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

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

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

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

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

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

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

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

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

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

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

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

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

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service 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 DescriptionTransmission Department Manager – Southeast RegionLocations: Charlotte, NC, Chattanooga, TN, Atlanta, GA Travel: Yes, up to 25% The Transmission Department Manager will lead a high performing team of engineers and designers, oversee project execution, and contribute to strategic growth initiatives across the Southeast region. Key ResponsibilitiesPeople Leadership & Development • Recruit, mentor, and manage engineering and design staff., • Partner with HR and Recruiting to onboard new hires, interns, and transfers., • Guide team members in career development and progression., • Conduct performance reviews and create development plans., • Identify and implement training programs., • Foster a culture of safety, ownership, innovation, and teamwork.Project Execution & Technical Excellence, • Act as a senior technical advisor on transmission projects., • Monitor project performance and ensure quality, schedule, and budget targets are met., • Promote adoption of innovative tools and workflows., • Support proposal development and QA/QC efforts., • Align project staffing and technical direction across teams.Strategic Planning & Business Growth, • Contribute to regional strategic planning, including SWOT analysis and vision development., • Collaborate with marketing and business development teams to pursue new opportunities., • Represent the organization at industry events and conferences., • Promote diversity, innovation, and process improvement initiatives.Cross-Regional & Organizational Alignment, • Share best practices across regions and support global objectives., • Align standards, tools, and initiatives across offices., • Coordinate global engineering resources for consistent delivery., • Assist in resource planning and work assignments.Operational & Quality Oversight, • Ensure compliance with quality management systems., • Lead continuous improvement efforts in project delivery., • Provide input on project management systems., • Support development of specialized offerings such as EPC and program management.QualificationsRequired, • Bachelor’s degree in engineering, construction, or related field., • Minimum 7 years of consulting experience in transmission and distribution., • Proven leadership experience in engineering or technical environments., • Strong mentoring and performance development skills., • Excellent communication and collaboration abilities., • Familiarity with project management tools and methodologies., • Demonstrated financial success in project delivery.Preferred, • 10+ years of industry experience., • Professional Engineer (PE) and/or Project Management Professional (PMP) certification., • Experience with tools like EcoSys, Microsoft Project, PowerBI., • Background in business development and client engagement., • Experience in multi-office, matrixed organizations.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. Here at Appian, our core values of Excellence and Intensity define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day. When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things. As a Principal Solution Consultant, you won't just deliver demos—you will architect strategy, shape market perception, and secure Appian's most complex and transformational deals. You will be recognized as a thought leader inside and outside of Appian, mentoring peers, driving reusable assets, and advising executives on how to achieve transformative outcomes with Appian's platform. SC 2.0 is the engine powering our vision. Appian's Solutions Consulting team is in the midst of an exciting transformation—redefining what it means to be a trusted advisor in today's fast-paced, mission-driven environment. Our SCs don't just demo features—they tell stories, co-create with customers, and help shape strategy with technical credibility and business insight. Read More About SC 2.0 Here You can listen to our Global SC leader, Gregg Aldana discuss SC 2.0 here This is the pinnacle role for Solution Consultants at Appian—ideal for those ready to operate as enterprise strategists, deal orchestrators, and platform evangelists. What you'll be doing: As a Principal Solution Consultant, you will: • Orchestrate Enterprise Growth Plan (EGP) & Complex Deals, • Lead technical strategy and value realization for Appian's largest, multi-million-dollar agreements, including Enterprise Growth Plans., • Coordinate across multiple resources—Product, Services, Partners, Executives—to ensure alignment, mitigate risk, and secure technical wins in our most critical opportunities., • Operate as the deal architect, ensuring that every complex pursuit is anchored in ROI, business outcomes, and a long-term adoption roadmap., • Drive Customer Strategy & Executive Engagement, • Serve as a trusted advisor to C-suite leaders, shaping problem statements, building business cases, and securing executive sponsorship., • Lead executive workshops, visioning sessions, and industry POV briefings that position Appian as the strategic partner for enterprise transformation., • Anchor Value Through Storytelling & Innovation, • Deliver persona-driven, outcome-based demos that consistently tie to quantified business impact., • Innovate with AI, Data Fabric, and Process HQ, creating advanced solution narratives that differentiate Appian in competitive evaluations., • Scale Impact Across Regions & Verticals, • Influence multiple AEs and verticals, co-owning account and territory strategies., • Drive reuse and scalability by contributing to DemoHub, Story Library, and industry playbooks., • Thought Leadership & Market Influence, • Publish original points of view, industry frameworks, or enablement content that elevates Appian's visibility., • Speak at conferences, webinars, and executive events to amplify the Appian brand., • Mentorship & Enablement, • Mentor SCs across regions and develop enablement programs for complex deal pursuit., • Share best practices in EGP orchestration, storytelling, and executive engagement, raising the performance bar across the SC community., • Pipeline Ownership & Quota Accountability, • Co-own pipeline coverage and technical wins with AEs, ensuring ≥70% technical win rates across top opportunities., • Contribute directly to pipeline sourcing and whitespace expansion through strategic plays, executive influence, and EGP adoption frameworks. What We're Looking For • Experience & Track Record, • 8–10+ years in Solutions Consulting, Pre-Sales, or Strategic Consulting roles with direct enterprise customer engagement., • Proven ability to secure technical wins in complex, enterprise-wide agreements, including unlimited-licensing or consumption-based models (e.g., Enterprise Growth Plans)., • Track record of coordinating multi-disciplinary resources to achieve outcomes in high-stakes, competitive environments., • Technical & Domain Mastery, • Deep fluency with enterprise platforms (low-code, BPM, automation, AI, integration) and adjacent ecosystems (ERP, Guidewire, SAP, EPIC, etc.)., • Recognized domain expertise in one or more industries (Financial Services, Insurance, Healthcare, Public Sector, etc.), with published or public thought leadership a plus., • Storytelling & Strategic Communication, • Leadership Without Title Basic Qualifications • Bachelor's or Master's degree in Information Systems, Computer Science, Engineering, or related field., • 8+ years in pre-sales or consulting, including 3+ years working on enterprise-level, multi-million-dollar pursuits., • Proficiency in modern programming or integration languages (Java, Python, JavaScript, SQL, etc.) and cloud technologies., • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job Description Capgemini is a leading technology consulting company specializing in insurance product innovation, technology modernization and operational transformation. We partner with top-tier U.S. insurers to enhance personal lines product portfolios, drive growth, and modernize operations. We are seeking a Senior Property & Casualty Insurance Product Manager – Personal Lines with expertise in product rationalization, new product development, product run-offs, regulatory strategy, InsurTech enablement, and claims transformation. This role requires deep industry knowledge and strategic consulting skills to advise insurers on optimizing personal lines products, navigating compliance requirements, and implementing emerging technologies. Key responsibilities include leading product portfolio optimization, rate filings, and competitive market assessments. The candidate will also drive digital transformation initiatives, evaluating InsurTech solutions such as telematics-based pricing, AI-driven claims automation, and predictive analytics for risk segmentation. Additionally, they will support regulatory advisory projects, ensuring compliance with state DOI regulations, NAIC model laws, and evolving legislative changes. The ideal candidate will have 10+ years of P&C insurance product management or consulting experience, strong expertise in personal lines pricing, underwriting, and compliance, and familiarity with technology platforms like Guidewire, Duck Creek, and Majesco. Preferred qualifications include CPCU, AINS, ARM, Lean Six Sigma, or PMP certifications. This is an exciting opportunity to work with leading insurers on high-impact projects, leveraging data-driven strategies and InsurTech solutions to reshape the future of personal lines insurance. Join us and contribute to strategic innovation, regulatory excellence, and digital transformation in the insurance industry. Key Responsibilities: The key responsibilities of this role will include supporting Client and Internal Project Teams with a mix of the following capabilities: Strategic Consulting & Client Advisory • Act as a trusted advisor to top-tier insurers on personal lines insurance products, including homeowners, auto, renters, and umbrella., • Lead product rationalization efforts, optimizing insurers’ portfolios to reduce complexity, enhance profitability, and improve customer experience., • Drive new product development, leveraging telematics, usage-based insurance (UBI), embedded insurance, and AI-driven pricing models., • Develop and implement product run-off strategies, ensuring compliance, financial stability, and seamless transition for policyholders., • Guide insurers through regulatory advisory initiatives, ensuring product strategies align with state DOI regulations, NAIC model laws, and evolving consumer protection standards. Regulatory Compliance & Market Strategy • Advise on state and federal regulations, helping clients navigate rate filings, compliance risks, and policyholder protections., • Manage engagements related to state DOI rate filings, competitive benchmarking, and regulatory impact assessments., • Provide insights on emerging legislative changes (e.g., climate risk mandates, AI-driven underwriting guidelines, and telematics regulations). InsurTech Enablement & Digital Transformation • Partner with technology teams to implement digital underwriting, AI-based risk models, and automation tools., • Evaluate and recommend InsurTech solutions such as:, • Telematics-based pricing (e.g., Cambridge Mobile Telematics, Arity), • AI-driven claims processing (e.g., CCC Intelligent Solutions, Snapsheet), • Fraud detection & predictive analytics (e.g., Shift Technology, FRISS), • Customer experience & digital distribution (e.g., Cover Genius, Trov), • Support insurers in modernizing core platforms, working with vendors like Guidewire, Duck Creek, and Majesco. Claims Transformation & Risk Management • Assist clients in claims process optimization, leveraging automation, AI, and predictive analytics for faster claims adjudication., • Develop strategies for fraud detection, litigation management, and claims efficiency improvements., • Work with claims and risk teams to align product design with evolving risk trends (e.g., climate change impact, cyber risks in personal lines, and increased litigation costs). Project Leadership & Stakeholder Engagement • Lead cross-functional consulting engagements involving actuarial, underwriting, IT, claims, and distribution teams., • Develop and present strategic recommendations to C-suite executives, supporting data-driven decision-making., • Manage multiple client engagements, ensuring timely delivery, regulatory alignment, and measurable business impact. Requirements • Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (MBA, CPCU, or AINS preferred)., • Experience: 5+ years in P&C insurance product management, consulting, or strategy roles, with a strong focus on personal lines., • Industry Certifications (Preferred):, • CPCU (Chartered Property Casualty Underwriter) – Deep expertise in P&C insurance., • AINS (Associate in General Insurance) – Strong foundational knowledge of insurance operations., • ARM (Associate in Risk Management) – Specialization in risk assessment and mitigation., • Lean Six Sigma or PMP – For project management and operational efficiency., • Technical Expertise:, • Deep knowledge of personal lines product development, pricing, underwriting, and risk management., • Experience with product rationalization, run-off strategies, and market repositioning., • Strong understanding of state insurance regulations, rate filings, and DOI compliance., • Familiarity with InsurTech solutions, AI-driven pricing models, and claims automation technologies., • Proficiency in data analytics tools (e.g., SQL, Python, Tableau, Power BI) for actuarial and risk modeling., • Consulting & Leadership Skills:, • Proven ability to develop strategic recommendations and present to C-suite executives., • Strong project management skills with experience leading cross-functional teams in product transformation., • Excellent problem-solving, analytical, and communication abilities., • Expertise in Agile methodologies for product development and market deployment., • Use of Lean Six Sigma frameworks for process optimization and operational efficiency. This position comes with competitive compensation and benefits package: • Competitive salary and performance-based bonuses, • Comprehensive benefits package, • Career development and training opportunities, • Flexible work arrangements (remote and/or office-based), • Dynamic and inclusive work culture within a globally renowned group, • Private Health Insurance, • Retirement Plans, • Paid Time Off, • Training & Development About Capgemini Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55+ year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group reported €22.5 billion in revenues in 2023.

