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

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

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

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

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

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

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

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

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. This is a local, field-based opportunity serving businesses and clients in the surrounding area. You’ll have flexibility in how you manage your schedule while meeting with local business owners, prospects and clients throughout the community. Top-Notch Benefits Benefits include stock bonus program, bonus rewards and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • InternshipCompensation Expectations In the first year, benefits advisors are expected to earn $50,000 to $70,000. This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Schedule • Monday to FridayWork Location Multiple Locations Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

Job Description Senior Family Office Advisor Are you an experienced CPA or senior tax professional who wants to move beyond compliance work and spend more of your career helping clients make smarter, more strategic financial decisions? StaffBuffalo is conducting a confidential search for a growing financial advisory organization seeking a Senior Family Office Advisor, offering a $150,000–$180,000 base salary, profit sharing, and a long-term opportunity to progress toward partnership. This is an exciting opportunity for someone who has built deep technical expertise in tax but is ready to apply that knowledge in a more consultative, relationship-driven environment. As the Senior Family Office Advisor, you'll work with high-net-worth families, business owners, outside CPAs, attorneys, investment professionals, and other advisors to coordinate complex tax and financial strategies. The emphasis is on value-added advisory work rather than tax compliance, understanding how businesses, trusts, investments, and personal financial decisions interact and helping clients identify opportunities for tax savings, stronger structures, and better long-term financial outcomes. The Senior Family Office Advisor will manage strategic projects, bring the right internal and external professionals into client engagements, and serve as a trusted point of coordination across sophisticated financial relationships. This is also a growth-oriented position. The Senior Family Office Advisor will help develop strategic partnerships and referral relationships, contribute to M&A and acquisition opportunities, and support the continued expansion of a growing family office platform. There are no formal people-management responsibilities initially, but you'll take ownership of projects and help coordinate team members and professional partners as engagements require. This is a hybrid position with flexibility based on location and business needs. Preference will be given to candidates throughout the Northeast and Midwest, including New York, Pennsylvania, Massachusetts, Connecticut, New Hampshire, Ohio, Virginia, North Carolina, South Carolina, and surrounding states. Candidates should also be comfortable with minimal travel, generally occurring monthly or quarterly depending on client and business needs. Key Responsibilities • Advise high-net-worth families and business owners on complex tax, financial, entity, trust, and business planning matters, with an emphasis on strategic value rather than compliance., • Coordinate with outside CPAs, attorneys, investment professionals, and other advisors to develop and execute integrated client strategies., • Review complex tax and financial matters to identify planning opportunities, potential tax savings, structural improvements, and value-added recommendations., • Build trusted client relationships while managing strategic projects and coordinating the appropriate internal and external resources for each engagement., • Develop professional referral relationships and strategic partnerships that support continued client and organizational growth., • Contribute to mergers, acquisitions, and other growth initiatives by evaluating opportunities and helping integrate new relationships into the broader advisory platform., • Support complex family office needs involving business ownership, trusts, investments, estate considerations, and multi-generational wealth planning. Qualifications • Bachelor's degree in Accounting, Finance, or a related discipline; advanced education is a plus., • CPA strongly preferred, with significant tax and advisory expertise highly valued., • Approximately 7+ years of progressive experience within public accounting, tax advisory, family office, private wealth, or a related professional services environment., • Strong technical background in taxation, particularly involving high-net-worth individuals, business owners, trusts, pass-through entities, and complex planning matters., • Experience providing strategic planning and advisory services beyond traditional tax preparation and compliance., • Strong client-facing skills with the ability to explain complex financial and tax concepts clearly and confidently., • Experience coordinating projects and collaborating across accountants, attorneys, financial advisors, and other professional partners., • Growth-oriented mindset with an interest in developing referral relationships, identifying opportunities, and contributing to the expansion of the business., • Existing professional relationships or demonstrated business development experience would be highly valued but are not required. Benefits • $150,000–$180,000 base salary, depending on experience, • Long-term Partner Track opportunity, • 5%–10% profit sharing, • 401(k) with Safe Harbor employer match, • Employer-paid individual health insurance, • Employer contribution toward family health insurance, • 60% Long-Term Disability coverage, • Minimal travel, generally monthly or quarterly as business needs require, • Opportunity to join a growing organization with continued team expansion and acquisition activity The advertised pay range represents what we believe at the time of this job posting that our client would be willing to pay for this position. Only in special circumstances, where a candidate has education, training, or experience that far exceeds the requirements for the position, would we consider paying higher than the stated range. StaffBuffalo is an Equal Opportunity Employer and does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, gender, gender identity or expression, marital status, physical or mental disability, military status, or unfavorable discharge from military service. #INDCPA

