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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 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 Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 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 Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 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 Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 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 Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Key Qualifications: • You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN)., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). 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.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • Five or more years in the financial services industry working directly with clients Preferred Qualifications: • CFP or CFA, • Superior relationship management and client retention experience, • Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description Salary: $160000 - $175000 / year Other Forms of Compensation: bonus Rapport is a specialized division of FLIK Hospitality Group focused on all aspects of guest and employee services, meeting and event planning and conference center management. Distinct from recruitment agencies, we do not engage in temporary contracts. Our commitment is to foster long-term career development, allowing ambassadors to enjoy the comprehensive benefits of working directly with us. Rapport invests in all of its ambassadors, allowing them to attain their career aspirations. It starts with a warm welcome to our business, followed by an individual training and development program. You’ll be encouraged to become the very best you can be throughout your career here, and will be provided with the skills to step into your next big role. Becoming a Rapport ambassador means becoming part of a global community, collaborating with diverse talents, sharing ideas, and experiencing a workplace culture that extends beyond local boundaries. Your journey with us is more than just a job: it’s a meaningful career. Job Summary Rapport is seeking a dynamic and strategic Vice President of Experience to lead workplace experience and operational excellence initiatives across a regional portfolio of premier financial services clients throughout New York City and additional markets as necessary. This role will serve as a senior experience leader focused on elevating hospitality, employee engagement, service culture, and operational performance across multiple client locations. The VP of Experience will partner closely with client stakeholders, on-site leadership teams, and cross-functional support partners to deliver consistent, hospitality-driven experiences that reflect Rapport’s commitment to service excellence and innovation. The ideal candidate brings a hospitality mindset, strong operational leadership, executive presence, and a passion for creating elevated workplace experiences within high-profile corporate environments. Key Responsibilities • Lead and execute regional workplace experience strategies across multiple financial services accounts, • Develop and elevate a luxury-inspired workplace hospitality culture by building service capabilities, experience programs, brand standards, and engagement initiatives that align with both Rapport’s service philosophy and each client’s organizational culture., • Drive operational excellence initiatives, service standards, and hospitality best practices across the portfolio, • Develop and implement experience playbooks, SOPs, assessment tools, and KPI reporting frameworks, • Partner with client leadership to identify opportunities that enhance employee engagement, workplace culture, and service delivery, • Ensure consistent execution of white-glove hospitality standards across reception, events, amenities, culinary, and workplace services, • Conduct operational reviews and leadership assessments to identify gaps and drive continuous improvement, • Collaborate with training and operational teams to support team development, service consistency, and culture initiatives including a high frequency of on the job observation and coaching, • Present operational insights, performance trends, and strategic recommendations during client business reviews, • Act as a trusted advisor and senior escalation partner for experience-related initiatives and opportunities, • Design and implement regional programs that enhance employee engagement, workplace satisfaction, and return-to-office experiences, • Monitor, evaluate, and apply emerging workplace hospitality and experience trends, best practices, and service innovations to continually elevate the employee and guest experience., • Champion innovation, accountability, and a people-first service culture throughout the region Qualifications • 10+ years of leadership experience in hospitality, workplace experience, operational excellence, or corporate services Preferably in luxury hotel or hospitality setting, • Proven success managing multi-site or regional operations within corporate, hospitality, or financial services environments, • Strong executive presence and relationship management skills, • Experience developing operational standards, KPIs, and service improvement initiatives, • Ability to lead cross-functional teams within fast-paced, client-facing environments, • Excellent communication, presentation, and strategic planning skillsPreferred Experience:, • Financial services or professional services experience preferred, • Luxury hospitality or white-glove service background strongly preferred, • Experience supporting premium workplace environments in New York City Core Competencies • Hospitality Leadership, • Operational Excellence, • Client Partnership, • Employee Experience, • Strategic Thinking, • Change Management, • Continuous Improvement, • Executive Communication, • Team Development, • Service Innovation Apply to Rapport today! Rapport is a specialized division of FLIK Hospitality Group and a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Certain positions may require Florida Level 2 background screening. Details: https://info.flclearinghouse.com/ Applications are accepted on an ongoing basis. Rapport maintains a drug-free workplace. Associates in Rapport are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave, • Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2023/08/2023WageTransparencyFlikHospitality.pdf Req ID: 1533946 Rapport a specialized division of FLIK Hospitality Group

Job Description The Company: impact.com is the world's leading commerce partnership marketing platform, transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to drive trusted, performance-based growth through authentic relationships. Its award-winning products - Performance (affiliate), Creator (influencer), and Advocate (customer referral) - unify every type of partner into one integrated platform. As consumers increasingly rely on recommendations from people and communities they trust, impact.com helps brands show up where it matters most. Today, over 5,000 global brands - including Walmart, Uber, Shopify, Lenovo, L'Oréal, and Fanatics - rely on impact.com to power more than 350,000 partnerships that deliver measurable business results. Your Role at impact.com: As the Vice President, Global Assistant Controller, you will be responsible for direct management of the controllership function, which includes corporate accounting, financial operations (including our Global Clearinghouse), and Treasury. You will be responsible for managing the day to day operations of a highly complex global financial operations function while continually improving procedures, processes, and systems. Reporting to the SVP, Global Controller and working closely with key stakeholders across the company, you will play an integral role in supporting our growth as we continue to scale globally. What You'll Do: • Lead the organization's global corporate accounting, financial operations, and treasury functions for a complex, multi-entity, multi-currency, 1,500+ employee organization operating across multiple international jurisdictions., • Own the integrity, accuracy, and timeliness of the company's financial reporting processes, ensuring compliance with U.S. GAAP and alignment with evolving regulatory requirements and business needs., • Provide strategic and technical accounting leadership across the organization, including development and maintenance of accounting policies, technical accounting memoranda, internal controls documentation, and scalable operational procedures that reflect industry best practices., • Oversee and continuously improve the month-end, quarter-end, and year-end close processes to drive efficiency, accuracy, and timely delivery of financial statements, management reporting, and executive-level analytics., • Partner cross-functionally with FP&A, Legal, HR, Revenue Operations, and international business teams to support operational scalability, strategic initiatives, and organizational growth., • Lead the company's external audit process, including coordination with external auditors, preparation of audit support, resolution of technical accounting matters, and maintenance of a strong and effective internal control environment., • Oversee global compliance activities related to statutory reporting, tax coordination, treasury operations, customer funds flows, and other regulatory requirements across applicable jurisdictions., • Champion the strategic adoption of AI and automation technologies within the controllership organization to improve operational efficiency, enhance reporting and analytics capabilities, streamline workflows, strengthen controls, and enable scalable decision-making processes across the business., • Establish, monitor, and improve key accounting and operational performance metrics to support data-driven decision making and organizational accountability., • Develop, and mentor high-performing controllership teams across multiple time zones, fostering a collaborative, accountable, and continuous-improvement-oriented culture., • Effectively manage and develop both direct and indirect reports, including performance management, succession planning, organizational design, and leadership development initiatives., • Serve as a trusted advisor and strategic business partner to executive leadership by providing financial insight, operational guidance, and risk assessment in support of company objectives and long-term growth. What You Have: • 15+ years of progressive accounting, finance, and operational leadership experience within complex, global organizations., • Proven experience leading and developing global teams, including management of both direct and indirect reports across multiple regions and time zones (30+ team members)., • Certified Public Accountant (CPA) designation required., • MBA, CTP, CMA, or other advanced professional certifications preferred., • Experience working with and/or leading a Center of Excellence (CoE), Shared Services organization, or hybrid operating model., • Demonstrated experience operating within multi-entity, multi-currency, and international business environments., • Strong track record of leading cross-functional projects and strategic initiatives within finance, accounting, and operational organizations., • Experience driving finance transformation initiatives, including the adoption of AI, automation, and scalable process improvements to enhance operational efficiency, strengthen controls, and reduce manual errors preferred., • Self-directed, highly motivated professional with the ability to thrive in fast-paced, deadline-driven environments while maintaining a positive, collaborative, and service-oriented approach., • Exceptional attention to detail and organizational skills, including extensive experience gathering, structuring, validating, and monitoring large volumes of financial and operational data to ensure accuracy, integrity, and comprehensive documentation standards., • Excellent written and verbal communication skills, with the ability to effectively communicate complex financial and operational concepts across all levels of the organization., • Demonstrates the highest level of integrity, professionalism, and sound judgment, with the ability to manage highly sensitive and confidential information with discretion. Salary range: $215,000.00 - $230,000.00 per year, plus an additional 20% variable annual bonus contingent on Company performance and eligible to receive Restricted Stock Unit (RSU) grant. *This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Benefits and Perks: At impact.com, we believe that when you're happy and