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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.

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

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 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 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.

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

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.

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. Required Qualifications: • Active and valid FINRA Series 7, • Active and valid FINRA Series 66 (may be obtained with a 120-day COE), • 1-3 years of experience in the financial services industry, • Bilingual proficiency in English and Mandarin is required Preferred Qualifications: • Experience servicing high net worth clients, • Bachelor’s Degree, • Bilingual proficiency in English and Cantonese is preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Overview This job posting is anticipated to remain open for 30 days, from 03-Oct-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 Senior Premier Wealth Advisor, Practice Lead for Personal Strategy plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach. At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Senior Premier Wealth Advisor-Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening. This role requires a natural leader—someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Premier Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity in the Bay Area (California) area to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. The ideal candidate is located in the San Francisco Bay region in California who is excited to travel and meet with clients in person in the area. What You Will Do: • Serve as the lead advisor within a dedicated client team, working in close collaboration with a Premier Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients, • Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients, • Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive., • Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness., • Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients., • An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions., • Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans., • Effectively coordinate with advisory team and various EPW stakeholders for client-related requests., • Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources., • Travel and in-person client meetings are required to meet clients face-to-face and build strong relationships. What You Will Bring • Bachelor Degree in Business or related discipline or equivalent experience, • 10+ years related work experience in financial services and client experience, • Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required, • FINRA Series 65 required, • FINRA fingerprinting required, • CFP required or obtained within corporate established timeframe, • Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning, • Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills, • Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships, • Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients, • Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems, • Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention, • Must reside in the Bay Area and be excited to meet clients in person. What Will Set You Apart • Prior experience as a high performing Advisor & Planner in the Personal Strategy solution #PJPW #PJHTF 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 $147,600.00 - $213,975.00 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: 10-18-2025 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 DescriptionWell known interdisciplinary firm looking for a licensed architecture to join our senior leadership team with experience in healthcare and science projects, This Jobot Job is hosted by: Riley Duffy Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $160,000 - $185,000 per year A bit about us: We are a collective of forward-thinking professionals dedicated to shaping a better future for our clients, communities, and the planet. Our goal is to deliver sustainable, impactful design through creative, interdisciplinary collaboration, backed by the resources and diversity of a global firm. We value individuals who bring passion, innovation, integrity, inclusivity, and a spirit of collaboration to their work. Together, we believe there's no limit to what we can accomplish. Why join us? Health & Wellness Comprehensive coverage including medical, dental, vision, disability, and life & accident insurance to support your well-being. Financial Benefits Robust 401(k) matching, pre-tax spending accounts, and access to employee discount programs to help you plan for the future. Work-Life Balance Ask about our hybrid and flexible work options, plus benefits like paid family leave, generous vacation time, backup child and elder care, and a comprehensive employee assistance program. Professional Development Support for your growth through reimbursement for licenses, renewals, and exam fees, along with access to in-house training and career development resources. Job Details Leadership Responsibilities Provides active leadership across multiple projects and interdisciplinary teams, ensuring alignment with firm goals and client expectations. Recognized as a firm-wide expert in a specific market sector, discipline, or departmental function. Supervises, mentors, and trains team members, fostering professional growth and development. Contributes to the firm’s talent strategy by identifying and recruiting top talent—reviewing resumes, conducting interviews, and leveraging a strong professional network. Champions the integration of sustainable design strategies in all project work and supports staff development in sustainability principles. Drives innovation in practice by helping to shape new services, standards, and procedures, grounded in a strong understanding of business operations and risk management to safeguard the firm’s financial and legal interests. Practice Lead Responsibilities Provide strategic leadership and guidance to project teams in the development, production, promotion, and market positioning of SOM’s Health & Science practice, with a focus on long-term growth. Collaborate with firm-wide Health & Science leadership to shape and execute business development strategies, including market analysis, identifying new opportunities, and actively pursuing leads. Lead the implementation of client engagement strategies aligned with the Health & Science Business Plan—fostering relationships between SOM leadership and clients, and building connections with key industry organizations. Define and oversee the scope of work for healthcare planning and design projects, including coordination and review of specialty consultant scopes. Serve as a trusted advisor to project teams and clients, offering insights into emerging trends, best practices, and strategies to achieve exceptional planning and design outcomes for healthcare environments. Actively participate in project design reviews and technical discussions, ensuring alignment with programmatic and educational goals. Champion a collaborative, integrated, and data-driven approach to planning and design throughout all phases of healthcare projects. Minimum Qualifications Extensive experience in health and science planning, including space programming, stakeholder engagement, and community outreach for healthcare facilities. Professional degree in Architecture required. OSHPD/HCI experience preferred. Architectural license in the state of practice required; LEED accreditation preferred. Minimum of 10 years of relevant experience, or an equivalent combination of knowledge, skills, and abilities. Solid understanding of sustainable design principles and familiarity with LEED or other green building rating systems. Proven ability to lead project teams and manage project schedules, budgets, and program objectives. Excellent verbal and written communication skills. Proficient in Microsoft Office, Smartsheet, Adobe Creative Suite, and Google Workspace. Familiarity with Deltek Vision and Salesforce a plus. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.

Job DescriptionAbout Pine Park Health Pine Park Health is a value-based primary care practice revolutionizing healthcare for residents of senior living communities across Arizona, California, and Nevada. We empower seniors to get healthy, stay healthy, and lead lives they love through a care model designed with everyone in mind — patients, families, community staff, providers, and payers. Our innovative approach brings healthcare directly to seniors' homes, offering prevention, screening, chronic condition management, lab work, and diagnostic testing in the comfort of their apartments. With weekly community visits, our teams provide consistent care while collaborating closely with facility staff to address comprehensive health needs. We've eliminated unnecessary barriers to urgent care through same-day and next-day appointments, helping seniors avoid emergency rooms and hospitalizations. Today, over 185+ communities trust Pine Park Health, and we're rapidly expanding our reach and impact. If you're mission-driven and passionate about transforming senior healthcare, this is your opportunity to make a meaningful difference! The Opportunity We are seeking a dynamic Patient Enrollment Director in our San Francisco Bay Area market to lead patient acquisition efforts within our senior living community partnerships. This role combines healthcare expertise with genuine passion for improving senior care, focusing on building trust-based relationships and educating residents and families about the transformative value of our in-home primary care services. You'll play a pivotal role in scaling our proven care model, which has already demonstrated strong product-market fit across all the communities we serve. What you'll do • Build and maintain strong relationships with senior living community leadership teams, serving as primary liaison and presenting our care model to staff, residents, and families, • Own the complete enrollment process from lead generation through patient onboarding, executing prospecting campaigns, and on-site events to achieve monthly enrollment targets, • Serve as a trusted advisor by understanding residents' unique health needs while developing comprehensive growth strategies for each community partner, • Test and refine outreach strategies while collaborating with Marketing, Product, and Clinical teams to optimize our growth playbook, • Maintain accurate tracking of all interactions in Salesforce, facilitate smooth patient transitions, and analyze performance metrics to identify growth opportunitiesWhat we are looking for, • Bachelor's degree or equivalent experience, • 2-3 years of field-based sales, marketing, or business development experience, • Proficiency with Salesforce and data analytics platforms, • Valid driver's license with active insurance, • Strong public speaking and presentation skills, • Excellent interpersonal and empathetic listening abilities, • Comfortable with cold outreach via phone and email, • Achievement-oriented mindset with proven track record of meeting sales targets, • Ability to work independently in an entrepreneurial environment with minimal supervision, • Comfortable with rapid change and growth that comes with a scaling startup, • Experience in senior living, senior health, or healthcare sales is strongly preferred, • Familiarity with healthcare regulations and senior care industry, preferred Benefits Tailored for You and Your Family • Comprehensive medical, vision, and dental insurance for you and your dependents, • Flexible spending accounts for health and dependent care expenses, • 401(k) retirement plan to help secure your financial future, • Generous paid time off:, • 10 holidays, • 15 vacation days, • Plus paid sick leave, • 8 weeks of paid parental leave for growing families, • Travel support with mileage reimbursement for community visits, • Wellness program stipend to support your physical and mental health, • Professional development allowance Pine Park Health is an equal opportunity employer. We aim to recruit, hire, develop, compensate, and promote regardless of race, religion, country of origin, gender, sexual orientation, age, marital status, veteran status, or disability.

Job Description Vivo HealthStaff is searching for a Utilization Review RN for a hybrid position for a health plan in San Francisco. It is a hybrid position with 1-2 days per week on-site required. Collaborates with the physician, nurse case manager, social worker, and other members of the health care team to meet individualized patient outcomes. Performs concurrent, and retrospective medical record reviews based on approved screening criteria, knowledge of insurance coverage, and communication with the third-party payers. Ensures medical necessity determinations, service authorization and concurrent denials are managed effectively and financially responsibly. Education * • Valid RN license in State of California, • Clinical experience in acute care setting Required, • CPR - Cardiac Pulmonary Resuscitation CPR/BLS Preferred and, • CCM - Certified Case Manager CCM Preferred and, • Verbal and written communication skills., • Basic computer skills., • Diagnostic and problem-solving skills., • Contributes to the achievement of established department goals and objectives and adheres to department policies, procedures, quality standards, and safety standards. Complies with governmental and accreditation regulations., • Actively participates in ongoing professional enrichment and educational opportunities. Collaborates with and assists the nurse case manager and social worker to meet the patients' continuing health needs in a high quality, cost effective manner. Participates in planning rounds as needed to address and communicate issues related to acuity level of patient, LOS insurance and discharge needs., • Collects quality improvement data in accordance with approved indicators. Recognizes potential problems and makes referrals to quality improvement, risk management, safety, infection control, and other departments as appropriate., • Confers and collaborates routinely with the physician advisor, division chiefs, and attending physicians to resolve problems regarding acuity and level of care., • Evaluates concurrent and retrospective denials for appeal opportunities. May generate appeal letters based on knowledge of clinical severity and intensity., • Identifies insurance information, obtains authorization, communicates with financial counseling and assigns appropriate length of stay for admission., • Implements strategies to avoid denials including potential denial notification to attending physician. Issues letter of non-coverage for Medicare or third party payers according to policies and procedures. Communicates utilization plans to case management team., • Performs admission reviews and subsequent concurrent reviews to determine the necessity for acute care by application of accepted criteria based on age specific needs. Interacts with and assists third party payer reviewers to facilitate appropriate care and ensure payment for services. Performs concurrent and retrospective reviews telephonically as required. Completes all forms and documentation necessary to support appropriate utilization of resources., • Serves as a resource to all staff in areas of utilization review/management. Educates members of health care team through in-services, staff meetings, orientation and formal educational offerings., • Demonstrates knowledge of the dynamics of abuse/neglect, including identification and reporting laws. Coordinates with investigating law enforcement, protection agencies, hospital security, risk management, and healthcare team. Demonstrates knowledge of community resources serving the high social risk populations., • Performs other duties as assigned.