Job Description Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales. As a Regional Vice President of Sales, you will be in a lucrative 100% sales-focused role without having to focus on service requirements—you will be provided qualified lead flow to eliminate cold calling, to put our client’s high-net-worth clientele first. ABOUT THE ROLE • Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed, • Call and close qualified leads of high-net-worth prospects that have expressed interest in investing with our client, who have assets of $500k or more to invest, • Meet with prospects to evaluate their personal situation and provide solutions, as well as educate prospective clients on the firm’s services, • Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios, • Report to the Director of Private Client Group Sales, who will provide the required resources you need to be successful within the sales process Requirements • 5 to 7 years or more of selling to stock market investors within the financial industry, • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents, • Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets, • Record of six-figure earnings in each of the past 3 years (pay for production compensation model) Benefits • Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more, • 100% paid medical, dental, and vision premiums for you and qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include: - Develop a high-quality wealth management practice that provides a personalized wealth management strategy. - Enhance and preserve relationships with key partners to boost client introductions and engagement. - Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. - Grow existing relationships through partnership referrals. - Tailor wealth management planning to meet client needs. - Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials - Series 7, 63, 65 (or 66) active and valid. - A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. - A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. - Demonstrated track record in new business development and client book management. - Proven experience in a team-oriented consumer bank setting. - Familiarity with servicing high-net-worth individuals. - Comfortable operating in a dynamic, entrepreneurial environment. - Bachelor's degree is preferred. Hours & Work Schedule - Hours per Week: 40 - Work Schedule: M-F (Branch Hours) Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Wealth Advisor strives to meet and exceed identified sales goals. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including, but not limited to, the budget, work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Hours and Work Schedule Hours per Week: 40 * Work Schedule: M-F Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This role is eligible for a $5,000 sign on bonus for candidates who are already fully licensed! Sign-on bonus eligibility applies to candidates who apply on or before December 31st. This position is fully remote and offers competitive incentive compensation on top of the base pay. The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook. In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts. What You Will Do: Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available. Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets. Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning. Implement Empower's conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps. Diligently manage time and pipeline to prioritize day based on customer's needs and likelihood of expanding relationship with Empower. Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed. Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed. Deliver on bi-monthly sales and conversation targets to earn incentive compensation. Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives. What You Will Bring: FINRA Series 7, 63, and 65 (or 66) registrations required. 3+ years of financial industry experience with demonstrated sales success required. Exceptional listening, verbal, and presentation skills. In-depth understanding of retail investment vehicles and qualified retirement plans. FINRA fingerprinting required. What Will Set You Apart: A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals. Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment. Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations. Team-first and customer-first mentality to preserve and enhance Empower's phenomenal culture and customer-centric values. * Exceptional organizational and interpersonal skills with a working knowledge of retirement plans. *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) * Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $70,000.00 - $92,500.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer - Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.* Job Posting End Date at 12:01 am on: 11-14-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (https://www.empower.com/the-currency) and sign up for Empower's free newsletter. Workplace Flexibility: Remote - Nationwide

Job Description EFPR is seeking an administrative assistant to join the team in our Buffalo Office. Candidates would be a part of a great work environment that offers career advancement opportunities, with flexible scheduling, and access to a multitude of benefits that the Firm offers. Job duties include, but are not limited to: · Creates new Financial Statements by using Microsoft Word and Excel. · Ensures Financial Statements are prepped and ready for the following year. · Links Excel spreadsheets formatting to Microsoft Word documents. · Creates and Modifies charts in Microsoft Word and Excel to support reports. · Provides direct support to Partners in response to client calls and inquires. · Updates and reviews client information utilizing the Firm’s systems and programs. · Supports other administrative roles in the firm based on need. The ideal candidate for this position is someone who is organized with exceptional attention to detail & accuracy, is proficient in Microsoft Office suite of products, has well developed communication skills, and can adapt to, and prioritize, quickly changing requirements. \nCompany Description Love where you work and grow your career at EFPR! The culture is people-driven at EFPR. Our focused yet flexible approach brings out the best in employees and promotes growth, learning and work-life balance. We seek a diverse mix of candidates and believe the ability to bring your personal experiences to work grows both the firm and individuals in new and exciting ways. Starting with your first day you will meet your career advisor who will bring experience, guidance and advocate your progression; all while meeting clients, taking on new projects and developing your skills and experience for a reputable local firm. For a list of our benefits and perks, vist here (https://efpradvisory.com/careers/perks-benefits/)! Love where you work and grow your career at EFPR!\r\n\r\nThe culture is people-driven at EFPR. Our focused yet flexible approach brings out the best in employees and promotes growth, learning and work-life balance. We seek a diverse mix of candidates and believe the ability to bring your personal experiences to work grows both the firm and individuals in new and exciting ways.\r\n\r\nStarting with your first day you will meet your career advisor who will bring experience, guidance and advocate your progression; all while meeting clients, taking on new projects and developing your skills and experience for a reputable local firm.\r\n\r\nFor a list of our benefits and perks, vist here (https://efpradvisory.com/careers/perks-benefits/)!

