven track record in driving revenue and strategic partnerships, ideally with experience in applying artificial intelligence in healthcare or related life sciences fields, and who thrive in a dynamic, technology-driven environment, will find this role an ideal fit. The position offers the opportunity to shape global growth, drive innovative business models, and actively contribute to the future of healthcare.

Job DescriptionPrincipal Scientist, NA Skin Health & Consumer Science Kelly Science and Clinical has an opening for a Principal Scientist for an engagement at one of our Global consumer product & pharmaceutical clients in Summit, NJ. The role is eligible for medical benefits, paid time off including vacation (PTO), and holidays, and 401K. If you’re passionate about bringing the latest scientific discoveries to life and are ready to take the next step in your career, trust The Experts at Hiring Experts. Schedule: Mon-Fri, 8AM-5PM Location: Hybrid, 2-3days/wk onsite in Summit NJ Duration: 9mo, can extend Compensation: $55-$68/hr Summary The Principal Scientist will be a key member of the Skin Health Consumer Science team within the North America R&D organization, supporting the development of innovative products across the Skin Health portfolio. This role is responsible for leading and executing consumer research to support multiple iconic brands. You will play a critical role in fostering a strong consumer-centric culture within R&D by building deep consumer understanding and translating insights into actionable guidance through effective communication and close collaboration with cross-functional partners, including Marketing, Product Development, Design, Data Science, and Insights. In addition to applying best-in-class traditional consumer research methodologies, you will be expected to advance and innovate research capabilities through the use of agile digital research tools, data science and advanced analytics, and modeling techniques. These capabilities will be leveraged to inform key project and program objectives, accelerate decision-making, and strengthen the link between consumer needs and product solutions. Responsibilities • Lead the strategy, design, and execution of exploratory qualitative and quantitative research, including product design and optimization studies, benchmarking, and consumer-perceived claims validation, in alignment with project team objectives and industry-standard consumer science methodologies., • Serve as the Consumer Science representative on multiple cross-disciplinary project teams, partnering closely with Consumer Business Intelligence (CBI) to co-develop comprehensive consumer learning plans that address business and technical decision needs., • Translate and communicate the voice of the consumer into clear, compelling insights to inform project direction, enable effective decision-making, and drive consumer-centric innovation., • Drive strong collaboration and seamless communication with internal and external partners, ensuring high-quality and timely execution of Consumer Science research activities., • Coordinate and/or oversee the execution of Consumer Science studies, acting as the primary liaison with external research vendors to ensure methodological rigor, timelines, and deliverable quality., • Lead data analysis, synthesis, and interpretation of research findings, delivering actionable insights to project teams; collaborate with Data Science partners to enhance study value through advanced analytics and modeling, where appropriate., • Monitor and manage Consumer Science activities across multiple projects, timelines, and consumer need states to ensure alignment with priorities and resource efficiency., • Actively participate in the Consumer Science community of practice, contributing to capability building, knowledge sharing, and the advancement of a strong consumer-centric culture within the R&D organization., • Identify, pilot, and implement new methodologies, advanced techniques, and innovative approaches, or enhance existing qualitative and quantitative methods to improve effectiveness, efficiency, and impact of Consumer Science research., • Ensure all Consumer Science activities are conducted in accordance with high ethical and quality standards, as well as all applicable company procedures and regulatory requirements. Qualifications • Education and Experience, • Bachelor's degree with at least 6+ years or Master’s degree with 4-6 years or PhD degree with 2+ years of industry and/or relevant work experience in qualitative and quantitative research in Consumer Science, Sensory Science or Market Research is required., • Technical Expertise, • Strong knowledge of qualitative, quantitative, and/or sensory consumer science methodologies, with a solid understanding of research approaches relevant to Consumer Science and product development., • Research & Analytical Skills, • Proven experience in designing, executing, documenting, and interpreting consumer research studies, with strong analytical thinking and the ability to synthesize data into actionable insights., • Communication & Independence, • Excellent