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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together. Primary Responsibilities: • Full oversight of the specialty sale to achieve health plan market sales goals and maintain profitability, • Advocate for specialty voluntary products to support increase in enrollment and size of sale and negotiate based on broker/customer feedback with underwriting; leveraging rate bank, product discount programs and packaged savings to leverage the best value to the customer, • Consult with broker and health plan sales teams on strategy calls related to specialty products and process and develop and/or deliver finalist and large broker presentations as specialty subject matter expert, • Conduct in-depth presentations in market, • Create and drive strategies for top specialty producing agencies and Brokers, • Collaborate with Sales Management and/or Health Plan leadership regarding pipeline, persistency, market objectives and develop competitive strategies with specific Brokers / General Agents, • Work collaboratively with AE/RAC/SAE to support sales, product and process education, and training on employer paid and voluntary specialty products. This position works collaboratively with Generalist AE on external sales calls representing ancillary product offerings, • Conduct for communication on specialty topics including marketing initiatives that AE/RAC/SAE should be promoting (i.e. product updates, bonus programs, rate cards, drip marketing, etc), • Educates sales support on quoting plan designs & product pre-implementation, • Develop business relationships with AE/RAC/SAE as a subject matter expert and trusted advisor in order to increase specialty sales, • Assisting AE/RAC/SAE in developing sales proposals, including anticipating competing products and distinguishing UHC's products from those competing products You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: • Sales insurance license(s) must be maintained as required by state law in residential and non-residential states in your territory, • Demonstrated understanding and 3+ years of experience with ancillary coverages, • Working with/managing a territory of Brokers, • Demonstrated success in meeting or exceeding sales goals with specialty products, • Demonstrated solid presentation skills, • Proven ability to understand underwriting, financial and analytical details as necessary, • Proven ability to negotiate and close sales Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,000 to $130,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #UHCPJ #programmatic

Job Overview This job posting is anticipated to remain open for 30 days, from 19-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457b plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned. This Retirement Plan Advisor will work with employees in San Diego County. Meetings will be virtual and in person. The Retirement Plan Advisor MUST be based in this territory. This Retirement Plan Advisor will communicate with employees in English and Spanish, and must be fully bilingual in both languages. What you will do * Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes * Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans * Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner * Manage meeting schedule, including travel booking * Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants * Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance * Achieve plan level and individual goals to help achieve service level agreements and business results * Participate in client meetings, sales finals, or other external meetings as needed * Work collaboratively across internal service and management teams to improve effectiveness What you will bring * Bachelor's degree or equivalent work experience in lieu of a degree * 3 – 5 years relevant financial services experience * Bilingual Spanish and English skills required * Strong presentation skills required * Proficiency in MS Word, Excel, PowerPoint, and Teams required * Strategic thinker who can work independently required * Strong relationship building and territory management skills required * FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred * FINRA fingerprinting required upon hire What will set you apart * Working knowledge of Salesforce preferred * Working knowledge of building blocks for successful retirement planning preferred * Basic understanding of defined contribution plans preferred * Practical experience providing high-level, consultative client interactions preferred #PJRPA #LI-BSG What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $77,900.00 - $110,000.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 10-25-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Must reside within territory

Job DescriptionSalary: $60,000 - $70,000 Annual Salary Case Manager Job Description GENERAL RESPONSIBILITIES The Case Manager assists the Financial Advisors and their team in underwriting new applications and servicing of existing business and clients. The Case Manager is proficient in all Northwestern Mutual systems and maintains a high level of accuracy, dependability, and provides an exceptional customer service. This service provides comprehensive insurance support to streamline the underwriting process, provide an exceptional client experience, and facilitate practice growth. Responsibilities include, but are not limited to: Underwriting • Assists in application prefills and medical scheduling., • Reviews the applications for accuracy prior to submission., • Efficiently manages the submission of applications., • Gathers pending case requirements and requests additional information from the client., • Runs revised illustrations upon policy approval., • Prepares and gathers all policy delivery requirements to be sent out for E- signatures, • Resolves underwriting issues and acts as an advocate for the Financial Advisor and clients. Communication • Updates the clients on the status of their applications and acts as a liaison between the underwriter, financial advisors and the client., • Creates a weekly case update report to send to the financial representative., • Communicates with the underwriter to resolve issues, send requirements and ensure a smooth underwriting process., • Meets with the financial representative and their team once a week to discuss the cases in underwriting on the weekly case update report. Policy Owner Services Process inforce policy requests (beneficiary changes, address changes, ISA drafts, inquiries and loans. Runs policy change estimates and policy maintenance. Runs inforce illustrations QUALIFICATIONS • Bachelors degree in business, finance and/or equivalent work experience preferred, • 2-5 years of financial services experience preferred, • Strong analytical, problem solving, and written and verbal communication skills with the ability to work well with others, • Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment, • Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with the ability to learn various software programs quickly, • Life, Accident, & Health Insurance Licenses to be obtained within the first 3-6 months of employment COMPENSATION & BENEFITS • Competitive Compensation: Base salary of $60k-70k per year with incentive compensation and comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage., • Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways., • Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction., • Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives., • Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals., • Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives. PHYSICAL AND MENTAL DEMANDS The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required. MENTAL DEMANDS While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e., business office with computers, phone, and printers, light traffic). EQUAL OPPORTUNITY EMPLOYER Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Full-Time Branch Address: 690 Otay Lakes Rd Suite 200, Chula Vista, CA This job posting is anticipated to remain open for 30 days, from 14-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: • Comprehensive 6-month training including an experienced peer to help mentor you, • A wide support network that extends from your branch office to your region to the home office, • Delivering exceptional personalized service to ensure clients feel understood and informed, • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year, • Actively listen for situations in the clients' lives that may indicate a need for additional services, • Driving marketing activities such as planning and executing events You can also expect... • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions, • An inclusive environment where everyone's different viewpoints are valued and help to achieve results., • We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being, • Full-time Associates receive the following benefits:, • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities., • Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance., • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $26.10 Hiring Maximum: $31.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: ___. Skills/Requirements What skills would make you a successful BOA? • Analytical Thinking, • Attention to Detail, • Adaptability, • Conversational Skills, • Digital Tool Utilization, • Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members., • Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records., • Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan., • Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job DescriptionSalary: Over $100k per Year Park Metro Realty, a dynamic and forward-thinking real estate firm renowned for its commitment to excellence and client satisfaction, is actively searching for a seasoned and results-driven Commercial Agent to join its team of professionals. With a sterling reputation for delivering unparalleled real estate services, Park Metro Realty stands at the forefront of the industry, dedicated to fostering growth and success for its clients. The ideal candidate will bring a wealth of experience in commercial real estate transactions, a proven track record of securing lucrative deals, and a passion for exceeding client expectations. As Park Metro Realty continues to expand its footprint, this is an exciting opportunity for a talented Commercial Agent to contribute to the firm's continued success and be an integral part of shaping the future of real estate in the region. Job Duties: 1. Coordinate with buyers, sellers, landlords, and tenants who wish to purchase, rent, or list for sale and/or lease commercial real estate, 2. Work alongside our existing Broker, 3. Work alongside our Senior Commercial Advisor who has 18 years of experience, 4. Work in the office, in the field, and at home, 5. Take and respond to property inquiry calls and emails, 6. Show properties to agents, buyers, and tenants, 7. Actively pursue new buyers, sellers, landlords, and tenants, 8. Call area businesses and property owners for existing lease and sale listings, 9. Coordinate with Director of Marketing and Communications to ensure all printed and digital marketing materials are up to date and accurate, 10. Perform financial analyses for clients, 11. Research zoning, land development, and building requirements, 12. Create, distribute, and collect signed contracts, 13. Manage Escrows, 14. Schedule vendor and onsite contractor meetings, 15. Invoice commissions, 16. Coordinate some transactions Requirements: 1. College Degree preferred, however it is required that candidate not be in college while working, 2. Active CA Realtor License required, 3. Your own database/book of business, 4. Reliable transportation and clean driving record, 5. Ability to understand and communicate in English, 6. Legal ability to work within the United States of America, 7. Ability to work seven days a week, including nights and weekends where necessary, while scheduling time off at your own discretion, 8. Intermediate skill level with Microsoft Office software titles and Google business products, 9. Verifiable previous experience with commercial real estate sales and transactions, 11. Can communicate effectively to property owners as to facility improvements to aid in better attracting quality tenants, 12. Financially solvent Preferences will be given to applicants who meet the following attributes 1. Prepared to put in the extra time and effort to succeed at commercial property transactions, 2. Willing to go beyond standard customer sales and service, 3. Outgoing positive personality; assertive and has no issues striking up conversations with strangers, 4. Strong ability to seek solutions to issues and conflicts that may arise with transactions, tenants, buyers, and sellers, 5. Previous Commercial Real Estate Experience, 6. Ability to understand and communicate in Spanish Compensation shall be commission only and performance-based, depending on your level of experience. There are company property investment options with Park Metro team members. Understanding the significance of fostering trust and security within the real estate industry, our company conducts comprehensive background checks to ensure the integrity and reliability of its team. Furthermore, Park Metro Realty proudly upholds the principles of equal opportunity and inclusivity, embracing diversity in all aspects of its operations and philosophies. The company believes that a diverse team enriches perspectives, fuels innovation, and contributes to a more vibrant and dynamic workplace. Prospective candidates may submit their resums to: .