About the Company Renaissance Alliance Insurance Services is a leading, technology‑enabled financial services company reshaping how independent insurance agencies succeed. As the premier provider of business services, digital enablement, and risk‑transfer partnerships within the U.S. Property & Casualty insurance industry, we are built on trust, open collaboration, and a shared commitment to doing what’s right for our members, our partners, and one another. With nearly $7B in insurance premium under management, our continued national growth is driven by thoughtful innovation, strong relationships, and a belief that the best outcomes are achieved when diverse perspectives work together in service of a common purpose. About the Role We are seeking a Director, Member Success Partner who will build trusted relationships in our emerging agents markets with member agency leaders, driving engagement, platform utilization, and business growth while ensuring members fully realize the value of the Renaissance partnership. The ideal candidate is someone with a passion to support clients in a fast-paced, high-growth environment. Responsibilities • Serves as trusted advisor to agency leaders, helping them build scalable, efficient organizations capable of supporting long-term growth and profitability while deepening engagement and accelerating platform adoption to maximize the value of the Renaissance partnership., • Leads high-impact interactions with member agencies, including Partnership Reviews, annual business planning, and agency-carrier strategy sessions, aligning growth opportunities, performance objectives, and mutual accountabilities., • Acts as the primary advocate and coordinator for member agencies, partnering across Renaissance teams to proactively resolve issues, remove barriers, and deliver an exceptional member experience that drives retention, growth, and satisfaction., • Serves as host at Renaissance events, encouraging member attendance and participation., • Attends professional association, carrier, and industry educational and networking meetings as appropriate. Qualifications • Bachelor’s degree or equivalent in years of experience and training. Required Skills • Deep knowledge of property and casualty independent agency operations, including organizational structure, service and sales workflows, carrier management, market access, compensation and commission models, and agency financial performance., • Possesses excellent organizational skills to simultaneously manage several projects, provide successful outcomes, and accurately document all activity in a timely manner., • Confidently and effectively communicates with a professional demeanor through oral and written means with a diverse range of individuals both internally and externally., • Responsive to clients’ needs and fosters a positive experience through a clear understanding of a client’s situation, perception, and expectation. Client is the focal point of all decisions related to delivering products, services, and experiences to create customer satisfaction, loyalty and advocacy., • Relational - builds strong, trust‑based relationships through authenticity, empathy, and clear, respectful communication., • Adaptable - demonstrates adaptability by navigating ambiguity, shifting priorities, and evolving business needs with agility., • Resilient - shows resilience with a proactive, solutions‑oriented mindset; maintains focus and momentum through challenges., • Problem Solver - applies structured, analytical thinking to identify issues, evaluate trade‑offs, and deliver effective, practical solutions., • Knowledge of Microsoft Office applications required including Excel and PowerPoint. Preferred Skills • Knowledge of agency management systems such as Vertafore AMS360, Applied Epic and EZLynx is a plus. Equal Opportunity Statement Equal Employment Opportunity Statement Renaissance Alliance Insurance Services, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, parental status, pregnancy, political affiliation, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

At Qualfon, we are focused on delivering engaging interactions and positive experiences that leave a lasting impression. When you work here, you have the power to make each person’s life better. Our Mission is to help as many people as possible pursue their total vocation - as individuals and as members of society - by creating an ever-growing number of job opportunities as we strive to become the partner of choice for our clients • Further your education and earn a college degree through our Qualfon University program, • Free access to personal and professional support through the Qualfon care coaches program, • Medical, dental benefits, vision and life & accident insurance for full-time employees, • Paid time off, • Paid Training, • Employee discounts, • We lead by example to ensure our amazing team members and supervisors embrace and live the Qualfon Mission & Values Position Summary: The Payroll Manager is responsible for leading and overseeing end‑to‑end payroll operations for a large, multi‑state workforce in a fast‑paced, high‑turnover environment. This role ensures payroll accuracy, regulatory compliance, and timely execution while managing a team of Payroll Specialists. The Payroll Manager serves as a trusted advisor to cross‑functional partners and acts as the primary liaison with payroll vendors, driving operational excellence, process standardization, and continuous improvement across U.S. payroll operations. Benefits & Time Off: As a full-time position, Company benefits are offered in compliance with the Affordable Care Act (ACA), state and federal law, and Company policies. These benefits include Medical, Dental, Vision, Employee Assistance Program, Life and Accidental Death & Dismemberment, Short Term Disability, Long Term Disability, Accident, Critical Illness, Hospital Indemnity, Legal, Identity Protection, Pet Insurance, and 401k. Full-time employees are eligible to receive paid time off (PTO) benefits based on the Company’s current paid time off policies and in accordance with applicable state law. Further, Colorado residents are eligible for Paid Sick and Safety Leave, per applicable state law provisions and Company policy. All benefits are subject to any plan changes at the Company’s sole discretion. Compensation: this position will be paid on a salaried basis with a pay range between $80,000 - $90,000 annually depending on prior experience. This base pay is subject to all applicable statutory deductions and authorized withholdings as required by law. This base pay is also subject to any authorized deductions to contribute toward the employee’s portion of benefits premiums and/or 401(k) contributions. The Payroll Manager duties include but are not limited to: • Oversee end‑to‑end payroll operations, ensuring adherence to all applicable federal, state, and local payroll, wage and hour laws, and FLSA requirements., • Manage payroll inquiries and issue resolution, ensuring responses are timely, accurate, and compliant., • Review payroll‑related journal entries, reconciliations, and variance analyses to ensure financial accuracy and integrity., • Fulfill internal and external audit requests and support business partners through ad‑hoc reporting and routine payroll reconciliations., • Serve as the primary point of contact for payroll vendors and third‑party providers, including ADP and other external partners., • Conduct payroll and timekeeping audits, reconciliations, tax filings, and year‑end processes, including W‑2 preparation and related regulatory reporting., • Partner closely with the Person Office, Benefits, Finance, Operations, and other key stakeholders to support business decisions and provide expert payroll guidance on policy changes and compliance considerations., • Develop, document, and maintain payroll standard operating procedures (SOPs) and internal controls to support consistency, compliance, and audit readiness., • Drive process standardization and optimization across U.S. payroll operations by identifying opportunities for automation, simplification, self‑service, and the effective use of AI tools., • Lead/coordinate employee trainings in-person/via Teams for orientation and process adoption. Travel is required to various sites as needed., • Leverage digital tools, analytics, and reporting to enhance payroll efficiency, accuracy, scalability, and employee experience., • Lead, coach, and develop a team of Payroll Specialists, ensuring accountability, high performance, and professional growth in a high‑volume environment., • Responsible for resolving tax issues and payroll related reconciling items including working with ADP tax Services, taxing authorities, accounting, and ADP customer\technical support, • Maintain and process annual escheatment’s to various state entities Required Qualifications • 5+ years of payroll management experience, including direct people leadership., • Experience with SAP Employee Central Payroll (ECP) is required., • Extensive multi‑state payroll experience, with strong expertise in California and Pennsylvania payroll regulations., • Payroll Certification, CPP or FPC certification required., • High efficiency and advanced proficiency in Microsoft Excel and Microsoft Office applications., • In‑depth knowledge of Federal, State, and Local tax jurisdictions, wage and hour laws, and FLSA., • Hands‑on experience with UKG timekeeping systems., • Experience working with ADP SmartCompliance and post‑payroll services., • Proven ability to operate effectively in a fast‑paced, high‑turnover environment while supporting employees with varying skill levels. Desired Qualifications • 5+ years of Canadian/Quebec payroll experience., • Payroll implementation experience. Physical Requirements (Standard Office Environment) • Ability to sit for extended periods while working at a computer workstation., • Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment., • Ability to view and read information on a computer screen for prolonged periods., • Occasional standing, walking, bending, and reaching within the office environment., • Ability to communicate effectively in person, by telephone, and through electronic communications., • Ability to travel 5% – 10% EQUAL OPPORTUNITY STATEMENT QUALFON is an equal opportunity employer. QUALFON provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, national origin, age, disability, genetic information (including testing and characteristics), marital status, ancestry, status as a covered veteran, uniformed servicemember status and any other characteristic protected under applicable federal, state or local law. If you would like to fill out a Voluntary Self-Identification of Disability Form, please visit /join-us - https://qualfon.com/join-us/

