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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.

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

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

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

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

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

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

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

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

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

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

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

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

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.

Job DescriptionTransmission Department Manager Transmission & Distribution Engineering Leader Empower teams. Drive innovation. Shape the grid of tomorrow. Are you ready to lead a high-impact engineering team at the forefront of transmission and distribution? This role blends strategic leadership, technical excellence, and business acumen to deliver transformative energy solutions across regional and global markets. What You'll Lead & Achieve1. People Leadership & Development • Build and inspire a high-performing team of engineers and designers through strategic hiring, coaching, and career development, • Partner with HR and Recruiting to attract top talent and oversee onboarding for interns, new grads, transfers, and contract conversions, • Champion a culture of safety, ownership, innovation, and inclusion, • Conduct performance reviews and craft development plans that unlock individual potential, • Identify skill gaps and implement targeted training programs in collaboration with leadership2. Project Execution & Technical Excellence, • Serve as a senior technical advisor on transmission projects across domestic and international teams, • Monitor project performance and implement corrective actions to meet quality, schedule, and budget goals, • Drive adoption of cutting-edge tools, technologies, and workflows to elevate engineering outcomes, • Support proposal development and QA/QC for high-profile initiatives, • Align staffing and technical direction across regional and global teams3. Strategic Planning & Business Growth, • Shape and execute strategic business plans through SWOT analysis and vision development, • Collaborate with marketing, account management, and business development teams to pursue new opportunities and craft winning proposals, • Represent the organization at industry events, conferences, and thought leadership forums, • Promote diversity, innovation, and continuous improvement across the department4. Cross-Regional & Organizational Alignment, • Coordinate with national and international leaders to share best practices and align on standards, tools, and initiatives, • Support integration of global engineering resources for consistent project delivery, • Assist in resource planning and work assignment to optimize team performance5. Operational & Quality Oversight, • Ensure compliance with quality management systems and lead internal QA/QC efforts, • Champion continuous improvement to enhance efficiency and consistency in delivery, • Contribute to the selection and implementation of project management systems, • Bachelor's degree in engineering, construction, or related field, • 7+ years of consulting experience in transmission and distribution, • Proven leadership in engineering or technical environments, • Strong mentoring, communication, and collaboration skills, • Expertise in project management tools and methodologies Vacation/PTO Medical Dental Vision 401k Bonus Relocation Telecommute • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/21/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Cargill’s size and scale allows us to make a positive impact in the world. Our purpose is to nourish the world in a safe, responsible and sustainable way. We are a family company providing food, ingredients, agricultural solutions and industrial products that are vital for living. We connect farmers with markets so they can prosper. We connect customers with ingredients so they can make meals people love. And we connect families with daily essentials — from eggs to edible oils, salt to skincare, feed to alternative fuel. Our 160,000 colleagues, operating in 70 countries, make essential products that touch billions of lives each day. Join us and reach your higher purpose at Cargill. The Advisor, Product Manager - AI & Data Science owns the lifecycle of conversational and agentic-automation products that boost employee effectiveness and productivity. You will craft a multi-year roadmap that blends quick-turn SaaS capabilities with differentiated, domain-specific assistants. Drive rigorous discovery user research, prompt-flow analytics, A/B testing to prioritize features that maximize engagement, adoption, and ROI. Partner with Engineering, MLOps, Security, Legal, and Change-Management teams to release compliant, reliable, and cost-efficient solutions at scale. Measure success through activation rates, task-completion time savings, NPS, and financial impact. * Product Development:Define and validate “Minimum Viable Assistant” (MVA) concepts through user research, A/B tests, and prompt-flow analytics; Partner with UX, MLOps, and Security to ship iterative product increments that hit adoption and engagement targets Backlog Management:Maintain a single, prioritized backlog covering SaaS releases and feature flags (ChatGPT Enterprise, Microsoft Copilot, Gurobi Cloud) and In-house assistant epics (knowledge grounding, workflow actions, guardrails) Partners Communication:Run continuous-discovery sessions with business functions to surface high-value assistant use-cases; Act as escalation point for priority conflicts across multiple portfolios Scalability & Global Implementation:Create rollout playbooks for multi-region, multi-language deployment compliant with GDPR, EU AI Act, and local data-residency laws Leadership Advisory:Advise VP/SVP stakeholders on build-vs-buy economics, license tiering, and responsible-AI posture; Mentor senior product managers on AI-assistant best practices and outcome-driven roadmap design #LI - KK1 #FGB #themuse Minimum requirement of 6 years of relevant work experience. Typically reflects 10 years or more of relevant experience. Preferred: Product Managmenet experience with focus on custom AI or off the shelf AI product development and rollouts The expected salary for this position is $130,000 - $200,000. Compensation varies depending on a wide array of factors including but not limited to the specific location, certifications, education, and level of experience. The disclosed range estimate may be adjusted for any applicable geographic differential associated with the location at which the position may be filled. This position is eligible for a discretionary incentive award. The incentive award amount is dependent upon company performance and your personal performance. At Cargill we put people first. As part of your overall rewards, we offer a comprehensive benefit program including medical and/or other benefits dependent on the position offered and hours worked. Visit: ___ to learn more (subject to certain collective bargaining agreements for Union positions). Minnesota Sick and Safe Leave accruals of one hour for every 30 worked, up to 48 hours per calendar year unless otherwise provided by law Equal Opportunity Employer, including Disability/Vet.

Cargill’s size and scale allows us to make a positive impact in the world. Our purpose is to nourish the world in a safe, responsible and sustainable way. We are a family company providing food, ingredients, agricultural solutions and industrial products that are vital for living. We connect farmers with markets so they can prosper. We connect customers with ingredients so they can make meals people love. And we connect families with daily essentials — from eggs to edible oils, salt to skincare, feed to alternative fuel. Our 160,000 colleagues, operating in 70 countries, make essential products that touch billions of lives each day. Join us and reach your higher purpose at Cargill. The Digital HR Technology Director, Talent Enablement will provide leadership and guidance to the engineering teams across technology and business capabilities to build and enhance modern business applications for the HR function. In this role, you will provide leadership on product development, architecture, and technology adherence to ensure the delivery of solutions are secure, scalable, resilient, and robust. You will be a strategic advisor to the functional leadership teams and provide thought leadership on how technology can evolve and transform the business and the services delivered to our employees. You will also lead team development, build cross team relationships, and collaborate across the entire engineering community to drive an effective and authentic engineering culture and to maximize the effectiveness of the engineering capabilities. • APPLICATION CONFIGURATION MANAGEMENT: Creates and executes a Digital HR Technology technical strategy that aligns to the HR function that promotes the best value delivery opportunities for Talent Acquisition, Talent Management and Learning technologies., • APPLICATION DEVELOPMENT & DEPLOYMENT: Provides broad oversight for release management processes and the programming, configuration, testing and deployment of fixes or updates for application version releases with focus on SuccessFactors Onboarding, Recruiting, Talent and Learning., • USER COMMUNICATION & SUPPORT: Establishes an open channel of communication with users and provides broad oversight and guidance on application support requests and needs., • APPLICATION SUPPORT: Leads the team to conduct advanced and complex application support activities to deliver on business outcomes., • STAKEHOLDER MANAGEMENT: Identifies and drives engagement with key internal and external partners, understanding their needs and maintaining effective communication to ensure project alignment and success., • INCIDENT & REQUEST MANAGEMENT: Develops broad reviews on incoming incident tickets and user requests to ensure prioritization in accordance to service level agreements., • VENDOR MANAGEMENT: Fosters positive relationships with software vendors and negotiates relevant contracts., • PERFORMANCE MONITORING: Tracks the performance of configured applications and makes adjustments to improve efficiency and effectiveness., • APPLICATION PROCESSES & PROCEDURES: Reviews and approves recommended improvements for moderate to advanced and highly complex application specific support processes and procedures. Preferred Qualifications • Experience leading teams working with SuccessFactors., • Experience working on or leading teams responsible for Talent Acquisition, Talent Management and Learning technologies., • Proven background in technical people management within the HR Tech domain and employee lifecycle ( direct and indirect reports) specifically in Talent Acquisition, Talent Management and Learning – international team at different locations across the Globe., • Confirmed experience with financial management and budget management., • Ability to identify, clarify and promote the best value-delivering opportunities for technology investments and ensure that promised value is delivered., • Experience acting as a strategic advisor to business leadership to guide investment decisions. #LI-NS7 #FGB #themuse The expected salary for this position is $150,000-200,000. Compensation varies depending on a wide array of factors including but not limited to the specific location, certifications, education, and level of experience. The disclosed range estimate may be adjusted for any applicable geographic differential associated with the location at which the position may be filled. This position is eligible for a discretionary incentive award. The incentive award amount is dependent upon company performance and your personal performance. Minnesota Sick and Safe Leave accruals of one hour for every 30 worked, up to 48 hours per calendar year unless otherwise provided by law. Equal Opportunity Employer, including Disability/Vet.