Job Description SUMMARY The Senior Development Officer, Planned Giving is a key member of the Institutional Advancement (IA) Department—an energetic and collaborative team of development professionals—dedicated to implementing a comprehensive planned giving program for the Exploratorium. This position is central to the organization’s long-term goal of increasing annual income from planned gifts and expanding the community of individuals who choose to leave a legacy with the Exploratorium. The Senior Development Officer will manage and grow a portfolio of planned giving donors and prospects, achieving both individual and team fundraising goals. The Officer will design and implement customized strategies for cultivation, solicitation, and stewardship for each prospect, while also serving as a close partner and key resource to the IA team in soliciting and securing complex planned gifts. Success in this role will require excellent communication and relationship building skills in order to develop relationships with gift planning prospects, their advisors, and families to cultivate and close complex gift plans. Furthermore, the Senior Development Officer will build strong partnerships across the Exploratorium to advance institutional priorities and strengthen philanthropic support. The officer, deeply committed to the museum’s mission, will inspire and galvanize internal and external stakeholders to achieve philanthropic goals. This position reports to the Chief Philanthropy Officer. ESSENTIAL FUNCTIONS • Responsible for developing and executing a strategic planned giving program that includes marketing, communication, solicitation plans, and stewardship practices to increase the number of planned gifts, bequests, and other legacy gifts while growing the endowment and annual fund, • Identify, cultivate, solicit, and steward a portfolio of donors and prospects with the potential to make major planned gifts or other legacy gifts, • Manage the process of planned and other legacy gifts, including the tracking of pledges and gifts and ensuring compliance by coordinating with legal and financial advisors and estate administrators, • Maintain accurate and complete records of donor contacts and communications, • Develop and maintain a comprehensive knowledge of planned giving vehicles and tax laws related to charitable giving, • Develop and implement marketing and educational events to inform donors and prospects about various gift offerings that will address their philanthropic and financial goals while providing support for the Exploratorium, • Collaborate with other development staff and key stakeholders across the museum to integrate planned giving into the overall fundraising strategy, • Research and develop detailed proposals to educate and inform prospective donors and their advisors as to the benefits of life income gifts, • Regularly meet with existing and prospective donors to provide updates on existing gifts and detailed proposals, • Achieve an annual fundraising goal as set collaboratively, growing annually as the Planned Giving program matures, from a personal portfolio of prospects and in collaboration with other IA professionals, • Adhere to IA Department’s established portfolio management practices to ensure consistent engagement, accurate tracking, and effective stewardship of donors and prospects, • Engage in the advancement goal-setting process for gift planning metrics, • Perform additional duties as assigned MINIMUM QUALIFICATIONS • Bachelor’s degree and six years of development experience with increasing responsibility in planned giving, major gifts, or related field, • Successful and demonstrated experience in devising strategies for cultivation and solicitation of major donors, • Extensive knowledge of fundraising principles, techniques and ethics; understanding of tax and estate planning laws related to charitable giving; knowledge of Bay Area philanthropic community helpful, • Experience with complex gift assets and legacy giving vehicles, including Donor Advised Funds, Charitable Lead and Remainder Trusts, and Charitable Gift Annuities, • Demonstrated ability to close major gifts ($50,000+) through leadership gifts ($1 million+) in a relationship-based culture, • Demonstrated ability to form and fully leverage cross-functional teams of colleagues, volunteers, and administrative leaders toward closure of transformational gifts, • Exceptional written and verbal communications skills, including public speaking and meeting facilitation; strong interpersonal and relationship building skills across a wide variety of constituents, • Excellent organizational and project management skills, • Ability to meet deadlines, be detailed-oriented and collaborate effectively in a team-driven environment while independently managing and prioritizing multiple projects and a robust portfolio of planned gifts, • Assist, where necessary, in the production and execution of fundraising events; willingness to work nights and weekends as needed for events, • Ability to use computer software and donor databases (Salesforce and Jira preferred), • The highest degree of adherence to professional standards of confidentiality and discretion when managing personal and sensitive information, • Ability to engage and convey pertinent information clearly and demonstrate the impact of planned gift donations on the mission of the Exploratorium, • Adept at navigating complex gift structures involving multiple stakeholders and advisors, while representing the Exploratorium’s philanthropic goals with the highest levels of professionalism PREFERRED QUALIFICATIONS • Experience fundraising in the arts, education or sciences, • Experience designing or executing communications and marketing campaigns to potential planned giving donors and/or the professional advisor community PHYSICAL REQUIREMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Ability to work at a computer terminal for long periods of time, move from place to place,, • Ability to use telephone and general office equipment, • Able to lift and carry up to 15 pounds short distances APPLICATION DEADLINE This position is open until filled HOW TO APPLY This is a regular, full-time (37.5 hours per week), exempt, non-union position that includes benefits. The salary range for this role is $53.94 to $60.00 DOE. Please, no phone calls in regards to this job. To apply, please visit the Exploratorium job page. The Exploratorium is proud to be an equal opportunity employer and values diversity, inclusion and respect. We welcome and strongly encourage applicants from all backgrounds. All qualified applicants will receive consideration for employment. Exploratorium Piers 15/17, San Francisco, CA 94111 Website: . No phone calls, please The Exploratorium is committed to an inclusive workforce. Powered by JazzHR VcP4lx5GW3

Application Deadline: 12/30/2025 Address: 801 Clement St. Job Family Group: Retail Banking Sales & Service This is a licensed position requiring the SIE, Series 6, 63, Life and Health Bilingual in English and Cantonese Language is preferred The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: • Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources., • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience., • Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success., • Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers’ financial needs., • Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life. We’ve been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! • This is a licensed position requiring the SIE, Series 6, 63, Life and Health, • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations., • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies., • Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience., • Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact., • Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities., • Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions., • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition., • Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan., • Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality., • Executes quality customer review meetings for retention and relationship expansion purposes., • Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships., • Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client., • Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies., • Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules., • Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation., • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures., • Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity., • Monitors individual exception reports and takes action to remove exceptions., • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders., • Executes work to deliver timely, accurate, and efficient service., • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus., • Exercises judgment to identify, diagnose, and solve problems within given rules., • Works independently on a range of complex tasks, which may include unique situations., • Broader work or accountabilities may be assigned as needed. Qualifications: • Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required., • 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability., • Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date)., • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies., • Excellent understanding of brokerage and insurance products., • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required., • Excellent understanding of personal trust and investment management – required., • In-depth knowledge of client portfolio management., • Technical proficiency gained through education and/or business experience., • Verbal & written communication skills - In-depth., • Collaboration & team skills - In-depth., • Analytical and problem solving skills - In-depth., • Influence skills - In-depth., • Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $69,000.00 - $127,800.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ___ BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at ___ To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ___ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

THE TEAM The mission of the Retail team is to deliver world-class client experiences. THE OPPORTUNITY Your future starts now. Join our high-performance Retail team as we deliver Everyday Luxury to the world. We’re proud to offer industry leading wages starting at $20-$30/hr with unlimited growth potential. You’ll experience a world-class Retail education. We offer a comprehensive onboarding program and ongoing opportunities for continued development through exposure and experience. As a Retail Associate within our boutiques, you will be part of the team responsible for the successful delivery of extraordinary client experiences and support to maximize on sales opportunities. And, with the skills you gain in this role, the opportunities are endless – from a rewarding career in Retail to continued growth and development with Aritzia. THE ROLES As a Boutique Associate, you will: Support the Service Counter team to enable efficient and elevated experiences Support the Atelier team to enable Everyday Luxury experiences Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you will: Sell clothes and earn client confidence through unparalleled styling expertise Deliver world-class experiences by creating meaningful, memorable moments Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia. As a Service Advisor, you will: Welcome clients Match clients with their product and direct to the right Service Counter Prepare the product to be processed Efficiently and accurately process transactions Package product for an Everyday Luxury opening experience Support operations at the Service Counter As an Inventory Associate, you will: Efficiently and accurately process incoming and outgoing shipments to and from the DC, boutique to boutique, and our clients Strategically place product in the backroom Uphold the standards of product display Enable seamlessly integrated cross-channel shopping experiences Support in the seamless operations of all aspects of the retail space across Clients, Product, Space, Risk and Operations As a Merchandiser, you will: Ensure the efficient and accurate processing of incoming and outgoing shipments to and from the DC, boutique to boutique, and our clients Strategically place product on the sales floor Translate the product story in our boutiques Validate the standards of product display Enable seamlessly integrated cross-channel shopping experiences Support in the seamless operations of all aspects of the boutique space across Clients, Product, Space, Risk, and Operations THE QUALIFICATIONS Aritzia Retail Associates have: An aspirational sense of individual style A commitment to learn and apply Aritzia's Values and Business and People Leadership principles The ability to collaborate fluently with cross-functional partners A commitment to quality and investing in results that add value to the business THE COMPENSATION The typical hiring range for this position is $20 - $30 per hour. Aritzia’s Everyday Luxury compensation package goes beyond the base salary with endless growth and recognition opportunities through our pay-for-performance philosophy. Along with aspirational workspaces, elevated employee perks and experiences - we provide it all. THE PERKS Some of the industry-leading benefits you will receive working at Aritzia: Product Discount – Maybe you’ve heard of our famous product discount? You have now. Aritzia Virtual Wellness – Because your health, happiness, and safety matter – 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial. Aspirational Workspace – Our boutiques are specially designed to be places of beauty, creativity, and inspiration. From the product to the art to the music pumping through our top-of-the-line sound systems. It’s all part of the Everyday Luxury experience you – and our clients – deserve.

