Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site 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 Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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.

Key Qualifications:

You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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:

California $25.50 - $28.50

Colorado $24.50 - $27.00

Hawaii $25.50 - $28.50

Illinois $24.50 - $27.00

Maryland $24.50 - $27.00

Massachusetts $25.50 - $28.50

Minnesota $22.00 - $24.50

New Jersey $25.50 - $28.50

New York $25.50 - $28.50

Ohio $22.00 - $24.50

Vermont $24.50 - $27.00

Washington $25.50 - $28.50

Washington DC $24.50 - $27.00

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 Intuit®: Careers | Benefits). 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.

Read Less

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site 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 Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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.

Key Qualifications:

You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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:

California $25.50 - $28.50

Colorado $24.50 - $27.00

Hawaii $25.50 - $28.50

Illinois $24.50 - $27.00

Maryland $24.50 - $27.00

Massachusetts $25.50 - $28.50

Minnesota $22.00 - $24.50

New Jersey $25.50 - $28.50

New York $25.50 - $28.50

Ohio $22.00 - $24.50

Vermont $24.50 - $27.00

Washington $25.50 - $28.50

Washington DC $24.50 - $27.00

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 Intuit®: Careers | Benefits). 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.

Read Less

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site 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 Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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.

Key Qualifications:

You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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:

California $25.50 - $28.50

Colorado $24.50 - $27.00

Hawaii $25.50 - $28.50

Illinois $24.50 - $27.00

Maryland $24.50 - $27.00

Massachusetts $25.50 - $28.50

Minnesota $22.00 - $24.50

New Jersey $25.50 - $28.50

New York $25.50 - $28.50

Ohio $22.00 - $24.50

Vermont $24.50 - $27.00

Washington $25.50 - $28.50

Washington DC $24.50 - $27.00

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 Intuit®: Careers | Benefits). 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.

Read Less

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site 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 Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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.

Key Qualifications:

You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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:

California $25.50 - $28.50

Colorado $24.50 - $27.00

Hawaii $25.50 - $28.50

Illinois $24.50 - $27.00

Maryland $24.50 - $27.00

Massachusetts $25.50 - $28.50

Minnesota $22.00 - $24.50

New Jersey $25.50 - $28.50

New York $25.50 - $28.50

Ohio $22.00 - $24.50

Vermont $24.50 - $27.00

Washington $25.50 - $28.50

Washington DC $24.50 - $27.00

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 Intuit®: Careers | Benefits). 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.

Read Less

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site 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 Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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.

Key Qualifications:

You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, 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:

California $25.50 - $28.50

Colorado $24.50 - $27.00

Hawaii $25.50 - $28.50

Illinois $24.50 - $27.00

Maryland $24.50 - $27.00

Massachusetts $25.50 - $28.50

Minnesota $22.00 - $24.50

New Jersey $25.50 - $28.50

New York $25.50 - $28.50

Ohio $22.00 - $24.50

Vermont $24.50 - $27.00

Washington $25.50 - $28.50

Washington DC $24.50 - $27.00

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 Intuit®: Careers | Benefits). 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.

Read Less

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site 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 Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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:

Key Qualifications:

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store.

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:

California $32.50 - $36.00

Colorado $31.00 - $34.50

Hawaii $32.50 - $36.00

Illinois $31.00 - $34.50

Maryland $31.00 - $34.50

Massachusetts $32.50 - $36.00

Minnesota $28.00 - $31.00

New Jersey $32.50 - $36.00

New York $32.50 - $36.00

Ohio $28.00 - $ $31.00

Vermont $31.00 - $34.50

Washington $32.50 - $36.00

Washington DC $31.00 - $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 Intuit®: Careers | Benefits). 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.

Read Less

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site 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 Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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:

Key Qualifications:

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store.

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:

California $32.50 - $36.00

Colorado $31.00 - $34.50

Hawaii $32.50 - $36.00

Illinois $31.00 - $34.50

Maryland $31.00 - $34.50

Massachusetts $32.50 - $36.00

Minnesota $28.00 - $31.00

New Jersey $32.50 - $36.00

New York $32.50 - $36.00

Ohio $28.00 - $ $31.00

Vermont $31.00 - $34.50

Washington $32.50 - $36.00

Washington DC $31.00 - $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 Intuit®: Careers | Benefits). 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.

Read Less

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site 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 Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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:

Key Qualifications:

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store.