fulfilled, you do your best work. That's why we've built a benefits package that supports your well-being, growth, and work-life balance. • Medical, Dental, and Vision insurance, • Office-only catered lunch every Thursday, a healthy snack bar, and great coffee to keep you fueled, • Flexible spending accounts and 401(k), • Flexible Working: Our Responsible PTO policy means you can take the time off you need to rest and recharge. We're committed to a positive work-life balance and provide a flexible environment that allows you to be happy and fulfilled in both your career and your personal life., • Health and Wellness: Your well-being is a priority. Our mental health and wellness benefit includes up to 12 fully covered therapy/coaching sessions per year, with additional dependent coverage. We also offer a monthly gym reimbursement policy to support your physical health., • A Stake in Our Growth: We offer Restricted Stock Units (RSUs) as part of our total compensation, giving you a stake in the company's growth with a 3-year vesting schedule, pending Board approval., • Investing in Your Growth: We're committed to your continuous learning. Take advantage of our free Coursera subscription and our PXA courses., • Parental Support: We offer a generous parental leave policy, 26 weeks of fully paid leave for the primary caregiver and 13 weeks fully paid leave for the secondary caregiver., • Technology Financial Support: We provide a technology stipend to help you set up your home office and a monthly allowance to cover your internet expenses. impact.com is proud to be an equal-opportunity workplace. All employees and applicants for employment shall be given fair treatment and equal employment opportunity regardless of their race, ethnicity or ancestry, color or caste, religion or belief, age, sex (including gender identity, gender reassignment, sexual orientation, pregnancy/maternity), national origin, weight, neurodivergence, disability, marital and civil partnership status, caregiving status, veteran status, genetic information, political affiliation, or other prohibited non-merit factors. #LI-AG1

Job DescriptionAbout Motorsport NetworkMotorsport Network is a global, always-on media, technology and events platform uniquely positioned at the intersection of motorsport, automotive, and mobility. Reaching over 40 million fans across 25+ markets, the company operates some of the world’s most authoritative brands including Motorsport.com, Autosport, Motor1, Ride Apart, and InsideEVs, delivering live awards and event experiences, premium content, branded content, video, and podcasts that span racing, performance automotive, electric vehicles, and the future of mobility. Backed by GMF Capital and with a growing global footprint, Motorsport Network is trusted by the world’s leading brands across automotive, financial services, gaming, technology, and beyond as a strategic commercial partner. This is not a traditional media company. It is the only platform that authentically bridges the endemic motorsport audience, a uniquely affluent, tech-forward, engaged, and brand-loyal consumer base with the broader advertiser marketplace.The OpportunityAs VP, Head of Industry, you will own Motorsport Network’s commercial relationships across four high-growth verticals: Financial Services, FinTech, Gaming & Betting, and Technology. This is an IC role. You are not a generalist sales leader but a sector specialist with deep fluency in the industries you serve, the relationships to match, and the strategic vision to build long-term, high-value partnerships that neither side could achieve anywhere else. The motorsport audience is one of the most commercially valuable in media. Demographically skewed toward high-income, brand-engaged consumers with strong affinity for financial products, technology, and sports betting, this audience represents an extraordinary opportunity for brands across all four verticals and one that remains significantly under monetized. Your mandate is to change that. This role sits at the very top of the client-facing organization. You will be the face of Motorsport Network to C-suite and VP-level marketing decision-makers, brand managers, and agency partners across your sectors. You will contribute to and help shape how the company goes to market, influence product and content strategy through client intelligence, and establish Motorsport Network as the indispensable partner for any financial services, FinTech, gaming, or technology brand seeking authentic access to this audience. The best candidate for this role is someone who has lived inside these industries and fluently understands the regulatory landscape, the compliance constraints, the media buying dynamics, and the creative possibilities. This role is for someone energized by the challenge of translating that knowledge into commercially transformative outcomes within a premium sports, entertainment and media environment.Sector FocusYou will own the go-to-market strategy, senior relationships, and revenue targets across the following four verticals:Financial Services • Global and regional banks, investment firms, insurance providers, credit card companies, and wealth management brands with established or emerging motorsport sponsorship presence, • Senior relationships with CMO, SVP, and VP-level brand, sponsorship, and media teams at financial institutions, • Integrated campaign development leveraging Motorsport Network’s premium editorial environment to reach affluent, financially engaged audiences, • Sponsorship and branded content partnerships aligned to major racing series, events, and Motorsport Network’s global portfolio of brands, • Agency coordination across financial services-specialist shops, holding companies, and media planning teamsFinTech, • Challenger banks, payments platforms, crypto and digital asset brands, trading apps, and personal finance tools targeting the motorsport and performance automotive demographic, • Partnerships designed to reach a tech-forward, high-income audience with strong appetite for financial innovation, • Co-branded content, podcast integrations, and digital campaigns that authentically connect FinTech brands to motorsport culture, • Flexible deal structures suited to high-growth, performance-oriented FinTech marketing models, including CPA-adjacent and outcome-linked partnership frameworks, • Navigation of compliance and regulatory considerations relevant to FinTech advertising in the US and international marketsGaming & Betting, • Sports betting operators, daily fantasy platforms, iGaming brands, and traditional gaming companies with motorsport or automotive audience overlap, • Deep understanding of the regulatory environment governing gambling and betting advertising across US states and international jurisdictions, • Partnership structures that leverage Motorsport Network’s race weekend presence, live data capabilities, and endemic editorial credibility, • Branded content and sponsorship solutions that navigate responsible gambling frameworks while delivering commercially meaningful audience exposure, • Video game publishers, esports organizations, and sim racing platforms with motorsport IP and audience alignmentTechnology, • Consumer and enterprise technology brands, including hardware manufacturers, software platforms, AI companies, and connected device makers. All with audiences that align to the technically sophisticated motorsport fan demographic, • Senior relationships with CMO, VP Marketing, and brand team decision-makers at global technology companies, including those with existing motorsport sponsorship or innovation partnerships, • Integrated campaign development that leverages motorsport’s position as a proving ground for cutting-edge technology from advanced telemetry and AI to EV powertrain innovation and connectivity, • Co-branded content and editorial partnerships that authentically connect technology narratives to motorsport performance, engineering, and the future of mobility, • Agency coordination across technology-specialist media shops, holding companies, and performance marketing teamsKey ResponsibilitiesSector Ownership & Revenue Leadership, • Own and deliver annual revenue targets across all four verticals, with accountability to the Global CCO, • Define the go-to-market strategy for each sector, including priority accounts, deal structures, and pricing frameworks, • Build and maintain a high-quality pipeline with accurate forecasting and senior visibility into deal progressionSenior Client & Agency Relationships, • Serve as the primary executive relationship holder for key brand and agency partners across Financial Services, FinTech, Gaming & Betting, and Technology, • Operate at C-suite and VP level with clients, functioning as a trusted strategic advisor rather than a transactional seller, • Navigate complex agency ecosystems including holding companies, media agencies, and sector-specialist shops, to influence both planning and buying decisionsIntegrated Partnership Development, • Originate, structure, and close multi-platform, multi-year partnerships spanning digital media, branded content, sponsorship, video, social, and experiential, • Work with editorial, creative, and product teams to develop bespoke solutions that deliver measurable client outcomes, • Champion client needs internally, ensuring Motorsport Network’s commercial offerings evolve to meet the demands of these sectorsRegulatory & Compliance Fluency, • Maintain working knowledge of advertising regulations governing financial services and gambling/betting marketing in key markets, including FCA guidelines (UK), SEC/FINRA considerations (US), and state-by-state betting advertising rules, • Ensure all partnership proposals are structured in a manner that can realistically pass client compliance review, avoiding wasted cycles on commercially unviable structures, • Serve as an internal resource for compliance-adjacent questions as Motorsport Network develops deeper capability in these sectorsMarket Intelligence & Strategic Influence, • Maintain deep knowledge of each sector’s competitive dynamics, media investment trends, audience strategies, and marketing priorities, • Translate client and market intelligence into strategic recommendations for leadership on product, content, and commercial positioning, • Represent Motorsport Network at the highest-profile industry events and conferences relevant to your verticals from Cannes Lions and CES to ICE, SBC Summit, and Money20/20Cross-Functional Leadership, • Collaborate with global sales colleagues to ensure sector expertise is shared and leveraged across markets, • Partner with marketing and communications to develop sector-specific thought leadership and case study content, • Contribute to the development of Motorsport Network’s broader commercial strategy alongside the CCO and senior leadership teamWhat We’re Looking ForEssential, • 12+ years of senior commercial experience in media, sponsorship, or marketing partnerships, with direct sector exposure in at least two of: Financial Services, FinTech, Gaming & Betting, or Technology, • A demonstrable network of senior relationships with brand-side marketing decision-makers and agency partners across your sectors, • Proven track record of closing large, complex, multi-year partnership deals (ideally seven-figure) at a media, sports, or entertainment property, • Deep understanding of the digital media and advertising landscape, including programmatic, branded content, video, and integrated sponsorship models, • Working knowledge of the regulatory and compliance considerations that govern advertising in financial services and gambling categories, • The credibility and commercial sophistication to operate as a peer to VP and C-level clients, not just a vendor, • Excellent communication, storytelling, and negotiation skills. You can construct a compelling narrative and hold a roomHighly Valued, • Experience working at or closely with a sports media property, rights holder, or premium publisher with financial services, gaming, or technology clients, • Established relationships within the sports betting or iGaming ecosystem, particularly with brands that have active US market strategies, • Understanding of how technology and FinTech brands approach audience targeting, performance measurement, and partnership ROI differently from traditional advertisers, • Familiarity with how AI, connectivity, and consumer technology brands are increasingly activating through sport and motorsport as a demonstration platform, • Track record of building practices or verticals from scratch, not just inheriting existing books of business, • Comfort operating in a globally distributed, fast-moving, entrepreneurial