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

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

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

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

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

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

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service 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 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.

Job Overview This job posting is anticipated to remain open for 30 days, from 25-Sep-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Location: Minnesota Work Type: Full Time Regular Job No: 503881 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Remote | 504101 Colorado | 503755 Puerto Rico | 503742

Job Description Who We Are: We believe a workplace food program is something employees should love and look forward to every day. Powered by technology and a network of over 1,400 restaurants, Fooda feeds hungry people at work through our ongoing food programs located within companies and office buildings. Every day, each Fooda location is served by a different restaurant that comes onsite and serves fresh lunch from their chef’s unique menu. Now with over 30 million meals sold, Fooda operates in over 20 major US cities and plans for continued expansion. Eight out of ten employees consider Fooda their number one perk. Position Overview: The Corporate Event and Catering Manager performs a critical oversight for one of Fooda’s largest Enterprise (Cafeteria Replacement) clients. In this role you will oversee all events for the client ranging in scale and number of attendees (e.g. lunches for 20 employees to corporate meetings for 500+ attendees) This role will be directly responsible for the management of the catering function at a particular Fooda Client Account, including Day to Day Catering , Meeting and Event Planning, and Company wide special events. This role will hold ownership in creating unique dining experiences from start to finish. In addition to working directly with our client, this role will also serve as the main point of contact for all outside vendors. The Corporate Catering and Event Manager will also serve as a Customer Success Advisor to our client to ensure Fooda Best Practices are being met as well as finding potential additional opportunities to enhance the daily operations for employees and customers. What You Will Be Doing: • Serve as the leader and main point of contact while working with our client to plan all catering Events at client location, may include weekend and evening events, • Lead, plan, execute, and closeout for all large meeting and events., • Provide necessary details to relevant stakeholders and manage the flow of events including space requirements, menu development, marketing, design & décor, execution, and post mortem evaluation on event success., • Lead the process in creating and executing day to day catering orders aligning to event specifications and client requests., • Provide leadership and direction to onsite staff, including direct employees and contracted partners, communicate all event details including menu items, catering orders and specific duties for staff members, • Ensure inventory is being properly monitored as well as completing all necessary event administration., • Serve as an internal resource to client to ensure Fooda & Client best practices are being met., • You have at least six years experience in an event or catering capacity with at least two years of management experience (preferred), • You have proficient knowledge of both corporate catering and event operations, • You are customer service orientated and have strong communication skills (both written and verbal), • You have strong project management skills and know how to prioritize tasks aligning to both internal and client needs, • You have a passion for hospitality and are willing to work flexible hours as needed, • You are a self starter who enjoys being in a fast paced environment, • You currently have established relationships with multiple vendors aligning to event specifications of all types, • You enjoy working in both a team environment as well as independently, • Bachelor's degree in business, hotel/restaurant management or a related field, and/or appropriate combination of education and experience to support on the job effectiveness., • 5-7 years of catering sales or sales experience, with at least 3-5 years in a management role., • Prior experience in a similar venue with more than $5M in food and beverage sales., • Demonstrated financial acumen; P&L accountability and/or contract-managed service experience, • Must possess strong knowledge of food and wine for menu development., • Must possess strong knowledge of food and beverage financials, operations procedures, controls and administration, as well as awareness and ability to perform all sales-related functions., • Solid and proven track record for sales and leadership success., • Tech savvy, with high proficiency in all Microsoft Office programs., • Demonstrated success in interfacing with a variety of organizational functions and divisions to accomplish tasks., • Proven ability to work effectively with all levels of staff and management; Ability to promote and participate in team environment concepts., • Self-starter who can work independently and on several tasks/projects simultaneously, and who can contribute to functional areas of the business outside of retail operations., • Ability to communicate effectively both orally and in writing., • Competitive market salary $70k-$80k, • Stock options based on experience, • Comprehensive health, dental and vision insurance plans, • 401k retirement plan with company match, • Paid maternity and parental leave benefits, • Flexible spending accounts, • Company-issued laptop, • Daily subsidized lunch program (ours!) and free food and beverages in the office 7vHYQyKrL4

Job Description We are looking for an experienced Director of Revenue to join our team on a contract basis. This role focuses on managing critical revenue operations and ensuring compliance with ASC 606. The position offers the opportunity to collaborate across multiple departments, including Sales, FP& A, and Legal, and contribute to strategic decision-making. This is a contract position lasting 3-4 months, with the potential for extension based on business needs. Responsibilities: • Serve as the primary advisor on revenue recognition during contract negotiations, working closely with Sales, Sales Operations, and Legal teams. • Oversee monthly and annual revenue close processes, ensuring accurate reconciliations and timely reporting., • Conduct detailed analyses of customer activity and account changes, utilizing systems such as NetSuite and Power BI. • Lead revenue-related audit activities, preparing necessary documentation and addressing inquiries from auditors., • Develop and refine revenue recognition policies to align with ASC 606 compliance standards, • Maintain and enhance system controls to ensure accurate financial reporting and early identification of revenue issues., • Provide leadership and mentorship to team members, fostering growth and development., • Collaborate with cross-functional teams to support organizational objectives and improve revenue operations. Benefits available to contract/contract professionals, include medical, vision, dental, and life and disability insurance. Hired contract/contract professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. • Extensive experience in revenue recognition accounting, with a strong understanding of ASC 606., • Proven ability to manage revenue accounting operations and lead financial close processes., • Proficiency in financial systems such as NetSuite and analytical tools like Power BI., • Background in audit processes and compliance, with the ability to address auditor inquiries effectively., • Strong analytical skills and attention to detail for reviewing contracts and journal entries., • Familiarity with IFRS standards and international financial reporting practices., • Experience in SaaS or technology industries is highly desirable., • Excellent communication and collaboration skills to work across departments.

Job DescriptionSalary: $65,000 - $100,000 The Opportunity If youre detail-oriented, experienced in tax preparation, and thrive in a collaborative environment, this role is for you. As a Tax Advisor at Stevens Foster, youll prepare and review tax returns, develop projections, and support planning strategies for our high-net-worth clients and executive professionals. As an independent Registered Investment Advisor (RIA), Stevens Foster takes an integrated approach to wealth management. Our tax professionals collaborate closely with Client Account Managers, planners, and investment specialists to deliver coordinated solutions. As a Tax Advisor, your focus on precision, compliance, and proactive planning ensures our clients receive seamless, high-quality service. What Youll Do • Prepare and review individual, fiduciary, trust, estate, gift, and entity tax returns., • Develop quarterly and annual tax projections and estimates., • Research tax issues and communicate legislative updates to clients and colleagues., • Collaborate with Client Account Managers and planners to integrate tax strategies into client wealth plans., • Present or support the presentation of complex tax strategies in client meetings., • Supervise and support Tax Associates in document collection, e-filing, and workflow tracking., • Maintain accurate records and ensure quality control across the tax process., • Support responses to IRS and state tax audits. What Were Looking For • Bachelors degree in Accounting, Finance, or related field (required)., • 3+ years of hands-on experience in tax preparation for individuals, trusts, estates, or entities (required)., • CPA or EA preferred (or in progress)., • Strong technical knowledge of individual, fiduciary, and estate taxation., • Proficiency with BNA, Lacerte, RIA Checkpoint, TaxBook, Sorban, AdvisorEngine CRM, and Microsoft Office Suite., • Exceptional attention to detail, accuracy, and confidentiality with sensitive client information., • Ability to manage multiple priorities and work independently while contributing to a team. Compensation & Benefits This role offers a competitive base salary in the range of $65,000$100,000, depending on experience and qualifications, along with bonus opportunities. In addition to salary, Stevens Foster provides a comprehensive benefits package designed to support your financial security, health, and worklife balance. Benefits include medical, dental, and vision coverage; retirement savings with company match; paid time off (including volunteer PTO); parental leave; disability and life insurance; and flexible spending/HSA options. Schedule • MondayFriday, • Full-time; Hybrid work option available after 6 months, • Additional hours required during tax season About Stevens Foster Stevens Foster is a highly respected independent Registered Investment Advisory firm, consistently ranked among the top advisors in the region. We specialize in serving high-net-worth individuals and corporate executives with fully integrated wealth management, financial planning, investments, tax planning, and estate planning services. What sets us apart is our collaborative team culture and our commitment to excellence. At Stevens Foster, you will not just be another employee, youll be part of a close-knit team that values integrity, trust, and long-term relationships. We take pride in helping clients simplify complexity, achieve peace of mind, and build lasting financial security. We extend that same commitment to our employees by investing in professional growth, encouraging innovative ideas, and creating an environment where talented people can do their best work while maintaining balance in their own lives. Stevens Foster is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, marital status, or any other protected characteristic under applicable law.