Job Description Lead the San Diego maintenance region to deliver exceptional service, profitable growth, and a best-in-class safety culture. You will own regional performance end-to-end—developing leaders, strengthening client relationships, and driving operational discipline across branches. Key Responsibilities Operational Excellence • Establish a consistent operating rhythm across branches (weekly KPI reviews, site walks, quality audits, and action plans)., • Standardize SOPs for routing, scheduling, equipment readiness, and materials management; eliminate waste and rework., • Conduct regular property walks with teams; verify scope compliance, horticultural quality, and seasonal readiness., • Partner with Tree Care, Irrigation, Enhancements, and Construction to deliver integrated solutions., • Serve as executive sponsor for priority accounts; guide renewals and expansions with value-based proposals., • Coach Branch and Account Managers on proactive communication, issue resolution, and QBR (Quarterly Business Review) cadence., • Build market visibility with HOAs, property managers, municipalities, and institutional buyers; monitor competitor moves and local demand., • Own regional P&L, budgets, and forecasts; meet or exceed revenue, gross margin, and EBITDA targets., • Drive labor efficiency (planned vs. actual hours), materials control, and enhancements mix., • Manage AR/DSO and cash flow; partner with finance on monthly closes and variance analyses., • Recruit, develop, and retain Branch Managers and high-potential leaders; build bench strength and succession., • Set clear goals, coach performance, and address gaps quickly; recognize wins and model accountability., • Champion a positive, inclusive, and safety-first culture aligned to company values., • Enforce Cal/OSHA and company safety programs; lead safety huddles, near-miss reporting, and corrective actions., • Maintain TRIR goals; perform incident reviews and implement prevention measures., • Ensure licensing, permits, vehicle records, and chemical handling (IPM) are current and compliant., • Lead irrigation audits, water budgets, and smart controller strategies to reduce consumption and costs., • Ensure compliance with drought-stage restrictions and municipal/agency requirements. Must-Have • 5+ years leading multi-branch commercial landscape maintenance operations with full P&L accountability., • Proven results in client retention, revenue growth, margin improvement, and safety performance., • Strong financial and analytical skills (pricing, forecasting, productivity, AR/DSO)., • Working knowledge of SoCal horticulture, irrigation controls, IPM, and contract management., • Excellent communication and executive presence; able to influence at all levels., • Bachelor's degree in Business, Horticulture, Landscape Management, or related field., • Bilingual English/Spanish., • Leadership & Talent Development: Hires well, sets clear standards, coaches for performance., • Operational Discipline: Builds systems, measures what matters, and executes consistently., • Client Centricity: Anticipates needs, resolves issues fast, and earns trusted-advisor status., • Financial Acumen: Makes data-driven decisions; protects margin while growing share., • Safety Mindset: Prevents incidents through planning, training, and accountability., • Change Agility: Improves processes, scales best practices, and manages through ambiguity.

Job DescriptionCompany Description CRB is a leading provider of sustainable engineering, architecture, construction and consulting solutions to the global life sciences and food and beverage industries. Our more than 1,100 employees provide best-in-class solutions that drive success and positive change for our clients, our people and our communities. CRB is a privately held company with a rich history of serving clients throughout the world, consistently striving for the highest standard of technical knowledge, creativity and execution. Job Description The Senior Director, Business Development is a senior leadership role responsible for developing and executing high-value business development strategies, securing large-scale project opportunities, and expanding CRB’s market influence. Reporting directly to the Vice President of Business Development, this position will be responsible for delivering sustainable, profitable growth in a specific region or industry vertical. This individual will serve as a strategic business leader, collaborating with executive leadership, operations, and marketing to implement consistent business development processes, enhance client relationships, and drive market penetration. This role requires a proven track record of closing high-value deals ($100M+ EPC or Design-Build preferred), expertise in strategic sales, and the ability to influence executive decision-makers. The Senior Director is expected to operate with a high level of autonomy, leading and mentoring business development teams while directly engaging in key sales opportunities. Key Responsibilities · Develop, implement, and oversee high-impact business development strategies aligned with corporate, regional, and industry-specific growth goals. · Identify and pursue large-scale, high-value business opportunities, securing long-term contracts and partnerships that drive sustained revenue growth. · Lead strategic account planning, sales pipeline development, and forecasting, ensuring alignment with company financial targets. · Build and maintain executive-level client relationships, positioning CRB as a trusted advisor and go-to service provider. · Drive go-to-market strategy execution, integrating market research, competitive analysis, and innovative sales approaches. · Develop and manage regional and industry-specific sales plans, tracking progress and adjusting strategies based on market conditions. · Directly lead and coordinate high-stakes negotiations, proposal development, and contract finalization for major project pursuits. · Could lead and manage regional business development teams, including setting and managing KPIs, mentoring team members, and fostering a high-performance sales culture. · Evaluate industry trends, competitive landscape, and market positioning to inform business development strategy and capitalize on emerging opportunities. · Support CRB’s thought leadership efforts, including participation in industry panels, conference speaking engagements, and content development. · Partner with marketing, operations, and executive leadership to enhance CRB’s brand visibility and client engagement strategy. · Oversee the seller-doer program, ensuring technical and operational leaders are effectively engaged in business development efforts. · Maintain and update CRM tools (Microsoft Dynamics, Salesforce) to track business development activities, client interactions, and sales opportunities. Qualifications · Bachelor’s degree in Engineering, Architecture, Construction, Marketing, or Business Administration (preferred). · 10+ years of experience in business development or sales leadership, preferably in the life sciences, pharmaceutical, food & beverage, or science & technology sectors. · Proven track record of closing high-value ($100M+) EPC or Design-Build projects. · Deep understanding of complex sales processes, account management, and business development best practices. · Strong executive presence and relationship management skills, with the ability to influence and engage C-suite decision-makers. · Experience managing sales teams and business development professionals in a matrixed environment. · Expertise in CRM tools (Microsoft Dynamics, Salesforce) and sales performance tracking. · Demonstrated ability to develop and execute strategic growth initiatives, expanding company market share and client base. · Strong industry network, with active engagement in professional societies, industry associations, and executive roundtables. · Exceptional negotiation, presentation, and communication skills, with a focus on complex deal structuring. Additional Skills · Recognized industry thought leader, with a strong reputation and influence in the life sciences and/or food & beverage sectors. · Experience coordinating business development efforts across multiple geographies and industry verticals. · Ability to develop, manage, and optimize BD team performance, ensuring alignment with corporate objectives. · Strong understanding of financial modeling, project feasibility, and risk assessment for large-scale projects. Travel Requirements Travel requirements will vary based on geography and business needs. Some regions may require extensive travel (up to 70%) while others may have more moderate travel expectations (20-30%). The Director Business Development should be flexible and willing to travel as needed for client meetings, industry events and internal coordination The full pay range for the position in California is $178,819.00 to $286,111.00, based on experience. Additional Information All your information will be kept confidential according to EEO guidelines. CRB is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer and it is our policy to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. Employment is contingent on background screening. CRB does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CRB without a prior written search agreement will be considered unsolicited and the property of CRB. Please, no phone calls or emails. CRB offers a complete and competitive benefit package designed to meet individual and family needs. If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview The Regional Business Development, Vice President position at StepStone Private Wealth is a hybrid, territory-based role based out of our La Jolla office, covering the Northern California–area territory. This role focuses on building and expanding relationships with financial advisors across RIAs, independent broker-dealers, and wirehouse channels. It blends in-office responsibilities with significant field engagement—expect approximately 50% travel within your assigned territory to meet with advisors, host events, and represent StepStone Private Wealth at industry conferences. Essential Job Functions • Develop new and deepen existing relationships with financial advisors across the RIA, IBD, and wirehouse channels, • Drive territory growth by consulting with advisors on StepStone's private market offerings, positioning them effectively for client portfolios., • Deliver in-person and virtual presentations, host client seminars, and represent the firm at conferences and educational forums to promote our investment solutions., • Provide timely market insights, product updates, and strategic guidance to help advisors navigate the alternative investment landscape., • Act as a subject matter expert on StepStone Private Wealth's offerings, the competitive landscape, and broader private market industry trends., • Partner closely with internal business development team members to ensure seamless follow-up, pipeline management, operations, and sales process execution., • Serve as a trusted resource for technical product details, competitive positioning, and industry developments, ensuring advisors are well-equipped to present our solutions to their clients., • Be a student of the industry—staying current on private and public market developments, industry research, and emerging investment opportunities to provide valuable context to advisor conversations., • Ensure full compliance with FINRA, SEC, and firm policies when marketing and selling investment products.Education and/or Work Experience Requirements:, • Bachelor's degree, • Prior inside sales experience in alternative asset management, • FINRA SIE, Series 7, and Series 63Required Knowledge, Skills, and Abilities, • Strong advisory services background with progressive level of proven results, • Strong interpersonal skills with proven ability to build effective relationships, • Excellent interpersonal communication and presentation skills, • Proven ability to manage a territory, prioritize travel schedules, and balance in-person meetings with virtual engagement., • Passion for alternative investments, with a strong understanding of private markets and portfolio construction., • Ability to engage private wealth advisors in complex investment conversations, • Effective analytical skills, • Detail oriented, • Strong time management and organizational skills, • Leadership skills, • Work independently and in a team environment, • Proactive and innovative self-starterOther Attributes:, • Willingness to work a flexible schedule, • High level of confidentiality, • Commitment to learning The salary range is an estimate of pay for this position. This position is eligible to receive commission payments in addition to salary. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description As one of the nation’s largest multi-family and student housing community developers, The Dinerstein Companies has completed over 75,000 multi-family apartments and 44,000 student housing beds in 26 states. TDC is an integrated company specializing in the development, construction, and property management of the nation’s finest apartment communities, with over sixty years in business. Whether it’s luxury mid-rise, high-rise residences or the most innovative off-campus student housing, TDC has the experience, expertise, and reputation for developing premier apartment communities. We are an experienced company. Not a management company. We wake up daily with a renewed mission towards genuine hospitality and authentic care. We seek to build and encourage relationships that create lasting memories. People will know why we love our work by how they feel after each encounter with our team and our communities. The extra degree of customer service makes all the difference. TDC looks for dynamic individuals eager to be the face of our company, brand, and property in our markets. Team members should embody the Core Values of The Dinerstein Companies. Our Community Assistants are the face and personality of the property. Your primary role as a Community Assistant will be to support the property’s leasing efforts, including: • Managing all leasing inquiries, conducting tours, performing follow-ups, and assisting prospects with the application process., • Ensuring digital and/or physical lease files are accurate, complete, and organized., • Reporting traffic, application, and lease number variances to appropriate team members., • Ensuring daily tasks and follow-ups are completed and documented., • Providing excellent customer service to residents, parents, and prospects., • Managing resident requests, concerns, and complaints in a timeline manner., • Assisting in the planning and execution of community events., • Tending to after-hours emergency calls as needed/required by the on-site management team., • Participating in seasonal team events, including turn and quarterly unit inspections., • Online coursework on fair housing, customer service, and company policies., • Follow-ups on prospect, resident, and maintenance surveys to ensure the highest level of customer service., • Regular audits of lease files, resident ledgers, and property reports., • Previous experience in customer service or a related field is a plus, but your passion and people skills are what truly shine., • A commitment to staying informed about the property., • Detail-oriented mindset and the ability to manage multiple tasks efficiently., • Comprehensive health coverage: Medical, dental, and vision insurance provided for eligible employees., • Robust retirement planning: 401(k) plan available with employer matching for eligible employees., • Financial security: Life and disability insurance for added protectionfor eligible employees., • Flexible financial options: Health savings and flexible spending accounts are offered for eligible employees. Apply Today! Are you ready to open the door to a fulfilling career, becoming a vital part of our community, and helping individuals find their perfect home sweet home? The first step in joining us by submitting your resume to: We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionWe are seeking an Assurance Audit Manager specifically for State and Local Government to join a growing CPA firm in Del Mar. This person will be responsible for State and Local Government Audits, budgeting and executing engagements, growth strategies, project management and billing and managing a team. The ideal candidate will have 5+ years of experience, CPA, Bachelors degree, public accounting experience and exceptional analytical thinking skills. Apply now for consideration! Core Responsibilities: • Leading Managing and Holding People Accountable (LMA), • Understand and assist in execution of growth strategies (research calls, pipeline mgmt., COPs, etc.), • Manage the engagement (job) project management, billing / ensures QC (technical) standards, • Takes care of the client (meets deadlines, timely communication), • Develops engagement team (prepares seniors to the next level), • Exhibit technical proficiency and the management ability to plan, budget for, and manage complete audit and/or client engagements, including preparation of reporting products, in accordance with MGO’s policies, procedures and practices., • Demonstrate a command of project management skills exhibiting the ability to complete and deliver products and services in a timely and efficient manner., • Manage lower level associates, providing timely verbal and written feedback including conducting annual performance evaluations., • Exhibit expertise in assigned areas/departments of the firm., • Demonstrate ability to resolve technical and client service issues and/or problems independently., • Recognize and capitalize on opportunities to provide additional services to clients., • Monitor and manage hourly yields realized on engagement or client billings, pursuing cost savings and raising ideas from others and self., • Prepare billing worksheets as per firm schedule and procedures and communicate with clients to ensure satisfaction and retention., • May act as advisor to lower level associates., • Personnel responsibilities such as hiring, termination, promotion, demotion, assignment and performance feedback. Minimum Qualifications: • Minimum of 5 years of experience in public accounting, state and local government auditing experience, required with a minimum of 2 years of experience as a senior associate., • Demonstrated ability to manage large engagement teams dealing with sophisticated local governments and the ability to prepare financial statement in accordance with GASB 34., • Advanced technology skills in data analytics, financial statement preparation applications and research., • Proven ability to assign work, guide employees and complete projects on time and in budget., • Bachelor’s Degree in accounting OR Bachelor’s Degree plus requisite accounting coursework., • Certified Public Accountant (CPA) License from appropriate state., • Demonstrated ability to communicate effectively both verbally and in writing to direct reports, management at higher levels and clients., • CPA License (active and in good standing) from appropriate state.

