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

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

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

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

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

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

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

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

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

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

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

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

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

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

Application Deadline: 11/29/2025 Address: 13220 California St. Job Family Group: Retail Banking Sales & Service This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: • Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources., • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience., • Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success., • Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers’ financial needs., • Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life. We’ve been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! • This is a licensed position requiring the SIE, Series 6, 63, Life and Health, • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations., • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies., • Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience., • Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact., • Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities., • Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions., • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition., • Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan., • Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality., • Executes quality customer review meetings for retention and relationship expansion purposes., • Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships., • Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client., • Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies., • Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules., • Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation., • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures., • Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity., • Monitors individual exception reports and takes action to remove exceptions., • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders., • Executes work to deliver timely, accurate, and efficient service., • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus., • Exercises judgment to identify, diagnose, and solve problems within given rules., • Works independently on a range of complex tasks, which may include unique situations., • Broader work or accountabilities may be assigned as needed. Qualifications: • Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required., • 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability., • Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date)., • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies., • Excellent understanding of brokerage and insurance products., • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required., • Excellent understanding of personal trust and investment management – required., • In-depth knowledge of client portfolio management., • Technical proficiency gained through education and/or business experience., • Verbal & written communication skills - In-depth., • Collaboration & team skills - In-depth., • Analytical and problem solving skills - In-depth., • Influence skills - In-depth., • Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $51,800.00 - $95,900.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ___ BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at ___ To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ___ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job DescriptionSalary: $55k-$70k Join our Dynamic Team as Client Experience Manager! Are you passionate about delivering an outstanding client experience and leading a team in a collaborative, fast-paced environment? Do you excel at building and maintaining strong client relationships, mentoring others, and streamlining service operations? If so, we would love to connect with you! Our growing independent Insurance and Financial services firm is seeking a dedicated Client Experience Manager to oversee our client service team and ensure our clients receive the highest level of personalized support and care. This is a key leadership role with direct impact on both client satisfaction and operational excellence. What Youll Do: • Lead and manage the Client Service Team, fostering accountability, collaboration, and growth, • Serve as the direct communication link between the Client Service Team and the Executive Team, • Take ownership of all client escalations, ensuring timely, thoughtful, and effective resolution, • Build and maintain strong client and vendor relationships that align with the firms mission and strategy, • Implement, refine, and scale processes within our CRM to create efficiency and consistency, • Continuously look for ways to elevate the overall client experience, • Develop and enhance onboarding systems that ensure smooth, professional client transitions, • Design and implement training programs to onboard and upskill team members, • Provide progress updates to the Executive Team on key initiatives, milestones, and completion timelines, • Assist with hiring process, • Establish & monitor performance metrics, • Provides timely & constructive performance feedback to support employee development, • Oversee corrective action in a fair and consistent manner in line with company policy Experience Youll Bring: • Bachelor's degree or 5yr related prior management experience highly preferred, • Proven success leading a fast-paced client service team with measurable results, • Excellent analytical and problem-solving skills with a proactive mindset, • Exceptional written and verbal communication skills with attention to detail, • Strong interpersonal skills with the ability to inspire confidence and trust, • Ability to prioritize competing demands and drive projects to completion, • Proficient with Microsoft office suite Bonus Points • Active Life, Health, and Annuities License, • Experience with Wealthbox CRM, Orion, Wealthscape, or AI-driven client tools, • Experience at an RIA or Wealth Management Firm What Youll Get: • Amazing Benefits: Comprehensive medical, dental, vision, and 401(k) plans (with matching options), • Generous PTO Package: Enjoy a balanced work-life schedule, • Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development, • Charitable Giving Participation: Be a part of our commitment to making a difference in the community, • Team-Centric Environment: Join a collaborative team dedicated to our core motto: Do the right thing, for the right reason, at the right time. General Physical Requirements: • Ability to sit for extended periods of time, • Ability to walk short distances within the office, • Ability to lift & carry up to 50lbs, • Ability to reach above and below shoulder level to access items or equipment Who We Are: Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for. Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

Job DescriptionAudit Manager, CPA | $90,000 - $120,000 | Onsite / Direct Hire What Matters Most • Annual salary of $90,000 - $120,000 per year depending on experience level, culture fit, • 100% onsite position, no remote, • 10% of travel possible to visit clients – must have personal reliable transportation, • Location: Council Bluffs/ Omaha Metro Area, • Direct hire opportunityJob DescriptionJoin a respected full-service accounting firm serving clients across the Council Bluffs and Omaha metro area who specializes in delivering personalized audit, tax, and advisory services with a commitment to excellence, integrity, and client success. As the Audit Manager, you will lead and manage audit engagements across a diverse client portfolio. This role involves overseeing audit teams, ensuring compliance with professional standards, and delivering high-quality results with strategic insights. Responsibilities:, • Manage and lead audit engagements for clients across various industries, • Supervise, train, and mentor audit staff, • Ensure all audit work meets professional and regulatory standards, • Review financial statements and audit documentation for accuracy and completeness, • Communicate findings and recommendations clearly to clients and firm leadership, • Build and maintain strong client relationships, serving as a trusted advisor, • Stay up to date on evolving audit standards, laws, and best practices Qualifications and Requirements:, • Active CPA license - Iowa & Nebraska, • Bachelor’s degree in accounting, Finance, or related field, • 5+ years of public accounting experience with an emphasis on audit, • Strong leadership and team management skills, • Excellent communication and client service abilities, • Proficiency with audit software and Microsoft Office Benefits and Perks (if hired permanently):, • Competitive salary based on experience, • Health, dental, and vision insurance, • Company-matched IRA, • Generous PTO and paid holidays, • Professional development and continuing education support