Job Description At Affinity Plus every employee understands how their work affects our members experience and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work. Between our one of a kind culture, incredible benefits, and work/life balance; we believe you will feel the Affinity Plus difference. Position Overview: The Chief Digital and Marketing Officer (CDMO) is a visionary leader responsible for accelerating Affinity Plus’ digital transformation and brand relevance in a rapidly evolving financial landscape. This role unifies marketing, digital banking, youth engagement, onboarding and fintech strategy into a growth engine anchored in a caring, member-focused and data-driven experience with human-centered innovation. Duties and Responsibilities: Marketing, Digital Marketing & Brand Strategy • Lead a unified, omnichannel enterprise marketing strategy across digital, physical and community channels—serving as a strategic growth engine that drives member acquisition, engagement and retention aligned with business objectives, competitive positioning and member lifetime value., • Oversee brand equity, reputation management and market differentiation across all channels and member segments, reflecting organizational values of caring, integrity and learning to build emotional connection and trust., • Champion a member-first culture where every touchpoint is designed to be helpful, authentic and aligned with our member’s financial journey., • Drive marketing performance through advanced analytics, attribution modeling and campaign ROI optimization., • Define success through measuring member trust, satisfaction and long-term value—not just conversions or impressions., • Develop, Lead, and execute member communications, public relations, crisis response and outreach strategies that builds emotional connection and trust while managing reputational risk., • Anticipate and respond to shifts in digital behavior—including conversational AI, voice search and predictive content delivery—to ensure marketing remains agile, contextual and member-centric., • Design inclusive, personalized financial education strategies that support member long-term financial wellness, leveraging behavioral insights and member data., • Manage external relationships, media strategy, and multimillion-dollar marketing budgets with accountability for outcomes. Digital Banking (Experience) & Onboarding • Develop, lead and execute a digital banking strategy that drives growth, deepens member engagement and builds long-term loyalty., • Oversee and drive the member experience across mobile, online and emerging platforms, ensuring every interaction is intuitive, secure and personalized., • Champion innovation in onboarding through biometric authentication, instant account funding and tailored welcome journeys that are simple, seamless and member-focused., • Leverage predictive analytics and behavioral data to deliver personalized experiences, providing tailored financial insights, proactive guidance and real-time engagement based on spending patterns, credit score tracking and other key indicators., • Collaborate across the organization to embed digital tools that promote financial wellness, improve usability and strengthen member relationships., • Continuously optimize the digital journey through data-driven insights, member feedback and behaviors and cross-functional alignment to ensure relevance and trust., • Ensure digital solutions reflect the credit union’s values by prioritizing accessibility, transparency and long-term financial empowerment., • Collaborate with key stakeholders to ensure seamless integration of digital tools that support financial wellness and long-term member relationships., • Champion a data-driven approach to deepen trust, improve usability and continuously optimize the member journey., • Develop and manage strategic fintech partnerships to accelerate digital engagement and member value., • Evaluate and implement emerging technologies that support member needs and growth, while managing risk., • Develop youth programs that foster lifelong relationships through digital-first experiences, gamified financial education and family engagement tools. Digital AI, Predictive Strategy & AI-Driven Marketing Optimization • Leverage AI to deliver hyper-relevant messaging at the right moment—enhancing engagement and deepening trust., • Transform search and performance marketing through intent-based, AI-optimized strategies that prioritize relevance, customization and measurable ROI., • Apply behavioral data and performance insights to continuously refine audience targeting, creative strategies and channel mix., • Integrate generative AI into digital and campaign development for scalable content creation, dynamic personalization and real-time optimization., • Execute predictive member segmentation and lifecycle marketing and digital strategies using AI-powered analytics to optimize campaigns across channels to boost engagement and retention., • Other duties as assigned. Qualifications and Skills: • 10+ years of progressive experience in leadership with a significant focus in digital marketing, digital banking or fintech leadership., • 5+ years in executive or senior management., • Proven success in leading digital transformation in financial services., • Strong leadership, communication and experience leading cross-functional teams in a mission-driven organization., • Demonstrated success in building inclusive digital experiences that reflect diverse member needs., • Deep understanding of AI, generative AI and data-driven marketing., • Proven mastery in designing in member journey mapping and experience across digital and physical channels., • Strong understanding of regulatory environments in financial services and related data privacy and AI ethics., • Proven ability to translate data insights into actionable strategy across marketing, digital, product and service delivery., • Experience with digital accessibility standards and inclusive design practices., • Familiarity with credit union values and cooperative principles., • Ability to influence and communicate across executive leadership, board and frontline teams., • Track record of launching innovative products, services, experiences or fintech partnerships that drive member value., • Comfort navigating rapid change and ambiguity, with a bias toward experimentation and learning., • Ability to lead cross-functional teams using Agile principles to accelerate delivery, foster continuous improvement, and adapt quickly to member needs and market changes., • Experience engaging with and presenting to a Board of Directors., • Ability to embody and promote the Affinity Plus brand by leading with care, compassion, and a member-first mindset, ensuring all strategies and initiatives deliver value in alignment with our mission as a not-for-profit, member-owned cooperative. Workplace Environment: • Sitting and working at a computer 95% of the day., • Utilizing the phone 45-50%., • Bending, twisting, kneeling, stooping, or crouching when appropriate, on occasion., • Repetitive movements, including but not limited to typing, mouse usage, phones, etc., • Requires onsite presence based on coordination of work with other employees and/or departments. May require travel to attend on-site meetings/events for collaboration, connection, project work, All-Employee Day, etc. Required Work Schedule: Standard business operation hours with expectations to attend various meetings, conferences and additional professional events that may lie outside of normal business hours. Consistent and reliable attendance is a required essential function of this role to meet the needs of the department/team and organization. Location: The CDMO position is hybrid with an office based at our corporate headquarters in St. Paul, MN. There will be an opportunity to work virtually, however, regular onsite days will be expected for the first few months after hire and at least once weekly ongoing. Additional in-person days will be expected as needed for connections such as team, leadership and/or board meetings as well as branch visits and community events. Compensation: In alignment with our commitment to pay transparency, we are providing a good-faith estimate of the pay range for this position. This range reflects what we anticipate offering a successful candidate based on factors such as the role’s responsibilities, required qualifications, and relevant experience. The actual pay may vary depending on the selected candidate’s skills, experience, and other qualifications. This position has a starting pay range of $258,200 - $342,150 annually. Total Rewards: Affinity Plus offers a comprehensive Total Rewards package that goes beyond base pay. In partnership with the State of MN Employer Group, Affinity Plus provides low-cost medical, dental and vision insurance coverage options. Additionally, Affinity Plus frontloads all sick time hours and a portion of vacation hours for all new employees, offers a variety of paid leave options, a monthly wellness benefit, and immediate 401K matching up to 5%. Our Total Rewards philosophy is designed to support your well-being and growth while fostering a fair and inclusive workplace. Disclaimer Applicants may be subject to a background and credit check. Employees in this position must be able to satisfactorily perform the essential functions of the position. If requested, Affinity Plus Federal Credit Union will make every effort to provide reasonable accommodations to enable employees with disabilities to perform the position’s essential job duties. As markets change and the Organization grows, job descriptions may change over time as requirements and employee skill levels evolve. With this understanding, Affinity Plus Federal Credit Union retains the right to change or assign other duties to this Member Advisor position. Application Deadline Affinity Plus Federal Credit Union accepts applications on a rolling basis.

Job DescriptionDescriptionAbout Us Icario is the largest technology company focused on member engagement for healthcare’s most trusted organizations. Healthcare today is nothing short of amazing. Yet all of it only works when people connect with it. And too often, they don’t. Healthcare can be impersonal. Confusing. All elbows. The record scratch at life’s party. We’re here to help connect healthcare with the people who need it. Which is everyone. How? By listening. Collaborating. And inspiring. We’re pioneering a better way forward. We’re making healthcare more human. We’re excited about the path ahead—are you ready to make the world a healthier place, one person at a time? About the Role Does the idea of driving the sales strategy of a fast-growing, market leading healthcare organization sound like your jam? Are you looking for an organization where your leadership and strategic thinking are not only needed, but valued? If so, our Director, Revenue Operations opportunity has your name written all over it! This role will be responsible for managing a cross-functional organization that is the foundation of Icario’s sales strategy by providing the tools and infrastructure to drive and deliver exceptional sales results. As a seasoned revenue operations leader, you will act as an advisor while counseling and directing the sales organization toward strategic goals and operational effectiveness by meeting corporate sales, revenue, operational and strategic goals as well as the professional growth, development, and success of team members. You will be accountable for assigning sales goals, quotas and compensation plans for our sales team to help drive their success. Your Impact • Sales Operations - Drive excellence in the use of sales applications and processes centered around Salesforce, and ensuring quality in the opportunity management process., • Sales Compensation Planning - Develop, implement, and manage sales compensation plans and special incentives that drive intended sales behavior., • Forecasting, Pipeline Management, and Reporting - Manage & support global booking, forecasting, and the pipeline management process. Closely collaborate with the Finance organization; managing historical data and providing analysis on business performance trends., • Commercial Approval and Risk Review Process - Ensures that deals are evaluated correctly to manage risk, ensure appropriate approvals are obtained, facilitate alignment with finance and legal departments., • Partner with senior sales leadership to identify opportunities to simplify the sales process through optimization and automation. Facilitate successful implementation and adoption of new processes within the sales organization. Foster an organization of continuous process improvement., • Design, implement and manage sales forecasting processes that provide accurate prediction into future revenue performance. Ensure forecasting efforts are appropriately integrated with other planning processes within the company., • Work with Talent & Employee Experience, Finance, and senior sales leadership to design sales incentive compensation programs that provide market-competitive pay, reinforce sales organization strategy, and align with business and sales organization objectives., • Assign sales quotas and other sales objectives to ensure the company’s financial goals are allocated to all sales channels and resources., • Drive global deal desk; providing support in pricing, deal analysis, deal structuring, negotiation, and closure., • Assist all sales channels in overcoming business challenges to ensure ease of doing business while ensuring deal closure and revenue recognition., • Ensure that all sales tools accurately represent sales information and are effectively utilized by sales personnel to process transactions and provide information about the status of the business., • Provide financial information and resources for the development of business plans and analysis of sales department trends and activities., • Establish and implement performance measures designed to track and report progress against the global sales strategy., • Lead Sales Enablement programs built to standardize on boarding, shorten ramp times, and ensure that the field is always armed with the most up to date and relevant information required to be successful., • Additional duties as assigned, • 7-10 years of experience with a proven track record of success in providing strategic guidance and operational oversight in Revenue Operations within a technology sales environment., • Proven experience integrating SaaS tools to streamline and automate the sales process, integrating data science and analytics into every function within Sales to ensure greater predictability and productivity., • Experience building models for Annual Operating Planning: Bookings, Capacity, Quota, Compensation, Pipeline, Forecast, etc., • Experience building and leading Sales Enablement programs, • Expertise in contract management, • Financial background and/or experience in a subscription type environment., • Experience developing, managing, and administering sales compensation models, cost structures, & plans., • A proven ability to develop tactical initiatives that improve sales productivity and performance., • Background of introducing performance metrics and improvement programs., • Strong communication skills and ability to establish credibility and trust with all cross functional departments, building influential relationships with all internal partners: Finance, Legal, Marketing, HR, Alliances, Support, Product Marketing, Professional Services, etc., • Understanding of both business and people, including their drivers and success factors., • Excellent knowledge of software pricing and licensing practices., • Understanding of sales methodologies and bookings process., • Highly entrepreneurial and able to operate independently with minimum supervision., • Heavily results-oriented; a strong track record in meeting and/or exceeding goals., • Able to research, develop and execute sales tools and strategies in the field., • Solid understanding of CRM systems, quote to cash management infrastructures and analytics around sales pipeline modeling., • Deep knowledge/understanding of salesforce.com (including CPQ) is a must., • 4+ weeks PTO, Summer PTO, and unlimited Health & Wellness PTO, • Competitive benefits package including: medical, dental, vision, disability, FSA, HSA, pet insurance, and more, • Generous 401k program with company match, • Company paid parental leave, • Work-life harmony, • $1,000 employee referral bonus program, • Remote & hybrid working model with office locations in Minneapolis, MN & Birmingham, AL