Job Description Location: San Francisco (Hybrid) What is Verse? Organizations today are under growing pressure to navigate the transition to clean energy — not just to meet sustainability goals, but to manage risk, control costs, and build long-term resilience. Yet the complexity of energy markets and a lack of accessible tools have made it difficult for most companies to take meaningful action. Verse was created to change that. Our mission is to make the case for clean energy irrefutable. Through our AI-powered platform, Aria, we help organizations plan, procure, and operate clean energy to achieve their financial and sustainability goals. Verse transforms clean energy ambition into action — giving businesses the clarity and confidence to lead in a rapidly evolving energy landscape. The Role We're looking for a highly analytical, customer-obsessed Partner Success & Operations Manager to help our customers unlock the full value of the Verse platform. The ideal candidate has a consulting background and thrives at the intersection of customer experience, product strategy, and data-driven insights. You'll be the voice of the customer internally and a trusted advisor externally—ensuring our users succeed, stay engaged, and help shape the future of our product. Key Responsibilities Customer Engagement & Success • Act as the primary point of contact for key customers, and serve as a frontline when technical challenges emerge, ensuring they derive maximum value from our software., • Build deep relationships with users to understand their goals, workflows, and pain-points., • Partner with our Data Science team to conduct tailored, one-off analyses that help address customer needs and unlock new value., • Collaborate with the Product team to feed recurring needs into the product roadmap, ensuring our platform evolves in line with market demand., • Provide users with insights that inform their technical understanding of their productProactive Customer Feedback Loops, • Lead regular customer check-ins to monitor satisfaction, capture feedback, and reduce churn., • Identify patterns across accounts/users and translate insights into actionable product and business recommendations., • Champion the customer internally by articulating their needs with clarity and empathy.Project Management, • Lead regular check-ins with project leadership to track milestones, surface risks, and drive accountability, • Manage project timelines and deliverables, and provide clear status updates and reporting to company leadership, • 4+ years of experience in a top-tier consulting firm or in a similarly rigorous, analytical, and stakeholder-facing role with a strong track record of problem solving and cross-functional collaboration., • Prior experience working in the renewable energy space is required, • Proven ability to manage complex projects end-to-end, driving execution across teams and delivering results on time., • Customer-first mindset with the ability to listen, empathize, and translate feedback into actionable recommendations., • Strong communication skills – able to engage technical and non-technical audiences with equal fluency., • Data-savvy and detail-oriented, comfortable working with analytics teams and distilling insights from data., • Collaborative and proactive, excited to work across functions in a fast-paced, mission-driven environment., • Lead with Empathy: We lift each other up with humility and kindness, always putting colleagues and customers first, • Be Honest & Transparent: We prioritize effective communication to build trust with our team, customers, and stakeholders, • Move with Balance & Precision: We believe speed and perseverance must be accompanied by thoughtfulness and reflection $180,000 - $200,000 This is the estimated base salary range for this position, which does not include the value of benefits or a potential equity grant. A wide range of factors are considered in making compensation decisions, including but not limited to skill sets, market conditions, experience and training, licensure and certifications, and business and organizational needs. Benefits and Employee Perks • Competitive compensation and equity grant at a high-growth start up, • Comprehensive benefits package including medical, dental and vision insurance, and 401k, • Flexible hours and unlimited PTO

Job Description Transform how the world's banks serve their customers Prelim is revolutionizing how financial institutions onboard and serve their customers. Our platform powers critical banking operations for institutions across the world, from community banks to some of the largest financial institutions. We're a fast-growing, remote-first startup with a simple mission: make banking more accessible for everyone. Why We're Looking for You We're looking for an Implementation Associate to join our growing team and help banks successfully launch and optimize their digital banking experiences. This is a hands-on role where you'll configure banking workflows, manage client relationships, and directly impact how millions of customers interact with their financial institutions. As an Implementation Associate, you'll be the bridge between our powerful platform and our clients' vision, turning complex banking requirements into seamless digital experiences. Key Responsibilities * Configure and customize banking workflows including account opening, onboarding, maintenance, and lending applications using our no-code platform * Build forms, set up integrations, and create business rules that meet specific regulatory and operational requirements * Lead client calls and manage multiple concurrent implementations with competing deadlines * Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes * Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomes * Provide strategic insights and feedback to product teams, contributing to ongoing platform improvements and innovation * Build and maintain strong relationships with banking executives and operations teams across multiple client organizations What We're Looking For * Strong problem-solving skills with meticulous attention to detail * Excellent communication abilities - you can explain technical concepts to non-technical stakeholders * Ability to manage multiple projects simultaneously and thrive under pressure * Quick learner who can master new technical concepts independently * Authorized to work in the United States and located within the continental United States Nice to Haves * Experience with no-code/low-code platforms or workflow automation tools * Technical skills in a scripting language * Previous consulting or professional services experience About Prelim: At Prelim, you'll join a remote-first company that's experiencing explosive growth, we're doubling revenue year-over-year while maintaining profitability. This isn't just another startup; it's a fast-paced learning environment where you'll receive mentorship from experienced team members and gain exposure to all aspects of the business. We offer clear career trajectories with paths to Senior Implementation Associate and team leadership roles, giving you real opportunities to advance as we scale. Your growth is a priority here, and we'll invest in your development as you take on increasingly complex challenges. Most importantly, you'll be part of a mission-driven team working to democratize access to banking services. Your work will make a tangible difference in how financial institutions serve their communities. If you're looking for a place where your contributions have immediate impact and where you can build a meaningful career, Prelim is where you belong. Prelim values diversity and inclusion; people of all backgrounds are welcome to join our mission to transform banking. Compensation Range: $100K - $120K

Job DescriptionSalary: DOE About Visions Visions Management began in 2007 with the goal of reimagining the experience of move management, space planning and FF&E services for our clients. To meet this goal, we built a diverse team of experts from varied backgrounds. Visons is a Certified Women Business Enterprise, Small Business, San Francisco Local Business Enterprise and EcoVadis Silver Medalist (Universal Sustainability Award). We are dedicated to fostering a diverse and inclusive environment and believe that diversity drives innovation and creativity, making us stronger as a team. We actively seek unique perspectives and experiences, understanding that they enrich our work and help us better serve our clients. We believe company culture is key to the professional and personal growth of our employees. Visions Management is committed to inspiring our people as a family first company offering an environment that promotes continued education, training, coaching, creativity and bringing ideas to life. We look forward to learning about you! About the Role We are seeking a Sales & Business Development Manager to expand Visions Managements presence across Life Sciences and Corporate Workplace Services accounts. This role is responsible for enterprise-level business development, strategic account growth and sales leadership, with a dual focus on new client acquisition and strengthening existing partnerships. The ideal candidate is a proven enterprise sales leader with strong financial acumen, who thrives on building trusted partnerships, mentoring internal teams, and driving sustainable growth through tailored solutions and disciplined execution. Position Goals • Pipeline: Build and maintain a robust pipeline of qualified opportunities within the first 90 days., • Revenue Growth: Secure new client engagements across life sciences, biotech, and workplace services within the first year., • Financial Results: Consistently meet or exceed annual revenue and margin targets., • Account Expansion: Strengthen relationships with existing accounts to expand services, revenue streams and client lifetime value., • Visibility: Increase Visions visibility through networking, industry events and partnerships., • Enablement: Drive adoption of CRM, analytics, and AI-enabled tools to improve forecasting accuracy, profitability analysis, and client insights. Responsibilities • Business Development & Sales, • Lead enterprise-level sales cycles, from prospecting to negotiation and closing, ensuring profitable contract structures and sustainable growth., • Strategize and qualify opportunities through outreach, referrals, networking, market research, and industry intelligence., • Develop compelling proposals, presentations, and pitches tailored to client needs., • Implement and optimize CRM and sales technology platforms to improve pipeline visibility, forecasting accuracy and ROI measurement., • Evaluate and deploy AI-enabled tools to strengthen client personalization and sales decision-making., • Client & Market Engagement, • Serve as a trusted advisor by aligning Visions services with clients evolving financial, operational and compliance priorities., • Leverage knowledge of Visions full stack of services portfolio to identify cross-sell opportunities and expand account profitability., • Actively participate in industry associations, conferences, and events to build relationships and enhance brand visibility., • Use CRM and analytics to track client engagement, margins and revenue performance., • Collaboration, Leadership & Internal Alignment, • Partner with leadership to align enterprise sales strategy with company growth, profitability, and operational excellence., • Provide financial acumen in evaluating pricing models, revenue forecasts, and profitability analysis to inform business decisions., • Collaborate with Marketing and Operations to strengthen pursuit strategies, sales collateral, and business development initiatives., • Maintain competitive intelligence on trends in project management, managed services, life sciences and workplace services. About You You are a natural relationship builder and enterprise sales strategist who thrives on connecting with senior decision-makers, identifying opportunities, and driving measurable business results. You combine financial discipline with sales leadership, bringing both rigor and creativity to growth strategies. You are comfortable working independently to move deals forward, while also collaborating closely with leadership to ensure client success. You are excited to represent a woman-owned, values-driven company where culture, community service and sustainability matter as much as business growth. Requirements - • Bachelors degree in Business, Marketing, or related field (MBA preferred)., • 7+ years of experience in business development, sales or account management, ideally within life sciences, corporate real estate, facilities management, workplace services or closely related field., • Proven track record of building and closing business with enterprise clients., • Strong networking and relationship-building skills, with a consultative sales approach., • Excellent communication, presentation and negotiation skills., • Self-started with the ability to work independently and collaboratively.