environment, • Genuine interest in motorsport and the high-performance automotive world and affinity for the culture makes this role significantly more effectiveWhy This Role, Why NowThe motorsport audience is having a moment. Driven by the global explosion of F1’s popularity, the mainstreaming of motorsport culture, and the demographic skew of fans toward high-income, tech-forward, brand-engaged consumers, financial services, gaming, and technology brands are increasingly recognizing motorsport as a tier-one sponsorship and media channel. The budgets are moving, but the commercial infrastructure to capture them at scale has not yet been built. Motorsport’s relationship with technology has never been more visible or more commercially relevant. From AI-powered race strategy and connected car platforms to EV powertrain development and advanced telemetry, the sport is a living showcase for the world’s leading technology companies, and Motorsport Network is the media platform that tells that story to 40 million engaged fans. Motorsport Network is positioned to be the primary beneficiary of this shift, and this role is the vehicle for making that happen. You will have real ownership, meaningful resources, and the backing of a well-capitalized business (GMF Capital) that is investing in growth. You will not be working inside a legacy media bureaucracy. You will be building something and defining how Motorsport Network shows up to four of the most commercially dynamic and fast-growing sectors in global media and entertainment. If you have spent your career at the intersection of sport, media, and financial, gaming, or technology marketing and truly believe the best chapter is still ahead of you — this is that chapter. This is a Hybrid position reporting to our New York City office Compensation: On Target Earnings $250K to $375K - Range includes Base plus variable compensation Powered by JazzHR IeLgjZdxfB

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 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. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. 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. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 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. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and 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). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. 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. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 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. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and 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). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. 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. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 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. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. 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. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 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. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. 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. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 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. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. 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. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 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. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and 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). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. 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. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 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. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and 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). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. 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. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 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. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and 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). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. 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. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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 $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. 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. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. 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. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). 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.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: • Develop and handle strong relationships with Schwab Wealth Advisory team., • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues., • Uncover unstated needs from the clients to offer additional Schwab services where relevant, • Present to large and small groups to share your expertise and the offering to key partners, • Educate internal partners on your skills and ability to support their clients to drive referrals, • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. • Bachelor's degree required, • Previous experience as a Tax, Trust, and Estate attorney strongly preferred, • At least one of the following is required; JD, LLM, CPA, CTFA, AEP, • Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment), • Extensive experience advising high net worth clients, • Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory, • Shown experience in discovering unstated needs through diagnostic information gathering, • Excellent presentation skills and demonstrated success in a collaborative environment, • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills, • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients, • Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below: · You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters – o Drafting and implementing robust estate plans tailored to each client’s financial and personal objectives; o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth; o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and o Working closely with clients’ broader advisory team (financial planners, accountants) and alongside the firm’s tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates. · With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals. · This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance). · Elevation typically occurs in the 10th year of practice. · Cravath-scale salary. · Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice). Current experience as a trust & estate associate at an AmLaw firm is required Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Job Description: Job Title Senior Counsel, Bank Regulatory Legal Corporate Title Director Location New York City or Jacksonville, Fl Overview As Senior Counsel, Bank Regulatory Legal, you will serve as a strategic advisor to Deutsche Bank AG’s (the “Bank’s”) businesses and infrastructure functions on bank regulatory matters arising from the Bank’s Americas and global activities. This role requires a pragmatic, experienced lawyer who can deliver clear, commercially practical advice in a specialized practice area within a large, complex global banking organization. Deutsche Bank is a leading global banking organization headquartered in Frankfurt, Germany, with a substantial and strategically important U.S. presence that includes its New York Branch, Deutsche Bank Trust Company Americas, and Deutsche Bank Securities Inc. The Bank’s U.S. activities are subject to extensive oversight by the Federal Reserve and the New York State Department of Financial Services, among other key regulators The Bank Regulatory Legal team provides strategic legal advice on U.S. bank regulatory matters affecting the Firm’s business activities in the United States and its U.S. intermediate holding company structure. This is an opportunity to join a high-impact legal team supporting the Bank’s Americas platform. What We Offer You • A diverse and inclusive environment that embraces change, innovation, and collaboration, • A hybrid working model, allowing for in-office/work-from-home flexibility, generous vacation, and personal and volunteer days, • Employee Resource Groups support an inclusive workplace and create opportunities to engage with and learn from one another, • Comprehensive benefit plans, including health and wellbeing benefits, retirement savings plans, backup childcare, generous parental leave, and family building benefits, • Educational resources, matching gifts and volunteer programs What You’ll Do • Advise business and infrastructure functions on the permissibility of activities, transactions, investments, new business initiatives, divestitures, reorganizations, and products and services affecting the Americas platform under applicable laws and regulations, including New York Banking Law, the National Bank Act, the Federal Reserve Act, and the Bank Holding Company Act, • Prepare, review, and advise on regulatory applications, notices, and other submissions and communications relating to the Bank’s activities and strategic initiatives, • Advise internal stakeholders on bank regulatory matters, including regulatory developments that affect the Bank’s Americas platform, • Report to the Head of Bank Regulatory Legal and collaborate closely with business line legal teams How You’ll Lead • Advise Legal senior management in the Americas on strategic and tactical responses to regulatory expectations, • Partner with regional business and infrastructure leaders on significant bank regulatory matters, • Support regulatory engagement, examinations, and supervisory matters in coordination with Regulatory Management Group Skills You’ll Need • Extensive experience advising on U.S. bank regulatory law, including the Bank Holding Company Act, the Federal Reserve Act, the Dodd-Frank Act, New York State Banking Law, and the implementing regulations thereunder, including Regulations K, O, W, Y, and YY as well as supervisory expectations, • A proven track record of broad, deep experience engaging with regulatory authorities on applications, notices, resolution plan submissions, supervisory interactions, U.S. bank examinations, and related matters, including enforcement matters, • Experience working with Finance, including Treasury and Risk Management, on bank regulatory legal issues, including strategic internal reorganizations, acquisitions, and legal entity structure and governance requirements, • Experience with, and a strong understanding of, the Investment Banking, Capital Markets, Private Bank, and Wealth Management lines of business, including advising on the permissibility of activities and Regulation W issues, • Knowledge of U.S. regulatory reporting requirements, resolution planning requirements, and capital rules along with strong analytical and organizational skills, sound judgment, clear written and verbal communication skills, and bar admission in good standing Skills That Will Help You Excel • A proactive, forward-looking approach to legal advice, • Ability to develop practical, tactical, and strategic responses grounded in sound commercial judgment, • Strong communication and stakeholder management skills, • Experience in an in-house bank regulatory legal function, a law firm financial institutions regulatory practice, or a bank regulatory agency legal role, • A strong risk awareness and mitigation mindset paired with sound commercial judgment Expectations It is the Bank’s expectation that employees hired into this role will work in New York City or Jacksonville, Florida, in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York is $170,000 to $308,000 and in Jacksonville FL is $143,000 to $222,,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a meaningful impact on our colleagues. That’s why we focus on providing benefits and perks that enable our colleagues to live authentically and bring their whole selves to work at every stage of life. We provide physical, emotional, and financial wellness benefits that help our colleagues remain financially secure and maintain balance between work and home. Click _ to learn more. Learn more about life at Deutsche Bank through the perspectives of our current employees: _ The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com. #LI-HYBRID We strive for a _ in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view and the following notices: ; ; and .

