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Job Description Build Relationships. Build Futures. Build Your Career. Remote work schedule maybe considered after training and thirty days of successful performance. Must be available to work shifts ranging between 7:45am – 7:15pm, Monday – Friday, and two Saturdays per month 8:30am – 2:30pm. At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we’ve helped our members reach life’s milestones by building real relationships, not pushing transactions. With $3+ billion in assets and 145,000+ members, we’re proud of where we’ve come from—and excited about where we’re going next. Our people-first philosophy isn’t just a tagline. It’s why we’ve been named #1 Credit Union by the Orange County Register for several years and most recently 2024 & 2025! We’re also honored with workplace satisfaction—driven directly by employee voices. When you join OCFCU, you’re joining a workplace where people genuinely enjoy coming to work and feel empowered to do meaningful, impactful work every day. The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships. ESSENTIAL FUNCTIONS: • Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues., • Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services., • Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan., • Availability for opening and closing shifts Monday – Friday ranging between 7:30am – 7:15pm, and two Saturdays per month 8:30am – 2:30pm. QUALIFICATIONS: • Call center or banking experience to include knowledge of sales and service etiquette., • Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner, • Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone, • Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet, • Accurately performs mathematical calculations., • Must live within 50-miles of our headquarters office in Santa Ana, CA and be willing and able to commute into the office, five days per week, during the training and initial 30 days. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's Call Center job levels with their corresponding hourly pay ranges: • Level I-II requires call center service in any industry or bank teller experience: $20.00 - $22.50, • Level III requires call center service experience within the financial industry: $23.00 - $27.00 Generous benefits include: • Anthem & Delta Care USA Dental – From day one of employment!, • Life insurance at no cost to associates., • 401(k) – OCCU contributes up to 6% of gross earnings (dollar for dollar)., • Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure., • Sick hours – 7 days per year, • Paid Holidays, • Annual performance merit increases, • Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities., • Annual discretionary bonus, • Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n Additional Requirements: \n \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $32.50 - $36.00 \n Colorado $31.00 - $34.50 \n Hawaii $32.50 - $36.00 \n Illinois $31.00 - $34.50 \n Maryland $31.00 - $34.50 \n Massachusetts $32.50 - $36.00 \n Minnesota $28.00 - $31.00 \n New Jersey $32.50 - $36.00 \n New York $32.50 - $36.00 \n Ohio $28.00 - $ $31.00 \n Vermont $31.00 - $34.50 \n Washington $32.50 - $36.00 \n Washington DC $31.00 - $34.50 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Associate in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $25.50 - $28.50 \n Colorado $24.50 - $27.00 \n Hawaii $25.50 - $28.50 \n Illinois $24.50 - $27.00 \n Maryland $24.50 - $27.00 \n Massachusetts $25.50 - $28.50 \n Minnesota $22.00 - $24.50 \n New Jersey $25.50 - $28.50 \n New York $25.50 - $28.50 \n Ohio $22.00 - $24.50 \n Vermont $24.50 - $27.00 \n Washington $25.50 - $28.50 \n Washington DC $24.50 - $27.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n Additional Requirements: \n \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $32.50 - $36.00 \n Colorado $31.00 - $34.50 \n Hawaii $32.50 - $36.00 \n Illinois $31.00 - $34.50 \n Maryland $31.00 - $34.50 \n Massachusetts $32.50 - $36.00 \n Minnesota $28.00 - $31.00 \n New Jersey $32.50 - $36.00 \n New York $32.50 - $36.00 \n Ohio $28.00 - $ $31.00 \n Vermont $31.00 - $34.50 \n Washington $32.50 - $36.00 \n Washington DC $31.00 - $34.50 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n Additional Requirements: \n \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $32.50 - $36.00 \n Colorado $31.00 - $34.50 \n Hawaii $32.50 - $36.00 \n Illinois $31.00 - $34.50 \n Maryland $31.00 - $34.50 \n Massachusetts $32.50 - $36.00 \n Minnesota $28.00 - $31.00 \n New Jersey $32.50 - $36.00 \n New York $32.50 - $36.00 \n Ohio $28.00 - $ $31.00 \n Vermont $31.00 - $34.50 \n Washington $32.50 - $36.00 \n Washington DC $31.00 - $34.50 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n Additional Requirements: \n \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $32.50 - $36.00 \n Colorado $31.00 - $34.50 \n Hawaii $32.50 - $36.00 \n Illinois $31.00 - $34.50 \n Maryland $31.00 - $34.50 \n Massachusetts $32.50 - $36.00 \n Minnesota $28.00 - $31.00 \n New Jersey $32.50 - $36.00 \n New York $32.50 - $36.00 \n Ohio $28.00 - $ $31.00 \n Vermont $31.00 - $34.50 \n Washington $32.50 - $36.00 \n Washington DC $31.00 - $34.50 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n Additional Requirements: \n \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $32.50 - $36.00 \n Colorado $31.00 - $34.50 \n Hawaii $32.50 - $36.00 \n Illinois $31.00 - $34.50 \n Maryland $31.00 - $34.50 \n Massachusetts $32.50 - $36.00 \n Minnesota $28.00 - $31.00 \n New Jersey $32.50 - $36.00 \n New York $32.50 - $36.00 \n Ohio $28.00 - $ $31.00 \n Vermont $31.00 - $34.50 \n Washington $32.50 - $36.00 \n Washington DC $31.00 - $34.50 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Associate in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $25.50 - $28.50 \n Colorado $24.50 - $27.00 \n Hawaii $25.50 - $28.50 \n Illinois $24.50 - $27.00 \n Maryland $24.50 - $27.00 \n Massachusetts $25.50 - $28.50 \n Minnesota $22.00 - $24.50 \n New Jersey $25.50 - $28.50 \n New York $25.50 - $28.50 \n Ohio $22.00 - $24.50 \n Vermont $24.50 - $27.00 \n Washington $25.50 - $28.50 \n Washington DC $24.50 - $27.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Associate in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $25.50 - $28.50 \n Colorado $24.50 - $27.00 \n Hawaii $25.50 - $28.50 \n Illinois $24.50 - $27.00 \n Maryland $24.50 - $27.00 \n Massachusetts $25.50 - $28.50 \n Minnesota $22.00 - $24.50 \n New Jersey $25.50 - $28.50 \n New York $25.50 - $28.50 \n Ohio $22.00 - $24.50 \n Vermont $24.50 - $27.00 \n Washington $25.50 - $28.50 \n Washington DC $24.50 - $27.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Associate in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $25.50 - $28.50 \n Colorado $24.50 - $27.00 \n Hawaii $25.50 - $28.50 \n Illinois $24.50 - $27.00 \n Maryland $24.50 - $27.00 \n Massachusetts $25.50 - $28.50 \n Minnesota $22.00 - $24.50 \n New Jersey $25.50 - $28.50 \n New York $25.50 - $28.50 \n Ohio $22.00 - $24.50 \n Vermont $24.50 - $27.00 \n Washington $25.50 - $28.50 \n Washington DC $24.50 - $27.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Associate in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $25.50 - $28.50 \n Colorado $24.50 - $27.00 \n Hawaii $25.50 - $28.50 \n Illinois $24.50 - $27.00 \n Maryland $24.50 - $27.00 \n Massachusetts $25.50 - $28.50 \n Minnesota $22.00 - $24.50 \n New Jersey $25.50 - $28.50 \n New York $25.50 - $28.50 \n Ohio $22.00 - $24.50 \n Vermont $24.50 - $27.00 \n Washington $25.50 - $28.50 \n Washington DC $24.50 - $27.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n Additional Requirements: \n \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $32.50 - $36.00 \n Colorado $31.00 - $34.50 \n Hawaii $32.50 - $36.00 \n Illinois $31.00 - $34.50 \n Maryland $31.00 - $34.50 \n Massachusetts $32.50 - $36.00 \n Minnesota $28.00 - $31.00 \n New Jersey $32.50 - $36.00 \n New York $32.50 - $36.00 \n Ohio $28.00 - $ $31.00 \n Vermont $31.00 - $34.50 \n Washington $32.50 - $36.00 \n Washington DC $31.00 - $34.50 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n Additional Requirements: \n \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $32.50 - $36.00 \n Colorado $31.00 - $34.50 \n Hawaii $32.50 - $36.00 \n Illinois $31.00 - $34.50 \n Maryland $31.00 - $34.50 \n Massachusetts $32.50 - $36.00 \n Minnesota $28.00 - $31.00 \n New Jersey $32.50 - $36.00 \n New York $32.50 - $36.00 \n Ohio $28.00 - $ $31.00 \n Vermont $31.00 - $34.50 \n Washington $32.50 - $36.00 \n Washington DC $31.00 - $34.50 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n Additional Requirements: \n \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $32.50 - $36.00 \n Colorado $31.00 - $34.50 \n Hawaii $32.50 - $36.00 \n Illinois $31.00 - $34.50 \n Maryland $31.00 - $34.50 \n Massachusetts $32.50 - $36.00 \n Minnesota $28.00 - $31.00 \n New Jersey $32.50 - $36.00 \n New York $32.50 - $36.00 \n Ohio $28.00 - $ $31.00 \n Vermont $31.00 - $34.50 \n Washington $32.50 - $36.00 \n Washington DC $31.00 - $34.50 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Associate in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $25.50 - $28.50 \n Colorado $24.50 - $27.00 \n Hawaii $25.50 - $28.50 \n Illinois $24.50 - $27.00 \n Maryland $24.50 - $27.00 \n Massachusetts $25.50 - $28.50 \n Minnesota $22.00 - $24.50 \n New Jersey $25.50 - $28.50 \n New York $25.50 - $28.50 \n Ohio $22.00 - $24.50 \n Vermont $24.50 - $27.00 \n Washington $25.50 - $28.50 \n Washington DC $24.50 - $27.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Associate in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $25.50 - $28.50 \n Colorado $24.50 - $27.00 \n Hawaii $25.50 - $28.50 \n Illinois $24.50 - $27.00 \n Maryland $24.50 - $27.00 \n Massachusetts $25.50 - $28.50 \n Minnesota $22.00 - $24.50 \n New Jersey $25.50 - $28.50 \n New York $25.50 - $28.50 \n Ohio $22.00 - $24.50 \n Vermont $24.50 - $27.00 \n Washington $25.50 - $28.50 \n Washington DC $24.50 - $27.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Associate in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $25.50 - $28.50 \n Colorado $24.50 - $27.00 \n Hawaii $25.50 - $28.50 \n Illinois $24.50 - $27.00 \n Maryland $24.50 - $27.00 \n Massachusetts $25.50 - $28.50 \n Minnesota $22.00 - $24.50 \n New Jersey $25.50 - $28.50 \n New York $25.50 - $28.50 \n Ohio $22.00 - $24.50 \n Vermont $24.50 - $27.00 \n Washington $25.50 - $28.50 \n Washington DC $24.50 - $27.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Associate in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $25.50 - $28.50 \n Colorado $24.50 - $27.00 \n Hawaii $25.50 - $28.50 \n Illinois $24.50 - $27.00 \n Maryland $24.50 - $27.00 \n Massachusetts $25.50 - $28.50 \n Minnesota $22.00 - $24.50 \n New Jersey $25.50 - $28.50 \n New York $25.50 - $28.50 \n Ohio $22.00 - $24.50 \n Vermont $24.50 - $27.00 \n Washington $25.50 - $28.50 \n Washington DC $24.50 - $27.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n Additional Requirements: \n \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $32.50 - $36.00 \n Colorado $31.00 - $34.50 \n Hawaii $32.50 - $36.00 \n Illinois $31.00 - $34.50 \n Maryland $31.00 - $34.50 \n Massachusetts $32.50 - $36.00 \n Minnesota $28.00 - $31.00 \n New Jersey $32.50 - $36.00 \n New York $32.50 - $36.00 \n Ohio $28.00 - $ $31.00 \n Vermont $31.00 - $34.50 \n Washington $32.50 - $36.00 \n Washington DC $31.00 - $34.50 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. \n \n What You Will Do: \n\n • Be a Proactive Community Ambassador\n \n, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. \n \n, • Provide Tax Expertise \n \n, • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n, • Deliver a Best in Class Customer Experience\n \n, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n \n\n Key Qualifications: \n\n • 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.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n Attributes and skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n Additional Requirements: \n \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $32.50 - $36.00 \n Colorado $31.00 - $34.50 \n Hawaii $32.50 - $36.00 \n Illinois $31.00 - $34.50 \n Maryland $31.00 - $34.50 \n Massachusetts $32.50 - $36.00 \n Minnesota $28.00 - $31.00 \n New Jersey $32.50 - $36.00 \n New York $32.50 - $36.00 \n Ohio $28.00 - $ $31.00 \n Vermont $31.00 - $34.50 \n Washington $32.50 - $36.00 \n Washington DC $31.00 - $34.50 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n\n \n