Job DescriptionThe Organization The PopHealth Learning Center (“PHLC”) is a California Social Purpose Corporation (SPC) committed to transforming how health care is delivered and experienced across California’s safety net. Established to prioritize social impact over profit, the organization is grounded in a mission to advance health equity and support community-centered approaches to care for those historically underserved. PHLC is focused on strengthening the infrastructure required to advance equity-focused transformation in primary care and population health. This includes designing and managing large-scale practice transformation initiatives, delivering technical assistance through virtual learning environments and peer-based engagement, and supporting alignment across systems, funders, and care delivery partners. We serve as a strategic partner to organizations and institutions committed to advancing health equity, with all efforts grounded in a shared goal: building a more just, coordinated, and person-centered healthcare system that better serves communities historically marginalized by existing models of care. The Position The PopHealth Learning Center is seeking an experienced, entrepreneurial, hands-on and strategic Senior Director of Finance to lead the development and management of our financial infrastructure during a pivotal period of transformation and growth. This individual will be responsible for building robust systems that ensure transparency, compliance, and long-term financial sustainability. They will also play a significant role in fostering a values-driven organizational culture and supporting the Learning Center’s long-term vision. This is a unique opportunity to shape the financial infrastructure of a nimble, mission-driven, high impact start-up organization playing a key role in health system transformation in a dynamic time of change and challenge. Key Responsibilities Strategic Financial Leadership and Oversight • Lead the development, implementation, and maintenance of financial systems and strategies that supports a nimble, high-impact start-up culture and aligns with PHLC's mission and goals, ensuring the organization’s long-term financial sustainability., • Oversee all aspects of financial planning, including accounting, budgeting, reporting, and forecasting, to ensure fiscal transparency and support financial management and operational effectiveness., • Develop and manage contract and grant budgets, ensuring alignment with program goals, compliance with funding terms, and clear reporting to our funding partners., • Partner with program teams to prepare accurate financial documentation for proposals, grant applications and, reporting requirements., • Develop, establish and refine financial systems, tools, and policies that support the Learning Center’s intermediary model and evolving business needs, ensuring scalability and adaptability., • Collaborate with the PHLC’s Senior Leadership Team to develop real-time financial analytics and dashboards that inform strategic decision-making and enhance financial performance., • Provide leadership and guidance on funder-specific reporting requirements, annual audits, and the preparation of financial statements to meet compliance standards., • Serve as a strategic advisor to the Senior Leadership Team, advising on the financial implications of strategic decisions., • Partner with senior leaders to align financial, operational, and programmatic strategies, driving the achievement of the Learning Center’s overarching objectives., • Support cross-departmental collaboration by ensuring financial systems and processes enable efficient and effective workflows across the organization., • Ensure compliance with all applicable federal, state, and local laws and regulations., • Lead the independent financial operations, including payroll systems, accounting systems, insurance coverage, and contract management processes., • Establish financial policies and internal controls to safeguard the PHLC’s assets and mitigate financial risks., • Conduct regular risk assessments and financial audits to identify potential vulnerabilities and implement corrective actions as needed., • Foster a collaborative and inclusive environment that supports professional growth and development., • Promote a culture of continuous improvement by identifying opportunities to enhance financial processes, systems, and team capacity., • Provide financial training and guidance to non-financial staff and program teams to build financial literacy and ensure alignment with financial goals., • Bachelor’s degree in finance, accounting, or a related field required; MBA, MPA or CPA preferred., • 7–10 years of progressive financial leadership experience, ideally in a start-up or mission-driven setting., • Demonstrated expertise in designing and implementing financial systems, policies, and tools that support organizational growth and adaptability, preferably in a start-up setting., • Proven ability to manage complex budgets, conduct financial forecasting, and oversee audits and tax reporting with a focus on transparency and accuracy., • Strong understanding of compliance requirements for organizations managing diverse funding sources, including contract and grant management, and tax regulations., • Exceptional communication and leadership skills, with the ability to engage and inspire diverse stakeholders at all levels of the organization., • Thrives in a start-up environment where the work is constantly evolving and changing., • Commitment to advancing health equity and supporting underserved communities through effective financial stewardship., • Willingness/ability to work in-person in our Oakland, CA-based offices. Preference will be given to candidates located in the Bay Area and/or in California. Applications will be evaluated on a rolling basis. Compensation & Benefits The salary range for this position is $190,000 - $250,000. PHLC offers a generous benefits package that reflects our commitment to team member health and wellness. Our benefits package includes comprehensive medical, dental, and vision insurance, paid time off, life and disability insurances, a retirement plan, annual wellness days, and other resources designed to support the passion, commitment, and energy that is vital to our team members. The PopHealth Learning Center is an equal opportunity employer that does not discriminate on the basis of race, color, religion or belief, disability, gender, nationality, ethnicity, sex (including pregnancy, childbirth, or related medical conditions), gender identity or expression, sexual orientation, or any other status protected by law. Black, Indigenous, Latinx and other people of color, and LGBTQIA+ people are strongly encouraged to apply. Reasonable accommodation will be made so that qualified disabled applicants may participate in the application process. Please advise in writing of special needs at the time of application Powered by JazzHR EoArcG4aEw

Job Description Pitcairn’s innovative Shared Single Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support. PRIMARY FUNCTION: The Manager, CFO Services is responsible for delivering and overseeing comprehensive accounting, reporting, tax, investment, and compliance services for ultra-high-net-worth families and their related entities. This individual supervises staff, manages outsourced service providers, ensures compliance with all regulatory requirements, and collaborates with other members of the client service team and coordinates with external advisors to provide a wide range of financial services to family office clients. RESPONSIBILITIES: • Act as a trusted advisor by coordinating with internal and external professionals across tax, estate planning, trust, insurance, and investment disciplines to deliver integrated solutions., • Supervise, train, and mentor accounting and administrative staff; manage outsourced service providers, collaborate with third party partners and ensure strong client service orientation. Deliver tailored financial and client reporting packages, ensuring clarity, accuracy, and transparency., • Support financing, acquisitions, and management of real estate and other family holdings., • Oversee accounting and reporting functions for individuals, trusts, LLCs, partnerships, pooled investment vehicles and related entities., • Manage monthly, quarterly and annual close and reporting processes, including coordination with outsourced General Ledger providers., • Prepare and review financial statements, including income statements, balance sheets, cash flow, and budget-to-actual reports., • Ensure accurate income and expense coding, reconciliations, and proper documentation of accounts and investments., • Enhance and implement financial systems, processes, and internal controls to ensure efficiency, accuracy, and compliance., • Manage budgeting, forecasting, and financial planning at both consolidated and entity levels., • Analyze financial results, cash flow, and variances, providing actionable insights for decision-making., • Develop and maintain liquidity and cash flow strategies aligned with family needs, portfolio requirements, and Investment Committee guidance., • Support liquidity planning and capital allocation in line with family needs and investment committee decisions., • Ensure compliance with SEC, RIA, federal, state, and local requirements, while also adhering to internal policies, control frameworks, and information security protocols to safeguard privacy, financial data and maintain operational integrity., • Oversee the tax process across entities, including coordination with third-party tax preparers and administrators to ensure timely and accurate filings, compliance, and strategic tax planning., • Oversee timely filing of tax returns and related payments, entity-related fees, property taxes, and 1099 reporting., • Track tax basis of assets and investments, maintaining accurate documentation., • Manage external audits and maintain strong internal controls to safeguard assets and ensure audit readiness., • Perform other duties as assigned for the efficient operation of the department., • Oversee financial risk management practices, including identifying reporting, operational and investment-related risks, ensuring appropriate controls are in place, and aligning risk mitigation strategies with the firm’s fiduciary and compliance standards., • Facilitate the firm’s KYC/AML processes, ensuring adherence to regulatory standards and maintaining robust documentation and verification protocols., • Provide administrative oversight for pooled investment vehicles, acting as internal administrator while coordinating with external fund administrators to ensure accurate reporting, compliance, and operational efficiency., • CPA preferred., • A minimum of seven years of hands-on experience in public and/or general accounting or related field., • Demonstrated leadership of people., • Excellent interpersonal skills, and good business acumen., • Strong analytical and problem-solving ability., • Organized, detail/deadline oriented, able to multi-task and function as a team player with a solid work ethic and positive attitude., • Proactive approach to continuous improvement, with a demonstrated ability to identify and implement enhancements to financial systems, reporting processes, and operational workflows., • Experience with Microsoft automation and data tools, including Power Query, Power Pivot, and Power Automate, with the ability to streamline processes and enhance data workflows. Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table., • Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives., • Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime., • See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 Meet Our Local Team: Michael Byrne Managing Partner: • Time with NM: 18 years., • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner., • Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.Marlin Adams District Director & Financial Advisor:, • Time with NM: 15 years., • Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022., • Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league.Rocio Tapia, CFP Financial Advisor/Growth & Development Director:, • Time with NM: 17 years., • Prior Experience: Began as a Northwestern Mutual intern in 2008 while attending San Jose State University, graduating with a degree in Business Finance. Transitioned to full-time advisor that same year and has since held multiple director roles., • Passionate About: Lives in Redwood City with her husband and their two children. Born in Mexico and raised in the Bay Area, she loves traveling internationally with her family, visiting destinations such as Mexico, Costa Rica, Denmark, Thailand, Iceland, and the Philippines. Upcoming trips include Japan and Europe.Rahni Simpson Financial Advisor:, • Time with NM: 8 months., • Prior Experience: Graduated from the University of Charleston with a degree in Music Performance. Founded an entertainment LLC blending drag performance with merchandise sales, with a focus on service industry professionals, creatives, and LGBTQ+ individuals., • Passionate About: Enjoys cooking, family time, and helping performers and creatives achieve financial security with tailored strategies for unpredictable income.About Us: Northwestern Mutual San Francisco is a Top 10 Network Office recognized for excellence in advisor development and leadership in diversity, equity, and inclusion. Our mission is to help advisors and clients grow with intention, creating lasting financial security through integrated planning. Honored with awards such as the WealthManagement.com DEI Finalist, Forbes Best-In-State, and Training Magazines APEX Award, we combine industry-leading training with a strong commitment to community investment and inclusive leadership. Position Responsibilities for a Financial Planner: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local, supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description We are seeking a strategic and commercially minded Senior Manager to join our Product & Payment Services Risk (PPSR) function. As Senior Manager, you will own the regional Risk Operating Plan, leading the Go-To-Market (GTM) strategy for risk managers, ensuring alignment with global objectives while delivering measurable improvements in risk governance, operational excellence, and customer experience. In this role, you will work across regions with risk leaders, product teams, sales, and other business units to identify, assess, and implement initiatives that strengthen our payment services and product risk posture. You will also be responsible for other high-impact PPSR strategic initiatives, driving innovation and best practice adoption across the business. Key Responsibilities Strategic Risk Leadership • Develop, own, and execute the Risk Operating Plan in alignment with global PPSR priorities., • Lead the GTM strategy for risk managers, ensuring consistent positioning, stakeholder engagement, and delivery of risk priorities as it pertains to fraud management., • Drive additional strategic PPSR initiatives such as framework enhancements, modernization, and risk technology enablement., • Partner with product teams to embed fraud risk considerations into product design, development, and lifecycle management., • Work with sales and commercial teams to facilitate risk considerations as part of the client engagement model., • Coordinate with regional and global risk leaders to share best practices and harmonize approaches., • Act as a trusted advisor to senior leadership, translating complex risk insights into clear, actionable recommendations., • Conduct targeted risk assessments to address emerging threats in payment services and product offerings., • Lead process improvement programs leveraging data insights, industry benchmarks, and regulatory trends. Basic Qualifications: • 9 or more years of relevant work experience with a Bachelor’s Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD, • 1-2 years business experience in Payments/ Banking / Consulting organizations., • Knowledge of Visa’s Risk and Fraud Management Solutions is a plus, • Visa and Payments industry experience will be considered as an asset but not essential, • Track record of developing and communicating execution plans, building relationships across global teams and key stakeholders to achieve business goals, • Must have a Can do attitude and will do what it takes in order to move a program forward, • Excellent verbal and written skills. Demonstrated ability to effectively communicate complex technical and business issues and solutions to a variety of stakeholders, • Knowledge of Microsoft Dynamica, PowerBI and AI tools, • Strong presentation skills, comfortable presenting materials and POV, • Ability to work with a sense of urgency, and deliver under tight deadlines/time frames, • Ability to work independently within a complex and often ambiguous environment, • Ability to handle multiple projects and synthesize data Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 130,600.00 to 233,100.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job Description The Practice Leader Platform Engineering will be responsible for shaping and executing the strategic vision for our engineering consulting practice. The practice focuses on helping our clients accelerate their product development & innovation, application development, and digital transformation initiatives. The successful leader will be key to expanding the organizations engineering competencies, lead high-performing teams, build strong client relationships, and ensure the delivery of scalable solutions. Key Responsibilities: Strategic Leadership & Growth: • Develop and execute the strategic roadmap for the Platform Engineering Consulting practice ., • Identify market opportunities, emerging trends, and new business areas to drive revenue growth., • Act as a trusted advisor to clients, understanding their business needs and delivering tailored engineering solutions., • Collaborate with executive leadership to align the practice strategy with overall company goals., • Oversee the development of proprietary tools, frameworks, SDKs, etc., to enhance service delivery and competitive advantage - extensible, scalable components that accelerate development at client site, • Ideate, prioritize, and secure budgets for building accelerators that drive market differentiation, • Identify and nurture strategic partnerships with established and emerging software providers to build consulting/SI competencies, • Business Development & Client Engagement:, • Establish and maintain strong relationships with key clients, industry partners, and stakeholders., • Support pre-sales efforts, including proposal development, technical presentations, and client negotiations., • Lead a team of experienced managers and individual contributors - engineers, architects, and project managers. Define clear performance objectives and provide ongoing feedback to support team development., • Champion a collaborative and inclusive culture that drives innovation and excellence., • Ensure that all projects and engagements adhere to the highest standards of quality, scalability, and performance., • Implement best practices, methodologies, and governance frameworks to optimize delivery processes., • Support practice financial performance, including budgeting, forecasting, and profitability analysis. Comment by Ravi Singhvi: Revisit., • Stay abreast of the latest industry trends, technologies, and best practices in product and platform engineering., • Drive innovation initiatives and promote the adoption of new technologies and methodologies. Education: Bachelors or Masters degree in Computer Science, Engineering, or a related field. Experience: Minimum of 10 years of experience in engineering domains within IT consulting, with at least 5 years in client facing, leadership roles Extensive track record of building software frameworks, components, SDKs, etc. Proven track record of driving supporting business growth and managing P&L for a technology services practice. Technical Skills: Deep understanding of modern software development practices, cloud computing, microservices architectures, DevOps, and agile methodologies. Familiarity with digital transformation initiatives and emerging technologies such as AI, IoT, and data analytics. Communication & Business Acumen: This is a client facing role. Excellent communication, negotiation, and presentation skills are a must. Ability to work effectively in a fast-paced, dynamic environment. Strong strategic thinking, problem-solving, and decision-making skills. Required Citizenship / Work Permit / Visa Status Candidate must have authorization to work in the United States. No visa sponsorship Must-Haves Minimum 10 years of experience in engineering domains within IT consulting. Minimum of 5 years in client facing, leadership roles within IT consulting. Extensive track record of building software frameworks, components, SDKs, etc. Track record of supporting business growth and incremental revenue for a technology services Ability to travel to client-site occasionally This is an external facing role. Excellent communication, negotiation, and presentation skills are a must.