Job Description SVP/Head of Wealth Planning Summary Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients' financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at the firm. Key Responsibilities • Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software, • Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings, • Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance, • Conducting eMoney training sessions expanding overall usage of eMoney planning software, • Participating on the firm's committee discussing industry best practices and firm level processes Qualifications and Experience • 15+ years of experience working directly with clients in a financial planning capacity, • Proven track record of consistently meeting or exceeding predetermined key objectives, • Strong executive presence, active listening, client preparedness, and presentation skills, • Experience managing and training team members, • Deep knowledge of financial planning, insurance, retirement savings vehicles, • Expert proficiency in eMoney software, • CFP designation required

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment, • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: • Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job DescriptionWealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field. What We’re Looking For:What makes THIS role and advisor opportunity unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: • Entrepreneurial Spirit, • Intellectual Curiosity, • High Emotional Quotient ("EQ"), • Determination and Relentless Drive for Success, • Spirit of Generosity in Working With and Within Their Community, • Excellent Interpersonal and Communication Skills, • Structure and Discipline ...and the following qualifications: • An existing network that can be continuously cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors, • Comfortable interacting with individuals of significant wealth, • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Trustworthiness and personal integrity that is beyond reproach, • A passion for investing and for people Who We Are:Our client advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. Specializing in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.The firm is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. What We Stand For: TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model. INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes. TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service. EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly. COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals. RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us. Our Market-Leading Training Program:The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at the firm including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers. Base Salary Range: $115,000 to $180,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation,which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.

Job Description COMPANY OVERVIEW We are a commercial finance company specializing in providing capital solutions to small and mid-sized businesses across the United States. Our team of Private Credit Advisors works directly with business owners to assess their financing needs and connect them with appropriate lending products including term loans, lines of credit, equipment financing, and working capital solutions. POSITION SUMMARY We are seeking results-driven Account Executives to join our private credit division. This is a full-cycle sales role focused on outbound business development and client relationship management. Account Executives are responsible for prospecting small and mid-sized businesses, conducting needs assessments, presenting financing solutions, and managing the sales process through close. This is a performance-based, Salary plus commisson Top performers in this role earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 in annual earnings. Requirements KEY RESPONSIBILITIES Business Development & Prospecting • Execute high-volume outbound calling campaigns (300-600+ attempts daily) using company-provided power dialer technology, • Identify and qualify small and mid-sized businesses requiring commercial financing solutions, • Build and manage a robust sales pipeline through consistent daily prospecting activity Sales & Client Management • Conduct discovery calls to assess business financing needs and capital requirements, • Present tailored financing solutions aligned with client business objectives, • Collaborate with processing team and senior advisors to structure and close transactions, • Maintain accurate records of all sales activities and client interactions in CRM system Relationship Development • Develop long-term relationships with funded clients to generate repeat business, • Build referral partnerships with clients, accountants, attorneys, and business networks, • Create a book of recurring clients that generates predictable revenue streams Performance & Growth • Meet or exceed monthly and quarterly performance metrics, • Participate in ongoing training and professional development programs, • Qualify for merit-based commission rate increases based on performance milestones, • For top performers: Opportunities to mentor junior advisors and eventually lead sales teams COMPENSATION & EARNINGS STRUCTURE Commission Structure: Competitive rates on all funded deals Earnings Potential: • Year 1: $60,000-$150,000 (typical ramp period), • Years 2-3: $150,000-$400,000 (with established book of business), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors (Team Leaders): $1,000,000+ annually Additional Compensation: • Merit-based commission rate increases tied to performance milestones, • Monthly and quarterly performance reviews with potential bonuses, • Residual income opportunities from repeat client relationships, • Leadership bonuses for advisors who advance to team management roles WHAT WE PROVIDE Training & Development • Comprehensive onboarding program covering commercial lending products, underwriting fundamentals, and sales methodology, • Ongoing training in objection handling, closing techniques, and advanced sales strategies, • One-on-one mentorship from veteran advisors earning $400,000+ annually Technology & Tools • Power/parallel dialer system with integrated lead management, • CRM platform with full training and support, • Data enrichment and lead intelligence tools, • Communication and productivity software suite Operational Support • Full back-office processing team handles all loan applications and underwriting, • Deal structuring support from senior advisors during ramp period, • Senior advisors assist with deal closing while new Account Executives develop skills, • Administrative support for documentation and compliance Career Development • Clear performance-based advancement path, • Regular one-on-one coaching sessions, • Weekly team strategy and training calls, • Leadership development program for high performers REQUIRED QUALIFICATIONS Essential: • Demonstrated ability to thrive in a high-activity, outbound sales environment, • Strong communication skills with ability to build rapport with business owners, • Self-motivated with proven ability to work independently without direct supervision, • Resilience and ability to handle rejection professionally, • Commitment to following established sales processes and best practices, • Reliable home office setup with high-speed internet connection, • Legal authorization to work in the United States Preferred: • 1-3 years of B2B sales experience (SDR, BDR, or Account Executive roles), • Previous experience in financial services, lending, or fintech, • Track record of meeting or exceeding sales quotas, • Experience with CRM systems (Salesforce), • Familiarity with SMB markets and business operations IDEAL CANDIDATE PROFILE Our most successful Account Executives typically possess: • High activity tolerance: Comfortable making 300+ outbound calls daily, • Competitive drive: Motivated by performance metrics and leaderboard rankings, • Entrepreneurial mindset: Approach the role as building their own business, • Coachability: Willing to implement feedback and follow proven systems, • Long-term orientation: Understand that building a sustainable book of business requires consistent effort over 6-12 months, • Professional maturity: Ability to represent the company with integrity and professionalism POSITION REQUIREMENTS & EXPECTATIONS Activity Expectations: • Minimum 300-600 outbound calls per day (approximately 1500-3000 attempts per week), • Consistent daily prospecting activity regardless of current pipeline status, • Regular CRM updates and pipeline management, • Participation in required training sessions and team meetings Performance Timeline: • Months 1-4: Focus on training, skill development, and initial deal flow (with mentor support), • Months 5-7: Establish consistent production and develop repeat client relationships, • Months 8-12: Begin closing deals independently while building pipeline momentum, • Year 2+: Leverage established book of business for predictable, compounding income Important Considerations: • No benefits package (health insurance, paid time off, retirement contributions), • Income is variable and directly tied to individual sales performance, • Initial ramp period typically requires 3-6 months before consistent income is achieved, • Success requires significant personal discipline and time management GROWTH & ADVANCEMENT OPPORTUNITIES Merit-Based Progression: • Tiered commission structure with higher rates at performance milestones, • Quarterly reviews with opportunity for rate increases based on production, • Recognition programs for top monthly and quarterly performers Leadership Track (Top Performers Only): • Opportunity to mentor and coach junior advisors, • Potential to build and lead sales teams, • Additional compensation structure for team leadership and development, • Senior Advisor designation with enhanced commission splits APPLICATION PROCESS Interested candidates should be prepared to discuss: • Previous sales experience and performance metrics, • Approach to high-volume outbound prospecting, • Understanding of commission-based compensation structures, • Long-term career goals and income objectives, • Ability to commit to the activity requirements and ramp period Must be in the office, no remote available. Looking for an immediate hire. Benefits This role is designed for sales professionals who prefer performance-based compensation over traditional salary structures. It requires significant outbound prospecting effort, particularly in the first 6-12 months. However, advisors who commit to the process and build a strong book of business create substantial long-term income potential. We are looking for professionals who view this as a multi-year career opportunity rather than a short-term position. The most successful advisors treat this role as building their own business within our platform, leveraging our infrastructure, support, and resources to maximize their earning potential. Apply today and take the first step toward a career without limits. High Rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