written and verbal communication skills, with the ability to work independently, clearly articulate insights, and influence cross-functional stakeholders. Experience in navigating complex organizational structure and decision making process is a plus., • Industry Experience (Preferred), • Experience leading consumer and claims substantiation research within the cosmetic, skincare, personal care, and/or OTC consumer products categories is preferred., • Data & Advanced Analytics (Preferred), • Experience collaborating with or leveraging data science, advanced analytics, or modeling techniques to enhance consumer research outcomes is preferred., • Leadership & Collaboration, • Demonstrated ability to operate independently while building and managing strong internal and external partnerships to drive research execution and project success., • Decision-Making & Agility, • Ability to take measured risks, exercise sound judgment, and make well-informed decisions to advance projects in a fast-paced, innovation-driven environment. What happens next Once you apply, you’ll proceed to the next steps if your skills and experience look like a good fit. But don’t worry—even if this position doesn’t work out, you’re still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more. Email resumes to Jacqueline.Sayoc@KellyScientific.com #P1 As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Please note: The following benefits reflect Kelly's general offerings. Eligibility may vary by assignment, location, and job type. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community. Why Kelly® Science & Clinical? Kelly Science & Clinical is your connection to premier scientific and clinical companies looking to hire industry experts just like you. Our team creates expert talent solutions to solve the world’s most critical challenges. Every day, we match science professionals with dream jobs that fit their skills, interests, and career goals-it’s the way we think job searching should be. Nearly 100 percent of our science recruiters have a professional background and education in science, so we know a thing or two about the science market and how to get your expertise noticed. About Kelly Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year. Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Kelly may use AI-powered tools during the recruitment and hiring process. For full details, including how Kelly uses AI, your rights, and how to request a reasonable accommodation, visit the Recruitment Artificial Intelligence Notice.

Job DescriptionBenefits: • Competitive salary, • Flexible schedule, • Paid time off, • Profit sharing, • Training & development Location: Europe Industry: Life Sciences / Biotech / Pharma Reports to: Chief Commercial Officer (CCO) Type: Full-time | Executive Leadership About Us: Partex.AI is a pioneer at the intersection of Artificial Intelligence and Healthcare, driven by a bold vision to revolutionize medical research, diagnostics, and therapeutic development through data-driven intelligence. By leveraging cutting-edge AI technologies, connected platforms, and intelligent analytics, Partex.AI empowers leading healthcare organizations to make smarter decisions, accelerate innovation, and ultimately improve patient outcomes worldwide. As a fast-growing company with a global mindset and a strong focus on real-world impact, Partex.AI stands at an exciting inflection point in its evolution. Now is the moment to ignite the next stage of growth. Job Description: We are looking for a VP/Senior Director of Business Development for the European region who will be reporting to our Group Chief Commercial Officer, and who will be primary in charge of the following areas: ● Our Asset Exchange business: Selling AI supported solutions to accelerate In- and Out-licensing. ● Out-license the products of our clients (reach out and term sheet negotiation) ● Support of our Asset Management team with In-licensing products typically around IND stage and later the out-licensing of such asset’s ones POC in human has been obtained The initial focus of the role will be acquiring assets for IN-Out-Licensing and commercialise them. In addition, the candidate will at least initially support our Asset Service business. This essentially means selling AI and data solutions for R&D on a fee for service basis. In Asset Exchange for Out-licensing, we do a dossier enrichment to increase the attractiveness of the asset. Mostly this means identifying new indications, but other values such as the identification of synergistic combination products is also possible. We can also validate our hypothesis in the wet lab and we can go up to term sheet negotiations. For in-licensing we identify interesting assets using a holistic AI driven approach analyzing science, IP, probability of clinical success, and the market potential in a parallel approach (in contrast to a typical sequential approach). We can do these assessments at scale and can also find assets for indications that have not been developed for. Most of our Asset Exchange deals are built in a risk-sharing manner. This means