Job DescriptionThe Sierra Pacific Synod of the Evangelical Lutheran Church in America (SPSELCA) is comprised of approximately 180 Evangelical Lutheran Church in America (ELCA) congregations and mission congregations located in northern California and northern Nevada. The Synod, a faith-based non-profit organization, supported by an elected Bishop and synod staff located in the east bay. Reporting to the Bishop, the Director of Finance will oversee the incoming and outgoing finances of the Sierra Pacific Synod, including supervising financial staff related to, accounting, and finance best practices, nonprofit and donor reporting. Working closely with the Synod Treasurer build and develop annual budgets, lead audits and reports to the bishop, council, and synod assembly. The ideal candidate should have an interest in the work of the Evangelical Lutheran Church in America and possess a degree/education in a closely related field. Responsibilities within the office may be added to this position depending on business needs. Must be reliable, punctual, organized, and have demonstrated ability to juggle multiple priorities in a busy office. Have the willingness and ability to work outside of standard work week office hours and days to accommodate the needs of the business. Excellent analytical, budgeting, and financial trend analysis skills, knowledge of accounting and report production, knowledge of computerized accounting software programs within a faith-based non-profit setting, policy analysis and interpretation. Possession of excellent interpersonal skills, and familiarity with human resources and financial databases, Word, Excel, Power Point, and Outlook are required. Responsibilities: Financial · Review, process, and approve preparation and finalization of monthly and annual financial reporting materials and metrics for Bishop and Synod Council, monitors cash flow to meet obligations · Oversee the review, process, and approval of income/receipts, invoices for payment, payroll, and other items · Oversees the completion of bank reconciliation statements, recording of investment activities, and other endowment activities/opportunities · Oversees, maintains, and develops vendor contracts and manages vendor contact, including liaison with other staff vendor needs. · Coordinates budgeting, financial forecasting, and cash flow for administration, existing programs, and proposed new sites. Throughout the budget process, liaison with the Bishop, Synod Treasurer, Synod Council, and Finance/Investments Committees, and others as needed. · Assist in coordinating and leading the annual audit activities in partnership with the Bishop and Synod Treasurer. Throughout the audit process, liaison with external auditors, Bishop, Synod Treasurer, Synod Council, and Finance/Investment Committees, and others as needed. Payroll and Benefits · Assists in providing administrative leadership and management for staffing needs including, but not limited to payroll, onboarding/off boarding staff, arrange for annual mandated trainings, updating personnel policy manual, proper maintenance and retention of all personnel files, and other key personnel related documentation and events Administration (financial) Ensure that the synod is compliant with applicable state laws in both California and Nevada, GAAP/GASB. Defines the process and implements infrastructure/systems needed to enhance and support the financial mission and goals of the Sierra Pacific Synod in a responsible and substantial manner. · May serve as an advisor for various committees at the request of the Bishop · Participates in most staff meetings and retreats · Ability to liaison with legal consultants on various matters · Develop successful and trusting relationships with staff and members of the Synod Council and Executive Committees and create and sustain an environment that supports these relationships Property · Maintains an inventory of synod property and equipment and a record of purchases of major assets (property and equipment) · Maintains insurance policies for all synod related business, assets, and other properties as required · Coordinate property appraisals with Property Management Committee · Work with Director of Operations to ensure property deeds from acquisition and sale of properties are property stored in a secure location · Participate in coordination with the Bishop, Synod Council, and other designees in the matters of synod preservation and administration of congregations. Ideal Qualifications: · Minimum of a BA degree with a focus in Business Administration, Finance, Accounting, or related field. The ideal candidate will have an MBA/CPA · At least five to seven years of overall professional experience; preferably with broad financial and operations management experience · The ideal candidate has experience of final responsibility for the quality and content of all financial data, reporting and audit coordination, has worked for/with a faith-based non-profit organization and overseen a human resources function previously · Ability to translate financial concepts to effectively collaborate with key members of the synod who do not necessarily have finance backgrounds · Commitment to maximize individual and organizational goals including articulating and supporting best practices · A successful track record in setting priorities; keen analytic, organization and problem-solving skills which support and enable sound decision making · Excellent communication and relationship building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders · A multitasker with the ability to wear many hats in a fast-paced environment · Ability to work extra hours, travel, participate in meetings, including overnight meetings, anywhere within the synod’s territory · Possesses a valid California driver’s license · Personal qualities of integrity, credibility, and dedication to the mission · Ability to keep confidentiality -- contribution and other personal information is confidential · Willingness and ability to recognize directives from superiors and understand boundaries Paid Time Off (PTO) Synod Policy – 2 weeks’ vacation; 1 sick day accrued per month or 12 days in a year) Synod will review current policy to allow PTO as well as other current benefits. Benefits - Medical, Dental, Vision, Retirement Portico benefits including health, life, and retirement as well as State disability. Employer paid retirement contribution at 10% of annual salary Options to participate in employee paid other benefits provided by Portico Benefits Travel Arrangements/Reimbursements Expenses include mileage or flight costs, per diem rates for meals, hotel stay. Prior coordination and approval from the bishop is required for all scheduling of travel and reimbursable expenses · Participate in a Synod event/assembly, or be with a congregation Continued Education Support Budget of $1,000/year towards program for continued education selection and approval coordinated with the bishop Full reimbursement of travel expenses, food, and lodging during continued education 5 working days/year given to continued education time Sierra Pacific Synod is an equal opportunity employer. All applications will be accepted and reviewed. (Applicants from an ELCA Lutheran faith community are desired). Applicants must submit to a background check (criminal and financial) and reference check before employment can be offered. Employment in this position is at-will.

