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

Position Type: Regular In addition to the salary range, this role is also eligible for branch bonus and incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors. FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your client’s needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey. Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. When meeting with clients you will: • Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals., • Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs., • Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation. We place a premium on high performance, quality service and the ability to implement our strategy. Required skills include: • Active FINRA Series 7 license, • Series 66 (63/65) license, • Minimum of 5 years of financial experience, • Entrepreneurial and a self-starter mentality, • Polished and persuasive interpersonal and verbal/ written communication skills, • Able to quickly learn new technology and use a variety of data and systems, • Open to ongoing coaching and development to achieve positive client outcomes and career aspirations, • Strong time management skills and productivity; ability to successfully balance competing priorities, • Learning mentality, as you gain an understanding of all the products and services at Schwab, • Extensive Schwab network to best address client concerns This role will require a Monday – Friday 5x8 schedule At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

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

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 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.

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors. FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your client’s needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey. Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. When meeting with clients you will: • Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals., • Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs., • Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation We place a premium on high performance, quality service and the ability to implement our strategy. Required skills include: • Active FINRA Series 7 license, • Series 66 (63/65) license, • Minimum of 5 years of financial experience, • Entrepreneurial and a self-starter mentality, • Polished and persuasive interpersonal and verbal/ written communication skills, • Able to quickly learn new technology and use a variety of data and systems, • Open to ongoing coaching and development to achieve positive client outcomes and career aspirations, • Strong time management skills and productivity; ability to successfully balance competing priorities, • Learning mentality, as you gain an understanding of all the products and services at Schwab, • Extensive Schwab network to best address client concerns This role will require a Monday – Friday 5x8 schedule In addition to the salary range, this role is eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

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 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 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.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you’ll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members’ financial security. What you'll do: • Facilitate the member experience by answering phone calls, emails, and other requests from members., • Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states., • Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs., • Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels., • Maintain required Property & Casualty (P&C) licenses and state registrations., • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: • High School Diploma or GED equivalent, • Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed, • 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience, • Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: • US military experience through military service or a military spouse/domestic partner, • Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $47,529 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 22-Oct-2025. The posting may close early due to the volume of applicants. Team Overview: Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, This could be the right opportunity for you! The Edward Jones Generations™ team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs. What You Will Do: • Serve as a subject matter expert for complex cases requiring deep technical knowledge and extensive estate planning expertise. Need to demonstrate ability to understand how upcoming changes in legislation and regulatory environment may impact High Net Worth estate/legacy planning and proposed client strategies. Support the implementation of estate planning strategies and recommendations., • Communicate at an appropriate technical level with financial advisors, High Net Worth team, and clients to gain understanding of client's needs, aid in documenting client goals, articulate estate planning strategies and recommendations, identify expertise needed to help the client achieve their goals, and build relationships with clients and financial advisors., • Serve as a conduit to a third-party estate planning and legal advice service providers to implement estate planning strategies for clients. Setting expectations with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and customized client deliverables. Connect client's financial plan to their estate and legacy goals. Clearly articulate services to be rendered to 3rd party service providers. Need to ensure that 3rd party advice aligns to EDJ advice and guidance., • Facilitate the timely delivery and execution of estate planning advice between the third-party service provider and High Net Worth team., • Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services., • Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure proper alignment and continued evolution in partnership with the HNW business segment and APPS strategies., • Help shape and inform High Net Worth client facing advice and guidance related to complex estate planning as well as provide input on future products and services needed to meet client needs. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $140400 Hiring Maximum: $239100 Skills/Requirements What Experience You Need: • Bachelor's degree in Business, Finance, Accounting or Law required, • Advanced degree (such as JD) required, • Series 7 and 66 required within 6 months of hire, • Insurance license required 6 months of hire, • CFP® preferred or obtained in accordance with firm policy, • Ability to travel up to 10% to target markets, • 11+ years of experience in the financial services industry preferred, • Direct client service experience as a member of a HNW client-facing professional team required, • Understanding of Financial Advisor and Branch Team Support Member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings, • Ability to interpret and leverage firm advice and guidance to support the branch in creating a tailored solution for each client, • Proficiency using financial planning software or tools and interpreting results, • Deep understanding of financial planning concepts and application, • Deep expertise in complex estate planning strategies including but not limited to Spousal Lifetime Access Trusts, sales to Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Generational Skipping Tax Transfer (GSTT), generational gift planning, Qualified Personal Residence Trusts, etc. Should be able to understand and explain these strategies as well as identify when a strategy is appropriate to discuss with a client and ensures alignment to their financial plan and goals. Should also be familiar with implementation of these strategies for High Net Worth clients, • Ability to review High Net Worth client estate planning documents (i.e.trusts, wills, power of attorney, medical/healthcare directives, gift/estate tax returns, prenuptial agreements, divorce decree, business agreements, etc.) and identify opportunities to implement strategies that better align to client goals related to estate and legacy planning, • Deep Subject Matter expertise in complex estate planning for High-Net-Worth clients, • Strong presentation and communication skills, • Personal initiative and ability to collaborate and build relationships, • Ability to lead small groups and present findings in a clear and concise manner, • Ability to lead a client meeting with multiple professionals Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. 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-HO

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 06-Oct-2025. The posting may close early due to the volume of applicants. Description: Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former financial advisors (FAs) are unable to meet that obligation. The position requires flexibility, reliability and traveling full time to work in open offices. Desired candidates possess 2 or more years of experience as an Edward Jones financial advisor and are available to travel 100% with home visits scheduled every other weekend. Associates are responsible for managing travel expenses and submitting for reimbursement. Professional designations are strongly preferred. Key responsibilities: • Preserve and restore client relationships when a former FA is unable to meet those obligations., • Provide excellent client service and suitable investment advice during the transition period., • Provide initial contact and ongoing guidance and service to the clients., • Research and resolve any service issues or unfinished tasks., • Work in partnership with the boa to ensure a high level of customer service., • Keep the department apprised of any Compliance / Field Service concerns Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our ___. Hiring Minimum: $61600 Hiring Maximum: $101600 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements • Series 7 and 66 licenses and insurance licenses required: life, health and variable annuity, • Insurance licenses required: life, health and variable annuity, • 100% travel, • 2+ years of experience as an Edward Jones financial advisor, • Extensive flexibility, reliability and strong decision-making skills, • Strong communication and organizational skills, • Strong telephone and customer service skills, • Bachelor's degree in a business-related field is preferred, • Professional designations are preferred 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-HO

You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 23-Oct-2025. The posting may close early due to the volume of applicants. The Position: The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role. We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally. Key Responsibilities: • Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team, • Work daily to re-engage clients with our firm and to serve clients who are already engaged, • Provide excellent client service and tailored client solutions to meet the clients' needs, • Provide initial contact and ongoing guidance and service to the clients, • Research and resolve any service issues or unfinished tasks, • Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service, • Keep the department apprised of any Compliance/Field Supervision concerns At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. ___ to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Hiring Minimum: $61600 Hiring Maximum: $101600 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements *Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply. • Insurance license may be required in the future (life, health and variable annuity), • Experience as an Edward Jones Financial Advisor highly preferred, • Bachelor's degree in a business-related field is preferred, • Ability to understand information about various securities as well as functions of the business is critical. Must be able to understand and communicate research opinions and information on companies and investments; discuss current market conditions, industry trends and financial topics in the headlines., • Extensive flexibility, reliability and sound decision making skills, • Proven communication and organizational skills, • Exceptional telephone and customer-service skills, • Strong computer skills with the ability to learn and apply technical information, • Candidates bilingual in Spanish is a plus, • H.B.A. associates would have their home office audited annually 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.

Job Description Join Our GrowingTeam at Summit Business Group Position: Direct Outside Sales Leader About Us: At Summit Business Group, we're more than just an insurance agencywe're a supportive family dedicated to providing exceptional supplemental benefits plans to small and medium-sized businesses and their employees. Our culture focuses on building authentic connections and offering compassionate support to everyone we serve. If you're passionate about making a meaningful impact on others' lives, our Direct Outside Sales Leader role could be the perfect fit for you! The Role: As a Direct Outside Sales Leader, you'll have the exciting opportunity to inspire and guide a team while quickly advancing your career. You'll leverage your sales experience to implement our proven sales strategies and ensure seamless execution in the field. In your first 90 days, you'll transition into a leadership role where you can train and mentor new team members while also building and managing your own client portfolio. Enjoy the flexibility of setting your own schedule, tailoring your hours to meet your clients' needs. Your primary focus will be on developing strong, lasting relationships with business owners and essential clients. By understanding their unique challenges, you'll present tailored insurance solutions that genuinely enhance their operations. Using our cutting-edge Salesforce CRM, you'll engage potential clients through a mix of cold calls and in-person meetings. Your aim isn't just to close sales; it's to become a trusted advisor, providing ongoing support and guidanceespecially during the claims processto ensure client satisfaction and foster long-term relationships. What We're Looking For: * A minimum of 10 years of sales experience, ideally in customer-facing or outside sales roles. * Proven ability to conduct effective training sessions, both in-person and online. * Excellent organizational, communication, and presentation skills. * A genuine passion for helping and empowering clients, with a strong commitment to their well-being. * Health & Life general lines license, or a willingness to obtain one within 90 days (we'll support you through the process). Position Overview: This is a leadership role in outside sales, operating within your designated territory. You'll receive extensive training to engage with small and medium-sized businesses across various industries, interfacing directly with business owners and decision-makers to offer industry-leading supplemental insurance products and services. Your responsibilities will include: * Responding promptly to client emails and phone calls. * Scheduling follow-up appointments with prospective and current clients to assess their evolving needs. * Participating in scheduled calls or meetings with your sales team or manager. * Prospecting new businesses, referrals, and existing clients for continued service. * Building and maintaining a robust book of business through proactive relationship development. * Collaborating with your sales team manager to establish and achieve monthly and quarterly sales targets and quotas. * Cultivating meaningful relationships with local business owners within your territory. Selling Business to business. * Setting your own working hours and providing weekly schedules to your sales manager. * Balancing cold lead generation and sales with warm leads and appointments with existing clients, leveraging provided sales leads and engaging in targeted cold-calling efforts. * Submitting daily sales metrics and activity reports to track progress and performance. We Offer: * Virtual classroom training as well as hands-on sales training in your own territory * Weekly draw pay with bonuses and commission eligibility upon start * Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions * Advancement and promotions based on personal performance * Excellent ongoing professional development, advanced sales training, and leadership training * Increased schedule flexibility once you have an established book of business * Work around other like-minded, driven, caring people in a culture that feels like a family Additional Position Qualifications: * Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered) * Bachelor's degree or a minimum of 10 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 10 years of professional work experience who have relevant or specialized outside sales experience. Your New Journey: If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members. Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together. Learn more and apply at:

Job Description Job purpose Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial strategies. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service. This role will be central in calculating, maintaining, and reporting investment performance based on custodian data. The Performance Analyst will work closely with both the investment team and the executive leadership to design, maintain, and enhance a composite performance process, and ensure that our performance reporting is accurate, reliable, and aligned with strategic goals. Note: This role would be 5 days onsite at the Scottsdale Corporate Office. Duties and responsibilities • Calculate and maintain portfolio performance using custodian data, including time-weighted returns, trailing returns, and linked-daily factor methods., • Develop and sustain the firm's composite performance process (defining composites, ensuring consistency across portfolios, aligning with best practices)., • Build, maintain, and enhance performance dashboards and reports using Sigma, with underlying data stored in Snowflake and Supabase., • Verify, reconcile, and troubleshoot performance data: identify discrepancies between internal data and custodian/third-party sources; resolve differences., • Document performance methodologies, definitions, and standards (e.g. return conventions, composite inclusion/exclusion)., • Provide performance insight and analysis to investment team members and executives: prepare periodic performance reports, support decision making., • Suggest and implement process improvements or automation in performance calculations and report generation., • Assist with data governance around performance metrics: ensure accurate lineage, definitions, and auditability. Qualifications • Bachelor's degree in Finance, Economics, Mathematics, Data Science, or related field., • 5-7 years of relevant experience in performance analysis, investment operations, or a closely related role., • Strong understanding of performance concepts: time-weighted returns, trailing returns, composite performance, linked daily factors., • Familiarity in SQL (or strong query skills in relational databases) for extracting data; experience with Snowflake or similar is a plus., • Comfortable working with BI/reporting tools such as Sigma; familiarity with Supabase or other cloud-hosted data platforms also helpful., • Strong attention to detail, accuracy, and ability to handle reconciliation tasks., • Good communicator; able to explain technical/quantitative matters to non-technical stakeholders (investment team, executives)., • Familiarity with regulatory or industry standards for performance reporting (e.g., GIPS®)., • Exposure to scripting or data transformation tools (Python, dbt, etc.)., • $85,000 to $95,000 base salary plus bonus., • Future career growth opportunity., • 401(k) with a matching contribution up to 13%., • United Healthcare PPO medical coverage for employees, paid by the company., • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.