Job Description We are seeking a hands-on Senior Controller/CAO to drive IPO readiness, technical accounting, and internal control transformation. This role will work closely with Accounting and Finance team, to build IPO readiness capability, technical accounting rigor, and scalable control frameworks. Technical Accounting & Policy Support • Lead complex technical accounting analysis (ASC 606, ASC 718, ASC 842, etc.), • Prepare and maintain technical accounting memos, • Partner with Accounting team to ensure correct implementation of policies, • Coordinate with external auditors and advisors on accounting positions IPO & SEC Readiness • Drive IPO readiness assessments and gap analysis, • Build S-1 readiness support materials (financial disclosures, footnote structures, schedules), • Ensure alignment with SEC reporting expectations, • Support CFO and Accounting team in audit committee and board preparation Internal Controls (SOX Readiness) • Design SOX control framework in partnership with Accounting, • Identify key control areas (revenue, payroll, equity, close process), • Document and implement control activities, • Coordinate testing and remediation efforts with consultants/auditors Internal TFT Leadership • Lead and coordinate the internal IPO Transformation Task Force (TFT), • Drive cross-functional execution across Accounting, FP&A, Legal, HR, and IT, • Track IPO readiness milestones, dependencies, and execution risks, • Ensure structured program management discipline for IPO preparation HQ Alignment & Stakeholder Management • Ensure alignment on accounting policies, reporting standards, and IPO readiness expectations, • Coordinate global finance requirements and ensure consistent application across entities, • Act as key liaison and support communication and alignment across regional and HQ stakeholders Accounting Process Improvement • Work alongside Accounting leadership to improve close processes, • Identify process gaps and control weaknesses, • Support standardization and documentation of accounting workflows External Advisor Coordination • Serve as primary technical liaison with external auditors and advisors, • Coordinate with public accounting firms on IPO readiness topics, • Translate external guidance into internal execution requirements Systems & Infrastructure • Provide accounting requirements for ERP and reporting systems and implementation of financial systems that support accounting, close controls, and SEC reporting processes. as needed., • Partner with Accounting and IT teams (not own system administration) Skills/Qualifications • CPA required, • Bilingual in Korean preferred, • 10–15+ years of progressive accounting and IPO readiness experience, • Strong US GAAP technical accounting expertise, • Experience working with external auditors and Big 4 firms, • Exposure to IPO readiness, SOX implementation, or public company reporting, • Experience in late-stage private or IPO-bound companies preferred, • Strong verbal and written communication skills, • Strong proficiency in ERP Oracle, • Strong proficiency in Microsoft Outlook, Excel, PowerPoint, Word, • Strong cross-functional coordination experience and leadership, • Ability to operate in a fast-paced, ambiguous environment

Job Description Position Summary & Purpose: The Controller is responsible for the overall financial management of the Orange County Council, including accounting operations, financial reporting, budgeting, internal controls, regulatory compliance, and stewardship of Council assets. This position ensures the integrity of the Council's financial records while providing timely financial analysis and strategic support to executive leadership and the Executive Board. The Controller oversees all accounting functions, supervises accounting staff, coordinates the annual audit, ensures compliance with Generally Accepted Accounting Principles (GAAP) and nonprofit accounting standards, and serves as a trusted financial advisor to the Chief Executive Officer (Scout Executive), Treasurer, Finance Committee, Executive Board, auditors, banking partners, and department leaders. Essential Duties and Responsibilities: Financial Leadership • Direct all accounting and financial operations., • Maintain the general ledger and oversee month-end and year-end close., • Prepare accurate monthly, quarterly, and annual financial statements., • Monitor cash flow, investments, reserves, and financial performance., • Develop forecasts and support long-range financial planning., • Establish and maintain strong internal controls to safeguard Council assets. Accounting and Budget Administration Oversee all accounting functions, including accounts payable, accounts receivable, payroll accounting, cash management, bank reconciliations, fixed assets, investments, journal entries, and account reconciliations. Coordinate the annual operating budget, monitor departmental spending, analyze budget variances, and provide financial recommendations to leadership. Financial Reporting and Nonprofit Accounting Prepare financial reports for executive leadership, the Executive Board, and Finance Committee, including budget-to-actual analyses, cash flow reports, investment summaries, and capital project reporting. Ensure accurate accounting and reporting for: • Restricted and unrestricted contributions, • Endowments and capital campaigns, • Grants and fundraising activities, • Camp operations and program revenues, • Membership dues and donor-restricted funds Maintain compliance with nonprofit accounting standards and donor restrictions. Audit, Compliance, and Risk Management Lead the annual financial audit by preparing schedules, coordinating auditor requests, and implementing recommendations. Ensure compliance with GAAP, IRS nonprofit reporting requirements, Form 990 reporting, grant requirements, state charitable reporting, and Council financial policies. Support organizational risk management through internal control reviews, financial risk assessments, insurance renewals, and business continuity planning. Payroll, Assets, and Board Support Coordinate with Human Resources to ensure accurate payroll accounting, payroll tax reporting, benefit reconciliations, retirement plan accounting, and leave liability reporting. Maintain financial records for Council properties, camps, vehicles, equipment, and capital assets, including depreciation schedules. Serve as staff liaison to the Executive Board, Finance Committee, Audit Committee, and Investment Committee by preparing financial reports and supporting materials. Leadership • Supervise and develop accounting staff., • Establish efficient accounting procedures and internal processes., • Crosstrain staff and promote continuous process improvement., • Conduct performance evaluations and foster professional development. Qualifications Education Bachelor's degree in Accounting, Finance, or Business Administration required. CPA preferred but not required. Experience • 7-10 years of progressively responsible accounting experience., • 3-5 years of supervisory or management experience., • Nonprofit accounting experience strongly preferred., • Experience with financial statement preparation, budgeting, audits, Board reporting, and fund accounting. Knowledge Strong knowledge of: • GAAP and nonprofit accounting principles, • Fund and grant accounting, • Internal controls, • Budget development and financial reporting, • Payroll accounting, • Microsoft Excel and financial management systems Skills • Strong analytical, organizational, and problem-solving abilities., • Excellent written, verbal, and presentation skills., • Ability to communicate complex financial information to non-financial audiences., • Sound judgment, integrity, and attention to detail., • Proficiency with Microsoft Office and nonprofit accounting software., • Ability to work independently while collaborating effectively with leadership, staff, volunteers, auditors, and Board members. Preferred Qualifications • CPA designation., • Experience with nonprofit fund accounting and donor-restricted funds., • Experience supporting volunteer boards and Finance Committees., • Familiarity with fundraising operations and grant administration., • Experience with Blackbaud Financial Edge, Sage Intacct, MIP Fund Accounting, or similar nonprofit accounting systems. Physical Requirements While performing the duties of this job, the employee is routinely required to sit, use a computer, stand, walk, present, use hands and fingers to handle or feel, reach with hands and arms, and effectively speak and hear. The employee is sometimes required to stoop, kneel, bend, or crouch. Specific vision abilities required include close vision and the ability to adjust focus. • Occasional lifting of up to 25 pounds., • Ability to travel periodically to Council camps and facilities., • Ability to attend evening Board and Finance Committee meetings as needed. Core Competencies The successful Controller will demonstrate: • Unquestioned integrity and ethical judgment., • Strong stewardship of charitable assets., • Commitment to transparency and accountability., • Collaborative leadership., • Strong analytical and organizational skills., • Ability to communicate financial information effectively to diverse audiences., • Continuous process improvement mindset., • Exceptional customer service in support of staff, volunteers, donors, and stakeholders. Equal Opportunity Employer Scouting America, Orange County Council is an equal opportunity employer and considers all qualified applicants without regard to disability or any other protected status.

Job Description Summary The Director of Human Resources is a strategic leader responsible for shaping and executing the company’s people strategy in alignment with business goals. This role oversees all HR functions including talent acquisition, employee engagement, organizational development, compensation and benefits, compliance, and employee relations. The Director partners closely with executive leadership to foster a high-performance culture, lead change initiatives, and ensure legal compliance across all HR functions. This position leads the HR team, providing coaching, development, and operational direction to drive excellence and continuous improvement. Core Responsibilities • Provide strategic leadership across all HR functions, including workforce planning, talent acquisition, employee engagement, performance management, and compliance, • Lead and mentor the HR team to deliver best-in-class service aligned with business objectives, • Develop and implement HR strategies, policies, and programs that support a diverse, inclusive, and compliant workplace culture, • Serve as a strategic advisor to senior leadership on organizational design, succession planning, and change management initiatives, • Oversee compensation and benefits programs, including competitive analysis, budgeting, and vendor management, • Manage payroll operations in compliance with regulatory and reporting requirements, • Lead enterprise-wide HR initiatives such as performance management, talent reviews, development planning, and workforce analytics, • Ensure compliance with all applicable employment laws and regulations, including mandated reporting (e.g., EEO-1, CA legal reporting, 5500, 401(k) testing), • Oversee the design and delivery of onboarding, training, and leadership development programs, • Provide guidance on complex employee relations matters and support fair and consistent resolution in partnership with leadership, • Drive KPI tracking and reporting across key HR metrics including headcount, turnover, engagement, and strategic initiatives, • Represent the company in audits, external reporting, and corporate compliance reviews, • Collaborate with internal stakeholders and Safran corporate to align HR strategy, benefits administration, and quarterly/year-end reporting Requirements • Bachelor’s Degree in Human Resources, Business Administration, or related field, • 10+ years of progressive HR experience, • 7+ years in a leadership role managing HR teams, • Proven experience developing and implementing strategic HR initiatives in a fast-paced, multi-functional environment, • Deep knowledge of U.S. federal and California labor laws, compliance regulations, and industry best practices, • Demonstrated success in building high-performing teams and influencing at all levels of the organization, • Strong business acumen and the ability to translate organizational goals into effective HR strategies, • Experience managing HR systems, payroll, and reporting tools; strong analytical and problem-solving skills, • Excellent interpersonal, communication, and leadership skills with a high degree of professionalism and discretion Preferred Qualifications • Master’s degree in Human Resources, Organizational Development, or Business, • HR certifications (e.g., SHRM-SCP, SPHR) Benefits The starting pay range for this position is $150,000 - 170,000 per year however, the base pay offered may vary depending on the level of the position, skills, experience, job-related knowledge, and location. In addition to a comprehensive package of health benefits that include company contributions, RAVE Aerospace offers a variety of additional benefits and perks to enhance your work-life balance experience including but not limited to: • A home allowance to elevate your home workspace, • Discretionary bonus program, • Future financial security with a 401(k) program with a company match, • Paid time off covering vacations, personal time off, and sick days, capped off by an exciting year-end holiday shutdown, • Embraced flexibility with our alternative work schedule (9/80) to navigate your workweeks with every other Friday off

Job Description Overview Sonrava Health is a rapidly expanding network of Dental practices focused on delivering high-quality, accessible dental care. We harness data and technology to drive performance, optimize operations, and improve patient outcomes. Our BI team empowers operational and executive leadership with actionable insights across functions including clinical performance, financial planning, marketing analytics, and patient experience The Business Intelligence (BI) Manager will lead the design, development, and delivery of business intelligence solutions that inform strategic and tactical decision-making. This role will work closely with cross-functional stakeholders (Operations, RCM, Finance, Clinical Quality, Marketing, IT) to translate business needs into analytical solutions. The BI Manager will also oversee a small team of analysts and ensure data quality, governance, and ongoing refinement of reporting practices. Responsibilities Data & Insights Leadership • Lead the planning, prioritization, and delivery of BI projects, dashboards, and reports supporting key performance indicators (KPIs)., • Translate business questions into analytical requirements and BI solutions for operational and executive teams., • Partner with stakeholders across the organization to understand needs and deliver, • Act as a trusted advisor by identifying opportunities to leverage data for improved outcomes and efficiency., • Facilitate requirements gathering, solution design discussions, and user acceptance testing. Technical & Analytical Execution • Develop, maintain, and evolve dashboards and reports using BI platforms (Power BI and SAS)., • Guide data extraction, transformation, and loading (ETL) processes to ensure reliable, accurate data pipelines., • Perform root-cause analysis and deliver data-driven recommendations to improve performance in areas such as patient volume, revenue cycle, office productivity, and marketing ROI. Team Leadership & Development • Manage and mentor BI analysts and data specialists; provide coaching, performance feedback, and training., • Establish standards, best practices, and documentation for BI processes and team practices. Governance & Quality • Champion data governance, ensuring consistency in metrics definitions and data integrity across systems., • Monitor BI solution adoption and usage; iterate and improve to enhance value and user satisfaction. Strategy & Continuous Improvement • Contribute to the BI and analytics roadmap aligned with organizational strategy., • Evaluate and recommend enhancements to BI tools, processes, and architecture., • Stay current with Power BI features, healthcare analytics trends, and data visualization best practices. Qualifications • Bachelor’s degree in Data Science, Analytics, Business Intelligence, Computer Science, Business, or related field (Master’s preferred)., • 10+ years of experience in business intelligence, data analytics, or related roles — preferably in healthcare or large multi-site operations., • 3-5 years of experience in managerial leadership, • Hands-on experience with business intelligence tools such as Power BI, SAS software, Sequel Silver,Tableau etc, • Strong SQL skills and comfort working with relational databases and ETL frameworks., • Strong Excel skills, • Experience leading analytics projects and delivering insights to senior leadership., • Excellent communication skills and ability to translate complex data into narrative reports. Preferred Qualifications • Prior management experience with mentoring and performance management., • SAS enterprise and ETL experience., • Healthcare operations experience (revenue cycle, clinical, marketing analytics)., • Familiarity with enterprise data warehousing, cloud platforms (AWS/Azure/GCP), and modern data stack tools. What We Offer • Comprehensive benefits (Medical, Dental, Vision, 401(k), PTO), • Career development and training opportunities