Job Description Our client is a forward-thinking CPA and wealth management firm that prides itself on offering a fully integrated financial experience. With a reputation for personalized service and long-term client relationships, they serve high-net-worth individuals, families, and business owners seeking proactive tax strategies and comprehensive wealth planning. Position Summary: We are seeking a Tax Manager who is not only technically sound in tax compliance and strategy, but also a people-first leader capable of driving growth across both the tax and wealth management divisions. This is an ideal role for a CPA with strong leadership capabilities, business development acumen, and a desire to work in a highly collaborative and client-focused environment. Key Responsibilities: • Oversee and review complex individual, business, trust, and estate tax returns, • Lead and mentor a team of tax professionals, fostering a culture of accountability, development, and excellence, • Collaborate closely with wealth advisors to deliver coordinated tax and financial planning strategies to clients, • Identify opportunities for process improvement and efficiencies within the tax function, • Build and deepen client relationships by serving as a trusted advisor, • Represent the firm in networking and business development activities; assist in identifying and referring clients to the wealth management division, • Active CPA license required, • 6+ years of tax experience in a public accounting firm or tax-focused environment, • Proven experience managing and developing a tax team, • Strong technical knowledge of tax law and compliance for individuals, businesses, and trusts, • Excellent interpersonal and communication skills—comfortable interfacing with high-net-worth clients, • Entrepreneurial mindset with interest or experience in growing a book of business, • Collaborative environment bridging tax and wealth management, • Strategic leadership opportunity with clear impact on firm growth, • Long-term potential for partnership or equity for the right individual

Job Description We're hiring for a role that rewards performanceofferingbonus opportunitiesanduncapped commissionso your earning potential grows with your success. This position is ideal for someone who enjoys working with people, solving problems, and making a meaningful impact through customer interactions. If you're looking for a role that combines career growth with financial opportunity, we'd love to hear from you. Position Summary: The primary objective of the Account Executive is to be the chief strategist and sales leader to achieve profitable revenue growth and total client satisfaction within the assigned geographic or vertical market. In addition, the Account Executive must address client concerns throughout the organization to ensure that contract obligations are fulfilled, and the relationship is preserved for years to come. Essential Duties and Responsibilities: To achieve 100%+ of monthly sales plan through profitable sale, lease, or rental of Office Technology Solutions (hardware/software), Enterprise Print Management Services, Consulting Services, Facilities Management, and Loffler's Integrated Solutions. Develop account relationships to ensure consistent growth for the individual, and the company. Qualifications/Requirements: • Minimum of three days in office, • Candidates must posses a valid driver's license, maintain an acceptable driving record, and provide proof of minimum auto insurance coverage as required by state law., • Fosters openness and trust through personal behavior; follows through on commitments., • Is self-directed, takes personal responsibility and is willing to be held accountable., • Works effectively across organizational boundaries., • Maintains the ability to "stay the course" even in the presence of adversity and opposition., • Articulates the clients' key business strategies, initiatives and associated critical success factors align those to Loffler solutions., • Demonstrates sufficient technical acumen to be credible in securing sales., • Develops strategies to elevate the Loffler relationship with clients to that of business partner or trusted advisor., • Use account information systems (CRM tools) to develop strategies for expanding the level of business in an account and/or territory. Use client financial measures, reports, and tools to identify business opportunities (web, annual reports etc.)., • Use Loffler partners, specialists, executives to penetrate accounts; networks outside of Loffler to broaden business knowledge and increase personal effectiveness., • Able to prioritize multiple opportunities and manage pipeline appropriately. Displays professionalism in documenting account engagements and client business reviews., • Apply sales skills and knowledge as they relate to the sales of technology and technical solutions in order to achieve 100% of assigned budget., • Gain additional market share and retain current customer base within the assigned territory by selling total solutions., • Adhere to business hours from 8:00am to 5:00pm which includes observation of selling hours between 9:00am to 4:00pm., • Enter into CRM tool information on qualified prospects which will be continually updated., • Effectively demonstrate the capabilities and strengths of proposed solutions and Loffler Companies as they relate to specific customer needs., • Participate in and be a contributing member of the sales team and uphold the company mission statement., • Follow departmental procedures., • Ability to work with minimal supervision., • Plans and schedules work activities to complete assignments in their order of priority and make the most effective use of time., • Contributes to a favorable working climate through a friendly manner and cooperative attitude in dealings with other employees., • Proficient PC/laptop skills. Education/Experience: • Bachelor's degree (B.A.) from a four year college or university or equivalent work experience., • Prior industry experience in similar field or job duties preferred. The posted range for this position represents a good faith estimate of the minimum and maximum starting compensation for this role.In addition to the base salary, this position offers commission and bonus opportunities, as well as a comprehensive benefits package that includes health and dental insurance, retirement plans, and paid time off. Why Work for Us? • Top Workplace, • Annual base salary ($40,000 - $55,000) + uncapped commission, • Bonus opportunities tied to performance and team goals, • Uncapped earning potentialyour income grows with your success, • Career Advancement, • Employer Paid Life Insurance and Disability, • Paid Time Off, Volunteer Time, Holidays, Bereavement, and Parental Leave, • Benefits Package including FSA, Medical, Dental, and Vision, • 401K with Employer Match, • Tuition Reimbursement