Business Development Consultant (B2B Wholesale Insurance) BUI | St. Louis, Missouri BUI is looking for a business development professional who enjoys building relationships with financial advisors and helping them solve their clients’ insurance needs. This is an advisor facing, B2B sales role with an established insurance brokerage firm. You will develop your own territory, supported by experienced case design, underwriting, and advanced planning teams. Whether you’re an experienced external wholesaler, an internal wholesaler ready to build your own territory, or a life insurance agent who enjoys the business but wants a stable base salary and a market beyond your personal network, BUI offers the support to build lasting relationships with professional advisors. What you’ll do • Prospect consistently and develop relationships with financial advisors, RIAs, insurance professionals, employee benefits advisors, CPAs, and other professional partners., • Meet with advisors to understand their practices, identify opportunities, and show how BUI can support their clients., • Grow a territory through outbound calls, meetings, presentations, referrals, and follow-up., • Work with BUI’s case design, underwriting, and advanced planning teams to bring practical solutions to advisors., • Manage ongoing advisor relationships and help turn initial opportunities into long-term partnerships., • Track activity, opportunities, and follow-up in Salesforce. What we're looking for • A motivated, self-starter, • A proven ability to initiate conversations, prospect consistently, and develop B2B relationships., • Experience in insurance or financial services wholesaling, or a closely related advisor facing role., • Strong communication and presentation skills, with the ability to earn the trust of experienced professionals., • The organization and self-direction to manage a territory and follow through on opportunities., • A bachelor’s degree (or better), • FINRA registration and/or a CFP designation is a plus. What BUI offers • Competitive base salary commensurate with work experience, plus performance incentives., • An established business and internal resources to support the relationships you build., • Employer-paid health and disability coverage and a retirement plan with a company match for the employee., • Company-paid office, equipment, professional memberships, and licensing expenses., • A structured training period with mentorship from an experienced team. BUI has supported insurance professionals and financial advisors for more than 50 years. We are a privately held, collaborative company where business development consultants can focus on growing advisor relationships while working alongside specialists who help get cases across the finish line. To apply, please submit your résumé and tell us briefly about the types of professional relationships you have developed and how you built them.

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives. Leverage expertise in personal and business financial planning, guiding members through complex financial decisi