Our client is one of Atlanta’s top commercial contractors. They have also been named Best Places to work for their construction company category. We are seeking an experienced, impactful Controller to lead the accounting & finance team. This role will report directly to the CEO and the company board. The ideal candidate • Minimum 5 years of experience as a Controller for a small to medium size business, construction industry experience preferred, and including percentage of completion accounting (ASC 606 revenue recognition), • Strong working knowledge of GAAP, • CPA is highly desirable, bonus points for CCIFP, • Ability to wear multiple hats and thrive in a fast-paced environment, • Lead with empathy, authenticity and integrity, • Provide mentorship and coaching to develop team members’ skills and careers, • Inspire confidence and accountability through clear, decisive leadership, • Experience with ERPs and payroll software Responsibilities • Treasury management and forecasting, • 401(k) management and liaison with investment advisor, • Liaison with external CPA firm for annual review and tax preparation, including management of estimated tax payments, • Ensure compliance with tax regulations, • Prepare financials and other reports for shareholders and leadership team, • Evaluate, improve and implement internal controls and accounting processes to mitigate risk and create efficiencies, • Create budget for SG&A expenses and maintain full company budget, • Collaborate with operations on forecasting and draft proforma financials, • Oversee accounts receivable and accounts payable to ensure timely receipts and payments to trade partners, • Oversee the payroll function, including managing payroll software and job costing in the ERP and enhance use and functionality of system and administer licenses, • Manage property & casualty insurance and benefit renewals, • Annual business licenses and certifications, • Negotiate software renewal contracts, • Manage client compliance requirements, • Oversee financial reviews of subcontractor prequalifications, • Collaborate with marketing and operations for cross functional deliverables Compensation: $180,000 - $240,000 SE: 510758053

Job Description IN SUMMARY... As a Customer Success Manager (CSM) specializing in Revenue Cycle Management (RCM), you will play a pivotal role in ensuring the success and satisfaction of our customers. You will serve as the primary point of contact for our RCM customers, managing their accounts, driving engagement, and delivering top-notch service. Where needed, you will serve as a direct line from our customers to our RCM team. The position will focus on increasing customer satisfaction, reducing churn, strengthening brand loyalty, and leveraging the customer relationship for referral opportunities through outreach and advocacy. WHAT YOU WILL DO... • Engage in activities designed to increase customer advocacy, product adoption, satisfaction and referrals of assigned customers., • Build and maintain strong, long-lasting relationships with customers, becoming their trusted advisor and advocate within Azalea Health., • Build relationships with key customer stakeholders and executive sponsors., • Manage communications with assigned customers and maintain regular meeting cadence and scheduled touchpoints., • Generate and perform business reviews and onsite "optimization" visits with customers., • Identify at risk customers and potential issues in advance to mitigate churn and lost revenue., • Maintain an accurate Customer Scorecard. Monitor account health for assigned customers by continuously monitoring key performance indicators (KPIs) including financial and RCM operational metrics for customers., • RCM, • Identify areas for improvement and recommend strategies to optimize revenue cycles., • Assist in proactively detecting aberrant trends and work with internal RCM leaders and/or the customer to quickly resolve., • Quickly address escalated billing issues by working closely with the A/R Specialists, Supervisors and Managers., • Provide Month End Financial Reports to assigned Members either by meeting or reporting dashboards., • Provide training and education to customers on our RCM solutions, helping them maximize the value of our services., • Participate in the onboarding process for new customers., • Develop sufficient product knowledge to demonstrate billing expertise to our customers., • Maintains an excellent knowledge of our software products and services; and can perform demonstrations of all Azalea products and services to customers as needed., • Address all customer concerns, inquiries, and issues promptly and effectively, collaborating with internal teams when necessary to find solutions and increase customer satisfaction., • Own the creation and communication of effective corrective action / risk plans., • Work with the Account Management and Sales teams to renew customer contracts and identify opportunities for upselling additional services and/or solutions., • Use creative problem-solving skills to meet customer needs., • Excel at building relationships by phone, email, and in-person., • Complete all special projects and other duties as assigned by management., • Bachelor's degree in Healthcare Management, Business Administration, or a related field., • Proven experience (3+ years) in customer success, account management, or a similar role, preferably in the healthcare or RCM industry., • Deep understanding of RCM processes and healthcare billing., • Strong analytical skills with the ability to interpret data and trends., • Experience with clinical and quality measure workflows., • Excellent interpersonal and communication skills, • Strong organizational and project management abilities., • Ability to work independently and as part of a collaborative team., • Being aggressive and taking initiative; we trust you to move the needle forward, • Doing the job; outcomes are just as important as strategy, • Being adaptable and amenable to meet the changes of a dynamic and evolving industry, • Demonstrating humility; partnership and collaboration is who we are and how we operate, • Competitive and comprehensive benefits: Coverage options to support the whole person, including full medical, dental, vision, and life insurance, • Generous employer sponsored subsidy towards employee's medical insurance premiums, • Azalea Health covers 100% of the premiums for Life AD&D and Long-Term Disability for all eligible full-time employees, • Balance and flexibility: Simple Paid Time Off (PTO) options. You earn your time, use it as you choose. Azalea Health is an Equal Opportunity Employer committed to creating a diverse and inclusive workforce where our employees excel based on merit, qualifications, knowledge, ability, and job performance. We embrace and encourage our employees' differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and any other characteristics protected by federal, state, and local laws that make our employees unique.