Job DescriptionWHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for private, family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsor-backed companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHO WE’RE LOOKING FOR We are seeking an experienced Investment Banker to serve as Managing Director - Head of Technology who resides in Chicago, Denver, New York, or Omaha to join our innovative middle market investment banking team. This role offers a unique blend of strong compensation, an entrepreneurial spirit, and impact-driven work. As the first impact investment bank, we focus on prosperity for our people, clients, and communities, fostering a fast-paced, culture-focused environment where every team member has a voice. If you're ready to generate new business, manage client engagements, close deals, and mentor junior staff, this is your unique opportunity! WHO WE DON'T WANT We're not interested in: • People who think they’re the smartest in the room or bring a big ego – leave that at the door., • Lone wolves – we value teamwork, relationships, and collaboration., • Someone looking to simply park a license – we’re building something bigger than ourselves., • Anyone resistant to growth, learning, and continuous improvement.YOU POSSESS, • Proven experience in middle-market M&A and/or capital advisory within the technology sector, with strong client relationship skills and an extensive network., • A track record of executing and leading transactions in software, SaaS, IT services, cybersecurity, fintech, or other technology verticals., • 10+ years of investment banking experience, known for work ethic, integrity, and professionalism., • Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and dynamic culture., • A Bachelor's Degree is required; an advanced degree is preferred.WHAT YOU’LL DO, • Drive business development by showcasing our full range of investment banking services., • Leverage your existing relationships in the technology ecosystem—and keep building your network—to originate and close new deal flow., • Lead transactions across various technology subsectors, from initial pitch to closing, demonstrating exceptional execution, negotiation, and closing skills., • Maintain and manage client relationships, advising on corporate finance strategies while communicating complex financial information in a clear, actionable way., • Mentor junior staff, participate in industry events for exposure, and act as a strategic advisor to clients, helping them navigate high-stakes M&A and capital-raising decisions. Ready to make an impact? Apply today. *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

Job DescriptionWHO WE ARE At Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Chicago, Lincoln, and New York. WHO WE’RE LOOKING FOR We’re seeking Managing Directors to join our innovative middle market investment banking team, offering a unique blend of great compensation, entrepreneurial spirit, and impact-driven work. As the first impact investment bank, we focus on prosperity for our people, clients, and communities, with a fast-paced, culture-focused environment where every team member has a voice. If you're ready to generate new business, manage client engagements, close deals, and mentor junior staff, this is your unique opportunity! WHO WE DON'T WANT We're not interested in people who think they're the smartest in the room or have a big ego – leave that at the door. This isn't a place for lone wolves; we value relationships, teamwork and collaboration. If you're just looking to park a license, this isn't for you. We're after folks who are excited about building something bigger than themselves, open to growth, and always striving for improvement. YOU POSSESS Proven experience in middle market M&A and/or capital advisory with strong client relationship skills and a solid network • Known for exceptional work ethic, integrity, and professionalism, with 10+ years in investment banking, • Demonstrated leadership and management skills, thriving in a fast-paced, entrepreneurial, and diverse culture, • Bachelor's Degree required; advanced degree preferredWHAT YOU’LL DO, • Actively pursue business development opportunities, targeting $3M+ in fee generation by showcasing our full range of investment banking services, • Leverage your existing network, and keep expanding it, to drive new deal flow and start client engagements that align with our firm's strategy, • Lead transactions across various industries, from initial pitch to closing, demonstrating exceptional deal execution, negotiation, and closing skills, • Maintain and manage client relationships, staying involved and giving the right advice at key strategic points, while clearly communicating financial information to guide executives in corporate finance transactions, • Provide leadership and mentoring for junior staff, participate in industry events for firm exposure, and act as a strategic advisor to clients to help achieve their long-term goals *Please provide your resume, a list of relevant completed M&A & Capital Raising transactions and your active FINRA licenses.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Strong Work Ethic and Discipline: Agriculture professionals are accustomed to hard work and persistence, traits that are invaluable in building and maintaining a client base in financial services., • Problem-Solving Skills: Agricultural workers often address complex challenges, such as resource management and efficiency, which translate well to helping clients navigate financial decisions., • Trust and Community Focus: Agriculture professionals frequently have strong connections within their communities, enabling them to build trust and establish credibility as financial representatives., • Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.About Us: At The Brase Network Northwestern Mutual, we help individuals, families, and businesses build their best lives through comprehensive financial planning and investment strategies. Guided by our core valuesPeople First, Respect, Achievement, and Build Your Best Lifewe provide clarity and confidence for over 57,000 clients across Nebraska, with nearly $4 billion in assets under management. Recognized as Omahas Best Financial Planning and Investment Firm for nearly a decade, we are equally committed to giving back, supporting the fight against childhood cancer through partnerships with Childrens Nebraska, Alexs Lemonade Stand, the Leukemia & Lymphoma Society, and Team Jack. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: Our thriving office is located: 9300 Underwood Avenue, Suite 500 Omaha, NE 68114. Meet Our Local Leaders: Jennifer Brase - Managing Partner: • Time with NM: 35 years., • Prior Experience: Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM., • Passionate About: Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.Dan Ferguson - Managing Director:, • Time with NM: 20 years., • Prior Experience: Was a bartender and server before starting with NM as an intern., • Passionate About: Loves the game of golf. Enjoys coaching girls basketball, going to concerts, spending time with family, and watching Cornhuskers football.Katie Eikmeier - Chief Development Officer:, • Time with NM: 12 years., • Prior Experience: Worked in marketing and advertising prior., • Passionate About: Really enjoys being outdoors, running, traveling, and going on adventures with her 3 children.Nick Onken - Financial Advisor and Growth & Development Director:, • Time with NM: 4 years., • Prior Experience: Spent 16 years in the golf industry starting in Florida and moving to Wisconsin, eventually to Nebraska., • Passionate About: Loves everything about family. Spends as much free time as he can golfing. Has a passion for outdoor activities like hunting and fishing.About the Role: As an Insurance Agent at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Candidate Characteristics: • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain).Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jennifer Brase is a Managing Partner of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs., • Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance. Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. *