Job Description:\n\nDirector of Development Position Summary Lifeline is seeking a Director of Development to lead the agency's philanthropic growth through a high-performance, diversified fund development program. This role is responsible for designing and delivering a revenue strategy that sustains and expands Lifeline's mission, visibility, and financial strength. As a member of Lifeline's Senior Leadership Team, the Director of Development will work closely with the Chief Impact Officer, Executive Leaders, Board of Directors, and other key stakeholders to advance Lifeline's annual fundraising goals. In partnership with the Chief Impact Officer, the Director of Development will help achieve Lifeline's annual fundraising goal of $2.4 million in Fiscal Year 2026, while building the long-term strategy to exceed $3 million in the next two years. This role holds full accountability for all philanthropic revenue streams, including individual giving, major gifts, corporate sponsorships, institutional partnerships, impact events, and the agency's full portfolio of government contracts and private grants. The ideal candidate brings a proven track-record of exceeding ambitious revenue goals in complex nonprofit environments and thrives at the intersection of strategy, data, and relationship-building. The Director of Development will supervise a high-impact team and collaborate across departments to shape proposals, evaluate performance, and steward donor relationships. This is a pivotal opportunity for a mission-aligned, performance-driven development leader ready to thrive in a fast-moving, outcomes-based environment and help build on Lifeline's 50+ year legacy of impact. Key Responsibilities Strategic Revenue LeadershipDesign and execute a multi-year fund development strategy that aligns with Lifeline's mission, program growth, and long-term financial goals.Lead all fundraising operations, including annual campaigns, major gifts, individual giving, private grants, corporate partnerships, new revenue initiatives, and impact events.Set and own annual fundraising goals (targeting $2.4M) and develop strategic advancement plans to exceed $3M over the next two years.Identify and pursue new funding opportunities across public, private, and philanthropic sectors to diversify and strengthen revenue streams.Serve as a strategic advisor to the CEO, Chief Impact Officer, and Board on fundraising trends, positioning, and risk mitigation.Partner with the CEO and leadership team to advance economic development strategies that position Lifeline for regional investment, public-private partnerships, and systems-level funding opportunities. Grants and Government Contract OversightManage the full lifecycle of all active and prospective grants and public contracts-including federal, state, county, and private funding sources.Lead or oversee proposal development, submission, compliance tracking, and reporting in partnership with program and finance teams.Coordinate with the Director of Compliance and program leadership to ensure funder requirements are met with precision, including deliverables, data submissions, budget tracking, and performance outcomes.Establish internal systems to monitor, forecast, and manage funding pipelines with accuracy and accountability. Donor Stewardship and Institutional AdvancementPersonally manage a portfolio of high-capacity donors and institutional funders, with emphasis on cultivation, solicitation, and multi-year giving.Proactively prospect, evaluate, and secure new funding opportunities across philanthropic, corporate, and government sectors, with an emphasis on unrestricted and multi-year support.Develop and implement donor stewardship systems that increase retention, elevate giving levels, and communicate impact effectively.Equip the CEO, Board members, and senior leaders with tools and briefings to support high-level donor engagement and outreach.Leverage data and segmentation to optimize donor journeys, improve donor lifetime value, and drive long-term sustainability. Fundraising Event StrategyPartner with the Marketing & Events Manager to strategically align fundraising events (e.g., annual gala, donor receptions, campaigns) with revenue goals.Lead pre- and post-event strategies to cultivate donor interest, drive sponsorship growth, and convert event attendees into long-term supporters.Represent Lifeline at external functions, cultivating relationships that enhance the agency's visibility, credibility, and philanthropic reach. Leadership and Cross-Functional CollaborationSupervise and develop a high-performing development team; set clear performance goals and provide coaching, feedback, and professional development.Collaborate with program, finance, and compliance staff to align funding efforts with operational capacity and contract requirements.Serve as a member of Lifeline's senior leadership team and contribute to organization-wide strategic planning and sustainability conversations.Promote a culture of philanthropy across the organization by embedding fundraising awareness and stewardship into everyday operations. Qualifications RequiredMinimum of 7-10 years of progressive leadership experience in nonprofit development, fundraising strategy, or external affairs-with direct accountability for multi-million-dollar revenue portfolios.Proven track record of exceeding ambitious fundraising goals, including major gifts, institutional giving, and public-private grant acquisition.Demonstrated experience managing a complex portfolio of government contracts (local, state, and federal) and private foundation grants.Strong strategic planning skills with the ability to design, execute, and evaluate high-level fundraising initiatives across multiple channels.Exceptional interpersonal, writing, and presentation skills, with the ability to build authentic relationships with donors, funders, Board members, and stakeholders.Proficiency with donor management and grant tracking systems (e.g., Salesforce NPSP, Blackbaud, OneCause, or equivalent), including CRM reporting and performance analysis.Bachelor's degree in public administration, nonprofit management, business, communications, or a related field. PreferredMaster's degree in a related field or CFRE (Certified Fund Raising Executive) credential.Experience working in contract-funded, community-based nonprofit organizations.Familiarity with San Diego County's philanthropic and civic funding landscape, including key institutional and government partners. Physical Demands and Working Conditions Work is performed in combination of settings including working remotely from home, working in a standard office environment, and working within in the community. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to travel to locations using personal vehicle; and to verbally communicate to exchange information. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Why Join Lifeline? Comprehensive Benefits: Competitive compensation with a robust benefits package, including medical, dental, and vision coverage. Paid parental leave and bereavement leave of up to 80 hours for qualifying events. Generous paid time off and hybrid work flexibility to support work-life balance. Professional Growth Opportunities: Leadership development and access to training programs. Career advancement opportunities in a supportive and collaborative environment. Equal Employment Opportunity Statement North County Lifeline DBA Lifeline Community Services ("Lifeline") is steadfast in its commitment to ensuring an inclusive workplace where diversity is celebrated and discrimination is not tolerated. We are committed to creating a workplace where all employees feel valued, respected, and empowered to bring their best selves to work. We adhere to all federal, state, and local laws concerning employment discrimination and provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. In California, we extend these protections to include ancestry, medical condition, genetic characteristics, mental or physical disability (including HIV and AIDS), familial status, citizenship, primary language, immigration status, and age (40 and above) among others, recognizing and valuing the diverse backgrounds and perspectives that all individuals bring to our team. Lifeline is committed to complying with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA) by providing reasonable accommodations to qualified individuals with disabilities and by ensuring that our employment practices do not discriminate against any individual. We believe that diversity fuels innovation and creativity, and we are dedicated to building a team that reflects a variety of backgrounds, perspectives, and skills. Lifeline's success is built on a foundation of respect, integrity, and the collective contributions of all our employees. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Lifeline expressly prohibits any form of workplace harassment based on any of the protected characteristics mentioned above. Lifeline's leadership is committed to fostering a culture of diversity and inclusion and ensuring that our employment environment is free from discrimination and harassment. All employees are encouraged to report any instances of discrimination, harassment, or retaliation in violation of this policy to a supervisor, HR representative, or through our reporting email. By embracing diversity and promoting equality, Lifeline not only complies with all relevant legislation but also creates a richer, more vibrant work environment for all our employees. Accommodations and Accessibility Statement Lifeline Community Services is committed to providing equal employment opportunities to all qualified individuals, including those with disabilities. In compliance with the Americans with Disabilities Act (ADA), the California Fair Employment and Housing Act (FEHA), and other applicable laws, Lifeline will provide reasonable accommodations to qualified applicants and employees with disabilities, unless doing so would result in an undue hardship for the organization. If you require an accommodation to participate in the application or interview process, please contact humanresources@nclifeline,org as soon as possible. Accommodations may include, but are not limited to, assistance with completing the application process, providing documents in an accessible format, or arranging for an accessible interview location. Our goal is to ensure that all individuals have equal access to opportunities and are able to perform their job duties safely and effectively. We are committed to fostering an inclusive and supportive environment where all employees can thrive. Classification Compliance Statement This position is intended to be classified as exempt under the administrative exemption provisions of the Fair Labor Standards Act (FLSA) and California labor laws. To qualify as exempt, employees must meet both the duties test and the salary test, which requires earning a minimum salary of no less than twice the California minimum wage for full-time employment. The salary range for this position is $135,000 to $145,000, and offers will be made in compliance with applicable laws to ensure the exempt classification is met. If the exemption criteria are not met, the classification of this position may be subject to change to comply with applicable labor laws, and adjustments to compensation, benefits, or job responsibilities may occur as required. As part of our commitment to ensuring the safety and well-being of our clients and maintaining the integrity of our workplace, North County Lifeline conducts comprehensive background and drug screening processes for all prospective employees. This includes, but is not limited to:Driving Record Check: Verification through the Department of Motor Vehicles (DMV) to ensure a good standing driving record.Employment Verification: Confirmation of your employment history to verify your experiences and qualifications.Reference Checks: Contacting provided references to gain insights into your work ethic, professionalism, and suitability for the role.Tuberculosis (TB) Screening: A TB test to ensure the health and safety of our clients and staff, in line with public health recommendations.Drug Screening: A 10-panel non-DOT drug test to screen for the presence of common illicit substances, ensuring a drug-free workplace.Criminal Background Checks: Comprehensive checks through the Department of Justice (DOJ), FBI, and Child Abuse Index to identify any history that may impact your suitability for employment, particularly in roles involving vulnerable populations. These screenings are a vital part of our hiring process and must be successfully completed for employment eligibility. North County Lifeline is dedicated to fair and responsible hiring practices and ensures that all screenings are conducted in accordance with applicable laws and regulations, respecting the privacy and rights of all candidates. We appreciate your understanding and cooperation in this process, aimed at creating a safe and productive work environment for everyone.