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 DescriptionCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital experiences that drive innovation and transform businesses. From prototype to real-world impact - be part of a global shift by doing work that matters. Job Description The Commercial discipline is responsible for driving business growth, managing partnerships, and providing industry subject matter expertise and advisory to both clients and internal teams. This strategic and consultative team creates meaningful relationships with clients through their combined knowledge of IT services and industry trends and pain points. Members include business development staff of all levels, client partners, alliances and partnerships managers, industry advisors, and operational leads. The Client Partner role at Endava is a senior leader within the Commercial organisation. They own the relationship with the client and the delivery organisation, ensuring alignment on goals, expectations, and deliverables. This role is responsible for managing and growing key client relationships, achieving significant revenue growth, and identifying new business opportunities. The Client Partner plays a critical role in maintaining and expanding these relationships through exceptional client experiences, continuous improvement, exemplary service delivery, and strategic foresight. Responsibilities: Commercial Leadership • Drive business growth by implementing strategic plans that foster long-term client relationships and revenue expansion., • Actively manage and develop a pipeline within accounts, aligned to a go-to-market strategy in collaboration with a Business Development Manager (BDM)., • Dedicate over 50% of time to cultivating new business and relationships within clients, actively participating in promotional activities., • Proactively leverage professional networks to generate new opportunities with existing clients., • Build personal brand and relationships with senior stakeholders (C-level across business, tech, sales, marketing) within the client portfolio., • Accountable for revenue and profit forecasts and delivery., • Delegate delivery responsibilities to relevant Delivery Managers (DMs) while maintaining oversight., • For mature accounts, iteratively explore replacement pipelines to mitigate ramp-downs., • Ensure accurate financial forecasts, projections, and adjustments., • Manage and mitigate risks effectively, including succession planning., • Ensure robust account growth planning (leveraging Client Growth Model / CGM) aligned with client business needs, including strategies for significant renewals., • Drive continuous improvement and innovation in solutions, commercials, and positioning within the portfolio., • Ensure compliance with governance, business rules, and regulatory standards., • Embed critical initiatives and processes within the client portfolio to achieve strategic objectives., • Foster a culture of high performance and continuous improvement within the team.Qualifications, • Significant professional experience in client management or a similar role within the Payments industry. · Proven track record of delivering 20%+ revenue growth across a client portfolio related to Payments., • Extensive experience in developing and executing client strategies that drive business growth., • Demonstrated success in managing account P&L and achieving financial targets., • Experience in client engagement and building senior-level client relationships., • Proven ability to collaborate and influence across various levels of an organization., • Experience in strategic initiatives, transformation projects, or large-scale integrations is a plus., • Proficient in all client negotiation (investments / Master Service Agreements / thorny contract points) aligned with BDMs., • Acknowledged by clients as the primary trusted advisor and contractual authority., • Deep expertise in client relationship management and strategic planning., • Exceptional leadership, negotiation, and relationship management abilities., • Strong business acumen and ability to identify and capitalize on growth opportunities., • Excellent communication skills, both written and verbal, with the ability to engage with senior stakeholders (C-level)., • Proven ability to manage multiple priorities and work independently in a fast-paced environment., • Advanced problem-solving and decision-making capabilities under pressure., • In-depth understanding of industry trends, market dynamics, and financial analysis., • Commitment to continuous personal development and staying current with industry trends., • Demonstrated ability to influence change and drive organizational transformation., • Strong accountability for achieving results and maintaining high performance standards., • Proficiency in financial management, including P&L management, forecasting, and risk management., • Experience in driving continuous improvement and innovation in client solutions and service delivery. Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Finance: Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus;, • Career Development: Career coaching, global career opportunities, non-linear career paths, internal development programmes for management and technical leadership;, • Learning Opportunities: Complex projects, rotations, internal tech communities, training, certifications, coaching, online learning platforms subscriptions, pass-it-on sessions, workshops, conferences;, • Work-Life Balance: Hybrid work and flexible working hours, employee assistance programme;, • Health: Global internal wellbeing programme, access to wellbeing apps;, • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description MUST RESIDE IN THE ATLANTA, GA AREA Work at Home Opportunity Client Success Consultant - Assistant Solutions - Full-time BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial Specialists. We are a fast-paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily. What is a Client Success Consultant - Assistant Solutions? Click here and enjoy! Below are the position requirements. Job purpose The Client Success Consultant (CSC) - Assistant Solutions fosters trusted advisor relationships with clients and contractors to ensure the successful delivery of services that align with client needs and expectations. CSCs maintain client satisfaction through exceptional day-to-day service while identifying opportunities for upselling within existing accounts. The primary objectives are to drive client retention, support revenue growth, and provide strategic consulting. Duties and responsibilities As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment. Client and Contractor Experience • Serve as the liaison between clients, contractors, and internal teams to ensure timely and successful service delivery aligned with client needs., • Communicate, present, and influence effectively and credibly at all organizational levels, including executive and C-suite stakeholders., • Understand clients’ business objectives, challenges, and priorities to provide strategic guidance and support., • Envision the long-term potential of client/contractor relationships by consistently adding value through a deep understanding of client needs and expectations., • Demonstrate a growth mindset by investing time, trust, and care to strategically enhance and expand clients’ businesses through upselling BELAY solutions., • Provide consulting on best practices, tips, and efficiency strategies to optimize virtual engagements, supporting leaders in their roles., • Develop action plans with clients and contractors, track implementation, and follow up to ensure an exceptional experience., • Maintain current job knowledge through ongoing education, professional reading, networking, and participation in industry organizations., • Collaborate with relevant parties to ensure smooth transitions regarding contract modifications and terminations., • Maintain proficiency and ensure timely updates in cloud-based CRM systems, ensuring daily activity, reporting, and deal status are current in real-time., • Effectively manage schedules and prioritize time to maximize productivity., • Demonstrate proficiency with technology and tools essential for integration into BELAY’s remote work environment., • Thoughtfully match contractors with clients to foster successful, long-term relationships., • Ensure that documentation and communication are accurate, detailed, and up-to-date across all platforms, including Google Workspace and CRM., • Collaborate with leadership and cross-functional teams to provide insights and recommendations that enhance the overall client and contractor experience. This role requires a motivated and trustworthy self-starter with strong communication and technological skills who thrives both independently and on a team. Our ideal corporate team member is flexible, creative, well-organized, and ready to roll up their sleeves to get the job done! • Bachelor’s degree or equivalent work experience, • Strong verbal and written communication skills with a confident presence, • Responsiveness and professionalism that build instant credibility and respect, • Driven, relational, and intuitive with experience in client-facing roles, • Able to apply sound judgment to plan and achieve goals while managing multiple tasks BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time/part-time, exempt/non-exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization. Physical requirements This position does not have any physical requirements at this time. Salary Range $60,000 base + bonus and commission DISCLAIMER: We’ve recently seen job postings claiming to be from BELAY that aren’t affiliated with our company. Please be sure to only apply to our positions on and only reply to emails ending in @belaysolutions.com. Powered by JazzHR rPGKxXYWux

Job Description About Oversight Oversight is the world’s leading provider of AI-based spend management and risk mitigation solutions for large enterprises. Based in Atlanta, GA, Oversight works with many of the world’s most innovative companies and government agencies to digitally transform their spend audit and financial control processes. Learn More. Position Overview As a Senior Client Success Manager (CSM) at Oversight, you’ll serve as a trusted advisor to our key clients—driving retention, growth, and long-term success. You’ll lead strategic customer relationships, ensure product adoption, and collaborate cross-functionally to deliver exceptional client experiences. This role is ideal for someone who thrives on solving business challenges, building strong partnerships, and helping enterprise clients realize measurable value from our solution. You will be accountable for meeting or exceeding gross and net retention, upsell/cross-sell, and other key client KPI goals through strategic account planning and proactive client engagement. This role is responsible for deeply understanding the client journey and ensuring ongoing alignment with client outcomes. The Senior CSM also serves as the Voice of the Client within Oversight, collaborating closely with teams across Implementation, Delivery, Product, Finance, Support, and others. Key Responsibilities Client Success Strategy • Manage and nurture strategic relationships with your client portfolio., • Develop proactive strategies aligned with evolving client and business goals., • Achieve and exceed gross and net retention goals. Strategic Account & Relationship Management • Understand clients’ business objectives and demonstrate measurable ROI., • Maintain accurate records of account status, client data, and overall health., • Identify expansion opportunities and lead RFP process if required for renewals., • Establish and maintain strong relationships with key stakeholders to ensure engagement and alignment. Client Engagement and Advocacy • Clearly articulate product solutions that align with client business objectives., • Lead impactful client meetings, presenting data-driven insights and strategic recommendations., • Provide proactive support, best practices, and client education. Oversight Product Knowledge • Demonstrate expert-level knowledge of Oversight products and capabilities., • Stay current on product capabilities to drive client adoption., • Act as a liaison between clients and the Product team, communicating client feedback. Risk and Escalation Resolution • Assess client risk factors, initiate escalation protocols, and maintain clear communication with leadership., • Develop strategic solutions to promptly resolve issues and ensure client satisfaction. Department Navigation & Collaboration • Collaborate effectively across Sales, Product, Engineering, Marketing, Finance, and executive teams., • Advocate internally for client needs to enhance alignment and product improvement. Qualifications and Skills • 8+ yrs. Experience in SaaS Client Success role (exclusive of Account Management experience), specifically managing enterprise accounts., • Demonstrated success in achieving retention and growth objectives., • Comfortable in fast paced, dynamic environments., • Strong strategic and analytical thinking with excellent problem-solving skills., • Exceptional communication, presentation, and relationship-building abilities., • Proven cross-functional leadership and client advocacy skills., • Proficiency with Client Success Platforms (e.g., Client Success, Gainsight, Churnzero)., • Ability to travel up to 25% for client engagements and meetings.

Job Description This role is based in North Atlanta, GA. Our client is an established Registered Investment Advisor and Financial Life Manager that has been in business for almost 25 years with over $1.5B in Assets Under Management (AUM). They have an established office in Atlanta, GA and need an incredible leader to lead that office and drive new business development. As a Partner, you will have a lucrative compensation package including base/bonus/commission, dividends and equity. Depending on the candidate, the total cash compensation for this role should be in the "Mid 6 figures" with equity worth significantly more long term. Responsibilities: • Be the leader for a small, but high impact Atlanta office., • Serve as a trusted advisor to high-net-worth individuals, families, and business owners on wealth management strategies including investment management, estate planning, philanthropy, and tax optimization., • Manage and grow a book of business by fostering deep client relationships and delivering tailored financial strategies., • Partner with internal teams—investment research, tax specialists, estate and trust advisors—to deliver holistic financial solutions., • Lead business development initiatives through targeted networking, referrals, and strategic partnerships with centers of influence (e.g., attorneys, CPAs, family offices)., • Contribute to the strategic direction of the firm, including governance, culture, client service model, and long-term growth strategy., • Mentor, coach, and develop junior advisors to support firm-wide talent development., • 15+ years of experience in the Wealth Management industry along with leadership experience., • You are a natural leader and excited about building something while growing your career and earnings., • Excels at New Business Development and growing AUM, • You have an extensive network and are embedded in the community via memberships like Country Clubs or Tennis Club., • Active on Boards, • Strong Customer / Client services orientation., • CFP Preferred #ZR