Job Description Partner with Annuity Experts and Add a Six-Figure Income Stream to Your Business Are you a licensed life insurance agent looking to dramatically increase your income by serving the retirement needs of your clients? Annuity.com is seeking licensed professionals to partner with our senior specialists in a lucrative joint-work opportunity. This is a 1099 independent contractor opportunity for licensed agents to expand their product offerings. Compensation is 100% commission-based, earned via commission splits on joint sales. The Opportunity: A Partnership, Not an Apprenticeship Leverage your existing client relationships and sales skills while we provide the advanced product knowledge and case design support. In this team-based model, you will partner with an experienced annuity specialist to consult with clients and close sales together. It's the ideal way to master a new market without the risk of going it alone. The Power of Annuity Commissions: Annuity commissions are substantial. The average commission on a single sale ranges from $1,000 to $15,000. Through this partnership, you will earn a significant share of these commissions on every joint sale, providing a powerful boost to your current income. Your Role as an Independent Agent Partner: • Identify annuity opportunities within your existing network and new prospects., • Initiate consultations with potential clients to discuss their retirement goals., • Collaborate with your assigned Senior Annuity Advisor, who will provide in-depth product expertise, case design, and closing support on joint calls., • A Team Selling Environment: Partner directly with a top-producing mentor who is financially invested in your success., • Access to High-Level Strategy Sessions: Participate in optional, high-value training and case-design roundtables to sharpen your skills., • Life-Changing Income Potential: There is no cap on your earning potential. This is your entry into a market where single commissions can exceed $50,000., • Must hold an active State Life & Health Insurance Producer License., • An entrepreneurial mindset with a desire to build a scalable and profitable business., • A proven self-starter capable of generating leads and prospecting activity., • Highly coachable and open to collaborating within a proven, team-based system., • Classification: This is a 1099 independent contractor opportunity. It is not W-2 employment., • Taxes & Expenses: As an independent contractor, you are responsible for your own business expenses, taxes, and benefits. We’re not another IMO — we’re a producer-owned platform built for independence, scale, and long-term wealth. Our mission is to help agents build thriving, compliant, and technology-driven businesses in a rapidly consolidating industry. With over 500+ producers nationwide and partnerships across the country, Annuity.com provides access to top-tier carriers, elite training, modern marketing systems, and a community of growth-minded professionals. If you’re ready to own your platform — not just work for one — you’ll fit right in here.About Annuity.com\r\nAnnuity.com is a nationally recognized financial services platform helping independent annuity and life producers grow their business, increase earnings, and share in company ownership.\r\n\r\nWe’re not another IMO — we’re a producer-owned platform built for independence, scale, and long-term wealth. Our mission is to help agents build thriving, compliant, and technology-driven businesses in a rapidly consolidating industry.\r\n\r\nWith over 500+ producers nationwide and partnerships across the country, Annuity.com provides access to top-tier carriers, elite training, modern marketing systems, and a community of growth-minded professionals.\r\n\r\nIf you’re ready to own your platform — not just work for one — you’ll fit right in here.

Job Description Company description: Talon Wealth is an independent, fiduciary financial advisor specializing in helping those in or near retirement navigate financial planning and investing. About the Role We are seeking a highly motivated and client-focused Financial Advisor to join our team. We specialize in helping retirees and near-retirees protect, grow, and manage their wealth through personalized financial planning. The ideal candidate will have a strong understanding of financial planning, investment strategies, and risk management, and will be passionate about building lasting client relationships.You’ll play a key role in helping clients transition into retirement with clarity and confidence, offering personalized strategies for income planning, tax efficiency, estate preparation, and asset protection. Responsibilities • Create customized retirement and investment plans for clients nearing or in retirement, • Provide guidance on income strategies, Social Security, tax planning, RMDs, and estate planning, • Meet with clients regularly to review goals and adjust financial strategies, • Develop new business through referrals, events, and firm-supported marketing, • Maintain strong client relationships built on trust, education, and consistent service, • 5+ years of experience as a financial advisor or planner, • Strong understanding of retirement-focused financial strategies, • FINRA Series 7 and 66 (or Series 63/65) licenses required, • CFP® designation preferred but not required, • Proven ability to build client relationships and grow a book of business, • Commission-only structure with no cap on income potential, • Qualified leads focused on the retirement and pre-retirement market, • Marketing support, client education tools, and lead generation programs, • Ongoing training, mentorship, and access to financial planning software