Job DescriptionBenefits: • Stipend, • Competition, • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Our Thriving Office is Located: 530 Eagle Point Blvd. Suite 200 Lake Elmo, MN 55042 The Backbone of Our Success, Our Local Leaders: Sarah Walter: Managing Director • How long with NM? 21 years, • Previous experience? Straight out of college with a Finance degree, she held roles including Financial Representative, Director of Training, Development Officer, Chief Growth Officer, Associate Managing Partner, and now Managing Director., • Passionate about? Spending time with her family at their lake place in Alexandria, MN, fitness, traveling, great restaurants, and capturing memories through scrapbooking.Debbie Blattner: Director of Operations, • How long with NM? 20 years, • Previous experience? Worked at Cargill in IT Help Desk and as a Procurement Coordinator., • Passionate about? Enjoys biking, reading, live music, and spending time with her husband, Justin, and their adult children.Joel Seleskie: Wealth Management Advisor, • How long with NM? 24 years, • Previous experience? Began career with Northwestern Mutual straight out of college., • Passionate about? Loves boating, wakeboarding, and cheering on his kids in their sports activities like hockey, baseball, and football.Emma Traun: Financial Representative, • How long with NM? Started in '24., • Previous experience? Former Staffing Consultant., • Passionate about? Spin, weightlifting, traveling, sunbathing, and trying new foods.Kevin Snelling: Financial Advisor, • How long with NM? Started in '24., • Previous experience? Former Chief Operating Officer at a business consulting firm., • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products., • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies., • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve., • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available., • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.What Our Representatives Value:, • Potential for abundant, consistent, and predictable results., • A collaborative, high-support team environment, fostering growth and camaraderie., • Full business development process training and support for seamless operations., • Proven operational systems and cutting-edge technology for enhanced agent efficiency., • Achieving high performance while maintaining a great quality of life., • A company experiencing rapid growth, offering leadership opportunities for top performers.Candidate Characteristics:, • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor.Benefits:, • Strong Earnings Potential: Combining first year income and unlimited upside.You will have the opportunity to earn a first year stipend to support your career transition., • Significant bonus opportunity commensurate with outcomes., • Dental insurance., • Health insurance., • Life insurance., • Retirement plan., • Vision insurance.Education:, • Bachelor's Degree (preferred)If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Walter is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionThe Opportunity: Senior Staff AccountantSend resumes to: you ready to take your career to the next level with a prestigious and highly-awarded law firm known for its excellence, integrity, and financial acumen? We are seeking an exceptional Senior Staff Accountant to join our elite Accounting Department. This is a rare opportunity to contribute to the financial stability and strategic vision of a firm that has set the standard in the legal industry. This is more than a job—it is an opportunity to shape the financial future of a renowned law firm that has built its reputation on excellence. You will be part of a dynamic team that values precision, innovation, and strategic financial leadership. In return, we offer: • Top-Tier Medical, Dental, Vision, 401(k), etc., • Competitive Base Salary & Employee Perks, • Stable and Consistent Environment (Strong Retention), • A prestigious and intellectually stimulating work environment, • The opportunity to collaborate with top-tier legal professionals, • Competitive compensation and comprehensive benefits, • A culture of excellence where your financial expertise will be valued and rewardedIn this pivotal role, you will oversee financial operations with the utmost discretion, ensuring the firm’s compliance with all regulations while delivering insightful financial analysis that supports strategic decision-making. As a Senior Staff Accountant, you will be a trusted advisor to firm leadership, responsible for safeguarding and optimizing the firm's financial health through meticulous oversight and strategic foresight. If you thrive in a fast-paced, intellectually stimulating environment and possess the sophistication, precision, and expertise required to manage complex financial operations within a law firm, we invite you to apply. Key Responsibilities, • Overseeing all state and federal tax filings, ensuring full regulatory compliance., • Preparing and filing timely and accurate financial statements., • Managing accounts payable and receivable, maintaining the firm's financial integrity., • Conducting risk analysis to assess operational, compliance, and reputational exposure., • Representing the Accounting Department at board meetings, providing financial insights., • Strengthening and monitoring the firm’s credit, liquidity, and financial integrity., • Preparing and distributing financial reports, productivity statements, and performance evaluations., • Managing and reconciling all IOTA transactions, ensuring strict adherence to legal standards., • Overseeing bank reconciliations, journal entries, payroll processing, and month-end reporting., • Analyzing past financial performance, forecasting future performance, and determining firm equity valuation., • Liaising with external CPA firms and auditors to ensure compliance and accuracy., • Collaborating with attorneys to provide clear and concise financial insights., • Leading annual financial audits, ensuring transparency, accuracy, and adherence to best practices., • Executing and maintaining the firm’s budget, supporting strategic financial planning., • Investigating potential financial violations, enforcing corrective protocols, and upholding regulatory integrity., • Working collaboratively with the Accounting Department in a team-oriented, results-driven environment.Required Qualifications, • Exceptional command of financial regulations, procedures, and policies, particularly within a law firm setting., • Education: Bachelor’s degree in Accounting or Finance required; Master’s degree preferred., • Minimum of three years of IOTA experience in a legal or professional services environment., • Technical Expertise: Advanced proficiency in Microsoft Excel; experience with payroll processing., • Regulatory Mastery: Strong understanding of financial compliance at all levels of government., • Analytical Acumen: Ability to perform financial audits, strategic forecasting, and risk assessments., • CPA certification preferred but not required

Job Description Looking to advance your career in a fast paced, high paying and rewarding industry that you can have an actual plan for a successful retirement? This is for you! According to real estate experts, the home purchase market project for 2025 reads, BOILING HOT - and from what we have seen so far, our projections for the 2025 Real Estate Market for WI and MN are the SAME! Is it time to enhance your Mortgage Consulting career with PLS and prepare for a record setting and prosperous 2025 and BEYOND? For all you EXPERIENCED SELF STARTERS that want the highest industry compensation levels with w2 wage earner status, flexibility in scheduling, sales technology, career advancement and 6 figure income - READ BELOW! WHY PLS? Progressive Lending Solutions has been a local leader in mortgage originations for over 20 years. We hang our hat on being one of the oldest and most reputable mortgage brokerages in MN. We have not changed our name. We have not changed locations to hide behind a poor reputation. We have not restructured because of financial reasons. We are real and we are SOLID - which is a must when looking at building a career in this competitive environment. This is your chance to work with an BBB A+ Rated Mortgage Company with an incredible reputation with clients in all parts of MN and WI! Progressive Lending Solutions "PLS" has taken pride in the ability to offer the most complete selection of financial options available. We are set up for professionals that want to WORK SMARTER, NOT HARDER and our compensation model is designed to pay 6 figures when closing 28-35 refinance or purchase transactions per year. (depending on loan size) Yes, that is correct! PLS offers a steady and challenging career path. We have tremendous opportunities for those self-starting people who are looking for a challenge and ready for change. If you like a fast-paced, high performance work environment, consider being a team member at PLS. ALL AVAILABLE GOVERNMENT LOANS - Purchase Loans - Construction Loans - Refinance for better terms - Take cash out - Home Improvement Loans -Debt Consolidation Loans and much more with some of the industry's lowest rates! • TRAINING, SUPPORT, TOOLS, LEADS AND CONSULTING TECHNIQUES AND IDEAS ARE KEY TO BEING SUCCESSFUL IN THIS INDUSTRY - "PLS" PROVIDES IT ALL!, • WE ORIGINATE OUR LOANS UTILIZING THE NATION'S LEADING LOAN ORIGINATION SOFTWARE - CALYX POINT, GIVING YOU CUTTING EDGE TECHNOLOGY!, • OUR SALES SYSTEM IS MANAGEMENT BY CRM SOFTWARE TO HELP YOU PROSPECT AND CLOSE LOANS., • OUR SUPPORT STAFF IS TRAINED AND ACCOMPLISHED FROM BROKER EXPERIENCE, TO HELP YOU QUICKLY ADVANCE YOUR CAREER!, • THE NATIONS MOST COMPETITIVE INVESTORS SEEK TO FUND OUR ORIGINATION'S, GIVING US A DISTINCT ADVANTAGE WITH PRICING AND PROGRAM AVAILABILITY!, • PLS OFFERS AN AGGRESSIVE 401K AND EMPLOYER MATCH PLAN THAT IS PROFESSIONALLY MANAGED. IF YOU ARE NOT LICENSED IN MN, PLS WILL REIMBURSE 100% OF THE COSTS TO OBTAIN LICENSING! Inquire on the NMLS consumer database prior to visiting with any mortgage company. You will see who they are, how long they have been around, how many owners, how many DBA's they have, list of violations from the state, etc. Here is the web address for the NMLS to check into company records: . You can look up the company by their NMLS# - Ours is 107620. REQUIREMENTS Candidates should have: Minimum of 1 year experience in Lending or Real Estate Field OR 2 years successful sales experience, can operate a self tailored flexible schedule, motivated to make 100k + each year, can network and develop business partners and resources, has the ability to take on leadership and ownership within the company, has the potential to operate his/her own branch. Location: Roseville MN Office - (Working remote is an option once trained on systems and process) Compensation: YOU CONTROL YOUR INCOME!! Progressive Lending Solutions Mission Statement:"Progressive Lending Solutions prides itself on incorporating unparalleled services with timely responsiveness to our clients. Our competitive advantage is the product of our experienced, knowledgeable and committed team of professionals poised to provide comprehensive consulting within the Mortgage Industry." - Joe Becker, President As always, check our reviews on the Better Business Bureau page: To find out more contact us at: Progressive Lending Solutions, Inc. 2277 West HWY 36, Suite 304 Roseville, MN 55113 NMLS ID: 107620 Attention: Hiring Advisor E-mail: Reply to this posting Loan Officer, Mortgage Officer, Sales, Consultant, Real Estate, Banker, Lending Company DescriptionWHO WE ARE Progressive Lending Solutions has an abundant array of loan resources, through various underwriting systems with first class reputations. Our priority is providing fast and efficient approvals utilizing the industry’s most advanced origination software, all while maintaining a very safe and secure loan processing system and environment. Each of our licensed local professionals are committed to providing you with continuous communication, fast approvals and excellent customer satisfaction from initial application to final closing and beyond! WHAT WE DO At Progressive Lending Solutions, we do not work for any one bank, instead we have access to numerous mortgage underwriting systems and programs allowing us to research the best solutions for our clients. The typical financial institution or bank is restricted to offering only the programs within their portfolio – limiting your options. We are much different. We work with you and for you to locate the best possible loan that fits your needs and goals. Our trained and licensed professionals provide FREE consultations to anyone looking to purchase or refinance real estate. WHY US Progressive Lending Solutions is a leading full service mortgage corporation with an experienced, knowledgeable and dedicated staff who will work closely with you offering consultation and support in recommending loan solutions that meet your financial situation. Progressive Lending Solutions specializes in properties in all parts of MN and WI. We learned a long time ago that there is so much more to the mortgage business than crunching numbers and calculating interest rates. It’s about helping people realize their dreams with homeownership goals.WHO WE ARE\r\nProgressive Lending Solutions has an abundant array of loan resources, through various underwriting systems with first class reputations. Our priority is providing fast and efficient approvals utilizing the industry’s most advanced origination software, all while maintaining a very safe and secure loan processing system and environment.\r\nEach of our licensed local professionals are committed to providing you with continuous communication, fast approvals and excellent customer satisfaction from initial application to final closing and beyond!\r\n\r\nWHAT WE DO\r\nAt Progressive Lending Solutions, we do not work for any one bank, instead we have access to numerous mortgage underwriting systems and programs allowing us to research the best solutions for our clients.\r\n\r\nThe typical financial institution or bank is restricted to offering only the programs within their portfolio – limiting your options. We are much different. We work with you and for you to locate the best possible loan that fits your needs and goals. Our trained and licensed professionals provide FREE consultations to anyone looking to purchase or refinance real estate.\r\n\r\n\r\nWHY US\r\nProgressive Lending Solutions is a leading full service mortgage corporation with an experienced, knowledgeable and dedicated staff who will work closely with you offering consultation and support in recommending loan solutions that meet your financial situation. Progressive Lending Solutions specializes in properties in all parts of MN and WI.\r\n\r\nWe learned a long time ago that there is so much more to the mortgage business than crunching numbers and calculating interest rates. It’s about helping people realize their dreams with homeownership goals.