that, aside from some small delivery-related early fees, the revenues are dependent on the success of the licensing deal. Besides our Asset Exchange and Asset Management business, Partex also has a major Asset Service business line, which is about AI solutions for R&D, patient data and validation services. While this won’t be the focus of the role, we always appreciate cross selling of this business line. This position will require you to travel for business and to regularly attend virtual meetings with your colleagues in the US and India. Our company and its subsidiaries operate from different sites worldwide, including Germany, Switzerland, India, and the USA. This means you'll be able to directly contribute to high-leverage activities and interact with people from different backgrounds and regions. We are truly a diverse and global workforce. This role has a high degree of built-in decision-making and accountability. You’ll get a chance to shape the company’s direction, paving the way for the first fully-fledged digital pharmaceutical company. We are looking for team players! Key Responsibilities: ● Identify key stakeholders in Pharma, Biotech, Governments and other customers and build relationships ● Sell the Partex group products with a particular focus on the Asset Exchange business. ● Negotiate Asset Exchange contracts ● At a later point in time, negotiate in-licensing and even later out-licensing agreements for Partex Group affiliates ● Support the Delivery team on the delivery of Asset Exchange deals by helping with the asset assessment and checking on asset transactability ● Collaborate with the members of the worldwide Commercial team including Marketing and the Product Development team Key Qualifications: ● Master's/PhD Degree preferably in a Scientific or Medical field ideally combined with either a Business, Marketing or the corresponding experience in the field ● Experience in negotiating Pharmaceutical in- and/or out-licensing agreements as proven by your deal sheet (at least 5-10 years) ● A good network in the Pharma/Biotech field ● Resilience ● Excellent presentation and listening skills ● Good English language skills are a must-have ● Experience in the European market ● Experience in Tech / Software Engineering / AI is a plus Why Us: ● A challenging environment where you’ll get to work on many different projects at the same time, across industries and geographies ● A high degree of personal responsibility and accountability ● Performance-oriented remuneration and excellent career opportunities in a dynamically growing company ● An international environment where everyone adds value to the company culture ● Being at the forefront of Business Development: Data and processes are optimized by AI and thus generating additional value and increasing speed to delivery

Regional Director of Catering Sales Job Reference Number: 43227 Employment Type: Full-Time, Hybrid Segment: Dining & Events Brand: Abigail-Kirsch Location: NY Tri State Area The Role at a Glance: The Regional Director of Catering Sales for Abigail Kirsch is responsible for the successful development and overall growth of their specific territory. The focus will be on enhancing revenue in existing and new markets and mentoring the sales team. The RDOCS will achieve individual sales revenue, in addition to contributing to the management process. The RDOCS will be a critical partner for the leadership team to achieve annual plans and address the challenges in growing the business. The RDOCS is expected to lead the pace for development of new business through proactive sales efforts. S/he must work closely with senior management in promoting the Company’s culture, mission, and philosophy. RDOCS will support new business openings and oversight as appropriate. What you will be doing: Direct Sales and Sales Management • Responsible for contributing 1.5 million in topline revenue, through independent outreach and existing network, to be spread through territory and handled by a director of catering or sales manager., • Work independently towards client outreach to develop new client relationships and to initiate sales opportunities for teams, • Attract, develop, and retain high performers and ensure communication processes are in place to actively engage with associates and manage a growing service organization, • Responsible for topline and bottom-line profitability at the unit level, through training, spot checking and holding the sales team accountable for their sales., • Maintaining that client interaction and event execution consistently align with brand standards, by ensuring that operational and culinary excellence is adhered to., • Leverage relationships across all D&E to cross sell business and refer business whenever possible, • As needed, work with HR Business Partner to coach and counsel direct reports., • Oversee, develop, and implement plan to maintain and improve existing venue contact relationships, and seek to develop new venue relationships for the off-premise market, alongside DOC if applicable., • Streamline menus and create packages/collections for all units, ensuring