Job DescriptionCompany Description ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian provides Enterprise Service Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Engineering | Environmental | Sustainability | and Human Capital. We help forward-thinking clients solve problems and improve operations. Launched by Management Consultants, our multidisciplinary teams bring together the talents of Global Professionals to complete engagements for public/private companies, defense and civilian government agencies, and non-profit organizations. Our solution-centric services are deployed across the enterprise and target drivers of economic profit (growth, margin, and efficiency). They are also aligned at the intersections of assets, processes, policies, and people delivering value. ProSidian clients represent a broad spectrum of Industry Sector Groups, including but not limited to -- Sector Groups including but not limited to Consumer Products, Services, And Retail | Defense And Military | Education And Academia | Emergency Services | Energy, Infrastructure, And Environment | Financial Services | Food And Agriculture | Foreign Aid / Technical Assistance | Government And Public Services | Healthcare And Life Sciences | Industrial And Commercial | Manufacturing And Operations | National Security & Intelligence | Non-Profit | Professional Services | Real Estate And Hospitality | Technology, Media, And Telecommunications | Transport And Logistics | etc. Learn More About ProSidian: Job Description ProSidian Seeks a Senior Level Payroll Specialist | Payroll Specialist [COC0053052] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Contract Contingent located CONUS - Charlotte, NC Across The Mid Atlantic Region supporting strategic delivery of Government and Public Services Sector Human Capital Solutions through Temporary Help Services and Recruiting/Staff Augmentation capabilities for the City of Charlotte (COC). Seeking Senior Level Payroll Specialist candidates with relevant Government And Public Services Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Government And Public Services Sector Clients such as COC. This as a Contract Contingent or Contract W-2 (IRS-1099) Payroll Specialist Functional Area Professional - Staffing Augmentation and Recruiting Services Position; however, ProSidian reserves the right to convert to a Full-Time ProSidian employed W-2 Position. JOB OVERVIEW Provide services and support as a Staffing Augmentation and Recruiting Services (Senior Level Payroll Specialist) in the Government And Public Services Industry Sector focusing on Human Capital Solutions for clients such as City of Charlotte (COC) | Charlotte Cooperative Purchasing Alliance (CCPA) Generally Located In CONUS - Charlotte, NC and across the Mid Atlantic Region (Of Country/World). RESPONSIBILITIES AND DUTIES - Senior Level Payroll Specialist | Payroll Specialist [COC0053052] • Develop and execute HR strategies aligned with city objectives., • Oversee all HR divisions: recruitment, benefits, labor relations, training., • Manage HR budget and staffing levels., • Serve as chief advisor on employment policies to senior leadership., • Represent the organization in labor negotiations.Qualifications Desired Qualifications For Senior Level Payroll Specialist | Payroll Specialist [COC0053052] (COC0053052) Candidates: • Bachelor’s degree in HR, business, or public administration; Master’s preferred., • Leads diversity, equity, and inclusion strategy., • Works closely with legal and compliance offices. #TechnicalCrossCuttingJobs #Consulting #Government And Public Services #GovernmentSupportServices #ProfessionalAnalyticalSupport #Jugaad #Copitas #PokaYoke Additional Information As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed: establish, manage, pursue, and achieve annual goals and objectives with Documented Goals for each of the firm's Eight ProSidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting. CORE COMPETENCIES • Teamwork – the ability to foster teamwork collaboratively as a participant and effectively as a team leader, • Leadership – the ability to guide and lead colleagues on projects and initiatives, • Business Acumen – understanding and insight into how organizations perform, including business processes, data, systems, and people, • Communication – ability to effectively communicate to stakeholders of all levels orally and in writing, • Motivation – persistent in pursuit of quality and optimal client and company solutions, • Agility – ability to quickly understand and transition between different projects, concepts, initiatives, or workstreams, • Judgment – exercises prudence and insight in the decision-making process while being mindful of other stakeholders and long-term ramifications, • Organization – the ability to manage projects and actions and prioritize tasks OTHER REQUIREMENTS • Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, proficient with Adobe Acrobat, data analytic tools, and Visio, and the ability to quickly learn other tools, as necessary., • Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint, and Word, proficient with Adobe Acrobat, data analytic tools, and Visio, and the ability to quickly learn other tools, as necessary., • Commitment - to work with intelligent, interesting people with diverse backgrounds to solve the most significant challenges across private, public, and social sectors, • Curiosity – the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together, • Humility – exhibits grace in success and failure while doing meaningful work where skills have an impact and make a difference, • Willingness - to constantly learn, share, and grow and to view the world as their classroom BENEFITS AND HIGHLIGHTS ProSidian Employee Benefits and Highlights: Your good health and well-being are essential to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. We are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently includes the following for Full-Time Employees: • Competitive Compensation: The pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. The Company contributes a fixed dollar amount each month towards the Plan you elect for medical and dental benefits. Contributions are deducted on a pre-tax basis., • Group Medical Health Insurance Benefits: ProSidian partners with BC/BS to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife., • Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP., • 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options is available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match., • Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in their life. These benefits include Vacation/Sick days – 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given., • Pre-Tax Payment Programs: Pre-Tax Payment Programs are premium-only plans (POPs) that offer eligible employees a complete Flexible Spending Account (FSA) Plan and a tax benefit., • Purchasing Discounts & Savings Plans: We want you to succeed financially. Therefore, we offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy daily., • Security Clearance: Due to the nature of our consulting engagements, Security Clearance is required for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials., • ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to $5k for all referrals employed for 90 days for candidates submitted through our Referral Program., • Performance Incentives: Due to the nature of our consulting engagements, performance incentives are associated with each new client that each employee works to pursue and support., • Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent daycare expenses on a pre-tax basis. You determine your projected costs for the Plan Year and then elect to set aside a portion of each paycheck into your FSA., • Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you can elect supplemental life insurance. D&D covers death or dismemberment from an accident only., • Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability. ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, Vietnam era, or another eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines. ProSidian Consulting has pledged to the Hiring Our Heroes Program of the US Chamber of Commerce Foundation and the "I Hire Military" Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status. Furthermore, we believe in "HONOR ABOVE ALL"—success while doing things the right way. Pride comes from the challenge; the reward is excellence in the work. For Easy Application, Use Our Career Site Located On Http://Www.ProSidian.Com/ Or Send Your Resume, Bios, And Salary Expectations / Rates To Careers @ ProSidian.Com & Recruiter @ ProSidian.Com ONLY CANDIDATES WITH THE REQUIRED CRITERIA ARE CONSIDERED. Be sure to place the job reference code in the subject line of your e-mail. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials. Risk Management | Compliance | Business Processes | IT Effectiveness | Engineering | Environmental | Sustainability | Human Capital

Job Description Are you a seasoned accounting professional looking for a role that blends technical expertise, client engagement, and team leadership—without the relentless grind of traditional public accounting? If you're a burnt-out auditor or a technical accounting pro ready for a fresh, rewarding challenge, this is the opportunity for you! Why This Role? At one of Blackmere's clients, you'll find a workplace that values work-life balance (yes, really!) and a leadership team that prioritizes culture and professional growth. Unlike other firms, this team truly lives its core values, ensuring that both employees and clients align with a culture of integrity, service, and quality. With some of the lowest billable hour metrics in the industry (we’re talking 4.5–5 hours a day on average), you’ll have time to focus on high-impact work—without burning out. Plus, you'll play a key role in shaping a growing accounting advisory practice, with the potential to build a path toward senior leadership and even shareholder status. What You’ll Do: ✔ Lead complex accounting advisory projects, including US GAAP conversions, ASC 606 revenue recognition, lease accounting (ASC 842), and financial statement preparation. ✔ Work directly with clients, acting as their trusted accounting advisor while managing deliverables, deadlines, and expectations. ✔ Coach and mentor a team that is hungry to learn, helping them level up their technical accounting expertise. ✔ Review and oversee monthly financial close processes for clients transitioning to GAAP, ensuring compliance and quality. ✔ Be a thought leader, researching and interpreting technical accounting issues while crafting white papers and technical memos. ✔ Support business growth, helping develop and expand the firm’s technical advisory practice. What You Bring: • CPA certification and 5+ years in public accounting (preferably with experience in audit, national technical consulting, or industry technical accounting)., • Deep expertise in US GAAP—especially revenue recognition (ASC 606), lease accounting (ASC 842), and financial reporting., • Experience working with mid-market clients (typically $10M–$50M in revenue) across various industries., • Strong problem-solving skills—someone who brings solutions, not just problems., • A client-first mindset with exceptional communication and project management abilities., • A natural leader who enjoys mentoring and elevating a team’s technical capabilities. What’s In It for You? • True Work-Life Balance – Forget 80-hour weeks. This role is designed for long-term sustainability with reasonable billable hour expectations., • Culture That Cares – No corporate lip service here. Leadership actively ensures the team aligns with core values—and even lets go of clients who don’t., • Growth & Leadership Path – This isn’t a “pencil-pushing” role. You’ll help build an evolving technical accounting practice, with a path to Senior Manager and beyond., • Competitive Compensation & Benefits – Strong base salary, great benefits, flexible work options, and a people-first approach. Ready to Make an Impact? If you’re a technical accounting expert who thrives in a collaborative, high-trust environment, we want to hear from you. Apply today and be part of something more than just another job—build a career where your expertise is valued, your growth is prioritized, and your work has real meaning.

Job DescriptionCompany Description ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value. ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at . Job Description ProSidian Seeks a Director of Human Resources | Human Resources [COC0053250] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Technical Element generally located across the CONUS - Charlotte, NC Across The Mid Atlantic Region supporting 0 We seek 250 candidates with relevant Government And Public Services Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Government And Public Services Sector Clients such as COC. This as a Technical Element or Contract W-2 (IRS-1099) Human Resources Functional Area Professional - HR Leadership Position; however, ProSidian reserves the right to convert to a Full-Time ProSidian employed W-2 Position. JOB OVERVIEW Provide services and support as a HR Leadership (Director of Human Resources) in the Government And Public Services Industry Sector focussing on Human Capital Solutions for clients such as City of Charlotte (COC) | Charlotte Cooperative Purchasing Alliance (CCPA) Generally Located In CONUS - Charlotte, NC and across the Mid Atlantic Region (Of Country/World). RESPONSIBILITIES AND DUTIES - Director of Human Resources | Human Resources [COC0053250] Develop and execute HR strategies aligned with city objectives. Oversee all HR divisions: recruitment, benefits, labor relations, training. Manage HR budget and staffing levels. Serve as chief advisor on employment policies to senior leadership. Represent the organization in labor negotiations. The role(s) are located in the Mid Atlantic Region is at or near CONUS - Charlotte, NC. Initially identified Work Site Address (Subject to Change or Working Remotely): 645 East 4th Street Charlotte, NC 28202 Qualifications Desired Qualifications For Director of Human Resources | Human Resources [COC0053250] (COC0053250) Candidates: Extensive HR leadership experience in large organizations. Education / Experience Requirements / Qualifications Bachelor’s degree in HR, business, or public administration; Master’s preferred. 10+ years HR experience, with 5+ in executive leadership. Extensive HR leadership experience in large organizations. This position aligns with functional/technical service requirements and client engagements in the Government And Public Services Client Industry Sector: Government And Public Services (GPS) Sector Group: Driving Excellence In Service Delivery Through Government And Public Services Innovation And Partnership. Director of Human Resources | Human Resources [COC0053250] Candidates shall work to support requirements for Human Resources Functional Area Services and shall work as a Director of Human Resources | Human Resources [COC0053250]. Skills Required Primarily focused on Professional and Management Development Training initiatives and aligned with 250 activities 250 Functional Area Activities. Negotiation, policy development, strategic workforce planning. Competencies Required • Visionary leadership, political savvy, fiscal management. Ancillary Details Of The Roles • Leads diversity, equity, and inclusion strategy., • Oversees crisis HR response in emergencies. Other Details Works closely with legal and compliance offices. #TechnicalCrossCuttingJobs #Consulting #Government And Public Services #GovernmentSupportServices #ProfessionalAnalyticalSupport #Jugaad #Copitas #PokaYoke Additional Information As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed; establish, manage, pursue, and fulfill annual goals and objectives with at least three (3) Goals for each of the firms Eight Prosidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting. CORE COMPETENCIES Teamwork – ability to foster teamwork collaboratively as a participant, and effectively as a team leader Leadership – ability to guide and lead colleagues on projects and initiatives Business Acumen – understanding and insight into how organizations perform, including business processes, data, systems, and people Communication – ability to effectively communicate to stakeholders of all levels orally and in writing Motivation – persistent in pursuit of quality and optimal client and company solutions Agility – ability to quickly understand and transition between different projects, concepts, initiatives, or work streams Judgment – exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications Organization – ability to manage projects and activity, and prioritize tasks OTHER REQUIREMENTS Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary. Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors Curiosity – the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together Humility – exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference Willingness - to constantly learn, share, and grow and to view the world as their classroom BENEFITS AND HIGHLIGHTS ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That’s why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees: Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis. Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife. Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP. 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match. Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor’s appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days – 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given. Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees. Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis. Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials. ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program. Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support. Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA. Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only. Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability. ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines. ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status. Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work. FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON OR SEND YOUR RESUME’S, BIOS, AND SALARY EXPECTATION / RATES TO CAREERS @ PROSIDIAN.COM. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED. Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials. Risk Management | Compliance | Business Processes | IT Effectiveness | Engineering | Environmental | Sustainability | Human Capital