Job Description Company Background: Founded in 1940 and headquartered in San Francisco, Degenkolb Engineers has more than eight decades of commitment to innovation, client service, and life-long learning. We deliver customized structural solutions in a variety of practice areas: healthcare, education, design (commercial and civic), science and technology, forensics, federal, and construction engineering. We address every project need whether those needs are meeting stringent codes, meeting a bottom line, sticking to a hard construction schedule, or developing a structural system that creates a landmark. Position Description: We are seeking an accomplished structural engineering leader with deep experience in the Education and Civic sectors to join our Orange or Los Angeles office as an Associate Principal or Principal. This role will lead complex design-build projects, new design and seismic evaluation and retrofit work for civic and university facilities, while helping grow Degenkolb’s market presence in Southern California. Ideal Candidate: This role is ideal for an experienced Project Manager and technical leader who combines strong client relationships and business development capabilities in higher education (university and community college) with a passion for mentoring and developing staff. Candidates interested in growing into broader firm leadership are especially encouraged to apply. Compensation and Benefits: The pay rate for this position generally ranges between $176,000 to $220,000 annually. This range is a good faith estimate provided pursuant to pay transparency laws. Actual pay rates will be based on various factors, including position, location, company geographic differentials, education level, and candidate qualifications. Benefits include health and life insurance, commuter benefits, paid parental leave, 401(k) with company Profit Sharing contribution, employee ownership in a privately held stock plan, financial support for professional activities and lifelong learning, company holidays, and a generous paid time off program. Culture: We offer focused professional development within a highly supportive and transparent environment, a flexible hybrid work schedule (generally 3 days in the office) and a fun office environment! Our firm is highly collaborative and filled with experts who are united by a passion for industry involvement, pride in company ownership, and respect for our personal lives. We also offer opportunities for committee participation and leadership, and a pay scale set at the 75th market percentile. To learn more, please visit our website: https://degenkolb.com/culture/ Job Description: Associate Principals and Principals are responsible for technical excellence, project management and delivery, and staff mentorship. Successful candidates are expected to lead high-performing teams, strengthen client relationships, and contribute to the strategic growth of the firm. Responsibilities: • Lead project teams from project selection, conceptual design and through construction administration., • Oversee project delivery, staffing, utilization, and financial performance., • Mentor, develop, and supervise technical staff and project managers., • Foster a culture of collaboration, accountability, inclusion, and technical excellence., • Serve as a technical leader and trusted advisor within the firm and for our clients., • Build and maintain strong client relationships to support repeat business and new opportunities., • Identify and secure new work with existing and prospective clients., • Ensure project quality and resolve technical or client-service issues., • Maintain active leadership in professional organizations related to structural and earthquake engineering. Minimum Requirements: • Bachelor’s Degree in Civil/Structural Engineering required (MS degree in Structural Engineering preferred), • Minimum of 10 years of progressive experience in the structural and seismic engineering fields., • California Civil Engineering license required. (Registration as a Structural Engineer preferred.), • Established relationships within the Southern California AEC and design-build community., • Demonstrated success developing client relationships and generating project opportunities., • Must be legally authorized to work in the U.S. Desired Qualifications: • MS degree in Structural Engineering., • California Structural Engineer license., • Minimum 4-6 years of experience leading and managing technical staff., • Experience in post-earthquake reconnaissance and/or structural engineering research., • Active participation and leadership in professional or industry organizations. Application Process: Click the Apply Now button. Please submit your resume and a targeted cover letter describing the alignment of your background with this position. Degenkolb Engineers complies with Equal Opportunity Employer guidelines, meaning we do not discriminate in employment matters on the basis of race, color, religion, gender, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, or any other protected class. We are committed to fostering an inclusive workplace where a wide range of perspectives, skills, and experiences are welcomed and respected.

Job Description Do meaningful work where relationships come first. At Orange County’s Credit Union (OCFCU), banking has always been personal. For over 85 years, we’ve helped our members reach life’s biggest milestones—not by pushing transactions, but by building real, lasting relationships. Today, with $3+ billion in assets and 145,000+ members, we’re proud of the trust we’ve earned and energized about what’s ahead. Our commitment to people—members and employees alike—has led us to be named #1 Credit Union by the Orange County Register multiple years, including 2024 and 2025. When you join OCFCU, you join a team where your contributions matter, your voice is heard, and your work makes a real impact every day. Who You Are You’re more than a numbers person—you’re a thoughtful problem-solver and a trusted advisor. You enjoy digging into financials, but what really drives you is understanding the story behind the numbers. You ask insightful questions, think critically, and take pride in delivering well-reasoned recommendations that help both the organization and our members succeed. You’re naturally curious, detail-oriented, and collaborative. You balance risk with opportunity, and you know that strong underwriting isn’t just about protecting the portfolio—it’s about making smart, relationship-driven decisions. If you’re someone who brings sound judgment, intellectual curiosity, and a genuine commitment to doing the right thing, you’ll feel right at home here. What You’ll Do In the Commercial Real Estate Loan Underwriter role, you’ll take the lead on analyzing and underwriting a wide variety of commercial credit transactions—including commercial real estate, lines of credit, asset-based lending, and equipment financing—with a high degree of independence. You’ll: • Dive deep into financial statements, tax returns, and projections to assess borrower strength, • Evaluate complex deal structures, entity relationships, and collateral, • Create clear, compelling credit memos, annual reviews, and market reports, • Use your analytical skills to run projections and “what-if” scenarios that inform smart decisions, • Stay proactive—keeping up with market trends, economic shifts, and regulatory updates, • Collaborate closely with loan officers, processors, and leadership, • Serve as a go-to resource for the team, sharing your expertise and insights, • Build and maintain strong relationships within the portfolio Qualifications: • You bring 5+ years of commercial underwriting experience, including commercial real estate, • You have a strong foundation in financial and tax analysis, • You’re confident navigating complex credit structures and regulatory requirements (FNMA, FHLMC, etc.), • You’re comfortable with credit analysis tools (Sageworks/Abrigo is a plus), • You communicate clearly and confidently—both written and verbal, • You take ownership, follow through, and approach your work with care and integrity, • Most importantly, you value relationships as much as results Final offers are based on qualifications, internal equity, and the level of position offered. The target hourly pay range for the Commercial Real Estate Loan Underwriter is $40.00 - $50.00. Generous benefits include: • Anthem & Delta Care USA Dental – From day one of employment!, • Life insurance at no cost to associates., • 401(k) – OCCU contributes up to 6% of gross earnings (dollar for dollar)., • Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure., • Sick hours – 7 days per year, • Paid Holidays, • Annual performance merit increases, • Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities., • Annual discretionary bonus, • Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Job Description Job Summary: The Export Compliance Specialist will support our export compliance program by conducting detailed analysis of export transactions, performing regulatory research, and assisting with compliance assessments. This role focuses on the analytical aspects of export control compliance, including data analysis, regulatory interpretation, and supporting documentation review under the guidance of senior export control professionals. Core Responsibilities: • Analyze export transactions for compliance with EAR, ITAR, OFAC and FTR regulations, • Perform advanced export classifications analysis of hardware, software and technology (ECCN and Schedule B), • Evaluate and approve export transactions and compliance determinations, • Perform third-party due diligence assessments and determine escalation or mitigation actions, • Review export documentation for accuracy and completeness, • Prepare, submit, and manage export license applications including regulatory rationale, • Serve as an advisor to internal stakeholders, • Monitor Federal Register notices and agency guidance for compliance updates, • Maintain current knowledge of export control lists, country groups, and licensing policies, • Maintain and update export control databases and tracking systems, • Conduct data analysis to identify trends and potential compliance issues, • Support audit activities by preparing documentation and analysis reports, • Prepare regulatory reports for BIS filings, • Perform restricted party screening using screening tools (Visual Compliance or OCR EASE) and government databases, • Analyze shipping routes and intermediary parties for compliance concerns, • Support investigations and resolution of potential compliance issues, • Maintain export control records and documentation, • Support in the development, implementation, dissemination, and maintenance of internal compliance procedures, • Support the preparation and delivery of compliance training on export control topics., • Support key trade compliance initiatives and projects as required., • Maintain expertise in international trade regulatory areas i.e. EAR, ITAR, CBP, FTR, OFAC, FTA, and global trade regulations. Requirements • 6+ years of work experience of export control regulations EAR, OFAC, ITAR) and operations, • Bachelor’s Degree in International Business or related field or equivalent experience, • Knowledge of international trade documentation, shipping processes, and Incoterms, • Strong analytical and research skills, • Demonstrated ability to independently interpret and apply export control regulations, • Strong expertise in export classification, licensing, and regulatory risk assessment, • Demonstrates strong personal integrity and manages confidential matters with professionalism, exercising sound judgment and maturity at all times., • Proficiency with SNAP-R, ACE and enterprise screening tools, • Proficiency in MS Word, Excel, PowerPoint, Visio, • Knowledge of encryption controls, • Knowledge of EU dual-use export control regulation, • Previous experience in manufacturing environment, • Advanced analytical, problem-solving, and decision-making skills, • Ability to exercise discretion and judgment on matters of regulatory significance, • Strong written and verbal communication skills with the ability to advise and influence stakeholders Benefits The starting pay range for this position is $84,800 - $101,700 per year however, the base pay offered may vary depending on the level of the position, skills, experience, job-related knowledge, and location. In addition to a comprehensive package of health benefits that include company contributions, RAVE Aerospace offers a variety of additional benefits and perks to enhance your work-life balance experience including but not limited to: • A home allowance to elevate your home workspace, • Discretionary bonus program, • Future financial security with a 401(k) program with a company match, • Paid time off covering vacations, personal time off, and sick days, capped off by an exciting year-end holiday shutdown, • Embraced flexibility with our alternative work schedule (9/80) to navigate your workweeks with every other Friday off

Job Description Econolite® is an innovator of Intelligent Transportation System (ITS) solutions, products, and services. Our technology is helping save lives and making the Smart City a reality. If you want to be at the forefront of this intelligent technology revolution, we want to talk to you about being part of our team. Econolite is committed to employing the best talent that will make significant contributions to building a safer, connected world. Econolite’s ITS solutions ease traffic congestion, provide safer mobility, and improve quality of life. As the one-stop-shop leader for traffic management systems, sensor products, and services, Econolite is committed to the advancement of connected and autonomous vehicles, smart cities, and cybersecurity. We are seeking a Senior Business Systems Analyst (BSA) / Functional Architect to play a strategic role in the on-going implementation of Microsoft Dynamics 365 (F&O, Project Operations, Field Services). This role partners closely with business stakeholders and our System Integrator (SI) to design solutions, guide platform evolution, and ensure long-term success of the D365 landscape. This role requires a combination of deep functional expertise, architectural mindset, and operational ownership to help Econolite transition from implementation to enable long-term operational success. DUTIES • Business Engagement & Process Optimization, • As a trusted advisor to Finance, Operations and Service business, drive discovery workshops focused on process transformation, • Design processes (requirements, functional specifications, user stories and process flows) for financial operations, project lifecycle & billing models, and field service operations, • Functional Architecture Configuration & Execution, • Act as a functional solution architect across D365 F&O, Project Operations, and Field Services, • Lead gap-fit analysis and strategy, balancing D365 best practices and Econolite’s operating model / roadmap, • Translate business objectives into end-to-end designs and architectural decisions, • System Integration Partnership, • As part of a joint delivery team with our System Integrator (SI), ensure alignment between technical implementation and business objectives through the project., • Collaborate closely with SI throughout the implementation lifecycle to ensure solutions align with business objectives, functional expectations, and operational needs., • Ensure delivered solutions are validated through testing, feedback and business acceptance., • Production Support, Stabilization, & Troubleshooting, • Provide advanced functional oversight for Tier-2/Tier-3 issues, • Maintain a prioritized backlog of enhancements, bug fixes, and feature requests based on a business value prioritization., • Conduct root-cause analysis and implement preventative fixes, • Drive platform stabilization initiatives, implementing preventative controls, • Release Management & DevOps Coordination, • Implement DevOps best practices that enable controlled, reliable releases of new functionality and updates, • Coordinate changes with technical teams to plan, schedule, and execute releases, • Leverage Azure DevOps or similar tools to automate solution deployments and accelerate release cycles, • Validate deployments post-release, ensure that release notes and documentation (technical documentation, user guides, training materials, and knowledge base articles) are complete and accurate QUALIFICATIONS • Bachelor’s degree in Information Technology, Computer Science, or a related field, • 7+ years experience as a D365 Functional Consultant / BSA / Solution Architect, • 4+ years hands-on experience with D365 F&O, Project Operations, and/or Field Service), • Strong functional configuration and business process design expertise, • Proven experience in Financial, Project Accounting and/or Service Operations, • Proven experience with production support and structured root-cause analysis, • Proficiency with Microsoft Azure DevOps, Jira, or similar tools, • Strong collaboration experience with System Integrators, • Excellent communication and cross-functional collaboration skills, • Ability to handle unexpected issues and adapt to a changing IT environment Nice To Have • Experience stabilizing new D365 implementations, • Experience defining enterprise architecture standards within D365, • Working knowledge of Dataverse, dual-write, and Power Platform, • Background in manufacturing, distribution, or field service operations, • Relevant Microsoft certifications (MB-300, MB-310, MB-330, MB-240) PHYSICAL REQUIREMENTS Primarily an office-based role requiring prolonged periods of sitting and computer use. Must be able to lift up to 25 pounds and travel occasionally for meetings, training, or company events as needed. PRE-EMPLOYMENT All candidates who accept employment will be subject to a background investigation and drug screening. For applicable roles, candidates who accept employment will also be subject to a Motor Vehicle/Driving Record screening. COMPENSATION The base pay range for this full-time exempt position is $120,000.00 - $140,000.00 per year plus benefits. Pay ranges are determined by various factors, including role, experience, and location. The pay range displayed reflects the minimum and maximum target for new hire base pay rates for this position. Within the range, actual individual compensation is determined by various factors, including location, job-related skills, experience, and relevant education or training. BENEFITS This role is eligible for benefits: weekly pay, weekly PTO accrual, paid holidays. Various medical plans, dental, vision, flexible spending accounts, direct deposit. Basic life, LTD, 401k discretionary match. Other voluntary benefits include: identity theft protection. DISCLAIMER The above statements are intended to indicate the general nature and level of work performed by employees within this classification. They are not designed to contain or be interpreted as an exhaustive list of all duties, responsibilities, skills, and qualifications required of employees assigned to this job. We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, marital status, lactation, ancestry/national origin, citizenship, age, disability, arrest and court records, military & veteran's status, Genetic Information & Testing, Family & Medical Leave, or any other classification protected by state or federal law. We prohibit Retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or otherwise oppose discrimination. An Equal Opportunity Employer - Non-Smoking Facility