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:

California $32.50 - $36.00

Colorado $31.00 - $34.50

Hawaii $32.50 - $36.00

Illinois $31.00 - $34.50

Maryland $31.00 - $34.50

Massachusetts $32.50 - $36.00

Minnesota $28.00 - $31.00

New Jersey $32.50 - $36.00

New York $32.50 - $36.00

Ohio $28.00 - $ $31.00

Vermont $31.00 - $34.50

Washington $32.50 - $36.00

Washington DC $31.00 - $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 Intuit®: Careers | Benefits). 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.

Read Less

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site 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 Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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:

Key Qualifications:

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store.

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:

California $32.50 - $36.00

Colorado $31.00 - $34.50

Hawaii $32.50 - $36.00

Illinois $31.00 - $34.50

Maryland $31.00 - $34.50

Massachusetts $32.50 - $36.00

Minnesota $28.00 - $31.00

New Jersey $32.50 - $36.00

New York $32.50 - $36.00

Ohio $28.00 - $ $31.00

Vermont $31.00 - $34.50

Washington $32.50 - $36.00

Washington DC $31.00 - $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 Intuit®: Careers | Benefits). 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.

Read Less

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site 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 Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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:

Key Qualifications:

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store.

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:

California $32.50 - $36.00

Colorado $31.00 - $34.50

Hawaii $32.50 - $36.00

Illinois $31.00 - $34.50

Maryland $31.00 - $34.50

Massachusetts $32.50 - $36.00

Minnesota $28.00 - $31.00

New Jersey $32.50 - $36.00

New York $32.50 - $36.00

Ohio $28.00 - $ $31.00

Vermont $31.00 - $34.50

Washington $32.50 - $36.00

Washington DC $31.00 - $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 Intuit®: Careers | Benefits). 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.

Read Less

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site 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 Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” 

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

You will serve 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.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What You Will Do:

Be a Proactive Community AmbassadorEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.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:

Key Qualifications:

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230.Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.  Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Committed to a culture of continuous improvement through actively soliciting and responding to feedback.Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.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 and 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). Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store.

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:

California $32.50 - $36.00

Colorado $31.00 - $34.50

Hawaii $32.50 - $36.00

Illinois $31.00 - $34.50

Maryland $31.00 - $34.50

Massachusetts $32.50 - $36.00

Minnesota $28.00 - $31.00

New Jersey $32.50 - $36.00

New York $32.50 - $36.00

Ohio $28.00 - $ $31.00

Vermont $31.00 - $34.50

Washington $32.50 - $36.00

Washington DC $31.00 - $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 Intuit®: Careers | Benefits). 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.

Read Less

The Alden Network -

POSITION TITLE: VP of Finance          REPORTING TO: CFO          LOCATION: Chicago, IL

 

COMPANY OVERVIEW:

The Alden Network is one of the largest Chicagoland providers of skilled nursing, assisted living, health care, and senior living services. Alden started in 1971 and offers over 35 locations throughout the Chicago area, Rockford, and southern Wisconsin. Services span the continuum of care – from short-term orthopedic recovery and post-acute services, to assisted living and skilled nursing, to independent retirement communities. We also provide rehabilitation for both seniors and young adults with more intensive health care and therapy requirements, along with specialized care for the memory impaired, comprehensive therapy services, pharmacy, home medical equipment, and more.

 

POSITION OVERVIEW:

This is a newly created position and will report to the CFO. This role was created to ensure comprehensive financial management, including oversight of the revenue cycle department, accounts payable department, payroll reporting and analysis, cash-flow management reporting, tax compliance, 401(k) accounting, and support with financial audits. The Vice President of Finance will provide strategic financial guidance and leadership while supporting budgeting, payroll analysis, and ensuring regulatory compliance across multiple entities within the organization.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Financial Strategy and Leadership:

·        Develop, implement, and monitor financial strategies to support the long-term goals of the organization and its ancillary businesses.

·        Provide financial insights, forecasts, and reports to guide operational and strategic decision-making.

·        Collaborate with the executive leadership team to evaluate financial performance, identify risks, and recommend areas for improvement.

Revenue Cycle Management:

·        Oversee the revenue cycle department to ensure effective and efficient billing, collections, and reimbursement processes.

·        Collaborate with clinical and administrative teams to improve payer reimbursement and manage denials, ensuring revenue optimization.

·        Ensure compliance with healthcare regulations and best practices within the revenue cycle.

 

Accounts Payable and Cash Flow Management Reporting:

·        Manage cash flow forecasting to ensure sufficient liquidity for operational needs and strategic initiatives.