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Recognized as Omaha's Best Financial Planning and Investment Firm for nearly a decade, we are proud to serve over 57,000 clients across Nebraska with nearly $4 billion in assets under management. Beyond financial services, we are driven by a passion to make a difference in the fight against childhood cancer. Through partnerships with benefactors like Childrens Nebraska, Alexs Lemonade Stand, the Leukemia & Lymphoma Society, and Team Jack, we strive to support research, treatment, and awareness for this critical cause. At Northwestern Mutual Omaha, we are more than a financial partnerwe are a trusted ally committed to helping you achieve your goals, secure your future, and make a meaningful impact in the world. Our thriving office is located: 9300 Underwood Avenue, Suite 500 Omaha, NE 68114. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policy ownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Jennifer Brase - Managing Partner: • How long with NM? Been with NM for 35 years., • Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM., • Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.Dan Ferguson - Managing Director:, • How long with NM? Been with NM for 20 years., • Prior Experience? Was a bartender and server before starting with NM as an intern., • Passionate About? Loves the game of golf. Enjoys coaching girls basketball, going to concerts, spending time with family, and watching Cornhuskers football.Katie Eikmeier - Chief Development Officer:, • How long with NM? Been with NM for 12 years., • Prior Experience? Worked in marketing and advertising prior., • Passionate About? Really enjoys being outdoors, running, traveling, and going on adventures with her 3 children.Nick Onken - Financial Advisor and Growth & Development Director:, • How long with NM? Started with NM 4 years ago., • Prior Experience? Spent 16 years in the golf industry starting in Florida and moving to Wisconsin, eventually to Nebraska. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred, but not required., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jennifer Brase is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionSalary: 31k-37k Join our Dynamic Team as a Financial Advisor Trainee Intern! Are you looking to start your career in financial advising? We are excited to offer an excellent opportunity for a motivated individual to join our team as a Financial Advisor Trainee Intern! In this entry-level role, you will gain hands-on experience and learn the essentials of providing financial advice and services. You will be trained to assist clients in managing their financial portfolios and support them in achieving their long-term goals. Under the guidance of experienced professionals, you'll develop key skills in building client relationships, understanding financial planning, and exploring investment strategies. This is a fantastic opportunity to learn and grow in the financial services industry! What Youll Do: • Client Relationship Management: Learn how to build and maintain relationships with clients by understanding their financial goals and helping them make informed decisions about their financial future., • Financial Planning: Work alongside experienced advisors to assist in developing financial plans for clients, including basic retirement, tax, and investment strategies. You'll learn how to ensure plans align with the clients financial needs and objectives., • Investment Strategy: Support senior advisors in guiding clients on investment options and asset allocation. You'll gain hands-on experience in helping clients create portfolios that match their long-term goals., • Market Research and Analysis: Observe and assist with monitoring financial markets and trends. Youll learn how to use this data to make recommendations that are in line with both client needs and market conditions., • Client Education: Help educate clients on financial products and industry trends. Youll assist in explaining basic financial concepts, ensuring they understand their options and feel confident about their decisions., • Compliance and Documentation: Assist in ensuring that all client interactions and transactions comply with company policies and industry regulations. You'll also help maintain accurate records of financial plans and transactions., • Sales and Business Development: Support efforts to identify new business opportunities and help build the client base. You'll learn how to contribute to the expansion of the business while maintaining strong client relationships. Experience Youll Bring: • Experience: While prior experience in financial services isnt required, an eagerness to learn and develop in a financial advisory role is essential., • Knowledge: Basic understanding of financial concepts, such as market trends, retirement planning, and investing, is helpful, but well provide the training you need., • Skills: Strong analytical skills and a willingness to learn how to explain financial concepts in a clear and approachable way. Good communication is key!, • Interpersonal Skills: You should enjoy working with others and have a natural ability to listen, ask questions, and help clients feel comfortable., • Compliance Knowledge: Familiarity with financial regulations or a willingness to learn about industry standards (such as FINRA or SEC regulations) will be helpful but not required. Bonus Points If You Have: • Licensing:While not required at the start, if you hold any licenses (like Series 65, Life & Health Insurance, or others), its a plus!, • Technical Know-How:Familiarity with platforms like Wealthbox CRM, Orion, Schwab/Fidelity, or MS Office Suite is great, but if not, we will help get you up to speed. What Youll Get: • Continuous Development Opportunities:Grow both personally and professionally with ongoing training and development., • Charitable Giving Participation:Be a part of our commitment to making a difference in the community., • Team-Centric Environment:Join a collaborative team dedicated to our core motto: Do the right thing, for the right reason, at the right time. General Physical Requirements: • Ability to sit for extended periods of time, • Ability to walk short distances within the office, • Ability to lift & carry up to 50lbs, • Ability to reach above and below shoulder level to access items or equipment Who We Are: Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for. Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

Job Description Make Your Mark: Financial Advisor Opportunity at Revolution Group, LLC in Omaha, NE Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? Do you have the hunger to transform lives through wealth advising, the smarts to navigate complex strategies, and the humility to always put clients first? At Revolution Group, LLC, we’re searching for a Financial Advisor who’s ready to join a team that’s redefining wealth management—powered by exclusive private investments and a relentless drive to succeed. We’re different by design. Based in Omaha, NE, we blend top-tier financial planning with access to private investment opportunities—like real estate, private equity, and more—that set us apart from the pack. We handle the nitty-gritty—portfolio construction, cutting-edge tech, back-office support—so you can focus on what you love: building relationships and driving outcomes. Our culture is built on collaboration, innovation, and a shared passion for excellence, and we need someone with the same fire to join us. Who We Are: Revolution Group, LLC isn’t just another firm—it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter. We’re a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team. What You’ll Do: As a Financial Advisor, you’ll be the heartbeat of our client relationships, turning their ambitions into achievements with tailored plans and private investment edge. Here’s what you’ll take on: • Uncover clients’ goals and craft strategies that deliver—leveraging private investments and sharp financial planning., • Provide big-picture advice on retirement, taxes, estate planning, and risk management., • Drive portfolio performance with regular reviews and bold, results-focused decisions., • Stay ahead of markets, trends, and our unique investment offerings to wow clients with fresh ideas., • Chase new opportunities and collaborate with the team to grow our impact. We’re after someone who lives for purpose, fits our culture, and delivers results—someone humble, hungry, and smart. Here’s what we’d love to see: • A bachelor’s degree in finance, economics, or a related field., • 5+ years in wealth management or financial planning (Series 65 or CFP designation is a big plus)., • A proven ability to build trust and keep clients coming back—portable clients are a bonus., • Deep know-how in complex planning and private investments., • Analytical chops and a knack for making smart calls under pressure., • Killer communication skills—connect with people and break down big ideas simply., • A team player who’s just as comfortable flying solo. Why Join Us? This is more than a job—it’s a chance to grow, contribute, and win. At Revolution Group, you’ll plug into a purpose-driven culture, wield private investment tools most advisors only dream of, and help clients build lasting wealth. We’re a team that celebrates hard work, humility, and big outcomes—join us, and let’s make waves together in Omaha, NE. Ready to step up? Apply today as a Financial Advisor at Revolution Group, LLC! Send your resume, a cover letter that shows us your spark, and—if you’ve got them—three references. Let’s create something extraordinary. #hc105939