Job Description Mochi Health's mission is to be the discovery layer of healthcare. We are building a platform that makes it easier for patients to find the right providers, access the right medications, and take control of their health with transparency and trust. Over the past few years, we have experienced rapid growth by combining operational excellence, clinical expertise, and innovative technology to deliver care that is more human, intuitive, and effective. From pharmacy pricing transparency and personalized medication management, to long-term medical record access and community-based chronic illness support, Mochi is creating a new model of care that empowers patients, providers, and pharmacies alike. We believe the future of healthcare is personal, and we are building the technology to power it. At Mochi Health, you will join a team that values inclusivity, collaboration, and bold thinking, and you will have the opportunity to do the most meaningful work of your career. $100,000 - $175,000 Full-time / Onsite About The RoleMochi is looking for a skilled and proactive executive assistant to support our CEO in San Francisco. In this role, you'll handle scheduling, communications, and note-taking, ensuring the day-to-day operations run smoothly. You'll be joining a team that values excellence and shares a deep commitment to advancing health care. The right candidate will thrive in a fast-paced start-up environment, be a strong communicator and problem-solver, and have an impeccable eye for detail. Key responsibilities include managing the CEO's calendar, organizing both virtual and in-person meetings, and coordinating travel arrangements. If you're passionate about innovative health care solutions and have experience working under pressure with diverse executive leadership styles, we'd love to connect with you. What You'll Do • Handle highly confidential information and documents with discretion and confidentiality, • Amplify the impact of the CEO, by seeing the bigger picture, driving new initiatives, and proactively solving challenges before they occur, • Manage external relationships, including press, partners, customers, and other influencers, • Handle logistic and administrative tasks, including scheduling, booking travel, event planning, managing expenses and budgets, and more!, • Coordinate meetings including off-sites, staff meetings, and all-hands including attendee communications, venue management/coordination, audio/video set-up and management as needed, catering and program material preparation, • Act as a trusted advisor/counsellor, offering an additional perspective on key matters, • Note-taking in meetings, • Proactively manage communication, and respond to urgent inquiries from internal / external stakeholders on the executives' behalf, • Operate with exceptional attention to detail. Anticipate potential changes or shifts in priorities amidst simultaneous demands for attention, • Organize and compile exec presentations, • Track and drive completion of key deliverables, proactively following up on outstanding items as needed, • You must be available to work one or two evenings per week and the occasional weekend.Who You Are, • 3-5+ years of experience as an Executive Assistant supporting senior executives in a fast-paced, high-growth environment and understand the demands of a scaling business, • Very high degree of integrity when dealing with confidential and sensitive information, • A strong team player with the capacity to collaborate effectively across teams, internally and externallyComfortable working under pressure while juggling multiple deadlines, last minute requests, and competing priorities, • Highly responsive, operates with urgency, proactive, and extremely professional with clear, concise communication skills, • Thrives in ambiguity, demonstrates resourcefulness and knows how to get to an answer; ability to context switch, • Operate autonomously in a fast paced environment, dynamic environment, • Strong calendar management and prioritization skillsExceptional attention to detail, • Advanced proficiency and fluency with Gmail, Google Calendar, and other Google Suite products as well as key applications such as Google Meet 🥗 Daily Meals and Espresso Bar - Breakfast, lunch, and dinner every weekday. Our on-site barista keeps the espresso and matcha flowing all day 💰 Pre-Tax Commuter Perks - Save on transit and parking through pre-tax commuter benefits 💸 Top-of-Market Compensation - We offer competitive salaries along with generous equity packages so you can share in the success you help create 💣 Profitable and Rapid Growth - We're scaling fast, with financial discipline and long-term vision. No VC constraints, just sustainable momentum and smart decisions 🚀 High-Impact Work - Help shape the future of digital healthcare. Your work here directly improves lives and scales nationwide 👩️‍💻 World-Class Team - Collaborate with teammates from Tesla, SpaceX, Citadel, Harvard, IIT, and more. We value excellence, humility, and empathy in equal measure ✨ Comprehensive Benefits - 401(k) with match, generous time off, life insurance, and high-quality medical, dental, and vision plans 💊 Mochi Health Membership – We cover your monthly subscription fee so you can experience the same care as our patients (medications not included) 🌴 Time to Recharge – Enjoy unlimited PTO, generous company holidays, and true flexibility. We trust you to take the time you need to rest, reset, and thrive 🧘 Wellness First – From weekly mindfulness sessions to group workouts and fitness perks, your physical and mental health are top priority 🎉 Team Socials and Community - We make time to connect through regular socials, happy hours, and spontaneous events. Our stocked kitchen doesn't hurt either 📍 Downtown SF HQ - Our San Francisco office is just steps from BART, Muni, and great food. It's designed for deep work and casual collaboration -- The base salary for this full-time position ranges from $100,000 to $175,000, in addition to equity benefits. The salary range listed in each job posting represents the minimum and maximum targets for new hire salaries across all locations. Actual compensation within this range is determined by various factors, such as job-related skills, experience, relevant education or training, and location. LI-Onsite Workplace Policy Mochi Health is an in-person company based in San Francisco, CA. Our team works together in person five days a week to foster collaboration, innovation, and strong connections. We believe that face-to-face interaction builds a culture of excellence and allows us to deliver the best outcomes for the patients and providers we serve. For office-based roles, the standard schedule is Monday through Friday, 9:00 a.m. to 7:00 p.m. Actual hours may vary depending on business needs and role responsibilities. All employees receive meal and rest breaks in accordance with applicable state and local laws. For designated remote roles, this in-person policy does not apply. Equal Opportunity Mochi Health is an Equal Opportunity Employer. We make all employment decisions based solely on merit. We provide equal employment opportunities to all applicants and employees without discrimination on the basis of race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, disability status, or any other applicable legally protected characteristic. We prohibit any form of discrimination or harassment. This policy applies to all terms and conditions of employment, including hiring. Candidate Privacy Notice Please review Mochi Health's Candidate Privacy Notice here. Accommodations Mochi Health complies with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local laws. We will reasonably accommodate qualified individuals with a disability during the application process and throughout employment as required by law. If you need any assistance or accommodations due to a disability, please contact us at .

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionSalary: $201,000 - $221,000 Head of Finance Location: San Francisco, CA (Hybrid at least two in-office days/week) Reports to: Executive Director Are you a mission-driven financial and strategic leader who thrives as a thought partner and trusted advisor? Do you bring a big-picture mindset, strong financial acumen, and a passion for strengthening nonprofit organizations from the inside out? Are you energized by the opportunity to work closely with a dynamic Board of Directors and Executive Director to shape long-term financial strategy, ensure operational excellence, and drive impact? If so, we invite you to bring your vision and collaborative spirit to the Immigrant Legal Resource Center (ILRC) as our next Head of Finance. Who We Are: The ILRC is a nationally recognized nonprofit headquartered in San Francisco with staff in Washington, D.C., Texas, Southern California, the Central Valley, and Washington State. Since 1979, our mission has been to educate, support, and empower immigrants, community organizations, and legal practitioners to build a more just, inclusive, and democratic society. Our team is passionate, collaborative, and committed to equity and innovation in all we do. The Opportunity: The Head of Finance plays a pivotal leadership role at the ILRC. This position blends strategic finance, operational leadership, and cross-functional advising to guide the organization's growth and long-term sustainability. Reporting directly to the Executive Director and serving on the senior leadership team, this executive-level leader is responsible for financial stewardship, organization-wide financial strategy development, and operational alignment. This role will provide high-level counsel to the Executive Director, collaborate deeply with senior leaders and other staff across departments, and act as the primary staff liaison to the Finance and Audit Committees of the Board. This is more than a finance role; it is a core leadership & strategic position driving ILRCs effectiveness, equity, and resilience into the future. Key Responsibilities: Strategic and Financial Leadership • Serve as a core member of the senior leadership team (internally known as Operations Team), contributing to organization-wide strategic planning and decision-making., • Partner with the Executive Director to develop annual and multi-year budgets that reflect ILRCs goals, sustainability, and growth strategies., • Lead ongoing financial planning and analysis, providing actionable insights and scenario modeling to inform key decisions., • Develop clear, compelling presentations and reports for the Board of Directors, enabling informed governance and strategic oversight., • Serve as the staff lead/liaison for the Finance and Audit Committees of the Board; prepare and present financial reports and forecasts with transparency and clarity 45 times per year., • Translate financial data and strategic insights into clear, compelling narratives that support informed Staff and Board decision-making., • Foster strong working relationships with Board members, providing the financial insight and data they need to fulfill their fiduciary duties., • Oversee all aspects of financial management for a $20M+ organization, including accounting, payroll, payables, receivables, and investments., • Ensure ongoing compliance with all regulatory and reporting requirements, including annual audits and tax filings., • Provide financial modeling and support for grant proposals, re-granting, and funder reporting., • Manage the Controller and provide mentorship to a team of three other finance professionals, fostering a culture of accountability, learning, and excellence., • Supervise the organizations insurance portfolio and support benefits and retirement plan administration., • A strategic and seasoned finance leader with 15+ years of progressive experience providing strategic financial leadership, mentoring high-performing teams, and overseeing financial operations in both nonprofit and for-profit environments., • Adept at building strong, trust-based relationships with the Executive Director, senior peers, Board of Directors, and other staff members., • A strategic thinker who can see the big picture while managing the details with precision., • An exceptional communicator who can translate financial data into accessible, compelling stories for diverse audiences., • Experienced in budgeting, forecasting, and managing financial systems - Sage Intacct, PowerPoint, and Excel mastery are a must., • Known for your integrity, curiosity, and calm under pressure., • CPA and/or MBA, • Experience working in union-represented environments, • Experience in strategic planning, organizational development, and enterprise-level risk management Compensation/Benefits: Pay iscommensuratewith experience, with a range between $201,000 - $221,000 per year. The ILRC offers excellent benefits, medical/dental/vision insurance, EAP sessions, a flexible spending account for medical and dependent care, vacation, and sick leave. The ILRC also sponsors a retirement plan contribution upon fulfillment of eligibility. Additionally, we offer an annual professional development stipend of $2,500 and, from 2024 2027, an annual wellness stipend of $2,500. ILRC also offers a sabbatical program: employees are eligible to apply for an 8-week sabbatical after five years of service and a 12-week sabbatical after ten years of service. Applications: To ensure consideration of your application, please submit a cover letter explaining your qualifications, salary requirements, and a current resume. No phone calls, please. As a condition of employment at the ILRC, you will be required to submit proof of vaccination and at least two booster shots against COVID-19.* The ILRC is an equal opportunity employer and does not make hiring or employment decisions on the basis of race, color, religion or religious beliefs, ethnic or national origin, nationality, sex, gender, gender-identity, sexual orientation, disability age, military or veteran status, or any other basis protected by applicable local, state or federal laws.Pursuant to the San Francisco Fair Chance Ordinance and other similar state laws and local ordinances, ILRC will also consider for employment qualified applicants with arrest or conviction records. • The ILRC provides reasonable accommodations as required by law. Employees may request an exception from vaccination requirements (if applicable), if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if receiving a COVID-19 vaccination conflicts with a sincerely held religious belief, practice, or observance. There may be other recognized exceptions under applicable state and/or local laws.

Job Description Location: San Francisco, CA (hybrid) What is Verse? Organizations today are under growing pressure to navigate the transition to clean energy — not just to meet sustainability goals, but to manage risk, control costs, and build long-term resilience. Yet the complexity of energy markets and a lack of accessible tools have made it difficult for most companies to take meaningful action. Verse was created to change that. Our mission is to make the case for clean energy irrefutable. Through our AI-powered platform, Aria, we help organizations plan, procure, and operate clean energy to achieve their financial and sustainability goals. Verse transforms clean energy ambition into action — giving businesses the clarity and confidence to lead in a rapidly evolving energy landscape. The Role We're looking for a highly analytical, customer-obsessed Senior Business Operations Analyst to help our customers unlock the full value of the Verse platform. The ideal candidate has a consulting background and thrives at the intersection of customer experience, product strategy, and data-driven insights. You'll be the voice of the customer internally and a trusted advisor externally—ensuring our users succeed, stay engaged, and help shape the future of our product. Key Responsibilities Customer Engagement & Success • Support customer onboarding and day-to-day engagement activities to ensure a positive user experience., • Lead pilots with potential customers in close collaboration with the Data Science, Engineering, and Product teams, • Assist in gathering and organizing user feedback on goals, workflows, and product pain-points., • Help prepare and execute one-off data analyses under the guidance of senior team members or the Data Science team., • Collaborate with the Product team by documenting recurring customer needs for consideration in the product roadmap.Proactive Customer Feedback Loops, • Help coordinate regular customer check-ins, taking notes and tracking feedback in internal systems., • Support the analysis of customer feedback to identify common themes or areas for improvement., • Assist in summarizing customer insights to share with internal teams in a clear and concise manner.Cross-functional Collaboration, • Work closely with Marketing and Sales to share customer insights, success stories, and use cases., • Support strategic go-to-market initiatives such as account prioritization, segmentation, and opportunity identification., • 2+ years at a top-tier consulting firm or in a similarly rigorous, analytical, and stakeholder-facing role with a strong track record of problem solving and cross-functional collaboration., • Customer-first mindset with the ability to listen, empathize, and translate feedback into actionable recommendations., • Strong communication skills – able to engage technical and non-technical audiences with equal fluency., • Data-savvy and detail-oriented, comfortable working with analytics teams and distilling insights from data., • Collaborative and proactive, excited to work across functions in a fast-paced, mission-driven environment., • We lead with empathy. Empathy for our teammates and our customers is central to who we are. We lift each other up and strive to embody humility, selflessness, and kindness. We promote an emotionally aware attitude and culture by putting our colleagues and customers first. We respect the prior art and acknowledge those who have come before us. We never assume we know everything: every person has something to teach us., • We are open, honest, and transparent. Organizational and institutional trust is essential to tackling the world's most challenging problems. That trust is built on effective communication with our team, our customers, and other stakeholders. We are always receptive to feedback on how we could do better, and we strive to provide constructive recommendations that help others excel., • We move with balance and precision. Life is a delicate balance between the forces of creation, maintenance, and destruction. We understand that each of these forces must be applied with diligence: When we act, we act carefully and responsibly. Speed, hard work, and perseverance must be accompanied by thoughtfulness and reflection. $110,000 - $140,000 This is the estimated base salary range for this position, which does not include the value of benefits or a potential equity grant. A wide range of factors are considered in making compensation decisions, including but not limited to skill sets, market conditions, experience and training, licensure and certifications, and business and organizational needs. Benefits and Employee Perks • Competitive compensation and equity grant at a high-growth start up, • Comprehensive benefits package including medical, dental and vision insurance, and 401k, • Flexible hours and unlimited PTO