Job Description We are looking for talented and motivated professionals to join our team! We invite you to apply for our open position(s) below. OPEN POSITION ANNOUNCEMENT! Associate Director of Finance - Capital Investments Plan Open until filled. Posted 9/8/2025 San Diego County - hybrid work schedule set by Community Power ABOUT THE ROLE: San Diego Community Power (Community Power) is seeking an Associate Director who will oversee and lead the Capital Investment Plan including California Public Utilities Commission (CPUC) funded programs. This role will be responsible for managing, reviewing, monitoring and growing multi-year investments in the agency's 5-year Capital Investment Plan (CIP) and the agency's annual capital budget including financial planning for future growth and ensuring alignment with organizational goals, regulatory compliance, and fiscal responsibility. The position will lead the collaboration between the Finance Department and Customer Programs Department in the administration and oversight of the accounting and reporting functions of all customer programs including programs funded from external sources such as the CPUC and California Energy Commission. Of particular significance to this role is the oversight of accounting and reporting of the CPUC-funded San Diego Regional Energy Network or SDREN. In addition, the Associate Director is accountable for the customer program department invoicing process and ensures the accuracy, completeness, and compliance of financial records; reconciles monthly ledgers; compiles, analyzes, and reports information; and provides budgetary support. The Associate Director will additionally oversee the agency's indirect cost allocation plan in compliance with federal and state regulations, ensuring accurate distribution of indirect costs across programs and departments, supporting grant compliance, overseeing operating budget reimbursement, and providing strategic financial insights to leadership. WHO IS COMMUNITY POWER? Community Power is a community-driven, not-for-profit public agency providing cleaner energy to the San Diego region. Formed in 2019, Community Power is the second largest Community Choice Aggregator (CCA) in California, serving nearly 1 million customer accounts across its member agencies: the Cities of San Diego, Chula Vista, Encinitas, Imperial Beach, La Mesa and National City, as well as the unincorporated areas of San Diego County. OUR HISTORY Community Power was formed in 2019 as a public, not-for-profit community choice aggregator (CCA) in the San Diego region. We began electric service in 2021 and now serve seven member agencies: the Cities of San Diego, Chula Vista, Encinitas, Imperial Beach, La Mesa and National City, as well as the unincorporated communities of San Diego County. Community Power was formed to bring local control and customer choice to San Diego while also providing clean and renewable energy at competitive rates. We are the second largest CCA in California, serving nearly 1 million customers. For more information, please visit SDCommunityPower.org. COMMITMENT TO DIVERSITY At Community Power, we value diversity and are committed to creating an inclusive environment for all employees. We represent a diverse customer base and hope to hire employees that reflect our communities. We provide equal employment opportunities to all applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. ESSENTIAL DUTIES AND PRIMARY RESPONSIBILITES • Lead, develop, and grow the finance team as needed to support Community Power customer program offerings., • Lead, develop and oversee Community Power's Capital Investment Plan and capital budget including prioritization of programs and projects based on community needs, asset condition (when applicable), and funding availability and management of all funding, projects and programs contained within., • Forecasting and tracking capital investment needs, identifying and seeking funding sources and acting as the technical advisor on efforts related to capital programming, project delivery, cost estimating, and budgeting., • Leads the preparation and management of multi-year capital budgets including the coordination of funding strategies which may include, but is not limited to, grants, bonds, public-private partnerships, etc., • Manage a team of direct reports that work across all aspects of CIP administration, program and project expenditures, invoicing, and reporting., • Develop and maintain Community Power's indirect cost allocation plan in accordance with 2 CFR Part 200 and applicable state guidelines, ensuring the agency tracks and maintains adequate levels of overhead staff and tracks overhead reimbursement from internal and external funding., • Partners with the CFO and Director of Finance to establish an Enterprise Resource Platform to serve as the system of record for tracking the agency's annual budget and CIP., • Lead reconciliation process between the capital investment plan and the operating budget for scheduled reimbursements that need to occur., • Develops internal controls and policies to ensure proper expenditure spending in compliance with local, state, and federal regulations, environmental standards, procurement policies and internal Community Power policies., • Lead the development and establishment of standard operating procedures, coordinating with internal team members, external partners, and consultants/vendors for invoice preparation, review, and submittal., • Exercise good judgment in managing accounting and operational risk., • Leads the coordination with external parties to ensure timely receipt of grant funds., • Leads staff in the development and implementation of systems for collecting, analyzing, verifying, and reporting financial information., • Works independently, using good judgment and initiative in carrying out assignments. Set goals and priorities and carry out multiple assignments concurrently., • Perform other related duties and responsibilities as required and assigned. KNOWLEDGE, SKILLS, AND ABILITIES Required: • At least five (5) years of direct experience in managing the finances, budgeting and accounting of publicly funded customer programs., • Proven knowledge of bookkeeping and accounting principles, practices, standards, laws, and regulations., • High attention to detail and accuracy., • Ability to direct and supervise a team of multiple staff., • The ability to problem solve and bring forth ideas and solutions., • Experience and comfort working in a fast-paced, fluid work environment., • Experience developing and implementing processes in complex multi-department or matrixed organizations., • Knowledge and demonstrated understanding of the fundamentals of environmental justice and equity principles., • Motivated, collaborative, supportive team member that is excited to work with diverse teams and communities., • Ability to work collaboratively, strong organizational skills, and demonstrated ability to manage multiple projects concurrently., • Ability to take and provide critical feedback in constructive ways., • Strong critical thinking skills including a high tolerance for uncertainty and the ability to identify issues and propose solutions., • Ability to act with integrity, professionalism, and confidentiality., • Ability to comprehend and adhere to Community Power personnel policies., • High proficiency with Microsoft Office Suite, Word, Excel, PowerPoint, and ability to use virtual meeting applications., • At least five (5) years of direct experience managing the finances, budgeting and accounting energy efficiency programs funded by the CPUC., • At least five (5) years of direct experience working for a load serving entity (i.e., Community Choice Aggregator, public utility, investor-owned utility) or on behalf of a load serving entity as a consultant/vendor., • At least five (5) years of direct experience in managing capital programs in California including local, state, or federal funds., • Experience collaborating with city and county departments, regional agencies, state officials, federal funding agencies, contractors, and the public to grow and enable funding opportunities, • Familiarity with San Diego regional sustainability/energy/climate action ecosystem (i.e., public agencies, nonprofits, community-based organizations) and the California utility landscape. QUALIFICATIONS, EXPERIENCE, AND ABILITIES Any combination of education and experience that would provide the knowledge and abilities listed. A typical way to obtain the required qualifications would be: A four-year degree or higher from an accredited college or university AND a minimum of eight to ten years of related professional experience. Four (4) additional years of professional experience may be used in place of a degree. A master's degree or higher may substitute for a total of one year of professional experience. WORK ENVIRONMENT AND CONDITIONS Prolonged periods of sitting at a desk and working on a computer. The position requires occasional carrying, lifting, and/or moving objects up to 25 pounds. Occasional local travel is required and reliable transportation to be able to attend Community Power events, meetings, and workshops as needed is expected. At Community Power we work in the communities we serve and in the office. Community Power works to ensure a safe and healthy workplace for employees and in our communities. Community Power requires employees to be fully vaccinated for COVID-19. Exemptions to the vaccine requirement will be considered for individuals with medical conditions that prevent them from being vaccinated and for individuals with sincerely held religious beliefs that prohibit them from being vaccinated, consistent with governing labor laws. Community Power is an agency required to adopt and promulgate a Conflict-of-Interest Code ("COI"). The COI code requires employees in designated positions, including those identified under the interim disclosure process, to file a Statement of Economic Interests (Form 700) on an annual basis. A Successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission. Compensation: Salary Range: The position salary range is: $155,430 to $209,880; with exact compensation to be determined by Community Power, depending upon experience. Benefits: Standard benefits package including but not limited to: Insurance: Community Power covers 100% of health benefits, including medical, vision, and dental insurance, for eligible FT employees and their dependents. Also provided is a $100,000 Life & AD&D policy, STD and LTD coverage that is 100% paid by Community Power. Retirement: Community Power offers a 457(b) plan for employee contributions and contributes 10% of eligible compensation to the employee's Money Purchase Plan. Paid Time Off: 11 holidays per year + paid winter holiday (between 12/24-12/31), 160 hours of accrued paid time off per year (increases with time in service), and 96 hours per year of accrued paid sick leave. This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at the discretion of Community Power as needed. California Pay Range$155,430—$209,880 USD