Job DescriptionSalary: 40k-50k Join our Dynamic Team as a Financial Advisor! We are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will provide personalized financial advice and services to clients, helping them manage their financial portfolios and achieve their long-term goals. You will build strong relationships with clients, develop financial plans, and offer investment strategies that align with their retirement needs. This is an excellent opportunity for a professional looking to make a significant impact in the financial services industry. What Youll Do: • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and providing tailored advice to help them achieve those objectives., • Financial Planning: Develop comprehensive financial plans for clients, including retirement, estate, tax, and investment planning, ensuring each plan aligns with the clients financial situation and future goals., • Investment Strategy: Advise clients on investment opportunities, asset allocation, and risk management, ensuring their portfolios are properly diversified and aligned with their objectives., • Market Research and Analysis: Continuously monitor financial markets and trends to provide informed recommendations and strategies that align with client goals and market conditions., • Client Education: Educate clients on financial products, strategies, and industry trends, ensuring they make well-informed decisions about their finances., • Compliance and Documentation: Ensure all client interactions and transactions comply with regulatory requirements and company policies. Maintain accurate records and documentation of all financial plans and transactions., • Experience: Proven experience in financial advisory, investment management, or a similar financial services role. A track record of managing client portfolios and achieving financial goals is preferred., • Knowledge: market trends, investment strategies, retirement planning, tax strategies, and wealth management techniques., • Skills: Strong analytical, problem-solving, and communication skills, with the ability to explain complex financial concepts in a clear and accessible manner., • Interpersonal Skills: Excellent relationship-building skills with a client-focused approach. Ability to listen actively, understand client needs, and offer personalized advice., • Experience: 3+ years of experience in financial sales, • Licensing: Series 65, Life & Health Insurance, CFP, CFA, • Amazing Benefits: Comprehensive medical, dental, vision, and 401(k) plans (with matching options)., • Generous PTO Package: Enjoy a balanced work-life schedule., • Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development., • Charitable Giving Participation: Be a part of our commitment to making a difference in the community., • Team-Centric Environment: Join a collaborative team dedicated to our core motto: Do the right thing, for the right reason, at the right time." General Physical Requirements: • Ability to sit for extended periods of time, • Ability to walk short distances within the office, • Ability to lift & carry up to 50lbs, • Ability to reach above and below shoulder level to access items or equipment Who We Are: Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for. Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

Job Description Make Your Mark: Senior Wealth Advisor Opportunity at Revolution Group, LLC in Omaha, NE Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? Do you have the hunger to transform lives through wealth advising, the smarts to navigate complex strategies, and the humility to always put clients first? At Revolution Group, LLC, we’re searching for a Senior Wealth Advisor who’s ready to join a team that’s redefining wealth management—powered by exclusive private investments and a relentless drive to succeed. We’re different by design. Based in Omaha, NE, we blend top-tier financial planning with access to private investment opportunities—like real estate, private equity, and more—that set us apart from the pack. We handle the nitty-gritty—portfolio construction, cutting-edge tech, back-office support—so you can focus on what you love: building relationships and driving outcomes. Our culture is built on collaboration, innovation, and a shared passion for excellence, and we need someone with the same fire to join us. Who We Are: Revolution Group, LLC isn’t just another firm—it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter. We’re a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients’ best interests. Our purpose? To create financial security and legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success—for our clients and our team. What You’ll Do: As a Senior Wealth Advisor, you’ll be the heartbeat of our client relationships, turning their ambitions into achievements with tailored plans and private investment edge. Additionally, you will lead our team of Wealth Advisors, sharing your expertise and mentoring their growth. Here’s what you’ll take on: • Uncover clients’ goals and craft strategies that deliver—leveraging private investments and sharp financial planning., • Provide big-picture advice on retirement, taxes, estate planning, and risk management., • Drive portfolio performance with regular reviews and bold, results-focused decisions., • Stay ahead of markets, trends, and our unique investment offerings to wow clients with fresh ideas., • Chase new opportunities and collaborate with the team to grow our impact., • Keep it real, staying compliant with regulations and best practices. We’re after someone who lives for purpose, fits our culture, and delivers results—someone humble, hungry, and smart. Here’s what we’d love to see: • A bachelor’s degree in finance, economics, or a related field., • 5+ years in wealth management or financial planning. Series 65, or Certified Financial Planner (CFP) designation highly preferred., • A proven ability to build trust and keep clients coming back—portable clients are a bonus., • Deep know-how in complex planning and private investments., • Analytical chops and a knack for making smart calls under pressure., • Killer communication skills—connect with people and break down big ideas simply., • A team player who’s just as comfortable flying solo. Why Join Us? This is more than a job—it’s a chance to grow, contribute, and win. At Revolution Group, you’ll plug into a purpose-driven culture, wield private investment tools most advisors only dream of, and help clients build lasting wealth. We’re a team that celebrates hard work, humility, and big outcomes—join us, and let’s make waves together in Omaha, NE. Ready to step up? Apply today as a Senior Wealth Advisor at Revolution Group, LLC! Send your resume, a cover letter that shows us your spark, and—if you’ve got them—three references. Let’s create something extraordinary. #hc196263