Job Description Job Summary: The Manager of Group Customer Care oversees all aspects of group voluntary benefits insurance administration: new group onboarding, electronic data interchange (EDI), account management, claims customer service, billing, payment processing, coverage termination, and other administrative processes. This role ensures efficient administration of various group voluntary insurance products, leading a team dedicated to delivering exceptional service to internal stakeholders and external customers. This role is responsible for the day-to-day operations within the group division, supporting customers through all phases of operations from implementation and file transfer setup to billing, payment processing, and ongoing account management. The Manager’s key objective is to ensure the team provides comprehensive assistance and exceptional customer service that aligns with the company’s service standards and objectives. Beyond operational oversight, the Manager of Group Customer Care must uphold Atlantic American Corporation’s Mission, Vision, and Values by fostering internal partnerships and demonstrating customer service excellence. Strong communication skills, both verbal and written, are essential, along with expertise in technology tools, analytics, and problem-solving. A thorough understanding of group health and life insurance products, compliance requirements, and industry principles is critical to driving efficiency and service excellence. Key Responsibilities: * Operational Oversight: Manage day-to-day operations of group policy administration, billing, customer service, account management and claims inquiries to ensure adherence to company policies, regulatory requirements, and service level agreements. Ensure timely and successful service delivery to internal and external customers. * Team Leadership: Lead and mentor team members. Foster a culture of collaboration, continuous improvement, and customer-centricity. Develop long-lasting, trusted-advisor relationships with plan administrators and key customer stakeholders. * Training and Development: Develop training programs and resources for new hires as well as ongoing skills enhancement for current team members. Ensure the team is equipped with necessary technical knowledge and customer service skills to exceed customer expectations. * Process Improvement: Identify opportunities to streamline operations, enhance efficiency, and improve quality through process redesign, automation, and implementation of best practices. * Financial Management: Oversee financial transactions related to premiums, claims payments, and reimbursements. Ensure accuracy, compliance, and efficient funds management. * Customer and Agent Support: Collaborate closely with customer service teams to resolve escalated issues, provide guidance on complex cases, and ensure timely resolution of customer and broker inquiries. Deliver strong and strategic relationship management, communication, and reporting. Identify and remediate issues. * Policy Support: Work closely with underwriting teams to review and assess policy applications, endorsements, and renewals. Ensure accuracy and compliance with underwriting guidelines. * Risk Management: Monitor and assess operational risks, develop mitigation strategies, and implement controls to safeguard company assets and maintain regulatory compliance. Qualifications: * Minimum two to four years of experience in Group Insurance operations * Three or more years of experience leading insurance operations with a focus on group life and health products * Bachelor’s degree in Business Administration, Insurance, Finance, or related field (Master’s degree preferred) * Strong understanding of the life and health insurance industry, insurance policies, claims processing, underwriting, risk management principles, privacy, and regulatory compliance * Experience in leading cross-functional teams and managing operations to drive efficiency and exceptional customer service in a complex operational environment * Demonstrated expertise training, developing, coaching, and mentoring a diverse team * Experience in process improvement and workflow optimization using process-improvement methodologies such as Six Sigma or Lean is preferred Skills: * Analytical Skills: Strong analytical skills with the ability to interpret data, identify trends, make data-driven decisions, analyze performance metrics, and implement strategies for improvement * Attention to Detail: Exceptional attention to detail to ensure accuracy in processing and documentation * Communication: Excellent verbal and written communication skills, ability to interact effectively with internal and external stakeholders, strong negotiation and conflict resolution skills * Process improvement: Demonstrated experience improving processes and driving efficiency * Time Management: Ability to handle multiple tasks efficiently, prioritize work, and manage time, people, and projects efficiently in a high-volume environment * Leadership and Organizational Skills: Proven ability to effectively influence others and resolve client and technical issues * Technical Skills: Proficiency with Microsoft Office Suite particularly Excel (VLOOKUP & Pivot Tables), Word, PowerPoint, Outlook, and Teams * Integrity: Strong commitment to ethical standards in healthcare billing and fraud prevention * Adaptability: Flexibility to adapt to changing industry trends, company policies, and stakeholder needs * Collaboration: Ability to work collaboratively with internal and external stakeholders * Customer Service: Superior customer service skills and commitment to excellence Powered by JazzHR gZFussk2gD

LocumJobsOnline is working with LocumTenens.com to find a qualified Anesthesiology MD in Georgia! About The Position This Job at a Glance • Job Reference Id:ORD-202022-MD-GA, • Title:MD, • Dates Needed:October Ongoing, • Shift Type:Day Shift, • Assignment Type:Inpatient;OR, • Call Required:Negotiable, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:Varies, • Location Type:On-Site, • Government:No, • Percentage Hands On:50%, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1665263EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

Job Description Position: Sales Representative Location: Atlanta, GA Employment Type: Full-Time Salary: $65,000 – $90,000 annually, plus performance-based bonuses About Us At ALZ Advisor Group, we are dedicated to providing exceptional life insurance solutions tailored to meet the needs of our clients. We believe in empowering our team members with the tools and resources necessary for success. Our supportive environment fosters growth and development, making it an ideal place for motivated individuals looking to start or advance their careers in the insurance industry. We are seeking motivated individuals with various backgrounds including, but not limited to, sales, customer service, business development, real estate, healthcare, insurance, finance, and recent college grads to join our dynamic team as Life Insurance and Financial Services Sales Agents. No prior experience is necessary; however, a strong desire to learn and succeed is essential. In this role, you will leverage your existing skills and networks to help clients secure their financial futures through tailored life insurance solutions. Mut be motivated and willing to obtain your insurance and/or investment licenses. We will cover the full cost of the required licensing. Licensed and Unlicensed candidates are also welcome to apply. As a Life Insurance Sales Agent, you will be responsible for: • Build rapport with clients by understanding their unique needs and concerns., • Assessing clients' insurance needs and recommending appropriate products., • Educate clients about various life insurance products and their benefits., • Maintain ongoing relationships with clients to ensure satisfaction and retention., • Meeting sales targets and contributing to team goals., • Participating in ongoing training and professional development., • Network to generate leads and referrals. Qualifications • No prior experience is necessary; however, a strong desire to learn and succeed is essential., • Excellent communication and interpersonal skills., • Self-motivated with a positive attitude., • Ability to work independently as well as part of a team., • Strong interpersonal skills with the ability to communicate complex information clearly., • High level of persistence and resilience in overcoming objections., • A passion for helping others achieve peace of mind through financial security. Benefits • Competitive salary with performance-based bonuses., • Monthly performance bonuses based., • Stock awards., • An opportunity to earn agency ownership., • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you are ready to embark on a rewarding career in life insurance sales join us today! Help make a meaningful impact on people's lives while enjoying the rewards of a successful career in life insurance sales! Please submit your resume and we will follow up with the next steps of the interview process.

LocumJobsOnline is working with LocumTenens.com to find a qualified Pediatrics MD in Atlanta, Georgia, 30301! About The Position This Job at a Glance • Job Reference Id:ORD-201240-MD-GA, • Title:MD, • Dates Needed:Sept/October- 3 months with option to extend or convert, • Shift Type:Day Shift, • Assignment Type:Outpatient, • Call Required:No, • Board Certification Required:Negotiable Additional Job Details • Case Load/PPD:22-25, • Support Staff:2 MA's per provider, • Patient Population:Peds, • Location Type:On-Site, • Prescriptive Authority Required:Yes, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: 1661638EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

LocumJobsOnline is working with LocumTenens.com to find a qualified Interventional Radiology MD in Georgia! About The Position This Job at a Glance • Job Reference Id:ORD-193774-MD-GA, • Title:MD, • Dates Needed:1/1/2026 (potentially sooner), • Shift Type:Day Shift;Call;24-Hour Call, • Assignment Type:Inpatient, • Call Required:Yes, • Board Certification Required:Yes Additional Job Details • Case Load/PPD:TBD, • Location Type:On-Site, • Government:No, • Procedures:Ports & Venous access, G-Tubes, Biopsies, Drains, Biliary Drainage. Vertebral augmentation. Dialysis access intervention (Declot, • Precision job matching with proprietary algorithm, • Rapid credentialing with Axuall Digital Wallet, • Concierge support with a dedicated clinician deployment specialist, • Digital hub for assignment details Contact: LocumTenens.com recruiter has the specialized knowledge and personal connections to source premier assignments while negotiating top pay on your behalfLT Online Experience gives you one-stop visibility into your past and future assignments, presents, time and pay, preferences, travel info and document storageLocumTenens.com provides paid malpractice insurance (A++), paid housing and travel, comprehensive onboarding, 1099 financial consulting, and credentialing, privileging, and licensing assistance 1634856EXPPLAT About LocumTenens.com The need has never been greater to connect great clinicians and great healthcare facilities. Thats what we do. Every day. Were LocumTenens.com. We connect clients and clinicians to take care of patients. How do we do it? By doing it better than everyone else. Whether youre looking for a locum tenens job or locum tenens coverage, our experienced agents have the specialized knowledge, know-how, and personal relationships to take care of you and your search. LocumTenens.com provides comprehensive onboarding and optional 1099 financial consulting from a partner advisor. We cover your malpractice insurance (A++) and provide assistance with credentialing, privileging, licensing, housing and travel. Our LocumTenens.com agents have the specialized knowledge and personal connections to provide the best locum tenens experience and negotiate top pay on your behalf.