Job Description Summary: We are seeking an experienced, dynamic, and growth-minded Director of Portfolio Solutions to join our leadership team. This individual will be a key driver of organic and inorganic AUM growth, provide investment leadership, and serve as a strategic resource for both client acquisition and retention. You will collaborate closely with the Investment Department and Consulting Teams to enhance investment capabilities across the firm and directly support high-value client engagements. Reporting to the CIO, this individual will also lead the development of client-facing collateral and advisor training programs that reflect Centura’s investment philosophy. Primary Responsibilities: Growth & Business Development • Drive strategic initiatives to increase both organic and inorganic AUM across the firm., • Lead the development and presentation of investment proposals for new business opportunities and prospective clients., • Analyze existing and prospective client portfolios to identify opportunities, gaps, or misalignments with objectives., • Recommend tailored investment strategies aligned with Centura’s philosophy and client goals., • Oversee proposal implementation and portfolio transition, ensuring alignment with investment objectives and firm standards. Team Building & Advisor Development • Serve as a player-coach to drive AUM growth through hiring, training, and mentoring Investment Advisors., • Lead onboarding and portfolio migration for externally recruited advisors and their client base., • Partner with the CIO to produce investment training resources and client-facing collateral., • Deliver educational presentations and act as an internal subject matter expert on investment positioning., • Stay ahead of industry developments—regulatory, tax, legal, or economic—and implement new strategies that benefit clients and the firm. Operational Excellence • Manage and track all opportunities in the CRM; proactively identify suitable investment solutions for current and potential clients., • Collaborate with technology, compliance, and trading teams to enhance delivery and execution of investment strategies., • Champion internal process improvements to support continued growth and scalability., • Perform other duties as assigned, contributing to a collaborative and high-performing team environment. Knowledge Skills and Abilities: • Excellent interpersonal relationship skills required, • Highly effective oral and written communication skills required, • Proficient in building sales/business plan and executing strategy to achieve planned results, • Proficient with the following software programs, • Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.) – Required, • Orion - Highly Preferred, • Salesforce – Preferred, • Brokerage Trading and Account Interfaces (EX: Schwab Advisor Center, Fusion, etc.), • Market Databases and Analytics (EX: Hidden Levers, Right Capital, Ycharts, Pitchbook) etc., • Proven track record of hitting sales quotas and achieving growth to gather AUM, • Strong knowledge regarding traditional and alternative investments., • Ability to create and present client deliverables., • Existing relationships with CPAs, Estate Attorneys, Tax Attorneys, and other professionals that serve High-Net-Worth and Ultra-High-Net-Worth clients., • Able to design and enhance existing processes to support scaling and growth., • An undergraduate degree is required, preferably in finance, economics, or business administration., • 7+ years of financial services sales experience as an advisor or in a business development function, required., • CFA, CAIA, CFP®, CIMA, or MBA preferred, or the willingness to obtain one of the aforementioned certifications Physical Requirements: Essential functions of this job require the following minimal physical demands. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions. • Required to sit, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl., • Vision and depth perception suitable for use of utilizing a computer, printer, phone, and keyboard., • Manual dexterity suitable for use of utilizing a computer., • Sufficient personal mobility and physical reflexes which permit the employee to work in an office setting, • Ability to walk and/or climb 5% of the time comfortably, with or without reasonable accommodation., • Ability to sit at a computer for 90% of the time comfortably, with or without reasonable accommodation, • Travel up to 10% of the time, • Must be comfortable working in an office environment to include moderate noise levels., • The working area is primarily in an open office setting with reasonable lighting and controlled temperatures. Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $175k - $215k base + bonus

Job Description Job Title: Tax Team Lead (Remote) Location: 100% Remote (U.S. Based) Company: EZ FILE NOW – A Modern Wealth Management Firm Salary: Up to $120,000 + Performance Bonus + Equity Options Experience Required: Proven experience building and leading tax teams About EZ FILE NOW At EZ FILE NOW, we're revolutionizing the financial services industry with a modern approach to tax and wealth management. We empower individuals and entrepreneurs with smart, accessible financial solutions—and we’re growing fast. We’re now hiring a Tax Team Lead to help scale our tax operations and lead a high-performing, remote-first team. The Opportunity We’re looking for an experienced Tax Team Lead who’s not just a tax expert—but a builder. You’ll work directly with leadership to shape the structure, strategy, and success of our remote tax team. If you thrive in a fast-paced, tech-forward environment and want to grow with a mission-driven company, this role is for you. What You’ll Do * Build, lead, and mentor a team of remote tax professionals * Oversee tax preparation and review for individual and small business clients * Develop and implement scalable workflows and procedures * Ensure compliance with federal and state tax laws and deadlines * Serve as a senior advisor on complex tax matters and high-value clients * Collaborate with other departments to align tax strategy with client wealth goals * Provide training and support to ensure ongoing professional development of team members * Help drive recruitment and onboarding of new tax team members What We’re Looking For • Proven experience leading and growing a tax team (CPA firm experience a plus, but not required), • EFIN required 5+ years of tax preparation/advisory experience * Strong knowledge of IRS regulations and individual/business taxation * Experience with tax software (Drake, ProConnect, or similar) * Exceptional leadership, communication, and organizational skills * Passion for remote work and modern business practices * Ability to think strategically and solve problems proactively * Bachelor’s in Accounting, Finance, or related field preferred; CPA or EA is a plus Why Join EZ FILE NOW? * 💼 Salary up to $120,000 * 💰 Performance-Based Bonus * 📈 Equity Ownership Opportunity * 🏠 100% Remote – Work from anywhere in the U.S. * 🚀 Key leadership role in a high-growth company * 🌟 Mission-driven team culture * 🎓 Professional development & mentorship opportunities * 🤝 Direct impact on building the future of tax at EZ FILE NOW Ready to Lead? If you're ready to lead a team that’s reshaping how tax services are delivered and want to be part of a forward-thinking wealth management firm, we’d love to meet you. Apply today and help us build the next chapter of EZ FILE NOW. Powered by JazzHR FQHKgjzNVy