Job Description Take the Next Step in Your Career as an Audit Senior Associate with Olsen Thielen! Are you looking for a firm where you can grow your accounting career, build leadership skills, and work closely with a diverse team of professionals? Do you enjoy collaborating closely with clients and being involved in meaningful projects? If you're ready to advance your career, Olsen Thielen & Co., Ltd. has an exciting Audit Senior Associate opportunity just for you. Olsen Thielen & Co., Ltd., a progressive 100-year-old firm based in Minnesota, is proud to provide audit, tax, and accounting services to businesses across the Twin Cities and beyond. With offices in Roseville and Eden Prairie, we operate as a regional firm with a local firm feel, fostering close relationships with both our clients and our staff. Why Join Olsen Thielen? At Olsen Thielen, we believe in investing in our employees' success and satisfaction. We've built our business on guiding principles such as integrity, continued improvement, and professional excellence. As part of our team, you'll grow your skills, gain leadership experience, and contribute to our mission of delivering exceptional service. • Opportunity for Growth: Receive hands-on support and training through our Career Advisor program as you take the next step in your accounting career., • Collaborative Environment: Work alongside talented colleagues in a team-oriented culture that prioritizes open communication, professional development, and work-life balance., • Client Impact: Develop deep relationships with decision-makers at client organizations in industries ranging from manufacturing to professional services., • Flexibility: We offer reduced hours flexibility and a hybrid remote work model to support your productivity and well-being. As an Audit Senior Associate, you'll play an essential role in executing and managing audit engagements. You'll also work closely with members of the firm's leadership team to deliver timely, impactful results to clients. Responsibilities include: • Acting as in-charge and/or assisting on audit, review, and compilation engagements, including reviewing workpapers, preparing financial statements, and providing feedback to team members., • Preparing projections, conducting research as needed, and completing other complex accounting special projects., • Managing engagements to meet deadlines, anticipate roadblocks, and ensure deliverables align with client service expectations., • Understanding and analyzing the client's business and industry, including competitors, trends, and key customers, to anticipate and resolve issues., • Delegating tasks based on risk, engagement needs, and opportunities for staff growth while helping junior staff advance to the next level., • Promoting Olsen Thielen's service offerings to clients and identifying opportunities for growth in business relationships. The ideal Audit Senior Associate candidate demonstrates technical competence, leadership potential, and a collaborative spirit. • Bachelor's Degree in Accounting or a related field such as Finance, Business, or Economics., • Minimum 2+ years of accounting experience in audit or public accounting., • Active CPA certification preferred but not required., • Strong knowledge of accounting standards and proficiency in audit tools such as cloud based audit software and Microsoft Office Suite., • Leadership skills: Experience coaching, mentoring, and providing direction to staff is preferred but not required. Discover More: Curious about what makes Olsen Thielen special? Dive into our culture and explore potential career paths with our introductory video at . Don't forget to check out additional department videos for a closer look at Client Advisory Services, Tax, and Audit opportunities! At our firm, we're looking for candidates who are fully authorized to work in the U.S. without the need for current or future sponsorship. We appreciate your understanding and look forward to welcoming dedicated professionals to our team! Olsen Thielen offers a competitive compensation and benefits package designed to reward performance and recognize your value to the firm. The starting salary range for this role is $70,000 to $90,000, based on factors like experience, qualifications, and organizational needs. Compensation also includes a bonus structure and eligibility for a discretionary annual incentive program. Our comprehensive benefits package includes medical, dental, vision, disability, life insurance, paid time off, holidays, 401(k) with employer contributions, profit sharing, and more.

Job Description About Us: DailyPay is transforming the way people get paid. As a worktech company and the industry’s leading on demand pay solution, DailyPay uses an award-winning technology platform to help America’s top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job while supporting their financial well-being outside of the workplace. DailyPay is headquartered in New York City, with operations throughout the United States as well as in Belfast. For more information, visit DailyPay's Press Center. The Role: Reporting to our Sales Director, the Large Enterprise Account Executive will be responsible for driving revenue from our high-value accounts. You will operate as a trusted partner to stakeholders and C-suite executives at some of the world’s leading companies, helping them solve complex business challenges and furthering the success of DailyPay. We believe that the best sales professionals can come from a variety of backgrounds. We value deep business acumen, resilience, and a passion for strategic problem-solving over a conventional resume. If you are a sophisticated relationship-builder who leverages technology and insight to drive massive impact, we want to talk to you. If this opportunity excites you, we encourage you to apply even if you do not meet all of the qualifications. How You Will Make an Impact: * Become a DailyPay product maven adept at conveying the value to a sophisticated executive audience * Lead the entire sales cycle, from prospecting and pitching to negotiating and closing our larger and more complex deals * Gain proficiency and capitalize on our tech stack (e.g., Salesforce, sales engagement tools) for sophisticated account planning and pipeline management * Navigate intricate corporate structures, building consensus and demonstrating clear ROI to multiple C-level stakeholders * Use advanced financial and analytical modeling to build and communicate compelling, multi-year business cases * Own and orchestrate a pipeline of high-value relationships, consistently moving partners toward a successful close * Consistently drive revenue production by meeting and exceeding your goals What You Bring to The Team: * Strategic Dealmaker: A deep history of leading and closing highly complex, seven-figure-plus deals within Fortune 500 or equivalent organizations * C-Suite Partner: Exceptional executive presence with a proven ability to operate as a trusted, strategic advisor to C-level leadership * Process & Tech Mastery: A sophisticated command of enterprise sales methodologies and technology, used for strategic account planning and team orchestration * Superior Business Acumen: The ability to build and articulate intricate business cases focused on long-term strategic value and ROI * Autonomous & Resilient: A driven, curious mindset with the poise and resilience required to succeed in the most challenging sales environments Bonus Points If You Have: * 5+ years of experience in B2B inside or outside sales * Direct experience selling complex HR Technology, FinTech, or SaaS solutions to large enterprise or strategic accounts * Established relationships with CHROs, CFOs, and other senior executives in key industries What We Offer: * Exceptional health, vision, and dental care * Opportunity for equity ownership * Life and AD&D, short- and long-term disability * Employee Assistance Program * Employee Resource Groups * Fun company outings and events * Unlimited PTO * 401K with company match Compensation Range: $150K

Job Description At Varicent, we're not just transforming the Sales Performance Management (SPM) market—we're redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower revenue leaders globally to design smarter go-to-market strategies, maximize seller performance, and unlock untapped potential. Varicent stands at the forefront of innovation, celebrated as a market leader in the 2025 Forrester Wave Report for SPM, 2023 Ventana Research Revenue Performance Management (RPM) Value Index, Gartner Peer Insights, 2024 Gartner SPM Market Guide, and G2. Our solutions are trusted by a diverse range of global industry leaders like T-Mobile, ServiceNow, Wawanesa Bank, Shaw Industries, Moody's, Stryker and hundreds more. Here's why you'll thrive at Varicent: • Innovate with Purpose: Build impactful solutions for customers worldwide., • Join Excellence: Work in a diverse, collaborative, and innovative team., • Shape the Future: Lead in redefining revenue optimization., • Grow Together: Unlock your potential in a supportive environment.Join us at Varicent—where your talent and ambition meet limitless opportunities for success! The Market Development Executive – Workday is responsible for driving pipeline creation and accelerating revenue growth within the Workday ecosystem. This role was created to expand Varicent's market presence by engaging Workday sellers, building and executing ecosystem enablement programs, and directly supporting strategic pursuits in collaboration with Varicent Regional Sales Managers (RSMs) and Presales. Success will be measured by Workday-sourced pipeline development, Workday-sourced bookings, customer adoption, and partner engagement outcomes. What You'll Do: • Lead the outreach, planning, and execution of in-person Workday Enablement Meetings, equipping Workday sellers to position Varicent effectively., • Drive the development of Workday-sourced pipeline through a combination of direct outreach to Workday account and opportunity owners (with tailored account-level POVs) and the ideation, design, and execution of 1:many marketing and ecosystem events., • Act as the Workday subject matter expert in support of Varicent Regional Sales Managers (RSMs) and Presales, shaping pursuit strategy and ensuring effective co-sell execution., • Maintain an accurate and timely weekly forecast, including opportunity notes and account status updates in CRM., • Collaborate cross-functionally with Marketing, Alliances, Services, and Product teams to align programs, messaging, and delivery to Workday's priorities. Experience • 7+ years in enterprise SaaS sales, presales, partner/alliances management, or business development roles., • 3+ years of experience working with or alongside ecosystem partners (Workday experience strongly preferred)., • Demonstrated ability to build pipeline through partner-led or co-sell motions., • Proven success enabling sellers and delivering partner-driven marketing programs. Skills & Knowledge • Strong relationship-building skills with partner sellers and executives., • Ability to deliver compelling presentations and facilitate in-person enablement sessions., • Deep understanding of enterprise software sales cycles and partner co-sell mechanics., • Strategic account planning, opportunity qualification, and pursuit support expertise., • Strong organizational discipline with CRM, pipeline management, and forecasting., • Industry-specific knowledge in at least one of Workday's priority verticals (e.g., Financial Services, Technology & Media, Professional & Business Services, Retail, or Manufacturing) with the ability to connect Varicent's solutions to industry-specific challenges and trends., • Familiarity with incentive compensation, territory and quota planning, or sales performance management processes is a plus. Education • Bachelor's degree in Business, Marketing, or related field required., • MBA or equivalent experience a plus. Success Factors: 1-3 Months • Onboard and gain deep knowledge of Varicent's solutions, Workday ecosystem strategy, and co-sell playbooks., • Establish relationships with Workday RVPs, AEs, and key Varicent stakeholders., • Deliver first Workday enablement session(s) and begin contributing to joint account planning., • Lead multiple in-person Workday Enablement Meetings and at least one 1:many marketing event., • Consistently contribute to Workday-sourced pipeline through account-level POV outreach., • Actively support pursuits in at least 3–5 joint opportunities, demonstrating role as Workday SME in co-sell environments., • Own quarterly Workday-sourced pipeline and ACV goals., • Serve as a trusted advisor to Workday sellers and a key enabler of Varicent field teams., • Expand influence by leading strategic initiatives such as connector adoption campaigns, customer storytelling, or competitive enablement., • Demonstrate measurable business impact: multi-million-dollar sourced pipeline, closed ACV wins, and broadened Workday ecosystem presence., • Prepare for future leadership by mentoring newer team members or taking on regional/industry ownership within the Workday program. Varicent is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require accommodation at any time during the recruitment process please email is also committed to compliance with all fair employment practices regarding citizenship and immigration status. By applying for a position at Varicent and/or by using this portal, you declare and confirm that you have read and agree to our Job Applicant Privacy Notice and that the information provided by you as part of your application is true and complete and includes no misrepresentation or material omission of fact

