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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you’ll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support. Who You Are: • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00Southern California $23.70 - $28.00Colorado $22.60 - $26.70Hawaii $23.70 - $28.00Illinois $22.60 - $26.70Maryland $22.60 - $26.70Massachusetts $23.70 - $28.00Minnesota, $20.20 - $23.90New Jersey $23.70 - $28.00New York $23.70 - $28.00Ohio $20.20 - $23.90Vermont $22.60 - $26.70Washington $23.70 - $28.00Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ___). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Job Overview This job posting is anticipated to remain open for 30 days, from 29-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Job DescriptionPartner Manager The bridge between rebate programs and contractors. Sealed is a climate tech company with a mission to stop home energy waste and electrify all homes. We are a unique blend of technologists, policy wonks, and home services experts working to get the boots on the ground as fast and effectively as possible. We provide software and solutions to contractors, enabling them to install more home weatherization and electrification projects, grow their business, and make homes more comfortable with less energy waste. Sealed's software, data, and analytics enable market-leading products, including a one-stop shop rebate solution and investment-grade energy savings predictions. Sealed also serves as an aggregator of projects for utility and government rebates, handling all rebate processing and payment on behalf of contractors, enabling contractors to participate in measured savings, Virtual Power Plant (VPP), and other programs with minimal additional costs or friction. We are a venture-backed, remote-first company based in New York City. Learn more at sealed.com. What will you do? As Sealed’s Partner Manager, you will be the driving force behind the success of our contractor partners in weatherization and electrification rebate programs. You will balance sales enablement, account management, and building relationships to ensure our partners maximize their participation in our programs while keeping projects on track. Your primary responsibility is to support our partners and do all in your power to help them drive volume. Specifically, you will: * Own contractor engagement – Build deep relationships with contractors, understanding their needs, and helping them navigate the complexities of rebate programs. * Train and enable – Educate contractors on program requirements, best practices, and Sealed’s software through group presentations, one-on-one training, and hands-on guidance. * Balance relationships with strategy – Read the room, know when to push for results, when to nurture, and when to adjust course. * Monitor and manage performance – Track contractor success metrics, ensuring they are meeting program requirements and staying compliant. * Problem-solve creatively – Tackle bottlenecks, compliance issues, and contractor pain points with structured yet flexible solutions. * Communicate tough messages effectively – Be comfortable delivering difficult news while maintaining trust and credibility. * Stay on top of the details – Keep program data accurate, maintain records, and track performance against quotas and goals. * Champion continuous improvement – Provide feedback to internal teams to refine our processes, making it easier for contractors to participate in programs. You may be a good fit if you: * 1-3+ years of experience in sales, account management, or program operations. * Experience working with construction professionals, contractors, or home services businesses (ideally in HVAC, weatherization, electrical or plumbing). * Have experience training others, both one-on-one and in large group settings. * Have experience working toward quotas and targets, with a focus on results. * Are comfortable with repetitive tasks and thrive in structured environments. * Are a creative problem solver who can think outside the box. * Have significant attention to detail—you double-check your work and know your numbers. * Have proficiency in CRM (HubSpot, Salesforce, ZoHo etc.) What success looks like: * Contractors trust Sealed and rely on us to help them navigate rebate programs. * Program participation increases as contractors are better enabled to take advantage of rebates. * Internal teams have clear insights into contractor performance and program compliance. * Data is accurate, organized, and actionable—numbers drive decisions. * Contractors feel supported and are excited to work with Sealed. Benefits & Perks: * Competitive salary & equity * Medical, dental, and vision benefits * Flexible, remote-first culture * Flexible PTO * 401(k) * Pre-tax FSA for health/dependent care Salary Range - $70,000 - $90,000 • This position may require travel up to 50% of the time, including overnight stays, to support project needs, attend meetings, or conduct site visits. Individuals seeking employment at Sealed are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. Apply today at sealed.com/jobs.