Job DescriptionDescription: The primary purpose of this job is to maintain the service metrics for the Quick Lane and Service Departments, while retaining a high level of customer satisfaction. Requirements: Essential Functions: • Retain a high level of customer satisfaction at or above Group Average, • Maintain a high level of Service Metrics Measurements, • Follow the Written Service Drive Process for both Quick Lane and Service Departments, • Control expenses including Rental Vehicles and policy adjustments, • Develop and exhibit good problem solving skills, including solving concerns with customers and associations without involving management, • Develop accounting skills for the Service department, • Learn to use the DMS (Dealership Computer System), • Understand the Ford Warranty Process, • Manage and control the daily Work-In-Process (WIP) and Special Orders for Parts, • Continue all training and certification classes, • Maintain a good relationship with all departments, • Endorse a high level of professionalism Education Required: • High School Diploma or equivalent Practical Experience: • 1 year of experience in the field is required

Job Description Join Our Dynamic Team at Summit Business Group Position: Direct Sales Leader Number of Openings: 1 Territory Sales Leadership Position Available About Us: Summit Business Group isn't just an insurance agency; we're a close-knit family committed to delivering top-tier supplemental benefits plans to small and medium-sized businesses and their employees. Our culture revolves around fostering genuine connections and offering empathetic support to all we serve. If you thrive in roles where your contributions directly impact the well-being of others, then our Direct Sales Leader role is tailor-made for you. The Role: We believe in leadership by example anda Direct Sales Leader, you'll have the opportunity to lead by example while fast-tracking into a position where you'll train and mentor others. Leveraging your extensive sales background, you'll absorb and implement our proven sales process, ensuring seamless execution in the field. Within the first 90 days, you'll transition into a hybrid sales/training role, guiding and empowering new team members to excel while building and maintaining your own book of business. Out in the field, you'll autonomously manage your schedule, aligning your hours with the business needs of your clients. Your primary focus will be on cultivating enduring relationships with business owners and key stakeholders, adeptly assessing their needs, and presenting customized insurance solutions that genuinely enrich their lives. Utilizing our cutting-edge Salesforce CRM, you'll engage potential clients through a combination of cold calls and face-to-face interactions. Your aim isn't just to close sales but to become a trusted advisor, offering ongoing support and guidance, particularly during the claims process, to ensure client satisfaction. What We're Looking For: • A minimum of 10 years of sales experience, preferably in customer-facing or outside sales roles., • Demonstrated ability to conduct comprehensive training cycles, both in-person and online., • Exceptional organizational, communication, and presentation skills., • A genuine passion for assisting and empowering clients, with a sincere commitment to their well-being., • Health & Life general lines license, or the willingness to obtain it within 90 days (with support from Summit). Position Overview: This is a leadership role in outside sales, operating within your designated territory. You'll receive extensive training to engage with small and medium-sized businesses across various industries, interfacing directly with business owners and decision-makers to offer industry-leading supplemental insurance products and services. Your responsibilities will include: • Responding promptly to client emails and phone calls., • Scheduling follow-up appointments with prospective and current clients to assess their evolving needs., • Participating in scheduled calls or meetings with your sales team or manager., • Prospecting new businesses, referrals, and existing clients for continued service., • Building and maintaining a robust book of business through proactive relationship development., • Collaborating with your sales team manager to establish and achieve monthly and quarterly sales targets and quotas., • Cultivating meaningful relationships with local business owners within your territory. Selling Business to business., • Setting your own working hours and providing weekly schedules to your sales manager., • Balancing cold lead generation and sales with warm leads and appointments with existing clients, leveraging provided sales leads and engaging in targeted cold-calling efforts. Virtual classroom training as well as hands-on sales training in your own territory * Weekly draw pay with bonuses and commission eligibility upon start * Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions * Advancement and promotions based on personal performance * Excellent ongoing professional development, advanced sales training, and leadership training * Increased schedule flexibility once you have an established book of business * Work around other like-minded, driven, caring people in a culture that feels like a family Additional Position Qualifications: * Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered) * Bachelor's degree or a minimum of 10years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 10 years of professional work experience who have relevant or specialized outside sales experience. Your New Journey:If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members. Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together. Learn more and apply at:

Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $140,500 at plan earnings Responsibilities: • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, • This is not just a sales job—it’s a career with purpose and opportunity, • You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college, • As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clientsQualifications:, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Bachelor’s degree in business administration, finance, or related field is required, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Competitive, • Enterprising, • Coachable, • Communicative, • Self-disciplined, • Authentic, • Winning Attitude About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT 2 year after year, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19 Lance Gillman, Senior Partner, New York Life

Job Description Join a Company Where HR Leadership Shapes the Future– Join AIS Infrastructure in Tempe, AZ! At AIS Infrastructure, we're not just expanding-we're redefining what excellence looks like in construction services nationwide. As an HR Manager in our Tempe office, you'll play a pivotal role in driving that transformation. This is more than a traditional HR role. You'll be a strategic partner to local and corporate leadership, aligning people strategies with business objectives, guiding workforce planning, and fostering a culture rooted in safety, innovation, and operational excellence. From leading onboarding and talent development initiatives to advising on employee relations and engagement, your work will directly influence our growth and success. We're looking for a leader who thrives on building strong teams, shaping culture, and driving results. And with Tempe's vibrant community and natural beauty, you'll find the perfect balance of career impact and lifestyle. Ready to lead where HR meets strategy? Join us at AIS Infrastructure. ABOUT US: With 40+ years of heavy civil experience, AIS Infrastructure (AISI) footprint spans across the Southern United States, with our headquarters based out of Chattanooga, TN. Our vision is to be a company where our employees find fulfillment and our customers find complete satisfaction, while our local communities and the shareholders of ASRC benefit from our existence. Our mission is to become the premier heavy civil construction company in the United States; achieved by the pursuit of excellence in all areas of our business. AIS Infrastructure (AISI) is a wholly owned operating company of ASRC Industrial (AIS). AIS was founded in 2016 by Arctic Slope Regional Corporation (ASRC), an Alaska Native Corporation (ANC) established under the Alaska Native Claims Settlement Act of 1971. As part of an ANC, AIS Infrastructure is a Minority Business Enterprise. Their AIS BCSS group is also a certified 8(a) business, offering further contracting advantages to government agencies. These designations help clients meet their diversity spending objectives, while also providing sustainable returns for 13,600 Iñupiat shareholders. ABOUT THE JOB: We're seeking a seasoned and forward-thinking HR Manager to help elevate our workforce strategy, enhance employee experience, and align HR initiatives with business objectives. In this role, you'll serve as a trusted advisor to department leaders and collaborate with HR and cross-functional teams to drive impactful change. You'll lead workforce planning efforts, champion employee engagement, and ensure seamless execution of core HR programs. Your ability to analyze HR data and translate insights into action will be key to shaping decisions and strengthening our organizational culture. From managing employee relations to fostering a culture of collaboration and service excellence, your leadership will help power our continued growth. RESPONSIBILITIES INCLUDE: Regional Focus – Western Operations • Provide HR support for projects, field sites, and offices across the Western region., • Lead full-cycle recruitment for field and office roles, including sourcing, interviews, and onboarding., • Guide leaders on employee relations, investigations, and performance management., • Partner with operations on workforce planning, succession readiness, and organizational design., • Ensure compliance with federal and state labor laws, including California, Oregon, and Washington., • Conduct site visits to support field employees, reinforce company culture, and address concerns., • Oversee onboarding, orientation, and training programs tailored to field operations., • Conduct exit interviews and reports retention trends to leadership. Strategic & Shared Responsibilities • Collaborate with East Coast HR leadership to maintain alignment on HR policies and initiatives., • Partner with the HR Director to execute company-wide HR strategies that support business objectives., • Use HR metrics and dashboards to identify trends and guide data-based decisions., • Support performance management systems, engagement surveys, and HRIS implementations., • Drive consistency and transparency in HR processes across all divisions., • Contribute to culture-building, recognition, and employee engagement programs., • Maintain accurate and confidential employee records and documentation., • Administer benefits, leaves of absence, and employment status changes., • Stay current with labor regulations, safety requirements, and industry HR best practices., • Enforce AIS policies and safety standards across all levels of the organization. ABOUT YOU: At AIS Infrastructure, our employees are our greatest asset-and we're looking for an experienced HR Manager who shares our passion for excellence and our commitment to continuous improvement. In this role, you'll go far beyond traditional HR functions. You'll be a strategic partner, helping to build and sustain high-performing teams that reflect our values and drive our success. This is a role for someone who thrives on building strong relationships, solving complex challenges, and making a measurable impact. In addition to your passion and purpose, to be successful in this HR Manager role, you will possess the following: Education & Certification • Bachelor's degree in human resources, Business Administration, or related field, • 5–8 years of progressive HR experience, including at least 2–3 years in a managerial or HRBP capacity, • Proven experience supporting multi-site or regional operations, ideally across both West and East Coast locations, • Construction or infrastructure industry experience highly preferred, • Strong background in employee relations, performance management, and talent acquisition, • Experience with compliance across multiple states, especially California, Oregon, and Washington labor laws, • Strong understanding of HR principles and employment practices., • Excellent communication, relationship-building, and problem-solving skills., • High degree of integrity, discretion, and professionalism., • Proficient in HRIS and ATS systems, and skilled with Microsoft Office Suite., • Analytical mindset with ability to use data for decision-making., • Office-based with regular site visits to construction projects., • Standard weekday schedule with flexibility for field or urgent HR needs., • Occasional travel required across regional job sites., • Must be comfortable working in construction environments with PPE when needed. We thank you for your time in learning a little about us here at AIS Infrastructure, as well as the opportunity we have available for someone who is Dependable, People-oriented, and Achievement-oriented. You will find we offer a generous Benefit Plan which includes PTO, Matching 401k, Paid Holidays, Medical (Starts on your 1st day), Dental, Vision options, and much more! EEO Statement: ASRC Industrial and its operating companies affords equal opportunity in employment to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, pregnancy, familial status, disability status, veteran status, citizenship status, genetic information or any other characteristic protected under Federal, State or Local law. ASRC Industrial is an Equal Opportunity Employer. ASRC Industrial, ("AIS"), and its Operating Companies will never ask job candidates for sensitive personal information (such as Social Security numbers, banking details, or payment of any kind) during the hiring process. If you receive unsolicited communications from individuals claiming to represent ASRC Industrial using non-official email addresses (e.g., not from @asrcindustrial.com), please report the message and do not engage. Official job postings can always be found on our website: asrcindustrial.com/careers/