Job DescriptionCompany Description COMPANY OVERVIEW Transforming the way companies Design, Manufacture, Connect to, and Service their products, EAC Product Development Solutions (EAC) is a complete source for your product development needs. EAC has been an industry leader for over 29 years and our experts help guide companies to achieve their strategic business goals and optimize their technology, systems, people, and processes for long-term success. Our capabilities span the world of Additive Manufacturing/3D printing and the entirety of the manufacturing process from design ideation to product engineering to manufacturing and services in the field. EAC CULTURE: POSITION OVERVIEW - This position is remote and applicant must be currently residing in the USA. The Solution Development Manager (SDM) acts as the key liaison between Sales and Services Delivery, driving service opportunities from concept through successful project completion. This role is responsible for scoping solutions, developing Statements of Work (SOWs), and ensuring alignment of business needs with technical deliverables. The SDM partners closely with customers and internal teams to deliver creative, risk-aware solutions that achieve client success and support company growth. Job Description Responsibilities, skills, and knowledge may be representative, but not all-inclusive of those commonly associated with the position. Client Engagement & Sales Enablement • Partner with Sales and Account Management to identify, scope, and sell services opportunities., • Build and maintain strong client relationships as a trusted advisor., • Translate customer business needs into technical deliverables, proposals, and SOWs., • Coordinate resources to scope opportunities, secure approvals/funding, and develop project documentation., • Ensure smooth transitions from Sales to Services Delivery, participating in status meetings through project closure., • Support solution areas including implementation, engineering, education/training, and consulting., • Provide customer feedback to influence future service offerings and product alignment., • Serve as a subject matter expert in solution development, guiding both customers and internal teams on best practices., • Contribute to continuous improvement of solution development processes, templates, and methodologies., • Collaborate with Marketing and Sales on service messaging, case studies, and thought leadership., • Mentor colleagues to strengthen solution development capabilities across the organization., • Conduct Windchill technical assessments in partnership with sales teams and clients to align solutions with business needs., • Perform other duties as assigned, based on company needs.Qualifications An equivalent combination of education, training and experience will be considered. Education & Experience • Bachelor’s or Master’s degree in Business, IT, or Engineering (or equivalent experience)., • 2+ years in services sales or 5+ years in IT, engineering, or related environments., • Strong communication, presentation, and relationship-building skills., • Excellent problem-solving, organizational, and prioritization abilities., • Proven ability to manage multiple projects and meet deadlines in a fast-paced environment., • Financial acumen with ability to estimate project costs., • Familiarity with Product Lifecycle Management (PLM) tools and engineering processes., • Working knowledge of IT environments, including infrastructure, security, and system compatibility., • Project management certification (PMP, PMI-ACP, or similar) a plus., • Customer Focus – Builds trust and credibility by understanding client needs and delivering solutions that create value., • Solution Mindset – Balances business, technical, and financial factors to craft practical, innovative solutions., • Collaboration – Works seamlessly across Sales, Services, and Delivery teams to achieve shared goals., • Adaptability – Thrives in a fast-paced, evolving environment with shifting priorities and client needs., • Execution Excellence – Consistently meets deadlines, manages details, and drives opportunities to successful outcomes. Additional Information COMPENSATION • Base Annual Salary is $105K for this salaried, exempt Full-Time remote position BENEFITS • Medical insurance, • Employer Paid Short Term Disability, • Flexible PTO (take as you need, no accrual), • Vision insurance, • Dental Insurance, • 401(k) Plan with Employer match, • Basic Life, AD&D, and Disability Insurance, • Employee Assistance Program, • Paid Holidays, • Eligible for bonuses Environmental or atmospheric conditions commonly associated with the performance of the functions of this job. • Ability to work in a remote environment or in-office. Physical abilities that are commonly associated with the performance of the functions of this job. The physical demands described below 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 essential functions. • Light sedentary office work., • Ability to travel to sites throughout North America as needed., • Overnight travel will be required (25%)., • Ability to stand for long periods of time. NOTE: This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subject to possible modification in accordance with applicable state and federal laws. NOTE TO COLORADO RESIDENTS: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or date of school attendance or graduation. You will not be penalized for redacting or removing this information. EEO Statement: EAC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identify or expression, or any other characteristic protected by federal, state, or local laws.

Job Description Position Title: Product Business Analyst Reports to: VP, Product Owner Department: Technology Location: 3600 American Blvd. W., Suite 700, Minneapolis, MN 55431 / In office position Classification: Full-time; Exempt Summary: The Product Business Analyst is an integral member of our development and technology support team. Primary responsibilities include: facilitating communication between technical and business resources, assisting with product support, outlining new product development, and administrating internal Salesforce environments. Essential Job Functions: Communicate effectively between a wide range of business stakeholders and the development team on gathering business requirements, solution design, and project implementation. Assist the product owner with managing the product backlog, developing detailed user stories, documenting solutions, and prioritizing development items. Primary Responsibilities: · Troubleshoot production issues within internal and customer-facing systems and Salesforce environments using product knowledge and simple development tools such as debug logs, the developer console, and other Salesforce/browser debugging tools · Document User Stories for new features and ongoing enhancements. · Create ad hoc reports, dashboards, and scorecards using data from multiple systems to support different business needs and departments, as well as troubleshoot and audit data issues · Complete user acceptance testing as needed, use your understanding of business requirements to determine whether the product is functioning as expected and meets user and business needs. Qualifications: · Bachelor’s degree in MIS or a related field · Experience with Salesforce administration including user management, sharing rules, and data visibility or desire to expand expertise in this area · Experience in Scrum/Kanban methodologies and their various processes and ceremonies · Strong understanding of business analysis concepts including requirements gathering, user stories, acceptance criteria, communication, and documentation · Experience writing effective user stories and acceptance criteria, managing product backlogs, and effectively facilitating refinement meetings · Salesforce Certified Administrator preferred · Basic understanding of the Salesforce development platform including Apex, SOQL, Visualforce, and LWC · Familiarity with cloud services like AWS (Lambda, EC2, RDS, CloudWatch), preferred · Preferred experience with HTML and CSS, UX design and prototype building, Conga (Orchestrate, Collaborate), Orion Advisor Tech, JIRA administration (including user management, configuring workflows and screens, and permission settings), Visio (workflow visualization) · Proficiency with Microsoft Office Suite, including Excel and Access · Familiarity with the wealth management or insurance industry strongly preferred Core Competencies: · Ability to manage competing demands and priorities · Attention to detail a must · Strong Problem-Solving Skills · Desire to take ownership of projects and see them through to completion · Strong team player · Strong Listening and Writing Skills Compensation & Benefits: Compensation (based on experience) · Annual base salary: $65,000 - $85,000 · This is an exempt position · Annual performance bonus target: 7% Benefits · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Free onsite parking Location: Simplicity Minnesota Office 3600 American Blvd. W., Suite 700, Minneapolis, MN 55431 *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team., • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Summary of the position The Tax Director works closely with the advisory team to deliver clients integrated wealth management services, providing proactive tax-related planning and serving as a tax resource for client relationships. As a member of the Tax Team, the Tax Director prepares, reviews, and completes individual and trust tax returns as well as tax projections. We are targeting a base salary range of $90,000 to $170,000 for this position depending on experience, along with bonus incentives and a competitive benefits package provided to our employees. Responsibilities • Serves as a tax resource for the firm’s client base. Participates, sometimes leading, client meetings with advisors, • Serves as an internal firm expert on tax planning, including staying current on tax law/code changes and their applicability to client situations, • Provides direct client service both individually and collaboratively and may rely on technical specialists from multiple functional areas to develop customized recommendations, • As an individual contributor, has responsibility for the preparation, review, and completion of individual and trust tax returns and tax projections, • Responsible for ensuring that all tax-related research and data gathering is complete, and presentation materials are prepared in a timely fashion for clients and prospects, • Works within a defined technology system where client contact is made on a proactive basis. Assists in preparing agendas, organizing plans, presenting to tax clients and prospects, anticipating and scheduling tax-related meetings, and providing appropriate follow-up, • May assist with small business tax work, including S Corporation and partnership tax returnsRequired Skills/Experience, • A bachelor’s degree, with a major in accounting or finance, • Certified Public Accounting (CPA) designation OR Enrolled Agent (EA) designation, • 5-10+ years of experience in providing individual and trust tax services, • Proficiency with tax software solutions, • Strong acumen with MS Office tools, • Developed set of communications skills Preferred Skills/Experience, • Experience using client relationship management software (such as Salesforce and Tamarac), • Prior experience in Wealth Management Competencies, • Strong organizational skills and detail-oriented, • Ability to self-manage and prioritize day-to-day work and projects; be able to work with deadlines; possess the ability to be flexible, • Possess a demonstrated ability to foster and maintain deep, long-term, respectful, and productive relationships with clients and Sequoia team members, • Maintains strict standards of confidentiality, as well as the highest ethical and fiduciary standards of due care and concern for the client, our team members, and our firm