Job DescriptionBenefits: • 401(k), • Company parties, • Health insurance, • Opportunity for advancement Job Description Overview: We are not just offering a job but a meaningful career! Come join our passionate team! If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned based role, we would love to talk to you. At Cleo Meyers State Farm Agency, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent. Responsibilities: Offer comprehensive financial planning and advice to existing State Farm customer households. Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model. Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current. Demonstrate a deep understanding of financial markets and sound business judgement. Exhibit unwavering integrity that points toward doing right by clients at every opportunity. Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments. Provide a holistic view of clients needs and financial coaching beyond investments. Understand and ensure business adherence with Cleo Meyers State Farm agency and financial industry regulatory policies. Required Qualifications: Bachelor's degree preferred. Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses. Minimum of 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity

Job DescriptionDescription: We are in search of a highly skilled and strategic General Counsel to serve as the principal legal advisor for our organization. This key role involves overseeing all legal affairs, ensuring strict compliance with relevant laws and regulations, and delivering expert legal insights to our leadership team. The ideal candidate will possess a deep understanding of complex legal frameworks and be adept at navigating the intricacies of corporate law, while also demonstrating exceptional communication and analytical skills to influence decision-making at the highest levels of our organization. • Legal Advisory:?Deliver comprehensive and expert legal counsel to the leadership team and various departments, addressing a diverse array of issues. This includes guidance on governance structures, ensuring adherence to regulatory compliance, negotiating and drafting contracts, navigating real estate transactions, and providing strategic advice in litigation matters., • Compliance Management: Ensure that the organization adheres to all relevant federal, state, and local laws and regulations. This includes compliance with real estate laws governing property transactions, corporate standards that dictate ethical business practices, and industry-specific regulations that apply to our field. Adhering to these legal frameworks is essential for maintaining our integrity and operational legitimacy., • Oversee and manage all litigation, with a focus on commercial disputes, landlord/tenant issues, and eviction proceedings., • Lead efforts in debt collection and recovery, ensuring compliance with applicable laws and maximizing recovery outcomes., • Advise on real estate transactions, property tax matters, and appeals., • Debt Collection Litigation: Represent the company in debt collection lawsuits, including preparing and filing legal documents, attending hearings, and handling post-judgment proceedings., • Draft, review, and negotiate contracts, leases, and other legal documents., • Contract Management:?Prepare, analyze, and negotiate a diverse range of contracts, agreements, and legal documents to effectively protect the organization’s interests. This involves ensuring that all contractual obligations are clearly defined, fulfilled, and legally enforceable. Additionally, leverage a solid foundation in financial and accounting principles to enhance the organization’s compliance and risk management strategies. Requirements: Qualifications • Juris Doctor (JD) degree from an accredited law school., • Admission to, and in good standing with, the State Bar of Georgia, • Minimum of 5 years of legal experience, with experience in real estate law, corporate governance, and regulatory compliance., • Proven track record of providing strategic legal counsel to senior leadership and managing complex legal issues., • Strong understanding of federal, state, and local real estate laws and regulations., • Excellent negotiation, communication, and interpersonal skills., • Ability to work independently and manage multiple priorities in a fast-paced environment., • Experience with litigation management and working with outside counsel., • Commitment to ethical standards and integrity

Job DescriptionTRC’s client has a direct hire, mostly remote opportunity for a Tax Manager for their Non-Profit division! This position is with a leading public accounting firm headquartered here in Atlanta. They offer great benefits and significant growth opportunities! What You’ll Do · Provide innovative tax planning, compliance, and consulting services to nonprofit clients. · Review Forms 990, 990-EZ, and 990-PF for private foundations, public charities, and other nonprofits (approximately 50% of time, expected to grow). · Review corporate, partnership, trust, and individual tax returns (decreasing over time as nonprofit work increases). · Manage multiple complex projects, including client communications, data analysis, and coordination of resources. · Research and advise on Unrelated Business Income Tax (UBIT) and other nonprofit-specific issues. · Oversee preparation and review of tax-exempt status reinstatements and Form 1023 applications. · Collaborate with outside advisors to provide comprehensive client planning. · Mentor and develop junior staff, providing training and guidance on nonprofit tax matters. · Serve as an internal resource on nonprofit tax and financial best practices. · Support staff training, including annual nonprofit tax preparation sessions for new hires. · Contribute to business development by building client and advisor relationships. What You Bring · 5+ years of public accounting experience, including prior management responsibilities. · Active CPA or EA license. · 8+ years preparing and reviewing nonprofit returns (foundations, charities, and other exempt organizations). · Proven experience supervising tax professionals. · Strong client service orientation with excellent communication and time management skills. · Location: Atlanta or Chattanooga preferred; remote candidates in EST or CST time zones considered.

Job Description LHH (Atlanta) is partnering with a fast-growing, real estate investment and property management firm based in Atlanta to find a strategic and results-driven Chief Financial Officer (CFO). This is a high-impact executive role responsible for driving the company’s financial strategy, overseeing all core finance functions, and supporting continued growth through operational excellence and strategic leadership. The CFO will work directly with the CEO and executive team to scale the business and unlock long-term value. Key Responsibilities * Act as a key strategic advisor to the CEO and leadership team, shaping financial direction and business planning. * Lead all financial operations including accounting, FP&A, reporting, cash management, tax, and compliance. * Build and manage banking, investor, and capital partner relationships. * Drive financial modeling, forecasting, and performance metrics to support growth and asset optimization. * Implement scalable systems, internal controls, and risk management practices. * Manage and mentor a high-performing finance and accounting team. * Ensure regulatory compliance and lead external audit and tax engagements. Qualifications * CPA required * 10+ years of progressive financial leadership, including 5+ years in a senior executive finance role. * Strong background in real estate or property management (highly preferred). * Proven success leading financial strategy in a fast-paced, high-growth environment. * Strong leadership, communication, and stakeholder management skills. Pay Details: $225,000.00 to $300,000.00 per year Search managed by: Stephen Briggs Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: 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 About Keystone Management Keystone Management is a growing facilities management partner serving multi-site operations across the U.S. Our teams support complex environments— including aviation and large commercial properties—where uptime, safety, and clear communication matter every single day. We’re builders and problem-solvers who roll up our sleeves, stand up strong processes, and deliver consistent, high-quality service for clients who expect operational excellence. We're seeking a strategic HR leader to join Keystone Management as Director of Human Resources. In this role, you'll serve as a key strategic partner and trusted advisor to our business leaders, helping shape our organization's future while ensuring excellence in HR service delivery. The HR Director reports to the President & Chief Integration Officer and serves as the primary point of contact for all people-related initiatives, personally managing key HR deliverables while supporting Keystone's strategic objectives. Location: In Office, Atlanta, GA (Midtown) What You'll Do * Provide high-level HR consulting and develop innovative solutions that support business goals * Partner with senior leadership to execute strategic business and HR initiatives * Coach leaders through complex people challenges and sensitive situations * Lead organizational design efforts to support company strategy * Oversee core HR functions including: * Talent acquisition and workforce planning * Performance management * Compensation and benefits * Training and development * Employee relations * Drive change management and transformation initiatives * Lead key HR projects and strategic initiatives What You'll Bring * 10+ years of progressive HR experience with at least 4 years in a hands-on leadership role * Bachelor's degree in Human Resources, Business, or related field * Proven experience leading teams and delivering results through others * Strong business acumen, including understanding of financial drivers and labor costs * Expert-level relationship building and stakeholder management skills * Advanced problem-solving abilities with an analytical mindset * Demonstrated ability to manage multiple priorities in a fast-paced environment * Track record of selecting and developing top talent * Comprehensive knowledge of HR laws and regulations Preferred Qualifications * SPHR or SHRM-SCP certification * MBA or JD * Experience with Collective Bargaining Agreements * Facilities management industry experience * HR Center of Excellence experience Success in This Role Means You * Build lasting, trusting relationships * Provide expert consultation * Think innovatively about challenges * Demonstrate excellent listening and diagnostic skills * Communicate effectively across all levels * Commit to continuous improvement Other Requirements * Must pass drug test, background checks (company and FAA), and driving history check * Valid driver's license required * Physical requirements include ability to: Stand and sit for extended periods , Perform various physical movements (reach, twist, bend, etc.), Operate standard office equipment, Function in high-pressure situations EOE Statement: Keystone Management, LLC is an Equal Opportunity/Affirmative Action employer. It is our policy to employ qualified applicants for all positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, disability, genetic information, or other protected status Powered by JazzHR cqSw9psi5n