·        Optimize payment processes, maintain cost controls, and strengthen relationships with vendors.

 

Budgeting and Financial Planning:

·        Lead the annual budgeting process for the Long-Term Care Network and its ancillary businesses, ensuring alignment with organizational goals.

·        Provide detailed analysis of budget variances and work with department heads to ensure budget adherence.

·        Conduct regular budget reviews and financial planning sessions, offering actionable insights into improved financial performance.

 

Payroll Reporting and Analysis:

·        Analyze payroll data to provide insights on labor costs, overtime, and other key metrics impacting financial performance.

·        Ensure compliance with wage and hour laws, tax reporting, and other payroll-related regulations.

 

Income Tax Planning and Compliance:

·        Lead the preparation and filing of all income tax returns, ensuring compliance with federal, state, and local regulations.

·        Develop tax strategies to minimize liabilities and maximize tax efficiency for the organization and its ancillary entities.

·        Stay current on tax law changes and advise the executive team on their potential impact.

·        Coordinate tax audits and respond to any inquiries from tax authorities.

 

401(k) Accounting, Audit and Compliance:

·        Oversee all aspects of 401(k) plan accounting and administration, ensuring accurate tracking of contributions, distributions, and investment performance.

·        Ensure the organization’s retirement plans comply with applicable ERISA regulations and IRS guidelines.

·        Lead the preparation for annual 401(k) plan audits, coordinating with external auditors and addressing any audit findings.

·        Work with HR and third-party administrators to manage employee communication and compliance with the 401(k) plan.

 

Strategic Partnerships and External Relations:

·        Build and maintain relationships with external auditors, tax advisors, banks, and financial institutions.

·        Work closely with external consultants and legal counsel on complex financial matters.

 

QUALIFICATIONS:

·        Bachelor’s degree in Finance, Accounting, Business Administration, or related field (MBA/CPA preferred)

·        Minimum of 8 years of experience in financial leadership roles, with significant experience in healthcare or long-term care industries

·        Expertise in financial management, budgeting, tax compliance, revenue cycle management, and 401(k) plan administration

·        Strong understanding of payroll processes, tax regulations, and audit preparation

·        Proven experience in supporting multiple business units or ancillary companies in financial planning and analysis

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DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together. Summary DLA Piper is seeking a Senior Attorney to join our corporate practice. This position can be based out of any US office. The ideal candidate will have a minimum of 8 years of experience advising domestic and international companies seeking to expand or relocate in the US; advising companies across a wide range of industries with the development of new corporate headquarters, manufacturing and distribution facilities, data centers, and large office projects; and identifying and negotiating discretionary economic development incentives. This is a high volume, fast-paced practice with a highly integrated team serving global clients. We seek candidates who are process driven, have immediately transferable skills, strong academic backgrounds, and who can mentor more junior associates on the team. Additionally, candidates should have strong analytical, writing, and verbal communication skills; attention to detail: good business judgment: excellent organizational skills; and the ability to work collaboratively and independently across the firm. Responsibilities * These expectations include, but are not limited to, the lawyer's ability to: * Effectively communicate, verbally and in writing, with partners, lawyers, clients, staff, and third parties; * Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner, meeting all deadlines and expectations; * Analyze complex legal issues in a logical manner, applying legal principles and research to specific facts; * Provide timely, accurate, and well-reasoned work product; * Be available whenever needed to ensure timely delivery of services, including during business hours, evenings, and weekends; * Apply sustained and intense concentration for extended periods of time; * Work under pressure to meet deadlines and perform to the satisfaction of clients and colleagues; * Engage in both physical and sedentary activity, such as working at a computer for extended periods of time, including on-screen reading and typing; participating in telephonic conferences; and participating in meetings at client offices and at the Firm; * Travel, as required by the Firm or client, such as to client meetings, to engage in advocacy before a tribunal or government agency, or to participate in business development activities; * Foster relationships and anticipate clients' needs to achieve continued engagement; * Mentor and supervise junior lawyers and staff; and * Observe all Firm policies and practices, as may be in effect from time to time. Desired Skills In addition to the general job specifications outlined above, lawyers are expected to demonstrate a level of proficiency commensurate with their position and experience in the core competencies summarized below. * Professional Excellence: Oral communications, writing, analysis and strategic thinking, legal knowledge and expertise. * Client Impact: Solution orientation, project management, service quality and orientation. initiative and ownership. * Effectiveness: self-awareness, relationship building, people management, team building and inclusion. * Leadership: Entrepreneurship, business development, career commitment, professionalism and integrity. Minimum Education * JD Minimum Years of Experience * 8 Essential Job Expectations While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: * Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; * Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; * Provide timely, accurate, and quality work product; * Successfully meet deadlines, expectations, and perform work duties as required; * Foster positive work relationships; * Comply with all firm policies and practices; * Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; * Ability to work under pressure and manage competing demands in a fast-paced environment; * Perform all other duties, tasks or projects as assigned. Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people. Physical Demands Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Work Environment-The firm's work location requirements may be modified at the firm's discretion * Hybrid - Regular in-office presence with some flexibility for work-from-home Disclaimer The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm's discretion at any time. This job description does not change the at-will nature of employment. Application Process: Applicants must apply directly online instead of sending application materials via email. Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact Corporate Talent@us.dlapiper.com. Search Firms Per the terms of our agreement, all candidates must be submitted through the firm's agency portal for consideration.  If you have an agreement with the firm, please log in to the agency portal. If you do not have an agreement with us and would like us to consider candidates, please send a blind candidate profile to CorporateTalent@us.dlapiper.com. Pay Transparency The firm's expected hiring range for this position is $200,000 to $300,000 per year depending on the candidate's geographic market location. The compensation offered for employment will also be dependent on other factors including the candidate's experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits including medical/dental/vision insurance, and 401(k). #LI-CS1 #LI-Hybrid DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job applicant poster viewing center. Read Less