Job Description Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. It is an exciting time to be part of Choreo! We are expanding our Marketing team and seeking a Manager of CPA Channel Marketing. This is a new role at Choreo, a registered investment advisor founded at the intersection of tax and wealth. We partner and engage in reciprocal referral relationships with individual CPAs and accounting firms to provide wealth management services to their clients. The introduction of this role demonstrates our foundational commitment to serving our CPA partners and providing them with meaningful added value. The CPA Channel Marketing Manager is a strategic marketing role that will be responsible for furthering advisor growth through CPA partnerships. The ideal candidate will have extensive experience in B2B marketing to the CPA and tax professional community, financial services marketing, and financial advisor marketing. The successful candidate will have a solid track record of developing strategies, campaigns, programs and content to open doors within and drive referrals to advisors This role will require creative, nimble and action-oriented thinking, strong collaborative skills, and an ability to plan strategically and scalably as well as implement tactically. As CPA Channel Marketing Manager, you'll focus on developing and executing CPA partner program marketing strategies and content, CPA lead gen and nurture campaigns, partner events, and other marketing strategies designed to expand Choreo's vision to serve as the preferred wealth partner to the tax professional community. You will support our organic growth objectives by maximizing marketing strategy and content in synergy with Choreo brand messaging and thought leadership across multiple platforms to drive engagement, lead generation, education, and retention. A deep understanding of financial advisors, the CPA and tax professional industry, as well as expertise in influencer (COI) and referral marketing is ideal. The CPA Channel Marketing Manager will report to the SVP Advisor Growth Marketing and work closely with other Marketing team members, various lines of business leaders and stakeholders across the organization to help deliver advisor and client experiences that achieve desired business growth outcomes. Primary Responsibilities: • In partnership with other Advisor Growth Marketing teammates, Digital Marketing and the Advisory Services team, strategize and execute end-to-end marketing strategies that materially cement and grow brand awareness as well as referral opportunities in support of Choreo advisors and their growth efforts., • Support the strategy behind CPA partner program value and benefits, as well as maximizing CPA partner engagement, • Own CPA Partner resources website (for external partners) as well as all internal frameworks for organizing and updating partner content, • Write emails, campaigns, social posts, and presentation decks as needed, • Collaborate with Advisor Growth Marketing teammates in development of individual and/or regional CPA-focused marketing plans for advisors, • Support awareness and assist expansion of CPE program in development, • Deploy editorial calendars that support national and regional campaigns, spanning insights, trends, proprietary research, reports, case studies, etc., for use with CPAs and CPA partners, • Leverage performance metrics to understand what content resonates, by topic/theme, message, channel, and format and use learnings to inform future campaigns., • Collaborate closely with multiple Marketing teammates to leverage website and social media channels to build audience and attract prospects., • Effectively communicate the impact of marketing campaigns to internal stakeholders., • Track and report on real-time performance metrics., • Understand data implications and extract relevant, actionable insights using strong problem-solving skills., • 5+ years of related experience marketing in financial services, with strong emphasis on driving advisor partnerships with the tax, legal and professional services community, • Knowledge of compliance and regulatory considerations germane to the CPA industry (understanding of licensing requirements, how the 7216 works, etc.), • 2+ years of B2B2C campaign development and demonstrated growth marketing success., • Ability to work and collaborate with technical and creative teams, as well as with various lines of business leaders, to define requirements and execute strategies., • Proven track record of building strategic consensus among stakeholders that results in measurable growth outcomes., • Strong critical thinking skills and excellent research capabilities; self-motivated with the ability to work independently and take ownership of special projects., • Able to operate with a strong sense of urgency., • Familiarity with federal regulations governing marketing and advertising in the financial services industry., • Experience with Power BI and Salentica CRM Environment preferred At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: • Competitive salary and bonus plan, • Competitive medical, dental, and vision plans, • Basic life and disability coverage, • 401(k) matching program, • Financial support for approved designations and courses, • Technical, leadership, sales training opportunities, • Unlimited, discretionary time off

Job DescriptionCompany Description CapTech is an award-winning consulting firm that collaborates with clients to achieve what’s possible through the power of technology. At CapTech, we’re passionate about the work we do and the results we achieve for our clients. From the outset, our founders shared a collective passion to create a consultancy centered on strong relationships that would stand the test of time. Today we work alongside clients that include Fortune 100 companies, mid-sized enterprises, and government agencies, a list that spans across the country. Job Description CapTech Data Engineering consultants enable clients to build and maintain advanced data systems that bring together data from disparate sources in order to enable decision-makers. We build pipelines and prepare data for use by data scientists, data analysts, and other data systems. We love solving problems and providing creative solutions for our clients. Cloud Data Engineers leverage the client’s cloud infrastructure to deliver this value today and to scale for the future. We enjoy a collaborative environment and have many opportunities to learn from and share knowledge with other developers, architects, and our clients. The Value You Deliver (or What You’ll Do) • Be trusted advisor to customers with best practices, methodologies, and technologies to implement data engineering solutions., • Design, implement, and maintain modern data pipelines to deliver optimal solutions utilizing appropriate cloud technologies., • Partner with product owners and business SMEs to analyze customer requirements and provide a supportable and sustainable engineered solution., • Provide technical leadership and collaborate within and across teams to ensure that the overall technical solution is aligned with the customer needs., • Stay current with the latest cloud technologies, patterns, and methodologies; share knowledge by clearly articulating results and ideas to key stakeholders. Qualifications, • Experience building/operating highly available distributed systems of data extraction, ingestion, and processing large data sets, • 5+ years of experience delivering data engineering solutions on cloud platform, • 5+ years of experience implementing modern designs using at least one cloud-based solution/platform (AWS, Azure, GCP), • Advanced level proficiency with at least one ETL / Data Orchestration technology (Azure Data Factory, SSIS, Informatica, Alteryx, Ab Initio, Pentaho, Talend, Matillion), • Experience cloud-based data warehousing and data lake solutions like Snowflake, Redshift, Databricks, • 5+ years of experience with SQL or NoSQL database (PostgreSQL, MySQL, SQL server, Oracle, Aurora, Presto, BigQuery), • Expertise with SQL, database design/structure and data structure (star, snowflake schemas, de/normalized designs), • 5+ years of experience with at least one programming language (Python, Java, R, C / C# / C++, Shell), • Familiarity with one or more DevOps tools (git, Jenkins, CI/CD, Jira), • Fundamental understanding of big data, open source, and data streaming concepts, • Ability to think strategically and provide recommendations utilizing traditional and modern architectural components based on business needs, • Experience providing technical leadership and mentoring other engineers in data engineering space, • Cloud certification on any platform a plus Additional Information We want everyone at CapTech to be able to envision a lasting and rewarding career here, which is why we offer a variety of career paths based on your skills and passions. You decide where and how you want to develop, and we help get you there with customizable career progression and a comprehensive benefits package to support you along the way. Alongside our suite of traditional benefits encompassing generous PTO, health coverage, disability insurance, paid family leave and more, we’ve launched extended benefits to help meet our employees’ needs. • Learning & Development – Programs offering certification and tuition support, digital on-demand learning courses, mentorship, and skill development paths, • Modern Health –A mental health and well-being platform that provides 1:1 care, group support sessions, and self-serve resources to support employees and their families through life’s ups and downs, • Carrot Fertility –Inclusive fertility and family-forming coverage for all paths to parenthood – including adoption, surrogacy, fertility treatments, pregnancy, and more – and opportunities for employer-sponsored funds to help pay for care, • Fringe –A company paid stipend program for personalized lifestyle benefits, allowing employees to choose benefits that matter most to them – ranging from vendors like Netflix, Spotify, and GrubHub to services like student loan repayment, travel, fitness, and more, • Employee Resource Groups – Employee-led committees that embrace and incorporate diversity and inclusion into our day-to-day operations, • Philanthropic Partnerships – Opportunities to engage in partnerships and pro-bono projects that support our communities. At this time, CapTech cannot transfer nor sponsor a work visa for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship. #LI-LM1

Job Description Location: Charlotte, NC - In-person, not a remote opportunity. Job Type: Full-Time Industry: Financial Services / Wealth Management Why Join Us • High Earning Potential – Competitive base + upside commissions + performance incentives, • Built-In Support – Training, tools, leadership, and marketing resources, • Career Growth Path – Clear advancement in a growing firm Key Responsibilities • Design and execute winning sales strategies to achieve financial consultant targets, • Prospect and acquire new clients—offering tailored financial planning services, • Maintain and grow relationships with current clients as a trusted financial advisor, • Provide high-touch customer service and personalized financial guidance Who We're Looking For: • Proven success in sales, ideally in financial services, insurance, or wealth management, • Exceptional communication, interpersonal, and negotiation skills, • Self-starter with a drive to exceed goals, • Knowledge of financial advisor tools, CRM platforms, or related software is a plus Compensation & Benefits • Market-competitive base salary + upside commission structure, • Performance bonuses and sales incentives, • Professional training, mentorship, and career development support, • A full suite of benefits, including:, • Health, Dental, Life, and Disability Insurance, • 401(k) plan after one year of service, • Pension Plan, • Continuing education reimbursement, • Support for industry designations Apply Now If you’re a results-driven financial consultant or advisor seeking a great opportunity with room to grow, we want to hear from you today! Compensation: $84,000 - $115,351 yearly Responsibilities: • Deliver tailored financial advice and strategies by hosting educational workshops, one-on-one consultations, and seminars aligned with clients’ financial goals and risk tolerance., • Leverage CRM systems to maintain detailed records of each client’s financial profile, including goals, income, cash flow, and future expectations, as a foundation for personalized financial planning., • Design comprehensive, customized financial plans utilizing a full suite of New York Life’s products and services, thoughtfully matched to clients’ current and anticipated life stages., • Proactively identify and cultivate prospects through consistent outreach, including social media engagement, networking, and other marketing strategies., • Build and maintain long-term client relationships by serving as a reliable and knowledgeable financial advisor, earning trust through consistent communication and results., • Guide clients through critical financial decisions regarding life insurance, investment strategies, retirement planning, and other financial solutions tailored to their individual needs.Qualifications:, • Minimum of 2 years of experience in sales or a related field such as marketing or business development., • Familiarity with financial products or industry knowledge is a strong plus., • Self-motivated and goal-oriented, with a proven ability to contribute to team success., • Demonstrated success as a top performer in sales, consistently meeting or exceeding targets., • Comfortable engaging with prospects, presenting tailored solutions, closing deals, and actively seeking referrals., • Strong relationship-building and client management skills., • A business-oriented mindset with a forward-thinking drive., • Unwavering integrity and the ability to explain complex ideas and strategies with clarity., • Skilled in networking and leveraging social media platforms to generate new business opportunities., • Highly organized, detail-focused, and capable of managing time and priorities effectively., • Leadership and communication skills. NORTH AND SOUTH CAROLINA RESIDENTS ONLY About Company New York Life is a Fortune 100 company created in 1845 with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world. 1-Source: 3rd Party Ratings Reports as 11/17/23. 2- SOURCE: MDRT 7/2023.