Job Description As Tax Manager, you’ll partner directly with ultra-high-net-worth individuals and family offices, guiding them through complex tax planning, wealth transfer, and compliance strategies that shape financial legacies. What You’ll Be Doing • Lead and oversee tax engagements for UHNW families and private clients, • Review and prepare complex federal and state returns (individual, trust, estate, partnership), • Provide strategic advice on income, estate, gift, and trust tax matters, • Partner with legal, wealth, and investment advisors to deliver holistic solutions, • Serve as a trusted advisor to clients year-round, not just during tax season, • Mentor and develop associates and advisors, helping shape best practices across the team, • Contribute to process improvement and uphold a culture of excellence Requirements Who You Are • 8+ years of progressive experience in tax advisory or public accounting, • Active CPA required; Master’s in Taxation or Accounting preferred, • Strong technical expertise in individual, partnership, trust, estate, and gift taxation, • Proven ability to lead client relationships and manage multiple engagements, • Excellent communicator with a collaborative, service-first mindset, • Big Four experience strongly preferred, • Experience with family offices or private wealth clients is a plus, • Demonstrated stability and long-term growth in prior roles BenefitsFeatured benefits • Medical insurance, • Vision insurance, • Dental insurance, • 401(k), • Tuition assistance

Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Employee Benefits Sales Producer – Employee Benefits Client Advisor Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Help clients experience a modern alternative to employee benefits Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures. Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent. We are growing rapidly, and we are looking for future leaders. To learn more about us, please visit Our Client Advisors ... • Are responsible for identifying, soliciting, and closing new Employee Benefits business, • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities, • Identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so), • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage, • Identify opportunities to round out accounts for existing clients, • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier, • . . .Are personable and highly motivated to grow personal success, • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines, • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates, • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like HubSpot, • . . . Work independently and enjoy a high degree of interaction with team members, • . . . Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives, • . . . Consistently demonstrate effective written and verbal communication skills, • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MS1 Powered by JazzHR SNBj1q9CLM

Job Description Medicine for Business and Industry (MBI) operates outpatient clinics specializing in acute injury care within an Occupational Medicine setting. Our services focus on treating occupational injuries. No chronic pain management! Our fully integrated EMR system enables providers to deliver high-quality patient care with minimal administrative responsibilities. MBI currently has 31 locations in Arizona, Colorado, California, and Nevada. Significant career growth opportunities are available for qualified candidates. Successful candidates come from various medical backgrounds including Urgent Care, Family Practice, Internal Medicine, Emergency Medicine, Sports Medicine and Orthopedics. Work Schedule: onsite hours at Goodyear on Saturdays from 8:00 AM to 5:00 PM, followed by on-call coverage from Saturday at 5:00 PM through Monday at 7:00 AM Summary: Under the supervision of a licensed physician, Physician Assistants and Nurse Practitioners provide healthcare services to patients in clinic and via tele-medicine according to the established principles of the clinical practice. APPs act as a medical consultant/advisor regarding the medical status of the clients presenting for physical examinations. Organizational Duties and Responsibilities: • Supports the values, mission, and vision of MBI Industrial Medicine, Inc., as evidenced by compliance with all organizational policies and procedures., • Supports the facilities positive interaction with others as evidenced by professional maturity, respect for others, a team centered approach, maintenance of confidential information, and appreciation of a variety of viewpoints and diversity in the workplace., • Exhibits effective communication skills, including proper use of corporate communication systems and chain of command., • Supports the strategic plan of MBI Industrial Medicine, Inc., as evidenced by a working knowledge of the organization’s goals, mission, and values, implementing them in daily practice., • Participates in strategic planning activities as requested by the Center or State medical leader., • Works in partnership with the Clinic Administrator and Center Medical Director to promote the best patient outcomes, work processes, and staff engagement. Job Functions: • Provides healthcare to patients both in clinic and via tele-medicine according to the established principles of clinical practice and the current organizational plan or need., • Consults Center medical director or on-site staff physician for recommendations on clinical management and treatment plans when needed., • Perform complete history and physical exams for the purpose of determining capacity to safely perform specified job functions., • Provide medical opinion regarding job accommodations if needed to safely perform specified job functions., • Participate in the legal process of workers’ compensation, including Samm’s calls, depositions, and testifying in hearings when requested., • Evaluate and manage the following conditions:, • Common occupational musculoskeletal injuries of the neck, back, and upper and lower extremities., • Work-related injuries to the head with or without loss of consciousness, assuming the individual is currently conscious and alert., • Work-related injuries to the chest or abdomen, with the possibility of hernias., • Work-related lacerations of the face, scalp, and extremities., • Work-related eye injuries, including foreign bodies to the eye, non-penetrating eye injuries, and chemical exposures., • Work-related rashes and other occupational skin conditions., • Occupational asthma and other work-related respiratory symptoms., • Treatment of non-displaced uncomplicated fractures, including interpreting radiographs, splinting, and orthopedic referral when appropriate., • Evaluation and management to include:, • Perform complete and accurate history and physical, including detailed documentation of current work-related complaint, mechanism of injury, activity and occupational limitations, leading to accurate diagnosis and medically appropriate management of the patient., • Being aware of OSHA recordability and rendering medically appropriate care, while being aware and sensitive to treatment which makes an injury recordable to the employer., • Prescription of appropriate medications and therapy., • Ordering and interpretation of radiographs., • Referral for specialized testing such as MRI, EMG as necessary and appropriate., • Referral for specialty care as appropriate., • Identification of appropriate limitations to activity at home and work., • Rendering an opinion regarding causality and work relatedness., • Communication with employers at the completion of the first visit to review the treatment plan and work capacity of the patient, and at times through the case as requested from the employer or when deemed necessary by the treating provider. Requirements: • Master’s degree and/or appropriate licensure to work as a N.P. or P.A., • Active full DEA license., • Current BLS certificate., • FMCSA certified for DOT exams within 90 days of hire., • Skills in exercising a high degree of initiative, judgment, discretion, and decision-making to achieve organizational objectives in a rapidly changing business environment., • Outstanding communication and interpersonal skills with the ability to communicate clearly and effectively both verbally and in writing., • Proficient computer skills. Ability to document efficiently in the electronic health record., • Customer service oriented; strong organizational skills and ability to develop relationships with staff, patients, and clients., • Must maintain confidentiality., • Valid driver's license and reliable transportation required., • Must be commutable to both our Goodyear and Kyrene clinics. Equal Opportunity Employer

Job Description Remote Expatriate Tax Preparer (CPA / EA) Krozel Capital – 100% Remote Who We Are Founded in 2011, Krozel Capital is a virtual-first boutique firm specializing in expatriate tax preparation and compliance for international clients. Our owner, a CPA herself, has lived the expat life with 7 moves in 16 years and deeply understands the unique challenges our clients face. We primarily serve executives and professionals abroad with complex tax situations involving foreign or multiple rental properties, employer equity compensation, ownership of foreign entities, foreign pensions, and multi-state filings. Our commitment is to deliver 'professional quality' with 'personal service', while continually investing in technology to streamline workflows and enhance the client experience. The Opportunity As client demand for integrated tax and financial planning has grown, we launched a sister RIA firm to meet those needs. Its rapid growth now requires us to bring on an experienced tax professional. This role is pivotal — freeing up the owner’s time to focus on firm strategy and growth. We’re looking for a key team member who wants to grow with us as we scale and plan to double or triple our client workload. Key Responsibilities * Prepare and review complex U.S. expatriate tax returns (Forms 1040, 2555, 1116, 8938, 8858, 8865, 5471, 8621, plus FBAR filings). * Communicate directly with clients via email, phone, and video — gathering information, answering questions, and delivering excellent service. * Support and help manage the firm’s federal & state tax notice tracking and response program. * Serve as the point person for the firm’s SurePrep software. * Collaborate with the Director of Tax Services and other team members to manage workflow, review returns, and ensure quality. * Step in across the preparation process — from initial data entry to final review — to ensure smooth client experiences. Requirements We’re not looking for a back-office processor — this is a client-facing role requiring confidence and collaboration. * Licensure: Active CPA or EA license. * Experience: At least 3 years of full-time expatriate tax preparation within the last 5 years (5+ preferred). * Authorization: Must be legally authorized to work in the U.S. (location flexible). * Technical Knowledge: Deep understanding of expat filings, including 1040 with schedules A–E, 2555, 1116, 8938, FBARs; experience with 5471, 8621, 8858, 8865 strongly preferred. * Communication: Strong customer service and client-interaction skills. * Availability to Travel: One in-person company retreat annually (past retreats include Austin, San Diego, Miami, and Colombia). Helpful, But Not Required * Experience preparing returns for expatriates in Singapore or the Netherlands. * Prior use of UltraTax software. * Familiarity with Karbon, Canopy, or TaxDome practice management tools. Position Details & Benefits * Employment: Full-time, permanent (30 hrs/week possible). * Work Environment: 100% remote with flexible hours. * Compensation: Competitive salary plus a share of the firm’s quarterly bonus pool. * Healthcare: $4,500 annual stipend for health and dental. * Retirement: Simple IRA with employer contributions. * Time Off: Unlimited PTO. * Professional Development: Continuing education subscription (e.g., Surgent) plus $2,000 annually for additional courses/conferences. * Home Office Support: Company laptop and $1,000 annual stipend for home office equipment. This Role Is Ideal For: * An experienced tax professional seeking a stable, flexible, and collaborative remote career. * A self-employed preparer with a small book of business who wants to offload admin tasks and focus on high-level client service within a supportive team. Company DescriptionFounded as a virtual tax firm in 2011, Krozel Capital specializes in expatriate tax compliance and preparation. We are unique in that we are one of the only expat-focused firms that can also provide financial planning and investment services to our clients through a separate firm licensed as a Registered Investment Advisor (RIA). We work with executives and professionals living abroad who have complex reporting requirements (e.g. foreign rental properties, restricted stock units, stock option compensation paid abroad, etc.) Krozel Captial prides itself on offering personal, professional, and quality services. We have invested in Customer Relationship Management (CRM) and workflows to automate processes. We are committed to continuously improving the client experience as well as improving internal procedures. We love helping out clients plan for the future.Founded as a virtual tax firm in 2011, Krozel Capital specializes in expatriate tax compliance and preparation. We are unique in that we are one of the only expat-focused firms that can also provide financial planning and investment services to our clients through a separate firm licensed as a Registered Investment Advisor (RIA). We work with executives and professionals living abroad who have complex reporting requirements (e.g. foreign rental properties, restricted stock units, stock option compensation paid abroad, etc.) Krozel Captial prides itself on offering personal, professional, and quality services. We have invested in Customer Relationship Management (CRM) and workflows to automate processes. We are committed to continuously improving the client experience as well as improving internal procedures. We love helping out clients plan for the future.