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Overview How You'll Make an Impact As Senior Principal of MarTech on the Client Engagement team at Epsilon, you'll be the primary point of contact for bringing together business requirements and Epsilon's data & tech solutions for an enterprise dining account. We are looking for a leader that can advocate for utility of Clean Room & CDP and has an affinity for communicating solutions to internal and external clients. As a member of the Client Engagement team, you will be expected to drive data & tech outcomes and represent how solution investment brings value to both agency partners & clients. An essential part of the role is to be seen as a collaborator across stakeholders and a facilitator of requirements to advance the solutions. You will be responsible for engaging directly with the Epsilon product delivery teams, have the experience to represent technical conversations at a depth that empowers you to initiate workstreams towards a top-tier quality of delivery for the Epsilon People Cloud products and associated services. What You'll Achieve * Effectively represent the Epsilon People Cloud products and solutions in the current state, own and develop a vision for future growth through proposing new use cases, requirements definition and timing via roadmaps. * Foster and build cross-functional consensus with agency partners and delivery leaders to facilitate the use of identity & 1P/3P data in AdTech and MarTech environments. * Apply strategic thinking to create and manage a tech & data activation plan to achieve account goals tied to client outcomes. * Actively work to streamline engagement delivery, focusing on improving the value of identity-based audiences and their effectiveness when deployed to channel partners. * Be the guardian of data constraints, privacy regulations and legal compliance utilization of 1P & 3P datasets. * Work in a large, multicultural, and "matrixed" organization that is geographically dispersed. * Actively support collaboration internally with campaign operations, product delivery, audience strategy, and analytics to ensure accurate representation of tech and data capabilities. * Lean in as a MarTech leader to orchestrate across multiple solutions and products translating and adjusting the level of effort, expectations and capabilities across the MarTech ecosystem. * Ensure quality delivery of identity-based products by working directly with delivery teams. Who You Are * What you'll bring with you: * Experience working with identity data from clean rooms and with identity resolution tech or tactics such as a CDP with activation experience for anonymous, pseudonymous and PII based use cases. * Mid-level depth of understanding of data collection practices across a customer lifecycle and journey. Experience staging data for a common CDP data architecture to enable enterprise customer insights, audience targeting, audience activation & campaign measurement. * Strong skills at communicating using PowerPoint and other visual tools, to demonstrate complex topics in simple terms. * Ability to effectively articulate direction towards a future state and clearly represent the path to achieve those tech and data goals with respect to constraints and dependencies. * Willingness to be pro-active and support a cross-agency community as the MarTech SME. * Why you might stand out from other talent: * Experience representing a clean room and/or CDP capabilities to internal stakeholders and clients that map to a long-term strategic plan. * Expertise and knowledge in the full ecosystem of MarTech and Data solutions. * Understanding QSR or franchise-based point of sale and offline data to enrich digital profiles. * Providing outputs related to tech and data health executive summaries, quarterly progress reports, and combining tactical work with forward-thinking growth plans. Click here to view how Epsilon transforms marketing with 1 View, 1 Vision, 1 Voice. Base Salary: $128,000 - $192,000 Actual compensation within the range will be dependent upon, but not limited to the individual's skills, experience, qualifications, location and application employment laws. The salary pay range is subject to change and may be modified at any time. Additional Information When You Join Us, We'll Create Something EPIC Together Epsilon is a global data, technology and services company that powers the marketing and advertising ecosystem. For decades, we've provided marketers from the world's leading brands the data, technology and services they need to engage consumers with 1 View, 1 Vision and 1 Voice. 1 View of their universe of potential buyers. 1 Vision for engaging each individual. And 1 Voice to harmonize engagement across paid, owned and earned channels. Epsilon's comprehensive portfolio of capabilities across our suite of digital media, messaging and loyalty solutions bridge the divide between marketing and advertising technology. We process 400+ billion consumer actions each day using advanced AI and hold many patents of proprietary technology, including real-time modeling languages and consumer privacy advancements. Thanks to the work of every employee, Epsilon has been consistently recognized as industry-leading by Forrester, Adweek and the MRC. Epsilon is a global company with more than 9,000 employees around the world. Our pillars aren't just words. They're how we show up every day. * People centricity: We focus on employee well-being in an environment where colleagues truly care about each other. * Collaboration: We work together, support one another, and collectively achieve goals. * Growth: There are endless opportunities for growth through learning, development and career advancement. * Innovation: We drive progress through cutting-edge solutions and forward-thinking approaches. * Flexibility: We've created a balance between work and personal life, and we encourage adaptability to solve problems creatively. Our values guide us to create value for our clients, our people and consumers. * Act with integrity * Work together to win together * Innovate with purpose * Respect all voices * Empower with accountability These pillars and values are our foundation-shaping our culture, guiding our decisions, and uniting us in common purpose. Because You Matter As an Epsilon employee, you deserve perks and benefits that put you, your family and your finances first. Our benefits encompass a wide range of offerings, including but not limited to the following: * Time to Recharge: Flexible time off (FTO), 15 paid holidays * Time to Recover: Paid sick time * Family Well-Being: Parental/new child leave, childcare & elder care assistance, adoption assistance * Extra Perks: Comprehensive health coverage, 401(k), tuition assistance, commuter benefits, professional development, employee recognition, charitable donation matching, health coaching and counseling Epsilon benefits are subject to eligibility requirements and other terms. Epsilon is an Equal Opportunity Employer. Epsilon's policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. Epsilon also prohibits harassment of applicants and employees based on any of these protected categories. Epsilon will provide accommodations to applicants needing accommodations to complete the application process. Please reach out to LeaveofAbsence@epsilon.com to request an accommodation. For San Francisco Bay and Los Angeles Areas: Epsilon will consider for employment qualified applicants with criminal histories in a manner consistent with the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance and San Francisco Police Code Sections 4901-4919, commonly referred to as the San Francisco Fair Chance Ordinance. Applicants with criminal histories are welcome to apply. #LI-KN1 Read Less