Job Description The Managing Director’s primary responsibility will be growing Stone Press Financial Group’s Career Distribution, with an emphasis on selling life insurance, both personally and by recruiting and training new Personally Producing Agents. As the Managing Director, you'll spearhead our Career Distribution, emphasizing life insurance sales. You'll promote our financial products and services, recruit and mentor agents, and collaborate with others to hit sales targets. With a strong sales background and leadership skills, you'll play a key role in our growth and reputation. If you're results-driven with a knack for mentoring, let's connect. Key Responsibilities: Promotes and sells National Life Group’s proprietary Life and Annuity products • The mindset of a capitalist and the heart of an altruist., • Builds a unit of agents who validate their career contracts., • Retains agents and helps them grow their businesses promoting joint work., • Functions as a resource in the office for basic training and advanced sales support., • Works with agency staff to manage new business pending pipeline., • Advocates for producers and acts as liaison with field office and home office., • Meets or exceeds sales objectives within assigned territory. Requirements : Successful life and annuity sales experience is required. • Proven history of success in achieving a high level of sales., • Ability to train, coach, and motivate others to achieve results., • Enthusiastic, high energy, and positive attitude., • Highly organized, performance-driven, results-focused, and self-starter., • Excellent relationship-building skills., • CLU and/or ChFC preferred., • Acts ethically and with integrity. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, (704) 554-6404. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124) Powered by JazzHR SXbsFOgvLk

Job DescriptionCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital experiences that drive innovation and transform businesses. From prototype to real-world impact - be part of a global shift by doing work that matters. Job Description The Commercial discipline is responsible for driving business growth, managing partnerships, and providing industry subject matter expertise and advisory to both clients and internal teams. This strategic and consultative team creates meaningful relationships with clients through their combined knowledge of IT services and industry trends and pain points. Members include business development staff of all levels, client partners, alliances and partnerships managers, industry advisors, and operational leads. As a Senior Business Development Manager at Endava, you will identify new clients, and introduce them to our capabilities and IT services. You'll guide these new customers through the entire sales cycle, offering solutions that allow them to achieve business goals through enterprise transformation of their IT environment. Responsibilities: • Serve as the trusted advisor selling IT Professional Services to potential clients to showcase our exceptional capability and build long standing collaborative relationships., • Identify potential target clients through lead generation strategies, cold calling, networking, referrals, and online research., • Execute an end-to-end client sales cycle focused on the sales process from the acquisition of new clients to closing deals and driving revenue growth., • Develop and maintain a robust pipeline of qualified leads and prospects by researching and contacting prospects in alignment with sales goals., • Negotiate, manage, and close strategic new business deals., • Achieve and exceed sales targets and objectives, consistently delivering revenue goals., • Apply your deep knowledge of the industry, its technological landscape, and the complex challenges it faces to become the Subject Matter Expert (SME) on technology challenges within your vertical., • Exceed your personal financial goals by growing your book-of-business, driving revenue growth, and achieving uncapped commission in our aggressive commission model., • As a thought leader, you will have the opportunity to participate in speaking events, workshops, panels, and conferences to share your expertise and insights., • Participate in external industry eventsQualifications, • 8-10+ years of new business development experience focused on selling offshore/nearshore IT Professional Services., • Significant experience within the Retail / CPG industry, with a strong understanding of the industry technological trends and challenges., • An existing, warm network of contacts and/or previously customers in Retail / CPG., • Experience leading strategic new business development initiatives to drive sales. opportunities for large enterprise clients., • Sales-driven professional with hunter-centric sales experience including prospecting, cold calling, qualifying leads, conducting sales presentations, negotiating, closing contracts, and building relationships., • Strong ability to identify industry pain points to engage with and persuade VP or C-level decision-makers., • Self-motivated and driven to achieve and exceed sales targets., • Demonstrated track record of success in new business development, achieving £5M+ quota per year., • Travel is an integral part of a this role and the individual will need to travel locally, within country, and internationally as needed to perform the role (they should have a valid passport/driving license and be prepared to travel during working hours as needed by the company)., • Work-related tradeshows or live events may require the individual to occasionally lift 25 pounds. Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Finance: Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus;, • Career Development: Career coaching, global career opportunities, non-linear career paths, internal development programmes for management and technical leadership;, • Learning Opportunities: Complex projects, rotations, internal tech communities, training, certifications, coaching, online learning platforms subscriptions, pass-it-on sessions, workshops, conferences;, • Work-Life Balance: Hybrid work and flexible working hours, employee assistance programme;, • Health: Global internal wellbeing programme, access to wellbeing apps;, • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan

Job DescriptionCompany Description ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management. We help forward thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value. ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at . Job Description ProSidian Seeks a Senior Digital Communications Advisor | Communications [COC0082279] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Technical Element generally located across the CONUS - Charlotte, NC Across The Mid Atlantic Region supporting 0 We seek 279 candidates with relevant Government And Public Services Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Government And Public Services Sector Clients such as COC. This as a Technical Element or Contract W-2 (IRS-1099) Communications Functional Area Professional - Digital Communications Services Position; however, ProSidian reserves the right to convert to a Full-Time ProSidian employed W-2 Position. JOB OVERVIEW Provide services and support as a Digital Communications Services (Senior Digital Communications Advisor) in the Government And Public Services Industry Sector focussing on Human Capital Solutions for clients such as City of Charlotte (COC) | Charlotte Cooperative Purchasing Alliance (CCPA) Generally Located In CONUS - Charlotte, NC and across the Mid Atlantic Region (Of Country/World). RESPONSIBILITIES AND DUTIES - Senior Digital Communications Advisor | Communications [COC0082279] Set digital communication policies and goals. Lead content strategy for websites, social media, and apps. Monitor emerging digital trends and technologies. Train staff on digital communication best practices. Evaluate campaign performance and ROI. The role(s) are located in the Mid Atlantic Region is at or near CONUS - Charlotte, NC. Initially identified Work Site Address (Subject to Change or Working Remotely): 674 East 4th Street Charlotte, NC 28202 Qualifications Desired Qualifications For Senior Digital Communications Advisor | Communications [COC0082279] (COC0082279) Candidates: Proven leadership in digital communications. Education / Experience Requirements / Qualifications Bachelor’s or Master’s in communications, marketing, or related field. 7+ years’ experience in digital media. Proven leadership in digital communications. This position aligns with functional/technical service requirements and client engagements in the Government And Public Services Client Industry Sector: Government And Public Services (GPS) Sector Group: Driving Excellence In Service Delivery Through Government And Public Services Innovation And Partnership. Senior Digital Communications Advisor | Communications [COC0082279] Candidates shall work to support requirements for Communications Functional Area Services and shall work as a Senior Digital Communications Advisor | Communications [COC0082279]. Skills Required Primarily focused on Professional and Management Development Training initiatives and aligned with 279 activities 279 Functional Area Activities. Strategic digital planning, analytics, UX principles. Competencies Required • Innovation, adaptability, leadership. Ancillary Details Of The Roles • Manages vendor contracts for digital services., • Oversees cybersecurity best practices for online platforms. Other Details Reports to Director of Public Affairs. #TechnicalCrossCuttingJobs #Consulting #Government And Public Services #GovernmentSupportServices #ProfessionalAnalyticalSupport #Jugaad #Copitas #PokaYoke Additional Information As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed; establish, manage, pursue, and fulfill annual goals and objectives with at least three (3) Goals for each of the firms Eight Prosidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting. CORE COMPETENCIES Teamwork – ability to foster teamwork collaboratively as a participant, and effectively as a team leader Leadership – ability to guide and lead colleagues on projects and initiatives Business Acumen – understanding and insight into how organizations perform, including business processes, data, systems, and people Communication – ability to effectively communicate to stakeholders of all levels orally and in writing Motivation – persistent in pursuit of quality and optimal client and company solutions Agility – ability to quickly understand and transition between different projects, concepts, initiatives, or work streams Judgment – exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications Organization – ability to manage projects and activity, and prioritize tasks OTHER REQUIREMENTS Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary. Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors Curiosity – the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together Humility – exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference Willingness - to constantly learn, share, and grow and to view the world as their classroom BENEFITS AND HIGHLIGHTS ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That’s why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees: Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis. Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife. Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP. 401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match. Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor’s appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days – 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given. Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees. Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis. Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials. ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program. Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support. Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA. Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only. Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability. ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines. ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status. Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work. FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON OR SEND YOUR RESUME’S, BIOS, AND SALARY EXPECTATION / RATES TO CAREERS @ PROSIDIAN.COM. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED. Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials. Risk Management | Compliance | Business Processes | IT Effectiveness | Engineering | Environmental | Sustainability | Human Capital

Job Description Job Title: Financial Advisor & Business Development Manager Location: Remote/U.S. (Priority in Austin, Dallas, Charlotte, Greensboro, or Louisville) Employment Type: Full-Time Our client is a high-growth, forward-thinking financial services firm focused on empowering advisors and clients through innovation, collaboration, and long-term partnership. They are actively seeking experienced and growth-oriented financial advisors who are ready to scale their impact with a dynamic team and shared success model. We're seeking a driven and experienced Financial Advisor & Business Developer to join our client's expanding team. This role is ideal for someone with an entrepreneurial mindset, a proven book of business, and a passion for delivering exceptional service to high-net-worth clients all while collaborating within a high-performance team. This is more than a traditional advisory role. You'll benefit from operational support, equity opportunities, and access to senior-level resources to help you land and manage complex relationships. Responsibilities: • Build and manage your personal book of business, with a focus on high-net-worth (HNW) clients, • Deliver comprehensive financial planning, portfolio analysis, and strategic investment recommendations, • Collaborate with internal teams to close complex deals and provide exceptional client service, • Represent the firm's values, growth strategy, and team-based client model, • Participate in strategic growth planning, • 1-3 years of experience as a licensed financial advisor, • Series 7 and 66 licenses required, • $250K+ in trailing 12-month revenue, • Minimum 10 HNW clients (>$1MM in household advisory relationships), • 10+ financial plans completed in the past 12 months, • $25MM+ in current total Assets Under Management (AUM), • Strong understanding of industry trends and desire to grow within an equity-sharing model, • Competitive base salary + performance incentives, • Equity ownership opportunity after 6-12 months, • Full administrative and operational support; no need to manage the book alone, • Transition to a production-based model after years 1-2, • Transparent 3-5 year growth trajectory with 15-25% annual targets, • Team-based culture with shared success and deep resources, • Clear and attainable path to equity and firm ownership, • Innovative, advisor-first environment where your impact is recognized, • Operational freedom so you can focus on growth and strategy