appropriate pricing and ensure venue specifics are accounted for, adjusting quarterly, as needed., • Mentor, train and develop sales team to grow revenue, drive business and accountability, • Maintain positive client relationships and liaison as necessary to ensure a consistently positive interaction, • Run weekly sales meetings for each of the businesses in which RDOCS has oversight, • Oversee the follow up to ensure annual events are secured on the calendar each year., • Ensure sales team is finalizing all event details throughout territory, • Responsible for sales and status reports as well as deposits/accounts receivable and contracts., • Event Coordination to include timing of events, assisting Captain(s) with staff assignments on site and meeting with staff when necessary, acting as liaison with client, kitchen, staff, and vendors., • Participate, conduct client meetings / sales calls, and follow up., • Support and Conduct tastings as needed., • Required to attend all signature galas and large-scale events, as outlined by leadership Financial Performance • Ensure that budgeted goals are met or exceeded at each unit in which RDOCS has oversight, • Monitor event revenue categories for each of the businesses in which RDOCS is overseeing, ensuring profitability., • Work with DOC’S to divide revenue goals within their teams, while directing their outreach to meet and achieve goals., • Monitor event profitability to ensure that events are sold and executed according to company standards and budget., • Ensure DOC’S are creating post event analysis to ensure the successful execution of each event in all cost areas., • Review and Report on weekly PACE report, while maintaining an actively outlook on future business, • Ensure that all event deposits, payments, and invoicing reflect the company policies and procedures, across businesses, • Monitor staffing levels on each event to ensure proper service standards are achieved and profitability maintained according to budget., • Responsible for maintaining A/R accountability for all direct reports and units Marketing This will be a collaborative approach with the Marketing to ensure the successful development of the brand. • Develop and maintain an active and aggressive advertising campaign to ensure the successful integration of the brand in the market for brands or territories, • Creating brand collateral with the Marketing department as need arises for brands or territories, • Monitor and report the results of the advertising campaigns to ensure that the expense has a significant impact on sales and brand awareness., • Oversee signature marketing events and offerings, ensuring brand integrity, • Maintain networking calendar, and ensuring sales team is actively attending with frequency, • Oversee territory market comp analysis annually, by brand, to ensure competitive offerings and pricing for the area. Technical Knowledge The RDOCS must possess a working knowledge of the systems used within the company. The DOC must be proficient in the following • Opening & closing procedures, • Profit and Loss Statements, • Producing accurate monthly reporting, • Food and beverage knowledge What we are looking for: Qualifications: • 8+ years’ of sales leadership experience, with a focus on leading robust teams with a collective revenue of over 10+ million, • Bachelor’s Degree preferred, • Advanced knowledge of off premise and venue catering sales and operations, • Strong Knowledge of food and beverage, • Exceptional interpersonal, organizational and communication skills, • Hardworking nature, hands-on approach, and a passion for the business, • Ability to communicate effectively with co-workers, management, vendors, and clients, • Able to travel and be flexible to work schedule to accommodate business needs Benefits and Salary: • Medical, • Dental, • Vision, • Tuition Reimbursement, • Voluntary UNUM offering for Accident, Critical Illness and Hospital Indemnity, • Discount Program, • Commuter Benefits (Parking and Transit), • EAP, • 401k, • Sick, • Holiday Pay (9 paid holidays) Salary: Base: About $200,000 Significant Commission Upside #boost #LI-MA1 #indeedelior About Abigail Kirsch: Started in the 1970s as a family-owned catering company, Abigail Kirsch has grown into one of New York’s premier caterers. Our steady growth has allowed us to bring our hospitality, service, and delicious food to Connecticut, Westchester, and New York City. About Elior North America: Elior North America is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. We are committed to diversity and encourage applications from people of all backgrounds and abilities. We take pride in supporting the development of our employees and their skills at all levels and in fostering an environment of growth. At Elior North America, we are committed to offering growth and advancement opportunities for all of our employees. The valuable skills and experience you’ve gained with Elior will propel you further in your career, whether with our corporate office or one of our brand segments. Disclaimer: This job description can be revised by management as needed.