Vice President, Accounting Advisory

About Palm Tree
Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives.
Palm Tree’s Transitions & Transformations group provides strategic FP&A, financial modeling, performance improvement, accounting advisory, and other Office of the CFO initiatives to portfolio companies of private equity sponsors and other middle-market businesses. As part of our continued growth, Palm Tree is expanding its Accounting Advisory practice to support clients navigating complex technical accounting challenges, financial reporting requirements, and finance function transformations.The Vice President Position
The Vice President is an engagement management leader within Palm Tree’s Accounting Advisory practice. Vice Presidents oversee day-to-day client engagements, lead technical accounting workstreams, and manage teams responsible for delivering high-quality accounting and reporting advisory services.
This role requires deep technical accounting knowledge combined with strong client service capabilities. Vice Presidents work directly with CFOs, controllers, private equity sponsors, and external auditors to help clients address complex accounting matters while improving the efficiency and effectiveness of their finance organizations.
The ideal candidate will thrive in a fast-paced, entrepreneurial environment and be motivated to help grow Palm Tree’s Accounting Advisory platform.Who We Are SeekingAn accounting advisory professional from a Big 4 or other large consulting firm seeking to help grow a practice in an entrepreneurial environmentAn industry accounting professional with deep knowledge of US GAAP who is interested in transitioning into client services and advisory workA motivated accounting professional who enjoys solving complex technical accounting issues while improving finance and reporting infrastructureCandidates with experience in the following areas are particularly well suited for this role:Purchase accounting and transaction accountingComplex debt and equity instrumentsDerivatives and financial instrumentsStock-based compensationRevenue recognitionLease accountingCore Responsibilities
Engagement ManagementLead the execution of Accounting Advisory engagements across multiple clientsProvide direction, management, and task delegation to Associates and other junior team membersServe as a primary point of contact with client leadership teams throughout engagementsEnsure engagement timelines, deliverables, and client expectations are managed effectivelyTechnical Accounting & Financial ReportingLead preparation and review of technical accounting deliverables including accounting memoranda, accounting policies, financial statement disclosures, and supporting schedulesSupport purchase price accounting analyses and related journal entriesAssist clients in navigating complex US GAAP accounting issues and financial reporting requirementsCoordinate with external auditors and assist clients in managing year-end audit processesAccounting Process ImprovementAssess accounting and finance processes to identify opportunities for improvement in areas such as month-end close, financial reporting, automation, and internal controlsDiagnose root causes of reporting inefficiencies and propose practical solutionsSupport implementation of improved reporting processes and finance infrastructureFinancial Analysis & Operational InsightReview and finalize analyses of financial and operational data including KPIs, cash flow, net working capital, and debt itemsManage investigation and Q&A processes related to key financial statement fluctuationsTranslate financial reporting insights into operational recommendationsClient EngagementLead meetings and conference calls related to financial reporting, operational discovery, and change management initiativesGuide clients in integrating Palm Tree’s reports, processes, and financial frameworks into ongoing business operationsCommunicate engagement progress and key findings to senior leadership and internal stakeholdersTeam Development & Business DevelopmentTrain, mentor, and develop junior team membersManage multiple team members across concurrent engagementsSupport proposal development and new client opportunitiesParticipate in business development activities and help expand Palm Tree’s client relationshipsQualificationsUndergraduate degree in Accounting, Finance, or a related field requiredActive CPA license strongly preferred6–8+ years of relevant professional experience in technical accounting and financial reportingPrior experience in public accounting (Big 4 or national firm audit practice) strongly preferredExperience in accounting advisory, transaction accounting, or corporate accounting/finance roles preferredDemonstrated experience managing teams and leading multiple client engagementsExperience coordinating year-end audits with external accounting firmsThe ideal candidate will have strong technical accounting expertise across internal and external financial reporting, as well as the ability to lead engagements and help clients implement reporting efficiencies.
Candidates should also demonstrate:Strong leadership and project management skillsAdvanced proficiency in Microsoft Excel and PowerPointExcellent written and verbal communication skillsCandidates who strongly align with Palm Tree’s entrepreneurial culture and have an interest in private equity, M&A, and transaction-driven environments will excel in this role.Compensation and BenefitsBase salary range of $175,000–$200,000, plus performance-based incentive bonus.Comprehensive medical, dental, and vision premium coverage.Competitive 401(k) program.Unlimited paid time off (PTO).Robust maternity and paternity leave program.Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.

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What to Expect When Applying

Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements.

Application Confirmation
After submitting your application, you will receive an email confirming that we’ve received your materials.

Initial Review
Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience.

Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date.

Screening
If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary.

Interviews
Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements.

While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding.

Important Notice
Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal.

