Overview

Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Must possess or be able to obtain any related State licenses, certificates, permits, or bondsMinimum 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 230Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filingMust be willing to wear a TurboTax uniformMust be willing to work in a front facing retail environment

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). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Excited to be showcased as a TurboTax Expert in local and national marketing efforts.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

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 a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Must possess or be able to obtain any related State licenses, certificates, permits, or bondsMinimum 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 230Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filingMust be willing to wear a TurboTax uniformMust be willing to work in a front facing retail environment

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). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Excited to be showcased as a TurboTax Expert in local and national marketing efforts.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

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 a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Must possess or be able to obtain any related State licenses, certificates, permits, or bondsMinimum 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 230Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filingMust be willing to wear a TurboTax uniformMust be willing to work in a front facing retail environment

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). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Excited to be showcased as a TurboTax Expert in local and national marketing efforts.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

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 a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Must possess or be able to obtain any related State licenses, certificates, permits, or bondsMinimum 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 230Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filingMust be willing to wear a TurboTax uniformMust be willing to work in a front facing retail environment

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). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Excited to be showcased as a TurboTax Expert in local and national marketing efforts.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

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 a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Must possess or be able to obtain any related State licenses, certificates, permits, or bondsMinimum 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 230Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filingMust be willing to wear a TurboTax uniformMust be willing to work in a front facing retail environment

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). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Excited to be showcased as a TurboTax Expert in local and national marketing efforts.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

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 a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Must possess or be able to obtain any related State licenses, certificates, permits, or bondsMinimum 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 230Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filingMust be willing to wear a TurboTax uniformMust be willing to work in a front facing retail environment

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). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Excited to be showcased as a TurboTax Expert in local and national marketing efforts.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

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 a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Must possess or be able to obtain any related State licenses, certificates, permits, or bondsMinimum 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 230Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filingMust be willing to wear a TurboTax uniformMust be willing to work in a front facing retail environment

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). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Excited to be showcased as a TurboTax Expert in local and national marketing efforts.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

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 a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Must possess or be able to obtain any related State licenses, certificates, permits, or bondsMinimum 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 230Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filingMust be willing to wear a TurboTax uniformMust be willing to work in a front facing retail environment

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). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Excited to be showcased as a TurboTax Expert in local and national marketing efforts.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

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 a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Must possess or be able to obtain any related State licenses, certificates, permits, or bondsMinimum 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 230Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filingMust be willing to wear a TurboTax uniformMust be willing to work in a front facing retail environment

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). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Excited to be showcased as a TurboTax Expert in local and national marketing efforts.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

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 a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Must possess or be able to obtain any related State licenses, certificates, permits, or bondsMinimum 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 230Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policiesBilingual (English/Spanish) communication skills are a plusExperience in holistic tax advisory services beyond tax filingMust be willing to wear a TurboTax uniformMust be willing to work in a front facing retail environment

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). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.Exceptional customer service skills, high empathy, and a friendly, professional demeanor.Excited to be showcased as a TurboTax Expert in local and national marketing efforts.Strong verbal and written communication skills.Ability to work in a fast-paced environment independently while managing multiple priorities.Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

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.

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Job DescriptionJob Description

Work with Data Ticket, Inc. Customer Service!

Role: Customer Call Center Representative - Call Center Agent

Start date: Immediate/Actively Hiring

Citation Processing Center is a team of individuals committed to enhancing the revenue of the customers it serves. We are committed to the long-term profitability of every project we undertake. Our decisions are guided by economics without compromising our integrity. With proper planning and research, we seek to minimize risks by maintaining a selective, conservative and knowledgeable approach to growth and development. We encourage the flow of communication and exchange of ideas on all levels. We recognize the importance of each individual and his or her role in the success of the entire company. Through our commitment to success, we expect our business, our people and the communities in which we serve, to prosper.

What will you do as a Call Center Representative?
As a Data Ticket Call Center Representative, you have a very clear purpose: to prevent escalations, solve queries, and delight our citizens. You’ll be the first point of contact for our citizens-based thought the United States by answering their requests through live phone calls – this includes and is not limited to: processing citations, permit management, citation inquiry, setting- up payment plans and website guidance. Our Customer Service Representatives use a variety of tools to navigate, research, and review solutions, and communicate effectively with citizens.