We are seeking an Accounting Manager focused on tax to add to our team. Join us as we live out our core values, serving our communities as a trusted partner in meeting our clients’ unique needs while working as a part of a fun and enjoyable team. The Manager plays a key leadership role in delivering high-quality tax services to our clients. This position is responsible for managing complex tax engagements, preparing and reviewing returns, and mentoring staff to support their professional growth. Managers are trusted client advisors and contribute to firm-wide training and process improvement initiatives. Our Firm Hogan-Hansen is a multifaceted CPA firm that serves multiple communities with 5 offices across Iowa. As certified public accountants and financial consultants we believe in creating relationships with our clients built on trust that will stand the test of time and have clients coming back to our firm again and again. With over 100 years in business we continue to grow as a company and pride ourselves in being “Accountants with Personality”. At Hogan-Hansen, you'll find the resources and expertise of a growing regional firm combined with the relationships and culture of a local team. We believe our people are our greatest asset, and we invest in their success through mentorship, professional development, and opportunities to make a meaningful impact on clients and communities across Iowa. What We Offer • Competitive compensation based on experience, • Unlimited PTO, • Friday afternoons off outside of tax season, • 401(k) with 3% employer contribution, • Medical, dental, and vision insurance, • Health Savings Account (HSA), • Healthcare and dependent care flexible spending accounts, • Paid maternity leave, • Short-term and long-term disability coverage, • Professional development and continuing education support, • Employee referral and business development bonus opportunities, • A collaborative, people-focused culture that values relationships, growth, and community involvement Position Overview As a Tax Manager, you'll have the opportunity to: • Serve as a trusted advisor to business owners, farmers, individuals, and organizations throughout Iowa., • Build strong client relationships and influence strategic tax planning decisions., • Mentor and develop the next generation of accounting professionals., • Collaborate directly with firm leadership and partners., • Contribute to process improvements, innovation, and firm growth initiatives., • Enjoy a flexible work environment that values both professional excellence and personal well-being. Job Responsibilities • Prepare and review complex federal and multi-state income tax returns, including Forms 1120, 1120S, 1065, and 1040, • Perform quality reviews of tax returns prepared by staff at all levels, • Identify accounting, tax, and planning opportunities and communicate recommendations to partners and clients, • Act as a primary client contact, fostering strong relationships and ensuring efficient, accurate information flow, • Train, supervise, and mentor staff; provide ongoing feedback and support professional development, • Develop and contribute to firm-wide training resources and best practices, • Stay current on changes in tax law, regulations, and professional standards, • Complete and support required continuing professional education (CPE) and professional development initiatives, • Serve as a technical and professional resource for staff and senior accountants, • Balance multiple engagements while maintaining quality standards Requirements • Certified Public Accountant (CPA) or Enrolled Agent (EA) required, • Bachelor’s degree in accounting, finance, business or related field, • Experience with Iowa income tax law, • Experience preparing and reviewing complex and multi-state income tax returns, • Strong communication skills with the ability to effectively interact with clients and staff, • Demonstrated ability to manage multiple priorities with organization and efficiency, • Proficiency with Microsoft Office Suite, • Positive, team-oriented attitude with a commitment to quality and client service, • Valid Driver's license Preferred Qualifications • Proficiency with UltraTax, GoFileRoom, AdvanceFlow, Quickbooks and Microsoft Office, • Background in general ledger accounting or financial statement preparation Schedule • January 1 - April 30: 8:00AM - 5:00PM Monday - Friday, • May 1 - December 31: 8:00AM-5:00PM Monday - Thursday 8:00AM-1:00PM Friday Hogan-Hansen is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, genetic information, national origin, marital status, disability, or protected veteran status and will not be discriminated against. Hogan-Hansen participates in E-Verify and will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each applicant's Form I-9 to confirm work authorization.

Description Job Title: Regional Vice President, Retirement Sales Location: Remote (Multiple Territories) Department: Sales Reports To: Head of Advisor Sales Position Summary WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology! The Regional Vice President, Retirement Plan Sales will be responsible for driving retirement plan sales growth within an assigned territory by developing and expanding relationships with financial advisors, TPAs, DCIO partners, and other key intermediaries. This senior sales role will represent the WealthPlus platform in the market, helping partners evaluate retirement plan opportunities, position the appropriate solution, and win new business. This role is ideal for a high-performing retirement plan sales professional who combines strong industry knowledge with a consultative, relationship-driven approach. The Regional Vice President will work closely with internal sales, product, operations, implementations, and leadership to support new business development, partner engagement, and retention efforts across the WealthPlus ecosystem. Experience in retirement plan sales, recordkeeping, ERISA, plan design, and advisor distribution is strongly preferred. Key Responsibilities Key Responsibilities: • Grow the territory by developing new retirement plan opportunities and deepening relationships with financial advisors, TPAs, DCIO partners, and other key distribution channels., • Lead a consultative sales process by assessing client needs, recommending the right WealthPlus solution, and supporting opportunities from prospecting through finalist presentations and close., • Expand and protect partner relationships by becoming a trusted resource to advisors and intermediaries while supporting retention and growth across existing business., • Represent WealthPlus in the market with strong expertise in ERISA, plan design, fiduciary solutions, investment structures, and competitive positioning., • Operate with discipline by managing a focused territory strategy, maintaining consistent external activity, and keeping pipeline, CRM, reporting, and follow-up rigorously up to date., • Collaborate cross-functionally with internal sales, product, operations, implementations, and leadership teams to strengthen execution and deliver a seamless partner experience. Additional Role Requirements: • Overnight travel is required based on territory coverage and partner engagement needs., • Ability to conduct a high volume of external meetings and maintain consistent field activity., • Ability to work effectively in a remote, self-directed environment while remaining highly collaborative across internal teams. Skills, Knowledge and Expertise Education & Experience: • Bachelor’s degree in Business, Finance, Marketing, Communications, or a related field., • 5+ years of experience in a wholesaling or territory sales role focused on retirement plans., • Demonstrated experience building and managing a territory through advisor, intermediary, or partner distribution channels. Skills & Knowledge: • Retirement industry expertise, including defined contribution recordkeeping, ERISA, fiduciary models, and plan design., • Strong consultative sales and relationship management skills, with the ability to engage advisors, TPAs, plan sponsors, and other key partners., • Ability to position complex solutions clearly, including investment structures, share classes, pricing, and total plan cost considerations., • Excellent communication and territory management discipline, with strong presentation, organization, and follow-through skills in a fast-paced environment., • Proficiency with CRM and sales tools, along with the ability to operate independently while collaborating effectively across internal teams. Preferred Skills & Knowledge: • Experience selling retirement plan recordkeeping and administrative services., • Experience working with advisor-sold retirement plan models and intermediary-driven distribution., • Familiarity with plan design, fiduciary governance, retirement investment lineups, and sponsor-level solution positioning., • Existing network of financial professionals, TPAs, and DCIO relationships in the assigned region., • Experience supporting both new business development and retention of existing retirement plan relationships. Benefits • Competitive base salary; commensurate with experience and geographic market., • Sales incentive compensation and commission opportunity., • Eligibility to participate in our 401k program, annual discretionary bonus, and equity opportunities., • Comprehensive benefits package including medical, dental, vision, and paid time off., • Opportunity to build and lead a core function within a fast-growing fintech platform.