Job Description Steven M. Vogt, CPA, EA of Chandler, AZ is actively searching for a full-time Lead Tax Preparer with a positive attitude and a lot of experience. This position pays $80-$100/hour, depending on experience. The higher wage is for an experienced CPA or EA who can prepare any type of tax return (Form 1040, 1041, 1065, 1120-S) from start-to-finish without errors and prepare financial statements for our bookkeeping clients and business tax returns. We also offer medical, dental, vision, a 401(k) plan with matching contributions, paid sick time, one week paid vacation after the first year, continuing professional education, amazing growth opportunities, and the opportunity to work with a great team. We help our staff balance their professional career with their family life by giving them up to 7 weeks of unpaid vacation per year and every Friday off after tax season (May-December). If this sounds like the right opportunity for you, apply today! ABOUT STEVEN M. VOGT, CPA, EA With offices in Chandler and Queen Creek, AZ, we are a full-service tax preparation and accounting CPA firm focusing on small businesses and personal taxation that serves clients both in-person and long-distance. We provide the same level of service and security to our clients online that they receive sitting in our office, but with the personalization that software packages can't. Our business is based on trust. Many of our clients look at us as more than just their tax or financial advisor. In fact, many call us their friends. We encourage an office environment that feels like a home away from home. We are more interested in quality than quantity of work and have a great collaborative team spirit. We offer very competitive pay, excellent benefits, and opportunities for advancement. We also provide ongoing training to help our staff succeed in their positions and to continue growing professionally. A DAY IN THE LIFE OF A TAX PREPARATION ASSOCIATE / TEAM LEAD Our Tax Preparation Associate / Team Lead is the face of our company and works hard to forge genuine and positive relationships with our clients that have them coming back every year! You meet with clients and prepare tax returns for individuals, partnerships, and S-corporations. You are open and honest when offering tax advice and help ensure that clients do not overpay, and their tax returns are accurate. You are a hands-on leader who instills a sense of ownership and integrity as you teach and mentor other tax preparers. You are dedicated to providing exceptional customer service while helping support our growing firm toward success! QUALIFICATIONS • CPA and/or EA license, • At least 5 years of experience preparing Individual, S-Corp, and Partnership tax returns, • Can prepare tax returns from start-to-finish, error-free WORK SCHEDULE This full-time tax preparation position typically works 40-50 hours/week, Feb 1 - Apr 15 and 30-40 hours/week, May 1 - Jan 31. ARE YOU READY TO JOIN OUR TEAM? If this tax preparation job with our accounting firm sounds like the right opportunity for you, apply today. We look forward to meeting you! Location: 85286 Company DescriptionWith offices in Chandler and Queen Creek, AZ, we are a full-service tax preparation and CPA firm focusing on small business and personal IRS taxation that serves clients both in-person and long distance. We provide the same level of service and security to our clients online that they would receive sitting in our office but with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as our clients' life events, such as the birth of a child, a new business, new home, or inheritance.With offices in Chandler and Queen Creek, AZ, we are a full-service tax preparation and CPA firm focusing on small business and personal IRS taxation that serves clients both in-person and long distance. We provide the same level of service and security to our clients online that they would receive sitting in our office but with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as our clients' life events, such as the birth of a child, a new business, new home, or inheritance.

Job Description Technical Customer Support Advisor Driven and customer-centric Technical Support Advisor with 1+ year of experience delivering exceptional service in dynamic, high-volume environments. Recognized for expertly resolving complex technical issues with a calm, solutions-oriented approach across both Microsoft and Apple platforms. Skilled at troubleshooting a wide range of software, hardware, and device concerns, ensuring a seamless customer experience every step of the way. Highly adaptable and self-motivated, with the ability to manage multiple systems, tools, and conversations simultaneously—all while maintaining clear, professional communication tailored to diverse user needs. Committed to continuous improvement through coaching, feedback, and staying current with emerging technologies. Core Strengths • Exceptional Communication: Clear, concise, and customer-friendly, both written and verbal, • Technical Troubleshooting: Skilled across PC, Mac, iOS, tablets, and various software environments, • Customer-Centered Mindset: Takes full ownership of the customer journey from issue to resolution, • Composure Under Pressure: Remains calm, patient, and professional in challenging situations, • Time & Task Management: Efficient multitasker with strong research and documentation skills, • Full availability for rotating 8-hour shifts within a 12-hour window (e.g., 5am–5pm, 6am–6pm), including weekends, • Education: High School Diploma or GED (required) Because we're locally owned, we live in and work in this community and have a vested interest in its success. In addition to our staffing services, our team is actively involved with a wide variety of causes and organizations that help strengthen our beautiful city. Our Vision: To help as many people as possible find good jobs by helping as many clients as possible find good people.Express Employment Professionals of Mesa, AZ is a leading staffing provider helping job seekers find work with a wide variety of local businesses.\r\n\r\nBecause we're locally owned, we live in and work in this community and have a vested interest in its success. In addition to our staffing services, our team is actively involved with a wide variety of causes and organizations that help strengthen our beautiful city.\r\n\r\nOur Vision:\r\nTo help as many people as possible find good jobs by helping as many clients as possible find good people.

Job Description Position Overview: We are seeking an experienced Automotive Service Advisor to be the primary point of contact between our customers and technicians. The ideal candidate will combine strong customer service skills, technical knowledge, and sales ability to ensure a smooth, professional, and efficient service experience. Responsibilities: * Greet customers and provide a welcoming, professional experience. * Understand and explain automotive services, repairs, and recommendations clearly and patiently. * Review digital inspections and provide them to customers in a professional and clear manner. * Prepare accurate estimates for recommended repairs and services. * Manage service appointments, workflow, and technician assignments efficiently. * Order and receive parts, and timely manage returns to include cores, defects, and warranty. * Maintain accurate service records and documentation using our service software (Mitchell1 experience a plus). * Monitor repair progress and communicate updates to customers proactively. * Handle multiple tasks in a fast-paced environment while maintaining professionalism and attention to detail. * Build and maintain strong customer relationships, encouraging loyalty and trust. * Collaborate with technicians to ensure timely, accurate, and high-quality service delivery. Qualifications: * Proven experience as an Automotive Service Advisor or similar role. * Strong customer service, communication, and interpersonal skills. * Solid understanding of automotive systems and repair processes. * Ability to explain technical issues to customers in a clear, patient manner. * Professional, courteous, honest, and detail-oriented. * Excellent time-management and multitasking abilities. * Strong computer skills; experience with Mitchell1 service writing tools a plus. * Ability to adapt and thrive in a fast-paced environment. What We Offer: * Competitive pay structure: hourly + commission, based on experience and verified past performance or salary history * Paid time off * Retirement benefits * Training and tuition reimbursement * Employee purchase discounts * On the job training * Opportunities for professional growth Why Join Us: Be part of a family-owned shop with a loyal customer base, a supportive team, and a reputation for excellence. Your work will be valued, your skills will grow, and every day will be engaging. Company DescriptionNew Dimensions is a busy, family-owned repair shop in Mesa’s Las Sendas / Red Mountain area. With over 20 years of loyal customers and a reputation for excellence, our team works on all makes and models—including European and highline vehicles. We offer competitive pay, paid time off, retirement benefits, training opportunities, employee discounts, and NO WEEKENDS. Join a growing team where your skills are valued and every day is rewarding.New Dimensions is a busy, family-owned repair shop in Mesa’s Las Sendas / Red Mountain area. With over 20 years of loyal customers and a reputation for excellence, our team works on all makes and models—including European and highline vehicles.\r\n\r\nWe offer competitive pay, paid time off, retirement benefits, training opportunities, employee discounts, and NO WEEKENDS. Join a growing team where your skills are valued and every day is rewarding.

Job DescriptionDescription: Position Primary Responsibilities: Aircraft Sales & Acquisition Specialist is responsible for leading the end-to-end process of managed aircraft transactions, including sourcing, evaluating, marketing, negotiating, and closing aircraft sales and acquisitions. This role requires deep knowledge of the private and commercial aviation markets, exceptional negotiation skills, and strong client relationship management. Secondary Responsibilities: The Retail Charter Sales Representative is responsible for generating and managing sales of private charter services to individual and group clients. This role involves identifying sales opportunities, building relationships with new and existing customers, and providing exceptional service throughout the charter booking process. The ideal candidate is a motivated self-starter with excellent communication skills and a passion for delivering tailored travel experiences. Requirements: Sales & Marketing: • Develop and manage a portfolio of managed aircraft operated by our Charter Department, • Create marketing strategies, sales materials, and listings for the acquisition of managed aircraft., • Identify and engage with prospective clients and sellers globally., • Conduct aircraft showings, demonstrations, and attend industry events/trade shows., • Proactively sell private charter services to retail clients through inbound and outbound calls, emails, and client meetings., • Provide detailed information about aircraft types, pricing, routing, and other charter options., • Develop and maintain a client portfolio by building strong relationships and offering personalized travel solutions., • Negotiate contracts, finalize booking details, and coordinate with operations to ensure seamless trip execution., • Monitor market trends and competitor activity to identify new sales opportunities., • Respond promptly to client inquiries and provide high-quality customer service before, during, and after flights., • Maintain accurate records of all sales activities using CRM software., • Source managed aircraft for Sherpa Air Charter Department., • Coordinate pre-purchase inspections and third-party appraisals for aircraft sales., • Negotiate terms of management contracts, purchase agreements, and LOIs., • Build and maintain long-term relationships with aircraft owners, brokers, and aviation professionals., • Serve as a trusted advisor to high-net-worth individuals, corporate flight departments, and charter operators., • It is required for the person fulfilling this position to communicate with the Internal Charter Operations Team; whether it is management, sales, or coordinators., • Responsible for involving Internal Charter Team in any sales and flight planning information with the client., • Creating an open-ended relationship with the Internal Charter Team to track all sales and promote best quality of service on all trips., • Bachelor's degree in Aviation, Business, Finance, or a related field (preferred but not required)., • 3–7+ years in aircraft sales, brokerage, or aviation consulting., • Experience with private/business aviation markets strongly [PH1] preferred., • Proven ability to develop and manage customer accounts — often high-net-worth individuals, corporations, or government agencies, • Experience working with OEMs, MROs, or aircraft brokers., • Deep knowledge of aircraft models, values, and market trends., • Excellent communication, negotiation, and presentation skills., • Proficiency with CRM systems, MS Office, and aircraft valuation tools (e.g., Vref, Aircraft Bluebook)., • Self-motivated and results-driven., • High integrity and professionalism., • Strong analytical and organizational skills. Sherpa Air will make reasonable accommodations in compliance with the Americans with Disabilities Act 1990 EEO/AA: Sherpa 6 does not discriminate based on race, color, national origin, sex, religion age, disability, sexual orientation, gender identity, veteran status, height, weight, or marital status in employment or the provision of services and is an equal access/opportunity/affirmative action employer. Benefits: We offer a competitive benefits package, covering the cost of medical for you and your family; we also offer dental, vision, health and wellness benefits and a generous retirement savings plan. We believe that our employees can manage their workload and their personal life, therefore we extend a generous PTO policy. This allows our employees to balance their lives as they see fit. Salary Range: The proposed salary range is reflective across all Sherpa Air locations, years of experience and skill levels. Salary negotiations will be based on a host of factors including but not limited to your geographic location, prior experience, relevant skills, education, and certifications.