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At Braze, we have found our people. We're a genuinely approachable, exceptionally kind, and intensely passionate crew. We seek to ignite that passion by setting high standards, championing teamwork, and creating work-life harmony as we collectively navigate rapid growth on a global scale while striving for greater equity and opportunity - inside and outside our organization. To flourish here, you must be prepared to set a high bar for yourself and those around you. There is always a way to contribute: Acting with autonomy, having accountability and being open to new perspectives are essential to our continued success. Our deep curiosity to learn and our eagerness to share diverse passions with others gives us balance and injects a one-of-a-kind vibrancy into our culture. If you are driven to solve exhilarating challenges and have a bias toward action in the face of change, you will be empowered to make a real impact here, with a sharp and passionate team at your back. If Braze sounds like a place where you can thrive, we can't wait to meet you. WHAT WE'RE LOOKING FOR We are seeking a hands-on, detail-oriented Manager, Accounting to serve as the operational accounting lead in a growing team. Reporting to the Senior Manager, Corporate Accounting, this individual will oversee a team of financial accountants and own a broad range of month-end and quarter-end close activities. The ideal candidate is highly accurate, organized, and proactive, with a strong sense of ownership and initiative. The person will also bring a continuous improvement mindset, identifying opportunities to enhance systems, streamline processes, and drive efficiencies. In this role, you will be a key contributor with regular exposure to senior leadership. WHAT YOU'LL DO * Lead month-end and quarter-end close processes, including preparation and review of GAAP-compliant journal entries, account reconciliations, financial reports, and flux analyses * Oversee day-to-day accounting operations across multiple legal entities, including cash, accruals, payroll and benefits accounting, operating expenses, cost of revenue, software expenses and headcount and costing allocations * Coordinate and support statutory compliance and audits for international entities * Assist in the development and implementation of accounting policies and procedures in accordance with US GAAP * Identify and implement process improvements, including automation initiatives and SOX compliance enhancements, document and monitor internal controls * Continuously evaluate and improve the efficiency and effectiveness of the month-end close process * Serve as a primary liaison with external auditors, including preparation and review of PBC deliverables * Collaborate cross-functionally with business partners and other departments to gather financial data and enhance reporting processes * Partner with Financial Planning & Analysis team members to help determine causes around budget variances * Be a central point of contact for queries directed to the corporate accounting for internal stakeholders and assist and lead ad-hoc projects * Manage key accounting systems and lead or support system optimization initiatives * Lead, coach, and develop a team of accounting professionals, including performance management and career development WHO YOU ARE * Bachelor's Degree in Accounting or Finance * 5+ years of progressive accounting experience, with at least 1 years of experience in a supervisory or managerial role * Prior experience in a Big 4 or large regional accounting firm preferred * CPA and/or MBA strongly preferred * Strong knowledge of US GAAP and SOX compliance requirements * Experience in a high-growth, publicly traded company environment preferred * Advanced organizational, analytical, and communication skills * Proficiency in Microsoft Excel and Google Workspace (gSuite) * Experience with NetSuite, Coupa, and Numeric preferred * Demonstrated ability to optimize accounting and finance processes * Strong interpersonal, problem-solving, and decision-making skills * Experience working with international teams and intercompany accounting/consolidation * Experience working with the