Your Future Team: We are a growing, independent Registered Investment Advisor (RIA) dedicated to delivering a premier wealth management experience. We are passionate about supporting our clients on a journey to living their best life. While many financial advisors focus on investments, we feel our client’s portfolio is only one part of the picture. We analyze their personal financial situation; help set realistic financial goals and develop plans to achieve them. We believe financial planning allows our clients to make informed decisions and ultimately cultivate wealth over time. This is a fully remote position with work hours aligned to Eastern Time. Preference will be given to candidates in the New York City metropolitan area, as travel will be expected a few times each year for occasional team meetings and client events. The Role: We are seeking a full-time remote Junior Advisor to join our team. You will support the financial planning process from client meeting preparation, through preliminary recommendations. You will gather and organize client information, enter data into financial planning software, prepare meeting materials, and help the advisory team deliver a thoughtful, well-coordinated client experience. This role offers a clearly defined career track with the opportunity for significant professional growth. After learning and adapting to our processes and procedures in the Junior Advisor role, you will have the opportunity to begin working with clients as an Associate Advisor, and then ultimately grow into a Lead Advisor. This is a great opportunity for someone who is driven, analytical, and thrives in a collaborative team environment. What You’ll Do: • Prepare materials for client meetings, • Gather and organize client data, • Analyze documents and create visual aids as needed for client presentations, • Input data into financial planning software and make preliminary recommendations, • Research creative financial planning solutions, • Prepare cash flow analysis and statements for clients, • Attend client meetings to assist with notetaking and follow up tasks, • Communicate with team members on client documentation, prep and process, • Participate in weekly team meetings What You’ll Bring: • 2 or more years of industry experience, • Must hold the CFP® certification or be actively pursuing completion of the CFP® coursework, • Series 65 license desired, but not required, • Basic working familiarity with financial planning and client relationship management software; experience with RightCapital, Holistiplan, Wealthbox, or Hubly is a plus, • Solid working knowledge of Microsoft Office including Excel and PowerPoint, • Strong written and verbal communication skills, • Highly organized with strong follow-through, • Ability to prioritize day-to-day to ensure all tasks are followed up on and completed on time, • Resourceful with the ability to troubleshoot issues that may arise, • Driven, organized and reliable, • Bachelor’s degree required; candidates must also be legally authorized to work in the United States What We Offer: • This is a full-time W2 position with required availability during Eastern Time business hours, • Annual base compensation of $80,000-$100,000, based on qualifications and experience, • Eligible for quarterly bonuses tied to firm revenue, • Generous PTO, • 401k plan with matching contribution, • Continuing education support, • Clear opportunity to grow and advance your career, • Direct mentorship and the opportunity to learn alongside accomplished women in the financial services industry, • A collaborative, supportive team environment