Job Description Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: • You motivate and negotiate effectively with key employees, top management, and client groups to take desired action, • You are an out-of-the-box thinker who develops solutions for large enterprise clients, • You identify savings based on a customer's infrastructure, vendor contracts, and pricing schedules and are able to provide comprehensive solutions for our clients to help them drive cost savings, • You possess a wealth of knowledge in specific disciplines / expense areas, • You are a proven leader with a track record of managing groups of employees, their day to day workloads, and professional development. What You Will Do: • Drive results and growth, • Achieve credibility with clients as the subject matter expert on consulting projects, • Ability to solve advanced problems and deal with a variety of options in complex situations, • Work directly with vendor partners to negotiate best-in-class win-win agreements on behalf of clients, • Win as a team- lead a small team of direct reports responsible for their own projects from start to finish and assisting with analysis, work product creation and client presentation support, • Contributes to P&L management, • Utilize creative thinking in creating solutions for large enterprise clients, • Understand industry trends within your area(s) of expertise What You Need: • Strong experience with analysis of data through MS Excel, • Bachelor's Degree required, • Minimum 6 - 8 years of vendor management, analyst, and/or consulting experience, • Experience leading teams, • Project management experience a plus, • Ability to use project management software to manage deliverables such as SmartSheet and Project Management CRM strategies Who We Are: Profit Recovery Partners is a management consulting firm specializing in enterprise cost optimization and spend reduction. We partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. Leveraging deep category expertise, proprietary analytics, and supplier-negotiation intelligence, PRP delivers measurable financial impact and operational efficiency. Our client engagements have generated more than $10.6 billion in verified savings, reinforcing PRP's reputation as a trusted advisor to executives seeking lasting performance improvement and sustainable cost reduction results. Why Join Us: At PRP, we offer more than just a job — we provide a dynamic, supportive environment where you can thrive personally and professionally. Here's what you can expect when you join our team: • Comprehensive Benefits:, • Full medical, dental, and vision coverage, • Optional pet insurance, • Access to a gym membership discount (offered through our healthcare provider and available for select fitness centers), • $200/month waived medical benefit for employees who opt out of our health plans, • Cell phone stipend for applicable roles, • Financial Wellness: 401(k) plan with company match, • Time Off to Recharge: Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave, • Strong Foundation: Over 28 years of consistent growth and success, • Fun & Connection: Annual summer retreat, holiday parties, happy hours, and themed celebrations throughout the year, • Career Growth: A collaborative, high-performing team with frequent recognition and opportunities for internal promotion, • Our Culture: Fast-paced, team-driven, and fueled by a shared commitment to excellence, • Giving Back & Getting Involved: We're proud of our employee-led committees that support causes and initiatives that matter to us all: • Corporate Social Responsibility, • Youth Rising Group, • Women's Empowerment Group, • Wellness Committee These groups offer meaningful opportunities to give back, connect with colleagues, and help shape a more inclusive and supportive workplace. • Learn more at https://prpllc.com The total compensation for this position is: $86,950-$140,000. Actual compensation within the range will be dependent upon the individual's skills, experience, education, qualifications, and applicable employment laws. Equal Opportunity Employer

Job Description Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: An Associate Director, Solutions Management is responsible for aspects of client account management; including maximizing client savings by upselling additional services into scope, identifying new and creative ways for PRP clients to save additional dollars, and client retention. You will manage a team of 1-2 direct reports in driving engagements and performance. Alongside the Director, you will manage the execution of savings confirmations and enhancements for all expense areas in your team's book of business. The ideal candidate will utilize exceptional relationship building skills and business savvy and collaborate across departments, with clients' C-level leadership, and key stakeholders which is accomplished through the effective management of implemented client savings programs. What You Will Do: • Alongside Director, own assigned accounts; responsible for expanding scope into new expense areas., • Maximize client savings achieved and value to retain targeted accounts after initial engagement, • Building trusting relationships to present opportunities for new projects and renewal contracts to existing clients with a high level of urgency via: Building meaningful relationships with C Suite executives; identify and continually deliver new value to existing clients, • Maintain C-level engagement by meeting regularly, in person or virtually, to confirm savings, • Exceed client expectations by understanding their needs and fulfill contractual obligations., • Responsible for meeting team revenue targets within projected timeframes including internal stakeholder management., • Identify, analyze, and interpret trends or patterns in complex data sets, identifying patterns and relationships across multiple industries to develop meaningful recommendations for clients., • Establish, maintain, and track performance through dashboards that reflect contributions from operating groups, • Problem solving and resolution of issues within client projects. Identify, track, manage, and resolve client and project roadblocks and issues., • Work cross-functionally with Practice Groups to ensure ongoing savings analysis calculations amid vendor negotiations are handled., • Manage and develop team of 1-2 direct reports, • Responsible for meeting or exceeding department and personal performance to key performance indicator goals, • Other duties as assigned. What You Need: • Bachelor's degree required, • 8+ years of relevant experience in consulting or a related field, • 4+ years of management/supervisory experience, • Excellent verbal and written communication skills, • Experienced in Microsoft office suite, • Sales ability with a track record of working with C-level clients, • Attention to detail with strong quantitative and analytical skills, • Ability to lead others to complete complex projects on time, • Very high degree of urgency, • Proven ability to handle objections to finalize audit categories with client Who We Are: Profit Recovery Partners is a management consulting firm specializing in enterprise cost optimization and spend reduction. We partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. Leveraging deep category expertise, proprietary analytics, and supplier-negotiation intelligence, PRP delivers measurable financial impact and operational efficiency. Our client engagements have generated more than $11 billion in verified savings, reinforcing PRP's reputation as a trusted advisor to executives seeking lasting performance improvement and sustainable cost reduction results. Why Join Us: At PRP, we offer more than just a job — we provide a dynamic, supportive environment where you can thrive personally and professionally. Here's what you can expect when you join our team: • Comprehensive Benefits:, • Full medical, dental, and vision coverage, • Optional pet insurance, • Access to a gym membership discount (offered through our healthcare provider and available for select fitness centers), • $200/month waived medical benefit for employees who opt out of our health plans, • Cell phone stipend for applicable roles, • Financial Wellness: 401(k) plan with company match, • Time Off to Recharge: Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave, • Strong Foundation: Over 28 years of consistent growth and success, • Fun & Connection: Annual summer retreat, holiday parties, happy hours, and themed celebrations throughout the year, • Career Growth: A collaborative, high-performing team with frequent recognition and opportunities for internal promotion, • Our Culture: Fast-paced, team-driven, and fueled by a shared commitment to excellence, • Giving Back & Getting Involved: We're proud of our employee-led committees that support causes and initiatives that matter to us all: • Corporate Social Responsibility, • Youth Rising Group, • Women's Empowerment Group, • Wellness Committee These groups offer meaningful opportunities to give back, connect with colleagues, and help shape a more inclusive and supportive workplace. • Learn more at https://prpllc.com The salary range for this position is: $103,300 -$165,000. Actual compensation within the range will be dependent upon the individual's skills, experience, education, qualifications, and applicable employment laws. Equal Opportunity Employer

Job Description Job description: We are seeking a hands-on Senior Controller/CAO to drive IPO readiness, technical accounting, and internal control transformation. This role will work closely with Accounting and Finance team, to build IPO readiness capability, technical accounting rigor, and scalable control frameworks. Technical Accounting & Policy Support • Lead complex technical accounting analysis (ASC 606, ASC 718, ASC 842, etc.), • Prepare and maintain technical accounting memos, • Partner with Accounting team to ensure correct implementation of policies, • Coordinate with external auditors and advisors on accounting positions IPO & SEC Readiness • Drive IPO readiness assessments and gap analysis, • Build S-1 readiness support materials (financial disclosures, footnote structures, schedules), • Ensure alignment with SEC reporting expectations, • Support CFO and Accounting team in audit committee and board preparation Internal Controls (SOX Readiness) • Design SOX control framework in partnership with Accounting, • Identify key control areas (revenue, payroll, equity, close process), • Document and implement control activities, • Coordinate testing and remediation efforts with consultants/auditors Internal TFT Leadership • Lead and coordinate the internal IPO Transformation Task Force (TFT), • Drive cross-functional execution across Accounting, FP&A, Legal, HR, and IT, • Track IPO readiness milestones, dependencies, and execution risks, • Ensure structured program management discipline for IPO preparation HQ Alignment & Stakeholder Management • Ensure alignment on accounting policies, reporting standards, and IPO readiness expectations, • Coordinate global finance requirements and ensure consistent application across entities, • Act as key liaison and support communication and alignment across regional and HQ stakeholders Accounting Process Improvement • Work alongside Accounting leadership to improve close processes, • Identify process gaps and control weaknesses, • Support standardization and documentation of accounting workflows External Advisor Coordination • Serve as primary technical liaison with external auditors and advisors, • Coordinate with public accounting firms on IPO readiness topics, • Translate external guidance into internal execution requirements Systems & Infrastructure • Provide accounting requirements for ERP and reporting systems and implementation of financial systems that support accounting, close controls, and SEC reporting processes. as needed., • Partner with Accounting and IT teams (not own system administration) Skills/Qualifications • CPA required, • Bilingual in Korean required, • 10–15+ years of progressive accounting and IPO readiness experience, • Strong US GAAP technical accounting expertise, • Experience working with external auditors and Big 4 firms, • Exposure to IPO readiness, SOX implementation, or public company reporting, • Experience in late-stage private or IPO-bound companies preferred, • Strong verbal and written communication skills, • Strong proficiency in ERP Oracle, • Strong proficiency in Microsoft Outlook, Excel, PowerPoint, Word, • Strong cross-functional coordination experience and leadership, • Ability to operate in a fast-paced, ambiguous environment Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Disability insurance, • Employee assistance program, • Employee discount, • Health insurance, • Life insurance, • Paid time off, • Vision insurance Work Location: In person

Job DescriptionSenior Tax Manager Talley LLP Orange, California (Hybrid) About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance,, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services, • M&A, growth-through-acquisition, and operational consulting delivered through TCG Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals. Position Summary The Senior Tax Manager is a senior leadership position responsible for delivering exceptional client service while helping shape the strategic direction of Talley's Tax Practice. This individual serves as a trusted advisor to high-net-worth individuals, closely held businesses, entrepreneurs, and family offices. The role is viewed as a key leadership position with a clear pathway to Principal or Partner. This position is ideal for a technically strong tax professional who enjoys mentoring others, building client relationships, leading a high-performing team, and contributing to the continued growth of the firm. Strategic Client Advisory • Serve as the primary advisor on Talley's most sophisticated tax engagements., • Advise business owners on tax-efficient growth strategies, succession planning, entity structuring, mergers and acquisitions, and wealth preservation., • Build trusted relationships through proactive client communication and ongoing tax planning discussions., • Work closely with clients to understand their businesses and provide year-round strategic tax advice., • Collaborate with Talley's multidisciplinary service lines—including Tax, Audit, Talley Law Group, Talley Capital Group, and Talley Wealth—to deliver integrated client solutions., • Partner closely with Talley Law Group on tax planning initiatives involving business owners, trusts, estates, and succession planning. Tax Compliance & Technical Leadership Talley is a relationship-driven 1040 practice with a strong emphasis on tax compliance and proactive tax planning. The Senior Tax Manager will: • Perform final technical review of complex tax engagements., • Be highly proficient reviewing and advising on:, • Form 1040 Individual Income Tax Returns, • Form 1065 Partnership Returns, • Form 1041 Fiduciary (Trust & Estate) Returns, • Form 1120-S S Corporation Returns, • Additional corporate and business tax engagements as needed, • Provide technical guidance and mentorship to Managers, Seniors, and Staff., • Help elevate the team's technical tax knowledge through coaching, review, and real-time development., • Lead internal technical discussions and communicate new tax legislation and regulatory changes., • Ensure quality control and technical excellence across all client engagements. Leadership & Talent Development A significant portion of this role focuses on developing people. Responsibilities include: • Coach, mentor, and develop Managers, Senior Associates, Associates, and Staff Accountants., • Review work and provide meaningful technical coaching to improve team performance., • Help build stronger tax technical capabilities across the department., • Assist Partners with staffing, workload management, scheduling, and departmental operations., • Support recruiting, interviewing, onboarding, succession planning, and employee retention., • Foster a collaborative, high-performance culture centered on accountability, continuous learning, and exceptional client service., • Help manage the day-to-day operations of the Tax Department while supporting long-term strategic initiatives. Client Relationship Management This position is heavily client-facing. Responsibilities include: • Build long-term trusted advisor relationships with clients., • Lead client meetings and communicate complex tax matters in a practical, business-focused manner., • Identify opportunities to improve clients' tax positions through proactive planning., • Work closely with business owners and closely held companies throughout the year—not just during tax season., • Deliver an exceptional client experience through responsiveness, strategic insight, and practical solutions. Practice Growth & Business Development • Develop referral relationships with attorneys, bankers, wealth advisors, business owners, and other centers of influence., • Generate new business opportunities through networking, community involvement, professional organizations, and thought leadership., • Identify cross-selling opportunities across Talley's integrated service offerings., • Support proposal development and participate in prospective client presentations., • Contribute to the continued growth of Talley's Tax Practice and future Partner expansion. Leadership & Practice Management • Assist Partners with strategic planning and execution of Tax Practice initiatives., • Improve workflow, utilization, profitability, quality standards, and operational efficiency., • Champion AI, automation, and emerging technologies that enhance client service and internal processes., • Help drive departmental performance while maintaining Talley's high standards of client service. Qualifications • Active CPA license required (JD and/or LL.M. a plus)., • 10–15+ years of progressive public accounting tax experience., • Extensive experience serving high-net-worth individuals, closely held businesses, entrepreneurs, and family-owned companies., • Strong technical expertise in Forms 1040, 1065, 1041, and 1120-S., • Demonstrated success leading tax professionals through mentorship, technical review, and talent development., • Proven ability to build trusted client relationships and provide strategic tax planning., • Experience with business development and practice growth., • Strong leadership, communication, and organizational skills., • Passion for developing people and building high-performing teams. Success Measures Success in this role will be measured by the ability to: • Serve as a trusted advisor to Talley's largest and most sophisticated clients., • Deliver exceptional tax compliance while identifying meaningful tax planning opportunities., • Develop and mentor future leaders within the Tax Practice., • Build strong client relationships that drive long-term retention and referrals., • Strengthen the technical capabilities of the tax team through coaching and mentorship., • Contribute to business development and practice growth., • Improve operational efficiency while maintaining exceptional quality standards., • Position yourself for advancement to Principal or Partner. We look forward to meeting you! Please email your resume for quicker consideration: dproia@talleyllp.com Powered by JazzHR aYSLLKy16I