Job Description About NovaSource NovaSource Power Services is the world’s #1-ranked solar operations and maintenance (O&M) provider and insight-driven total asset optimization partner for renewables asset owners ready to fuel smart growth. With over 20 years of operating experience and a presence on 5 continents, NovaSource has the global reach and strategic capabilities to achieve our clients’ renewables goals around the world. NovaSource’s comprehensive approach to total asset optimization in addition to O&M services includes value engineering, performance analysis, strategic supply chain management, and advanced monitoring systems. The company operates in key global markets managing over 30GW of solar power plants. NovaSource’s expertise extends beyond solar and includes battery energy storage systems (BESS), offering a complete suite of services for the evolving renewable energy landscape. Position Overview The Business Development Manager – NA is responsible for growing NovaSource’s Power Plants and BESS business in North America. They will manage client relationships up to operational onboarding. This includes sourcing new clients, developing and maintaining relationships, creating proposals, negotiating commercial terms, and overseeing cost estimating and contract negotiations. The primary goal of the Business Development Manager is to create lasting, mutually beneficial partnerships with clients. They must be able to speak expertly to clients with a transparent, trustworthy approach. Since every client and project is different, they need to be able to develop creative, tailored solutions. The Business Development Manager will serve as the face of NovaSource during the sales process and must always represent their values to clients. Key Responsibilities • Client Identification: Identify potential clients active in the North America and LATAM Power Plants and BESS markets and complete appropriate research on their business and needs., • Outreach: Through personal and professional networks reach out to prospective clients to establish relationships with NovaSource., • Sales Meetings: Run in-person and videoconference sales meetings to explain NovaSource’s service offerings and value proposition, find opportunities to collaborate on, and understand the procurement process., • Proposal Management: Full management and execution responsibility for proposal development, working closely with NovaSource’s Cost Estimator, Contracts Manager, and Admin Team., • Proposal Follow Up: Follow up with the client to ensure NovaSource remains in the RFP process and amend the proposal to address client feedback., • Commercial Terms Alignment: Negotiate key commercial terms with the client to get a deal award., • Contract Negotiation: Collaborate with Contracts Manager to execute contracts., • Performance Tracking: Log and track all opportunities and account outreach in NovaSource’s CRM., • Relationship Management: Develop relationships with prospective clients, understanding their needs and offering tailored solutions to solve their unique problems. Maintain existing client relationships specific to renewals and onboarding of additional sites., • Market Research: Keep up to date on all news related to clients and industry trends., • Minimum of 4 years of business development experience in the solar industry with a large network of industry relationships., • A deep understanding of the renewables industry, with the ability to become a subject matter expert in Solar O&M. Knowledge and experience in BESS is preferred., • Demonstrated, measurable experience in B2B sales, acting as a trusted advisor to clients., • Savvy negotiator experienced in complex proposal development., • Independent, self-starter, with a competitive attitude and hunger to win., • Excellent oral and written communication, analytical, organizational, and time management skills., • Thrives in an entrepreneurial environment with the ability to successfully manage multiple, completing priorities, tasks, and projects in a fast-paced environment., • Full professional proficiency in English; Spanish a plus but not required., • Ability to travel up to 50% of the time, including international travel. Location Ideally, the Business Development Manager—NA will be based in Chandler, AZ or Houston, TX. This person can be remotely based. Reporting The Business Development Manager—NA will report to the Chief Commercial Officer. Compensation Compensation will be competitive and commensurate with experience, and will include an attractive base salary, quarterly commissions, and a comprehensive benefits package. Education A Bachelor’s degree in business, construction, engineering or a related field is required, and Master’s Degree is preferred. Office Physical Requirements: All positions in our office require interaction with people and technology while either standing or sitting. In order to best service our customers, internal and external, all associates must be able to communicate face-to-face and on the phone with or without reasonable accommodation. NovaSource is committed to compliance with its obligations under all applicable state and federal laws prohibiting employment discrimination. In keeping with this commitment, it attempts to reasonably accommodate applicants and employees in accordance with the requirements of the disability discrimination laws. It also invites individuals with disabilities to participate in a good faith, interactive process to identify reasonable accommodations that can be made without imposing an undue hardship. Potential candidates will meet the education and experience requirements provided on the above job description and excel in completing the listed responsibilities for this role. US: Diversity Statement – Equal Employment Opportunity It is NovaSource’s policy to provide equal employment opportunity to all applicants and employees. NovaSource disapproves of, and will not tolerate, unlawful discrimination against any applicant or employee because of race, color, national origin or ancestry, gender (including pregnancy, childbirth, or related medical conditions), gender identity, age, religion, disability, family care status, veteran status, marital status, sexual orientation, or any other basis protected by local, state or federal laws.

Job Description ANM is seeking an Engagement Principal to join our exceptional team. Who We Are: ANM is a fast-growing IT consulting firm focused on building long-term, customer-focused relationships. We offer engineering excellence and quality customer service with a local focus. Our specialties include designing, developing, and deploying solutions for enterprise networking, data center & and cloud, collaboration, security, audiovisual, and Salesforce. Our Benefits: • Competitive Salary, • Full benefits package (Medical, Dental, Vision, Life Insurance, short-term and Long-Term Disability), • Paid Time Off, • 401K Plan, • Flexible Spending Account, • Employee Recognition Rewards, • Career training geared towards professional growth Who We Are Looking For: The Engagement Principal is the highest-level technical authority within ANM’s Managed Services organization. This individual serves as both the final escalation point for Priority-1/2 incidents across all managed-services customers and the primary technical advisor and environment owner for a portfolio of strategic accounts. Success requires elite networking expertise, outstanding consulting and communication skills, and close collaboration with Service Desk, NOC, Sales, and leadership to maximize client stability, satisfaction, and growth. What you will be doing as an Engagement Principal: • Lead diagnostic and restoration efforts for complex P1/P2 incidents; perform root-cause analysis and publish findings, • Act as senior escalation resource and mentor for Tier 1-3 engineers; deliver case debriefs, training, and best-practice guidance, • Own the technical relationship for assigned clients—maintain deep knowledge of environments, risks, and business goals, • Conduct proactive health checks, capacity planning, performance tuning, and best-practice audits to prevent issues before they surface, • Develop and present multi-year technical roadmaps aligned to client strategy, budget, and ANM service capabilities, • Identify upsell and cross-sell opportunities, • Produce clear, thorough documentation (HLD/LLD, MOP/CAB change plans, incident RCAs, environment runbooks), • Influence service standards, tooling, and automation; pilot emerging technologies for future managed service offerings, • Participate in a rotational on-call schedule for high-priority escalations Required education, technical skills, and/or experience: • Expert-level Cisco certification (CCIE-Enterprise or CCIE-Routing & Switching) required, • ITIL Foundation (or higher) preferred, • 10+ years of experience with dynamic routing protocols, • 10+ years of experience with Cisco IOS/IOS-XE Routing/switching platforms, • 10+ years of experience with Remote Access VPN and Site-to-Site VPN, • 10+ years of experience in troubleshooting and managing Firewalls: ACLs, NAT, NGFW, routing, • Proficient with AT LEAST FOUR of the below technologies, • 4+ years of experience managing and troubleshooting ACI, • 4+ years of experience managing and troubleshooting ISE, • 2+ years of experience managing Cisco SD-Access, • 3+ years of experience managing and troubleshooting public cloud (AWS or Azure), • 5+ years of experience managing and troubleshooting FMC and managed devices (FTDs), • 4+ years of experience managing and troubleshooting Meraki MX, MS, MR, and SDWAN, • 3+ years of experience managing and troubleshooting DNAC, • 3+ years of experience managing and troubleshooting SD-WAN (Cisco), • 3+ years of experience managing and troubleshooting Palo Alto Firewalls and Panorama, including Prisma Access and Prisma SD-WAN, • 3+ years of experience with Automation / Programmability: Python / Ansible Consulting and Soft Skills: • Proven ability to translate technical findings into clear, business-aligned recommendations for engineers, managers, and C-level stakeholders., • Demonstrated collaboration with Sales and Client Success teams to uncover and position new services or projects., • Excellent verbal and written communication; consistent, customer-focused follow-through. Travel is occasionally required for this position. Must have a valid driver’s license and motor vehicle insurance. ANM is an equal-opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionCompany Description Christian Brothers Automotive Benefits: • *Up To $70K for Highly Qualified Candidates, • Closed Every Weekend To Spend Time With Family & Friends, • Earn More With Team Performance Bonuses, • Paid Vacation & Paid Holidays, • Healthcare Benefits Available, • Employee Appreciation Events, • Team Member Celebration Program - Recognizing Employees' Birthdays and Achievements Throughout the Year, • On-Going Training & Career Advancement, • Rewarding Great Work, The Annual Review Process provides opportunities to share goals and earn pay increases based on performance., • Wellness Program Offering Chaplain Care Support, • Locally Owned and Operated, • Employee Point Store Access - Redeem Your Training Points For Awesome Swag & Rewards, • Continuous Training Available Through The CBA Flywheel Learning SystemJob Description Job Title: Automotive Service Advisor / Writer Location: 1245 E Pecos Road | Gilbert, AZ 85295 Job Overview: As an Automotive Service Advisor/Writer with Christian Brothers Automotive, you are the trusted professional our guests rely on for assistance with their vehicles. Your role is crucial in building lasting relationships, as you are the face they see every time they invest in their vehicle. Service Advisors guide our guests through the entire repair process, keeping them informed about the status of their vehicles and ensuring their satisfaction before they leave our facility. Responsibilities include, but are not limited to: • Greet every guest that enters our facility with hospitality and respect, • Present the best solution to properly repair our guest vehicle in a way that is easy for them to understand, • Create Repair Orders with accurate and detailed information, • Review digital vehicle inspections and share them with the customer, • Consistently and effectively sell our services without jeopardizing honesty and integrity, • Maintain a positive attitude and team atmosphere at all times, • All communication (phone, text, email) with customers must be in a clear professional manner, • Build long-term relationships between the store, yourself and our customer, • Directs, coordinates, and participates in performing customer service activities, • Shuttle guest as needed in CBA branded vehicle, • Ensure that all repairs are performed to proper specifications., • Work together as a team and assist other employees as needed, • Other duties as assignedQualifications Qualifications: • Current driver’s licenses, • Driving record acceptable to our current insurance carrier, • Proficiency in Windows based computer software and automotive store applications, • Being dependable and reliable for a position that is scheduled for Monday – Friday, 7am – 6pm, • Being on your feet the majority of the workday (standing, walking, coordinating parts, etc.), • Occasionally lifting and carrying objects over 50 lbs., • Keeping a brisk work pace in a high-volume environment Additional Information Christian Brothers Automotive (CBA) began in 1982 with the simple premise of providing precision auto repair with transparency, integrity and a philosophy of people first. All 300+ CBA locations offer a modern facility equipped with manufacture-level diagnostic equipment and the latest factory scan tools. CBA shops also offer their technicians a consistent workload, free training, full-time live technician support and access to our private Technician Assistance Center. Thank you for viewing this opportunity! This job posting is for an opening at a Christian Brothers Automotive location that is independently owned and operated by a local licensed franchisee. Your application and any information included with it will be submitted to the franchisee for further handling. Christian Brothers Automotive Corporation ("CBAC") is a separate business entity. No CBAC employee will be involved in any decisions regarding your employment application. If you are hired for this position, you also understand and acknowledge that the local franchisee will be your employer and that CBAC will not be your employer. The local franchisee is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling and supervision. All of your information will be kept confidential according to EEO guidelines. Christian Brothers Automotive is an Equal Opportunity Employer. Christian Brothers Automotive locations practice "At-will" employment practices.