Job DescriptionDescription: Looking for a different Personal Training role? At PureGym US we take training personally. Our goal is to offer members the most affordable sessions in the industry while offering highly competitive compensation to trainers. About PureGym Group The PureGym Group is a global leading gym operator, boasting over 700 locations and more than 2 million members worldwide. We’ve been in the US for over 3 years now and are now starting a big national expansion, starting across New York and New Jersey! Our commitment to providing high-quality, affordable gyms for everyone, everywhere, remains unwavering. Our mission to inspire healthier nations has made us the UK's favorite gym, and now, an international success story. With our unique "Everybody Welcome" approach, we create a friendly, warm, and inclusive environment for all our employees and members. Compensation & Benefits: • Make up to $50 an hour!, • Pay Transparency: $19/per half-hour session (half-hour & hour sessions available); $15.92/hour (non-session work); With significant bonuses in place to take hourly session rates up to $50!, • Comprehensive Benefits package for all Trainers, • Medical, Dental, and Vision plans, if work 30 or more hours on average weekly, • 401(k) Retirement savings plan, • Career Advancement opportunities, • Complimentary gym membership The Role As a Personal Trainer (PT) you will provide personalized attention, professional instruction, and exercise programs to each member. Our dedication to a Personal Trainer’s success is part of the larger commitment to maximize our member’s health, fitness, and wellness goals. Join our team and discover a dynamic work environment built around helping others maximize their potential, where limitless opportunity is cultivated by the highest industry standards across training, education, marketing, media and sales. Responsibilities: • Build and maintain a client base through conducting PT Intro and paid sessions, • Prepare and deliver comprehensive fitness programs based on clients’ goals, • Motivate and inspire clients to get results through goal setting and frequent follow-up, • Continue to pursue additional training knowledge through offered continuing education programs through NASM Club Connect., • Contribute to the member experience by engaging members with enthusiasm and respect, • Demonstrate safe and proper exercise technique to members contributing to and enhancing the overall member experience, • Maintain knowledge of all company-offered services, programs, and products as part of our member commitment, • Active participation in any required meetings Requirements: The Person • Current nationally recognized Personal Training Certification or a bachelor’s degree in the field, • Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator (AED) certification required, • Desire to transform lives through educating members on health and wellness topics, • Understand principles of physical fitness and proper exercise technique, • Possess excellent customer service skills, • Possess or be willing to learn sales skills, • Ability to self-promote and network, • Ability to communicate clearly and concisely, both verbally and in writing, • Adjust and operate fitness equipment, • Full time availability - preferred As a Personal Trainer, You Will Receive: • Supportive approach to scheduling whether you are a part- or full-time Trainer, • Access to our dedicated and unrivalled PT Business Support team for free courses, insight, and coaching to help you build and run your business, • Free CEC courses to keep your accreditation valid with industry experts, • Free advertising on the PureGym in club, • Free Gym Membership for yourself, • With access to a growing member base, PureGym US is bringing the low cost no membership model to make health and fitness accessible to everyone, • Bonus opportunities for eligible trainers such as but not limited to: Productivity Bonus #INDLV

Job DescriptionDescription: What makes Personal Training at PureGym different? At the PureGym Group, we take training personally. Our trainers double as Mood Lifters and instill in members the importance of feeling good along with looking good. Our goal is to offer members the most affordable sessions in the industry while offering highly competitive compensation to trainers. We facilitate paid floor hours during the first 60 days of hire to help build a client list and trainers have access to our Core Training educational series. We offer trainer pay splits up to 65% with bonus opportunities for session productivity and tenure. With over 10,000 new members a month, new clients are readily accessible. What are you waiting for? Job Overview: As a Personal Trainer (PT) you will provide personalized attention, professional instruction, and exercise programs to each member. Our dedication to a Personal Trainer’s success is part of the larger commitment to maximize our member’s health, fitness, and wellness goals. Join our team and discover a dynamic work environment built around helping others maximize their potential, where limitless opportunity is cultivated by the highest industry standards across training, education, marketing, media and sales. Responsibilities: Personal Training • Build and maintain a client base through conducting PT orientations and sessions, • Meet minimum required performance for conducting PT orientations during ramping period, • Prepare and deliver comprehensive fitness programs based on clients’ goals, • Motivate and inspire clients to get results through goal setting and frequent follow-up, • Continue to pursue additional training knowledge through offered continuing education programs, • Active participation in any required meetings PureGym Promise: • Be a mood lifter; contribute to the member experience by engaging members with enthusiasm and respect, • Demonstrate safe and proper exercise technique to members