Are you an experienced real estate attorney ready to take on complex, high-value deals? Underberg & Kessler LLP is hiring a seasoned Commercial Real Estate Associate Attorney with 4–7 years of experience in commercial real estate and development. This role is designed for attorneys who can independently manage deals, supervise staff, and serve as a trusted advisor to sophisticated clients. You will work closely with partners and clients on complex, high-value transactions involving real estate acquisitions, development, leasing, and financing. Our clients include regional and national developers, financial institutions, municipalities, and growing businesses across New York State. Position Overview: Manage and advise on a variety of commercial real estate transactions, working with sophisticated clients and collaborating with experienced attorneys and support teams. Take ownership of deals and deliver trusted legal counsel with confidence from purchase and sale agreements to commercial leasing and mortgage financing. Real Estate Transactions: • Manage all aspects of commercial real estate deals, including acquisitions, sales, development, leasing, and mortgage financing, • Draft, review, and negotiate complex contracts, including loan documents, purchase and sale agreements, easements, and commercial leases, • Conduct detailed title and survey reviews, identify potential issues, and resolve encumbrances or objections, • Perform due diligence analysis and coordinate environmental, zoning, and land use reviews, • Lead transaction closings from start to finish, including preparing closing checklists and ensuring compliance with timelines and deliverables Client Advisory & Representation: • Serve as primary counsel to regional and national developers, lenders, investors, and municipalities, • Provide strategic legal guidance on deal structuring, risk mitigation, and compliance with state and federal regulations, • Interface directly with senior decision-makers and in-house counsel to provide timely, business-oriented advice, • Represent clients in connection with development projects, including negotiation with municipal agencies and regulatory bodies Team & Project Management: • Supervise non-attorney staff, including paralegals and closing coordinators, to ensure accuracy and timeliness across transactions, • Coordinate with attorneys across practice groups (e.g., litigation, tax, corporate, trusts & estates) to support multidisciplinary client matters, • Contribute to the growth and success of the Real Estate & Finance Practice Group through mentoring, knowledge sharing, and thought leadership, • Participate in client development efforts and support firm initiatives that advance innovation and client service Qualifications • 4–7 years of commercial real estate law experience, with a focus on complex transactions and development, • J.D. from an accredited law school and admission to practice in New York State, • Demonstrated expertise in negotiation, deal management, and client advisory work, • Experience overseeing closing personnel and managing timelines and deliverables, • Tax credit, municipal or commercial leasing experience is a plus What We Offer • Competitive salary and associate bonus plan, • 401(k) with 3% profit-sharing + 2% employer contribution, • Medical, dental, vision, life, short-term and long-term disability insurance 4 weeks paid time off + 8 holidays and 1 floating holiday, • Hybrid work schedule after onboarding, • Professional mentorship and career development support About Underberg & Kessler LLP With a long-standing history of excellence, Underberg & Kessler has been proudly serving businesses and individuals across Western New York for over 100 years. As a trusted legal partner, we are known for delivering top-tier legal services while fostering a supportive and collaborative environment where attorneys can grow, thrive, and make a meaningful impact. Underberg & Kessler LLP is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees.

Job DescriptionDescription: Weco is a value-added single-source contract manufacturer of machined components, finished fabricated sheet metal, and assembled metal products. Our three facilities encompass all aspects of metal product manufacturing including our own on-site finishing with powder, paint, and graphics capability. We serve the OEM Industrial, Healthcare/Medical Device, Aerospace/Defense, Renewable Energy, and Electronics by manufacturing both conventional and the most technically demanding items. We have been doing just that for companies from Fortune 500 to small and midsize firms since 1952. Benefits: • Competitive salary and benefits package, • Generous sign on bonus., • Opportunity to work with a team of talented professionals, • Challenging and rewarding work environment, • Generous Paid Time Off, • Several health insurance plan options with a generous employer contribution to the premium, • Long term disability fully paid for by the company, • Enhanced short term disability fully paid for by the company, • Life insurance fully paid for by the company, • Employee Assistance program, • Dental and vision insurance, • 401k plan with company match, • HRA and HSA options for pre-tax savings with an employer funded HRA benefit, • Pet insurance enrollment option Position Summary The Project Manager position will be responsible for management of high profile and complex projects from start to finish. This role will also work with employees on the shop floor to improve efficiency, safety, and quality of manufacturing processes. Duties and Responsibilities · Responsible for driving total project management solutions from quote through to shipment · Plans and designs tools, fixturing, and other mechanically functioning equipment · Develops plans and implements new machining processes. · Spearheads process optimization in both engineering and manufacturing. (automation) · Provide technical support to sales team and support customer interface accordingly · Complete detailed cost models needed to support providing quotes to customers · Comprehends and disseminates customer driven specifications called out on drawings and determine how to process the parts in accordance with the specifications required. · Works with QC to ensure all QMS requirements are being met during job routing. · Understands ISO 9001 workflow requirements and follow such procedures. · Builds B.O.M. on job routers to conform with customer material requirements called out on the print, parts list, and or contract. · Reviews customer supplied purchase orders and contracts to ensure we meet all order requirements and build notations in the work instructions. · Orders specialty material, hardware, and finishing supplies pertaining to the job or project assigned. · Works with QC to review material certifications from vendors and sign off that they meet the called-out requirements from the contract. · Effectively communicates any issues encountered while working on assigned projects back to supervisor and the customer as needed in a professional and timely manner. · Leads post and pre-production reviews on defense projects during first run or after encountering issues. · Creates measurable KPI’s that will quantify success on critical to plant growth projects. · Provides support as Engineering Manager back up. · Interprets customer supplied drawings and determine the best method of manufacturing considering the equipment available and the current manufacturing schedule. · Writes work instructions in detail pertaining to any one of the fabrication processes. · Utilizes 3D CAD software to help shop floor employees better understand the manufacturing process of various parts. · 3D model customer parts using their supplied drawings utilizing CAD software. · Program machines. (laser, turret) · Supports the shop floor in any fixture design / work holding suggestions and optimize quality outcome. · Utilizes Mastercam, SolidWorks, Radan, Epicor, or similar software when required, to communicate effectively to the shop floor. · Maintains revision control of manufactured parts using our ERP system. · Other duties as assigned. Requirements: Position Qualifications · Bachelors degree in Engineering or related discipline is a plus · 10 plus years of experience in hands on machining (mills and lathes) · 3+ years of experience in Project Management. Knowledge, Skills, and Abilities · Strong communication skills, both written and verbal · Excellent problem-solving skills · Attention to detail and accuracy. · Proficient in Microsoft Office. · Ability to work independently and as part of a team. · Flexibility and adaptability to changing priorities and deadlines. · Confident decision-making ability · Capable of participating in cross-functional settings and working with support functions, manufacturing, quality engineer, and facilities. · Support cost reduction & continual improvement activities. · Analyze raw data and generate usable reports. · Knowledge of print reading and understanding of common GD&T practices. · Knowledge of materials and their chemical and physical properties.

Job DescriptionJoin a Winning Team at Asure – HR Software Sales Executive Who We Are At Asure, we’re not just another HR software company—we’re growth partners for businesses everywhere. With over 600 passionate employees and a mission-driven mindset, we help entrepreneurs and executives see Human Capital Management (HCM) through an owner’s lens. Our cutting-edge HCM platform empowers 100,000+ clients to build great teams, stay compliant, and focus resources where they matter most—growth. From Payroll & Tax to HR, Time & Attendance, and HR Services, Asure delivers the tools, expertise, and partnership businesses need to succeed in a rapidly changing HR landscape. When you join Asure, you’re joining a company that invests in its people, its clients, and its communities—while growing shareholder value and driving real impact. Why This Opportunity Is Different * Work for a company that’s scaling fast in one of the most essential industries: HR technology. * Uncapped earning potential with a clear path to exceeding six figures. * Culture that puts people first—you’ll be supported with world-class benefits, professional growth opportunities, and leadership that values integrity and results. * Day-one benefits (yes, really): health, dental, vision, life, disability, and a 401k with 3% safe harbor contribution. * Employee ownership opportunities through our Stock Purchase Program—when Asure grows, you grow. What You’ll Do As an HCM Sales Executive, you’ll be the face of Asure in your territory, helping businesses unlock their potential by showing them what’s possible with the right HCM solutions. * Drive new business growth through networking, prospecting, and developing relationships with executives and decision-makers. * Expand opportunities with our existing client base by identifying where Asure can add even more value. * Partner with CPAs, banks, advisors, and brokers to build a robust referral network. * Deliver high-impact presentations and demos that make our value crystal clear. * Own your sales funnel—build it, manage it, and exceed your