What are your hours?
This role requires working variable hours to match when our customers need us most. A Full-Time role equates to working 40 hours per week. In order to match our customer demand, we schedule based on a variety of different shift patterns within the operating hours of 8 am and 5 pm Monday to Friday. You will learn more about your exact schedule closer to your start date.

BASIC QUALIFICATIONS

What qualifications do we need from you?

Minimum age: 18 years oldHave the right to work in The United StatesHigh School diploma or equivalentAbility to handle heavy call volumeMinimum 2-3 years current Call Center or telephone-base Customer Service experienceStrong communication skills in English and Spanish (both written and oral fluency)Knowledge of Microsoft Office Applications and ExcelMust talk and type simultaneously, 50+ WPMPunctuality and outstanding attendance are a mustAble to handle office admin type taskBalance team and individual responsibilitiesThe availability to work from Monday to Friday.

What strengths will you bring?

Hard-working, articulate, and detail-orientedFriendly and customer-focused in every situationAbility to learn quickly and embrace changeComfortable multi-tasking in a high-energy environment.

What benefits will you receive?
One of the great things about joining Data Ticket’s Customer Service team is that we provide you with expert training and a competitive benefit package when you join.

If this role sounds like it’s for you, then click 'Apply'!

If you're selected to move forward, the next step is to have an interview with a Team Manager from the Customer Service Team. During this conversation, you will be tested on your English language skills, in both speaking and writing. It is also the perfect opportunity to ask any potential questions you have about the team and the role. If successful, we will contact you about next steps!

Data Ticket, Inc is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills. We value your passion to discover, invent, simplify and build. Protecting your privacy and the security of your data is a longstanding top priority for Data Ticket, Inc.

Company DescriptionData Ticket is a California certified small business that focuses all its energy in providing the software and services clients require to manage effective and efficient data processing. Founded in 1989, initially focused on delinquent parking citation collections; however, in the years since Data Ticket has grown our Solution in the following areas:

- Full-service parking citation processing and collections
- Full-service administrative citation processing and collections
- Electronic parking citation issuance
- Electronic administrative citation issuance
- Electronic moving violation software
- Permit issuance and management
- Tow managementCompany DescriptionData Ticket is a California certified small business that focuses all its energy in providing the software and services clients require to manage effective and efficient data processing. Founded in 1989, initially focused on delinquent parking citation collections; however, in the years since Data Ticket has grown our Solution in the following areas:\r\n\r\n- Full-service parking citation processing and collections\r\n- Full-service administrative citation processing and collections\r\n- Electronic parking citation issuance\r\n- Electronic administrative citation issuance\r\n- Electronic moving violation software\r\n- Permit issuance and management\r\n- Tow management Read Less

Job DescriptionJob Description

Irvine based Plaintiff Personal Injury litigation law firm is seeking to hire a full-time Pre-litigation assistant/paralegal. Duties and skills required include:

Maintaining a pre-litigation case load of personal injury cases ranging from automobile collisions to wrongful death cases. Must have excellent knowledge in obtain medical records and billing.Must have strong oral and written communication skills.Must be able to prepare written correspondence on behalf of the attorneys including demand letters.Must be able to multi-task, manage time sensitive documents and excellent organizational skills.Must be able to function in a busy team environment.Maintaining client database and client files.Calculating and calendaring case related deadlines.Resolution of property damage claims.Resolution of medical payments for clients.Communicating effectively with clients, opposing counsel, opposing party, and/or third parties.Proficient in Microsoft Office/Outlook. Knowledge of Trial works a plusLitigation assistant skills including drafting Complaints, Discovery and various pleadings a plus.

·         Bilingual in English/Spanish preferred. 

·         Minimum 3 Years Plaintiff Personal Injury experience required.

Benefits:

 Paid Time Off, Holidays and Insurance including Medical, Dental and Vision.

 

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Job DescriptionJob Description

At Bookkeeping Enterprises, we provide outsourced bookkeeping and accounting services to a diverse range of clients across multiple industries nationwide. Our mission is to deliver accurate, timely, and reliable financial reporting so our clients can focus on running their businesses. We are seeking a highly organized Accounts Payable Clerk who thrives in a multi-client environment and enjoys the variety that comes with supporting different businesses. 