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact Account Executive to join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job DescriptionBefore applying to this job opening, please review the Company's Applicant Privacy Policy located at: This Applicant Privacy Policy governs the Company's collection, use, and sharing of personal information you provide during the application process. Ford Express Service Advisor II - Kearny Mesa Ford/Kia Non-Exempt Job Summary: As an Express Service Advisor II, you will play a pivotal role in delivering a high level of customer service for express vehicle maintenance and repairs. You will manage the express service lane, handle complex service requests, and ensure that customer vehicles are serviced efficiently and to the highest standards. Your role involves both customer-facing responsibilities and coordination with the service team to maintain smooth operations. Essential Functions: • Provide exceptional service to customers visiting the express service lane., • Greet customers promptly, assess their needs, and clearly explain service options, pricing, and timelines., • Oversee the express service process, ensuring vehicles are checked in, serviced, and returned to customers promptly. Manage the flow of service work to maximize efficiency and minimize wait times., • Conduct thorough vehicle inspections to identify and recommend necessary maintenance or repairs., • Advise customers on the benefits of additional services and upsell where appropriate., • Collaborate with service technicians and other staff to ensure that all services are performed correctly and on schedule., • Communicate any special instructions or service needs to the team., • Maintain accurate records of service orders, parts used, and customer interactions. Ensure all documentation is complete and complies with company policies., • Handle customer complaints or issues related to service quality or delays., • Work to resolve problems quickly and effectively, aiming to exceed customer expectations., • Promote service specials, warranties, and other products to customers., • Drive a customer's vehicle to verify certain issues or to ensure that the vehicle is operating correctly before or after the service. This could include checking for noises, vibrations, or any specific complaints the customer has raised., • Moving vehicles around the service area or shop to reposition them for further work or to make space for other vehicles., • Utilize knowledge of current promotions to drive sales and improve customer satisfaction., • Assist in training and mentoring junior service advisors and new team members., • Share best practices and provide support to enhance team performance., • Process transactions, manage service invoices, and handle cashier duties as required., • Ensure all financial transactions are accurately recorded., • Maintain satisfactory attendance. Minimum Qualifications: • Minimum of two years of experience as a service advisor or in a similar customer service role in the automotive industry., • Valid driver’s license and safe driving record; required to have California driver's license within 30 days following date of hire., • Ability to lift up to 15 pounds., • Demonstrated experience in managing express service operations is preferred., • Previous experience in customer service, retail, or automotive service environments., • Strong customer service and communication skills., • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment., • Proficiency in using dealership or service management software and standard office equipment., • Solid understanding of automotive systems and maintenance requirements., • Familiarity with automotive service procedures, industry standards, and best practices., • Frequently stands, walks, sits; uses hands; frequently reaches with hands and arms; frequently talks and hears., • Occasionally climbs or balances; occasionally stoops, kneels, crouches, squats or crawls; occasionally lifts up to 15 pounds., • Work in both indoor and outdoor settings., • May involve exposure to varying weather conditions., • Typically sits at a desk or workstation., • Climate controlled., • Medical, Dental, & Vision Insurance, • Employer Paid Life Insurance, • Employer Paid AD&D, • 401k (with Employer match), • Generous Vacation Package, • Inter-Company Transfers and Promotion Opportunities, • Tenure recognition and awards, • Vehicle Purchase Discount Program, • Vehicle Service Discount Program, • Golf Benefits at Maderas Golf Club (subject to qualification) If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check. Sunroad is committed to providing reasonable accommodations to qualified individuals with disabilities to ensure equal employment opportunities and access to all programs, services, and activities. If you require accommodations to participate in the application process or to perform the essential functions of the job, please contact the HR Department to discuss your needs confidentially. We will work with you to identify appropriate accommodations based on your specific circumstances and in compliance with applicable laws. We are an Equal Opportunity Employer (M/F/D/V) and maintain a drug-free workplace. If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check. Sunroad is an Equal Employment opportunity and Affirmative Action Employer. We are committed to providing equal opportunity in all of our employment practices, including selection, race (including traits historically associated with race such as hair texture and protective hairstyles such as braids, locks, and twists); religion; religious creed; religious dress/grooming; color; age (40 and over); sex; sexual orientation; gender; gender identity (meaning a person’s identification as male, female, a gender different from the person’s sex at birth, or transgender); gender expression (including a person’s gender-related appearance or behavior, whether or not stereotypically associated with the person’s sex at birth); national origin; ancestry; citizenship status; uniform service member status; military or veteran status; marital status; pregnancy; childbirth; medical conditions related to pregnancy, childbirth, or breast feeding; medical condition (including cancer related or HIV/AIDS related); handicap; physical disability; mental disability; genetic characteristics; genetic information; or any other protected status in accordance with the requirements of all federal, state and local laws. Our Equal Employment Opportunity Policy applies equally to interns and volunteers. Company DescriptionFounded in 1977, Sunroad Enterprises is a diversified holding company based in San Diego. Sunroad consists of three distinct divisions: Automotive, Real Estate and Maderas Golf. With successful ventures across multiple countries, we bring a strategic focus to seeing developments come to life. Sunroad Enterprises is one of the largest minority-owned businesses in San Diego and has earned numerous quality commendations from local, regional, and national organizations. Please visit our website to learn more about our endeavors and career opportunities: in 1977, Sunroad Enterprises is a diversified holding company based in San Diego. Sunroad consists of three distinct divisions: Automotive, Real Estate and Maderas Golf. With successful ventures across multiple countries, we bring a strategic focus to seeing developments come to life. Sunroad Enterprises is one of the largest minority-owned businesses in San Diego and has earned numerous quality commendations from local, regional, and national organizations. Please visit our website to learn more about our endeavors and career opportunities:

Job DescriptionBefore applying to this job opening, please review the Company's Applicant Privacy Policy located at: This Applicant Privacy Policy governs the Company's collection, use, and sharing of personal information you provide during the application process. Service Advisor III - Kearny Mesa Subaru/ Genesis *5 years of experience in an automotive service advisor role. Non-Exempt Job Summary: The Service Advisor III provides exceptional customer service, oversees complex service operations, and leads a team of service advisors. In this role, you will leverage your extensive automotive knowledge to address advanced customer inquiries, guide service technicians, and contribute to the overall efficiency and success of the service department. Essential Functions: • Serve as a senior point of contact for customers, ensuring high professionalism and customer satisfaction., • Handle escalated customer concerns and complaints, providing effective resolutions and maintaining positive customer relationships., • Provide guidance and support to Service Advisors I and II, assisting them with complex customer issues and technical inquiries., • Demonstrate advanced knowledge of automotive systems and repairs, offering expert guidance to customers and service technicians., • Stay updated on manufacturer technical bulletins, recalls, and service procedures to inform customers and support service operations., • Collaborate closely with service technicians to troubleshoot and resolve complex technical issues, ensuring accurate diagnostics and repairs., • Drive and inspect customer vehicles to identify and recommend additional services or repairs that may benefit the customer based on vehicle condition and manufacturer recommendations including upsell service packages and promotions, as appropriate., • Foster a positive team environment through effective communication and collaboration., • Optimize service department workflow and scheduling to maximize efficiency and meet customer expectations., • Coordinate with the parts department to ensure timely availability of required parts for scheduled jobs., • Monitor the progress of each vehicle throughout the service process, ensuring quality repairs and timely completion., • Ensure accurate documentation of customer interactions, service details, and financial transactions in the dealership’s computer systems or service management software., • Review and approve repair orders (ROs) and invoices, ensuring accuracy and compliance with dealership policies., • Oversee the collection of payments from customers and manage financial transactions with attention to detail., • Maintain a well-organized and clean work environment, including the service advisor’s desk and customer waiting areas., • Maintain satisfactory attendance. Minimum Qualifications: • 5 years of experience in an automotive service advisor role., • Valid driver’s license and safe driving record; required to have California driver's license within 30 days following date of hire., • Extensive experience as a Service Advisor in an automotive service environment, demonstrating a proven track record of delivering exceptional customer service., • Advanced technical knowledge of automotive systems and repairs, with the ability to provide expert guidance and support., • Ability to lift up to 15 pounds., • Willingness to participate in ongoing training and professional development., • Training in automotive technology., • Strong leadership skills, with experience in mentoring and developing team members., • Excellent communication and interpersonal skills, capable of effectively interacting with customers, colleagues, and service technicians., • Exceptional organizational abilities and the ability to prioritize tasks in a fast-paced environment., • Prolonged periods of standing while interacting with customers, attending to service orders, and coordinating with the service team., • Frequently move around the service area to assist customers, check on service progress, and interact with team members., • Extended periods of sitting at a desk or workstation to handle administrative tasks such as entering data, preparing invoices, and managing schedules., • Repeated keyboard and mouse use for data entry, managing service records, and communicating via email or software., • Typical dealership or repair shop environment, including noise, dust, and varying temperatures., • May occasionally visit service bays or workshops to discuss vehicle issues with technicians., • Many odors may be present., • Noise moderate. Employee Benefits Include: • Medical, Dental, & Vision Insurance, • Employer Paid Life Insurance, • Employer Paid AD&D, • 401k (with Employer match), • Generous Vacation Package, • Inter-Company Transfers and Promotion Opportunities, • Tenure recognition and awards, • Vehicle Purchase Discount Program, • Vehicle Service Discount Program, • Golf Benefits at Maderas Golf Club (subject to qualification) If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check. Sunroad is committed to providing reasonable accommodations to qualified individuals with disabilities to ensure equal employment opportunities and access to all programs, services, and activities. If you require accommodations to participate in the application process or to perform the essential functions of the job, please contact the HR Department to discuss your needs confidentially. We will work with you to identify appropriate accommodations based on your specific circumstances and in compliance with applicable laws. We are an Equal Opportunity Employer (M/F/D/V) and maintain a drug-free workplace. If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check. Sunroad is an Equal Employment opportunity and Affirmative Action Employer. We are committed to providing equal opportunity in all of our employment practices, including selection, race (including traits historically associated with race such as hair texture and protective hairstyles such as braids, locks, and twists); religion; religious creed; religious dress/grooming; color; age (40 and over); sex; sexual orientation; gender; gender identity (meaning a person’s identification as male, female, a gender different from the person’s sex at birth, or transgender); gender expression (including a person’s gender-related appearance or behavior, whether or not stereotypically associated with the person’s sex at birth); national origin; ancestry; citizenship status; uniform service member status; military or veteran status; marital status; pregnancy; childbirth; medical conditions related to pregnancy, childbirth, or breast feeding; medical condition (including cancer related or HIV/AIDS related); handicap; physical disability; mental disability; genetic characteristics; genetic information; or any other protected status in accordance with the requirements of all federal, state and local laws. Our Equal Employment Opportunity Policy applies equally to interns and volunteers. Company DescriptionFounded in 1977, Sunroad Enterprises is a diversified holding company based in San Diego. Sunroad consists of three distinct divisions: Automotive, Real Estate and Maderas Golf. With successful ventures across multiple countries, we bring a strategic focus to seeing developments come to life. Sunroad Enterprises is one of the largest minority-owned businesses in San Diego and has earned numerous quality commendations from local, regional, and national organizations. Please visit our website to learn more about our endeavors and career opportunities: in 1977, Sunroad Enterprises is a diversified holding company based in San Diego. Sunroad consists of three distinct divisions: Automotive, Real Estate and Maderas Golf. With successful ventures across multiple countries, we bring a strategic focus to seeing developments come to life. Sunroad Enterprises is one of the largest minority-owned businesses in San Diego and has earned numerous quality commendations from local, regional, and national organizations. Please visit our website to learn more about our endeavors and career opportunities:

Job DescriptionDescription: Aldrich CPAs and Advisors is looking for Tax Managers. The position involves working closely with our clients in a variety of industries. 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 . 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, • 6+ years recent experience in public accounting with a primary focus on tax, • Ability to supervise others, • Excellent research and writing skills 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, • 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 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 . 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 DescriptionRincon Consultants is seeking a Director/Principal to lead our Utilities practice within the Environmental Planning and Natural/Cultural Resources teams. This is an opportunity for a proven leader in the utilities sector to shape Rincon’s statewide strategy, guide high-profile projects, and expand our market presence. You will direct multidisciplinary teams, strengthen key client relationships, and drive innovation in service delivery—while mentoring senior staff and advancing strategic growth initiatives. The ideal candidate has a strong track record in business development, complex project delivery, and regulatory navigation, with expertise in utility infrastructure, operations and maintenance planning, licensing, and energy delivery solutions. While this role may offer flexible work arrangements that can include a mix of in-office and remote work, our changing business needs will ultimately determine our level of remote-work flexibility. Additionally, to promote in-person collaboration and client teaming, we prioritize hiring those who reside within 50 miles of a Rincon office which currently includes: Carlsbad, Fresno, Los Angeles, Monterey, Oakland, Palm Springs, Riverside, Sacramento, San Luis Obispo, San Diego, San Jose, Santa Barbara, and Ventura. We are open to locations across California. Overview of Key Duties and Responsibilities Strategic Business Development and Client Leadership • Shape and lead Rincon’s statewide strategy for utilities services., • Cultivate and sustain senior-level client relationships, positioning Rincon as a trusted advisor., • Lead business development, including opportunity identification, proposal strategy, and industry representation., • Collaborate across service lines to deliver integrated solutions for transmission, distribution, power generation, and utility infrastructure projects., • Oversee project portfolios, ensuring technical excellence, compliance, and on-time, on-budget delivery., • Provide QA/QC review for technical studies, environmental documentation, and regulatory filings., • Guide strategy for CPUC, FERC, utility-specific permitting, and licensing., • Oversee planning and permitting of operations and maintenance programs, including execution of PEA (Proponent’s Environmental Assessments) and DER (Detailed Engineering Review) where applicable., • Recruit, develop, and retain top talent for the Utilities practice, fostering a high-performance, collaborative culture., • Mentor senior staff on business strategy, technical leadership, and client management., • BS or BA in Environmental Science, Biology, Ecology, Planning, or related field (MS/advanced degree preferred), • 12+ years’ senior-level experience in utilities-focused consulting, project delivery, and business development, • Demonstrated ability to lead complex, multidisciplinary projects, navigate regulatory frameworks, and deliver strategic solutions for clients, • Experience in licensing, permitting, and programmatic compliance for utility infrastructure projects, • Knowledge of CPUC processes, General Orders, and utility O&M permitting, • Proven track record of building long-term client relationships and securing repeat business, • Strong business acumen with expertise in budgeting, forecasting, and resource allocation, • Exceptional communication and presentation skills The base salary range for this full-time position is $140,000–$190,000+, plus a generous benefits program. At Rincon, our salary ranges are based on market median of similar jobs, according to third party salary benchmark surveys. The base pay that is offered will consider internal equity and may vary depending on the candidate’s job-related knowledge, skills, and experience. We are proud to offer a comprehensive Total Rewards Package, providing our valued employees with many benefits to enhance their well-being and financial security. Our health benefits include a range of options such as HMO, PPO, HDHP, and Health Savings Account choices, ensuring you have the flexibility to select the plan that best suits your needs. Additionally, you can enjoy peace of mind with employer-paid life and long-term disability insurance, as well as dental, vision, and prescription drug coverage. We prioritize your well-being by offering three weeks of vacation accrual in the first year, paid sick leave, and paid holidays, ensuring you have ample time off to rejuvenate. Planning for your future is made easier through our 401(k) / Profit Sharing Retirement Plan and bonus opportunities. Beyond the essentials, Rincon recognizes the importance of personal and professional growth, that's why we provide opportunities for professional development and mentoring. Our commitment extends to the community through Volunteer Pay for a Day, reinforcing the values of social responsibility. Moreover, we go the extra mile with additional perks like Flexible Spending & Dependent Care, Supplemental life insurance, Legal Shield, Identity Protection, Pet Insurance, and much more. Check out more details on our Rincon Consultants webpage here! Individuals offered employment must successfully complete a pre-employment drug screening as a condition of employment. Additionally, those hired who may be assigned to federal projects will be subject to further drug testing, including screening for cannabinoids (THC/marijuana), in compliance with the Drug-Free Workplace Act of 1988 and other applicable federal regulations. Rincon Consultants, Inc does not accept unsolicited applicant/candidate resumes from search firm recruiters and/or temporary agencies that do not have a signed contract and specified work order with Rincon Consultants. Further, such resumes received will be deemed the sole property of Rincon Consultants and no fees will be paid in the event Rincon Consultants subsequently hires such individual. Rincon Consultants is an equal opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Powered by JazzHR KAJhDjqcj2

Job Description The Associate assists a team of Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements and cash flows, and long-range financial projections. The Associate is expected to have direct client contact as well as provide ongoing project support to the firm’s Wealth Management group and directly participate in Business Development efforts. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: • Help gather financial information and prepare net worth, cash flow, investment planning and investment policy statements, and other tools for use in wealth planning engagements, • Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions, • Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and email messages, • Initiate and respond to emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner with prior consultation with a Wealth Management Manager or Director, • Proactively recognize client issues, propose solutions and add insight to analysis, • Participate in weekly firm-wide and client-specific strategy meetings and continuing education discussions, • Participate in the continued process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively, • Work individually and alongside the team, to develop new business opportunities and cultivate new client relationships, • Recommend appropriate trades for monthly rebalancing of client portfolios, and other needs, as required, • Other duties as assigned Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Interest in pursuing CFP® designation required, • Strong understanding of personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation, • Familiarity with managing investments, including concepts of portfolio design and diversification, • Working knowledge of mutual funds, including research techniques and selection criteria Skills: • OUTSTANDING communication skills – both written and verbal, • MUST be a self-starting person who takes responsibility for his/her work and sees projects through to successful conclusion while maintaining a high level of communication with team members, • A team player who will thrive in a fast-paced environment Abilities: • EXTREMELY detail oriented – must have proven ability to juggle multiple priorities, • Impeccable ability to maintain confidentiality, • Ability to effectively report to Managers and Directors on a large variety of tasks and manage priorities amid an occasionally heavy volume of work Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • Bachelor's degree required, • Proficiency in Microsoft Suite (Excel, Word, Outlook) required. PowerPoint helpful., • Proficiency in Advisor View and iRebal, and other investment management and/or financial planning applications such as eMoney and helpful. Salesforce is used for Customer Relationship Management Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

WHAT WE DO The Catholic Diocese of San Diego is dedicated to the mission of Jesus Christ, focusing on love, service, mercy, and justice. Serving over 1.3 million Catholics across San Diego and Imperial Counties, the Diocese includes 96 parishes, 41 elementary schools, and seven high schools. We are a diverse, multilingual community committed to creating an environment where all members—clergy, religious, and lay staff—can grow personally and professionally while contributing meaningfully to the Church’s mission. At the heart of our work is a commitment to care for the most vulnerable and serve the broader community through social services, educational programs, and parish support initiatives. We seek to cultivate a workplace and organizational culture rooted in collaboration, accountability, and shared responsibility, where employees feel valued, empowered, and aligned with the Diocese’s mission and values. The Catholic Diocese of San Diego offers programs that support spiritual growth, community engagement, and social justice for individuals and families across San Diego and Imperial Counties. Key initiatives include evangelization and catechetical ministry, mental health support, prisoner reentry, immigration assistance, and foster care and adoption support. LEADERSHIP & CULTURE Under the guidance of Bishop Michael Pham, the Diocese fosters a culture of collaborative leadership, inclusivity, and spiritual discernment. Leadership is shared among clergy, religious, and lay staff, with active encouragement of women in leadership roles. The Diocese emphasizes empathy, active listening, and engagement across diverse communities. Programs like the Office for Ethnic and Intercultural Communities support cultural unity, empower local leaders, and promote dialogue to strengthen organizational cohesion. Key Programs and Initiatives: • Workforce Engagement & Communication: Systems and forums to ensure staff are informed, connected, and empowered to provide input and feedback., • Performance & Recognition: Processes to assess, support, and celebrate employee contributions while aligning performance with organizational goals., • Professional Growth & Well-Being: Opportunities for continuous learning, skills development, and personal support to foster a motivated, high-performing workforce. COMPENSATION & BENEFITS • Salary – $140,000 - $150,000 annually., • Comprehensive Medical, dental, vision, disability, life, and AD&D insurance, • Vacation and Sick time, • Pension Plans: Defined Benefit Plan and 403b, Flexible Spending Accounts (FSA), and Employee Assistance Program (EAP) LOCATION This is a full-time role located at Pastoral Center - 3888 Paducah Drive, San Diego CA 92117. POSITION SUMMARY The Human Resources Director provides leadership, guidance, and hands-on support to the Pastoral Center (PC), Diocesan parishes, and schools on all HR matters, including conflict resolution, parish and school restructuring, employment law, diocesan policy interpretation, wage and hour issues, employee classification, HR reviews, and organizational planning. This role also oversees benefits and compensation, recruitment, hiring, onboarding, workers’ compensation, and HRIS administration. The Director reports to Chief Financial Officer Shirley Pajanor, a 17-year veteran of the Diocese. Year one priorities for this role include: • Needs Assessment: Evaluate and modernize HR functions, including technology, to ensure an effective HR department., • HR Department Development: Actively engage with and mentor the HR team to develop a roadmap for the implementation of an organization-wide fundamental HR infrastructure., • Talent Acquisition and Development: Support the organization’s recruitment, retention, and onboarding strategies. Fill the Associate HR Director role, providing leadership oversight, guidance, and support to ensure the HR team operates effectively and achieves organizational goals. DUTIES & RESPONSIBILITIES • Serve as a strategic thought partner and advisor to leadership, driving conversations on people and culture. Develop and implement strategies to foster a thriving workplace culture., • Develop and implement comprehensive strategies for workforce planning, talent acquisition, performance management, compensation, benefits, wellness, and safety., • Enhance the organization's employee relations strategy by developing and implementing progressive policies and procedures that reflect industry’s best practices. Foster strong, collaborative relationships with staff at all levels, emphasizing trust, respect, and open communication., • Function as the primary communicator on employment-related matters, facilitating conflict resolution, engagement, and feedback programs in support of positive and productive work environments., • Uphold the highest standards of ethical standards by ensuring compliance with all federal, state, and local employment laws, funding source requirements, and industry best practices., • Remain at the forefront of emerging HR trends and legislation, providing expert guidance and implementing innovative HR practices to drive organizational success., • Serve as a trusted advisor to Pastoral Center leadership, pastors, principals, and location administrators by providing coaching, counseling, conflict resolution, and hands-on support on a wide range of HR matters., • Oversee HR staff, providing training, guidance, and supervision to ensure effective HR operations and consistent application of policies and practices., • Manage the financial performance and administration of HR programs, including employee benefits and the Lay Employee Pension Plan, ensuring efficiency and compliance., • Review and resolve employee complaints, respond to requests for assistance, and proactively address potential problem areas while minimizing legal and organizational risk., • Deliver ongoing professional development and HR education for leadership and staff, fostering organizational growth, engagement, and HR competency across the organization. BACKGROUND PROFILE • Deeply supportive of the Catholic Dioceses’ identity, committed to its mission and values, dedicated to fostering a positive, empathetic, and inclusive community., • Demonstrated hands-on, progressive HR leadership experience encompassing team management, organizational development, employee relations, labor regulations, regulatory compliance, and best practices in HR systems, policies, and procedures., • Adaptable and compassionate, with strategic and tactical thinking skills, adept at analysis, planning, and change management, and responsive to shifting priorities and organizational needs., • A proactive leader with experience building and maintaining positive and inclusive workplace cultures; a passion for developing staff, and promoting a collaborative, cross-cultural understanding to build stronger teams and empowerment for all staff., • Excellent communication skills, written and oral; an active listener and respectful communicator with the ability to establish and maintain effective working relationships with management, employees, and stakeholders.