Job DescriptionNOW HIRING Big O Tires and Service is growing! We are looking for experienced Service Advisors that want to grow with our company. Here we strive to be the preferred tire and auto service retailer in every community while making Big O Tires a great place to work. We offer paid health benefits, monthly bonus opportunities, paid time off and sick time, paid training, a family oriented work environment, and a career path to be a manager if you want to grow with a successful company. Join our team today! ESSENTIAL DUTIES AND RESPONSIBILITIES • Build customer satisfaction and loyalty by providing the best guest experience, • Achieve a thorough knowledge of all products, services, warranties and maintenance issues, • Keep up to date through training and vendor publications, • Assist other sales or service associates as needed in an effort to exceed our customers' expectations, • Help maintain the appearance and cleanliness of the building and perimeter areas, • Assist in receiving or transferring goods and maintenance of the inventory including unloading trucks and warehouse stocking, • Maintain showroom merchandise, • Follow all safety practices as outlined in policy and procedures, • Sales of tires and service-related needsQUALIFICATIONS, • Strong auto service & tire sales knowledge, • Good leadership abilities and team building, • Excellent customer service and communication skills, • Strong organizational skills, • Proficient at preventive maintenance sales, • Maintain professional appearance at all times, • Have problem solving abilities and be a self-starter, • Multi-tasking abilities

Job DescriptionJob Description: Automotive Service Advisor If you believe Customer Service is a true craft -- one built on charisma, communication and thorough product knowledge - we want to talk to you! As a Service Advisor you will be responsible to meet and greet service customers promptly in a professional and courteous manner. Inspect vehicle and refer to service history to accurately identify and verify customer’s service needs. Promote the sales of appropriate services, parts, and accessories by thoroughly understanding the product and associated service requirements. Provide accurate cost and time of completion estimates for the services recommended, communicate and get proper authorization from customers. Check on progress of services to vehicles throughout the day and contact customer to communicate and receive approval regarding any changes in the cost-estimate, promised time of delivery or recommended services. Administer new and used vehicle warranty repairs in accordance with manufacturer warranty guidelines. Confirm service appointments by telephone the day before the customer is scheduled to arrive and conduct post-repair follow up. Inspect vehicles prior to each customer delivery to ensure vehicles services and/or repairs are performed correctly and communicate the results with the customer. Meet requirements of the state and federal law for automobile repair and consumer protection. Demonstrates behaviors consistent with the Company’s Values in all interactions with customers, co-workers and vendors. Job Requirement:Two or more years of previous experience as a service advisor. High school diploma or equivalent. Valid driver license in the state that you will work and a good driving record. Great attitude with high-energy personality. Excellent customer service skills. Professional appearance and work ethic. Ability to work well in a process driven environment. Outstanding communication skills in both verbal and written. Benefits include a lucrative compensation plan, paid time off, medical, and employee vehicle purchase program. Its Time To Make The Most Important Move Of Your Career! When you join our organization, you'll enjoy comprehensive training, competitive compensation, and unparalleled benefits. Simply put, you'll experience the best that a career in the automotive industry has to offer. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. We reserve the right to amend and change responsibilities to meet business and organizational needs as necessary. We are an Equal Opportunity Employer and a drug free workplace. We Would Really Like To Hear From You! Apply By Clicking The 'Apply Now' Button

Job DescriptionSummary: Our mission is to make communities SHINE! Our team provides excellent service to our clients, all while nurturing communities, acting with integrity, and hustling to get the job done. The Commercial Trade Advisor is responsible for supporting day-to-day project and service operations by managing quotes, sourcing and purchasing materials, coordinating vendor and supplier activities, scheduling equipment and permits, and providing technical assistance to field teams. This role serves as a central point of contact between the field, suppliers, and management to ensure projects are executed efficiently, on time, and within budget. Essential Duties & Responsibilities: • Review and validate vendor and subcontractor quotes for accuracy, scope, and compliance., • Source, purchase, and track delivery of parts, equipment, and materials for multiple trades., • Build and maintain strong relationships with suppliers and vendors to ensure competitive pricing and reliable service., • Schedule cranes, lifts, and other specialized equipment as required for project needs., • Coordinate permits and ensure compliance with local codes, regulations, and project requirements., • Obtain and coordinate roof sweep quotes and services to support project scheduling., • Provide technical support to field teams across all trades, troubleshooting issues and resolving project challenges., • Maintain accurate records of purchases, scheduling, and vendor communications., • Work closely with project managers, foremen, and administrative staff to ensure smooth project execution., • Monitor project timelines and assist in resolving delays or material shortages., • Support continuous improvement efforts in purchasing, scheduling, and vendor management processes., • Other duties as assigned. Supervisory Responsibilities: This position has no supervisory responsibilities This position has supervisory responsibilities Competencies: • Strong knowledge of construction processes, equipment, and trade-specific requirements., • Proficiency with project management software, procurement platforms, and Microsoft Office Suite., • Excellent organizational and multitasking skills with attention to detail., • Strong communication and negotiation skills for vendor and supplier relations., • Ability to problem-solve and provide technical support in a fast-paced environment., • Knowledge of permitting processes and construction compliance requirements preferred, • Strong organizational skills with a balance of attention to detail and ability to manage multiple priorities., • Proficiency in Microsoft Excel and Office applications., • Strong communication skills for cross-functional collaboration., • Ability to analyze and interpret various business documents pertaining to construction management, • Effective communication skills, both written and oral, • Ability to multi-task and effectively prioritize work, • Must thrive in an energetic, fast-paced environment while working as a team or independentlyEducation and Experience:, • High school diploma or equivalent required; Associate’s or Bachelor’s degree in Construction Management, Business, or related field preferred., • 3+ years of experience in construction coordination, project support, or procurement. Physical Requirements and Work Content: Americans with Disability Specifications: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand, move, operate with hands and arms, and lift up to 25 pounds. The employee is regularly required to use hands to operate or feel objects, tools or controls, communicate, distinguish or identify, adjust or focus. Work Environment: Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position requires prolonged periods of sitting at a desk in a climate-controlled environment with frequent computer, mouse and phone work. Additional Comments: These declarations are not to be an “all-inclusive” list of the duties and responsibilities nor of the skills and abilities required to do the job. They are intended only to describe the general nature of the job and a reasonable representation of its activities. Additional essential functions and/or tasks may be identified by the company and listed as such in the incumbent’s performance appraisal. Various tasks may be assigned under each task or function. The incumbent performs other job-related duties as assigned and required. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship. EOE, including disability/vets

Job DescriptionSalary: Beginning at $111,500.00 Why Join Us? At Frost, we believe in more than just numbers. As a millennial-driven firm, we understand the value of work-life balance, continuous learning, and making an impact. Our Tax Managers are pivotal in shaping the financial futures of our diverse clientele while fostering a collaborative and innovative work environment. What You'll Do: • Client Advisory: Serve as a trusted advisor, helping clients navigate complex tax landscapes and develop effective strategies., • Team Leadership: Mentor and develop our talented staff, seniors, and supervisors, nurturing a culture of growth and learning., • Tax Expertise: Engage in comprehensive tax planning and compliance, managing intricate tax returns and special service engagements., • Client Engagement: Maintain ongoing relationships with clients, understanding their business needs beyond tax-related aspects., • Project Management: Efficiently manage project timelines and budgets, ensuring high-quality deliverables., • Network Building: Expand your professional network, contributing to our firm's growth and client retention., • Problem Solving: Provide innovative solutions and resolutions to complex tax issues. What We're Looking For: • Bachelor's degree in accounting or related field., • Minimum seven tax seasons of experience., • Certified Public Accountant (CPA) license., • Public Accounting experience., • Preferred experience in Agribusiness and mid to large-size tax firms., • Proficiencywith CCH Axcess, CCH Prosystems fx Engagement, CCH AnswerConnect and other tax preparation / research softwares., • Willingness to travel across the United States (20-40 nights/year)., • Ability to work extended hours during busy seasons. What's In It For You? • Competitive Compensation: We offer a salary that values your expertise and experience., • Generous PTO: Ample paid time off to recharge and enjoy life outside of work., • Comprehensive Benefits: Medical, dental, and vision programs., • 401(k) Retirement: Secure your future with our robust retirement plan., • Education Reimbursement: We support your continuous learning journey., • Career Growth: Access to our Coaching and Mentoring Program and internal learning opportunities., • Professional Memberships: We cover fees for business, civic, and professional organizations., • Well-being Resources: Support for your emotional well-being., • Life and Disability Insurance: Peace of mind with our paid insurance programs., • Parental Leave: Paid maternity and paternity leave., • CPE Memberships: We cover your membership fees to state CPA societies and the AICPA., • Paid CPE: Continuous professional education on us. The Frost Experience: • Initial Screening: A phone call to understand your fit for the role., • Panel Interviews: Engage with HR and potential colleagues to discuss your future with us., • Feedback Loop: Transparent communication throughout the hiring process. Who is Frost? Frost PLLC is a forward-thinking, full-service accounting firm dedicated to personalized financial advice. Our services span tax, assurance, advisory, business valuation, litigation, and animal welfare. We value respect, communication, and a can-do attitude in our associates. Join us if you want a career that balances professional excellence with a fulfilling personal life. *Please note that a detailed job description will be provided to all candidates who advance to the interview stage. This will give you a comprehensive understanding of the role and the exciting opportunities it offers. Frost, PLLCs policy is not to accept unsolicited referrals or resumes from any source that does not have a signed vendor agreement and directly from employees and candidates. • Frost, PLLC will not consider unsolicited referrals and/or resumes from vendors who do not have a signed vendor agreement with Frost, PLLC. (e.g. search firms, staffing agencies, fee-based referral services, and recruiting agencies.), • Any resume or CV submitted to an employee of Frost, PLLC, without a signed vendor agreement in place within the last year will be considered Frost's property.