Job Description THUNDER | JOB DESCRIPTION General Manager - Thunder Commercial Location: Remote (US-based) Role Overview Thunder is seeking a strategic and hands-on General Manager - Commercial to drive growth across multiple verticals, primarily Manufacturing (MFG) and High Tech, with ownership of all commercial industries. This role is a growth-focused leadership opportunity, responsible for developing Thunder's Salesforce-aligned go-to-market strategy and working directly with Salesforce channel teams to drive revenue. As a General Manager - Commercial, you will own industry revenue targets, shape Thunder's presence in the Salesforce ecosystem, and build trusted relationships with Salesforce Core RVPs, AEs, and partner teams. You'll partner closely with Thunder's sales and delivery teams to co-sell, close strategic deals, and deliver impactful solutions that help customers solve their most pressing business challenges. This is a high-impact role for a proven Salesforce ecosystem leader who thrives at the intersection of industry strategy, sales execution, and practice development. You'll have the opportunity to build and scale a multi-vertical business line and position Thunder as the go-to partner for Salesforce in these industries. Responsibilities Sales & Salesforce Channel Growth • Drive top-line revenue growth across commercial verticals while ensuring margin health and sustainable business outcomes., • Manage sales execution and delivery alignment to produce strong financial performance that supports Thunder's growth strategy., • Build and strengthen relationships with Salesforce Core RVPs, AEs, and partner teams, driving joint account planning and co-selling motions., • Identify, qualify, and close strategic Salesforce opportunities by aligning Thunder's capabilities with Salesforce's go-to-market strategy., • Act as a trusted advisor to Salesforce and customers, helping position Thunder as a leading partner for industry-specific solutions., • Develop industry-specific use cases, solutions, and value propositions that resonate with customers and differentiate Thunder in the marketplace., • Lead Thunder's multi-vertical commercial strategy, with emphasis on Manufacturing and High Tech, while expanding into additional verticals over time., • Provide market intelligence and insights to refine Thunder's commercial offerings and Salesforce-aligned go-to-market approach., • Represent Thunder at key Salesforce and industry events, building credibility through thought leadership and networking., • Partner with marketing to create targeted campaigns and content that elevate Thunder's presence within these industries.Delivery + Client Success, • Serve as an executive sponsor on high-profile client engagements to ensure successful delivery and client satisfaction., • Partner with delivery leadership to protect project margins while ensuring customer success and strong referenceable outcomes., • Ensure delivery teams are positioned to execute projects that drive measurable business value for clients.Qualifications, • 8–10+ years of experience in consulting, business development, or sales leadership roles within the Salesforce ecosystem, • Deep knowledge of Salesforce go-to-market motions and proven success co-selling with Salesforce Core RVPs and AEs, • Strong expertise in Manufacturing and High Tech industries, with the ability to expand and drive growth across additional verticals such as Travel & Hospitality, Retail, and Media, • Demonstrated experience in developing and taking industry-specific use cases to market, • Proven ability to drive revenue, manage project profitability, and lead successful Salesforce engagements, • Salesforce certifications (Administrator, Consultant, or Architect tracks) are preferred, • Ability to lead hands-on while building strategy in a remote, fast-paced environment, • A Culture of Builders – We're a remote-first, global team of curious, collaborative problem-solvers. You'll have the opportunity to refine processes, solve challenges, and help shape the future of Salesforce and Amazon consulting. If you're excited to build, innovate, and grow, you'll fit right in., • Comprehensive Benefits with Sequoia – Medical, Dental, Vision, and Employer-Paid Life/Disability Insurance to keep you and your loved ones covered., • Ownership & Impact – Stock options in a fast-moving, high-growth company. Every employee plays a part in what we're building. Come make your mark!, • Level Up Your Career – Real opportunities to grow your Salesforce and Amazon expertise through mentorship, certifications, and hands-on experience with cutting-edge technology., • Work from anywhere (well, almost 😉) - Enjoy the freedom of remote work, flexible PTO (with a 2-week minimum!), and generous leave policies - because the best work happens where you're happiest. Research shows that women and people from underrepresented groups often apply to jobs only if they meet 100% of the qualifications. We recognize that it is highly unlikely that someone meets 100% of the qualifications for a role. If most of this job description describes you, then we encourage you to please apply for this role. Thunder is proud to be an Equal Opportunity employer, and is deeply committed to building and supporting our diverse team through inclusive, equitable hiring practices. Thunder does not accept unsolicited resumes from recruitment agencies. All resumes submitted by recruitment agencies to any employee via email, the Internet (including LinkedIn), or directly without a fully-executed search agreement will be deemed the sole property of Thunder, and no fee will be paid in the event the candidate is hired.

Job Description Our client is a premier technology-focused investment bank offering strategic M&A advisory, agented private capital financing, and debt capital markets services. With deep expertise across Enterprise Software and Infrastructure, FinTech, HealthTech, Internet+Digital Media, eCommerce, Consumer Software, and AIoT & Industrial Technology, the firm has established itself as a trusted advisor to innovative companies and financial sponsors. The Capital Markets team specializes in delivering customized capital solutions spanning the entire capital structurefrom growth debt and venture debt to equity private placements, LBO financings, recapitalizations, and capital structure optimizations. Their experience across multiple credit cycles enables them to navigate complex and challenging situations where traditional approaches fall short. The Opportunity The firm seeks an exceptional Vice President with leveraged finance structuring expertise to join their Capital Markets team. This role offers a unique transition from product-focused structuring to client-facing advisory, where technical skills translate directly into trusted advisor relationships. Candidates will have significant deal ownership, direct CFO and sponsor access, and the entrepreneurial autonomy typical of elite boutiques. Key ResponsibilitiesOrigination & Client Management • Lead relationships with technology company CFOs, treasurers, and private equity sponsors, • Originate capital markets transactions through proactive outreach and existing network leverage, • Develop and present sophisticated financing proposals tailored to strategic objectives, • Build and maintain institutional investor relationships across debt and equity capital providersStructuring & Execution, • Design customized capital solutions including growth debt, LBOs, acquisition financings, recaps, and equity placements, • Structure complex credit agreements, intercreditor arrangements, and covenant packages, • Lead financial analysis and credit underwriting with focus on technology business models and unit economics, • Advise on capital structure optimization in connection with M&A, refinancings, and strategic events, • Manage transaction execution from term sheet through closing, coordinating across legal, accounting, and banking partners, • Navigate challenging financing situations requiring creative, differentiated solutionsTeam Development, • Mentor Associate and Analyst team members on technical and client skills, • Lead internal deal teams ensuring excellence in execution, • Contribute to firm intellectual capital and best practicesRequired Qualifications, • 6-10 years in leveraged finance structuring, debt capital markets, or related investment banking roles, • Strong preference for candidates with leveraged finance structuring backgrounds including expertise in credit documentation, loan structures, and covenant negotiations, • Proven transaction execution track record, preferably in technology, • Deep technical knowledge: credit agreements, first/second lien structures, unitranche, mezzanine, intercreditor agreements, • Existing relationships within the technology finance ecosystem (CFOs, sponsors, lenders, investors), • Bachelor's degree from a top-tier university; Series 79 and 63 (or ability to obtain), • Exceptional financial modeling across various capital structures, • Outstanding communication skills with C-suite presentation experience, • Ability to manage multiple complex transactions simultaneously, • Entrepreneurial mindset suited to boutique environmentPreferred Qualifications, • MBA or advanced degree from leading institution, • Leveraged finance structuring experience at bulge bracket or leading middle-market bank, • Technical expertise in syndicated and direct lending markets, borrowing base mechanics, PIK securities, • Experience structuring sponsor-backed LBOs, dividend recaps, and acquisition financings, • Network across multiple technology verticals, • Background in private equity, venture capital, or technology operating roles, • Track record of client origination, • Multi-cycle market experienceCompensation & Benefits, • Highly competitive base salary commensurate with experience, • Performance-based bonus with significant upside potential, • Comprehensive health, dental, and vision coverage, • 401(k) with firm matching, • Flexible PTO policy, • Professional development budget, • Industry conference attendance

Job Description We are looking for a motivated Project Controller and Finance Business Partner to join our Finance and Operations team in San Francisco, California. This role combines project financial management with firm-wide forecasting and strategic advisory within a detail-focused services environment. The ideal candidate thrives in a collaborative setting, excels at managing multiple priorities, and is eager to contribute to organizational growth while building strong internal relationships. For immediate consideration, please contact Daniel Mok directly via Linked-In. Responsibilities: • Serve as a financial advisor to studio leaders and project managers, offering guidance on budgeting, labor utilization, and project profitability., • Collaborate with project teams to set up budgets, track costs, and monitor financial health, ensuring compliance with contract terms., • Review and manage financial and tax-related aspects of client and supplier agreements for alignment with organizational policies., • Prepare monthly and quarterly financial reports, analyzing project-level and consolidated firm performance., • Oversee invoicing, billing, and revenue recognition processes while maintaining communication with clients., • Reconcile subcontractor expenses and ensure accurate tracking of project expenditures., • Identify opportunities to optimize fee structures and improve profitability margins., • Support leadership with ad-hoc financial reviews, process improvements, and strategic analysis., • Enhance financial systems and workflows in collaboration with IT and other teams., • Mentor less experienced finance team members to strengthen organizational capabilities., • Bachelor’s degree in Accounting, Finance, or a related field., • At least 7 years of experience in project accounting, FP& A, or finance within detail-oriented services, with a preference for A/E/C sector experience., • Expertise in financial systems such as Deltek Vision, Oracle, or similar tools; Oracle implementation experience is a plus., • Advanced proficiency in Excel; experience with BI tools or dashboard platforms is advantageous., • Strong analytical skills, attention to detail, and ability to manage deadlines effectively., • Excellent communication and leadership abilities to engage diverse stakeholders., • Familiarity with international finance and construction accounting is highly desirable., • Demonstrated ability to optimize workflows and refine financial controls for increased efficiency.