tokenisation of software expense experience * Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $90,000 and $134,000/year, with an expected On Target Earnings (OTE) between $100,000 and $150,000/year (including bonus or commission). Your exact offer may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. In addition to cash compensation, this role qualifies for a comprehensive Total Rewards package that includes equity grants of restricted stock (RSUs) so that you will own a piece of our company. WHAT WE OFFER Braze benefits vary by location, and we encourage you to review our specific benefits offerings for each country here. More details on benefits plans will be provided if you receive an offer of employment. From offering comprehensive benefits to fostering hybrid ways of working, we've got you covered so you can prioritize work-life harmony. Braze offers benefits such as: * Competitive compensation that may include equity * Retirement and Employee Stock Purchase Plans * Flexible paid time off * Comprehensive benefit plans covering medical, dental, vision, life, and disability * Family services that include fertility benefits and equal paid parental leave * Professional development supported by formal career pathing, learning platforms, and a yearly learning stipend * A curated in-office employee experience, designed to foster community, team connections, and innovation * Opportunities to give back to your community, including an annual company-wide Volunteer Week and donation matching * Employee Resource Groups that provide supportive communities within Braze * Collaborative, transparent, and fun culture recognized as a Great Place to Work ABOUT BRAZE Braze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging. Braze helps brands deliver great customer experiences that drive value both for consumers and for their businesses. Built on a foundation of composable intelligence, BrazeAI allows marketers to combine and activate AI agents, models, and features at every touchpoint throughout the Braze Customer Engagement Platform for smarter, faster, and more meaningful customer engagement. From cross-channel messaging and journey orchestration to Al-powered decisioning and optimization, Braze enables companies to turn action into interaction through autonomous, 1:1 personalized experiences. The company has repeatedly been recognized as a Leader in marketing technology by industry analysts, and was voted a G2 "Best of Marketing and Digital Advertising Software Product" in 2025. Braze was also named a 2025 Best Companies To Work For by U.S. News & World Report, a 2025 America's Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology by Great Place To Work, among other accolades. Braze is also proudly certified as a Great Place to Work in the U.S., the UK, Australia, and Singapore. The company is headquartered in New York with offices in Austin, Berlin, Bucharest, Chicago, Dubai, Jakarta, London, Paris, San Francisco, São Paulo, Singapore, Seoul, Sydney and Tokyo. BRAZE IS AN EQUAL OPPORTUNITY EMPLOYER At Braze, we strive to create equitable growth and opportunities inside and outside the organization. Building meaningful connections is at the heart of everything we do, and that includes our recruiting practices. We're committed to offering all candidates a fair, accessible, and inclusive experience - regardless of age, color, disability, gender identity, marital status, maternity, national origin, pregnancy, race, religion, sex, sexual orientation, or status as a protected veteran. When applying and interviewing with Braze, we want you to feel comfortable showcasing what makes you you. We know that sometimes different circumstances can lead talented people to hesitate to apply for a role unless they meet 100% of the criteria. If this sounds familiar, we encourage you to apply, as we'd love to meet you. Please see our Candidate Privacy Policy for more information on how Braze processes your personal information during the recruitment process and, if applicable based on your location, how you can exercise any privacy rights. Create a Job Alert Interested in building your career at Braze? Get future opportunities sent straight to your email. Create alert Read Less