Job Description Position Summary: The Wealth Advisor/Investment Officer serves as a trusted fiduciary and financial partner to high-net worth individuals, families, and institutions. This role is ideal for a motivated professional who thrives on building relationships and developing new assets under management. This professional comprehensive investment and financial planning services to high-net-worth individuals, families, and institutions, while actively sourcing new client opportunities through networking, referrals, and community engagement. Essential Functions: • Proactively build and manage a portfolio of assets through prospecting, referrals, and community involvement., • Serve as the primary advisor for a portfolio of clients, delivering tailored investment strategies and holistic financial advice., • Create and implement goal-based financial plans for clientele utilizing the seven-step financial planning process., • Develop customized investment strategies based on clients’ goals, risk tolerance, and time horizons., • Collaborate with in-house analysts and portfolio managers to implement and monitor investment portfolios., • Conduct regular portfolio reviews and provide strategic recommendations to optimize performance and meet evolving client needs., • Provide guidance on tax-efficient investing, retirement planning, and estate strategies in coordination with legal and tax professionals., • Build and maintain strong client relationships through consistent communication, education, and high-level client service., • Develop and cultivate internal and external referral sources to fulfill business development responsibilities., • Stay informed on market trends, economic developments, and regulatory changes impacting investment strategies and client outcomes., • Ensure that all investment activities are in compliance with applicable laws and regulations and adhere to high ethical and professional standards of conduct., • Maintain working knowledge of securities held in discretionary accounts., • Refine and implement processes that improve efficiency, reduce the likelihood of errors, and improve the quality of UIMG’s brand., • Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required., • Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies., • Perform other job-related duties or special projects as assigned., • Bachelor’s degree in Finance/Accounting/Economics or related field., • Completion of Certified Financial Planner (CFP) program or successful progress toward obtaining the CFP designation., • 3-5 years’ experience in investment advisory, financial planning or related field., • Demonstrated success in business development and client acquisition, • Knowledge of financial markets, portfolio construction, and wealth planning strategies, • Excellent interpersonal skills, communication, and relationship building skills., • Accurate and detailed, • Organized, • Time efficient and deadline driven, • Effective communicator- written and verbal, • Customer service focused Indoor work – not exposed to outdoor elements or hazards. Some sedentary work and occasional lifting and/or carrying up to ten pounds. Some travel is required This role is eligible for hybrid work from home Wednesday opportunity under the work from home guidelines upon completion of onboarding. PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. The Backbone of Our Success, Our Local Leaders: Jennifer Brase - Managing Partner: • How long with NM? Been with NM for 35 years., • Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM., • Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.Dan Ferguson - Managing Director:, • How long with NM? Been with NM for 20 years., • Prior Experience? Was a bartender and server before starting with NM as an intern., • Passionate About? Loves the game of golf. Enjoys coaching girls basketball, going to concerts, spending time with family, and watching Cornhuskers football.Katie Eikmeier - Chief Development Officer:, • How long with NM? Been with NM for 12 years., • Prior Experience? Worked in marketing and advertising prior., • Passionate About? Really enjoys being outdoors, running, traveling, and going on adventures with her 3 children.Nick Onken - Financial Advisor and Growth & Development Director:, • How long with NM? Started with NM 4 years ago., • Prior Experience? Spent 16 years in the golf industry starting in Florida and moving to Wisconsin, eventually to Nebraska., • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products., • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies., • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve., • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available., • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.What Our Representatives Value:, • Potential for abundant, consistent, and predictable results., • A collaborative, high-support team environment, fostering growth and camaraderie., • Full business development process training and support for seamless operations., • Proven operational systems and cutting-edge technology for enhanced agent efficiency., • Achieving high performance while maintaining a great quality of life., • A company experiencing rapid growth, offering leadership opportunities for top performers.Candidate Characteristics:, • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor.Benefits:, • Strong Earnings Potential: Combining first year income and unlimited upside., • Significant bonus opportunity commensurate with outcomes., • Dental insurance., • Health insurance., • Life insurance., • Retirement plan., • Vision insurance.Education:, • Bachelor's Degree (preferred)If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jennifer Brase is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term re

\n Lead Distribution Sales Consultant - Supplemental Health Products - Remote\n \n Location: Remote \n Work Type: Full Time Regular \n Job No: 504111 \n Categories: Sales \n Application Closes: Open Until Filled\n \n 2025-08-19\n \n \n \nSHARE\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n\n\n\nThe Lead Distribution Sales Consultant will identify strategies to promote the sale and positioning of Group Supplemental Health Insurance products and services, partnering with Mutual of Omaha Group Sales offices to provide ongoing support and distribution management. Execute field initiatives to ensure competitive standing across both individual client and market levels.\n\n\n\n WHAT WE CAN OFFER YOU: \n\n • Estimated Salary: $95,000 - $115,000 plus annual bonus opportunity.\n, • 401(k) plan with a 2% company contribution and 6% company match.\n, • Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.\n, • Support the sale of Supplemental Health products by highlighting benefits, services, pricing, competitive advantages, and operations.\n, • Partner with assigned Mutual of Omaha Group Sales Representatives to meet performance standards and achieve voluntary sales goals, including new business, cross-selling opportunities, and renewal activity.\n, • Develop competitor strategies by creating tools and analyses to strengthen sales positioning.\n, • Identify, coordinate, and deliver field training for each product in collaboration with sales offices and internal departments.\n, • Create and execute sales support materials such as competitor comparisons, presentations, and marketing content.\n, • Lead office and broker visits as needed to support product sales.\n, • Assist with the development of finalist presentations to secure new business opportunities. \n, • Partner with internal departments to identify and implement product and process enhancements. \n, • Strong experience and extensive knowledge of Group Supplemental Health Insurance products, design, administration, and marketing. Specifically, Accident, Critical Illness, and Hospital Indemnity.\n, • Demonstrated success and ability to build relationships with sales personnel.\n, • Strong oral and written communication skills, presentation and negotiation skills, and ability to collaborate with teams.\n, • At least 3-5 years of Group Supplemental Health sales support or sales experience.\n, • Ability to travel up to 15% of the work period and a valid driver's license.\n #Circa \n #mutualofomaha \n\n\n\n\n \n \n Need help? Email Us\n Apply Now\n \n \n \n \n Great place to work\n Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. \n See All Awards \n \n \n An inclusive culture\n Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. \n Discover Our Culture \n \n \n Related Job Openings\n \n Financial Representative Trainee (Sales) - Springfield, MO\n \n \n Missouri\n | 503751\n \n \n \n \n Advisor Sales Manager - Houston, TX\n \n \n Texas\n | 503932\n \n \n \n \n Lead Distribution Sales Consultant - Dental/Vision Product - Remote\n \n \n Remote\n | 504139\n \n \n \n