Job Description Position Summary: This is an exciting opportunity to help shape the financial foundation of a rapidly scaling multi-billion-dollar auto lending business. As a Senior Financial Analyst at Stellantis Financial Services, you will be responsible for analyzing, interpreting, and planning the company’s financial performance while ensuring adherence to accounting principles and standards. You will look beyond the numbers to provide meaningful insights that ensure we meet or beat financial targets in our next phase of growth. Essential Duties and Responsibilities: • Conducting financial analysis, forecasting, budgeting, and variance analysis for use in the development of financial business decisions, • Drive the month end close in partnership with the business and accounting for your area., • Utilize month end close results and business insights to develop and lead a 12-month rolling forecast., • Assists with the annual budget process as well as periodic re-forecasts., • Collaborate with cross-functional teams serving as their trusted financial advisor., • Works closely with accounting management and senior management in preparing monthly, quarterly and annual financial reports., • Identifies ways to promote efficiency within the financial reporting process through new templates, systems, and data relationships., • Reconciles general ledger data to various sub-ledger and system data., • Assist in developing presentations to executive management, affiliates, and external entities., • Develop appropriate planning and reporting tools using current and new systems., • Identifying financial risks and recommending mitigation strategies, while also ensuring compliance with financial regulations., • Ad hoc financial analysis of financial and operating metrics as directed by management., • Support business area as needed on special projects., • Preserve organization’s value by being a good custodian of confidential information., • All other duties as assigned. Qualifications and Competencies Required Competencies: • Analytical – Collects and researches data; Uses intuition and experience to complement data; Strong analytical skills, • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions, • Customer Service - Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; ., • Initiative - Looks for and takes advantage of opportunities; Asks for and offers help when needed. Required Experience: • Minimum 4 years of experience in Finance Analysis or Accounting., • Advanced Excel including Power Query and Power Pivot., • Strong analytical and problem-solving skills, with keen attention to detail, demonstrated integrity, and professionalism, while effectively multitasking and prioritizing diverse tasks., • Ability to work independently and collaboratively, along with strong organizational and time management skills. Education: • Bachelor’s degree in accounting, Finance, or related field. Skills Required: • Travel 0-10% - as required on an as needed basis., • Must have reliable transportation and live within a commutable distance to one of the following cities: Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX; Phoenix, AZ. Qualifications Preferred: • MBA or CPA Preferred, • Strong and extensive knowledge of US GAAP and IFRS., • Experience in the auto finance industry or lending industry, • Proficiency of ERP and Financial Reporting applications., • Ability to write and execute SQL queries., • Proficiency in dashboarding tools including PBI, Tableau, etc., • Proven ability to perform under pressure and stress and to adjust plans to meet changing needs and requirements Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit for long periods of time, use hands and arms to operate office equipment including but not limited to a keyboard, mouse and phone, will occasionally need to reach, stoop, stand or walk. The employee must be able to see (close vision), hear, speak, and communicate verbally. The employee may occasionally lift and/or move up to 10 pounds. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.

Job Description Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience. Position Summary: The Product Principal will lead the strategic vision, execution, and lifecycle of Stellantis Financial Services’ fintech product portfolio, with a focus on captive auto finance. This senior role requires deep expertise in financial technology, auto lending, and scaled Agile practices. You will oversee multiple product teams, drive enterprise product strategy, and deliver scalable, customer-centric solutions that align with corporate goals. Serving as the key technology liaison to business units, you will guide strategic initiatives, resolve escalations, and ensure alignment with executive leadership. As a thought leader and mentor to senior product staff, you will champion innovation, foster cross-functional collaboration, and deliver impactful solutions that advance the company’s competitive position. Essential Duties and Responsibilities: • Define and execute strategic product roadmaps aligned with Stellantis Financial Services’ mission, market trends, and regulatory frameworks., • Drive enterprise innovation through advanced market analysis, competitor benchmarking, and emerging technologies (AI, blockchain, open banking)., • Oversee end-to-end fintech product lifecycles, including loan origination, digital payments, and dealer financing ecosystems., • Translate business objectives and customer needs into actionable product strategies that balance innovation, scalability, and ROI., • Lead cross-functional collaboration across engineering, design, compliance, marketing, and executive leadership to deliver seamless, compliant solutions., • Serve as a strategic advisor to C-suite leaders, dealership networks, and financial partners, championing product adoption and alignment., • Partner with Procurement and IT to assess vendor capabilities, negotiate contracts, and ensure technical feasibility of large-scale initiatives., • Mentor Senior Product Managers and Owners, cultivating leadership, accountability, and continuous product improvement., • Leverage analytics and testing (e.g., KPIs, A/B testing, MVPs) to optimize product performance and enhance customer experience. Experience & Expertise: • 8+ years of product management experience, including 3+ years in a senior role leading fintech or auto finance portfolios in regulated environments., • Expertise in auto finance operations (e.g., loan origination, credit decisioning, dealer financing) and emerging fintech technologies such as AI, blockchain, and cloud platforms., • Proven success in driving enterprise-wide product strategies, leveraging Agile frameworks (SAFe, Scrum, Kanban) and tools (Jira, Confluence, Aha!) to deliver measurable outcomes. • Bachelor’s degree in Business, Finance, Computer Science, Engineering, or a related field; MBA or advanced degree preferred. Skills Required: • Strategic Product Leadership: Proven ability to define and communicate transformative product visions aligned with enterprise goals, market trends, and regulatory frameworks., • Portfolio & Prioritization Expertise: Skilled in managing complex product portfolios using prioritization frameworks (e.g., RICE, Value vs. Effort) to drive high-impact decisions., • Customer-Centric & Outcome-Driven: Deep commitment to solving customer problems through research, empathy, and iterative design, with a focus on measurable business results., • Scaled Agile & Cross-Functional Execution: Advanced expertise in enterprise Agile (SAFe, LeSS) and orchestrating cross-functional teams across engineering, compliance, and marketing., • Data & Technical Acumen: Proficient in leveraging analytics (e.g., SQL, Tableau, Power BI) and understanding fintech architectures (e.g., APIs, cloud, microservices) to guide strategy., • Industry and Domain Expertise, • Deep understanding of consumer and dealer payment flows, including ACH, debit/credit card processing, digital wallets, and loan servicing platforms., • Familiarity with auto finance regulations, compliance, and risk management in digital payments., • Leadership & Collaboration Demonstrated, • Success leading cross-functional teams including engineering, design, operations, and compliance., • Ability to influence and communicate effectively with senior stakeholders and executive leadership., • Technical Acumen, • Strong understanding of API integrations, payment gateways, and real-time transaction processing., • Experience working with Agile/Scrum methodologies and tools like JIRA, Confluence, or Azure DevOps. Travel 0-10% - as required on an as needed basis. Must have reliable transportation and live within a commutable distance to one of the following cities: Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX; Phoenix, AZ. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Work Schedule This position requires the ability to work various shifts to accommodate business needs. Typically, between the hours of 8AM-6PM Monday through Friday and on weekends as needed. Travel is required 10% of the time. Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.

Job Description Enabling safe and rewarding digital lives for genuine people, everywhere We make it our mission to ensure more genuine people have digital access to opportunities, and businesses have access to more genuine people. Our technology draws on diverse and reliable data to create a single point of truth for identity and address verification. With over 30 years of experience behind us our team and technology are focused on enabling safe and rewarding digital lives for everyone. Regardless of age, location or background, genuine people everywhere should be able to digitally prove who they are and where they live. About the team and role Professional Services Team, GBG Americas The Professional Services team at GBG in the Americas region is a dynamic group of client-focused experts dedicated to delivering tailored identity and fraud solutions across a diverse portfolio of industries. This team partners closely with customers to ensure the successful implementation, optimization, and long-term value realization of GBG’s technology. With a strong emphasis on collaboration, innovation, and service excellence, the team operates in a fast-paced environment where cross-functional engagement and continuous learning are key. Joining this team means becoming part of a culture that values strategic thinking, customer success, and professional growth. The Role As a Senior Professional Services Consultant at GBG, in the Americas region, you will serve as the critical technical liaison between our identity verification platform and our enterprise clients. This role goes beyond traditional implementation. You're a trusted advisor who leads customers through complex solution deployments and remains engaged to ensure long-term success. You’ll drive adoption, troubleshoot challenges, and uncover opportunities for optimization and growth. This position blends the responsibilities of an implementation engineer, customer advocate, and strategic consultant, offering a unique opportunity to make a measurable impact across high-profile client engagements. What you will do • Lead technical implementations from kick-off to go-live, designing custom API/SDK integrations that fit each customer's unique architecture, • Build lasting customer relationships by staying engaged post-implementation, monitoring their success, and helping them get the most value from our platform, • Create customer-specific documentation and run training sessions to ensure their development teams can effectively use and maintain their integration, • Act as a strategic technical advisor, identifying expansion opportunities and consulting on compliance, security, and scalability challenges, • Be the voice of the customer internally, working with our product teams to address gaps and influence our roadmap based on real customer needs Skills we are looking for • 5+ years in customer-facing technical roles like Professional Services, Solutions Engineering, or Technical Consulting, • Strong programming background with experience in languages like Python, Java, JavaScript, or C#, • API and SDK integration expertise with hands-on experience building and troubleshooting REST APIs, webhooks, and enterprise integrations, • Exceptional communication skills – you can explain complex technical concepts to both developers and business stakeholders, • Documentation and training experience creating technical guides and delivering enablement sessions, • Project management capabilities with experience juggling multiple customer implementations simultaneously, • Problem-solving mindset with strong troubleshooting skills and the ability to work under pressure, • Experience in regulated industries like financial services, healthcare, or telecommunications, • Identity verification or fintech background with an understanding of KYC/AML compliance requirements, • Global team collaboration experience working across time zones, • Cloud platform knowledge (AWS, Azure, GCP) and enterprise security best practices Benefits To find out more As an equal opportunity employer, we are dedicated to creating a diverse and inclusive workplace where everyone feels valued and empowered. Please inform your GBG Talent Attraction Partner if you require any reasonable adjustments to the interview process. To chat to the Talent Attraction team and find out more about our benefits and why we’re a great place to work, drop an email to and we’ll be in touch. You can also find out more about careers at GBG and check out our current opportunities at gbgplc.com/careers.