Job Description Spectrum Safety Solutions: With approximately 1,500 employees operating in more than 20 countries, Spectrum Safety Solutions is a global leader in fire detection and suppression solutions for high-hazard applications across verticals such as critical infrastructure, oil and gas, marine and clean energy. Our global team leverages strong customer relationships across four recognized brands, Det-Tronics, Marioff, Autronica, and Fireye, to deliver differentiated lifecycle solutions and advance growth across key segments. Carved out from Carrier’s Fire & Security business in July 2024, Spectrum Safety Solutions is now a privately-held company under the ownership of Sentinel Capital Partners. Det-Tronics: We make the world a better place to live! At Spectrum’s Det-Tronics, we build and maintain comfortable, accessible, efficient, healthy, safe, secure, and sustainable environments. Det-Tronics is a $180M technologically innovative, projects-based global brand protecting customers in many challenging environments with high end flame and gas detection products and systems. Det-Tronics is a part of Spectrum Safety Solutions and has a global footprint with manufacturing sites in the U.S. and sales presence in all key geographies. About This Role: This position is a key technical resource for the global sales and service teams and is responsible for promoting the proper application of Det-Tronics specialty detection products, and system solutions with primary focus on systems. Working in conjunction with sales, field service, customer service, project teams, engineering and marketing, the Application Engineer is a key technical advisor and product advocate who identifies and helps implement solutions in pursuit of customer satisfaction and company goals in all stages of the sales cycle. The Application Engineer must be able to establish and maintain effective relationships with all stakeholders. Key Responsibilities: • Assists in the definition, development and implementation of systems product application solutions globally as defined by customer and code requirements, • Resolves technical product and application issues for customers - consistent with the company mission, values, and financial objectives, • Provides pre-sales support to customers and sales teams, • Assists in the design and development of new products and sales tools, • Maintains relationships with industry stakeholders and supports conferences and trade shows, • Creates reports and trip summaries in support of projects and proposals, • Performs technical / product training for salespeople and customers, • Travels as needed to assist project teams with on-site commissioning and testing Basic Qualifications: • 2 year degree or certification from a technical school, • 2 years of experience in technical product support, • Bachelor’s Degree, • Good technical aptitude in process automation or safety systems and their integration, • Experience with implementing process automation or safety systems, • Technical aptitude in communications protocols (Modbus, Ethernet, and HART) and their application, • Comfortable with a lexicon of DCS, PAC, PLC, SIS, DI, DO, AI, IEC, and 61508, • Proven organizational skills with demonstrated ability to perform and prioritize multiple tasks, • Good interpersonal skills and the ability to build relationships with key stakeholders to influence others in a diverse and dynamic work environment, • Good written and verbal communications skills, • Ability to communicate and work effectively with customers worldwide, • Forward thinker who actively seeks opportunities and proposes solutions, • Ability to travel, including on short notice

Job DescriptionDirector of Fundraising Strategy Location: Blaine, MN; Hybrid $120,000 - $150,000 FT Day Shift Streamworks offers a competitive salary and an attractive benefit package including: • Use of our on-site fitness center, • health, dental, vision,, • Company paid Life Insurance, AD&D, LTD, • STD, • 401K with a company match We’re seeking a visionary Director of Fundraising Strategy to lead our nonprofit vertical, manage a high-performing team of Marketing Strategists, and shape go-to-market strategies that fuel both client impact and business growth. What You’ll DoStrategic Vision & Team Leadership • Provide strategic direction and mentorship to a team of Marketing Strategists, enabling them to deliver innovative, result-driven fundraising strategies to nonprofit clients., • Guide the development and execution of go-to-market (GTM) strategies that expand Streamworks’ presence and influence in the nonprofit space., • Serve as the strategic lead across client engagements, ensuring all campaign recommendations are data-driven, aligned with client goals, and built for measurable results.Go-to-Market & Brand Strategy, • Create and implement comprehensive marketing plans that align with GTM priorities—boosting demand generation, brand awareness, and client retention., • Partner with business development to produce impactful content, including white papers, case studies, blog posts, and webinars., • Lead integrated marketing efforts across paid and earned media to elevate Streamworks’ thought leadership and reach.Industry Representation & Thought Leadership, • Represent Streamworks on conference panels, at speaking engagements, and during professional webinars., • Promote our expertise through external communications that establish Streamworks as a leader in direct response fundraising., • Cultivate relationships with key influencers, partners, and nonprofit thought leaders.Client Strategy & Relationship Management, • Partner with the business development team to support prospecting meetings and strategic growth opportunities., • Serve as a senior advisor to major nonprofit clients, providing strategic guidance on fundraising campaigns, creative direction, and performance analysis., • Ensure the delivery of high-impact results, superior client service, and enduring partnerships.What We’re Looking For, • 10+ years of experience in nonprofit fundraising strategy, with a strong focus on direct response (mail and digital), annual planning, and multichannel campaign execution., • Bachelor’s degree in Fundraising, Marketing, or Communications preferred, • Proven track record of managing teams and delivering exceptional client outcomes., • Strong communication and presentation skills, with confidence in public speaking and client-facing engagements., • Expertise in donor behavior, segmentation, conversion, and retention strategies., • CFRE certification and active membership in professional fundraising associations are strongly preferred, • Demonstrated success in developing and executing go-to-market strategies that drive growth and impact., • Proficiency in CRM and marketing automation tools (e.g., Salesforce, HubSpot)., • and leadership to Streamworks.Language Skills, • Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.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., • Base Salary, • Performance-Based Commission Ready to shape the future of fundraising? Apply now and bring your passion, experience, Streamworks is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, creed, age, sex, national origin, ancestry, marital status, familial status, pregnancy, disability, military service, protected veterans’ status, sexual orientation, gender identity, genetic information, or any other status protected under federal, state or local laws. We invite you to apply in person or on our company website. If you have a disability and require assistance in the application process, please contact the Human Resource department for additional information. Streamworks 3640 Pheasant Ridge Drive Blaine, MN 55449 All offers of employment are subject to the successful completion of a background check In this role you will be trusted with confidential information as well as protected health information Our company uses E-Verify to confirm the employment and eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit .

Job Description At Varicent, we're not just transforming the Sales Performance Management (SPM) market—we're redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower revenue leaders globally to design smarter go-to-market strategies, maximize seller performance, and unlock untapped potential. Varicent stands at the forefront of innovation, celebrated as a market leader in the 2025 Forrester Wave Report for SPM, 2023 Ventana Research Revenue Performance Management (RPM) Value Index, Gartner Peer Insights, 2024 Gartner SPM Market Guide, and G2. Our solutions are trusted by a diverse range of global industry leaders like T-Mobile, ServiceNow, Wawanesa Bank, Shaw Industries, Moody's, Stryker and hundreds more. Here's why you'll thrive at Varicent: • Innovate with Purpose: Build impactful solutions for customers worldwide., • Join Excellence: Work in a diverse, collaborative, and innovative team., • Shape the Future: Lead in redefining revenue optimization. What You'll Do: • Discovery: Perform detailed discovery for sales opportunities to qualify and scope prospect/client needs, challenges and requirements, determine product fit, and identify areas where Varicent can deliver differentiated value, • Accurately qualify the technical fit of each opportunity, and partner with Sales Reps in overall sales qualification, • Engage in effective discovery through listening, curiosity, and open-ended questions, • Uncover root cause issues and quantified implications of customer challenges/objectives, • Regularly query prospects in single-product opportunities about other portfolio solutions to expand the potential opportunity, • Demos & Proof of Concepts: Leverage your domain expertise and understanding of Sales Planning and Incentive Compensation solutions and best practices to lead client engagements with your sales counterparts and demonstrate value to win business, • Configure and deliver compelling best-in class prospect/client presentations and demonstrations of the Varicent suite of applications that are tailored to meet specific client requirements and business needs, without additional presales support, • Effectively lead and manage complex proof-of-concepts, hands-on workshops and scalability tests, • Establish credibility as the technical expert and trusted advisor with prospects/clients, • Anticipate technical hurdles, develop a plan to address them, and lead the resolution, • Understand and leverage technical and other differentiators to win against the competition, • Effectively manage third party and partner integrated demos as part of the sales engagement where appropriate, • RFPs/RFIs, • Complete functional and technical requirements in RFPs accurately and on time, • Shape prospect RFPs in our favor by consulting with prospects on what to include in RFPs, and identifying and explicitly calling out competitive differentiators and gaps in responses., • Product Expertise, • Have a comprehensive functional understanding of Varicent core product capabilities, • Consistently leverage new features in product positioning, demos, and reference competitive differentiation, • Knowledgeable on 3-6 month roadmap(s) to leverage during sales opportunities where appropriate, • Proficient in all Solutions: Can deliver a high-level platform demo, and full standalone intro demos for all products., • Technical Expertise, • Deliver technical overview presentations to IT/technical audiences, without additional support, covering architecture, integration, security, and performance aspects of the SaaS platform., • Domain Expertise, • Deep understanding of Sales Performance Management (SPM) concepts, processes, and best practices, particularly in Sales Planning, Territory Management, and Quota Planning., • Proven knowledge of territory design and optimization, including methodologies for balancing workload, white space analysis, and account segmentation., • Familiarity with quota setting methodologies, such as top-down, bottom-up, historical-based, and capacity-based approaches., • Experience working with Sales Operations, Revenue Operations, or Incentive Compensation teams in an advisory, technical, or implementation capacity., • Strong understanding of go-to-market (GTM) planning, sales capacity modeling, and coverage modeling strategies., • Ability to translate complex sales planning requirements into technical solutions and articulate value to both business and technical stakeholders., • Experience with data integration and transformation as it relates to CRM (e.g., Salesforce), HRIS, and ERP systems to support territory and quota planning processes., • Familiarity with change management and adoption best practices in rolling out new planning processes or technologies to sales organizations., • Knowledge of SaaS delivery models and experience supporting enterprise software pre-sales cycles, particularly in the sales performance or planning space., • Awareness of industry-specific sales planning challenges (e.g., tech, pharma, manufacturing, etc.) and how SPM solutions can be tailored accordingly., • Demonstrated experience or familiarity with at least one leading Sales Planning / SPM platform, such as:, • Anaplan (Sales Planning, Connected Planning), • Pigment (Sales Capacity and Planning use cases), • SAP CallidusCloud (now part of SAP Commissions and SAP Territory and Quota), • Varicent (Sales Planning, Incentive Compensation), • Xactly (Align, Incent, Sales Planning), • Industry Expertise, • Proficient in complex industries like Insurance and Financial Services, Medical Devices, Pharma: Has sufficient industry-specific knowledge to deliver compelling, industry-specific messaging that resonates across our focus verticals, demonstrating a deep understanding of unique challenges and value drivers within each industry, • Collaborate with leadership to refine strategy, use cases, and best practices for focus verticals, • Customer Engagement, • Develop lasting client relationships and help the company drive reference calls, client speakers, and event attendance, • Consistently identify and build technical champions during the sales process, • Be comfortable and proficient presenting to varied and mixed technical and non-technical audiences, from end users to C-Level executives, • Collaborate with senior executives to drive alignment, and deliver compelling Executive Demos, • Act as a trusted advisor to strategic clients, providing long-term guidance to maximize platform adoption and business impact, • Contributions to Team Enablement & Support, • Is a Team Player: Shares best practices and answers peer questions, • Collaborate with teammates: Steps in to help with deals when needed, • Contribute to team enablement and onboarding new hires, including acting as a mentor and coach to new Solution Consultants, • Contributions to Team Assets, • Demo Model Contributions - Ideation & Strategy: contribute new ideas to improve standard demoware, • Demo Model Contributions – Testing: participate in testing newly added content to standard demoware to accelerate roll-out, • Contribute to RFP Library reviews to ensure responses are accurate and up-to-date, and add new question/answer pairs if not already present in the RFP Library, • Cross-Functional Collaboration & Support, • Marketing Support: Represent Varicent in a professional manner on Webinars, at Conferences and industry events, and for Analyst Reports, as needed., • Thought Leadership: Deliver at least one conference/SKO session/presentation/webinar per year., • Product Support: Liaise with Product Management and Engineering teams to advocate for feature enhancements based on prospect & client feedback and evolving industry requirements, • Channels: Work with the Channels team on Partner enablement and co-selling initiatives as needed, • Post-Sales: Support client onboarding efforts by ensuring technical alignment and knowledge transfer from the presales process to implementation teams/partners, • Day to Day Responsibilities, • Execute responsibilities required during each step of the sales process with professionalism and diligence, • Team Meetings: Contribute to team discussions and learning, • Bring a positive attitude focuses on problem-solving and making the complex possible, • 5+ years of technical software sales experience in Enterprise SaaS markets with prior experience of consultative selling to senior leaders and business users strongly preferred, • Excellent presentation and interpersonal communications skills with the ability to understand complicated operations and clearly articulate relevant and differentiated business value, • Proficiency in multiple languages is a plus, • Experience in creating, developing and managing executive business relationships, • Self-motivated and energetic with a positive attitude and desire to learn and grow professionally, • Demonstrated track record of meeting quota and effectively managing all technical aspects of Enterprise sales transactions from start to close, • Coachable and team-oriented with a desire to work in a fast-paced, independent environment, • Team player proactively sharing and documenting knowledge with the wider Technical Sales and Sales team through best practices, available demo assets, customer stories and experiences, • Working knowledge of SaaS software applications, previous experience in the Sales Performance Management SaaS industry is a plus, • Good understanding of relational databases and REST API concepts Varicent is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require accommodation at any time during the recruitment process please email is also committed to compliance with all fair employment practices regarding citizenship and immigration status. By applying for a position at Varicent and/or by using this portal, you declare and confirm that you have read and agree to our Job Applicant Privacy Notice and that the information provided by you as part of your application is true and complete and includes no misrepresentation or material omission of fact