Responsibilities:

Accurately review, code, and process invoices for multiple clients across various industries

Match purchase orders, packing slips, and invoices to ensure accuracy before payment

Enter bills, payments, and vendor credits into QuickBooks (both Desktop and Online, depending on the client)

Manage vendor communications, research discrepancies, and resolve billing/payment issues promptly

Prepare and process weekly check runs, ACH transfers, and wire payments for multiple clients

Reconcile vendor statements and maintain up-to-date accounts payable aging reports

Ensure timely and accurate posting of expenses to the correct client accounts and projects

Assist in preparing accruals and adjustments during month-end close for each client

Maintain organized digital files of vendor documents, W-9s, and other compliance forms

Support year-end processes including 1099 preparation and audit requests

Collaborate with other team members and client contacts to ensure smooth AP operations

Qualifications:

Minimum of 3 years of hands-on Accounts Payable experience

Strong proficiency with QuickBooks (both Desktop and Online versions) a must

Experience working with multiple clients or in a public accounting/outsourced bookkeeping environment preferred

Ability to manage competing deadlines and prioritize tasks across multiple client accounts

Strong working knowledge of Microsoft Excel (VLOOKUP, pivot tables) and Microsoft Office

Familiarity with document management systems and cloud-based accounting tools

Excellent communication skills to professionally interact with clients and vendors

High attention to detail and accuracy when handling multiple sets of books

Ability to work independently while also collaborating as part of a remote accounting team

Knowledge of GAAP and internal controls related to accounts payable (preferred)

Experience preparing 1099s and supporting external audits (preferred)

What We Offer:

Competitive compensation

The opportunity to work with a wide variety of industries and client businesses

Flexible work environment with growth opportunities

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Job DescriptionJob DescriptionBanking & Finance Associate Attorney

Direct Counsel is seeking a Banking & Finance Associate Attorney to join a prestigious Am Law firm in one of the following offices: Austin, Boston, Charlotte, Chicago, Houston, Irvine (Orange County), Los Angeles, Miami, New York City, Portland, Sacramento, San Francisco, Santa Monica, Seattle, Silicon Valley (Menlo Park), or Washington, D.C. Preference will be given to candidates based in Los Angeles, New York City, or San Francisco.

This is an outstanding opportunity for an attorney with 3-6 years of banking and finance experience to join an internationally recognized Finance practice. The team represents lenders and borrowers in sophisticated domestic and cross-border financing transactions across a broad range of industries.

Responsibilities

Represent lenders and borrowers in a wide variety of financing transactions.

Advise clients on private credit transactions, syndicated credit facilities, structured credit transactions, receivables financings, distressed financings, and growth capital financings.

Draft, review, and negotiate credit agreements, loan documents, security agreements, intercreditor agreements, and other financing documents.

Conduct legal due diligence and assist with transaction structuring and execution.

Coordinate with multidisciplinary legal teams on complex domestic and international financing matters.

Manage multiple transactions simultaneously while providing practical, business-oriented legal advice.

Build and maintain strong client relationships while delivering exceptional client service.

Qualifications

J.D. from an ABA-accredited law school.

Active membership in a U.S. state bar and eligibility to practice in the applicable office jurisdiction.

3-6 years of banking and finance experience at a major law firm.

Experience representing lenders, borrowers, or financial institutions in sophisticated financing transactions.

Strong drafting, negotiation, analytical, and communication skills.

Excellent organizational and project management abilities.

Outstanding client service and interpersonal skills.

Strong academic credentials and the ability to thrive in a collaborative, fast-paced environment.

Compensation & Benefits

Salary: $260,000-$390,000, commensurate with experience and qualifications.

Comprehensive benefits package, including:

Medical, dental, vision, and life insurance

Mental health and wellness programs

Child, family, elder, and pet care benefits

Short- and long-term disability coverage

Industry-leading parental leave

Health Savings Account (HSA) and Flexible Spending Account (FSA) options

401(k) retirement plan

Flexible Time Off (FTO) and paid holidays

Annual discretionary performance bonus eligibility

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Job DescriptionJob DescriptionMergers & Acquisitions & Private Equity Managing/Senior Associate Attorney

Direct Counsel is seeking a Mergers & Acquisitions & Private Equity Managing/Senior Associate Attorney to join a prestigious Am Law firm in Irvine (Orange County), Miami, New York City, or San Francisco.