Job DescriptionCompany Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Senior Managing Counsel, Executive Compensation and Benefits, will serve as a strategic legal advisor to Visa’s executive leadership, Compensation Committee, and Total Rewards team. This role ensures legal compliance and governance across all compensation and benefits programs globally, with a focus on executive compensation, equity, retirement, and health and welfare plans. This role reports to our SVP, Chief Counsel, People, Corporate Responsibility & Communications. In addition, this role provides legal and governance support to Visa Foundation. Key responsibilities: • Prepare materials for Compensation Committee meetings; provide legal counsel on executive pay disclosures, shareholder engagement, and executive compensation governance trends. Draft and coordinate executive compensation disclosures in annual proxy statement., • Counsel senior executives on executive compensation matters including legislative, regulatory, and governance developments, including Securities and Exchange Commission (SEC), Internal Revenue Service (IRS), and stock exchange requirements., • Advise on shareholder advisory firm and investor policies in the area of executive compensation and participate in shareholder engagement relating to the Company's executive compensation practices., • Partner with senior leadership to shape and implement global compensation and benefits strategies that align with Visa’s business objectives and regulatory requirements, including design, implementation, and maintenance of global compensation and benefit programs., • Advise the Company on design, governance, and legal compliance issues relating to compensation and benefit plans, including retirement, non-qualified deferred compensation, severance, health and welfare, wellness, and global equity and employee stock purchase plans. Draft and review legal documents concerning employee benefit plans, including plan amendments, summary plan descriptions, annual reports, participant communications, and vendor agreements., • Advise on compliance with ERISA, COBRA, HIPAA, 409A, and other applicable IRS/DOL and regulatory requirements, as well as executive hires and separations., • Counsel, prepare materials for, and serve as recording secretary for the Company's retirement plan fiduciary committee., • Support due diligence and integration efforts related to M&A and other corporate transactions. Basic Qualifications: 12 or more years of work experience with a Bachelor’s Degree or at least 10 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD); or a minimum of 5 years of work experience with a PhD * A minimum of ten (10) years of professional experience * Deep subject matter expertise in employee benefits and executive compensation * Experience providing advice to publicly held companies * Experience advising the compensation committee at a publicly held company * Bar membership in good standing * Public company in-house experience preferred Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is $243,600 to $380,650 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Job DescriptionSalary: Sales Manager - Software Asset Management and Software Advisory - USA Overview: We are a fast-growing ITAM and IT Advisory services firm, helping global enterprises optimize their software investments, manage license compliance, and reduce IT costs. Our mission is to bring clarity and control to software estates across cloud and on-premise environments. We specialize in Microsoft, Oracle, VMware, IBM, and emerging SaaS platforms. With a strong footprint in the Middle East and APAC, we are now expanding into the US market and are seeking a high-performing, experienced Sales Manager to drive this growth. Role Summary: As the Sales Manager US, you will be responsible for driving new business sales and strategic partnerships across the United States. You will target mid to large enterprises and government entities, positioning SAM Managed Services, Advisory, and Tool Implementation offerings. You must bring a consultative sales approach, knowledge of SAM/ITAM best practices, and experience navigating enterprise procurement cycles. Key Responsibilities: Sales & Business Development • Develop and execute a go-to-market (GTM) strategy to generate qualified pipeline across target industries (e.g., Financial Services, Government, Healthcare, Oil & Gas, Manufacturing)., • Meet or exceed quarterly and annual revenue targets through net-new customer acquisition., • Prospect and engage with C-level stakeholders (CIO, CFO, CPO, ITAM/SAM Leads) across the enterprise ecosystem., • Create compelling sales pitches, RFP responses, proposals, and presentations., • Build account plans, sales forecasts, and maintain CRM discipline. Client Engagement & Solutioning • Understand client needs in areas of license optimization, compliance risk, ULA renewals, SaaS governance, and tooling., • Collaborate with SAM consultants and delivery teams to shape service offerings and PoC proposals., • Maintain long-term relationships with clients, acting as a trusted advisor beyond the sale. Market Knowledge & Positioning • Monitor competitor activity, market trends, and regulatory shifts (e.g., US Federal IT asset inventory mandates)., • Represent the company in industry events, conferences, and webinars., • Provide feedback to marketing and leadership on service positioning, campaign ideas, and lead generation strategies. Requirements: Must-Have: • 57 years of enterprise sales experience in the US, with at least 2 years in SAM/ITAM, software licensing services, Cloud, SI, or IT managed services., • Proven track record of closing six-figure deals with large enterprises or public sector accounts., • Network within target roles: IT Procurement, SAM Leads, Enterprise Architects, CIO/CFO circles., • Strong US geographic knowledge including territory-specific procurement cycles and enterprise buying behavior., • Excellent written and verbal communication skills; adept at creating compelling business cases and proposals. Preferred: • Experience working with or selling Flexera, Snow, ServiceNow ITAM, or USU/Aspera tools., • Deep understanding of software publishers (e.g., Microsoft, Oracle, IBM, VMware) and license lifecycle challenges., • Familiarity with U.S. government ITAM regulations or procurement frameworks (e.g., NIST, FedRAMP, DoD directives)., • Network within target roles: IT Procurement, SAM Leads, Enterprise Architects, CIO/CFO circles., • Bachelor's degree in Business, IT, or a related field. MBA is a plus. What We Offer: • Competitive base salary + uncapped commission structure, • Opportunity to shape the US market expansion strategy, • Remote working with flexible hours, • Growth into regional sales leadership roles, • Exposure to a high-performance, customer-focused culture Benefits - Why Connor? We approach every relationship with purpose, attention, and a little fun! You can expect a flexible working environment, paid mental health days, a generous vacation package, and competitive compensation. Youll be working with a highly driven, collaborative global team that values trust, accountability, and continuous learning. We nurture our people in a culture that promotes diversity and individuality that sparks innovation and creativity. Connor Consultingis an equal opportunity employer and values diversity, equality, and inclusion. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If you are a professional who is looking for an opportunity where you can put your honed skills and abilities to work for a mission that you are passionate about, then this is the right career opportunity for you. Join us and be part of our Global Team.Apply now!

Job Description Sr. Benefits Manager W2 Contract to Possible Hire Hybrid, Oakland, CA $63-80/hr The Senior Benefits Manager is responsible for designing, managing, and optimizing global employee benefits programs that support the company’s strategy, culture, and growth. This role combines deep technical expertise in benefits with a forward-looking, strategic mindset to ensure offerings are competitive, cost-effective, and aligned with business objectives across multiple regions. Key responsibilities include: • Strategy & Design: Develop and execute a global benefits strategy that attracts and retains top talent, balances cost and value, and reflects local market practices. Partner with leadership to align benefits with overall people and business strategy., • Global Program Management: Lead the evaluation, design, and administration of health, retirement, wellness, and ancillary benefits across multiple countries. Ensure programs are compliant, scalable, and meet the diverse needs of employees., • Vendor & Broker Partnerships: Manage relationships with global and regional benefits providers, brokers, and consultants to optimize service delivery, negotiate contracts, and monitor performance., • Analytics & Insights: Use data to evaluate program effectiveness, identify trends, and make recommendations that improve employee experience and financial sustainability., • Employee Experience & Communication: Develop clear communication strategies to help employees understand and maximize their benefits. Serve as a trusted advisor to HRBPs, managers, and employees on benefits matters., • Leadership & Collaboration: Partner with Finance, Legal, Payroll, and HR Operations teams to ensure alignment and seamless execution. Provide thought leadership on emerging benefits trends and innovations. The ideal candidate is a strategic thinker who is equally comfortable rolling up their sleeves. They bring extensive benefits expertise, a global mindset, strong vendor management experience, and the ability to influence at all levels of the organization. TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Who We Are: SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country. We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values: • Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new., • Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward—always. We are seeking a highly motivated and detail-oriented Senior Financial Analyst to join our Finance team. This individual will report to the Senior Manager, FP&A and will be responsible for managing expenses, providing financial insights to drive business decisions, and ensuring accurate planning and forecasting. The role also includes ownership of the company's planning and forecasting tool, ensuring data integrity, reporting accuracy, and continuous process improvement. In order to be eligible for this position applicants must be based in one of the following states: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Indiana, Kansas, Kentucky, Massachusetts, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin. What you will do: • Budgeting & Forecasting, • Lead the preparation, consolidation, and analysis of various functions., • Partner with department leaders to develop annual operating plans and quarterly forecasts., • Maintain rolling forecasts by incorporating actual results, trend analysis, and business updates., • Provide variance analysis (actuals vs. budget/forecast) with clear commentary and actionable insights., • Financial Analysis & Reporting, • Develop and present monthly/quarterly financial reports to department leaders and senior management., • Identify cost drivers, efficiency opportunities, and risks across supported functions., • Track headcount, vendor spend, and key cost categories to improve visibility and accountability., • Support ad-hoc financial modeling, scenario planning, and decision support for strategic initiatives., • Business Partnership, • Build strong relationships with leaders in various teams to align financial goals with business strategies., • Provide financial guidance to non-finance stakeholders to improve budget ownership and decision-making., • Act as a trusted advisor by translating financial data into clear business implications., • Planning Tool Management, • Serve as the system owner for the company's planning and forecasting tool (e.g., Anaplan, Adaptive, or equivalent)., • Maintain and update financial models, hierarchies, and reporting structures within the tool., • Ensure data integrity, accuracy, and timely updates across all modules., • Partner with FP&A and IT teams to drive system enhancements, automation, and process improvements. What you will bring to SmithRx: • Bachelor's degree in Finance, Accounting, Economics, or related field., • 4–7 years of progressive experience in FP&A, financial analysis, or corporate finance., • Strong knowledge of budgeting, forecasting, and financial modeling., • Proficiency with financial systems and advanced Excel/Google Sheets skills; experience with a planning tool (e.g., Anaplan, Adaptive, Oracle PBCS) required., • Excellent communication and presentation skills with the ability to influence stakeholders at all levels., • Proven ability to manage multiple priorities, meet deadlines, and drive results in a fast-paced environment., • Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance, • Flexible Spending Benefits, • 401(k) Retirement Savings Program, • Short-term and long-term disability, • Discretionary Paid Time Off, • 12 Paid Holidays, • Wellness Benefits, • Commuter Benefits, • Paid Parental Leave benefits, • Employee Assistance Program (EAP), • Well-stocked kitchen in office locations, • Professional development and training opportunities