contributing to and enhancing the overall member experience, • Maintain knowledge of all Blink services, programs, and products as part of our member commitment Requirements: Qualifications: • Current nationally recognized Personal Training Certification or a bachelor’s degree in the field, • Certification reimbursement available for non-certified applicants, • Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator (AED) certification required, • Approved Personal Training Certification Required, • Desire to transform lives through educating members on health and wellness topics, • Understand principles of physical fitness and proper exercise technique, • Possess excellent customer service skills, • Possess or be willing to learn sales skills, • Ability to self-promote and network, • Ability to communicate clearly and concisely, both verbally and in writing, • Adjust and operate fitness equipment, • Ability to lift up to 50 pounds without assistance As a Personal Trainer, You Will Receive: • Supportive approach to scheduling whether you are a Part or Full Time Trainer, • Core Training Program that includes paid in-person education throughout the beginning of your training career, • Continued support towards your growth as a Personal Trainer through our continued education reimbursement program and free/discounted CEUs, • Annual income potential upwards of $90k Annually based on trainer productivity, • Bonus opportunities for eligible trainers such as, but not limited to: Productivity Bonus and Trainer Tenure Bonus programs. Compensation & Benefits: • Competitive compensation and bonus opportunities, • Comprehensive Benefits package for all Trainers, • Medical, Dental, and Vision plans, if work 30 or more hours on average weekly, • 401(k) Retirement savings plan, • Career Advancement opportunities, • Complimentary gym membership, • Fun working environment!, • Pay Transparency: $19/per session (half-hour & hour sessions available); $15.92/hour (non-session work); ability to earn additional incentive bonuses

Job Description Comfort starts with our 10,000+ team members across the globe, who are transforming the power of comfort every day. Our employees have the power to change lives, in our homes, work and communities. We foster an inclusive environment while honoring a legacy built on family, where everyone can be themselves. If you are ready to join an industry leading organization where our people are the most important asset, and innovation propels us into the future, you’re ready to take your seat at La-Z-Boy Incorporated. WE BELIEVE IN THE TRANSFORMATIONAL POWER OF COMFORT! Job Summary: ✨ Sell Luxury. Live Modern. Earn Without Limits. ✨ Now Hiring: Sales Consultant – La-Z-Boy Furniture Galleries Location: North Plainfield, NJ Compensation: Base + Unlimited Commission La-Z-Boy isn’t just comfort anymore — it’s modern, elevated, and unmistakably stylish. We’ve redefined the way people see furniture, and now we’re looking for someone who can match that energy on the sales floor. This is your chance to turn your natural charm, eye for design, and competitive drive into real results — and real income. What You’ll Be Doing: • Guiding high-end clients through a premium sales experience., • Creating inspired spaces with world-class furniture and décor., • Curating luxury looks while earning commissions with no ceiling. What You’ll Get: • Unlimited earnings– top performers take home $60K+ annually., • A sleek, modern showroom that feels more like a gallery than a store., • Ongoing training in luxury sales, interior trends, and design consultation., • Exclusive employee discounts so your own space turns heads., • A brand that sells itself — and a team that celebrates success. Who You Are: • Polished, persuasive, and endlessly ambitious., • Passionate about modern aesthetics and premium materials., • Obsessed with detail, service, and delivering the wow factor., • Experienced in sales or retail (luxury experience = a major plus). You don’t do average — and neither do we. This is your chance to turn your love for modern luxury into a high-reward career. Apply today. Curate beauty. Sell bold. Earn big. BENEFITS: · Health Insurance through Blue Cross/Blue Shield · Optum for Prescriptions In-Network · Dental and Vision Insurance · Paid Vacation · 401k with match · Disability Insurance · Life Insurance and AD&D · Paid Bonding Leave · Paid Training · Health Savings Account - Contributions go in tax-free, grow tax-free and are withdrawn tax-free · Tuition Reimbursement (may receive up to $5,250 per calendar year) · Employee Assistance Program (Free to all employees!) o Counseling sessions Financial and legal resources Job Description: KEY RESPONSIBILITIES (other duties as assigned): Drives Sales Contribute to store sales goals by selling furniture, accessories and services offered by La‐Z‐Boy Promote the Design program & assist the Designer to achieve established Design program sales goals Consistently execute the La‐Z‐Boy selling process and strive to provide a favorable experience to all customers. Develop and utilize sales skills and principals including approach, rapport building, needs discovery, customized portfolio presentations, answering objections, closing, follow‐up, after sale service and continuing contact with all previous and potential customers Maximize store promotions, marketing initiatives, and grassroots programs Maintain strong knowledge of the features and benefits of existing and new product lines Design Program Schedule professional home consultations to present customized room designs, including sample fabrics, furniture, tables and accessory recommendations as well as the benefits of a professional installation service. Execute and champion the Design process following the established company guidelines Responsible for supporting design related functions in the store Customer Focus Provide the highest level of customer service to