About Accenture: Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation led company with 738,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities. Visit us at www.accenture.com. We are: Supply Chain, and we move fast, think fast, and work fast. Our Fortune 500 clients need big-picture change, so we come at their challenges from all sides with functional insights, data power, digital leadership, and extensive industry know-how. It's our job to show clients how to take major leaps forward in planning, procurement, manufacturing, and fulfillment while becoming more sustainable and resilient. How do we do it? We call out the most important metrics. We cut costs, optimize capital, improve response times and consider ESG values. We connect suppliers and customers across the extended supply chain. And we create strategies and operating models that really work. You are: A trusted advisor to program managers with regards to the collection of, management of and reporting of tasks associated to project management of complex transformations. You look at client issues from a holistic standpoint, understand their impact on the wider project plan and then let the project team understand both risks and rewards associated to plan changes. This helps you manage risk and keep projects moving full steam ahead. The team turns to you, because they value your knowledge of project management, the industry and know you'll stay ahead of client requirements. Job Description: A professional at this position level within Accenture has the following responsibilities: + Lead the activities associated to creating the project plan, running the PMO and gathering client requirements + Assess the impact of those requirements on the wider transformation + Improve ongoing techniques associated to delivering transformations + Support and share knowledge with project teams + Manage the requirement to development activity + Stay on top of changes in the Contract Management industry and bring thought leadership to continuous improvement opportunities Priority Skill Icertis Contract Lifecycle Management (CLM) Basic Qualifications: + Minimum of 5 years experience with Icertis or equivalent CLM implementations, business analytics and change management. + Minimum of 5 year of experience working within or supporting clients within the Financial Services, Retail, High Tech, Health, Industrial, Communications or Telecoms sectors + Bachelors Degree or equivalent work experience Preferred Qualifications: + Icertis certification + You have at least 5 years of experience in consulting services + Minimum of 3 years of project management experience + Minimum of 3 years of experience leading the activities associated with creating the project plan, running the PMO and gathering client requirements and translating them to technical specs + Minimum of 3 years managing the requirement to data migration setup and delivery + You know all about contract management + You've worked with core project platforms e.g. Projects, Jira + You've worked with technology vendors in the contract management area e.g. Icertis, Ariba, Coupa or Conga + You've got an MBA, or another type of advanced degree e.g, JD Our Commitment to You: Your entrepreneurial spirit and vision will be rewarded, and your success will fuel opportunities for career advancement. You'll make a difference for some pretty impressive clients. Accenture serves many of the Fortune Global 100 on high-profile projects. Opportunities to learn daily through training, assignments, and collaborating with experts across the company. Access to leading-edge technology. Along with a competitive salary, Accenture offers a comprehensive package including generous paid time off, an employee healthcare plan, and a competitive 401K program. Learn more about our extensive rewards and benefits: Your Future Rewards & Benefits (https://www.accenture.com/us-en/careers/your-future-rewards-benefits?src=PSEARCH) . Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We anticipate this job posting will be posted until 05/04/2026.Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture (https://www.accenture.com/us-en/careers/local/benefits) Role Location Annual Salary RangeCalifornia $132,500 to $338,300Cleveland $122,700 to $270,600Colorado $132,500 to $292,200District of Columbia $141,100 to $311,200Illinois $122,700 to $292,200Maryland $132,500 to $292,200Massachusetts $132,500 to $311,200Minnesota $132,500 to $292,200New York $122,700 to $338,300New Jersey $141,100 to $338,300Washington $141,100 to $311,200 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://www.accenture.com/content/dam/accenture/final/accenture-com/document-4/Accenture-Equal-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process. Read Less