Job Description Incisive. Inclusive. Invested. We’re Axinn. Experienced, tenacious, and always trial-ready, we are committed to understanding complex legal challenges that impact the future of our clients' businesses, globally. Focusing on antitrust, intellectual property, and high-stakes litigation, our extensive teams in the U.S. possess deep knowledge and client-side experience across a range of sectors, including technology, healthcare, life sciences, and consumer products. At Axinn, inclusivity is central to who we are. We have a purpose that goes beyond profit, which includes fostering a fair, welcoming workplace and supporting the communities where we live and work. We actively recognize talent and promote opportunities for all team members. By embracing the unique experiences and perspectives of our people, we fuel creativity and deliver results for our clients. The Firm’s Manager of Information Security is responsible for establishing and leading a comprehensive, enterprise-wide information security program that safeguards the firm’s data, systems, and client information. This role provides strategic direction to ensure the confidentiality, integrity, and availability of information assets across the firm’s technology and business operations. The position partners closely with executive leadership, IT, legal stakeholders, and business leaders to align security initiatives with organizational objectives, risk tolerance, and regulatory obligations. The Manager of Information Security drives the development of policies, frameworks, and governance structures that support compliance with client requirements, industry standards, and evolving regulatory expectations. Serving as a trusted advisor to firm leadership, this role oversees security strategy, risk management, and program maturity, while fostering a culture of security awareness across the firm. The position also leads and develops security personnel, ensuring effective execution through strong delegation, oversight, and continuous improvement, enabling the firm to proactively respond to an increasingly complex threat landscape.Duties and Responsibilities: • Establish and lead the firm’s enterprise information security program, ensuring alignment with business strategy, regulatory requirements, and client confidentiality obligations, • Define and maintain a comprehensive governance framework, including security policies, standards, and procedures that support firm-wide risk management objectives, • Develop and report on key risk and performance metrics, providing regular updates and strategic insights to executive leadership and stakeholders, • Direct the identification, assessment, and mitigation of cybersecurity risks, ensuring a proactive and risk-based approach to protecting firm assets, • Oversee incident response strategy and execution, ensuring timely investigation, containment, remediation, and executive-level reporting, • Champion organizational readiness through the development of incident response playbooks and leadership of regular tabletop exercises, • Ensure ongoing compliance with applicable frameworks and obligations (e.g., NIST, ISO, HIPAA), as well as evolving client security requirements, • Lead firm-wide security awareness and training initiatives to foster a strong culture of security across attorneys and business staff, • Provide strategic oversight of security technologies and platforms, ensuring effective capabilities, integration, and return on investment, • Partner with IT, Legal, Compliance, and business leaders to embed security into operations, third-party risk management, and cloud strategy, • Oversee enterprise risk assessments and remediation programs, communicating priorities, progress, and outcomes to senior leadership, • Build, lead, and develop a high-performing information security team, including mentoring, performance management, and capability growth, • Perform other leadership duties as required to support the firm’s security and risk management objectives Education • Bachelor’s degree in Computer Science, Information Technology, Cybersecurity, or a related field; Master’s degree in Information Security, Business Administration, or a related discipline strongly preferred., • Advanced security certifications highly desirable (CISSP, CISM, CISA, CRISC, CCSP)., • Ongoing professional development in cybersecurity, risk management, or leadership is highly valued. Experience: • Minimum of 10 years of progressive experience in information security, IT risk management, or cybersecurity leadership roles., • Proven track record leading enterprise-wide security programs, aligning cybersecurity strategy with organizational goals., • Extensive experience overseeing incident response, vulnerability management, and compliance initiatives at scale., • Demonstrated ability to manage and mentor multi-level security teams, including managers and senior analysts., • History of influencing executive leadership and participating in strategic planning for enterprise risk management., • Experience with budget planning, vendor management, and cross-functional security initiatives. Skills and Competencies: • Deep knowledge of enterprise security frameworks and standards (ISO/IEC 27001, NIST CSF, CIS Controls, SOC 2) and regulatory compliance requirements., • Strategic oversight of security architecture, risk assessment, incident response, and threat intelligence programs., • Exceptional leadership, organizational, and project management skills with the ability to drive complex, multi-team initiatives., • Excellent communication skills, capable of translating complex security concepts and risk assessments for executive leadership and boards., • Strong business acumen, with the ability to balance security priorities against operational and financial considerations., • Demonstrated ability to foster a security-conscious culture across all levels of the organization., • Experience evaluating emerging threats, technologies, and vendor solutions to inform enterprise security strategy and investments. Benefits At Axinn, we offer market competitive wages and generous benefit options to our valued employees. This includes, but is not limited to, the following: • Competitive starting pay and annual discretionary bonus and raise eligibility, • Generous paid time off benefits (vacation, personal days, holidays, and sick leave), • Firm paid short and long-term disability, plus life and accident insurance, • 401(k) Profit Sharing Plan and Cash Balance Retirement Plan with generous employer contributions (please ask for further details re: eligibility requirements), • Comprehensive medical, dental, and vision insurance options, • Flexible spending and health savings accounts (medical plan dependent), • Firm paid comprehensive Employee Assistance Program (EAP), • Student loan refinancing discounts, • Lifestyle reimbursement program, • Hybrid remote work schedules are available for most employees (per current policy, in-office presence is required at least 3-days per week and fully remote roles are not available) Position Details This is a full-time, benefits eligible, exempt level position. Final rate of pay and title will be commensurate with the incumbent’s experience, with a targeted hiring range of $160,000 - $225,000 (the upper range reserved for highly qualified applicants). This position is currently available in either our NY, CT, or DC office locations. Axinn is an equal employment opportunity employer and is committed to creating an environment that draws upon the strength of the diversity of its workforce to achieve excellence in the Firm's field and beyond

Job Description Who is Credible? Credible is a leading U.S. consumer finance marketplace, transforming the way consumers access and compare financial products. We operate at a consumer and enterprise level. On the consumer side, we help millions of people make smarter financial decisions by comparing personalized, pre-qualified offers across student loans, personal loans, mortgages, credit cards, and insurance — all without impacting their credit score. On the enterprise side, we power financial product comparison and distribution through deep integrations and partnerships with lenders, insurance carriers, and financial institutions, as well as providing marketplace technology and capabilities to third-party partners and distribution channels. About the Role The Senior Manager - Financial Reporting and Accounting reports to the VP of Accounting and plays a key role in overseeing the company's financial reporting cycles. This position ensures the timely, accurate, and compliant preparation of monthly, quarterly, and annual financial reports in accordance with GAAP and internal control standards. The ideal candidate is a strategic and hands-on leader with a strong technical accounting background, deep knowledge of financial reporting requirements, and the ability to manage and improve accounting processes. This person is proactive, adaptable, and driven to foster continuous improvement across the accounting function. Responsibilities • Oversee the financial close and reporting process, ensuring timely and accurate GAAP-compliant financial statements and management reports., • Lead the preparation and review of monthly, quarterly, and annual reports, including variance analyses and key performance metrics., • Review and approve journal entries, account reconciliations, and supporting documentation to ensure accuracy and compliance with company policies and controls., • Continuously evaluate and enhance accounting operations, strengthen internal controls, and ensure adherence to compliance standards., • Implement new technical accounting standards and maintain appropriate documentation of accounting positions and policies., • Prepare and review audit schedules, coordinate with external auditors, and respond to audit inquiries promptly., • Oversee timely completion of statutory and regulatory filings, including tax returns, financial reporting packages, and other compliance submissions., • Partner with FP&A to align management reporting with external financial results, ensuring consistency and transparency., • Manage or support ad hoc projects such as system implementations, process automation initiatives, and special financial analyses. Education & Experience • Bachelor's degree in Accounting (required); CPA or CA preferred., • Minimum of 7 years of combined public and private accounting experience (Big 4, SEC-registered public company, or pre-IPO environment)., • Proven hands-on experience across major accounting processes (A/P, A/R, Payroll, Cash Management, Fixed Assets)., • Direct involvement in financial close, financial reporting, and management reporting cycles., • Experience with external audits, including preparation of PBCs and supporting schedules., • Knowledge of multi-state payroll and experience with Xero, ADP, and Workday preferred., • Proficiency in Excel, Word, Google Workspace, and PowerPoint., • Strong analytical, problem-solving, and critical thinking skills., • Exceptional attention to detail with the ability to manage multiple priorities effectively., • Highly organized, self-motivated, and a collaborative team player capable of working independently. Pursuant to state and local pay disclosure requirements, the pay ranges for this role, with final offer amount dependent on education, skills, experience, and location, are listed below. This role is also eligible for an annual discretionary bonus, various benefits, including medical/dental/vision, insurance, a 401(k) plan, paid time off, and other benefits in accordance with applicable plan documents. View more details about Credible Benefits For high cost of labor markets such as but not limited to New York City and San Francisco:$128,000—$179,000 USDFor all other US locations:$111,000—$163,000 USDWhy work at Credible? We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we're the friend you always wish you had in finance. We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we'll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law.