About VIVO VIVO is a healthcare marketing agency specializing in consumer health, health systems, medtech, and pharma. We are a growing, dynamic agency that is 100% remote– but not disconnected. Collaboration, clear communication, personal accountability, and proactive problem-solving are must-have traits to succeed here. We move quickly, hold ourselves to a high standard, and expect our team to take ownership. At VIVO, health is more than a marketing sector. It's a life-changing mission. We are creators and strategists driven to make healthcare impactful and accessible, from first impressions to lifelong connections. We bring insight, curiosity, and compassion to every project, knowing our work helps patients, doctors, and everyone in between get the care they deserve, when and where it's needed most. We challenge the norms and elevate health brands to inspire, engage, and transform lives. About You You're an experienced healthcare agency account leader who owns the account, not just the projects. You know the status of the work, the health of the client relationship, the financials, and where the next opportunity is. You anticipate problems before they surface and bring solutions, not just escalations. You have a strong sense of urgency, you follow through without being reminded, and you know the difference between what can wait until tomorrow and what must be solved today. You've thrive in the room with senior clients, and you build relationships that last. You earn enough trust to challenge their thinking when needed. At VIVO, you'll serve as the senior representative for some of the biggest names in healthcare, reporting to our EVP of Client Services and partnering with leaders across Creative, Strategy, Medical, and Project Management. You stay calm and accountable under pressure, balancing empathy with a clear point of view. You're excited to join a Client Services department where you'll have peers to learn from and a voice in how we evolve, and you believe collaboration beats ego, progress beats perfection, and great work doesn't require taking yourself too seriously. What You'll Do • Own the account. Maintain a complete picture of priorities, financials, risks, opportunities, and client relationship health, and stay three steps ahead with recommendations, not just escalations, • Be a trusted advisor. Build senior-level client relationships and become someone clients rely on for both day-to-day leadership and bigger-picture thinking, • Drive the work forward. Translate client objectives into clear direction, owners, and next steps for Creative, Strategy, Medical, and Project Management teams, • Lead high-stakes execution. Oversee complex engagements, including timelines, MLR review, and quality, with an exceptionally high bar for accuracy and polish, • Own account financials. Manage scopes, budgets, forecasts, and profitability, and protect scope while staying solutions-oriented, • Grow the business. Identify and close scope expansions and new opportunities that deliver insight-driven client value, • Lead and carry the culture. Coach your cross-functional team, improve how we work, and show what "makes us TIC" through transparency, innovation, and curiosity What You Bring Required • 7+ years of healthcare or pharma agency account management experience, leading client relationships within pharma, biotech, medtech, health system, or consumer health brands, • Hands-on experience with MLR or compliance review processes, • Proven track record of growing accounts through scope expansion and organic revenue growth, • Ownership of account financials, including budgeting, forecasting, burn management, and margin, • Experience mentoring and leading cross-functional teams, • Superior communication and presentation skills, with the confidence to lead senior client conversations, plus the urgency and accountability to follow through consistently n a fast-moving, fully remote environment Big Plus Experience • Experience with a specific therapeutic area or HCP and patient marketing, • Experience with project management and review platforms such as Mavenlink/Kantata or Ziflow, • Experience in an independent or mid-sized agency What We Bring VIVO offers an award-winning culture and comprehensive benefits package designed to support our employees' health, financial well-being, professional growth, and work-life balance. Our benefits offerings include: • Medical, dental, vision, • Company paid disability & life insurance, • 401k with match up to 6%, • Annual wellness stipend, • Professional development allowance, • Recognition, rewards, prizes and amazing swag, • 11 Holidays plus Winter Break and Annual In-Person Retreat, • 3+ weeks of total paid time off in Year 1 Ask our hiring manager and/or HR team for more information about any or all of our benefits. Inclusion @ VIVO At VIVO, we believe bold ideas make game-changing health innovation accessible to all. Inclusion and equality aren't just values, they're our advantage. Stronger ideas come from a mix of perspectives, and we live our core values of transparency (say your truth), innovation (build our future), and curiosity (find what's missing) in a space where everyone feels empowered to bring their authentic selves to work. Showing up as all three? That's what makes us TIC! This is what makes VIVO a proud equal opportunity employer.

Moog is a performance culture that empowers people to achieve great things. Our people enjoy solving interesting technical challenges in a culture where everyone trusts each other to do the right thing. For you, working with us can mean deeper job satisfaction, better rewards, and a great quality of life inside and outside of work. Moog's Industrial Group (IG) IT team is seeking a Data Solutions Manager to lead the technical strategy, engineering, and delivery of trusted data and analytics capabilities. In this leadership role you will set the technical direction for a modern data lakehouse and ERP data landscape and then help the team build it. You will focus on the platform and engineering components: taking requirements from data governance and process functions and building data solutions in alignment with IG and enterprise data standards. You will operate at the center of a multi-year data and ERP transformation: keeping the current data warehouse reliable today, leading its migration onto Moog's corporate Databricks environment, growing a high-performing data engineering team that builds new data products, and steering the data migration from SAP ECC and legacy ERP platforms to SAP S/4HANA. You will partner closely with the IG IT, Data Management, Business Intelligence, Finance, and the SAP teams to deliver scalable, standards-aligned, future-ready data solutions while managing continuity risk throughout the transition. You will report to the Senior Director of IT, Industrial Group. The role can be based in the US, UK or Europe. To be considered for the Data Solutions Manager, here's what you'll typically need to bring with you: • Bachelor's degree in Computer Science, Information Systems, Engineering, a related field, or a combination of education and equivalent experience., • Minimum of seven (7 ) years' experience in data roles, with at least five (5) years leading technical data teams (data engineering, warehousing, or platform delivery), including hiring, coaching, performance management, and vendor oversight., • Demonstrated experience building data architecture, strategy, and engineering principles, both from a hands-on and leadership perspective., • Strong familiarity with enterprise data warehousing dimensional/semantic modeling, ETL, SQL performance tuning, and warehouse platforms (e.g., SAP BW, Progress, Snowflake, Synapse, or similar)., • Hands-on experience building and delivering solutions in Databricks, including working knowledge of Delta Lake, Databricks Workflows, Genie spaces, and Unity Catalog controls., • Strong command of SQL, Spark, Python, and modern ELT/orchestration tooling, with an automation-first, reusable-framework mindset., • Familiarity with data contracts, including producer-consumer accountability, schema evolution standards, data quality requirements, and platform governance controls., • Experience managing data migration efforts (extraction, cleansing, mapping, load, reconciliation), preferably in a SAP ECC and/or S/4HANA context., • Excellent communication and stakeholder management across technology, business process, finance, and program teams, including communication with senior leadership., • Ability to work effectively with global, remote, and diverse teams., • Domestic and International travel may be required. As the Data Solutions Manager, your key responsibilities will include: • Oversee IG's data solutions team, helping to set for data architecture, data engineering, and data solution delivery, • Develop and maintain the target-state technical data architecture for IG, spanning ingestion, lakehouse modeling (bronze/silver/gold), semantic layers, and BI enablement, aligned with Moog's enterprise data governance and standards., • Define and sequence a multi-year data solutions roadmap, ensuring balance between business value, cost, risk, and solution re-use to deliver on IG business needs., • Own the reliability and performance of the current IG data warehouse and analytics platforms; leading a team of employees and contractors to manage incident response, change deployment, business continuity, and other sustainment functions., • Lead IG's migration onto Moog's existing corporate Databricks (lakehouse) environment for warehousing and analytics, working in close partnership with the corporate Data Management team to ensure architectural alignment., • Partner with Data Governance team on documentation of existing data warehouse business logic (multi-ERP harmonization, GL calculations, finance KPIs, etc.) so that it can be evaluated and dispositioned as part of the migration program., • Translate the target-state architecture into an executable plan with milestones, decision gates, and retirement criteria with validation before decommissioning legacy assets., • Manage the ERP data migration teams who execute data cleansing, mapping, and transformation processes across multiple SAP ECC and legacy ERP systems as part of the broader ERP transformation program., • Foster a high-performing data solutions team, establishing talent and development plans to source, hire, train, and reskill data engineers to ensure we have the right capacity and skills needed to deliver upon our data journey., • Establish engineering standards for the IG data function (i.e. data quality, freshness, lineage, CI/CD, and documentation) to ensure data solutions are built to meet stakeholder requirements while adhering to enterprise data standards and industry best practices., • Serve as a key partner and advisor to business and technology leaders across Moog, advising on data best practices, understanding business needs and translating them into actionable solutions, and maintaining a commitment to collaboration and clear communication. The base pay range for this opportunity is $USD130,000 - $USD180,000 per year, or equivalent benchmark in Europe/UK. How We Care for You: • Financial Rewards: great compensation package, bonus opportunities, matching 401k, and the ability to participate in Employee Stock Purchase Plan (select locations), Flexible Spending and Health Savings Accounts, • Work/Life Balance: Flexible paid time off, holidays and parental leave program, relocation assistance., • Health & Welfare: Comprehensive insurance coverage including medical, dental, vision, life, disability, Employee Assistance Plan ("EAP") and other supplemental benefit coverages., • Professional Skills Development: Tuition Assistance, mentorship and coaching opportunities, leadership development and other personal growth programs, • Culture: Warm, respectful, family-like environment driven by our 12 core values. Multiple Employee Resource Groups led by our employees, open and welcoming to all.