goals. * Use Salesforce and virtual selling tools to work smarter, not harder. What We’re Looking For * 3+ years of consultative software sales experience (Payroll/HR SaaS experience strongly preferred). * A proven track record of exceeding quota and building lasting client relationships. * Strong business acumen, communication skills, and a hunter mentality. * Comfortable managing multiple engagements in a fast-paced environment. * Experience with Salesforce and virtual demo tools (Zoom, Webex, etc.). * Bachelor’s degree preferred. * Valid U.S. driver’s license. Compensation & Benefits Base Salary: $70,000–$75,000 (DOE) OTE: $116,000+ with uncapped commission Benefits That Start Day 1: * Medical, Dental, Vision, HSA & FSA * Company-paid Life Insurance, AD&D, LTD & STD * 401K with 3% safe harbor contribution * Employee Stock Purchase Program * Fitness Reimbursement * Self-managed PTO (we trust you to take the time you need) Why Asure? At Asure, you’ll do more than just sell software—you’ll help businesses thrive. You’ll work alongside a team that embraces change, leads with integrity, and delivers awesome every single day. Our people-first culture means your growth matters just as much as our clients’ growth. We live by our values: * Embrace Change * Lead with Integrity * Own the Outcome * Deliver Awesome * Be a Good Human If you’re looking for a sales career where you can grow, earn big, and make an impact, Asure is where you belong. #hc196954

Job DescriptionSalary: $70,000-$75,000 Base Salary Who we are Over 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owners mentality. We help businesses develop their Human Capital to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM platform empowers more than 100,000 clients to build great teams and better manage their people while staying compliant in an ever-changing HR legislative landscape. Asures HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ranging from online compliance tools to a fully outsourced HR department. This is a remote position and will support field sales in the Rochester, NY area. Candidates must live in or be willing to relocate to one of the following states for eligibility: NY. How you will contribute As an HCM Sales Executive you will be responsible for building business relationships with new perspective clients as well as current customers and creating new revenue opportunities for Asures platform of Human Capital Management solutions. You will spearhead prospecting, run discovery calls/demos, and negotiating deals. • Identify and develop new prospects within defined territory thru self-generation, heavy networking, and business development sales activities., • Profile and penetrate existing Asure Clientele in order to cultivate new revenue opportunities enhancing value for the client by improving the scope of the Asure solution., • Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance Brokers in order to further penetrate the market., • Create high impact presentations designed to depict and highlight the benefit of proposed Asure solutions., • Develop and manage a robust sales funnel of new opportunities to attain or exceed assigned monthly and annual sales quota., • Leverage Salesforce CRM to report on and manage all sales and client services related activities. Qualifications • Bachelors Degree preferred, • Experience selling Payroll and or HR Software solutions required, • Minimum of 3 years consultative software sales experience, • Experience selling a SaaS solution preferred, • Strong organizational skills and the ability to multi-task in a fast-paced environment, • Experience managing multiple sales engagements effectively, • Proven relationship building and client service skills, • Proven ability to manage a territory producing exceptional results, • Pro-active, results oriented and team-oriented approach to sales, • Experience with Salesforce.com and other virtual selling tools such as GoToMeeting, Webex or other comparable tools, • Must have a valid U.S. Driver's License to be eligible for hire Compensation The base salary range for this role is $70,000-$75,000 depending upon level of experience, OTE of $116,000 and an uncapped commission plan. This role offers a comprehensive benefit package. Benefits • Medical, Dental, Vision, HSA, FSA- All effective on day 1!, • Company paid Basic Life Insurance, A+D, Long-Term Disability, and Short-Term Disability, • 401K Program with 3% safe harbor contribution, • Employee Stock Purchase Program, • Fitness Reimbursement Program, • Self-Managed PTO Our Mission To provide Human Capital Management (HCM) software and services that help companies grow, while nurturing a culture of growth around us. • Helping customers grow by getting the most from their human capital., • Helping our employees grow personally and professionally., • Growing relationships in our communities that inspire goodness., • Grow shareholder value Our Vision Be the most trusted Human Capital Management resource to entrepreneurs everywhere. Our Values Reflect who we are and what we stand for as a company. • Embrace Change, • Lead with Integrity, • Own the Outcome, • Deliver Awesome, • Be a Good Human We are an equal opportunity employer. Criminal background checks conducted at employment offer. NO AGENCIES PLEASE: Any unsolicited resumes sent to Asure Software from a third party, such as an Agency, including unsolicited resumes sent to Asures mailing address, fax machine or email address, directly to employees or hiring managers will be considered Asure property. Asure will not pay a fee for any placement resulting from the receipt of an unsolicited resume. remote work