Job Description Job Title: Client Service Manager Location: La Mesa, CA Status: Part-time HYBRID Flexible hours (20-25 hours/week) Compensation: $35/hr-$45/hr We are a tight knit wealth management team dedicated to helping individuals, families, professionals and business owners meet their individual financial goals. We provide honest, objective, and intelligent advice based on a comprehensive planning process with customized tools. We pride ourselves on our white-glove service experience grounded in integrity, passion, and a commitment to excellence. We work on a referral-only basis. Sound appealing? We operate with a set of shared values: hard work, humility, optimism, responsiveness, and doing whatever needs to be done. We are building a team with people who share our vision and want to make a real impact. This is an exciting opportunity to welcome a Client Service Manager to the team that will play a crucial role in supporting financial advisors while making sure clients receive seamless, proactive, and thoughtful service. The attributes that we are looking for in a teammate include: • Unwavering attention to detail and accuracy, • Client first attitude, • Strong relationship management skills, • Ability to anticipate needs and think strategically, • Natural problem-solving instincts with proposed solutions in hand, • Passion for caring for and serving others, • Self-motivated, organized, and deadline-oriented, • Exceptional verbal and written communication skills, • Professional integrity and discretion in handling confidential matters, • Complete paperwork to a high degree of accuracy and in a timely manner (open new accounts, generate and process paper and electronic documents, use DocuSign), • Process account transfers (follow up to ensure assets fully transfer), • Document rationale for recommendations for IRA's, • 529 Plan accounts (open new accounts, service existing accounts, monthly automatic contributions, address changes, etc.), • Process account maintenance requests (SWP/PIP, contribution requests, ICP), • Monitor and encourage establishment of Trusted Contact record by clients (prepare and process paperwork, generate and mail introductory trusted contact letters), • Confirm client and prospect meetings (request documentation), • Attend client/prospect meetings with the Advisor, • Assist with the financial planning process (develop and execute retirement planning for clients, enter data into MoneyGuidePro, maintain plan data over time), • Monitor the firm's social media presence (create annual social media plan, recommend social media campaigns, lead social media outreach efforts), • Strong computer skills, including proficiency with CRM and MS Office Suite (Word, PowerPoint and Excel), • Strong knowledge of financial plans and financial planning software, • Attention to detail, • Possesses excellent organization and time management skills, • Superior verbal communication skills, • Works well collaboratively and independently, • Enjoy interacting with people face-to-face and over the telephone, • Handle multiple tasks/prioritize and operate under tight deadlines, • Demonstrated ability to work in a fast-paced environment, • Cultivate an amazing attitude and extraordinary client service As a Client Service Manager, you'll work alongside driven, caring professionals helping successful individuals and families pursue their dreams with clarity and confidence. Your work will directly impact clients' lives — and you'll grow personally and professionally along the way. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown and Brown is seeking a Senior Associate, Health & Benefits to join our growing team in San Diego, CA or Las Vegas, NV. As a Senior Associate, Health & Benefits, you will serve as a core member of our consulting team and a trusted advisor to mid-size and large employer clients. You will lead day-to-day project delivery and client interactions while helping drive business outcomes, contribute to strategic plan development, and strengthen long-term partnerships. This role blends client service excellence with operational execution and offers a growth path toward senior consulting leadership. How You Will Contribute • Serve as the primary or day-to-day contact for a portfolio of client relationships, with accountability for project execution, deliverables, and overall satisfaction, • Support and lead the development of multi-year benefits strategies aligned to client goals, market trends, and organizational objectives, • Facilitate vendor selection, procurement, negotiation, and implementation processes for medical, pharmacy, dental, disability, life, and voluntary benefits, • Interpret claims, pricing, and actuarial data; translate findings into actionable recommendations that improve cost efficiency, member outcomes, and plan sustainability, • Develop and deliver compelling client presentations and reports that synthesize data, policy, and strategy in clear and effective formats, • Partner with compliance, population health, pharmacy, communications, and data teams to deliver holistic consulting services and cross-functional insights, • Serve as a point of escalation for service delivery issues, collaborating with vendors and internal resources to resolve problems proactively, • Mentor and guide junior team members, ensuring quality standards, professional growth, and client responsiveness, • 6+ years of progressive experience in health & benefits consulting, brokerage, or carrier/vendor environment, • Bachelor’s degree required; advanced degree or professional certification (e.g., CEBS) preferred, • In-depth understanding of health and welfare plan design, funding, compliance, underwriting, and vendor management, • Demonstrated ability to manage complex projects, synthesize data and strategy, and communicate insights to client stakeholders, • Strong written and verbal communication skills, including ability to build trust with HR leaders, procurement teams, and C-level executives $105k - $130k Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance, • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement, • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Accounting establishes and maintains accounting policies and controls, completes technical research, safeguards the organization's assets and ensures accuracy of accounting and financial records in accordance with accounting standards. The Accounting Advisor will be responsible for managing various

In this opportunity, you will learn about sales and marketing in the financial services industry and what it takes to be a successful Financial Consultant at North Star. Additionally, you will work under the guidance and mentorship of an experienced financial advisor. Uses a comprehensive 3 phase on

As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1. At LPL Financial, we believe that everyone deserves objective financial guidance. What

As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1. At LPL Financial, we believe that everyone deserves objective financial guidance. LPL

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Job Description Role: Wealth Advisor Overview: We are seeking an experienced and client-focused Wealth Advisor to provide comprehensive financial planning and investment management services at a RIA firm in San Diego, CA. This role focuses on addressing the complex needs of high-net-worth individuals, entrepreneurs, and professional athletes. The ideal candidate is a fiduciary-minded professional who can deliver tailored strategies to help clients grow, preserve, and transfer wealth across generations. Key Responsibilities: Financial Planning * Create personalized financial plans by understanding each client’s values, goals, and complex financial situation. Investment Management * Design and implement diversified, tax-efficient investment strategies focused on long-term wealth accumulation and preservation. Retirement Planning * Develop strategies to generate reliable, tax-efficient retirement income, including tools like Roth IRA conversions. Tax Minimization * Collaborate with tax professionals to implement strategies such as tax loss harvesting to minimize long-term liabilities. Estate Planning * Assist clients in structuring the transfer of wealth and assets to future generations in a smooth and tax-conscious manner. Business Succession Planning * Guide business owners through transition strategies to ensure continuity of ownership and operations. Specialized Client Services * Address unique financial challenges such as sudden wealth events or non-traditional income structures. Our Approach: Fiduciary Standard * Operate under a fiduciary duty, always acting in the client’s best interests. Holistic, Personalized Service * Offer a broad range of services—from investment planning to education—customized to each client’s needs. Long-Term Orientation * Focus on sustainable, long-term financial strategies rather than short-term market timing or trends. Collaborative Expertise * Work within an interdisciplinary team of specialists to provide well-rounded and integrated financial solutions. Qualifications: * 5+ years of experience in wealth management or financial advisory roles * CFP®, CFA®, or other relevant certifications strongly preferred • Series 65 or 66 required Deep understanding of the financial needs of high-net-worth clients * Strong interpersonal skills and a client-first mindset * Ability to navigate complex financial situations with discretion and clarity

Job Description A Career Filled With Possibilities A career focused on helping clients achieve financial security—assisting them with planning for their children’s education, managing mortgage and healthcare expenses, and working toward their retirement goals. Whether you're starting a new path, expanding your current practice, or launching your career from the ground up, we provide the training, tools, and a diverse range of products to support your success. As a Financial Advisor, you’ll have the chance to build lasting client relationships, enjoy the freedom of managing your own career, and access upside earning potential—all while helping others navigate both the expected and unexpected moments of their financial journey. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives., • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies., • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients., • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded., • Bachelor's Degree or equivalent in work experience., • Excellent communication and relationship-building skills., • Integrity and Strong Work Ethic., • Business-Minded Spirit., • Confidence and Resilience. Competitive Advantages: • Extensive professional development, training, and mentoring programs., • Industry leader with excellent financial strength and impeccable integrity., • Innovative market development tools., • State-of-the-art financial analysis software., • Flexibility to balance career and personal needs., • Excellent compensation and benefits. Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. Job Types: Full-time, Contract Pay: $50,000.00 - $150,000.00 per year Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Life insurance, • Professional development assistance, • Referral program, • Retirement plan, • Vision insurance Compensation Package: • Commission pay Ability to Commute: • Riverside, CA Ability to Relocate: • Riverside, CA: Relocate before starting work Work Location: Hybrid remote in Riverside, CA About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.