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry. About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients. Leverage Your Healthcare Background for a Rewarding Career: • Connect Directly with Clients: Many healthcare professionals are attracted to financial services because it allows them to build personal, one-on-one relationships with clients and provide tailored guidance, rather than relying on third parties., • Make a Lasting Difference: Leverage your healthcare background to support clients through lifes pivotal moments. From planning for medical costs and retirement to preparing for education and family needs, your perspective can empower clients to make confident decisions for a secure future., • Grow Without Limits: Healthcare professionals know that every stage of life comes with unique challenges. That same understanding applies in financial planning, where your drive, discipline, and expertise will shape your success and open the door to unlimited opportunities.Our growing offices are located:, • Charlotte, NC, • Greensboro, NC, • Mount Pleasant, SCMeet our team: Kim Turner Managing Director: • Time with Prudential: 20 years., • Prior Experience: Began her career with Lincoln Financial Group on the institutional side, selling plans and working directly with plan participants. Joined Prudential as a financial advisor and later held roles including Business Development Manager, Manager Financial Services, Manager Agency Training, and Associate Managing Director. Promoted to Managing Director 13 years ago., • Passionate About: Kim and her husband are raising three boys who stay active in football and soccer, where the family also volunteers as coaches. She enjoys tennis, spending time outdoors, and being on the water at Lake Norman. Her family supports the 24 Foundation, volunteering to help those navigating and recovering from cancer.James McCarthy Associate Managing Director:, • Time with Prudential: 19 years., • Prior Experience: Started as a financial advisor in Philadelphia and has held leadership roles across the East Coast, including Boston, New York, Florida, and the Carolinas. Before Prudential, he worked as a financial advisor with American Express Financial Advisors and earlier as a Junior Project Manager with Henkels & McCoy, overseeing large-scale construction projects across the West Coast, Alaska, and Hawaii., • Passionate About: James and his wife, a special education teacher, have been married since 2006 and are raising four children, triplets in high school and a younger son in middle school. Their family also includes two rescue dogs, Penny and Daisy. James is a lifelong Philadelphia sports fan who enjoys traveling, cheering on the Eagles, and spending quality time with his family.Jacob Dalton Regional Director:, • Time with Prudential: Since 2021., • Prior Experience: Owned an independent RIA and has been licensed in the industry since 2017. Previously worked in the death care industry for five years and served 15 years in the U.S. Army, where he continues as a Senior Drill Sergeant., • Passionate About: Jacob is dedicated to mentoring and training both inside and outside the organization. He and his wife are raising six children and he enjoys golf, running, traveling, and spending time at home with his family.Jon Bass Regional Director:, • Time with Prudential: 12 years., • Prior Experience: Began his career in banking with Wachovia in 2005 and SunTrust in 2008, before moving into financial planning to build his own practice with a focus on tax strategies and risk management., • Series 7, • Series 66, • Passing the SIE (Securities Industry Essentials) exam., • Life/Health Insurance License, • 4-year college degree (preferred)Position Benefits and Compensation:, • Competitive compensation with potential for performance-based bonuses., • 401(k) with matching contributions., • Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals., • Medical, dental, and vision benefits, along with healthcare reimbursement accounts., • Life insurance, accident insurance, and disability income coverage. Join Us in Making an Impact! We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Prudential, LPL Financial, and our dedicated local team today! Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. Flexible work from home options available.

Job Description Samsung SDS America is seeking for an Presales Solution Consultant to drive the presales efforts and adoption of our next-generation AI-Driven eProcurement SaaS solution Caidentia. In this role, you will shape the success of our SRM solution helping businesses revolutionize their supplier relationship management, especially procurement processes and achieve unprecedented efficiency and growth. This is a unique opportunity to be part of a new global business initiative, merging the entrepreneurial drive of a startup with the solid foundation of Samsung SDS America. The successful candidate has a blend of technical expertise, industry acumen, and outstanding communication skills to engage with prospective clients, understand their business needs and technical requirements, and effectively demonstrate how the SRM solution can address their specific challenges around SRM. The SRM Pre-Sales Solution Consultant will collaborate with partners and act as a technical expert to support the entire sales process. The ability to connect technology with measurable business value is critical and you should have a demonstrated ability to think strategically about business, products, and technical challenges. Samsung SDS is the digital arm of the Samsung group and a global provider of cloud and digital transformation innovations. Samsung SDS delivers enterprise-grade solutions and services in cloud, secure mobility, analytics/ AI, digital marketing and digital workspace. Samsung SDS enables customers in government, financial services, healthcare, and other industries to drive business in a hyper-connected economy to increase productivity, safeguard assets, and make smarter decisions. Location: This is a 100% remote role based in the US. Business travel is required up to 40%. Responsibilities: • Act as a trusted advisor by understating the customer’s long term goals., • Work closely with customers to understand their requirements, scope projects and conduct product demonstrations., • Articulate technical concepts to all audiences, including C-level executives and customers., • Create compelling business solution strategy and roadmaps., • Complete required pre-sales documentation (configurations, services, proposals, presentations, justifications, etc.) ., • Develop services scope, level of effort, and SOWs aligning to customer's required outcomes, • Play a key role between Sales and Delivery in ensuring a smooth project execution and successful implementation., • Partner with our product team to continuously improve our offerings based on market demands, technology advancement, and client innovation., • Research new solutions and develop collateral for field enablement and customer facing use cases., • Bachelor Degree in Computer Science, Engineering preferred or related degree required, • 8 years of SaaS sales experience in technical sales or pre-sales roles within the SCM or SRM space, • Strong background in business applications, preferably SCM and SRM., • Strong understand of direct procurement space is preferred., • Strong knowledge of the supplier management, procurement processes, and supply chain dynamics., • Excellent customer relationship management skills, including effective oral and written communications., • Demonstrated ability to articulate complex ideas in a simple and understandable manner., • Experience communicating across technical and non-technical audiences., • Outstanding problem solving and analytical skills, including ability to build clear observations, analysis and conclusions based on customer interviews and data., • Demonstrated ability to adapt to new technologies and learn quickly., • Flexibility to travel up to 40% of the time., • Eligibility to work in the US for any employer without restrictions. Samsung SDSA offers a comprehensive suite of programs to support our employees: • Top-notch medical, dental, vision and prescription coverage, • Wellness program, • Parental leave, • 401K match and savings plan, • Flexible spending accounts, • Life insurance, • Paid Holidays, • Paid Time off We are committed to providing reasonable accommodations to participate in the job application or interview process for candidates with disabilities. If you need assistance and/or a reasonable accommodation, please send your request to this e-mail.

Job Description Caring.com - Inside Sales Representative (Family Advisor) The Inside Sales Representative (Family Advisor) plays a crucial role in assisting families with finding suitable senior living options. Success in this telecommuting position relies on effective communication, empathy, and collaboration with partner communities. Key elements include providing informed and personalized support, fostering positive relationships with partners, staying knowledgeable about industry trends, and excelling in remote work skills. The Inside Sales Representative's (Family Advisor's) focus is on guiding families through a challenging process, addressing concerns, and ensuring a seamless, empathetic, and supportive experience. The Company and Our Mission: Caring.com is a leading online resource for seniors and their loved ones seeking information and access to senior living and care. We apply cutting-edge technology to our mission: to help as many seniors and their caregivers as possible through empathetic, expert guidance. We take pride in helping the 45 million caregivers across the U.S. find help for their aging family members. Our offerings include a robust directory of providers, one-on-one support from our expert Inside Sales Representatives (Family Advisors), helpful content, and authentic reviews from seniors and their families. We are an agile team that succeeds by marrying rigorous, data-driven thinking with real empathy for users and the quality of their experience. Don't think that all this talk about aging keeps us from having a good time. We're a vibrant group of highly talented, results-oriented types who want to use our time and skills to make an impact — all while enjoying a fun, friendly, and supportive work environment. We hope you'll consider joining us. As an Inside Sales Representative (Family Advisor) at Caring, you can expect: Sales Process: • Guide families through the search process, providing strong post-referral follow-up, emphasis on the value of partnering with Caring., • Understand partner community offerings within our database, resident requirements, and the unique benefits of senior living options., • Active listening and attention to verbal cues., • Maintain consistent performance metrics based on predefined benchmarks., • Consistently meet and exceed sales quotas., • Balance adding new volume to pipeline while converting existing pipeline, • Strong attention to detail and exceptional organizational skills., • Comfortable following scripted communication on the phone., • Thrives in a closely monitored and structured environment., • Excellent communication skills, both verbal and written., • Thrives in a team-oriented, collaborative environment., • Previous experience meeting quotas in a metrics-driven environment, preferably via telephone sales., • The ability to handle emotionally charged calls effectively., • Able to consistently work a predetermined 40-hour/week schedule, including weekends and some holidays. Required Skills and Competencies: • 3+ years of documented sales success in a quota or metrics-driven environment, preferably to businesses or consumers., • Problem-Solving Skills., • Ability to deliver results in an independent telecommute environment., • Experience with high call volume (100-150 calls per day) is preferred., • MacOS proficiency is not required but is strongly encouraged., • High computer literacy, including proficiency in Word and Excel, and ability to navigate a multi-monitor workstation with ease., • Strong typing skills., • Activity Expectations:, • Telecommute Position/Home Office Requirements:, • Full-time position with regular evenings and weekends required., • Structured, pre-scheduled training attendance is mandatory., • Advisors must have a designated home office space with privacy during working hours., • A High-speed, hard-wired internet connection is required., • Daily schedule management free from distractions and interruptions., • Taking care of children or pets is not permissible during work hours. What we can offer you: • Competitive base wage and uncapped performance-based bonuses., • Commissions in the first 3 months to average $10K+., • Competitive benefits package – Medical, Dental, Vision, HSA, Accident, and Pet insurance - as well as employer-provided Life, Disability, Employee Assistance Program, and Personal Financial Planning, • 401(k) Employer Match, • Opportunities for professional development and career growth., • Supportive and inclusive workplace culture., • 3.5 weeks of paid time off (PTO) accrued in your first year, with additional accrual based on tenure, plus additional paid time off for caregiving, volunteering, parental leave, sick leave, etc., • Paid training and all computer equipment needed for the position are provided. Caring LLC is an Equal Opportunity Employer. Diversity, Equality, and Inclusion at Caring.com Our history has taught us that treating everyone with dignity and respect is vital to our ongoing success. We embrace and seek out diversity that is inclusive of thought, race, ethnicity, gender, age, religion, sexual orientation, experience, and background. We find that this diversity and openness ensures that all our associates have equal access to opportunities and resources to contribute fully to the organization's success, and it fuels innovation, improves strategic thinking, and cultivates leadership.