Job Description About OnPay OnPay is a fast-growing software company headquartered in Atlanta offering a modern cloud-based payroll, HR, and benefits solution for small to mid-size businesses. We’re currently seeking talented and curious individuals to join our team. We want to hear from you if you are interested in becoming a part of an exciting and fast-growing company! Learn more at OnPay.com We do not accept in-person applications; please apply using our careers site. Job Summary: Inside Sales Reps at OnPay are primarily responsible for engaging with prospective and incoming clients to familiarize them with OnPay’s system and services. The day-to-day activity of an Inside Sales Rep involves conducting outbound calls and emails to educate prospects regarding OnPay, generate qualified sales opportunities, and provide consultative guidance to prospects and clients on how to get started with our services quickly, easily, and accurately. We fully understand that it is our client's success that makes us great. By doing business in this way, we deliver an exceptional experience resulting in saved time and money for our clients. Role Responsibilities: * Get to know our clients' business challenges along with their Payroll, Benefits, and HR needs to show them how OnPay's solutions can make their lives easier and their businesses run smoother * Create a great first impression as the initial point of contact by showing enthusiasm about OnPay * Energetically engage with prospective clients as an educational resource to help them feel comfortable about our solutions * Consultative sales through high-volume outbound calls and follow-up communications to engage prospects * Quickly build relationships with prospective clients so that you can serve as their trusted advisor * Close collaboration with Onboarding, Benefits, Partnerships, Product, and other teams at OnPay to set the client up for success * Unique opportunity to fully manage a full-cycle sales process from start to finish * Seek out self-development opportunities and industry knowledge to better perform in your current role and grow with OnPay * Be open and willing to adapt to changes in your process through testing and collaboration with your teammates - Always look to improve Traits and Skills We Seek: * Superior interpersonal skills with the ability to work with various types of clients * Must be coachable while showing attentiveness, flexibility, patience, and empathy * Excellent written and verbal communication * Ability to manage multiple tasks simultaneously, with a sense of urgency * Problem solver who enjoys helping others * Collaborative, team mentality * Self-starter and highly motivated to make a meaningful impact at a fast-growing, exciting company Education and Experience: * 0-2 years in a client-facing role and/or sales development role * Prior Payroll experience is a plus * College experience (degree strongly preferred) Perks: • A casual team-oriented environment with a solid work/life balance and flexible work options, • Competitive pay, including bonuses and stock options, • A comprehensive benefits package which includes four weeks of paid time off plus paid holidays, Medical, Dental, Vision, Short-term/Long-term Disability, Life Insurance, Fertility Benefits, Parental Leave, and a 401(k) plan plus a company match, • On-site training at our Ponce City Market HQ, • Stocked kitchen with a variety of snacks and drinks, • Ponce City Market employee discounts & more! The pay rate for the role is $25/hr plus commissions in Atlanta, GA. Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above. Recruiting Fraud Alert: To all candidates: your personal information and online safety are top of mind for us. At OnPay, recruiters only direct candidates to apply through our official career page at careers.onpay.com Recruiters will never request payments or ask for financial account information or sensitive information like social security numbers. If you are unsure if a message is from OnPay, please email OnPay is proud to be an equal-opportunity workplace dedicated to pursuing and hiring a diverse workforce. We want candidates from multiple backgrounds and lifestyles to create a broader set of perspectives. We make all employment decisions without regard to gender, sexual orientation, gender identity, race, color, religion, age, pregnancy, national origin, veteran status, disability, or any other classification protected by applicable laws.

Job DescriptionCompany Description CapTech is an award-winning consulting firm that collaborates with clients to achieve what’s possible through the power of technology. At CapTech, we’re passionate about the work we do and the results we achieve for our clients. From the outset, our founders shared a collective passion to create a consultancy centered on strong relationships that would stand the test of time. Today we work alongside clients that include Fortune 100 companies, mid-sized enterprises, and government agencies, a list that spans across the country. Learn more at captechconsulting.com. Job Description Business System Analysts (BSA) at CapTech work side-by-side with key business and technical stakeholders to elicit solution requirements, drive the solution design, and ensure the finished product meets the needs of the business. Our BSAs work on a variety of projects from mobile and content management systems, to large integration and modernization efforts spanning multiple lines of business. BSAs at CapTech bridge the gap between business and technology to ensure solutions provide the value the business needs as well as being scalable and maintainable to support the ever-changing needs of the organization. CapTech BSAs are called upon to provide leadership through experience and help shape the strategy of our clients. Specific responsibilities for the Business System Analyst position include: • Quickly become familiar with client business challenges and technologies in order to act as a SME and trusted advisor to client stakeholders., • Act as key player in a team environment through all phases of the system delivery lifecycle., • Assist the technical team in solution design including data modeling, interface design, and state transition definition., • Analyze data to understand the current state data structures and quality and how the data might impact the business objectives of the client., • Provide connection between technical and business views to ensure that high quality and impactful solutions are delivered for our clients., • Evaluate the current state of an organization and work with the client to define the desired future state, • Perform gap analysis to identify capability gaps within the organization and propose and evaluate alternative solutions that will fulfill the business needs., • Coordinate integration and user acceptance testing activities., • Work with client stakeholders to understand high level business needs and elicit detailed requirements using various methods. Qualifications Qualifications Specific qualifications for the Business System Analyst position include: • Bachelor’s degree in Business Administration, Computer Science, MIS or equivalent combination of education and experience, • Demonstrated progression and growth as a Business Systems Analyst through past career experiences with a minimum of 8 years of experience on IT-related projects., • Familiarity with multi-system integration and common issues that can arise when integrating enterprise technologies., • Experience creating sequence, data flow, and process flow diagrams that visualize the future state., • Awareness of object-oriented development practices and the ability to define objects within an organization and individual processes., • Understanding of modern IT architecture solutions (Cloud, APIs, etc.)., • Excellent written and verbal communication skills leveraged to interface with senior business leadership and technical resources., • Lead and mentor other junior analysts., • Strong presentation skills at the executive level., • Ability to write and perform basic SQL queries required., • Software development work or education experience preferred., • Proficiency with Microsoft Office Suite as well as agile project management software (e.g. JIRA)., • Prior consulting experience preferred. Additional Information We want everyone at CapTech to be able to envision a lasting and rewarding career here, which is why we offer a variety of career paths based on your skills and passions. You decide where and how you want to develop, and we help get you there with customizable career progression and a comprehensive benefits package to support you along the way. Alongside our suite of traditional benefits encompassing generous PTO, health coverage, disability insurance, paid family leave and more, we’ve launched extended benefits to help meet our employees’ needs. • Learning & Development – Programs offering certification and tuition support, digital on-demand learning courses, mentorship, and skill development paths, • Modern Health –A mental health and well-being platform that provides 1:1 care, group support sessions, and self-serve resources to support employees and their families through life’s ups and downs, • Carrot Fertility –Inclusive fertility and family-forming coverage for all paths to parenthood – including adoption, surrogacy, fertility treatments, pregnancy, and more – and opportunities for employer-sponsored funds to help pay for care, • Fringe –A company paid stipend program for personalized lifestyle benefits, allowing employees to choose benefits that matter most to them – ranging from vendors like Netflix, Spotify, and GrubHub to services like student loan repayment, travel, fitness, and more, • Employee Resource Groups – Employee-led committees that embrace and incorporate diversity and inclusion into our day-to-day operations, • Philanthropic Partnerships – Opportunities to engage in partnerships and pro-bono projects that support our communities. At this time, CapTech cannot transfer nor sponsor a work visa for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship. #LI-JB-1