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions • Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship., • Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan., • Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact., • Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth., • Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources., • Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community., • Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice, • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education • Bachelor's Degree in business related field or equivalent work experience (preferred), • Master's Degree in business related field (preferred), • OR equivalent experience (required) Work Experience • 7 years of demonstrated sales and business development experience with proven results (required) Licenses and Certifications • FINRA License S7 () and, • FINRA License S66 (preferred) or, • FINRA License S63 () and, • FINRA License S65 (preferred), • Certified Financial Planner (CFP) (preferred), • Certified Investment Management Analyst (CIMA) (preferred), • Certified Public Accountant (CPA) (preferred), • Chartered Financial Analyst (CFA) (preferred), • Licensed Attorney/JD (varies by state) (preferred), • Certified Wealth Strategist (CWS) (preferred) Skills • Ability to build trust by taking a proactive client centric approach, • Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise, • Demonstrated expert knowledge of financial products and banking regulations, • Demonstrated strong client advisory skills, • Demonstrated experience with and broad understanding of personal and commercial financial statements, • Proven experience with and comprehensive understanding of consumer or commercial lending, • Excellent verbal and written communication skills, • Proficient in personal computer applications to drive results Core Competencies • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel • Occasional travel to include overnight stay. Driving Requirements • Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category • Hybrid (Sales) Compensation and Benefits This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Citizens Wealth Advisors work in a branch-based setting to help individuals and families achieve their financial goals. Through thorough discoveries and tailored plans, Advisors deliver comprehensive wealth management, including planning, investments and estate services. Role requires building relat

Job Description Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This career can offer many benefits, advantages and rewards that many jobs simply cannot provide. At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself. As we continue in our successful growth, already an established industry leader, we are looking for: · self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and · be willing to put in the effort, commitment and work ethic to realize their goals · while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others. Could this be you? Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience. · Turnkey marketing programs to help you launch and build your business · Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College. · Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500® company, and third largest broker dealer. · Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances. · Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms. Your Responsibilities Will Include: · building a client base, executing marketing strategies · conducting financial reviews and assessments, designing and implementing financial plans · collaborating with your fellow advisors and support team · learning industry fundamentals and moving into advanced markets and financial concepts · serving clients with care, compassion, and integrity Preferred Skills And Experience People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion. However, some skills/experience that could prove beneficial for this career: · Bachelor’s degree or equivalent work experience · Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs · A demonstrated track record of success and a commitment to self-improvement · A sense of accountability, results driven and revenue focused · 3 years plus experience as a full-time sales person preferred but not required · Desire for performance based compensation essential. · Outgoing personality with the ability to develop relationships and strong communication skills · Self-disciplined with ability to work autonomously but still be a team player · A strong network and active in the community · Customer service mentality with a strong code of personal ethics · Stable financial background Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world! **FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.

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