Job Description The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. k9bZBO5Dqx

Job Description Why Work Here • Headquarters is in Charlotte, NC, • Recently expanded to nearshore, • isolved ranked for SMB Payroll in 2023 Sapient Report, • Voted top places to work in USA 2023 Job Description The Senior Director, Finance maximizes the return on financial assets by establishing financial policies, procedures, controls, and reporting systems. Ensure legal and regulatory compliance for all accounting and financial reporting functions. Oversees cost and general accounting, accounts receivable/collection, payroll, and risk management. Core Job Duties • Partner with leaders across the company to enable and leverage ROI-driven decision-making, • Lead cross-functional partnerships and be a strategic and trusted financial advisor to functional unit heads, developing a deep understanding of how the respective business units operate, • Provide business operations leadership and guidance to functional unity heads around strategic financial decisions, • Solve complex business problems through the use of analytics and business judgment, • translate key business insights into action to drive value creation, • Build analytical frameworks, forecasts, and dashboards to track key metrics and support smart and quick decision-making across and within the team, • Conduct rigorous analyses of financial performance across business units and product lines and provide data-driven insights for weekly, monthly, quarterly, and annual reports, • Develop tools, processes, and communication touchpoints to support transparency, • Establish tools and timelines to ensure budgets are accurate and comprehensive, • Bachelor's degree in accounting, finance, or related field, • Strong analytical and financial modeling skills with experience in both excel and cloud-based planning tools, • 7+ years' experience in finance, preferably strategic or operational finance roles, • High-growth SaaS/Software experience, • Experience supporting organizational change management and data management processes, • Deep understanding of finance and financial business drivers, • Strong analytical, critical thinking, and problem-solving skills, • Ability to translate well-defined plans and solutions into action, • Excellent communication skills with the ability to foster a shared understanding of the direction of the business, • Ability to thrive in an ambiguous, fast-paced environment with a high degree of autonomy isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit . EEO Statement isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Disability Accommodation Visit for more information regarding our incredible culture and focus on our employee experience. Visit for a comprehensive list of our employee total rewards offerings. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above. In adherence to relevant pay transparency legislation and regulations, we endeavor to offer clarity regarding our compensation methodology for this position. While specific pay ranges are presently under review to ensure alignment with competitive market standards, we will furnish this information upon finalization. At our organization, individual compensation structures are established through a consistent and equitable process, taking into account various pertinent factors. These factors encompass geographic location, job-specific competencies, educational attainment, professional certifications, and pertinent experience. This structured approach enables us to align our total rewards package competitively with each employee's qualifications, duties, and contributions to our collective success. An employee's comprehensive compensation package comprises diverse components, such as base salary, performance-linked bonuses or commissions, long-term incentives like equity grants, and an extensive benefits portfolio. Should you advance as a finalist candidate, you will have the opportunity to explore our overarching compensation philosophy, practices, and how your unique background informs an appropriate compensation proposition. Our commitment lies in fostering a fair, impartial, and transparent compensation framework throughout our workforce. All compensation determinations are aimed at justly acknowledging and rewarding the value, qualifications, and significant contributions that our employees bring to their roles and to the company's achievements. We welcome your inquiries about our principles of pay equity, accompanying analyses, and associated procedures throughout the recruitment process.

Job Description Regional Director – Financial/Wealth Management Location: Charlotte, NC Compensation: $300,000 - $400,000 (base salary+ performance-based incentives) Our client is a high-performing financial and wealth management firm seeking a Regional Director to expand and lead their presence in North Carolina. This is a key leadership role for someone who thrives in growing markets, building strong teams, and elevating new advisor performance through hands-on support, coaching, and recruiting. This opportunity is ideal for a mission-driven leader who understands the importance of cultural fit, long-term vision, and advisor success in a commission-based environment. What You’ll Do: Market Growth & Strategic Expansion: • Drive expansion efforts in the North Carolina market, • Execute a regional growth strategy that aligns with the firm's goals, • Forge partnerships that increase visibility and revenue Leadership & Culture Development: • Coach and mentor new financial professionals, • Foster a culture rooted in collaboration, accountability, and long-term success, • Support existing teams and develop new markets with intention Recruiting & Retention: • Lead advisor recruiting efforts for both experienced and early-career professionals, • Prioritize cultural fit and long-term alignment over short-term volume, • Partner with internal recruiting to deepen talent pipelines Advisor Enablement & Client Excellence: • Support the firm’s comprehensive financial planning model, • Help advisors deliver high-value client experiences using innovative tools and technology, • Champion advisor growth while encouraging ownership and independence Ideal Candidate: • 5+ years of leadership experience in financial services, wealth management, or related fields, • Strong track record of recruiting and training/mentoring commission-based financial professionals, • Experience as a Financial Advisor (required), • Sharp marketing and business development acumen, • Passion for developing people, building culture, and growing markets, • Licensed with Series 7, Series 66, and Life & Health, • Strategic thinker who thrives in entrepreneurial environments Compensation: • Total Compensation: $300,000 – $400,000 (base salary + performance-based bonuses)

Job Description Do you ever have the urge to do things better than the last time? We do. And it’s this urge that drives us every day. Our environment of discovery and innovation means we’re able to create deep and valuable relationships with our clients to create real change for them and their industries. It’s what got us here – and it’s what will make our future. At Quantexa, you’ll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. Opportunity Join us in an exhilarating opportunity working with a determined and dynamic team of Solution Engineers, focused on North America. As a pivotal member of our regional force, you'll help drive Solution Engineering priorities across financial services industry vertical. Your influence will resonate in every facet of our commercial strategy, collaborating closely with regional peers in alliances, sales, marketing, and product management. We seek an individual with profound technical and business acumen, adept at demystifying complex concepts with clarity and precision. You'll dazzle with presentations, deliver captivating product demos, and dive deep into client opportunities, leaving a lasting impression at industry events and webinars. Become the authoritative voice for our solutions and technology in the region, forging trust with executives through relatable dialogue. In the Quantexa Solution Engineering (SE) team, you'll spearhead the initial connection between prospect organizations and the Go to Market team (GTM), setting the cornerstone for their journey. We seek an individual with profound technical and business acumen, adept at de-mystifying complex concepts with clarity and precision. You will: • Uncover customer pain points: Use targeted, precise solution engineering techniques to identify the real challenges our prospects., • Design and deliver tailored solutions: Create compelling presentations and deliver impactful product demos—adapting depth and content to resonate with each audience., • Own the POC lifecycle: Manage the end-to-end proof of concept process. Define and align on success criteria, showcase sprint outcomes that clearly demonstrate value, and generate excitement around our solution., • Ensure a smooth handover: Before transitioning to the delivery team, confirm a shared understanding of the customer’s pain and how the Quantexa solution addresses it. What you’ll be doing. • Probe and grasp prospect pain points, showcasing Quantexa's transformative solutions., • Partner closely with Sales Directors to shape the opportunity strategy, qualify deals and influence account planning., • Cultivate trust as the go-to advisor to clients, big and small, crafting compelling Value Engineering strategies., • Craft tailored Proofs of Concept alongside the rest of GTM for maximum impact that capture the customers business problems., • Lead the process of ‘Discovery’ and then ‘Solutionize’ with our prospects, to iterate and hone in on the right joint solution for all parties., • Collaborate seamlessly with Quantexa's commercial teams, product experts and SMEs, embodying our core value of being a team player., • Flawlessly lead product demos and presentations, qualify opportunities and manage compliance statements., • Elevate Quantexa's profile through industry events such as SIBOS, ACAMS and thought leadership; and, • Provide feedback to Product and Engineering teams based on market and customer input to help shape roadmap opportunities. Requirements What you’ll bring: • Extensive experience in technology as a bridge between business and technical users /stakeholders in a commercially focused technical sales role e.g. Presales, Solution Engineering, Technical Sales, Solution Consulting, Product Management etc., • Experience working with large banks or financial institutions including familiarity with buying cycles in regulated environments., • Demonstrate technological mastery in data-powered, analytical solutions like Entity Resolution, Network Generation or Advanced Analytics., • Proven track record of working in data management ecosystem with exposure to tools, technology and organizational data estate in world of analytics and AI., • Ability to present to and excite senior leaders in Financial Services, leveraging technical acumen and deep knowledge of the banking ecosystem and establish trust and rapport with prospects., • Command robust knowledge in technology and architecture particularly within the realm of enterprise software, such as big data technology, Elastic /OpenSearch, on-prem/on cloud deployment of open architectures., • You’re all about the customer, and you’ll engage and captivate audiences of all sizes with an innate ability to simplify intricate concepts., • Ability to travel across North America (25 – 40%) depending on customer needs and location; and, • Boast domain expertise across various realms of financial services (Risk, Anti-Financial Crime, Anti-fraud, AML, KYC, CRM) or in more general data management concepts (data quality, data warehousing, data fabric, etc.) Nice to have: • Experience working with scale-up companies; and, • Experience to Quantexa’s partner ecosystem (AWS, Azure, GCP, Databricks, Elasticsearch). Benefits Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We offer: • Competitive base salary of $155-175k, • Company bonus, • 100% 401K match up to 5%, • Comprehensive benefits coverage, including mental health support, fitness reimbursements, and financial well-being, • Tax-advantageous benefits, such as commuter benefits, healthcare, and dependent care, • Competitive annual leave, parental leave, PTO, and observed holidays

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. Here at Appian, our core values of Excellence and Intensity define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day. When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things. SC 2.0 is the engine powering our vision. Appian's Solutions Consulting team is in the midst of an exciting transformation—redefining what it means to be a trusted advisor in today's fast-paced, mission-driven environment. Our SCs don't just demo features—they tell stories, co-create with customers, and help shape strategy with technical credibility and business insight. Read More About SC 2.0 Here You can listen to our Global SC leader, Gregg Aldana discuss SC 2.0 here Appian's Game Changing Solutions Consulting Team - Do you enjoy solutioning with an award winning technology? Do you like working alongside the smartest and most creative people in the tech industry? Ready to take your career to the next level and have a tremendous amount of fun in the process? Come and join one of the most exciting, energetic and emerging areas of Appian that is poised to fuel the next stage of growth of this ambitious company and your career: Solutions Consulting. The Global Solutions Consulting organization at Appian is a team like no other out there. We are self-starters that are passionate about our mission and are redefining what it means to work in the Pre-Sales or Sale Engineering profession. Whether you are a seasoned veteran of Solution Consulting for many years or looking to pursue a new career in this area, this is THE TEAM…..THE COMPANY and THE MOVEMENT you want to be a part of. Appian Solution Consulting starts with the "Why" behind the mission critical solutions that are driving success for our customers. Through a combination of creative persona-based storytelling, technical solutioning, and business consulting, Appian's Solution Consultants are the driving force behind helping customers understand the business value that Appian's technology can provide during the sales cycle and beyond. Appian's Solution Consultants are the trusted advisors for customers, partners, sales, product, marketing and the company's leadership. Join this exciting team today to begin fueling your career! To be successful in this role, you need: • Deep and recent expertise in the Financial Services (FS) Industry domain. You must speak the language of FS executives, understand their core business challenges (e.g., regulatory compliance, risk management, customer onboarding, loan origination, tokenization), and translate those into high-impact Appian solutions., • A proven track record as a trusted technical business advisor, evidenced by successful engagement with executive-level stakeholders (VP, SVP, C-suite) to co-create long-term strategic roadmaps., • Executive-level presentation and storytelling skills. Ability to craft and deliver compelling business cases that clearly articulate the business value and ROI of Appian solutions, moving beyond feature-centric demonstrations., • Experience working in an enterprise PreSales position OR a client-facing technology advisory role within a Financial Services institution or ISV (e.g., in transformation, architecture, or strategy)., • Experience leading and navigating complex, multi-stakeholder RFx/RFP processes, serving as the technical lead., • Recent experience in a modern programming language such as Java, C#, Python, C++, JavaScript, SQL, HTML, XML, XSL, etc., • Ability to strategically problem solve by thinking outside of the box to create innovative solutions that address complex FS challenges., • Architectural expertise to identify how Appian can fit into the bigger organizational strategy and technical ecosystem., • Strong verbal and written communication skills; experience with executive customer interaction, requirements analysis, and compelling business presentations., • Bachelor's or Master's degree in Information Systems, Engineering, Computer Science, or a related field., • 5+ years as a successful Pre-Sales Engineer OR 6+ years in a Professional Services/Consulting role, with a significant focus (3+ years) in the Financial Services Industry. Tools and Resources • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job Description Financial Advisor Benefits is a unique, boutique benefits firm in Spartanburg, SC. We have specialized in providing best-in-class group benefits to Independent Financial Advisors since 2014. If we were car dealers, we’d be the Mercedes-Benz of benefit firms. We’ve experienced positive, double-digit growth each year since 2014, and we just had one of our best years in 2024. Position Overview Income range: $100,000 to $150,000 (base + commission) Schedule: Monday through Friday, 8:30 AM to 5:30 PM (Fridays until 4:30 PM) Location: In-person, Spartanburg, SC Relocation package for qualified individuals We are looking for an experienced Sales Consultant to join our team. We use the title of Consultant with our sales team to reflect our consultative approach. This individual must have a heart to serve, the ability to thrive in a team-oriented environment, and a commitment to operating with integrity. Benefits and Perks Health, dental, vision, life, and disability insurance Hospital and accident coverage Paid time off and holidays No weekends; strong work/life balance Casual work environment Assistance in obtaining Life and Health Insurance licensing Full support team to handle administrative tasks One-on-one mentorship Exclusive access to our robust online enrollment platform State-of-the-art communication systems and a custom CRM Onsite IT support All leads are provided and scrubbed for accuracy Extensive training on our products and platforms Base salary combined with strong commission potential — this is a six-figure opportunity Responsibilities Consult Independent Financial Advisors on exclusive group benefits Actively close sales and maintain excellent client communication Contribute to a progressive, team-focused environment Requirements Minimum of 2 years of B2B (business-to-business) sales experience Minimum of 5 years of non-retail sales experience P.S. We are offering hiring bonuses too! Job Type: Full-time Pay: $100,000.00 - $150,000.00 per year Benefits: Dental insurance Health insurance Life insurance Paid time off Vision insurance Compensation Package: Commission pay Schedule: Monday to Friday Ability to Commute: Spartanburg, SC 29303 (Required)