Job Description About Rewards Network For 40 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs. This is a 100% remote: field sales opportunity in the territory. Candidates MUST live LOCAL to territory of Rochester, NY Our Culture At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential. Job Overview As an outside Account Executive, you will drive the company's growth while building your career and earning lasting rewards. We need your sales expertise and drive to help us grow local restaurants in your territory. Join Our Team. Responsibilities • Prospect and acquire new customers through cold calling, door-to-door sales (25+ daily), and additional outreach to meet and exceed sales quotas., • Develop and grow a robust pipeline, scheduling in-person meetings with decision-makers and advancing sales through the process., • Build lasting relationships with new leads and existing customers, ensuring high engagement and awareness of new product offerings., • Meet and exceed weekly and monthly sales goals, including cold calls, in-person meetings, presentations, and closing deals., • Collaborate with internal teams, such as account managers and revenue operations, to ensure both individual and company-wide goals are met., • 4+ years of proven success in outside sales, preferably with experience with high volume sales in financial services, marketing, restaurant or related industry., • Prospector mentality with a persistent, self-motivated approach to new business development in a field sales environment., • Strong financial acumen, with the aptitude to confidently discuss fees, acceptance, and financials with customers., • Excellent communication, both verbal and written, with the aptitude to present to prospective customers and influence meetings., • Experience using CRM systems, ideally Salesforce, and familiarity with MS Office/Outlook., • Total target earnings of $125,000+ with uncapped commission and additional sales incentives; which includes a base salary of $70,000-$75,000 based on experience., • Accelerated earnings ramp for the first six months., • Auto allowance and eligibility for additional prizes, including our annual President's Club trip., • Generous dining reimbursement when you dine with our restaurant customers., • Promotion opportunities based on defined metrics and career path to Management., • Competitive Time Off Benefits: including flexible PTO, 11 company holidays, and parental leave., • 401(k) plan with a company match, • Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants), • Partnership with Rx n Go, offering certain prescriptions for free., • Two dental plan options and a vision plan, • Flexible Spending Accounts and a pre-tax commuter benefit program, • Accident, Critical Illness, and Hospital Indemnity Insurance Plans, • Short Term and Long-Term disability, • Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance Expected Pay Range $70,000—$75,000 USD

Job Description Founded in 1994 and celebrating 30 years in business, Mindex is a software development company with a rich history of demonstrated software and product development success. We specialize in agile software development, cloud professional services, and creating our own innovative products. We are proud to be recognized as the #1 Software Developer in the 2023 RBJ's Book of Lists and ranked 27th in Rochester Chamber’s Top 100 Companies. Additionally, we have maintained our certification as a Great Place to Work for consecutive years in a row. Our list of satisfied clients and #ROCstar employees is both rapidly growing— Are you next to join our team? Mindex’s Cloud division is a dedicated group of cloud experts with extensive knowledge of workloads on AWS and Azure. We are an AWS Advanced Services Partner, and specialize in cloud-native application development, application modernization, cloud managed services, cloud migration, and big data and analytics. The Cloud Sales Development Representative will be responsible for driving new qualified leads and initiating the sales cycle. The primary focus is to source leads and manage the pipeline of cloud opportunities for new customers. Candidates need to be motivated, organized, driven, and have a proven success in a fast-paced and ever-changing environment. The ideal candidate is a self-starter who works well under pressure while managing and prioritizing multiple sales campaigns at once. This individual has excellent communication and organizational skills, is approachable, proactive, and detail-oriented. Requirements • Assist in the curation of lists that target potential customers across various market segments that meet Mindex sales goals., • Prospecting and lead generation: Identifying potential customers and generating new leads through various channels, such as cold calling, email campaigns, networking, and referrals., • Market research and competition analysis: Keeping up-to-date with industry trends, market dynamics, and competitors to stay ahead in the cloud services market and provide insights for sales strategies., • Nurture and qualify Marketing Qualified Leads (MQLs), • Follow up on leads and perform BANT qualification; hand off qualified leads to Sales, • Collaboration: Collaborating with cross-functional teams, including marketing, product development, and customer support, to ensure a seamless customer experience and effective sales strategies., • Sales reporting: Keeping accurate records of sales activities, customer interactions, and sales pipeline using CRM (Customer Relationship Management) tools, and