This is an exceptional opportunity for an attorney with 4-7 years of mergers and acquisitions experience to join a nationally recognized Corporate practice. The team advises public and private companies, private equity sponsors, founders, and investors on sophisticated domestic and cross-border mergers, acquisitions, private equity investments, and other strategic corporate transactions.

Responsibilities

Represent public and private companies, private equity sponsors, and investors in mergers, acquisitions, divestitures, and other strategic transactions.

Draft, review, and negotiate purchase agreements, merger agreements, ancillary transaction documents, and corporate governance documents.

Lead legal due diligence efforts for complex M&A transactions.

Manage transaction structuring, negotiations, signing, and closing processes.

Coordinate with multidisciplinary legal teams, including tax, finance, employment, and regulatory attorneys, on sophisticated transactions.

Serve as a primary point of contact for clients while providing practical, business-oriented legal advice.

Mentor junior associates and contribute to the development of the corporate practice.

Manage multiple high-profile transactions in a collaborative, fast-paced environment.

Qualifications

J.D. from an ABA-accredited law school.

Active membership in the state bar of the office where the attorney will be located.

4-7 years of mergers and acquisitions experience at a major law firm.

Experience representing buyers, sellers, investors, or private equity sponsors in sophisticated corporate transactions.

Strong drafting, negotiation, analytical, and communication skills.

Excellent academic credentials.

Outstanding interpersonal skills with the ability to build strong client relationships.

Demonstrated ability to manage complex transactions independently while collaborating effectively with legal teams.

Highly motivated with exceptional organizational and project management skills.

Compensation & Benefits

Salary: $310,000-$420,000, commensurate with experience and qualifications.

Comprehensive benefits package, including:

Medical, dental, vision, and life insurance

Mental health and wellness programs

Child, family, elder, and pet care benefits

Short- and long-term disability coverage

Industry-leading parental leave

Health Savings Account (HSA) and Flexible Spending Account (FSA) options

401(k) retirement plan

Flexible Time Off (FTO) and paid holidays

Annual discretionary performance bonus eligibility

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Job DescriptionJob DescriptionEnvironmental Associate Attorney

Direct Counsel is seeking an Environmental Associate Attorney to join the Energy & Infrastructure practice of a prestigious Am Law firm in one of the following offices: Austin, Boston, Charlotte, Chicago, Houston, Irvine (Orange County), Los Angeles, Miami, New York City, Portland, Sacramento, San Francisco, Santa Monica, Seattle, Silicon Valley (Menlo Park), or Washington, D.C.

This is an outstanding opportunity for an attorney with 3-5 years of environmental law experience to join a nationally recognized Energy & Infrastructure practice. The role focuses on environmental counseling, permitting, project development, and transactional support for sophisticated clients across the energy, infrastructure, and project finance sectors.

Responsibilities

Advise clients on federal and state environmental laws and regulations, including CERCLA, NEPA, the Clean Water Act, the Clean Air Act, RCRA, the Endangered Species Act, and the National Historic Preservation Act.

Provide environmental support for mergers and acquisitions, project finance transactions, and project development matters.

Assist clients with environmental permitting, regulatory compliance, and due diligence.

Conduct legal research and draft memoranda, agreements, and other legal documents.

Coordinate with environmental consultants and technical advisors on complex matters.

Represent clients before federal and state regulatory agencies.

Manage multiple client matters while providing practical, business-focused legal advice.

Collaborate with multidisciplinary legal teams on sophisticated energy and infrastructure projects.

Qualifications

J.D. from an ABA-accredited law school.

Active membership in a U.S. state bar and eligibility to practice in the applicable office jurisdiction.

3-5 years of environmental law experience at a major law firm or government agency.

Experience advising on environmental permitting, regulatory compliance, and environmental aspects of mergers and acquisitions or project finance transactions.

Strong knowledge of major federal environmental statutes and regulatory frameworks.

Excellent legal research, drafting, analytical, and communication skills.

Strong organizational skills with the ability to manage multiple priorities.

Commitment to exceptional client service and collaborative teamwork.