Job Description About Us: DailyPay is transforming the way people get paid. As a worktech company and the industry’s leading on demand pay solution, DailyPay uses an award-winning technology platform to help America’s top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job while supporting their financial well-being outside of the workplace. DailyPay is headquartered in New York City, with operations throughout the United States as well as in Belfast. For more information, visit DailyPay's Press Center. The Role: Reporting to our Sales Director, the Enterprise Account Executive will drive revenue for the company on the front lines of net new business. You will work directly with stakeholders and potential clients to further the success of DailyPay. We believe that top performers can come from a variety of backgrounds. We value strategic thinking, resilience, and a passion for solving complex problems over a conventional resume. If you are a natural relationship-builder who is eager to learn and leverage technology to succeed at the enterprise level, we want to talk to you. If this opportunity excites you, we encourage you to apply even if you do not meet all of the qualifications. How You Will Make an Impact: * Become a DailyPay product maven and perfect your skills in presenting our value proposition. * Pitch and close qualified prospects through webinars, strategic calls, and in-person presentations. * Master and leverage our tech stack (e.g., Salesforce, sales engagement tools) to build a more efficient and effective sales process. * Navigate complex corporate structures to demonstrate value to multiple senior stakeholders. * Use financial and analytical insights to build compelling business cases for partner organizations. * Own and cultivate a pipeline of valuable relationships, consistently moving partners toward a successful close. * Drive revenue production by meeting and exceeding your goals. What Will Make You Successful: * Complex Deal Management: Extensive experience navigating long, complex sales cycles with multiple C-suite stakeholders and significant contract values. * Strategic Advisor: The proven ability to build trust and influence senior executives by acting as a sophisticated, consultative partner. * Tech-Forward & Adaptable: A strong aptitude for technology and a drive to master new tools (CRM, sales automation) to create a more strategic and efficient process. * Analytical Thinker: A highly strategic and data-driven approach, used to build compelling business cases and navigate complex organizations. * Resilient & Curious: A coachable, curious mindset, motivated by solving sophisticated challenges for our partners. Bonus Points If You Have: * 5+ years of experience in B2B inside or outside sales * Direct experience in enterprise-level HR Technology, FinTech, or SaaS sales. * Formal training in a sales methodology (e.g., MEDDPICC, Sandler, etc.) What We Offer: * Exceptional health, vision, and dental care * Opportunity for equity ownership * Life and AD&D, short- and long-term disability * Employee Assistance Program * Employee Resource Groups * Fun company outings and events * Unlimited PTO * 401K with company match Compensation Range: $125K

Job Description Are you a proven sales leader who thrives on building strategic relationships, influencing executive-level decisions, and winning high-value deals? Join our Sales & Marketing Team as a Senior Sales Advisor, where you'll take ownership of the full sales cycle—from strategic prospecting to client onboarding. In this senior-level role, you'll serve as a trusted consultant for multifamily property owners, operators, and marketing leaders, leveraging your deep industry and sales expertise to drive high-value partnerships and scalable revenue growth. You'll have a high-level of influence over our sales processes and GTM strategy, while helping to win new business for RentVision's line of apartment marketing products. Key Responsibilities: • Lead strategic discoveries, demos, and consultative selling efforts: Conduct thorough portfolio analyses and discoveries, tailoring RentVision’s marketing solutions to address prospect pain points and long-term strategic goals., • Own and optimize sales pipeline and reporting: Continuously own, manage, and prioritize sales pipeline and processes using data and strategic insights. Forecast revenue with precision and identify growth opportunities based on industry trends and company goals., • Advise, build trust, and win new, high-value deals: Serve as a helpful, trusted advisor, utilizing advanced sales techniques to guide prospects through complex marketing decisions from initial contact to contract signing. Negotiate terms and manage deal structures to maximize revenue., • Collaborate across teams to refine GTM strategy: Partner closely with marketing, product, client success, and operations teams to help shape positioning, surface prospect insights, and influence product development., • Network and outreach to drive sales growth: Represent RentVision at industry events, networking opportunities, and outbound activities to enhance brand presence, generate leads, and drive sales growth. Team Collaboration: The Senior Sales Advisor will operate from our Lincoln, NE headquarters in an open office setting, actively collaborating across marketing, product, operations, and client success to ensure seamless handoffs and aligned client experiences. Relocation assistance will be provided to candidates needing to relocate to Lincoln, NE. Requirements • 7+ years of consultative B2B sales experience: You’ve led complex sales cycles involving multiple stakeholders and consistently driven high-value outcomes., • Executive communication and influence: Skilled at engaging C-suite stakeholders and facilitating high-level strategic discussions, influencing decision-making, and articulating ROI to key stakeholders., • Strategic thinking and analytical acumen: You interpret data, spot trends, and adjust your sales strategy to maximize results., • Proven record of quota attainment: You don’t just meet expectations—you consistently outperform., • CRM mastery: Highly skilled in using modern CRMs like HubSpot or Salesforce for pipeline hygiene, reporting, and forecasting., • Multifamily industry expertise: Deep understanding of multifamily property owners, operators, and decision-makers., • Digital marketing or SaaS background: Especially in lead generation, advertising, websites, virtual tours, revenue management or analytics., • Position Type: Full-time, exempt Work at a “Best Place to Work” Company RentVision was recently certified as a Great Place to Work, one of Fortune’s Best Workplaces in Advertising & Marketing, one of Lincoln’s Best Places to Work (#2 medium-sized company), one of the Best Places to Work in Multifamily (#6 nationwide), and we recently scored a 4.6/5 on Gallup’s Q12 Engagement Survey. 401(k) Match Planning for your financial future is important. We offer enrollment in our company sponsored 401(k) as well as contribution matching to help you get it done. Health Insurance We care about your health. RentVision offers enrollment in health, vision, dental insurance plans, and also pays a portion of health insurance premiums. Life Insurance You’re important to us and we want you to know that. We offer life insurance to employees at no out-of-pocket cost. Short-Term and Long-Term Disability We’re here to help when the unexpected happens. We provide both short-term and long-term disability insurance to all of our employees. Our short-term disability plan also offers medical leave for pregnancy. Paid Time Off It’s all about that healthy work-life balance—work hard, play hard, right? RentVision provides paid time off and paid holidays, including extra time off around Thanksgiving and Christmas. Paid Parental Leave At the end of the day, family matters most. We know the importance of those precious moments you have with your new little one, so we provide paid parental time off. Fizzy Friday You work hard all week, so why not have a little fun on Friday? At 3:30 PM we celebrate a week’s worth of work with games, snacks, and fizzy beverages. Hope you like competition. Recognition Lunch You’re one in a million, and we want you to know that. Every month we celebrate our employees with a free lunch (yeah, you read that right) and recognition galore. Unlimited Coffee Need a pick-me-up? We’ve got a coffee machine stocked full of cappuccinos, lattes, black coffee, and more. Discounted Gym Membership If you've got the drive, we've got you covered. We partnered with a local gym to provide a total package gym membership for just $10 a month. About RentVision RentVision was founded in 2009, after our Founder and CEO, David Watson, spent multiple weekends hunting for an apartment. After weeks of searching, he signed a lease on a unit he’d never seen. Frustrated by this experience, David believed there had to be a better, easier way to confidently rent an apartment. This sparked the idea for a new innovation—the industry's first Walkthrough Video Tour. RentVision has been innovating, developing, and growing ever since. Today, we operate in the multi-family marketing industry where we create software platforms, build websites, offer strategic advising, deliver media solutions, and travel the country sharing industry knowledge. We are part tech company and part full-service organization, combining the best of both worlds: excellent software solutions with remarkable client service. Learn more about our company at . Our Purpose: To consider others as more important than ourselves. Our Mission: To make renting apartments easy. Our Vision for Our Clients: To deliver a predictive leasing platform that optimizes marketing and revenue management. Our Vision for Prospective Residents: To help people rent an apartment without needing to drive anywhere. Our Core Values: • Be Remarkable - We use our intelligence, personality, and unique skills to deliver amazing results., • Systemize Excellence - We build and do what is excellent, efficient, and repeatable., • Considerate Candor - We seek and give direct feedback that is thoughtful and productive., • Maximize Talent - We know our weaknesses. We live in our strengths., • Team Hustle - We deliver success through hard work and camaraderie.