Job DescriptionSalary: $90,000+ DOE We are seeking a dynamic and experiencedTax Managerto join our growing team. As a trusted advisor, you will guide clients through complex tax matters, deliver top-tier service, and mentor future leaders within our firm. This role offers an opportunity to apply deep technical expertise, manage multiple engagements, and help shape the success of our tax practice through strategic leadership and relationship-driven client service. KEY RESPONSIBILITIES Leadership & Team Development • Lead, manage, and hold team members accountable., • Supervise, mentor, and train staff while preparing seniors for advancement., • Provide coaching and feedback to enhance professional growth., • Foster a collaborative, positive, and high-performance culture. Client Management • Serve as the primary contact for clients, ensuring deadlines and deliverables are met., • Build and maintain strong client relationships rooted in exceptional service., • Identify opportunities to expand client services and support new business growth., • Represent clients before taxing authorities and respond to complex notices and inquiries. Technical & Engagement Management • Manage multiple engagements, ensuring quality control, project management, and billing accuracy., • Review tax returns and work papers for accuracy and compliance with current regulations., • Research complex tax issues, analyze alternatives, and communicate findings clearly., • Maintain a strong understanding of IRC sections, corporate, individual, and partnership taxation. QUALIFICATIONS Education & Credentials • Bachelors degree in Accounting, Finance, or related field required; Masters in Taxation preferred., • Active CPA license or progress toward CPA required (J.D., LL.M., or EA considered). Experience & Skills • 46 years of tax experience in public accounting or a related environment., • Proven success managing client relationships and supervising staff., • Business development experience is a plus., • Bilingual proficiency (English/Spanish) is a plus., • Strong organizational, analytical, and communication skills., • Proficiency with Microsoft Office Suite and tax-related software tools. Success Factors • Excels at building lasting client relationships and fostering trust., • Communicates clearly, professionally, and with empathy., • Handles multiple priorities with professionalism and ease., • Upholds confidentiality, ethics, and integrity in all professional matters. COMPENSATION & BENEFITS • Salary Range:$90,000+ DOE, • Time Off:15 paid holidays, 18 PTO days, plus 16 hours of Volunteer Time Off (VTO)., • Billable target:1,550 hours annually or less, depending on specific responsibilities., • Work Arrangements:Hybrid, supported by robust technology tools., • Professional Development:CPA/EA exam support, training opportunities, and paid licenses, • Health & Wellness:, • 100% company-paid medical insurance for you and your family., • Health Savings Account (HSA)with 75% company contribution is available to employees who select theHigh-Deductible Health Plan., • Flexible Spending Account (FSA)options are also available., • Paid long-term disability, life insurance, and family medical leave (1214 weeks)., • Extras:401(k) profit-sharing plan, paid parking, Costco membership, referral bonuses, and cell phone stipend. Our Core Values We valueEngagement & Service,Teamwork & Adaptability, andRespect & Integrityprinciples that guide how we lead, collaborate, and support both clients and colleagues. Equal Opportunity Employer We provide equal employment opportunities to all employees and applicants without discrimination based on race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity, or any protected characteristic. JOIN US If youre a strategic thinker with strong leadership skills and a passion for delivering exceptional client service, wed love to hear from you.Apply today to grow your career with a firm that values excellence, integrity, and balance.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills. Essential Job Functions for the Financial Planner II will include: • Prepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis., • Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis., • Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting)., • Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future., • Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs., • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client., • Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning., • Co- present financial planning concepts and analysis with advisors., • Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related), • Must have a Certified Financial Planner (CFP®) designation or must have a S65 and completed CFP® coursework, • 3 years client facing financial planning experience., • Excellent verbal, written, analytical and organizational skills, • Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis)., • Ability to work independently managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description Join Our Team at True North Group Position: Outside Sales Representative Number of Openings: 1 Territory Role Available About True North Group At True North Group, we're more than an insurance agencywe're trusted partners to small and mid-sized businesses. Our mission is to protect what matters most: their people. We do this by delivering personalized supplemental insurance solutions and exceptional service. If you're someone who thrives on building relationships and helping others, this Outside Sales Representative role was made for you. The Role As an Outside Sales Representative, you'll be on the front lines of our business, visiting local companies in your assigned territory. You'll discover each client's unique needs, guide them through our range of insurance products, and become a trusted advisor they can rely on. With the freedom to set your own schedule, you'll balance in-person visits with strategic phone outreach, all supported by our intuitive Salesforce CRM. What We're Looking For Relationship-Builder: You're energized by meeting new people and earning their trust. Self-Starter: You manage your own calendar, follow through on leads, and set ambitious goals. Clear Communicator: You explain complex information simplywhether one-on-one or presenting to groups of up to 75. Organized & Tech-Savvy: You keep detailed records in Salesforce and never let a follow-up slip through the cracks. Service-Oriented: You genuinely care about clients' well-being, guiding them through claims and policy questions with empathy. Licensed or Ready: You hold (or will obtain within 90 days) a Health & Life general lines licensewe reimburse the fees and support your preparation. Position Overview In this outside sales position, you will: Prospect & Connect: Identify local businesses, connect with the community, and schedule discovery meetings. Present Solutions: Lead tailored benefits presentations for business owners and employee groups. Maintain Relationships: Respond promptly to calls and emails, manage renewals, and assist clients through claims. Track Your Pipeline: Use Salesforce to log interactions, manage tasks, and measure your progress. Collaborate with Your Team: Join weekly strategy sessions to share best practices and celebrate wins. Set Your Own Hours: Build a schedule that fits the businesses you serveearly mornings, late afternoons, or midday visits. We Offer Comprehensive Training: Blend of virtual workshops and ride-along field sessions to get you client-ready. Weekly Draw Pay: Steady income floor plus immediate eligibility for bonuses and commissions. Incentive Rewards: Quarterly retreats, annual trips, cash bonuses, stock awards, and lifetime-vested renewal commissions. Career Growth: Clear pathways to senior sales roles, field training positions, or agency leadership. Supportive Culture: A team that shares resources, mentors new reps, and celebrates collective success. Flexible Schedule: More autonomy over your hours as you build your client base. Additional Qualifications Bachelor's degree or a minimum of 4 years in a customer-facing rolerecent graduateswelcome. Comfort with technologySalesforce experience is a plus. Coachable attitude and a drive to exceed goals. Your New Journey Starts Here If you're ready to hit the ground running, forge meaningful client relationships, and grow a rewarding career in outside sales, True North Group is here to support you every step of the way. Apply now and let's protect our community, together. Learn more and apply at:

Job Description Join the Future of Automotive Excellence with Polestar Scottsdale! Courtesy Automotive Group is proud to represent Polestar, the premium electric performance brand reshaping the automotive landscape. We are seeking a professional, customer-focused, and highly motivated Service Advisor to join our Polestar Scottsdale team. If you're passionate about the future of mobility and delivering best-in-class service, we want to hear from you! Key Responsibilities: • Greet customers and assist them with their vehicle service needs in a courteous and efficient manner, • Clearly explain service recommendations and repair orders, • Coordinate vehicle service with technicians and ensure timely completion, • Maintain regular communication with customers regarding status updates, • Upsell additional service offerings when appropriate, maintaining transparency and trust, • Process repair orders, invoices, and collect payments accurately, • Foster long-term customer relationships and uphold the Polestar brand standard, • Proven experience as a Service Advisor or similar role in the automotive industry, • Knowledge of electric vehicles and EV service protocols is a plus, • Exceptional communication, interpersonal, and organizational skills, • High level of professionalism and attention to detail, • Proficient in DMS and service scheduling software, • Be a part of the Polestar electric revolution, • Competitive salary + commission/bonus opportunities, • Health, dental, vision, and life insurance, • 401(k) with company match, • Ongoing training and career development, • Competitive compensation., • PTO, • Employee discounts., • Comprehensive benefits such as health, dental, and vision insurance., • Company-sponsored life insurance., • 401(k) retirement savings plan., • Opportunities for career growth and advancement., • Values-driven culture built on professionalism, integrity, and a fun family atmosphere. Apply With Us: If you are ready for a rewarding career and opportunities for career growth and advancement, then consider joining the Courtesy Automotive Group family. Be a part of a winning team and outstanding culture, apply with us today. We hire the best and brightest from all races, nationalities, and sexes. We don’t make decisions based on any protected characteristic.

Job DescriptionSalary: From $135k/year On Q Property Management is looking for a full-time Corporate Counsel to join our team in Gilbert, AZ! We are a fast-growing property management company focused on customer service, communication, and technology. Our company culture allows employees to maximize their job satisfaction by contributing their ideas, input, and innovation. This is an in-office role, so we can maximize the collaboration that is a foundation of our culture! One of the most important characteristics of our team is that we love what we do! On Q PM is a place for amazing people to work hard and be rewarded for their hard work. The role provides comprehensive legal oversight for property management, real estate, and corporate operations, ensuring compliance and effective risk management while supporting strategic transactions and business growth. Job Responsibilities • Serve as the companys primary legal advisor on all property management, real estate, and corporate matters., • Manage disputes, including landlord/tenant issues, contract claims, and employment-related matters; oversee and direct outside counsel as needed., • Draft, review, and negotiate contracts, including leases, vendor agreements, property management agreements, acquisitions, and dispositions., • Ensure compliance with federal, state, and local regulations affecting property management, housing, real estate, and employment practices., • Provide legal support for real estate transactions, including due diligence, financing, and risk assessment., • Advise leadership and operational teams on landlord/tenant law, fair housing, evictions, and other property management issues., • Develop and implement internal policies, compliance programs, and risk management strategies to minimize legal exposure., • Support corporate governance, maintain company records, and provide training on compliance and legal best practices., • Other duties as assigned Job Requirements • Juris Doctor (J.D.) degree from an accredited law school, • Active membership in good standing with the Arizona Bar, • Strong background in real estate law and property management, • Experience drafting, reviewing, and negotiating contracts and agreements, • Knowledge of federal, state, and local regulations affecting property management, housing, and fair housing compliance., • Excellent communication, negotiation, and problem-solving skills, with the ability to translate complex legal issues into practical business advice., • Strong business acumen and collaborative mindset to work effectively with executive leadership and operational teams. Preferred Qualifications • 37+ years of litigation experience, from initiation through resolution, • Knowledge of employment law, workplace policies, and compliance, • Prior in-house counsel experience in property management or related, • Familiarity with multi-state real estate laws and regulatory requirements, • Experience providing legal training or guidance to non-legal staff Company Perks • Company-sponsored Medical, Vision, Dental, and Life Insurance, • Paid Time Off, • Paid Holidays, • 401k Matching, • Gym Membership, • Real Estate Licensing Assistance

Job Description ABOUT 10X HEALTH SYSTEM 10X Health System is a pioneering company at the forefront of the health and wellness industry, dedicated to revolutionizing the way individuals approach their personal health and well-being. With a philosophy rooted in the principle that optimal health is the foundation for a life lived to the fullest, 10X Health provides cutting-edge solutions and personalized health plans designed to empower individuals to achieve and maintain peak physical and mental performance. The company's comprehensive approach to health combines the latest advances in medical science, nutrition, fitness, and technology to offer a suite of services that include state-of-the-art diagnostic testing, individualized treatment protocols, and ongoing support from a team of world-class health professionals. 10X Health's commitment to innovation and results has established it as a leader in the health optimization space, catering to those who strive to push the boundaries of what is possible in their health journey. POSITION SUMMARY The Wellness Advisor for 10X Health is the face of our organization. This role is responsible for representing the organization in a professional manner, building rapport by providing information, giving recommendations, and communicating with the highest level of integrity. The Wellness Advisor role will be responsible for guiding clients’ journeys to optimal wellness by interfacing with the medical team to outline and help carry out recommended treatment offerings based on consultations. OBJECTIVES • Builds, develops, and maintains a network of sources and relationships from which to identify new opportunities with potential and existing clients, • Communicates with clients and leads to identify and understand their product or service needs; identifies and suggests products and services to meet those needs and obtain authorizations with the highest level of integrity, • Demonstrate the functions and utility of products and services based on their needs, • Utilizes the company’s CRM and maintains details reports/paperwork of sales activities including but not limited to calls, orders, lost business, wellness assessments, and any client relationship concerns, • Ensures client satisfaction through ongoing communication and relationship management; resolves any issues that arise post-sale, • Provides guidance, information, forms, and other specifications to clients, • Process payments for services rendered, • Continuous development of knowledge related to company, products, services, and wellness industry, • Maintain client contact volume standards and production levels, • Complete Cardone University Sales Training daily and attend daily staff meetings, • Communicating with departments, managers, and other staff to confirm/update that client details are accurate and distributed properly while maintaining compliance, • Performs other related duties as assigned, • Opportunities to attend events are a frequent feature of this role, and you may be requested to participateCOMPETENCIES, • Ability to read and interpret documents, such as medical recommendations provided by our medical providers or genetic results, • Ability to leverage EMR and CRMs to store accurate client data, • Adept at overcoming objections in relation to price, value, time, etc., • Knowledge of health care terminology, • Ability to ask quality questions in order to identify the potential root cause of the clients' needs and propose a 10X Health solution, • Ability to explain value proposition of 10X Health System protocols and supplements, • Ability to move from transactional to transformational conversations during a sales callEDUCATION & EXPERIENCE, • Minimum 3 years of sales experience with progressive responsibilities, • Health and functional wellness background, • Bachelor’s degree in Marketing, Sales, Business, or a related field preferred, but equivalent relevant work experience will also be considered, • Proficient with Microsoft Office Suite, Google Drive, or related softwarePHYSICAL REQUIREMENTS, • Ability to spend prolonged periods of time standing, speaking, walking, driving, and/or sitting at a desk and working on a computer, • Ability to interact with clients both virtually and in-person, in either a clinic or mobile setting, • Requires ability to occasionally lift up to 15 pounds NO SOLICITATION POLICY 10X Health does not accept unsolicited resumes, calls, or communications from staffing agencies or third-party recruiters. Any such submissions will be considered the sole property of 10X Health and will not obligate the company to pay any fees. Please refrain from contacting us regarding this posting. #LI-RD1 #LI-Onsite Powered by JazzHR Wopju8YIIm