Strong academic credentials and a proactive, entrepreneurial approach to practice.

Compensation & Benefits

Salary: $260,000-$365,000, commensurate with experience and qualifications.

Comprehensive benefits package, including:

Medical, dental, vision, and life insurance

Mental health and wellness programs

Child, family, elder, and pet care benefits

Short- and long-term disability coverage

Industry-leading parental leave

Health Savings Account (HSA) and Flexible Spending Account (FSA) options

401(k) retirement plan

Flexible Time Off (FTO) and paid holidays

Annual discretionary performance bonus eligibility

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Job DescriptionJob DescriptionEmployment Associate Attorney

Direct Counsel is seeking an Employment Associate Attorney to join a prestigious Am Law firm in one of the following offices: Irvine (Orange County), Los Angeles, Menlo Park (Silicon Valley), New York City, San Francisco, or Santa Monica.

This is an exceptional opportunity for an attorney with 3-5 years of employment law experience to join a highly regarded Employment Law practice. The role focuses on advising innovative technology companies, private equity firms, and other sophisticated employers on strategic workforce planning, employment counseling, and employment-related aspects of complex corporate transactions.

Responsibilities

Advise employers on strategic workforce planning, hiring, reductions in force, employment policies, wage and hour compliance, restrictive covenants, and founder disputes.

Counsel C-suite executives and human resources leaders on complex employment law issues and regulatory compliance.

Advise clients on employment-related risks associated with mergers, acquisitions, divestitures, and post-closing workforce integration.

Draft and negotiate employment agreements, separation agreements, restrictive covenant agreements, and other employment-related documents.

Provide day-to-day employment counseling to clients on workplace issues and best practices.

Partner with corporate deal teams to provide employment law support on transactional matters.

Develop practical, business-focused solutions tailored to clients in the technology and private equity sectors.

Build and maintain strong client relationships while collaborating across multidisciplinary legal teams.

Qualifications

J.D. from an ABA-accredited law school.

Active membership in the California or New York State Bar, depending on office location.

3-5 years of employment law experience at a major law firm.

Current experience practicing in a Chambers-ranked Labor & Employment group is required.

Experience counseling employers on employment law compliance and workplace strategy.

Experience supporting corporate transactions from an employment law perspective.

Strong drafting, analytical, negotiation, and communication skills.

Excellent academic credentials.

Outstanding interpersonal skills with the ability to work independently and collaboratively.

Sound professional judgment and the ability to manage multiple priorities in a fast-paced environment.

Commitment to delivering exceptional client service and practical legal solutions.

Compensation & Benefits

Salary: $310,000-$390,000, commensurate with experience and qualifications.

Comprehensive benefits package, including:

Medical, dental, vision, and life insurance

Mental health and wellness programs

Child, family, elder, and pet care benefits

Short- and long-term disability coverage

Industry-leading parental leave

Health Savings Account (HSA) and Flexible Spending Account (FSA) options

401(k) retirement plan

Flexible Time Off (FTO) and paid holidays

Annual discretionary performance bonus eligibility

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Job DescriptionJob DescriptionSalary: $20.00 - $27.00

Are you someone who thrives in a hands-on, fast-paced environment and takes pride in keeping operations organized and running smoothly? Sea Pointe Design & Remodel is seeking a dependable and detail-oriented Warehouse Assistant to support our residential remodeling projects across Orange County.

In this essential role, you will help ensure our production teams have the right materials, tools, and equipment

when and where they need them. From maintaining an organized warehouse to supporting job site deliveries and logistics, youll play a key part in delivering high-quality remodeling projects safely, efficiently, and on schedule.

If you enjoy physical work, value teamwork, and take ownership of getting the job done right, this role is a great

fit for you.

Schedule: This is a part-time - temp role, working Monday, Wednesday, and Friday.