Job Description Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: A Senior Manager of Business Optimization position for Profit Recovery Partners is an individual with experience in consulting to develop and negotiate innovative expense reduction solutions for large enterprise clients in our Practice Groups. You have specific experience with cost optimization. This role will consult directly with CFOs and CIOs at some of the largest companies in North America and is responsible for managing expense reduction projects from the initial assessment of our client's existing product usage, pricing, vendor contracts, and agreements all the way through expense reduction strategy development and vendor negotiations. • You are an individual with a passion for the consulting industry., • You have extensive knowledge in cost optimization and/or have held pricing or implementation roles in the relevant areas we consult., • You utilize and are experienced in using out-of-the-box thinking to develop solutions for large enterprise clients., • You have the ability to identify savings based on a customer's infrastructure, vendor contracts, and pricing schedules, and you are able to provide comprehensive solutions for our clients to help them drive cost savings. If you are a subject matter expert in any of these areas, we would love to hear from you! • IT Consulting – Advises clients on technology strategy, system implementations, and digital transformation initiatives., • IT Workforce Planning – Aligns technical talent with project demand, optimizing staffing models across onshore, offshore, and contingent resources., • Business Process Outsourcing (BPO) – Designs and manages outsourced operations to improve efficiency, service levels, and cost performance., • Knowledge of: Outcome-Based Pricing, Cost-Per-Deliverable Pricing, and Managed Service Pricing that relates to IT consulting and Services What You Will Do: • Collect, analyze, and present data that helps clients decide how best to reduce their expenses, • Review organizational processes/systems and uncover expense reduction opportunities for our clients by applying your industry expertise, business acumen, and analytical skill, • Negotiate, or consult with clients on how to negotiate, best-in-class pricing and business terms with vendors on new contracts and licensing agreements, • Monitor, evaluate, and present on industry trends, vendor contract terms, and pricing changes, • Manage project timelines/milestones and action items, • Develop and follow defined Practice Group and Company processes and procedures, • Demonstrate creative thinking and ability to resolve complex and sensitive client issues, • Maintain healthy and productive relationships with clients, colleagues, and vendor executives, • Present or assist in the presentation of savings and new project opportunities to clients, • Provide creditability to sales process including developing the value propositions, attending strategic sales calls, and conducting ongoing sales training, • Prepare effective analysis and documentation regarding savings opportunities available to existing and prospective clients, • Other duties as assigned What You Need: • BA/BS Degree required with a minimum 7+ years of relevant experience with consulting and/or price negotiation, • Demonstrated experience and knowledge of cost optimization, • Proficiency with Microsoft Office suite of products, • Expert ability with the analysis of data in MS Excel, • Prior consulting experience is preferred, • Excellent communication and written skills with attention to details, • Exceptional team player; work well with cross-functional teams & with diverse levels within the organization, • Self-motivated, disciplined, and highly organized; able to prioritize in a fast-paced environment, • Flexible and willing to accept a change in priorities as necessary, • Sense of urgency and timely deliveries Who We Are: Profit Recovery Partners is a management consulting firm specializing in enterprise cost optimization and spend reduction. We partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. Leveraging deep category expertise, proprietary analytics, and supplier-negotiation intelligence, PRP delivers measurable financial impact and operational efficiency. Our client engagements have generated more than $11 billion in verified savings, reinforcing PRP's reputation as a trusted advisor to executives seeking lasting performance improvement and sustainable cost reduction results. Why Join Us: At PRP, we offer more than just a job — we provide a dynamic, supportive environment where you can thrive personally and professionally. Here's what you can expect when you join our team: • Comprehensive Benefits:, • Full medical, dental, and vision coverage, • Optional pet insurance, • Access to a gym membership reimbursement (offered through our healthcare provider and available for select fitness centers), • $200/month waived medical benefit for employees who opt out of our health plans, • Cell phone stipend for applicable roles, • Financial Wellness: 401(k) plan with company match, • Time Off to Recharge: Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave, • Strong Foundation: Over 28 years of consistent growth and success, • Fun & Connection: Annual summer retreat, holiday parties, happy hours, and themed celebrations throughout the year, • Career Growth: A collaborative, high-performing team with frequent recognition and opportunities for internal promotion, • Our Culture: Fast-paced, team-driven, and fueled by a shared commitment to excellence, • Giving Back & Getting Involved: We're proud of our employee-led committees that support causes and initiatives that matter to us all: • Corporate Social Responsibility/Wellness Committee, • Youth Rising Group, • Women's Empowerment Group These groups offer meaningful opportunities to give back, connect with colleagues, and help shape a more inclusive and supportive workplace. • Learn more at https://prpllc.com The total compensation for this position ranges from $94,700.00-155,000.00. Actual compensation within the range will be dependent upon the individual's skills, experience, education, qualifications, and applicable employment laws.

Job DescriptionSENIOR MANAGER OF AUDIT & ASSURANCE Partner-Track Opportunity Talley LLP | Orange, California (Hybrid) Build More Than an Audit Practice. Build Your Legacy.About Talley LLPTalley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services, • M&A, growth-through-acquisition, and operational consulting delivered through TCGTalley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals.The OpportunityReporting directly to the Audit & Assurance Partner, the Senior Manager brings technical depth, leadership, and a client-first mindset to one of Talley's core practice areas. You'll lead process improvements, drive the adoption of new technology and AI tools, and work across departments to grow what Talley can offer its clients. This is a role for someone who wants to move quickly into a Client Service Manager (CSM) position, designing and delivering audit, assurance, and consulting engagements while spotting the next opportunity for a client before they have to ask for it. You'll do well here if you're comfortable in a fast-moving, entrepreneurial environment and want a real, performance-based path to Partnership rather than a fixed timeline.What You'll DoLead and Grow the Practice • Help build stronger ties between Audit & Assurance and Talley's Tax, Legal, CAS, Consulting, and Wealth Management teams, and look for cross-selling opportunities beyond standard audit work, • Align audit deliverables with tax compliance and CAS processes so clients get one coordinated experience, • Use AI and other emerging tools to streamline your own work, and help guide adoption across the department, • Contribute to a multi-year goal of growing the Audit & Assurance practice past $5 million in revenue, including expansion into valuation services and broader firm-wide cross-sellingOwn Technical Work, • Plan, execute, and document engagements from planning through fieldwork and reporting, • Build audit programs that balance interim and year-end work, and tailor your approach to each client's actual risk profile, • Design and test controls, prepare and review financial statements and disclosures, and draft reports for non-standard opinions when needed, • Research technical issues against authoritative guidance, and review workpapers for accuracy and completeness, • Bring real depth in industry-specific accounting, regulatory, and reporting issuesBuild Client Relationships, • Get to know your clients' operations, strategy, and financial systems well enough to flag issues before they become problems, • Serve as a trusted resource clients come to with questions, not just the person who signs off on their audit, • Respond quickly to client requests and resolve issues without needing to escalate every time, • Spot opportunities to bring in Tax, CAS, Consulting, or Legal services, • An existing client network is a plus, but it is not a requirement for this roleRun Engagements, • Own engagements end to end, including budget, staffing, and timeline, • Delegate work thoughtfully and keep a close eye on how your team is performing against expectations, • Flag budget variances and significant accounting or reporting issues to the Partner early, • Keep deliverables and review notes moving so nothing sitsDevelop Your Team, • Mentor staff beyond the day-to-day work, and push them to think critically rather than just follow a checklist, • Give feedback that's honest and useful, on a schedule people can count on, • Model the professionalism and accountability you want to see from your teamLead the Department, • Help evaluate and roll out new software, AI tools, and process improvements, • Run department meetings, after-action reviews, and training sessions, • Support the Partner on budgeting, variance tracking, and peer reviewWhat We're Looking For, • Active CPA license (California) required, • Bachelor's degree in accounting or a related field, • 8 to 10 years of audit and assurance experience in public accounting, including at least 5 years in a management role, • Strong command of GAAP and auditing standards, with the judgment to apply both to situations that don't fit a template, • A genuine interest in using AI and other technology to work smarter, not just faster, • An independent, entrepreneurial mindset, comfortable owning outcomes rather than waiting to be told what to do, • Excellent written and verbal communication, and the interpersonal range to work well with clients, staff, and partners alike, • Familiarity with CCH Engagement, Knowledge Coach, and ARM is a plus, but not required, • Willingness to travel to client sites as neededWhat Success Looks Like in Year One, • You've stepped into the Client Service Manager role on at least a few engagements, • You're a trusted, direct point of contact for your clients, not just their auditor, • You've helped roll out at least one meaningful process or AI improvement in the department, • You've mentored at least one staff member into a stronger technical performer, • You've identified real cross-selling opportunities into Tax, CAS, Consulting, or Legal, • You're building the track record that puts Partnership within reachWhy Talley, • A collaborative, entrepreneurial culture where your ideas reach the people who can act on them, • Exposure to a diverse, sophisticated client base of entrepreneurially driven businesses and high-net-worth individuals, • Direct integration with Talley's Tax, Legal, Consulting, and Wealth Management teams, so your work reaches further than a typical audit practice, • A firm actively investing in AI and process innovation, with a role built to help lead that shift, • A genuine, performance-based path to PartnershipCompensationCompetitive and commensurate with experience. 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Job DescriptionDescription: Aldrich CPAs and Advisors is looking for Tax Managers. These positions involve working closely with our clients in the Construction industry. As a trusted advisor to our clients, you'll dive into intricate tax matters and offer strategic guidance with partner oversight and support. At Aldrich, we serve clients as part of a team, each representing a unique area of expertise. A Tax Manager provides client service, relationship management, and consulting services. This role serves as the tax expert and coordinates all aspects of the tax relationship. This position is client facing, so the ideal candidate has excellent communication skills, enjoys interacting and building client relationships, and provides timely and high-quality deliverables that exceed client expectations. If you want to work with people who care about their co-workers, clients and communities, strive to achieve a healthy work-life balance within the demands of our seasonal business cycle, and understand the importance of giving back to the community, we want to meet you. Check out more about Aldrich at https://aldrichadvisors.com/. Requirements: You'll Get a Chance To • Coordinates and plans service delivery to clients, including conducting review meetings, • Participates in the creation and development of processes and infrastructure designed to service clients, • Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet clients' objectives, • Manages all aspects of the client relationship, • Leads new client prospecting, designs presentations, and leads closing meetings, • Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals, • Manages risk and financial performance of engagements including billings, collections, and project budgets What You Bring to the Team • 6+ years recent experience in public accounting with a primary focus on tax, • Ability to supervise others, • Excellent research and writing skills, • Successful completion of the CPA exam, licensed CPA, JD, or EA How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits and Retirement Savings: • Medical, dental, and vision insurance, • Life and disability insurance, • Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits, • 401(k) plan with 1.5% match and 5% annual discretionary profit sharing Generous Time Off: • 5 weeks of vacation and sick leave combined into a Paid Time-Off bank, • 10 Paid Holidays, including two Floating Holidays, • 16 Hours of Volunteer Time, • 6 week Paid Sabbaticals every 7 years, • 6 weeks of Paid Parental Leave This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich also ensures internal equity in all pay decisions. The current estimated salary range for this position is $125,000 - $165,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/. What You Should Know Licensed CPA, Enrolled Agent, JD, or successful completion of the CPA exam is required. This is not a remote position, but hybrid work options are available and candidates must be legally authorized to work in the United States without the need for employer sponsorship. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

Job Description THOSE THAT WANT MORE FOR THEMSELVES PROFESSIONALLY, THOSE THAT WANT TO BE RECOGNIZED AS THE BEST, AND VALUED FOR IT--APPLY! You've put in the hours. You strive to the best commercial insurance account manager and risk advisor. You know you're capable of more recognition, more growth, more impact, but have not found that team that appreciates you and wants to invest and develop you to become the best! At Conrey Insurance Brokers & Risk Managers in Orange, CA, we don't hire employees. We build professionals, leaders, and top of class risk advisors! Imagine working where: • Your expertise is respected, not overlooked., • Your growth is limitless, not capped., • Your achievements are rewarded, not ignored., • Your team is as sharp and driven as you are. We're seeking an experienced Commercial Lines Account Manager / Risk Advisor ready to elevate their career in a boutique, high-performance environment where your success is our culture. Don't settle. Step into the career you've been waiting for. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Mon-Fri Schedule Career Growth Opportunities Retirement Plan Hands on Training Matching 401k Quarterly Bonuses Tuition payment insurance designation programs Monthly Rewards Responsibilities When you join our team, you will work in a collaborative work environment to: • Cultivate strong relationships with clients, advising on risk management and proper commercial insurance coverage., • Learn our unique way of brokering that assures the best solution for the client no matter the market or the risk!, • Learn how to evaluate a risk and understand their business operations and financial structure to properly advise them on risk structuring and coverage and prepare a company narrative to represent them effectively., • Respond to clients, insurance carriers, sales team, and supervisor's correspondences and requests in a timely, effective, and professional manner. Research and present answers to client questions about their policies and coverage. • Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients., • Analyze and compare current exposures to develop renewal or new business specs for marketing., • Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate., • Prepare proposals with the help of the sales team for client presentations. Execute accurate invoicing and financing tasks to meet deadlines., • Process and check policies, endorsements, endorsement requests, and audits for accuracy., • Manage, submit, and follow-up with claims throughout the claims process., • Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy., • Constantly develop yourself professionally to be the expert advisor in the world of risk management and commercial insurance brokering, through internal and external education, and gain certifications like the CPCU, CIC, ARM, etc.! Requirements • Commercial Insurance Expertise, and works as a Commercial Account Manager, • Preferably holds a CPCU, CIC, ARM or other., • Preferably a business degree (finance, accounting, economics, statistics, etc.) from an accredited college, • Excellent verbal and written communication skills, • Math and problem-solving skills, with and ability to connect the dots and be forward looking., • Aptitude for learning new technology, • Positive attitude, good listening skills and empathy, • Highly organized and strong time management skills, • Ability to multi-task in a fast-paced environment within tight deadlines, • Works with integrity and a high-level of confidentiality, • LOVES TO LEARN, WORK HARD, AND HAVE FUN DOING IT!