Job Description The salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills, and expertise. Hybrid: 4 days in office/1 day remote Join UP! We are lighting the path home, one person at a time. About Urban Pathways Since 1975, Urban Pathways has engaged New York City’s most vulnerable residents, people on the streets or in areas unfit for human habitation, “lighting the path home, one person at a time.” Urban Pathways is a catalyst for transformative change in the lives of unhoused adults, empowering them to discover their inherent strengths and abilities. We provide essential support and foster an environment where individuals can redefine their narratives and become their best selves. Job Summary Reporting to the Chief People & Culture Officer, the Human Resources Director serves as a trusted advisor to senior leadership and provides leadership across compensation, employee relations, workforce planning, organizational development, compliance, and strategic HR initiatives. The HR Director is a strategic and operational leader responsible for supporting the execution of the organization’s people strategy while ensuring effective day-to-day human resources operations. The HR Director has a critical role in assisting with translating organizational goals into actionable people strategies and operational plans that strengthen culture, improve employee engagement, support retention, and enhance organizational effectiveness. This role requires a collaborative leader who can balance strategic thinking with operational execution and who brings innovative ideas to improve systems, processes, and workforce outcomes. The HR Director will be an active listener, provide high-quality customer service, and respond by exhibiting cross-cultural awareness with the ability to promote and contribute to an equitable and inclusive anti-racist organizational culture and environment. Key Responsibilities & Essential Functions Strategic Human Resources Leadership • Partner with the Chief People & Culture Officer to operationalize the organization’s People & Culture strategic plan and workforce priorities., • Lead HR-related strategic initiatives and ensure alignment between organizational goals and human capital strategies., • Develop implementation plans, timelines, measurable outcomes, and accountability structures for HR initiatives., • Identify opportunities for innovation, process improvement, workforce optimization, and culture enhancement., • Present recommendations, workforce insights, and HR trends to senior leadership to support informed decision-making., • Participate in cross-functional leadership meetings and organizational planning discussions. Compensation & Workforce Planning • Manage the organization’s compensation structure, salary administration practices, and compensation-related projects., • Lead compensation analysis initiatives, including internal equity reviews, market benchmarking, salary structure evaluations, and pay practices., • Partner with Chief People & Culture Officer, Finance and leadership teams on compensation planning, budgeting, and workforce cost analysis., • Support the development and administration of compensation philosophies, promotional increases, salary adjustments, and retention strategies., • Ensure compensation practices remain competitive, equitable, fiscally responsible, and compliant with applicable laws and regulations. Employee Relations & Performance Management • Lead and manage employee relations matters, including workplace concerns, investigations, conflict resolution, corrective action, and performance-related issues., • Provide guidance and coaching to managers and supervisors regarding employee performance, documentation, accountability, and staff development., • Promote fair, consistent, and compliant employment practices across the organization., • Support leadership in fostering a culture of professionalism, collaboration, inclusion, accountability, and respect., • Identify organizational trends impacting morale, engagement, retention, or workplace culture and recommend proactive solutions. Organizational Development & Culture • Support initiatives that strengthen employee engagement, retention, leadership development, succession planning, and career growth., • Collaborate with leadership to implement staff wellness, recognition, and employee experience initiatives., • Assist in developing workforce development strategies that align with organizational growth and operational needs., • Promote a positive organizational culture rooted in the organization’s mission, values, and commitment to inclusion. Policy, Compliance & HR Operations • Ensure compliance with federal, state, and local employment laws and HR best practices., • Support the review, development, and implementation of HR policies, procedures, and operational standards., • Monitor HR metrics, workforce trends, turnover data, vacancy trends, and retention outcomes to support strategic planning., • Partner with HR team members to strengthen HR systems, workflows, reporting, and operational efficiencies., • Ensure appropriate documentation, confidentiality, and risk mitigation practices are maintained. Leadership & Collaboration • Serve as a strategic advisor and thought partner to senior leadership., • Partner cross-functionally with program, HR, and development teams., • Build strong partnerships with operational leaders to align people practices with service delivery and organizational priorities., • Mentor and support HR staff and contribute to a collaborative and solutions-oriented HR team environment fostering a culture of accountability, collaboration, and excellence., • Lead projects and initiatives independently while managing competing priorities in a fast-paced environment., • Promote a culture of equity and inclusion throughout financial operations and organizational practices. Performs all other duties as assigned and as required. Qualifications, Education and Experience • Bachelor’s degree in Human Resources, Business Administration, Organizational Leadership, or related field required., • Master’s degree preferred., • Minimum of 7–10 years of progressive human resources experience, including leadership-level responsibilities., • Strong experience managing employee relations, compensation programs, workforce planning, and organizational initiatives., • Experience supporting senior leadership and translating strategic goals into operational HR plans., • Experience in nonprofit, social services, or multi-site environments preferred. Skills & Competencies • Strong knowledge of employment laws, HR best practices, compensation strategy, and employee relations practices., • Demonstrated ability to be strategic while executing operationally., • Excellent leadership, communication, interpersonal, and relationship-building skills., • Strong analytical and problem-solving abilities with experience using workforce data to support decisions., • Ability to manage sensitive and confidential matters with professionalism and sound judgment., • Ability to coach and advise leaders across multiple levels of the organization., • Strong project management and organizational skills with the ability to manage multiple priorities simultaneously., • Ability to develop innovative solutions and operationalize organizational initiatives effectively., • Collaborative, inclusive leadership approach with strong interpersonal skills., • Bi/Multi-lingual a plus. Preferred Certifications • SHRM-CP, SHRM-SCP, PHR, or SPHR preferred. Capabilities • May be required to work a flexible schedule including weekends, holidays, and evenings., • Ability to sit, stand, walk, bend, stoop, push, pull, lift (up to 25 lbs.)., • Desire to perform the essential functions of this job., • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Urban Pathways offers a comprehensive benefits package designed to support the well-being and professional growth of our employees. These benefits include: • Healthcare Coverage: Medical, dental, and vision insurance plans to keep you and your family in good health., • Retirement Savings: A 403(b) plan and a 401(a) with employer annual contribution to help you plan for a secure financial future., • Paid Time Off: Generous paid time off, including vacation, holidays, and personal days., • Professional Development: Opportunities for continuous learning and professional development to enhance your skills and advance your career., • Flexible Work Arrangements: Work-life balance is important to us, and we offer flexible work arrangements to accommodate your needs., • Wellness Programs: Employee wellness programs, including fitness initiatives and mental health support., • Employee Assistance Program (EAP): Confidential counseling and support services for personal or work-related issues., • Employee Recognition: Recognition programs to celebrate and reward outstanding contributions.