What Youll Do

Receive, inspect, and document incoming construction materials, tools, and equipmentStore and organize materials to support ongoing remodeling and construction projectsPrepare, stage, and distribute materials for job sites and field crewsLoad and unload deliveries using pallet jacks, dollies, forklifts, and manual liftingKeep warehouse, yard, and storage areas clean, organized, and safe at all timesAssist with tool control, returns, and company asset trackingSupport job site mobilization and demobilization as neededDeliver construction materials, tools, and equipment to active job sitesAssist with warehouse organization, inventory management, and daily operationsMaintain company vehicles, equipment, and ensure safe operationFollow all Cal/OSHA safety requirements, company policies, and proper PPE usagePerform other duties as assigned to support warehouse and field operations

Youll Be Great at This Job If You:

Enjoy physical, active work and take pride in staying organizedAre dependable, punctual, and take ownership of your responsibilitiesThrive in a team-oriented environment supporting both warehouse and field crewsHave strong attention to detail and accuracy in inventory and materials handlingTake safety seriously and consistently follow best practices on the job

What Were Looking For:

High school diploma or equivalent preferredPrior experience in warehouse, construction, or material handling preferredAbility to lift and carry up to 50 pounds repeatedlyAbility to stand, walk, bend, and work in physically demanding environmentsBasic math, organization, and record-keeping skillsFamiliarity with construction materials, tools, and equipment is a plusForklift certification preferred or willingness to obtain; experience requiredValid Class C Drivers License

Safety Requirements

Adherence to Cal/OSHA standards and all company safety policiesRequired use of personal protective equipment (PPE), gloves, steel-toe footwear, eye protection, and back support bracesProper use of ergonomic lifting techniques and material-handling safety practicesParticipation in safety training, meetings, and toolbox talksCompliance with company safety programs, including IIPP and hazard communication policies

Why Join Sea Pointe?

Work with a highly respected, established remodeling firm known for quality craftsmanshipBe part of a supportive, team-oriented environment that values safety and efficiencyGain hands-on experience in both warehouse and construction operations

Join Our Team

If youre an experienced designer with a passion for sales, we want to hear from you! Join Sea Pointe Design & Remodel and help clients create their dream homes while building your career and driving your financial success.

Location: Irvine, CA (servicing all of Orange County)
Learn more about us: www.seapointe.com

Our company participates in E-Verify to confirm work authorization of employees. For more information on E-Verify, please visitwww.e-verify.gov.

Sea Pointe Design & Remodel is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or any other protected status.

Reasonable Accommodation Statement: Sea Pointe Design & Remodel is committed to providing reasonable accommodation for qualified applicants and employees with disabilities. If you need assistance or accommodation during the application process, please contact us at hr@seapointe.com

Company DescriptionSea Pointe Design & Remodel has been Orange County’s leading design-build remodeling firm for nearly 40 years. We specialize in high-end kitchens, baths, and whole-home remodels, delivering award-winning design and craftsmanship with a focus on client experience. Our culture is collaborative, innovative, and growth-oriented—making Sea Pointe a place where talented professionals thrive.Company DescriptionSea Pointe Design & Remodel has been Orange County’s leading design-build remodeling firm for nearly 40 years. We specialize in high-end kitchens, baths, and whole-home remodels, delivering award-winning design and craftsmanship with a focus on client experience. Our culture is collaborative, innovative, and growth-oriented—making Sea Pointe a place where talented professionals thrive. Read Less

Job DescriptionJob DescriptionSalary: $90,000 $120,000 total annual earnings (base + commission), with uncapped earning potential.

Are you passionate about both design and sales? Do you thrive in a fast-paced, client-facing environment where you're not just creating beautiful spaces but also driving your own success? Sea Pointe Design & Remodel is seeking an experienced Residential Remodeling Design Consultant & Sales Expert to join our award-winning team in Orange County.

At Sea Pointe, were proud of our 40-year history of creating stunning, high-quality home transformations. This role combines the technical expertise of a residential interior designer with the high-energy, client-driven approach of a sales professional. If you have experience in designing and managing remodels of kitchens, bathrooms, and full homesand if you love the challenge of making the sale while delivering excellenceyoure the perfect fit for this opportunity.

What Youll Do:

Lead clients through the entire home remodeling process, from initial design consultation to project completion.Design and draft detailed space plans, cabinetry layouts, tile designs, and all necessary technical drawings including electrical and plumbing plans.Partner with clients to select finishes and materials, ensuring designs meet their vision, lifestyle, and budget.Drive sales by presenting and selling design and construction services with confidence and clarity.Collaborate with our in-house team of architects, drafters, and estimators to develop accurate scopes of work and estimates.Build and maintain relationships with clients through effective communication, design expertise, and a positive approach to problem-solving.Take ownership of each project, ensuring client satisfaction and successful project execution from start to finish.