Job DescriptionCompany Description Brakes Plus was founded in 1990 with a single store in South Denver. Today Brakes Plus has over 150 stores across Colorado, Wyoming, Arizona, Texas, Nebraska, and Iowa. As one of the fastest growing auto service companies, we are continuously opening new stores in each of these regions while maintaining the family values and standards that the company was founded on. Brakes Plus has two important assets, our employees and our customers. Our mission is to supply the customer with quality parts and world class service at a great price. Our philosophy has always been for EVERY CUSTOMER to have a positive experience at Brakes Plus. Job Description The Automotive Service Advisor, reporting to the Store Manager, will be responsible for setting the highest standards of excellence and personifying our core values to support operations in the service department of your store. This will involve creating a highly motivated team environment, and working closely with the Service Team to improve their performance through hands-on presence in the store by efficiently developing team members, executing store processes, while ensuring that we continue to provide an industry leading customer experience. Primary Responsibilities include (but are not limited to): • Directly works with customers in areas of sales, service, customer opportunities, adjustments, etc., • Creates a highly motivated team environment/climate, • Supervising technicians and service personnel, planning and scheduling their duties, assigning work, and following up on completion of assignments, • Coaching service department teammates on all operational issues, • Working directly with customers in areas of sales, service, customer opportunities, adjustments, etc., • Evaluating performance and productivity of all service department personnel, • Managing parts inventory and outside purchases, as well as updating and restocking all in-house parts when needed, • Ensuring store safety, including the use of and maintenance of safety equipment, • Ensuring equipment/hardware layout and positioning within the service department, • Supervising shop area, equipment and teammates for compliance with company safety procedure, • Ensures that proper inspections are being conductedQualifications We are looking for: • Outstanding leadership and store management skills, • Ability to work in a fast-paced work environment, • Highly organized and detail-oriented, with the ability to mentor others in a manner that ensures efficiency, • Excellent verbal and written communication, • Ability to develop professional relationships with customers and team members, • Minimum of 2 years’ experience in a Service Advisor/Writer role, • Proven track record of exceeding business objectives, • Ability to work efficiently both individually and as part of a team, • Solid knowledge of basic OSHA laws, • Valid driver's license Additional Information All information will be kept confidential according to EEO guidelines. Work Opportunity Tax Credits – Brakes Plus Brakes Plus participates in the Work Opportunity Tax Credit (WOTC) program, which ADP administers on behalf of the company. Please follow the steps listed below to screen for the WOTC program. We appreciate your cooperation. Applicant Instructions • Please answer each question to complete the voluntary screening, • Eligible applicants will be asked to Electronically Sign and click Submit to complete the screening, • Ineligible applicants will be asked to click Submit to finish the screening; You will not be asked to electronically sign

Job Description Service Advisor/ Writer ABOUT US Drive Automotive Services operates 40 + full-service auto repair locations in 5 states. Our brands are Service Street, Pride Auto Care, Kerry’s Car Care, Aloha Auto Care, Elite Auto Repair, Pioneer Automotive, Cinco and Fulshear Tire and Auto. Our locations specialize in top-of-the-line automotive repair and maintenance for all makes and models. Our company is looking for a qualified Service Advisor/ Writer. RESPONSIBILITIES: • Greet customers and assist them with any inquiries they may have, either by phone or in person., • Perform vehicle inspection and document of customer concerns to enable the technician to properly diagnose and service the vehicle., • Document repair orders thoroughly and follow through to ticket/customer completion., • Proactive communication with Automobile Technician for status updates and any changes that need to be communicated with customer., • Keep customers informed of completion times, service expenses, and possible changes in a timely manner., • Know the product well enough to answer characteristic and operational questions regarding the customer’s vehicle., • Perform opening and closing procedures and bi-weekly timekeeping procedures in the absence of the General Manager., • Follow all safety protocols by wearing applicable PPE (personal protective equipment), • Follow all established procedures (phone scripts, documentation, ordering of parts, customer signature policy, etc.), • 2-3 years of sales experience., • Proficiency in Microsoft Office and Computer software., • Excellent interpersonal skills, verbal and written communication skills., • Ability to identify issues and offer resolutions to customer automobile repair needs and communicate effectively with the customer., • Must have initiative and the ability to work in a team-environment or independently, • Health, Dental, & Vision Insurance, • Long-Term and Short-Term Disability, • Accident & Critical Insurance, • Life Insurance, • 401K Retirement plan with employer match., • Paid Time off, • Closed Sunday’s, • On the Job Training, • Potential bonuses based upon store performance and sales., • Employee Discounts At Drive Automotive, our Brands are more than just automotive repair and tire sales, we’re a team of passionate problem-solvers, trusted advisors, and skilled technicians united by a shared commitment to excellence. Our culture is built on respect, integrity, and the relentless pursuit of doing what’s right – for our customers, our teammates, and our communities! We believe the best investment we can make is in our team. That’s why we provide opportunities for growth, ongoing training, and a workplace where every teammate feels valued and empowered. Whether you’re turning a wrench, leading a team, or greeting customers at the front desk, your role matters, and your voice is heard. Here, hard work is recognized, great results are rewarded, quality is non-negotiable, and teamwork drives everything we do. If you’re looking for a place to build a career, make an impact, and be a part of a company that truly cares, you’ve found it. Welcome to a company where you don’t just fit in, You stand out!! NOTE: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above-listed are major responsibilities of this position. They are not intended to cover each aspect of the position, as the scope and duties of a given position may change, or be temporarily altered, based on the business needs of the Company. Drive Automotive Services is an equal opportunity employer that values diversity at all levels. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Iconic Tire is now Hiring Automotive Service Advisors! We are now seeking experienced candidates for Automotive Store Service Advisers in the Mesa, Maricopa, Gilbert, and Phoenix Areas. These positions provide upward mobility as well as top pay, an excellent bonus program, great benefits, and an excellent work environment We Offer: * Top pay earn $75,000-$125,000+ per year * Excellent Benefits Inc Family * Paid Holidays * Paid Vacation * 401K Program * Dental/Vision * Life Insurance (Paid for by Employer) * Aflac Program (Employer contributes to your 401k) * 5 Day Work Week – Closed Sundays - we offer a 5/6 rotation schedule for sales We Require: * 2 Years Minimum Automotive Retail Experience * Must be a Self-starter * Must have the ability to work Saturdays * Valid Drivers’ License * Reliable Transportation A family-owned company, Iconic Tire offers a state-of-the-art auto repair facility equipped with the latest technology and knowledge that allows us to offer a full range of automotive services. The success of any organization can be based largely on the quality of its employees. It is for this reason that Iconic Tire wants to hire the best-qualified candidates. Keywords: Tire Maintenance, Tire Installation

Job Description Care Designer Job Description Our purpose is Making Lives Better through Happier Aging. We help seniors stay in their homes for as long as they choose, and our real talent is caring and connecting to seniors’ hearts. We have a mission to help seniors continue doing what they love most. We are not just another homecare company fulfilling daily tasks, we are a company that admires people and seeks to make a difference in everything we do. By working at Nurse Next Door you will be part of a growing company that is helping seniors do what they love again. If you love people and have a passion for making a difference, then this is the job for you! As a Care Designer you are responsible for the day to day operations related to driving business results through converting Care Consultations and the ongoing client care experience. You support the client and the client’s family, ensuring that the care is always up-to-date and that there is a perfect caregiver/client match. You are someone that is available to answer any client care questions or caregiver support. You may at times step in as a caregiver. You will drive growth through the following main duties and responsibilities: Consultation Conversion: * Conducts Caring Consults, assesses Clients with respect to physical, emotional and environmental needs and advises on Client care; achieves conversion goal of 90% * Drives business interest by engaging in relationships with community leaders and professional organizations to establish long term relationships that will translate into word of mouth and professional referrals * Develops, promotes and ensures high quality, innovative customer service * Acts as advisor in Caring Consult to ensure that Client and Client contacts have all information required Client Care Deliver and Experience: * Attends all First Visits with Caregivers to ensure client needs and care plans are executed as per the Service Agreement; sets and role models expectations * Conducts supervisory visits to ensure Caregiver fit and quality of care; delivering a premium client experience impacting Net Promoter Scores of 9 or higher * Develops appropriate and individualized care plans and updates as required * Educates clients on self-care and evaluates client response to care provided * Monitors risk issues and analyzes trends, adapts care as needed * Coordinates care, implementing clinical solutions, and evaluates client outcomes based on client goals * May need to step in as a caregiver if needed People Leadership: * Drives results through leading your caregiving team by setting clear goals, assigning tasks, coaching in the moment and providing continuing education * Delivers on our Brand Promise by leading the client experience, ensuring our Caregivers are doing whatever it takes to bring peace of mind to our clients and their families * Accountable for staff performance, ensuring Caregiver availability meets business needs and that there is compliance to all systems * Manages the education function to support a continuous learning environment and staff utilization of learning opportunities. This includes Discovery Day and monthly in-service programs * Conducts First and Supervisory visits to evaluate Caregiver performance and job satisfaction, impacting the employee experience resulting in a Net Promoter Score of 9 or higher Scheduling Collaboration: * Hands off accurate and timely client & employee files to the Care Services (CSC) team to deliver exceptional client service by achieving scheduling goals and responding to urgent inquiries * Liaises with the CSC team to communicate changes in client requirements, Caregiver assignments * Responsible for ensuring client coverage is secured, particularly due to urgent care, caregiver cancellations and limited availability; assists with scheduling as needed * Responsible to ensure AMS (Attendance Monitoring Investigations- ALAYACARE) percentages remain below 5% for total staff; manages performance of Caregiver * Responsible for data integrity and completion (Caregiver & Client files) in the scheduling software Administration: * Maintains excellent documentation practices, specifically, complete and accurate care plans, employee files (skills & qualifications), client files, including pay and billing information * Reviews and updates client and staff records quarterly to ensure 100% accuracy and completeness * Directs the maintenance of client & personnel records to meet employee, organization and statutory requirements and entitlements * Conducts record audits on a quarterly basis to ensure accuracy and up to date information * Ensures compliance with national, state/provincial legislative requirements in areas such as health, employment, occupational health & safety * Responsible for approving all visits and premiums in preparation for each payroll and billing cycle Availability: * Flexibility is required * Full time * On-call evenings and weekends in collaboration with team members Business Relationships: * Reports to the company CEO as your leader * Leads and manages the Caregiving team * Works closely in partnership with the company managerial team and Care Services Center * Works with other agencies and promote good community relations and attends marketing events and activities Key Metrics: * Consultation Conversion * Driving Revenue * NPS; Client and Caregiver Score of 10 Qualifications: Education Requirements: * Bachelor’s Degree in Nursing, Social Sciences, or related field preferred not required * CNA or CMA Certificate * CPR and First Aid Certification is required Experience Requirements: * Caregiving experience is an asset * Nursing background is considered an asset * Managerial experience of at least 5 years Administrative Requirements: * Demonstrated experience setting and achieving goals * Fingerprint Card required * Customer service and leadership background considered an asset * Negative TB test (updated every 5 years for continued employment) * Strong computer skills, proficient in G-Suite: Gmail, drive, docs, calendar * Exceptional written and verbal communication skills * Intentional organization, planning, time management and multitasking skills * Insured Vehicle, valid driver’s license, and clean driving record Personality Requirements: * Caring nature with a passion for people * Able to get along with multiple types personalities * Detailed and organized * Able to multitask and operate under pressure * Outgoing and friendly personality * Focused and a go getter attitude Company DescriptionAs a member of the Nurse Next Door team you understand how to hustle with heart - this is essential! You enjoy working collaboratively but with a high degree of autonomy and thrive by seeing results. You are a self led leader who takes responsibility for your own actions. You show care by engaging in intentional, compassionate conversations to help others achieve their fullest potential. You are inspired by the idea of being involved with an organization that is changing the way we deliver home care through our Happier Aging philosophy.As a member of the Nurse Next Door team you understand how to hustle with heart - this is essential! You enjoy working collaboratively but with a high degree of autonomy and thrive by seeing results. You are a self led leader who takes responsibility for your own actions. You show care by engaging in intentional, compassionate conversations to help others achieve their fullest potential. You are inspired by the idea of being involved with an organization that is changing the way we deliver home care through our Happier Aging philosophy.