Job Description Title: Tax Director/Partner, Consumer Products Department: Tax – Consumer Products Group Supervises: Senior Managers Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are seeking an experienced Tax Director or a Partner specializing in the Consumer Products Industry at Anchin. This is a senior leadership role for a seasoned tax professional with deep expertise in tax planning and compliance for businesses in the consumer products industry, including manufacturers, distributors, and retailers. The ideal candidate will combine technical excellence with strong business development skills and the ability to mentor and grow a high-performing team. RESPONSIBILITIES: • Serve as a strategic advisor to clients in the consumer products industry, delivering innovative tax planning and compliance solutions., • Oversee preparation and review of federal, state, and local tax returns for Corporations, Partnerships, and individual shareholders/partners., • Address complex tax issues such as inventory accounting, sales and use tax, state nexus, and multi-state filings., • Develop and implement tax strategies to minimize liabilities and optimize tax positions for clients., • Advice on tax implications of business transactions, mergers, acquisitions, and restructuring within the consumer products sector., • Stay current on tax law changes impacting consumer products businesses and communicate updates to clients and internal teams., • Mentor and develop tax professionals at all levels, fostering a culture of technical excellence and collaboration., • Drive growth of the Consumer Products practice through market-facing initiatives, networking, and thought leadership., • Identify new business opportunities and expand relationships with existing clients., • Represent Anchin at industry events and conferences to enhance visibility and attract new clients. Qualifications: Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • CPA required. Experience: • 10+ years of progressive tax experience in public accounting, with significant exposure to the consumer products industry., • Proven track record in tax planning, compliance, and advisory for complex entity structures., • Strong technical knowledge of federal, state, and local tax laws., • Excellent leadership, communication, and client relationship management skills., • Ability to develop and execute business development strategies., • Proficient in using tax software and Microsoft Office applications. Compensation: • Competitive annual salary in the range of $220,000 to $500,000+, based on the individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of experts to identify planning and investment strategies. · Complete required training, performance goals and continuing education requirements. · Acquire clients through individual marketing techniques. Required Skills · Proven ability to engage and influence a full range of individuals. · Extraordinary interpersonal and relationship building skills. · Effective communication skills with the ability to build trust with clients. · Demonstrated ability to assess the needs of clients and recommend suitable solutions. Qualifications · A 4 year Bachelor’s Degree. · Knowledge of the Financial Advisor role. · Proven track record of success. · 3+ years of financial advising experience. · Life/Health Insurance licensed. · Series 65 or 66 license is required. · A book of business is a plus.

Job Description We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers to deliver financial plans, investment advice and potentially basic estate planning to clients of the firm. This role is ideal for a motivated advisory professional with 2–5 years of experience who is working toward, or has earned, the CFP® or CIMA® designation and aspires to develop into a lead advisor and future partner. This position offers meaningful client interaction, exposure to complex planning scenarios, and a clearly defined career path within a collaborative, growth-oriented firm. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client‑owned firm, Aspiriant is built on deep relationships, sophisticated advice, and a strong culture of collaboration, integrity, and stewardship. Our advisors work in multidisciplinary teams to deliver customized investment management, wealth planning, and family office services. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Team‑based advisory model with access to deep internal expertise, • Clear career progression toward Lead Advisor and firm ownership, • Competitive compensation with performance-based incentives, • Support for professional credentials and continuing education, • Strong emphasis on culture, collegiality, and work‑life integration, • Client‑owned firm aligned with long‑term decision‑making, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: • Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management, • Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management, • Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals, • Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions, • Support business development efforts, including referrals, prospect meetings, and relationship expansion, • Continuously enhance technical expertise and professional credentials, • Proactively recognize client issues, propose solutions, and add insight to analysis., • Software skills: Powerpoint, eMoney, Salesforce, Black Diamond, • Have a strong desire to develop business for the growth of the firm Career Path Aspiriant is an ownership‑oriented firm. This role is structured for individuals who aspire to become trusted advisors, leaders, and future Principals of the firm. Advancement is based on demonstrated excellence in client service, technical expertise, leadership, and alignment with Aspiriant’s values. Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Strong understanding of investment management, portfolio construction, and financial planning fundamentals Skills: • Experience working with high‑net‑worth individuals and families, • Excellent interpersonal and communication skills with a client‑first mindset Abilities: • High level of professionalism, integrity, and attention to detail, • Entrepreneurial mindset with interest in long‑term partnership opportunities, • MUST be a self-starting individual who takes responsibility for his/her work and diligently sees projects through to successful conclusion while maintaining a high level of communication with team members Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • 2–5 years of experience in wealth management, financial planning, or an RIA environment, • CFP® or CIMA® designation completed or vigorously in progress, • Bachelor’s degree required Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job DescriptionSalary: 110,000-125,000 Our Investment Operations Specialist will play a critical role supporting one of our top financial advisor teams and providing highquality advisory services to clients. Working closely with an NMIS Financial Advisor and the Home Office, you will help prospect, prepare, maintain, and service Signature Portfolio advisory accounts. AFAs are trusted contributors who must be licensed, qualified, and accountable particularly because they support work that directly impacts client relationships and regulatory compliance. Your Day in the Life Support • Manage case notes, client correspondence, and client case files; file performance reports, account forms, and other advisory documentation., • Maintain the financial representatives calendar, schedule client appointments, and attend followups as needed., • Respond to home office account inquiries and coordinate with internal teams., • Maintain annual review notes in Envestnet and prepare/mail annual review letters to clients., • Monitor and stock marketing and Signature Portfolio program materials., • Track industry trends and research to support advisor recommendations., • Ensure all NMIS Compliance requirements are implemented and followed. Proposal & Case Preparation • Prospect for potential advisory clients on behalf of the employing financial advisor., • Gather and prepare information for advisor meetings with clients and prospects., • Prepare advisory annual review materials and planning analyses., • Draft and modify investment/advisory proposals, letters of instruction, investment policy statements, needsbased analyses, and financial plans., • Recommend fund portfolio options aligned with client objectives and program guidelines. Processing Accounts • Prepare and process all paperwork required to open and maintain investment/advisory accounts., • Monitor funding and asset transfers to ensure the selected asset allocation is implemented., • Identify when switch letters are required and mail appropriate forms to clients., • Discuss potential rollover opportunities from other retirement plans for variable and mutual funds and coordinate next steps., • Receive and forward checks and related paperwork to Investment Operations., • Process proposal amendments and monitor Envestnet for alerts and upcoming annual reviews., • Administer advisory accounts according to program procedures and regulatory requirements. Advisory Client Meetings • Participate in factfinding meetings and conduct existing advisory client reviews., • Complete risk tolerance (personal profile) questionnaires with clients., • Recommend and modify proposals and advisory accounts based on client reviews., • Support client meetings for financial or investment plan development and present materials as directed by the advisor. Client Service • Correspond with clients to resolve advisoryrelated service issues and provide technical explanations of investment plans., • Contact clients on behalf of the financial advisor to develop advisory plans and explain advisory products or performance., • Accept redemptions/withdrawals and communicate client instructions to the home office., • Discuss tax consequences, costs, and advisory fees with clients as appropriate., • Maintain a daily tickler system for followups and service requirements., • Perform cashiering functions and run performance reports in Envestnet, Morningstar, and NMCIR. Other Responsibilities • Support onboarding and ongoing training requirements for advisory programs., • Help prepare and deliver marketing materials and presentations when needed., • Maintain strict confidentiality and professional conduct at all times., • Be willing to learn, adapt to change, and work in a fastpaced environment. Qualifications • Associate Financial Advisor contract required., • Series 6 (or Series 7 for certain products) and Series 63 required., • Health and Life license required or must be obtained within six months of employment., • Must hold one of the following insurance designations: CLU, ChFC, CLTC, or CFP., • One to two years of securities experience required; industry experience with investment advice preferred., • Completion of home office Signature advisory training required., • Financial services or insurance industry experience preferred., • Proficiency with Microsoft Office applications and data entry/information retrieval software., • Excellent oral and written communication skills, active listening, and the ability to explain complex ideas clearly., • Strong attention to detail and ability to deliver work with a high degree of accuracy., • Ability to manage multiple projects and assignments in a timely and organized manner., • Demonstrated ability to build and maintain effective client relationships., • Ability to work independently and collaboratively as part of a team., • Commitment to confidentiality, compliance, and professional standards. If you are a detailoriented professional with the required licenses and a desire to support clientfocused advisory services, this role offers meaningful client exposure and the opportunity to grow within our advisory teams.