Job DescriptionTax Manager Talley LLP Orange, California (Hybrid) About the Firm Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: • Audit & Assurance services, including financial reporting, • Tax compliance,, • Tax planning, and proactive advice, • Business consulting, • Estate planning, business planning, M&A, and tax law services delivered through TLG, • Outsourced accounting, controller and CFO services, • M&A, growth-through-acquisition, and operational consulting delivered through TCG Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals. Position Summary The Tax Manager functions well in a dynamic, challenging and growth environment and will: • Understand “best practices” with respect to the firm’s programs and processes, especially with respect to tax preparation, review and planning software. Maintain a high level of expertise with respect to the software and improve efficiencies in its application within the tax function., • Review the firm’s complex returns, • Assist the firm’s partners and client service managers in managing tax relationships on complex clients., • Act as point of contact and relationship manager/CSM on designated individuals and small businesses., • Demonstrate advanced technical expertise, e.g. and advanced skill set within the tax code (e.g. subchapter K) or industry expertise (e.g. restaurant industry)., • Participate where appropriate in our tax onboarding and training program., • Manage client load of appropriate client assignments efficiently., • Maintain responsibility for agreed-upon process improvement initiatives. Aspirational Functions of the Position The Tax Manager position encapsulates a combination of production components and client service components. Production components consist of technical skills, including the management of client tax compliance, planning and tax projects; expertise in the processes utilized by the firm in the tax compliance function; project management skills and oversight, including contributions to operating efficiencies; and workflow management. Client service components include managing client relationships in conjunction with a partner on the firm’s top clients and as the client service manager on smaller clients; developing proactive, advisory relationships with clients; identification of issues, development of opportunities and assisting clients in IRS risk mitigation and tax reduction strategies. While the opportunity exists for a Tax Manager to pursue and excel in both components, it is generally expected that a Tax Manager will emphasize one component over the other, while maintaining a fundamental level of competence in the other component. Qualities • Time Management, • Exceptional Organization Skills, • Strong Communication skills, • Responsiveness to time sensitive items, • Attention to Detail, • Focus on client, • Ability to work independently, • Deadline oriented, • Build strong relationships with staff, • Team Player and be proactive, • Strong Leadership skills, • Transparency, • Strong Work Ethic, • Being professional and respectful to others, • Positive Attitude Technical Skills • Practicing CPA or attorney (LLM preferred), • Demonstrated ability to manage client relationships, including complex organizational structures and transactions, • Ability to review complicated tax compliance projects and returns, including entity and individual returns, including multistate, consolidated, or foreign bank reporting, • Experience recognizing issues per review of returns, explaining the issue and opportunity to clients, and implementing planning strategies resulting therefrom, • Recognized technical expertise in a tax subject matter area or industry Marketing • Develop and expand a personal network of client relationships and referral sources, including a proactive campaign of managing contacts with said network, • Actively market and sell to new and current clients. Emphasis should be on existing clients in developing the Most Trusted Advisor relationship; identifying tax and business issues of relevance to them; incorporating the various services offered by the firm into discussions with the client; and assessing and developing relationships with a client’s referral sources., • Initiate a marketing program to promote the Tax Manager’s industry area subject matter expertise., • Maintain agreed-upon marketing metricsClient Management, • Oversight of tax services to small business, professional and individual client relationships (negotiating fees, addressing client service issues, address/oversight of technical issues, etc.), • Act as key team member on larger clients with a Partner or Client Service Manager, • Oversight of meetings and extended services for existing clients, • Project management of tax services to clients, • Demonstrate a thorough working knowledge of clients' business needs by identifying and resolving most engagement issues, applying business knowledge and experience gained to add value to the service provided., • Coordination of client’s work and staff scheduling.Department Management, • Be responsible/oversight for department BSC management areas, e.g. workflow management, scheduling, training, or Onboarding. Act as both leader and member in implementing the BSC, • Development/Oversight of new services to deliver to client, • Project management for department related items, • Responsible for keeping all firm members informed of tax changes, • With the Tax Department Partner, develop the key initiatives and leading and lagging indicators. Implement the plan to achieve targeted objectives.Staff Development, • Mentor and BSC responsibilities for staff, up to 2-4 individuals, • Actively assist in onboarding new staff into the firm utilizing the onboarding training matrix, • Actively assist in training and learning programs for department team members, • Demonstrate an interest in the growth of others as professionals as well as refining and polishing skills used in managing people., • Effectively delegate, provide timely and relevant performance feedback, and provide assistance and encouragement as needed, generally in a monthly BSC check-in meeting with direct reports, • Accept new staff on engagements and provide them with the necessary on-the-job training and supervision., • Be cooperative and helpful to all team members and promote teamwork within the Firm., • Motivate team members and coordinate efforts with other team members and peers, as well as client personnel.Personal Development, • 50% of CPE devoted to non-technical items (firm management, marketing, leadership, etc.), • Develop excellent communication skills, • Continue personal growth by preparing personal development plans, while meeting the minimum firm and professional education requirements., • Work to build professional relationships with clients, other firm members and departments, and own peer groups., • Address all issues in a professional and respectful manner with other employees. We look forward to meeting you! Please email your resume for quicker consideration: dproia@talleyllp.com Powered by JazzHR MokZOhEip5

Job Description Financial Planning Specialist Location: Orange, CA About the Practice We are a client-focused financial planning practice dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future. We are seeking a highly organized and client-focused Financial Planning Specialist to join our growing team. This position plays a vital role in supporting advisors throughout the financial planning process by preparing plans, coordinating client deliverables, managing planning workflows, and serving as a knowledgeable resource for clients during the implementation of financial planning recommendations. This is an excellent opportunity for someone who enjoys financial planning, thrives in a collaborative environment, and is looking to continue building a long-term career within the wealth management industry. Position Overview The Financial Planning Specialist serves as an integral member of the advisory team, partnering closely with Financial Advisors and Paraplanners to ensure every client receives a seamless and exceptional financial planning experience. This role is responsible for coordinating the financial planning process from data gathering through implementation by preparing planning materials, maintaining accurate client information, creating and tracking deliverables, communicating with clients throughout the planning process, and ensuring advisors have the resources they need to deliver comprehensive financial advice. The ideal candidate is detail-oriented, technically proficient, proactive, and passionate about helping clients achieve their financial goals. Key Responsibilities Financial Planning Support • Enter, update, and maintain client financial information within MoneyGuide, • Review and interpret client financial statements and supporting documentation, • Assist clients throughout the financial planning process by answering questions regarding:, • Outside investment accounts, • Ameriprise accounts, • Money movement requests, • Bank authorizations, • Prepare planning reports, follow-up correspondence, and client documentation for advisor review and signature, • Coordinate meeting preparation by updating agendas, preparing reports, and ensuring all planning materials are complete, • Track financial planning deliverables from creation through completion, • Upload planning deliverables to the Home Office for review, • Assist advisors with implementation of financial planning recommendations Client Service & Administrative Support • Maintain organized electronic client files and planning documentation, • Ensure planning records remain accurate, complete, and compliant, • Manage planning workflows and prioritize multiple deadlines, • Complete miscellaneous projects and operational initiatives assigned by advisors, • Support a smooth and efficient planning experience for both advisors and clients Qualifications & Experience • Bachelor's degree preferred, • Two or more years of experience in financial services, wealth management, or financial planning preferred, • Experience supporting Financial Advisors, Paraplanners, or Financial Planners strongly preferred, • CFP® certification preferred but not required, • Strong understanding of comprehensive financial planning concepts, • Exceptional organizational skills and attention to detail, • Ability to prioritize multiple projects while maintaining a high level of accuracy, • Strong analytical and critical thinking abilities, • Excellent written and verbal communication skills, • Commitment to continuous learning and professional development Licensing Requirements Candidates should currently hold—or be willing to obtain within six months of employment—the following licenses: • Series 7, • Series 66 (or Series 65 & 63), • State Life, Accident & Health Insurance License Licensing support may be available for qualified candidates. Preferred Skills • Experience using MoneyGuide or similar financial planning software, • Working knowledge of Ameriprise systems and processes preferred, • Ability to interpret financial statements and planning documents, • Experience preparing comprehensive financial plans and client meeting materials, • Strong technology skills, including Microsoft Office Suite, Adobe Acrobat, Microsoft Teams, and CRM software, • Ability to process money movement requests accurately, • High level of professionalism, integrity, and confidentiality, • Outstanding client relationship and communication skills, • Strong time management and organizational abilities, • Ability to work independently while collaborating effectively with advisors and team members Growth & Development We are committed to investing in the professional development of its team members. This position offers the opportunity to deepen your financial planning knowledge, gain hands-on experience supporting sophisticated planning strategies, and work alongside experienced advisors dedicated to delivering exceptional client service. Individuals who demonstrate strong performance, initiative, and a commitment to continuous learning will have opportunities to expand their planning responsibilities and grow their career within the practice. Compensation & Benefits • $31.25–$43.27/hr, based on experience, • Non-exempt position, • Paid time off and paid holidays, • 401(k) with employer match, • Long-term disability insurance, • Licensing and professional development support Schedule & Work Environment • Full-time, in-office position located in Orange, California, • Monday through Friday, • Collaborative, team-oriented office environment, • Fast-paced financial planning practice, • Significant interaction with advisors and clients, • Opportunity to directly contribute to the firm's financial planning process and overall client experience Why Join the Practice? Financial planning is at the heart of everything we do. As our Financial Planning Specialist, you'll play a meaningful role in helping advisors deliver comprehensive planning solutions that improve clients' financial lives. You'll join a collaborative, high-performing team that values integrity, accountability, continuous learning, and exceptional client service. If you're looking for an opportunity to grow your financial planning expertise while making a lasting impact on both clients and the practice, we'd love to hear from you. Equal Opportunity Employer We are an Equal Opportunity Employer and is committed to fostering a diverse and inclusive workplace. A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

Job Description Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: As a Director at PRP, you are a solution-oriented leader with an entrepreneurial mindset who thrives on tackling complex challenges alongside a high-performing team. The ideal candidate brings sharp critical thinking skills and a business-builder's instinct to influence, negotiate, implement and scale cost reduction strategies that deliver measurable results for our clients. In this role, you will provide vision and direction to assess client opportunities and collaborate with the expense area experts to analyze and create best-in-class solutions for PRP clients. The Director is accountable for driving Practice Group growth, executing strategic initiatives, achieving financial goals (P&L management), and developing a team of future leaders. What You'll Do: • Lead PRP's Accounts Payable (AP) Recovery Audit practice; overseeing client engagements, team execution, and overall P&L performance., • Manage end-to-end audit lifecycle, from data acquisition and normalization to claims identification, validation, and recovery tracking., • Partner with clients' Finance, Procurement, and Shared Services teams to identify duplicate payments, missed credits, overpayments, and vendor compliance issues., • Develop customized audit strategies leveraging analytics, automation tools, and proprietary benchmarking data to uncover root-cause trends and savings opportunities., • Present findings, recovery recommendations, and process-improvement initiatives directly to CFOs, Controllers, and Procurement executives., • Negotiate and secure recovery of funds on behalf of clients, ensuring full documentation and transparency in accordance with client policies., • Build and maintain relationships with vendors and suppliers to facilitate efficient claim resolution and future-state process improvements., • Drive continuous improvement initiatives by identifying audit patterns, error sources, and control gaps to strengthen clients' AP processes., • Collaborate with PRP's data analytics and technology teams to enhance automation, dashboard reporting, and machine-learning audit capabilities., • Oversee and mentor audit managers and analysts; establish clear KPIs, ensure quality control, and foster a high-performance, entrepreneurial culture., • Support new business development by contributing to proposals, pricing models, client pitches, and thought leadership related to spend recovery and AP optimization., • Stay current on payment trends, ERP/AP automation tools, and industry best practices to continuously evolve PRP's audit methodology., • Represent the firm as a subject-matter expert in AP recovery, participating in client workshops, webinars, and strategic advisory sessions., • Establish productive working collaborative relationships with partners in other operational groups within the company, • Quickly garner internal resources from all departments to collaborate with and find a way to keep projects moving forward when faced with adversity, • Other duties as assigned What You Need: • Bachelor's Degree required with a minimum of 9-13 years of expense management, vendor management, consulting or other related experience, • 4+ years of management/supervisory experience, • Excellent written, verbal, and visual communication skills, • Excellent quantitative and qualitative skills; Advanced Microsoft Office and Excel skills, • Ability to lead others to complete complex projects on time, • Experience in building relationships and alignment amongst team members and clients with demonstrated leadership skills, • Proven ability to deliver results Who We Are: Profit Recovery Partners is a management consulting firm specializing in enterprise cost optimization and spend reduction. We partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. Leveraging deep category expertise, proprietary analytics, and supplier-negotiation intelligence, PRP delivers measurable financial impact and operational efficiency. Our client engagements have generated more than $11 billion in verified savings, reinforcing PRP's reputation as a trusted advisor to executives seeking lasting performance improvement and sustainable cost reduction results. Why Work at PRP: • Full medical, dental, and vision benefits package, • 401K plan with company match, • Paid holidays, vacation, and sick time, • 25+-year track record of growth, • Winning team atmosphere with high degree of employee recognition and promotions from within, • High paced, collaborative working environment that thrives on team success, • We value social responsibility and founded the following employee-driven committees: Corporate Social Responsibility, Diversity & Inclusion Group, Women's Empowerment Group, and the Wellness Committee. Each committee seeks to provide employees with a chance to give back to their community in ways most meaningful and rewarding to them., • To learn more visit https://prpllc.com The salary range for this position is: $123,530-$190,000. Actual compensation within the range will be dependent upon the individual's skills, experience, education, qualifications, and applicable employment laws. Equal Opportunity Employer