Job Description POSITION DESCRIPTION: MEMBER SUPPORT SPECIALIST Department: MEMBER SUPPORT Classification: Non-Exempt Reports to: Member Support Manager GENERAL DESCRIPTION: As a Member Support Specialist, based out of our South Charlotte location, you will use your persuasive personality to make a positive impact on our members via phone, email and or cobrowsing. You will perform an extensive range of banking center activities, including but not limited to processing transactions, initiating disputes, act as an advisor to our members by educating them on the products and services available to fit their needs while contributing to the financial growth of the credit union. ESSENTIAL FUNCTIONS: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed, and are subject to change: • Achieving production standards (measured through handle time, number of calls, abandonment rate, cobrowse engagements, loan referrals, and quality audits., • Working independently prioritizing work to accurately complete daily assignments in support of the Credit Union goals, • Offer solutions to resolve member concerns/needs while maintaining positive problem-solving skills, • Uncover additional services that a member’s relationship will benefit from; cross sell these products and services, • Upgrade phone calls to cobrowsing to assist member’s more effectively, • Maintain accurate notations on all communications with our members, reviewing assignments, and ensuring member accounts are properly addressed., • Staying well versed on CTFCU procedures and policies by participating in continuing education programs; protecting our members by ensuring confidentiality, safety, and security of information, • Complies with all federal, state, and organizational policies, procedures, and processes, including (but not limited to) the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) To be successful in this role, you will be: • Highly energetic, multi-tasker and strong verbal/written communication skills, • Ability to adapt to & discuss complex digital tools and technologies, • Goal driven, over achiever PERFORMANCE MEASUREMENTS • Demonstrate results within the MSS scorecard, consisting of operational efficiency, interaction quality, leads and referrals, engagements, implementing core values, NetPromoter surveys, etc.), • Exhibits ongoing commitment to achieve and demonstrate our organizational core values QUALIFICATIONS • High school diploma or equivalent; Associate’s degree in banking or finance a plus, • One or more years’ experience in sales, cross selling, customer service; preferable in banking or other financial industry, • Experience with the daily use of multiple systems DISCLAIMER AND ACKNOWLEDGEMENT Position descriptions possess the essential functions and basic duties of the role. Peripheral tasks may have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements contained above be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. Position descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. Equal Opportunity Employer: M/F/Disability/Veteran.

Job Description The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and monitoring, manager due diligence, investment universe evaluation, and overall client support. The Portfolio Strategist will be the primary interface between Horizon's Investment Management team and their consulting clients; therefore, part of this role is communicating with clients on behalf of IM team and integrating Horizon strategies in customized portfolios while also advocating internally for interests of the consulting clients. This role requires a deep background in investment management to be able to communicate market views, allocation positioning, and an in-depth knowledge of Horizon's investment strategies. Horizon's Portfolio Strategy Group supports the firm's largest financial advisory clients through its Outsourced Chief Investment Officer (OCIO) offering. The team provides custom portfolio solutions, market research and practice management support to help foster the growth of their clients. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. • Effectively communicate Horizon's investment solutions and process to financial advisors with the goal of growing assets under management for the business., • Provide allocation input, recommendations, research, and ideas into client portfolios., • Evaluate a prospective client's needs and creatively find a solution that most effectively meets their requirements., • Analyze and evaluate client requests regarding portfolio analysis and positioning of proposed solutions., • Articulate capital markets analysis to clients while also staying current on market events to provide clients with intelligent research., • Be the primary investment lead in meetings with current and prospective clients., • Provide scheduled and ad-hoc updates (both written & verbal) on all aspects of the product area including strategy, process, positioning, performance, markets, etc., • Incorporate Horizon strategies into customized client portfolios that are consistent with a goals-based approach to investment management., • Communicate investment strategies internally with the goal of informing the Investment Management team of relevant competitors or opportunities in the marketplace., • Respond in a timely manner to client and prospect requests., • Participate in Investment Management team meetings., • Adhere to and demonstrate Horizon's corporate values on a consistent basis. Competencies • Outstanding analytical skills with a demonstrated ability to analyze funds, investment methodologies, and asset classes., • Strong interpersonal skills with the ability to build and maintain relationships., • Flexible communication skills: verbal acuity and writing proficiency, ability to listen to clients, capable of "translating" from investment-speak to financial advisor and/or end client language., • Exceptional organization and prioritization skills. Required Education and Experience • Bachelor's Degree with a business, math, finance or economics or similar emphasis, • CFA Designation Preferred Education and Experience • A strong knowledge of asset allocation modeling and economic analysis is highly beneficial. Familiarity with multi-asset investing and financial market analysis is valued., • Demonstrated ability and experience with investment activities including manager and strategy research, portfolio construction and implementation, portfolio measurement and monitoring, and investment policy statement construction., • Client-facing experience is a plus. Job Posted by ApplicantPro

Job DescriptionAffordable Housing Auditors Needed Affordable Housing Audit Manager Location: Remote | Type: Full-Time Position Summary We are seeking a licensed Certified Public Accountant (CPA) with a strong commitment to affordable housing to lead audit engagements that ensure financial integrity and regulatory compliance across housing programs serving low-income communities. This role offers the opportunity to apply your technical expertise in a mission-driven environment, supporting the development and sustainability of affordable housing nationwide. Key Responsibilities • Lead and manage audits for affordable housing projects, with a focus on HUD, LIHTC, and other regulatory frameworks., • Oversee audit planning, execution, and reporting, ensuring accuracy, transparency, and compliance., • Analyze financial statements and operational data to identify risks, inefficiencies, and opportunities for improvement., • Serve as a trusted advisor to housing developers, property managers, and nonprofit partners on financial and compliance matters., • Prepare and present audit findings to internal leadership and external regulatory bodies., • Stay current on evolving affordable housing regulations, tax credit programs, and industry best practices., • Active CPA license (required)., • Bachelor's degree in Accounting, Finance, or a related field., • Minimum of 5 years of audit experience, preferably in affordable housing, nonprofit, or public sector environments., • Deep understanding of HUD regulations, LIHTC compliance, and affordable housing finance structures., • Strong technical proficiency in audit procedures, financial reporting, and internal controls., • Excellent communication skills with the ability to translate complex financial data into actionable insights. Vacation/PTO Medical Dental Vision 401k Bonus Relocation Telecommute • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 04/23/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description Position Description: Total Target Compensation is $80,000 - $100,000 for the first year. Base pay is $54,000 to $62,000 per year, paid semi-monthly. Discretionary Compensation is paid quarterly. The Advisory Specialist is primarily responsible for developing new business leads and supporting existing client relationships in their assigned territory. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share. The Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients. Responsibilities: • Prospects to uncover new business leads through proactive call and email campaigns, • Creates and executes on targeted campaigns designed to appeal to Financial Advisors current business needs, • Schedules and runs virtual meetings with Financial Advisors in their assigned territory, • Drives interest and adoption of Horizon's online advisor prosite with Financial Advisors, • Engages with Centers of Influence to uncover new opportunities and increase Horizon's awareness, • Supports current clients through conducting model reviews and offering value adds, • Performs a territory analysis with their Regional Director to identify new areas of opportunity and where they are at to plan, • Drives attendance to Horizon events, • Owns and executes on the follow up process for Event Leads in their territory, • Acts as a liaison between Financial Advisors and Horizon's Investment Management team, • Stays informed of domestic and global market trends, • Achieves a strong understanding of marketplace competitors and complementary product suites, • Tracks and reports activity through the CRM, • Ability to build and maintain business relationships., • Works well in a team environment and independently., • Self-motivated and driven to reach sales goals in a fast-paced environment., • Confidence and ability to drive sales., • Excellent communication skills / interpersonal skills, including the ability to communicate effectively over the telephone., • Strong organizational skills and ability to multi-task., • Knowledge of the Independent RIA and B/Ds proprietary platforms and competition, • Bachelor's degree, • FINRA Series 7 and 63/65 or 66 licenses (or the ability to gain these in 4 months) Job Posted by ApplicantPro

Job Description About MyComputerCareer (MyCC): At MyComputerCareer, we’re transforming lives through tech education! Our mission-driven team is dedicated to helping students achieve life-changing careers in IT. With a family-like culture rooted in Love, Customer First, Excellence, and Ethics, we’re focused on making a lasting impact. Join us and be part of a dynamic, fast-paced environment where your contributions truly matter. Hours: Monday-Friday (AA's work an early shift and a late shift) 9:30am - 6:30pm or 11am - 9pm EST Compensation: $50-60K (hourly, non exempt) Location: Onsite, Charlotte campus (Hybrid) Purpose of Position: As a Admissions Advisor for MyComputerCareer, you will guide prospective students toward life-changing educational opportunities. Your role involves inspiring and motivating potential students to enroll in our programs, providing personalized consultations, and supporting them throughout the enrollment process. If you’re passionate about helping others achieve their career goals, we want to meet you! Essential Duties & Responsibilities: * Conduct virtual consultations with prospective students, presenting the value of MyComputerCareer through engaging discussions and presentations. * Perform daily follow-up calls to help prospective students progress toward enrollment. * Assist students in obtaining required enrollment documentation, such as transcripts and identification. * Guide students through securing financial aid and private lender funding. * Set expectations for success in the program and ensure onboarding completion, including interviews and attendance on the first day of labs. * Participate in student recruitment and retention efforts, including “save the student” meetings. * Maintain a high level of engagement with prospective students, with a minimum of 50 follow-up calls daily. * Perform additional duties as assigned. Key Competencies: * Professionalism, trustworthiness, and strong ethical standards. * Exceptional oral and written communication skills. * Results-driven and organized, with a passion for achieving goals. * Sales-oriented with a customer-focused mindset. Education & Experience Requirements: * High School Diploma or GED required; Associate’s or Bachelor’s degree preferred. * Proven high-performing sales experience. * Experience with Salesforce is a plus. Physical & Cognitive Demands: * Communicate clearly and effectively with prospective students. * Detect and address potential areas for improvement within the enrollment process. * Maintain consistent cognitive focus to manage complex transactions. * Occasionally perform minor physical tasks such as stooping or kneeling. Why Join Us? At MyComputerCareer, we offer a supportive environment where you can make a meaningful impact on the lives of our students. If you’re looking for a fulfilling career where you can help others succeed while growing professionally, apply today! Equal Employment Opportunity Statement: MyComputerCareer is an Equal Opportunity Employer.