all current and future customers Ensure that each La‐Z‐Boy customer has an informative and positive experience by using good customer service skills and knowledge of products, while following the company selling process Effectively use Podium to ensure customer satisfaction and future follow‐up Make sound business decisions to deliver customer satisfaction and promote team environment Provide support by being responsive to incoming phone calls and emails Assist in handling customer issues and/or complaints. Provide appropriate solutions and alternatives to the customer to achieve a satisfied experience People Maintain a positive working relationship with all store employees Assist to train, coach and develop new peers on La‐Z‐Boy product knowledge and selling process/skills to achieve store sales goals Help promote and champion a culture of sales and service Operational Excellence Assist with maintenance of the overall visual appearance of store, this includes but is not limited to maintaining floor and/or showroom displays, tagging products and accessories, maintaining accessory catalogs and design center fabrics, supporting floor moves, and maintaining general store cleanliness Accurately complete order information, collect deposits and fees, keep orderly customer records, and research customer payments and deliveries Responsible for accurately completing daily On‐Point system logs Show a sense of urgency, enthusiasm and excitement with the store team and customers Maintain adequate knowledge of company standards, product knowledge and internal processes and systems Consistently schedule deliveries with customers Responsible for opening and closing of the store MINIMUM REQUIREMENTS: High School Diploma or equivalent Previous selling experience and ability to close a sale strongly preferred Excellent communication, customer service skills, and organizational skills Strong interpersonal skills to effectively communicate, build rapport, and positively influence Demonstrated persuasion and negotiation skills Ability to effectively manage time and conflicting priorities Ability to effectively and productively with others as a team Ability to work the schedule and hours dictated by business needs Ability to work evenings, weekends and holidays as required Initiative to meet assigned goals, missions and objectives and motivated to achieve more Strong attention to detail Proficient in the use of Microsoft Office, including Word, Excel, Outlook and PowerPoint PREFERRED REQUIREMENTS: Bachelor’s degree in Business or a related field SUPERVISORY RESPONSIBILITIES: None PHYSICAL DEMANDS/WORK ENVIRONMENT: Ability to lift and/or carry up to 50 pounds. Ability to stand for long periods of time. Nearly continuous use of repetitive hand motions, hearing and listening. Often required to sit, walk, bend and stoop Subject to inside environmental conditions Ability to pass background and drug screen. OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the incumbent for this job. Duties, responsibilities and activities may change at any time with or without notice. At La-Z-Boy, we prioritize clear communication and reward outstanding talent! We invite you to explore the exciting opportunities available. To help you make an informed decision, we’re sharing key information about our pay practices. What You Can Expect: Training Pay: $16 per hour for 2-6 weeks (no commission) Average Annual Earning Potential After Training: $50,000 - $70,000+ (inclusive of base, bonus, and commission) The company will not pay less than state/local minimum wage requirements Post-Training Pay: Base Pay: $13 / hour (varies by store location) Commission & Bonus: Earn more with UNCAPPED commission on sales. Commission rates vary from 2% - 6% based on sales type. Quarterly bonus opportunity of up to $3,500, based on your ability to meet defined individual sales goals. Individual pay is based on various factors, including geographic location, personal performance and relevant qualifications, experience, and skills. By providing our salary ranges and compensation range details, we aim to foster understanding and confidence in our pay practices. Should the base rate plus the commissions earned during a performance period not be at or greater than location minimum wage requirements for the period, the company will make a minimum wage adjustment for the employee to be compliant with minimum wage for the location. Weekly Hours: 40 Benefits for Employees in the US: Benefit offerings to employees and their families include: Medical, Vision, Dental and Basic Life Insurance, available 401k retirement plan with company match of up to 6%. Paid time off includes: 9-11 paid holidays each year, two weeks’ prorated vacation as a new hire and either personal time (non-exempt only) or state mandated sick time. More information can be found via: https://learn.bswift.com/la-z-boy If this role requires travel / driving in order to perform the key responsibilities outlined above, candidates must be able to meet the qualifications noted in the company’s Driver Management Program to be considered for the role. At La-Z-Boy Incorporated, we're an equal opportunity employer. We understand that our employees’ diverse backgrounds, experiences, perspectives, and viewpoints add value to our ability to create and deliver the best possible service, quality products, and is of utmost importance as we work together to build comfort. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. We are committed to fostering an environment in which all employees feel valued, included, and empowered to do their best work and bring great ideas to the table. If you are a qualified individual that may need a change or adjustment to the application/interviewing/hiring process as a result of your disability, you may request a reasonable accommodations by emailing our recruiting team at recruiting@la-z-boy.com or by calling 734-242-1444.