Job Description Join Barker and Sons Plumbing as a Drain and Sewer Camera Sales Advisor, where your charisma and sales skills will thrive in a supportive and dynamic team. You'll have the chance to work with a family-owned company renowned for its commitment to excellence and innovation in home services. We provide all leads, ensuring you can focus on what you do best—closing deals and providing top-notch customer service. Enjoy a competitive salary of $125,000 - $200,000, a comprehensive benefits package, and a warm, inclusive work environment. We're dedicated to your growth with company-sponsored training and development opportunities. Our team values professional advancement and personal well-being, offering medical, dental, and vision coverage, as well as a 401(k) with a 5% match. Enjoy a balance between work and life with paid time off, adaptable schedules, and paid holidays. You'll also receive a company vehicle, a tablet for work activities, and uniforms, ensuring you're equipped for success. Be part of a company that believes in doing great work because we've got great people. Let's grow together at Barker and Sons Plumbing, where your career will flourish in a vibrant and caring community. Compensation: $125,000 - $200,000 yearly Responsibilities: What You'll Be Doing (And Why You'll Love It): Be the Expert Customers Rely On • Meet with homeowners in person to assess sewer and drain concerns, then recommend practical and effective solutions that deliver real peace of mind. Build Lasting Relationships • Create trust with new clients by clearly explaining services and pricing, making them feel confident and informed every step of the way. Create Personalized Proposals • Develop tailored, detail-rich sales proposals that show customers we understand their unique needs and are here to help solve them. Lead the Conversation, Close the Deal • Use your communication and negotiation skills to turn conversations into solutions—and turn solutions into satisfied customers. Represent More Than a Brand—Represent Trust • Show up with professionalism, empathy, and a commitment to quality. Your interactions directly reflect our reputation and drive word-of-mouth referrals. Stay One Step Ahead • Keep up with industry trends, customer expectations, and competitor offerings so you can always deliver best-in-class service. Crush Sales Goals and Celebrate Wins • We set high standards because we know you can reach them, with the tools, training, and support to help you succeed and grow. Qualifications: What We’re Looking For in a Candidate Proven Sales Experience • A minimum of 3 years in direct sales is required, with a strong preference for those who have thrived in in-home services or similar customer-focused roles. Strong Communication & Presentation Skills • You’re confident presenting solutions to homeowners, comfortable speaking in both one-on-one and group settings, and skilled at following up with professionalism and persistence. Results-Driven Performance • You have a documented track record of not just meeting but exceeding sales goals and KPIs. Financial Insight • You understand job costing, pricing, and profitability, and can evaluate each opportunity with a business-savvy mindset. Exceptional Communication Abilities • Clear, persuasive, and empathetic communication—both verbal and written—is critical to success in this role. Organized & Detail-Oriented • You’re methodical, reliable, and known for keeping track of every detail from initial visit through to job completion. Industry Knowledge is a Plus • Familiarity with plumbing systems is beneficial and will give you a strong edge, though not required. Education • A high school diploma or equivalent is required. Professional Appearance • We take pride in our presentation, and expect our team members to reflect the professionalism of our brand in both appearance and demeanor. Background & Safety Screening • All applicants must be willing to complete a background check and drug screening. Driver Qualifications • A valid California driver’s license and clean driving record are required for this position. About Company Barker and Sons Plumbing is a dedicated team of professionals that’s been serving Orange County since 1983. We’ve grown by hiring the best professional plumbers and making life easy for them. We take great care of them, they love their jobs, and our customers love us for it. Using the latest technology, we provide a complete range of plumbing, drain, and sewer services and do the job right. “We do great work…because we’ve got great people.” • Professional advancement through sponsored training and continuous development., • Health and wellness package inclusive of medical, dental, and vision, along with short-term disability and life coverage., • 401(k) with a 4% match., • Paid time off, paid holidays, and adaptable schedules., • Company-provided service truck, tablet, and uniforms., • Company-wide family events.

Work Location: \n At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. \n \n Who You Are: \n\n • You motivate and negotiate effectively with key employees, top management, and client groups to take desired action\n, • You are an out-of-the-box thinker who develops solutions for large enterprise clients\n, • You identify savings based on a customer’s infrastructure, vendor contracts, and pricing schedules and are able to provide comprehensive solutions for our clients to help them drive cost savings\n, • You possess a wealth of knowledge in specific disciplines / expense areas\n, • You are a proven leader with a track record of managing groups of employees, their day to day workloads, and professional development.\n\n \n What You Will Do: \n\n • Drive results and growth\n, • Achieve credibility with clients as the subject matter expert on consulting projects\n, • Ability to solve advanced problems and deal with a variety of options in complex situations\n, • Work directly with vendor partners to negotiate best-in-class win-win agreements on behalf of clients\n, • Win as a team- lead a small team of direct reports responsible for their own projects from start to finish and assisting with analysis, work product creation and client presentation support\n, • Contributes to P&L management\n, • Utilize creative thinking in creating solutions for large enterprise clients\n, • Understand industry trends within your area(s) of expertise\n\n \n What You Need: \n\n • Strong experience with analysis of data through MS Excel\n, • Bachelor’s Degree required\n, • Minimum 6 - 8 years of vendor management, analyst, and/or consulting experience\n, • Experience leading teams\n, • Project management experience a plus\n, • Ability to use project management software to manage deliverables such as SmartSheet and Project Management CRM strategies\n\n \n \n Who We Are: \n Profit Recovery Partners is a management consulting firm specializing in enterprise cost optimization and spend reduction. We partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. Leveraging deep category expertise, proprietary analytics, and supplier-negotiation intelligence, PRP delivers measurable financial impact and operational efficiency. Our client engagements have generated more than $10.6 billion in verified savings, reinforcing PRP’s reputation as a trusted advisor to executives seeking lasting performance improvement and sustainable cost reduction results. \n \n Why Join Us: \n At PRP, we offer more than just a job — we provide a dynamic, supportive environment where you can thrive personally and professionally. Here’s what you can expect when you join our team: \n\n • Comprehensive Benefits: \n, • Full medical, dental, and vision coverage\n, • Optional pet insurance\n, • Access to a gym membership discount (offered through our healthcare provider and available for select fitness centers)\n, • $200/month waived medical benefit for employees who opt out of our health plans\n, • Cell phone stipend for applicable roles\n, • Financial Wellness: 401(k) plan with company match\n, • Time Off to Recharge: Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave\n, • Strong Foundation: Over 28 years of consistent growth and success\n, • Fun & Connection: Annual summer retreat, holiday parties, happy hours, and themed celebrations throughout the year\n, • Career Growth: A collaborative, high-performing team with frequent recognition and opportunities for internal promotion\n, • Our Culture: Fast-paced, team-driven, and fueled by a shared commitment to excellence\n, • Giving Back & Getting Involved: \n, • We’re proud of our employee-led committees that support causes and initiatives that matter to us all:\n, • Corporate Social Responsibility\n, • Youth Rising Group\n, • Women’s Empowerment Group\n, • Wellness Committee\n\n These groups offer meaningful opportunities to give back, connect with colleagues, and help shape a more inclusive and supportive workplace. \n\n • Learn more at https://prpllc.com\n\n The total compensation for this position is: $86,950-$140,000. Actual compensation within the range will be dependent upon the individual's skills, experience, education, qualifications, and applicable employment laws. \n \n Equal Opportunity Employer \n

Title: Chief Accounting Officer \n Compensation: $250,000 - $325,000 Base Salary + Bonus + Equity \n Location: Orange, CA 92856 (Onsite) \n \n Email your word document resume to Hayley.h@conexusrecruiting.com and reference the subject as Chief Accounting Officer \n \n \n Company Description: \n Our publicly traded, inventory-based client is searching for a Chief Accounting Officer to lead the accounting function across a large platform. This individual will report to executive leadership and oversee a multi-layered accounting team, playing a critical role in the company's financial strategy, operational performance, and value creation. This high-impact position offers direct visibility to the executive team and meaningful influence over the company's continued growth. Their ideal candidate must have a CPA license, extensive progressive accounting leadership experience at the Sr. Controller level or above, and a strong background in internal controls within large, complex organizations. \n \n Perks: \n\n • High-impact leadership role at a market-leading, scaled platform\n, • Direct visibility and exposure to the CFO and executive team\n, • Opportunity to professionalize and transform the accounting function\n, • Career-growth opportunities\n, • Casual Work Environment\n\n \n Responsibilities: \n\n • Provide strategic and operational oversight of the company's accounting infrastructure across multiple business segments\n, • Guarantee the integrity, accuracy, and timeliness of all external and internal financial reporting deliverables\n, • Serve as a key stakeholder in the evaluation, selection, and rollout of enterprise financial systems\n, • Own the SOX compliance program, ensuring a well-controlled environment across a complex, decentralized organization\n, • Establish and safeguard a robust controls environment appropriate for a complex, decentralized organization\n, • Recruit, develop, and scale a high-performing accounting function to support organizational growth\n, • Champion initiatives that modernize and streamline financial close and reporting workflows\n, • Serve as a trusted advisor to operational and executive stakeholders on financial matters affecting the business\n, • Provide accounting leadership and structure for corporate development activity, including deal evaluation and integration planning\n, • Guide the ongoing evolution of financial systems and infrastructure to support a growing enterprise\n, • Influence enterprise-wide financial strategy through close partnership with senior leadership\n, • Elevate the maturity and sophistication of accounting processes to support long-term scalability\n\n \n Requirements: \n\n • CPA license required; Bachelor's degree in Accounting, Finance, or related field\n, • Significant progressive accounting leadership experience, including senior-level oversight of a corporate accounting function\n, • Experience operating within large and complex organizations\n, • Strong background in internal controls, compliance, and external audit management\n, • Demonstrated success building and leading high-performing teams through periods of change\n, • Hands-on leadership style with strong executive presence and communication skills\n\n \n Email your word document resume to Hayley.h@conexusrecruiting.com and reference the subject as Chief Accounting Officer

Job DescriptionLove What You Do. We are a mission-driven credit union dedicated to strengthening the financial well-being of our members—and that work begins with our people. Through our relationship with The Walt Disney Company, employees have access to world-class benefits, programs, and unique experiences that enhance both work and life. Combined with a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture, you’ll find the support to grow, contribute, and build a career you truly love. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits. The Member Experience Manager is a multi-function leadership position responsible for overseeing all aspects of branch operations, sales, member service, audit, and financial performance. This role primarily supervises the Teller line and collaborates closely with the Branch Manager to ensure efficient lobby operations and delivery of high-quality service to our Members. This position supports day-to-day leadership, training, performance management, and execution of policies and procedures, all while fostering a service-oriented, consultative environment that promotes member satisfaction and business growth. Essential Responsibilities: • Ensure all operational and sales functions are correctly performed per policy, including audit and security procedures., • Act as a backup to the Branch Manager as needed., • Lead by example through consultative sales techniques and personal achievement of sales goals., • Answer teller questions, solve problems, and support complex transactions or member concerns., • Manage teller scheduling and coverage through Coconut Branch Scheduling and regional Saturday rotations., • Balance vault and oversee cash orders, shipments, and use of Cash Dispense Machines (TCRs/ITMs)., • Approve high-dollar transactions, including check holds, wires, and negotiables outside advisor limits., • Drive lead generation and referral development to uncover financial opportunities for Members., • Resolve escalated member requests promptly and accurately., • Ensure advisors actively cross-sell credit union products (e.g., PLP, GAP, MBI)., • Coach, train, and develop cast members using tools such as Success Maps, Playbooks, and GAIN/ARCH models., • Collaborate with Performance and Development Coaches to support retail strategy execution.Additional Responsibilities:, • Complete opening and closing operations, including alarms and vault duties., • Accurately complete the Internal Verification Process (IVP) as assigned., • Communicate any process or branch-related issues effectively to the Branch Manager. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 2 to 5 years Specific Experience Required: • Experience using a Check Imaging System, • Experience using Episys, • Experience using Synapsys, • Experience using VerafinCertifications or Licenses Required: Notary, Medallion, NMLS Other Training, Technical Skills, or Knowledge Required: Proficiency in Microsoft Office suite Other Measurable Abilities Required: • Excellent Member Service, verbal, and written communication skills, • Ability to take initiative, work in a team, and resolve conflicts, • Exceptional decision-making and problem-solving skillsShift Work: Shift work including weekends; hours may fall outside of a standard 8–5 schedule to support branch hours. SCOPE OF JOB Discretion/Latitude: Requires moderate supervision. Ability to carry out detailed instructions and resolve problems involving a limited number of variables. Supervisory Scope: • Provides training, coaching, and performance oversight to cast members., • Assists in tracking employee progress and contributes to performance reviews and appraisals.Physical Demands & Environmental/Working Conditions: This position requires the ability to: • Move in various positions to complete tasks in tight spaces, • Sit or stand for prolonged periods, • Lift or adjust objects up to 15 pounds, • Perform repetitive motions using hands/fingers, • Make small hand/finger movements (e.g., typing), • Communicate clearly and quickly, • Hear and process average conversations, • Inspect documents and operate office equipment with standard visual acuityDisclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in California is $70,304 to $96,240 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. This role may also be eligible for additional compensation such as a bonus or long-term incentive units. Most roles at Partners are also eligible for our Annual Incentive Plan (AIP), which rewards employees for individual contributions and our collective success. While AIP is not guaranteed, it reflects our commitment to recognizing meaningful impact and shared results. Partners offers a comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well-being and growth. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits. Powered by JazzHR EzeVo33LJs