Job Description Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together. The best salespeople achieve the most when they are selling outstanding products, solutions, and services backed by an extraordinary company. That's what you get when you sell for Appian. We are passionate about driving digital transformation by bringing Appian solutions that provide speed, agility, and efficiency needed to compete and grow. Are you inspired by the chance to solve your customers' biggest challenges? You can make that kind of difference here. Join our team, where you can not only grow your career, but share the success of an industry pioneer. We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is responsible for navigating all steps of sales cycles, including leading a geographic territory, building prospective top of funnel activity, while effectively managing a complex sales cycle to a successful close. To be successful in this role, you need: • Experience navigating a complex sales cycle from start to finish, leveraging internal resources within the larger sales organization, cross functionally with the customer success team and externally across customer and partner ecosystems, • Use company-wide success and use cases as a blueprint and add own ideas and vertical knowledge, • Strong presentation skills for delivering in-person and virtual presentations to LOB & IT audiences, highlighting your ability to perform client discovery, communicate ROI and build business value, • A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout complex deals, • 5-10+ years of direct selling experience and a minimum of 2 years experience as an Enterprise Account Executive, selling complex technologies to Commercial and Financial Services clients, • History of consistent quota achievement, • Prior experience in winning new customer logos, • Strong job tenure: history of displaying loyalty and perseverance through long, stable job tenure and positive career trajectory, • Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires., • Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities. Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN] Follow Appian: LinkedIn. Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law. Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at . Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. Appian's Applicant & Candidate Privacy Notice

Job DescriptionCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital experiences that drive innovation and transform businesses. From prototype to real-world impact - be part of a global shift by doing work that matters. Job Description The Commercial discipline is responsible for driving business growth, managing partnerships, and providing industry subject matter expertise and advisory to both clients and internal teams. This strategic and consultative team creates meaningful relationships with clients through their combined knowledge of IT services and industry trends and pain points. As a Senior Business Development Manager at Endava, you will identify new clients, and introduce them to our capabilities and IT services. You'll guide these new customers through the entire sales cycle, offering solutions that allow them to achieve business goals through enterprise transformation of their IT environment. This individual must have both depth and breadth across payments, including multiple payment types (e.g., merchant acquiring, card issuing, ACH, wire, instant payments) and multiple stakeholder groups (e.g., merchants, businesses, processors, financial institutions) Responsibilities: • Serve as the trusted advisor selling IT Professional Services to payments prospects and clients, showcasing our exceptional capability and build long standing collaborative relationships., • Identify potential target clients through marketing and lead generation strategies, networking, referrals, and online research., • Execute an end-to-end client sales cycle focused on the sales process from the acquisition of new clients to closing deals and driving revenue growth., • Develop and maintain a robust pipeline of qualified leads and prospects by researching and contacting prospects in alignment with sales goals., • Negotiate, manage, and close strategic new business deals., • Achieve and exceed sales targets and objectives, consistently delivering revenue goals., • Apply your industry knowledge, its technological landscape, and the complex challenges it faces to become the Subject Matter Expert (SME) on technology challenges within your vertical., • Exceed your personal financial goals by growing your book-of-business, driving revenue growth, and achieving uncapped commission in our aggressive commission model., • Participate in external industry events, • Support sales targeting and marketing activities, for example reviewing lists of conference attendees to determine optimal targets and coordinating across a sales team to reach out or reviewing lists of marketing leads to assess and coordinate with the broader sales team to determine who to target and Qualifications, • 7+ years of new business development experience focused on selling offshore/nearshore IT Professional Services., • Location preferred: Charlotte, Atlanta, NYC metro, • Experience within the Payments industry, with a strong understanding both of the industry technological trends and challenges and the industry stakeholders., • Proven experience leading new business development initiatives to drive sales opportunities for large enterprise clients., • Able to open doors and progress opportunities, within their payment network, across issuers, acquirers/merchant services, processors, and banks’ treasury/wire/real-time payments groups., • Robust network and reputation within the payments industry., • Sales-driven professional with hunter-centric sales experience including prospecting, cold calling, qualifying leads, conducting sales presentations, negotiating, closing contracts, and building relationships., • Strong ability to identify industry pain points to engage with and persuade senior-level decision makers., • Self-motivated and driven to achieve and exceed sales targets., • Demonstrated track record of success in new business development, achieving an annual quota., • Travel is an integral part of a this role and the individual will need to travel locally, within country, and internationally as needed to perform the role (they should have a valid passport/driving license and be prepared to travel during working hours as needed by the company)., • Work-related tradeshows or live events may require the individual to occasionally lift 25 pounds. Additional Information Discover some of the global benefits that empower our people to become the best version of themselves: • Finance: Competitive salary package, share plan, company performance bonuses, value-based recognition awards, referral bonus;, • Career Development: Career coaching, global career opportunities, non-linear career paths, internal development programmes for management and technical leadership;, • Learning Opportunities: Complex projects, rotations, internal tech communities, training, certifications, coaching, online learning platforms subscriptions, pass-it-on sessions, workshops, conferences;, • Work-Life Balance: Hybrid work and flexible working hours, employee assistance programme;, • Health: Global internal wellbeing programme, access to wellbeing apps;, • Participation in both internal meetings and external meetings via video calls, as necessary., • Ability to go into corporate or client offices to work onsite, as necessary., • Prolonged periods of remaining stationary at a desk and working on a computer, as necessary., • Ability to bend, kneel, crouch, and reach overhead, as necessary., • Hand-eye coordination necessary to operate computers and various pieces of office equipment, as necessary., • Vision abilities including close vision, toleration of fluorescent lighting, and adjusting focus, as necessary., • For positions that require business travel and/or event attendance, ability to lift 25 lbs, as necessary. USA Benefits (Full time roles only, does not apply to contractor positions) • Robust healthcare and benefits including Medical, Dental, vision, Disability coverage, and various other benefit options, • Flexible Spending Accounts (Medical, Transit, and Dependent Care), • Employer Paid Life Insurance and AD&D Coverages, • Health Savings account paired with our low-cost High Deductible Medical Plan

Are you a leader who has the following traits? • Competitive, • Business-Minded, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day to day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with the clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance. When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $117,359.4. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. Awards Accolades... • We’re proud of our financial strength., • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard Poor’s) We’re proud of the training we offer. Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2023/2024 Corporate Equality Index Forbes 2023: America’s Best Employers for Diversity Seramount: 2023 Best Companies for Multicultural Women We’re proud of the help we’ve provided and continue to provide to clients.8 3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.9 The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency, and a New York Life company. Wealth management and advisory services are offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser, and a New York Life company. Qualification requirements include, but are not limited to, applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you make will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agents’ Contracts in all states, without a persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation, and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. A full list of our awards is available here: All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12 months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp. 05.30.2025) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply as soon as possible Compensation: $56,000 - $121,000 yearly Responsibilities: • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies, • Assist current policyholders during the insurance claims process while overseeing existing insurance claims, • Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible, • Ensure all contracting paperwork is up to date while maintaining databases, records, and bookkeeping, • Develop a prospective customer base and advertise our insurance products through referrals, cold calling, networking, and other marketing strategies to secure new business, • Network within the community and be involved in community activities, • Building relationships through referrals, networking, digital, and community involvementQualifications:, • Candidates must have a high school diploma or GED; a Bachelor’s degree is a plus, • Proficiency with Microsoft Office products, • Previous health insurance or life insurance experience a plus, • Excellent verbal and written communication skills required, • Customer service or experience as a sales representative are highly valued About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation #WHINS2 Compensation details: 56000-121000 Yearly Salary PIdf281d901f0c-37820-38801668

This role will serve as a trusted advisor to HR and senior business leaders, providing practical and proactive guidance on employment law and compliance matters. The successful candidate will oversee employment disputes, agreements, and policies, and play a key role in shaping CRC Group’s employment practices in alignment with legal requirements and business goals. KEY RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. • Provide legal counsel on a wide range of employment law matters, including hiring, performance management, terminations, wage and hour issues, and workplace investigations., • Advise HR and business leaders on compliance with federal, state, and local employment laws and regulations., • Manage and strategize responses to employment-related claims, including EEOC charges, wrongful termination, and wage and hour disputes., • Lead and support restrictive covenant litigation, including strategy development and coordination with external counsel., • Draft, review, and update employment agreements, separation agreements, and workplace policies., • Provide legal support for reductions in force (RIFs), including risk assessment and compliance planning., • Partner with HR to develop and deliver training on employment law topics and best practices., • Monitor legal and regulatory developments and assess their impact on company policies and practices., • Collaborate with internal stakeholders and external counsel to manage employment litigation and investigations., • Support employment-related aspects of M&A activity, including due diligence and integration planning., • Maintain strong relationships with HR and business leaders to proactively identify and mitigate legal risks. EDUCATION AND EXPERIENCE The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Juris Doctor (JD) from an ABA-accredited law school (Required), • Licensed to practice law in any U.S. state (Required), • 7+ years of experience advising on labor and employment matters, preferably with an Am Law 200 or boutique law firm and/or in-house legal department, • Experience handling EEOC claims, wrongful termination, wage and hour issues, and restrictive covenant litigation, • Insurance industry experience a plus CERTIFICATIONS, LICENSES, REGISTRATIONS • Active law license in good standing (Required) FUNCTIONAL SKILLS • Strong legal research and analytical skills, • Outstanding written and verbal communication skills, • Ability to build trusted partnerships with HR and business leaders, • Proven ability to manage multiple priorities in a fast-paced environment, • High level of discretion and professionalism, • Ability to work independently and collaboratively across teams, • Strategic mindset with a practical, solution-oriented approach, • Experience managing outside counsel and litigation strategy, • Familiarity with employment law training and policy development General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 14,500+, and has 58 offices in 21 countries within key global markets. Our challenge We are seeking an accomplished AI Solution Architect to design and deliver enterprise-grade AI solutions that address complex business challenges. This role combines deep technical expertise with strong client-facing and advisory skills, bridging business needs with innovative AI capabilities. The ideal candidate will partner with clients, sales, and delivery teams to shape strategy, define architectures, and drive adoption of next-generation AI solutions. The Role Responsibilities: Presales & Client Engagement • Collaborate with sales and account teams to identify AI opportunities, shape proposals, and deliver winning solutions., • Lead client discovery workshops to assess AI maturity, understand business challenges, and define solution roadmaps., • Develop solution blueprints, reference architectures, and compelling client presentations., • Support RFPs/RFIs by defining architectures, approaches, and delivery models., • Define end-to-end AI solution architectures across data engineering, ML models, MLOps, and system integration., • Provide expert guidance on AI/ML frameworks, cloud AI platforms (AWS, Azure, GCP), and emerging GenAI technologies., • Ensure solutions align with enterprise standards for scalability, security, governance, and compliance., • Advise clients on AI operating models, adoption strategies, and change management., • Partner with data scientists, ML engineers, and industry consultants to co-create impactful solutions., • Mentor and guide delivery teams on AI best practices and methodologies., • Influence product/service offerings and go-to-market strategies with AI-led capabilities., • Act as a trusted advisor to internal stakeholders and C-level client executives. Requirements: • Bachelor’s or Master’s degree in Computer Science, Engineering, or related field., • Proven experience as a Solution Architect with a focus on AI/ML solution design and delivery., • Strong knowledge of AI/ML frameworks (e.g., TensorFlow, PyTorch), data engineering, and MLOps., • Hands-on expertise with cloud AI/ML platforms (AWS, Azure, GCP)., • Demonstrated success in client-facing roles, including presales and advisory engagements., • Excellent communication, presentation, and stakeholder management skills. We offer: • A highly competitive compensation and benefits package., • A multinational organization with 58 offices in 21 countries and the possibility to work abroad., • 10 days of paid annual leave (plus sick leave and national holidays)., • Maternity & paternity leave plans., • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region)., • Retirement savings plans., • A higher education certification policy., • Commuter benefits (varies by region)., • Extensive training opportunities, focused on skills, substantive knowledge, and personal development., • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses., • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups., • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms., • A flat and approachable organization., • A truly diverse, fun-loving, and global work culture. S YNECHRON’S DIVERSITY & INCLUSION STATEMENT Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.