providing regular reports to management, specifically around the number of outbound calls and contacts made., • Achieve monthly sales leads quota. Physical Conditions/Requirements: • Prolonged periods sitting at a desk and working on a computer, • No heavy lifting is expected. Exertion of up to 10 lbs. Education & Experience • Bachelor’s in Marketing, Business or Information Technology, • Medical Insurance (with a free option!), • Dental Insurance, • Vision Insurance, • Company Paid Life and AD&D Insurance, • Optional Additional Life Insurance, • Company Paid Short-Term Disability Insurance, • Company Paid Long-Term Disability Insurance, • Medical and Dependent Care Flexible Savings Accounts (FSA), • Health Savings Accounts with Company Contributions, • Flexible Time Off, • Eight Paid Holidays, • Pre-tax and Roth 401(k) Options with Company Match, • Investment in Professional Development including a license to Udemy training courses and leadership training, • Employee Assistance Program, • Adoption Assistance, • Pet Insurance Discounts, • Tickets to local sporting events, • Team building events 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.

Job Description Insero Talent Solutions has partnered with a well respected mid-sized law firm to recruit a Commercial Real Estate Associate Attorney in Rochester, NY. This position is with a growing mid-sized law firm seeking an experienced Commercial Real Estate Associate Attorney to join their Real Estate & Finance Practice Group in Rochester, NY. The team provides legal services for clients in commercial and residential real estate purchases and sales, mortgage lending, leasing, and related matters. Clients include financial institutions, individuals, businesses, national retailers, and municipalities. Ideal candidates should have three to seven years of experience in commercial real estate acquisitions, sales, development, leasing, and mortgage banking. This position will be responsible for representing real estate investors, developers, and banks. Tax credit experience is plus, but not required. Qualified candidates must be admitted to practice in New York State, have a strong background managing non-attorney closing personnel, and the ability to work in an accurate, detail-oriented and highly productive manner.

The Bonadio Group is looking for a Sales Tax Manager to join our State and Local Tax (SALT) Practice. Manage all phases of sales and use tax services, including consulting, compliance, sales tax audits. Provide insight on other exposure areas including gross receipts tax and personal property taxes.

Job Description About Us SWBR is a nationally recognized design firm with expertise in architecture, interior design, structural engineering, landscape architecture, graphic design, and civil engineering. Since our founding in 1969, the focus of our expertise and most of our current work supports education, housing, and workplace design. We are proud of the diverse range of backgrounds, personalities, and passions that make up our team. But for all our differences, we’re united by a core mission: to positively impact lives through meaningful design. With 120+ professionals, we are headquartered in Rochester, New York with offices in Troy, Syracuse, and Buffalo, New York. We are currently looking to add a full-time Project Finance Specialist to our Rochester, NY office. This position provides project based financial support to our studio teams as well as assists the Controller with accounting tasks for the month-end and year-end general ledger closings. Duties: • Studio focused: Handles SWBR billings and contract management, data entry into billing system, collections, reviewing consultant contracts as well as processing invoices in a timely manner., • Assists with the creation and development of project resource plans., • Data entry of monthly project expenses including sales tax, print slips, postage, etc., • Supports Project Managers and Principals including monthly resource plan update meetings., • Performs new consultant set up and maintenance, including W-9 forms and insurance certificates., • Coordinates and processes rental car requests, • Assists Controller with the update and completion of various financial reports., • Possess at minimum an Associates’ degree (or equivalent professional work experience) in accounting or finance., • Have 2+ years of job cost accounting experience, preferably in the A/E industry., • Demonstrate excellent verbal and written communications skills, be a proactive learner, maintain attention to detail, be customer focused, and demonstrate excellent time management skills., • Be a proficient user of Microsoft Office-especially Excel and Word, • Experience with and/or aptitude to learn database software (Deltek preferred). The above salary ranges represent a good faith range for incumbents of these positions. Actual offers will be based on experience, education level, and demonstrated skills and will be at the discretion of the employer. We actively support professional development, including steps towards licensure and/or related accreditations, as a benefit of employment. SWBR offers an outstanding compensation and benefits package and provides a creative environment. Applicants interested in joining a progressive, energetic and family-friendly firm that rewards hard-working team players and offers unlimited growth potential in a multi-studio design setting should view our website at to apply. SWBR is an Affirmative Action/Equal Opportunity Employer. Veterans and Individuals with disabilities are encouraged to apply.