Job Description POSITION SUMMARY STATEMENT The Vice President of Retail Stores is a senior field leadership role responsible for driving profitable growth, delivering world-class service, and strengthening client relationships across a network of approximately 35 boutique retail stores across the US. This leader will oversee multiple field leaders and store teams, serving as the primary conduit between the stores and the corporate office. The role requires a hands-on, client-centric executive with deep luxury retail experience who leads from the floor, partners cross-functionally, and ensures brand standards, merchandising, operational excellence, and talent development at scale. The role is accountable for the stores financial results, client experience, event execution, compliance, execution of strategic priorities, maintaining effective and professional communication with all internal and external stakeholders. This role reports to the Chief Executive Officer; based in Orange County, CA with significant travel. ESSENTIAL DUTIES AND RESPONSIBILITIES Business Strategy & Financial Performance • Own full P&L responsibility for the retail store portfolio, driving sales, profitability, productivity, expense control and inventory management, • Lead annual budget development, forecasting, and long-range planning in partnership with Finance and executive leadership, • Analyze store-level and regional performance, identifying opportunities and risks and implementing action plans to drive results, • Ensure achievement of sales plans, productivity goals, and profit targets across all locations, • Monitor market trends, competitive activity, and client behaviors, translating insights into actionable strategies for the field and corporate teams, • Leverage CRM analytics and client insights to identify growth opportunities, inform strategic decision-making, and drive sales and profitability across the retail portfolio Retail Leadership & Field Execution • Lead, develop, and inspire a high-performing team of field leaders and store leadership across multiple markets, • Establish clear expectations, accountability, and performance standards aligned with brand values and luxury service expectations, • Maintain strong field presence through regular store visits, embodying a “walk the floor” leadership philosophy, • Partner with field leaders to create tailored business and clienteling strategies by store, market, and product category, • Provide hands-on support during key business moments, leadership transitions, store openings, and peak selling periods Client Experience & Brand Excellence • Ensure consistent delivery of a world-class luxury client experience across all stores, • Champion deep client connection, relationship-building, and personalized service strategies, • Utilize CRM tools to support personalized clienteling strategies, deepen high-value client relationships, and elevate the luxury service experience, • Resolve escalated client issues with discretion, urgency, and a brand-first mindset, • Partner with Marketing and Retail Experience teams to support events, private appointments, and local activations, • Ensure all stores reflect brand standards in visual merchandising, store environment, and overall presentation Product, Merchandising & Operations • Collaborate cross-functionally with Merchandising, Buying, Planning, and Visual teams to ensure optimal product assortment and flow, • Provide feedback on product performance, client demand, slow movers, and local market needs, • Oversee execution of merchandising standards, store layouts, and visual updates, • Ensure operational excellence across inventory control, loss prevention, back-of-house efficiency, and compliance with company policies, • Ensure consistent execution of operational initiatives, systems, and processes Talent Development & Organizational Leadership • Build a strong leadership pipeline through intentional recruiting, onboarding, coaching, and succession planning, • Partner closely with Human Resources on talent reviews, performance management, and leadership development, • Coach field leaders and store directors to elevate decision-making, people leadership, and business acumen, • Foster a culture of accountability, collaboration, inclusivity, and continuous improvement, • Act as a trusted advisor and thought partner to peers across the organization Corporate Partnership & Communication • Serve as the voice of the field, providing clear, timely feedback to corporate partners, • Collaborate cross-functionally with Finance, HR, Merchandising, Marketing, Operations, Ecommerce and Supply Chain, • Communicate effectively with executive leadership, presenting insights, risks, and opportunities with clarity and confidence, • Share best practices across regions and ensure consistent execution of company initiatives MINIMUM QUALIFICATIONS - The following are the minimum qualifications needed to successfully perform the duties and responsibilities of the position. • Minimum 10+ years of progressive retail leadership experience, with significant luxury retail experience in the field, • Proven success leading large, multi-store, multi-leader organizations, • Strong strategic planning, financial acumen, and P&L ownership experience, • Deep understanding of luxury client service, merchandising, and store operations, • Track record of translating CRM analytics into actionable strategies that elevate client engagement and sales outcomes, • Demonstrated ability to develop, coach, and retain high-performing leaders, • Data-driven decision-maker with strong analytical and problem-solving skills, • Exceptional communication, presentation, and relationship-building skills, • Ability to operate both strategically and hands-on in a fast-paced retail environment, • Strong dedication to delivering outstanding customer service and fostering a collaborative team environment, • Proficiency in Microsoft Office and retail reporting systems and inventory management tools, • Willingness to travel approximately 50-75%, domestically, • Ability to meet physical demands of the role, including extended time on the selling floor and lifting up to 25 lbs Compensation: $200,000+ PHYSICAL DEMANDS: 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. • Communication: Ability to effectively communicate with employees, clients, and corporate partners. Ability to accurately process and complete documentation, reports, and financial data., • Mobility: Frequent standing, walking, and moving throughout the retail floor and stockroom for extended periods (majority of shift)., • Manual Dexterity: Ability to handle garments, operate point-of-sale systems, and manage physical inventory., • Lifting: Ability to move or lift merchandise and packaging up to 25 pounds., • Physical Activity: Regular bending, squatting, and reaching. Ability to safely navigate stairs or climb ladders to access inventory (dependent on store design). WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. • Travel: Significant travel (50–75%) to various store locations, including regional and occasional national travel., • Schedule: Ability to work a flexible schedule, including days, evenings, weekends, and holidays, to meet the needs of a luxury retail business., • Setting: High-engagement retail environment with constant client and team interaction. Our Commitment: St. John is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. At-Will Employment: Employment with St. John is at-will. The Company reserves the right to modify job responsibilities or reassign positions at any time to meet the evolving needs of the business. 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Job Description Work Location: At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. Who You Are: You are a strategic thinker and expert in your field who thrives in a fast-paced consulting environment. You enjoy diving deep into complex problems, developing innovative solutions, and driving value for clients. Your knowledge spans vendor negotiations, industry best practices, and process optimization, and you're passionate about using your expertise to impact Fortune 1000 clients. Subject Matter Expert: A seasoned expert in supply chain logistics, printing and packaging solutions, and materials management with a focus on optimizing efficiency, cost-effectiveness, and sustainability. Core areas of specialization include: • Packaging – Overseeing the negotiations and optimization of packaging materials and solutions to meet regulatory standards, reduce environmental impact, and enhance product protection during shipping. This includes a variety of materials including, corrugate, films, plastics, adhesives and foams., • Pallets – Managing the lifecycle of pallet systems, including sourcing and optimization of pallet supply to streamline distribution and reduce operational costs. Ability to recommend optimal pallet solutions and understand the use case for different materials in various scenarios., • Printing – Leading printing operations, including sourcing of commercial and industrial printing services and ensuring the production of high-quality printed materials for marketing, labeling, and packaging., • Building Materials – Experience in processes for optimizing the use of lumber or steel products for specific client needs. A firm understanding of how indexes and market environment drive costs and the best practices for mitigating change. This SME combines deep knowledge of material management and print and packaging strategies to deliver cost-effective, sustainable, and scalable solutions across various industries. What You Will Do: • As the subject matter expert, your role will be focused on creating additional value to existing accounts/clients/projects. As it relates to creating additional value, some of your responsibilities will include, but are not limited to: • Analyzing client infrastructure, vendor contracts, and pricing structures to identify cost-saving opportunities, • Collaborate cross-functionally to develop solutions tailored to client needs, • Leading complex negotiations with vendors to secure favorable terms on behalf of clients, • Deliver actionable insights and present findings to client stakeholders, • Proactively identify client challenges and recommend strategic and operational solutions that exceed expectations, • Stay informed of industry trends and emerging technologies within your domain, • Create and refine deliverables such as data analyses, reports, and client presentations as it relates to creating additional value, • Serve as an internal resource for functional expertise and thought leadership, • Work independently on projects or as a contributor on larger engagements, • Take ownership of projects from ideation through execution, often in situations with limited direction or defined processes, • Focus on proactively driving progress, setting clear objectives, and ensuring timely delivery of results, • Facilitate and lead internal meetings with confidence, aligning stakeholders across functions, navigating ambiguity, and championing initiatives that push projects forward without waiting for instruction What You Need: • Bachelor's degree required, • Minimum 7-15 years of experience in consulting, vendor management, or business analysis, • Deep functional expertise in one or more spend categories (e.g., IT, telecom, facilities), • Strong analytical skills and proficiency in Excel; ability to synthesize large data sets, • Proven experience developing solutions in complex client environments, • Exceptional communication and client-facing presentation skills, • Project management experience and familiarity with tools to manage deliverables such as SmartSheet and Project Management CRM strategies Who We Are: Profit Recovery Partners is a management consulting firm specializing in enterprise cost optimization and spend reduction. We partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. Leveraging deep category expertise, proprietary analytics, and supplier-negotiation intelligence, PRP delivers measurable financial impact and operational efficiency. Our client engagements have generated more than $11 billion in verified savings, reinforcing PRP's reputation as a trusted advisor to executives seeking lasting performance improvement and sustainable cost reduction results. Why Join Us: At PRP, we offer more than just a job — we provide a dynamic, supportive environment where you can thrive personally and professionally. Here's what you can expect when you join our team: • Comprehensive Benefits:, • Full medical, dental, and vision coverage, • Optional pet insurance, • Access to a gym membership discount (offered through our healthcare provider and available for select fitness centers), • $200/month waived medical benefit for employees who opt out of our health plans, • Cell phone stipend for applicable roles, • Financial Wellness: 401(k) plan with company match, • Time Off to Recharge: Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave, • Strong Foundation: Over 28 years of consistent growth and success, • Fun & Connection: Annual summer retreat, holiday parties, happy hours, and themed celebrations throughout the year, • Career Growth: A collaborative, high-performing team with frequent recognition and opportunities for internal promotion, • Our Culture: Fast-paced, team-driven, and fueled by a shared commitment to excellence, • Giving Back & Getting Involved: We're proud of our employee-led committees that support causes and initiatives that matter to us all: • Corporate Social Responsibility, • Youth Rising Group, • Women's Empowerment Group, • Wellness Committee These groups offer meaningful opportunities to give back, connect with colleagues, and help shape a more inclusive and supportive workplace. • Learn more at https://prpllc.com The salary range for this position is: $135,000-$165,000. Actual compensation within the range will be dependent upon the individual's skills, experience, education, qualifications, and applicable employment laws. Equal Opportunity Employer

Hybrid This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $170,000 per year A bit about us: We are ranked among the top 3 locally-based regional accounting firms, as well as repeatedly ranked among Nation’s Best Accounting Firms to Work For by Accounting Today magazine. The firm provides tax and accounting services including cost segregation studies, business valuations, litigation support, forensic accounting, technology solutions, estate planning and administration, and personal financial planning. We provide clients with extensive industry experience and proactive solutions. Why join us? • Strong support for maintaining a healthy work–life balance., • Access to a modern, high-tech training center that goes beyond standard professional requirements., • A fully digital, paperless office environment leveraging advanced technology., • Exposure to a wide variety of clients, offering a rich and well-rounded learning experience., • Comprehensive research tools and resources to maximize quality, accuracy, and efficiency. Job Details Below is a summary of responsibilities for Tax Leaders with our firm... • Lead client engagements from initial planning through final delivery, ensuring smooth execution and consistent follow-through., • Serve as the go-to advisor for your assigned clients, coordinating discussions, managing expectations, and ensuring their tax strategies stay on track., • Evaluate tax lookback work prepared by team members, uncover potential savings, resolve discrepancies, and provide clear, constructive feedback., • Guide and oversee intricate tax projects, maintaining high standards of accuracy and regulatory compliance from beginning to end., • Bring advanced tax knowledge—such as expertise in lookbacks and deferred tax matters—to help clients achieve their objectives., • Handle essential operational duties including billing, time reporting, and participation in internal groups or committees., • Engage in relationship-building activities, including networking opportunities and routine client touchpoints, to support retention and growth., • Coach and mentor team members, offering technical insight as well as broader career development support., • Contribute to a positive team culture that values collaboration, respect, and alignment with firm-wide policies., • Spot potential business opportunities and represent the firm in professional settings to help expand its reach. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Overview Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Associate - TurboTax Store in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: 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. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand . Interest in building a local and online social presence as a Tax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Must be willing to wear a TurboTax uniform Must be willing to work in a front facing retail environment Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). 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 Associate in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships. Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and