Job DescriptionSalary: $15-$20 Job Overview: We are a small but dynamic tax and financial planning firm focused on providing high-quality tax preparation and planning services to a diverse clientele. We are looking for a detail-oriented Tax Associate Intern to join our team. This role is ideal for someone passionate about helping clients navigate tax complexities and working with a close-knit, supportive team. Responsibilities: • Tax Preparation: Assist in preparing federal, state, and local tax returns for individuals, small businesses, trusts, and other entities, ensuring compliance and accuracy., • Tax Planning: Support in developing and implementing tax-saving strategies and preparing tax projections to meet client financial goals., • Client Interaction: Gather necessary documents and information from clients, answer client questions, and communicate updates throughout the tax preparation and planning process., • Data Entry & Review: Input financial data into tax software with precision, conduct initial reviews, and cross-reference documents to ensure accuracy., • Research & Compliance: Stay current with IRS regulations, tax code changes, and state tax laws, and help ensure firm compliance with all applicable laws., • Document Management: Organize and maintain accurate client files, manage deadlines, and ensure sensitive information is securely handled., • Administrative Tasks: Assist with general administrative duties as needed to support efficient office operations. Qualifications: • Education: Pursuing a bachelors degree in accounting, finance, or a related field preferred; relevant coursework in taxation a plus., • Experience: 1+ years of experience in accounting coursework, • Skills: Microsoft Office (especially Excel). Strong attention to detail and ability to manage multiple clients and tasks under tight deadlines. Excellent communication skills for effective client interactions. Analytical mindset with a willingness to research and problem-solve complex tax issues. Willingness to learn our tax preparation software. What Youll Get: • Amazing Benefits: Birthday day off, bonus incentive opportunity, flexible scheduling, • Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development., • Charitable Giving Participation: Be a part of our commitment to making a difference in the community., • Team-Centric Environment: Join a collaborative team dedicated to our core motto: Do the right thing, for the right reason, at the right time. General Physical Requirements: • Ability to sit for extended periods of time, • Ability to walk short distances within the office, • Ability to lift & carry up to 50lbs, • Ability to reach above and below shoulder level to access items or equipment Who We Are: Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for. Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

Job Description Location: Omaha, NE About the Role At Balance4ward, we are on a mission to level the playing field for mid-market cattlemen. Our Account Managers are central to that mission by building deep relationships with clients, understanding the challenges they face, and delivering solutions that make their businesses stronger. This role is ideal for someone who thrives at the intersection of business and cattle feeding. You are not just selling. You are advising, coaching, and helping clients make decisions that impact their bottom line. You will work side by side with feedyards, farmers, and our internal teams to ensure every client has a world-class experience. If you can run a breakeven, talk cattle with confidence, and build trust with cattle feeders, you will find yourself right at home here. This is more than an account management role. It is an opportunity to shape the future of the cattle industry alongside clients who value straight talk, real solutions, and strong partnerships. Key Responsibilities • Consultative Selling: Act as a trusted advisor by deeply understanding client challenges and providing tailored solutions., • Relationship Management: Build and nurture strong, long-term relationships with key clients, serving as their central point of contact., • Internal Collaboration: Partner with colleagues across sales, procurement, risk management, and feed merchandising to deliver seamless client support., • Customer Advocacy: Champion client needs internally, ensuring their feedback is heard and acted on., • Revenue Growth: Identify and execute opportunities for upselling and cross-selling within existing accounts., • Strategic Account Planning: Develop and implement strategic account plans that align company offerings with client business goals. Qualifications • 5 to 10+ years of professional experience, ideally in agriculture, feedyards, cattle procurement, risk management, or related industries, • Bachelor’s degree in agriculture business or related field preferred, • Ability and desire to spend 75% or more of time in assigned territory working with prospects, • Valid driver’s license and acceptable driving record required Ideal Candidate Profile • Consultative sales background with the ability to listen, problem-solve, and guide clients toward solutions rather than pushing products and services, • Demonstrated success in building and managing client relationships, especially with cattle feeders and farmers, • Comfortable collaborating across teams to deliver a seamless client experience, • Hands-on experience working in or alongside a feedyard operation is highly preferred, • Proven ability to run a breakeven and apply financial and math skills to real-world decisions, • Self-motivated, curious, and capable of thinking critically under pressure Why Balance4ward At Balance4ward, we value people who think critically, act with integrity, and embrace the challenge of moving the cattle industry forward. Here, you will have the chance to make an impact not only on our business, but also on the operations of cattle feeders and farmers across the country. We take pride in our culture, which is built on collaboration, transparency, and a drive to continually improve. Our core values guide everything we do. Go means take initiative and move with purpose. Fail means learn quickly and grow from challenges. Think means approach problems with curiosity and creativity. When you join Balance4ward, you become part of a team that values curiosity, celebrates growth, and works hard while keeping a strong sense of purpose and community.

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