Job Description Local CPA firm seeks senior staff accountant to join our fast-paced team. The ideal candidate will be a CPA or CPA candidate with over 5 years of public accounting experience, experience with construction accounting preferred. The candidate should be proficient in Word, Excel and QuickBooks, prior experience with CaseWare and ProSystem FX a plus. The candidate should be a self-starter, able to multitask and have a desire to learn and grow with our firm. Responsibilities: • Prepare GAAP financial statements, tax returns, and other financial reports including sales tax, payroll tax., • Ability to perform audit, review and compilation engagements to carry them through completion. · Tax return preparation and review of individual, corporation, partnership, not-for profit, trust and estate. • Tax planning, consulting and compliance, sales tax Nexus rules., • Develop effective working relationships with clients. · Assist with developing, training and mentoring staff. Qualifications: · Previous experience in public accounting or other related fields required. · Experience with current computer accounting programs and reporting tools such as QuickBooks, Caseware, ProSystem FX Accounting Software, Word and Excel. · Auditing experience a plus. · Ability to identify and research tax issues, develop resolutions, and prepare written conclusions. · Experience with real estate and construction a plus. Required: · BS in Accounting, CPA or CPA candidate preferred or Enrolled Agent · Self-starter with the ability to handle and manage multiple priorities. · 5+ experience working in public accounting or related field · Possesses strong knowledge and understanding of accounting, and Generally Accepted Accounting Principles (GAAP). · Understanding and knowledge of bookkeeping and accounting best practices. · Possess strong knowledge of tax law, federal and state(s). · Strong organizational, problem-solving, and analytical skills · The ideal candidate will be deadline driven, proactive, detailed oriented, and have solid communication and multi-tasking skills Benefits: Health Insurance 401k with matching PTO/Vacation Generous holiday time Travel allowance Company DescriptionGrowing East Side CPA FirmGrowing East Side CPA Firm

Job Description ITS has partnered with a world leading manufacturing company based in Rochester to recruit a Cost Accountant. Company Summary: Our client has deep roots and a rich history, becoming one of the leading manufacturing companies in electronic, mechanical, optical, and software technologies for various measuring systems. Our clients' products are particularly well suited to the unique challenges of medical device manufacturing, offering FDA compliant software and installation and operational qualification services. Position Summary: The Cost Accountant reports directly to the CFO and is responsible for planning, studying, collecting, and entering data into the ERP database determining costs of business activities, including purchases of raw materials, inventory, overhead, and labor costs. The Cost Accountant analyzes actual manufacturing costs and prepares periodic variance reports by comparing standard costs to actual production costs. Along with being involved in managing fixed assets/property plant and equipment and preparing and filing of sales and use tax returns. Role and Responsibilities: • Maintaining item cost data within the ERP software system platform., • Updating items after initial setup to have cost estimates of new and/or special products for establishing selling prices and production forecasts., • Maintaining source and cost type changes on all items., • Responsible for routine compilation of parts manufacturing costs for inventory accountability, distribution of factory labor, verification of actual costs and computation of variances., • Entering department labor and OH rates as needed annually in conjunction with biannual cost roll when approved by CFO., • Maintaining item product codes and associated markups for transfer and selling prices., • Interfacing with Purchasing, Manufacturing and Engineering Departments to establish achievable standards costs by reviewing vendor quote information and labor times and materials entered into Bills of Manufacture (BOMs)., • Knowledge of Transfer Pricing, current rules, techniques, and requirements., • Assisting in month-end closing, preparing journal entries as necessary, analyzing inventory valuation, inventory roll forward., • Preparing all fixed asset account reconciliations monthly and well as fixed asset entry and maintenance of company-wide depreciation expenses., • Working with manufacturing departments as needed to