Job Description Great Hill Solutions, LLC is part of the Seneca Nation Group (SNG) portfolio of companies. SNG is Seneca Holdings' federal government contracting business that meets mission-critical needs of federal civilian, defense, and intelligence community customers. Our portfolio comprises multiple subsidiaries that participate in the Small Business Administration 8(a) program. To learn more about SNG, visit the website and follow us on LinkedIn. Our team of talented individuals is what makes us successful. To support our team, we provide a balanced mix of benefits and programs. Your total rewards package includes competitive pay, benefits, and perks, flexible work-life balance, professional development opportunities, and performance and recognition programs. We offer a comprehensive benefits package that includes medical, dental, vision, life, and disability, voluntary benefit programs (critical illness, hospital, and accident), health savings and flexible spending accounts, and retirement 401K plan. One of our fundamental principles is to offer competitive health and welfare benefits to our team members, providing coverage and care for you and your family. Full-time employees working at least 30 hours a week on a regular basis are eligible to participate in our benefits and paid leave programs. We pride ourselves on our collaborative work environment and culture, which embraces our mission of providing financial and non-financial benefits back to the members of the Seneca Nation. Great Hill Solutions, LLC is seeking a highly experienced Epidemiologist IV to support the Centers for Disease Control and Prevention (CDC). This role is critical to advancing global surveillance, detection, and response capabilities for respiratory viruses. The position will serve as a senior technical expert and liaison to international partners, including Ministries of Health and global public health organizations. Roles and Responsibilities: • Serve as a respiratory viral surveillance expert for GRVB, supporting both research and non-research initiatives., • Act as the primary point-of-contact for collaborations with Ministries of Health in South and Central America and other regions as needed., • Provide technical support to international partners (e.g., UCSF, TEPHINET, PAHO) on proposal development, activity planning, data analysis, and scientific writing., • Liaise with U.S. Government partners, including CDC regional and country offices and U.S. embassies., • Develop and support protocols and guidance documents for respiratory viral surveillance., • Offer strategic guidance on laboratory components of sentinel, universal, and event-based surveillance., • Coordinate GRVB activities across teams and regions., • Support the development and delivery of surveillance training programs globally., • Participate in public health emergency responses both domestically and internationally., • Provide regular updates and strategic feedback to GRVB leadership., • Travel internationally up to 25–30% of the time to support technical assistance and training workshops.Required Qualifications:, • PhD/MD with 10+ years of experience.Desired Qualifications:, • Work experience in consultant, epidemiologist, medical epidemiologist, public health advisor, or related field (preferably in a public health setting., • Experience with clinical data., • Ability to work in a public health emergency response environment., • Ability to identify gaps in existing resources., • Ability to be flexible., • Interpersonal communication: telephone, email, and business etiquette., • Strong proofreading skill and attention to detail., • Strong organizational skills., • Experience working with CDC staff at multiple organizational levels., • Experience in facilitating quick turn-around for complex documents. Equal Opportunity Statement: Seneca Holdings provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex/gender, sexual orientation, national origin, age, disability, marital status, genetic information and/or predisposing genetic characteristics, victim of domestic violence status, veteran status, or other protected class status. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation and training. The Company also prohibits retaliation against any employee who exercises his or her rights under applicable anti-discrimination laws. Notwithstanding the foregoing, the Company does give hiring preference to Seneca or Native individuals. Veterans with expertise in these areas are highly encouraged to apply.

Job Description Senior ABL Business Development Officer SouthStar Capital, LLC Locations: Dallas, TX | Charlotte, NC | Atlanta, GA | Mt. Pleasant, SC Employment Type: Full-Time | Hybrid/Flexible About SouthStar Capital At SouthStar Capital, we’re on a mission to be the best at what we do: helping businesses and centers of influence unlock smarter financial decisions with creative, customized solutions. We believe every team member contributes uniquely to this vision—and together, we bring our shared ambition to life. A career at SouthStar Capital offers more than just a job; it’s an opportunity to grow, challenge yourself, and thrive in a supportive, entrepreneurial environment. The Opportunity We are seeking an experienced Senior ABL Business Development Officer to join our dynamic team. Reporting directly to the President, this role will focus on originating and structuring asset-based loans, cultivating strong client and referral relationships, and collaborating with our underwriting team to drive new business growth. This is a senior-level, high-impact position ideal for a strategic thinker and proven dealmaker who thrives in building relationships, developing creative financing solutions, and leading transactions from origination through closing. Key Responsibilities • Origination & Relationship Building, • Develop new business opportunities directly and through established centers of influence., • Build, strengthen, and maintain referral networks with accountants, attorneys, equity and mezzanine investors, peer banks, and affiliates., • Transaction Structuring & Analysis, • Conduct preliminary prospect analysis, including structuring and pricing deals based on credit risk., • Prepare and present detailed proposals tailored to prospective client needs., • Draft memoranda to secure senior management approval for proposals., • Deal Execution, • Partner closely with the underwriting team to ensure timely loan closings., • Provide support on credit approval memoranda, loan documentation, and client onboarding., • Market Leadership, • Represent SouthStar Capital as a trusted advisor in the marketplace., • Demonstrate thought leadership in ABL and working capital solutions to deepen client relationships and expand market share.Qualifications, • Bachelor’s or master’s degree in finance, accounting, or a related field., • 10–15 years of proven experience in asset-based lending., • Deep expertise in credit analysis, risk management, and deal structuring., • Strong executive presence with extensive client-facing experience at the C-suite level., • Demonstrated ability to craft and deliver holistic working capital solutions across diverse client needs., • Proven success in fostering long-term client relationships, driving account growth, and deepening partnerships., • Track record of building collaborative partnerships across lines of business to identify opportunities and drive sustainable revenue growth., • Strong people leadership, communication, and organizational skills., • Technical proficiency in Salesforce, MS Excel, MS Word, and MS PowerPoint., • Flexibility to travel as required., • Ability to thrive in a hybrid/flexible work environment, with an expectation of at least three days per week in-office (in markets where offices are located) and the flexibility to work remotely on other days.What We Offer, • Hybrid Flexibility: A balanced work model with at least three days per week in-office (in markets with offices) and flexibility to work remotely on other days., • Compensation & Incentives: Competitive base salary, performance-based bonus tied to production, and profit-sharing opportunities as outlined in company guidelines., • Comprehensive Benefits: Full benefits package including medical, dental, vision, 401(k), life insurance, short-term disability, and generous paid time off., • Impact & Growth: Direct exposure to executive leadership, autonomy in deal origination, and the ability to help shape the future of SouthStar’s asset-based lending practice., • Culture & Collaboration: A collaborative, entrepreneurial environment where your ideas matter, your expertise drives real results, and your professional growth is supported. Why Join SouthStar Capital? If you’re passionate about building long-term relationships, structuring complex transactions, and driving growth in asset-based lending, SouthStar Capital offers the platform to elevate your career. You’ll work alongside an experienced team, have direct access to decision-makers, and contribute to a firm that values innovation, agility, and client success. ???? Ready to take the next step? Apply today and help us shape the future of ABL at SouthStar Capital.

Job Description Jacobs & Co. has been a trusted partner in helping borrowers achieve homeownership for over 9 years. Our team-oriented atmosphere fosters a culture of excellence, focused on delivering exceptional customer experiences. We prioritize being a trusted advisor to clients, tailoring services to meet their unique needs and circumstances. We are seeking a dedicated and detail-oriented Mortgage Officer to join our team on-site. The ideal candidate will be responsible for assisting clients in securing mortgage loans, evaluating financial information, and providing exceptional customer service throughout the loan process. Job Requirements * Bachelor's degree in Finance, Business, or a related field. * Proven experience as a Mortgage Officer or similar role. * Strong understanding of mortgage loan products and regulations. * Excellent communication and interpersonal skills. * Ability to analyze financial information and make sound decisions. * Proficiency in mortgage software and Microsoft Office Suite. * Strong attention to detail and organizational skills. Benefits * Competitive salary and performance-based bonuses. * Comprehensive health, dental, and vision insurance. * Retirement savings plan with company match. * Paid time off and holidays. * Professional development opportunities. * Supportive and collaborative work environment.

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.

I am seeking an Analyst for leading Asset Manager / CRE Loan Services Advisor (Atlanta, GA) This is a growth position with a fast-growing global leader in CRE advisory services. The office in the Vinings area. This is a Hybrid role, and they are typically in the office T, W, Th and work from home M and F. The primary function is Asset Management. You will be supporting a large portfolio of CRE loans with above average complexity which could include capital expenditures, renovation, or ground up construction. The ideal candidate will have worked in a similar role and developed commercial real estate asset management fundamentals such as underwriting, excel modeling, financial analysis, financial statements, market research, data analysis, etc. You will gain exposure to various property and deal types, macro and micro market events and trends, complex capital structures from debt and equity perspectives, securitizations (CLO’s, CDO’s, and CMBS loans), warehouse line & financing structures, etc. • 1-2 yrs of experience/training in the commercial real estate or CRE banking industry, • Exposure to complex loan documents and construction draws a plus!, • Excel modeling expertise required including forecasting, DSC ratios, DCF, investment reporting, etc., • Knowledge of financial statements, balance sheets, cash flows, and CRE debt concepts preferred, • Knowledge or experience with CMBS or syndicated transactions also a plus. This is an excellent opportunity for growth where you will be exposed to all institutional CRE asset types and markets while supporting the asset management of a Billion+ dollar loan portfolio.