Job Description Title: Director/Partner, Client Accounting Services (CAS) Department: Client Accounting Services (CAS) Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are looking for a growth-oriented, strategic Director or Partner to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients. RESPONSIBILITIES: • Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach., • Develop tailored proposals, pricing models, and engagement scopes to win new business., • Build and maintain a strong personal and professional brand within the market and community., • Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice., • Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service., • Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor., • Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis., • Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts., • Ensure timely, accurate, and value-added reporting and insights for all client deliverables., • Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff., • Implement efficient and scalable workflows, leveraging cloud-based technology and automation., • Maintain quality control over deliverables and ensure compliance with applicable accounting standards., • Contribute to overall firm leadership, including internal initiatives, training, and process improvements. QUALIFICATIONS: Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • CPA highly preferred. Experience: • 10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services., • Proven ability to generate new business, grow client accounts, and build long-term relationships., • Strong financial acumen and advisory experience with small to mid-sized businesses., • Proficiency with cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Bill.com, Expensify, etc.)., • Entrepreneurial mindset with excellent communication, negotiation, and presentation skills., • Strong leadership presence and ability to mentor and grow a dynamic team. Compensation: • Competitive compensation in the range of $200,000 - $500,000+ based on the individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, even requiring some personal sacrifice, promotes a sense of urgency., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively, responds to requests in a timely and professional manner., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally, builds effective working relationships and interacts courteously., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Job Description We offer a hybrid work environment. Most US-based positions can also be performed remotely (any exceptions will be noted in the Minimum Qualifications below.) Our Mission: To actively connect people to their next great opportunity. Who We Are: ZipRecruiter is a leading online employment marketplace. Powered by AI-driven smart matching technology, the company actively connects job seekers with millions of businesses of all sizes through innovative mobile app, web, and email services, as well as partnerships with the best job sites on the web. ZipRecruiter has the #1 rated job search app on iOS & Android. Summary of Job: The Product Strategist works as a strategic partner with assigned Enterprise sales teams throughout the client lifecycle to accelerate sales revenue growth. This individual will focus on our SIA Top 20 accounts, help shape account and sales strategy, and act as a force multiplier for sales by bringing clarity, structure, and conviction to complex enterprise conversations. Key Focuses: Strategic Narrative and Storytelling • Craft and deliver a clear, compelling narrative that supports the business strategy—not just what the data says, but what the story should be., • Pivot effectively when conversations or customer narratives go off course, redirecting toward outcomes that support long-term business goals., • Prepare and present data-driven narratives that communicate performance outcomes and business impact to internal and external stakeholders., • Surface and articulate business, product, and strategy gaps openly and constructively, reinforcing a team-based selling motion. Customer & Market Leadership • Serve as a trusted advisor to senior customer stakeholders, maintaining a professional presence while navigating complex enterprise dynamics., • Provide subject-matter expertise for client presentations, demos, and training sessions., • Speak with authority to audiences ranging from frontline recruiters to C-suite executives, tailoring messaging without losing strategic coherence., • Navigate high-negotiation buyer environments with confidence, proactively identifying leverage points and selling angles in every interaction. Internal Partnership & Influence • Act as a trusted advisor to leadership, handling sensitive information with discretion and understanding what should and should not be shared broadly., • Partner closely with Sales and Customer Success teams, straddling both motions when needed to support account health and expansion., • Support new business proposals and renewal strategies by contributing product insights and performance recommendations., • Push reps to operate with intention—forcing clarity around account plans, deal strategy, and next steps rather than allowing reactive execution., • Participate in weekly 1:1s focused on account strategy, rep strategy, and broader business strategy. Ownership & Decision-Making • Bring a strong Staffing Industry point of view, articulate it clearly, and advocate for it while remaining open to alternative decisions in service of what's best for the business., • Demonstrate resilience and thick skin in a highly negotiated sales environment, staying focused on outcomes rather than individual wins or losses., • Build tools, frameworks, or assets independently when gaps exist to support better selling and customer engagement. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Competencies: • Experience operating in enterprise or strategic account environments, • Comfortable balancing advisory influence with commercial accountability, • Strong executive presence and communication skills, • High tolerance for ambiguity and change, • Naturally collaborative with a bias toward ownership and accountability Travel Requirements: Ability to travel weekly, or about 50%, nationally Minimum Requirements: • 5+ years experience in a client-facing role with top SIA 100 accounts, • Proven track record of a consultative approach to selling, • Highly analytical and the ability to storytell using data, • Excellent communicator with strong skills to effectively listen, write, speak, educate, and persuade at all levels, • Expert problem solving backed by innate curiosity, • Adept at presenting strategy, communicating technical concepts to non-technical team members, and writing concise documentation, • Data-driven mindset to drive impactful client narratives and selling motions, • Proven ability to lead teams and work cross-functionally in a highly collaborative environment, • Strategic thinker with strong project management skills Preferred Experience: • Experience in Job-advertising or Digital-advertising industries highly favored, • Detail-oriented, organized, and strong time-management skills, • Ability to learn quickly, adapt to feedback, and work in a rapidly changing environment, • Easily builds rapport and establishes relationships with customers and colleagues, • Listens patiently, probing for and clarifying to get necessary details, • Excellent problem-solving skills working in ambiguity and limited direction 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 employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. As part of our team you'll enjoy: • Competitive salary, • Exceptional benefits package, • Flexible Vacation & Paid Time Off, • Employer-matched 401(k) plan Category: Sales & Biz Dev #LI-Remote The US base salary range for this full-time position is $125,000. Our salary ranges are determined by role, level, and location, and the range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location, role-related knowledge and skills, depth of experience, relevant education or training, and additional role-related considerations. Depending on the position offered, equity, bonuses, commission, or other forms of compensation may also be provided as part of a total compensation package, in addition to a full range of medical, financial, and other benefits. ZipRecruiter is proud to be an equal opportunity employer and provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or genetics. Privacy Notice: For information about ZipRecruiter's collection and processing of job applicant personal data for this job, please see our Privacy Notice at: https://www.ziprecruiter.com/careers/job-applicant-privacy-notice

Job Description Title: Audit Partner, Architecture, Engineering & Construction Department: Audit, Architecture, Engineering & Construction (AEC) Supervises: Directors Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Partner in Audit specializing in Architecture, Engineering, and Construction, you will be responsible for leading and managing audit engagements for clients within the AEC group. You will leverage your financial acumen, industry knowledge, and leadership skills to ensure the delivery of high-quality audit services. The role requires collaboration with cross-functional teams, effective client communication, and staying abreast of industry trends and regulations. RESPONSIBILITIES: • Lead and manage audit engagements for Architecture, Engineering, and Construction (AEC) clients, ensuring compliance with auditing standards and regulations., • Oversee and review audit work papers, financial statements, and related reports., • Cultivate and maintain strong client relationships, acting as a trusted advisor in financial matters., • Understand clients' business objectives and provide insights to improve financial performance., • Provide guidance and mentorship to audit teams, ensuring the delivery of high-quality services., • Collaborate with other partners and managers to foster a collaborative and efficient working environment., • Identify and assess risks associated with AEC engagements, developing strategies to mitigate these risks., • Ensure compliance with auditing standards, regulatory requirements, and firm policies., • Actively participate in business development activities, including client acquisition and relationship building., • Identify opportunities for expanding services to existing clients and pursuing new business opportunities within the AEC group., • Maintain a commitment to quality and excellence in audit services., • Conduct reviews of audit work papers and reports to ensure accuracy and adherence to professional standards. Qualifications: Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • CPA required. Experience: • 12+ years of extensive experience in auditing with a focus on Architecture, Engineering, and Construction (AEC) clients., • Strong understanding of financial reporting, accounting principles, and regulatory requirements., • Excellent analytical and problem-solving skills., • Excellent leadership, communication, and interpersonal skills., • Proven ability to manage multiple engagements and deadlines simultaneously. Compensation: • Competitive annual salary in the range of $250,000 to $500,000+, based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work., • Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management