prepare new and maintain existing Cost Accounting work instructions, have updated in the Document Management System (DMS) as per ISO 9001 regulations., • Coordinating with IT department for system issues, maintenance, and development., • Analyzing cost accounting data and interface with the purchasing dept on monthly reviews of purchase price variance (PPV) activity and on make versus buy decision options., • Maintaining internal control documentation and test internal controls, system and procedural., • Reviewing and analyzing inventory and margin reports, conducting research and performing analytical studies in regard to cost analyses and profitability., • Ensuring timely submission, accuracy and validity of inventory, gross margin schedules to management., • Serving as a key resource for duty drawback project, and ability to recoup duty and tariff costs for International purchased parts included in machines that are sold outside of the USA., • Working with manufacturing, engineering and R & D personnel to capture all prototype/R & C costs, and record those costs as R & D expenses, relieving manufacturing overhead of such costs., • Performing ad hoc analyses and other tasks requested by management for review. Qualifications and Requirements: • Bachelor's degree in Accounting, Finance, or related field required., • 5+ years of cost accounting experience in a manufacturing environment required., • Planning and buying experience in a manufacturing setting is desirable., • Technical skills in accounting, reconciliation of cost analysis, big data analytics., • Ability to plan and manage multiple projects., • Problem analysis and resolution with attention to detail., • Strong team player., • Excellent interpersonal and communication skills., • Proficient skills in Microsoft Office Software.

Job Description ITS has partnered with a longstanding and growing commercial construction company in Henrietta, NY to recruit a Senior Accountant. Company Summary: Our client has a rich history with over 50 years of providing top-notch service defined by safety, community, and excellence. They prioritize the well-being of our team to uphold the highest standards of professionalism. Position Summary: The Senior Accountant reports directly to the Controller and will be an integral part of managing and improving their core financial processes across multiple divisions. The successful candidate be hands-on with project accounting & transactions, automation initiatives, and compliance responsibilities, while also serving as a workflow expert within the ERP system. Key Responsibilities: Project Accounting & Reporting • Set up and maintain project accounts across all divisions (Service, Roof, Paint)., • Process billing and revenue recognition for all active projects., • Prepare weekly labor reports, project reports, and estimate updates., • Generate weekly project summaries by division and provide variance analysis., • Lead the automation of weekly project reporting and WIP/YTD WIP reports., • Apply and reconcile AR deposits., • Perform timely follow-ups on outstanding receivables., • Record and review journal entries related to revenue, labor, and other cost components., • Reconcile balance sheet accounts monthly., • Perform bank reconciliations., • Support monthly and quarterly close, including report generation and analytical research., • Provide secondary approval and backup to Controller for outgoing payments., • Review sales tax transactions (Avalara to Acumatica) for accuracy., • Other duties as assigned by Controller. Qualifications and Requirements: • Bachelor's degree in Accounting, Finance, or related field, CPA or progress toward CPA designation preferred., • Minimum 5 years of progressive accounting experience, preferably in the construction industry., • Familiarity with construction-related billing practices and WIP schedules., • Strong understanding of project-based accounting and job costing., • Experience with ERP systems such as Acumatica (preferred) and sales tax software like Avalara., • Experience implementing automated workflows in accounting systems., • Advanced Excel skills; experience with automation tools or report writers a plus., • Excellent analytical, organizational, and communication skills., • Ability to manage multiple deadlines in a fast-paced environment.

Related experience may include: Account Manager, Rental Sales, Parts Sales, Service Manager, Customer Service Representative, Construction Manager, Tools Manager, Counter Sales Representative, Equipment Associate, Manager Trainee, Manager in Training Base Pay Range: $40,000. If you are interested in

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