Application Deadline: 12/30/2025 Address: 1780 W Highway 36 Job Family Group: Retail Banking Sales & Service This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: • Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources., • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience., • Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success., • Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers’ financial needs., • Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life. We’ve been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! • This is a licensed position requiring the SIE, Series 6, 63, Life and Health, • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations., • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies., • Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience., • Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact., • Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities., • Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions., • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition., • Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan., • Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality., • Executes quality customer review meetings for retention and relationship expansion purposes., • Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships., • Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client., • Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies., • Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules., • Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation., • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures., • Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity., • Monitors individual exception reports and takes action to remove exceptions., • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders., • Executes work to deliver timely, accurate, and efficient service., • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus., • Exercises judgment to identify, diagnose, and solve problems within given rules., • Works independently on a range of complex tasks, which may include unique situations., • Broader work or accountabilities may be assigned as needed. Qualifications: • Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required., • 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability., • Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date)., • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies., • Excellent understanding of brokerage and insurance products., • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required., • Excellent understanding of personal trust and investment management – required., • In-depth knowledge of client portfolio management., • Technical proficiency gained through education and/or business experience., • Verbal & written communication skills - In-depth., • Collaboration & team skills - In-depth., • Analytical and problem solving skills - In-depth., • Influence skills - In-depth., • Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ___ BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at ___ To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ___ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job DescriptionDescription: At Great Waters Financial, the Client Experience Advisor (CEA) plays a vital role in delivering exceptional service and personalized support to our clients. Rooted in a culture of collaboration and attention to detail, this position is central to ensuring clients feel empowered and well-informed throughout their journey with us outside of in-person meetings. The CEA provides ongoing guidance outside of formal meetings, serving as a readily accessible expert resource via email and phone for a wide range of financial planning needs and inquiries. As a licensed, trusted advisor and service champion, the CEA helps clients navigate challenges with clarity and confidence, strengthening their overall experience and deepening client relationships. Responsibilities: • Deliver timely and proactive financial advice to clients via phone call or email, addressing planning inquiries outside of formal meetings., • Collaborate cross-functionally to coordinate and manage client planning needs across the Operations department., • Serve as the primary point of contact for all client communication and inquiries outside of in-person meetings., • Establish and manage timelines for client-related action items within service platforms, including Salesforce, Orion, Moneyguide, and Holistiplan., • Foster and maintain strong client relationships through prompt and personalized responses to inquiries and service requests., • Share industry insights and internal research to keep clients informed on relevant updates. Requirements:, • Series 65 (or Series 7 and Series 66), • Life & Health insurance license, • Excellent verbal and written communication skills The salary range for this role is $60,000.00 - $78,000.00 annually. In addition, Great Waters offers employees a 401k plan with an employer matching schedule, Medical, Dental, and Vision insurance, 10 paid company Holidays, an annual wellness stipend, and paid-time off. This position is eligible for a discretionary annual bonus driven by organization and individual performance.

Job DescriptionSenior Client Advisor Summary As a Senior Client Advisor in the Financial Services industry, you will play a pivotal role in guiding clients through their financial protection journey. Your expertise will be crucial in providing strategic advice and personalized solutions to meet clients' needs. This role requires a deep understanding of financial products and services, coupled with the ability to build and maintain strong client relationships. Your contributions will directly impact client satisfaction and the overall success of the organization. This is a 1099, 100% Commission opportunity for you to earn exactly what you KNOW you are worth! Responsibilities • Provide personalized solutions to clients., • Build and maintain strong, long-term relationships with clients., • Analyze clients' financial situations and recommend appropriate products and services., • Stay informed about industry trends and regulatory changes to provide up-to-date advice., • Act as a mentor and leader within the team, promoting a culture of servant leadership., • Continuously seek opportunities for professional development and improvement. RequirementsRequirements: • 0-3 years of experience in the financial services industry., • Excellent communication skills with the ability to convey complex information clearly., • Demonstrated servant leadership qualities and a coachable mindset., • Self-driven with the ability to work independently and manage time effectively., • High level of integrity and commitment to ethical practices., • Proven ability to build and maintain client relationships. Benefits • High Income Opportunity, • World class training, • Mentorship, • Life Insurance, • Group Medical/Vision/Dental available, • Bonuses, • Trips

Howden Re is the global reinsurance broker and risk, capital, & strategic advisor focused on relentless innovation & superior analytics for top client service. As a Reinsurance Broker Intern, you will work on the North American Reinsurance Team - learning more about reinsurance broking, risk mitigation solutions, contract negotiation, portfolio management, and general reinsurance decision making for Howden Re's current and prospective clients. Candidates need to have the ability to work both independently and as a powerful member of the team. Primary Responsibilities: • Assist with reinsurance placements and client initiatives, • Assist in tracking reinsurance placements, • Assist with the creation of client marketing materials, • Perform risk analysis and financial modeling, • Market research and analysis Qualifications: • Pursuing a degree in Business Administration – Finance, Risk Management, Mathematics, Accounting or Economics preferred, • Must be proficient in Excel, Word, and PowerPoint, • Strong attention to detail is required, • Able to handle multiple tasks and projects simultaneously in a deadline-driven environment, • Effective communicator, both verbal and written, • Legally authorized to work in the US This internship is a 10-week program based in our Edina, MN office commencing on June 1, 2026 and ending on August 7, 2026.

In this opportunity, you will learn about sales and marketing in the financial services industry and what it takes to be a successful Financial Advisor. In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis.

Answering inbound phone calls or making outbound calls with updates on service requests (e. Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Assist FAs / PWAs/ teams in de

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Job DescriptionSalary: Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Dont worry, we dont expect you to know everything on day one. Thats why youll receive in-depth training and partner with industry experts until youre ready to do it on your own. THIS CAREER OFFERS YOU: • Stipends for training and licensing to help you get started., • The ability to positively impact someone else's life., • Personalized mentoring, coaching, and award-winning training programs., • Backing by Northwestern Mutual, an industry leader with a proven track record of success. CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Many people (50 percent) find their calling in financial services after working in other industries. Wondering if youd be a good fit? See how many of the characteristics below match up to you: • You know how to connect with people, building personal, trusted relationships., • Financial planning is interesting to you., • Youre a driven person whos committed to succeeding., • Youre ready to earn more for your hard work., • You enjoy helping people make more informed, confident decisions., • You're ready to live the life you want, both personally and professionally. Comprehensive benefits package: • Comprehensive medical, dental, and vision insurance, • Two funded pension plans, • Life and disability insurance, • Health care and dependent care reimbursement accounts, • Adoption assistance, • Reimbursement for licensing and ongoing education We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. Recent Awards and Accolades: • FORTUNE 97, • Unsurpassed Financial Strength with total company assets of $290 billion., • 96% of policy owners stay year after year., • Top 10 Independent Broker-Dealer. Financial Advisor Magazine., • $161 billion client assets held or managed by Northwestern Mutual., • The largest direct provider of life insurance in the US., • 4.6+ million total clients, • Industry leader in total dividend payout with over $6 billion. Equal Employment Opportunity Policy: Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

Job DescriptionBenefits: • Stipend, • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our commitment to community involvement includes: • $1,000,000 raised for M-Health Fairview Childrens Masonic Hospital to fight childhood cancer., • Annual participation in The Big Climb Minneapolis for Leukemia and Lymphoma Society., • Volunteering with The Miracle League, supporting children with disabilities through baseball.Our growing office is located: 8530 Eagle Point Blvd. Suite 200 Lake Elmo, MN 55042 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Sarah Walter: Managing Director • How long with NM? 21 years, • Previous experience? Straight out of college with a Finance degree, she held roles including Financial Representative, Director of Training, Development Officer, Chief Growth Officer, Associate Managing Partner, and now Managing Director., • Passionate about? Spending time with her family at their lake place in Alexandria, MN, fitness, traveling, great restaurants, and capturing memories through scrapbooking.Debbie Blattner: Director of Operations, • How long with NM? 20 years, • Previous experience? Worked at Cargill in IT Help Desk and as a Procurement Coordinator., • Passionate about? Enjoys biking, reading, live music, and spending time with her husband, Justin, and their adult children.Joel Seleskie: Wealth Management Advisor, • How long with NM? 24 years, • Previous experience? Began career with Northwestern Mutual straight out of college., • Passionate about? Loves boating, wakeboarding, and cheering on his kids in their sports activities like hockey, baseball, and football.Emma Traun: Financial Representative, • How long with NM? Started in '24., • Previous experience? Former Staffing Consultant., • Passionate about? Spin, weightlifting, traveling, sunbathing, and trying new foods.Kevin Snelling: Financial Advisor, • How long with NM? Started in '24., • Previous experience? Former Chief Operating Officer at a business consulting firm. Average Income Year 14: • Average: $133,150, • Top 25%: $293,241, • Top 10%: $434,517Average Income in Years 5+:, • Average: $732,016, • Top 25%: $1,770,013, • Top 10%: $2,413,931Key Responsibilities:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree in finance, business, or a related field is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. We offer the potential for a first year stipend to help with your career transition., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Walter is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Job Description Entry-Level Financial Advisor – Foster Klima Location: The Foster Klima agency is in MN, ND, and SD. We can only hire Agents / Advisors who reside in MN, ND, and SD. As an Agent / Advisor for Foster Klima, there is no Sales Territory. Our Agents / Advisors can do business with any client who resides in the USA. No territory restrictions — serve clients nationwide Location: The Foster Klima agency is in MN, ND, and SD. We can only hire Agents / Advisors who reside in MN, ND, and SD. As an Agent / Advisor for Foster Klima, there is no Sales Territory. Our Agents / Advisors can do business with any client who resides in the USA. Compensation: First-year average $80,000 – $105,000 with high earning potential Start Your Career in Financial Services with Purpose and Support Are you looking for a meaningful career where you can help others while building your own future? At Foster Klima, we’re looking for motivated individuals who are ready to start their journey as financial advisors. No prior experience in finance is required — just a passion for helping people and a desire to grow. We’ll provide the training, mentorship, and tools you need to succeed. You’ll work with individuals and businesses to help them understand their financial goals and create personalized strategies to achieve them. Training & Licensing Support We cover the cost of your licensing and provide full support as you earn: • Life & Health Insurance License (within 90 days of hire), • Securities Licenses (6/63, 7 and 65/66. 7 & 65/66 preferred), • All educational materials are provided through Kaplan, a leading provider of licensing prep. Benefits & Rewards • Competitive compensation with bonuses and training allowances, • Pension, 401(k) with match, health, dental, and vision insurance, • Personalized coaching and career development opportunities, • Potential for leadership roles and long-term career growth, • Build relationships with clients in your community and beyond, • Learn to assess financial needs and create customized plans, • Receive ongoing support and mentorship from experienced advisors, • Use modern tools and technology to manage client accounts, • Grow your client base through networking and referrals Qualifications: What We’re Looking For • A self-starter with a strong work ethic and a desire to learn, • Passionate about helping others and making a difference, • Comfortable talking to people and building long-term relationships, • Open to feedback and mentorship, • Interested in a career with flexibility and growth potential About Company About Foster Klima Foster Klima is a respected financial services agency affiliated with Guardian Life Insurance Company. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial success. We believe in empowering caring, responsible individuals to take control of their financial futures. Let’s Talk! If you’re ready to start a career that offers purpose, flexibility, and growth, we’d love to hear from you. No sales territory restrictions — you can work with clients across the U.S. once licensed.