Youll Be Great at This Job If You:

Have a proven track record in residential remodeling design and space planning (minimum 3-5 years of experience).Thrive on working in a commission-based environment where sales performance drives your success.Enjoy both the technical aspects of design and the excitement of closing sales.Are skilled in design software such as Chief Architect, AutoCAD, or SketchUp.Have deep knowledge of construction processes, materials, and problem-solving on-site.Are an engaging communicator who can guide clients with confidence and clarity.Have a high level of self-motivation and the ability to manage your own projects and client interactions independently.

What Were Looking For:

3-5+ years of experience designing and managing residential remodeling projects (experience in kitchens and bathrooms is essential).Expertise in space planning, cabinetry, tile layouts, and technical drafting.Previous experience working in a sales-driven environment.Strong understanding of the construction process, including problem-solving in a remodeling context.Certification or membership with CIDA, ASID, or NKBA is preferred but not required.

Why Join Sea Pointe?

Work with a highly respected, nationally recognized design-build firm that values excellence and innovation.Collaborate with a talented team of professionals dedicated to transforming homes and delivering superior craftsmanship.Benefit from our strong support networkarchitects, drafters, estimators, and production teamsso you can focus on client success and sales.Enjoy a vibrant company culture that celebrates hard work, creativity, and teamwork.

Join Our Team

If youre an experienced designer with a passion for sales, we want to hear from you! Join Sea Pointe Design & Remodel and help clients create their dream homes while building your career and driving your financial success.

Location: Irvine, CA (servicing all of Orange County)
Learn more about us: www.seapointe.com

Our company participates in E-Verify to confirm work authorization of employees. For more information on E-Verify, please visitwww.e-verify.gov.

Sea Pointe Design & Remodel is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or any other protected status.

Reasonable Accommodation Statement: Sea Pointe Design & Remodel is committed to providing reasonable accommodation for qualified applicants and employees with disabilities. If you need assistance or accommodation during the application process, please contact us at hr@seapointe.com

Company DescriptionSea Pointe Design & Remodel has been Orange County’s leading design-build remodeling firm for nearly 40 years. We specialize in high-end kitchens, baths, and whole-home remodels, delivering award-winning design and craftsmanship with a focus on client experience. Our culture is collaborative, innovative, and growth-oriented—making Sea Pointe a place where talented professionals thrive.Company DescriptionSea Pointe Design & Remodel has been Orange County’s leading design-build remodeling firm for nearly 40 years. We specialize in high-end kitchens, baths, and whole-home remodels, delivering award-winning design and craftsmanship with a focus on client experience. Our culture is collaborative, innovative, and growth-oriented—making Sea Pointe a place where talented professionals thrive. Read Less

Job DescriptionJob DescriptionJob Title: Sr. Director – FP&A Systems

Location: Onsite | Irvine, CA, US or Santa Clara, CA, US

Department: Information Technology / Enterprise Architecture

Salary Range: USD $213,800 – $285,000 / year

Position Type: Full-Time

No Sponsorship 

No Relocation 

Job Overview

A leading technology organization is seeking a Sr. Director of FP&A Systems, to drive the technology strategy that empowers their global finance teams to predict, plan, and execute with unparalleled agility.

What you will do

Set Strategy & Roadmap

Own and execute the enterprise FP&A systems strategy aligned to corporate business priorities.

Define multi-year roadmaps that support Annual Operating Plans (AOP), Long-Range Planning (LRP), executive decision-making, and global finance transformation.

GenAI-First FP&A Transformation

Lead a GenAI-first approach to modernizing FP&A capabilities by embedding AI into planning, forecasting, analysis, and executive insights.

Identify and prioritize GenAI use cases such as predictive forecasting, scenario modeling, variance explanation, and automated executive narratives.

Partner with data science and engineering teams to productionize AI solutions with strong governance, accuracy, and explainability.

Establish clear guardrails for responsible AI adoption within Finance.

Run at Enterprise Scale & Modernize the Stack

Operate and continuously enhance a global FP&A technology ecosystem with high standards for reliability, performance, security, and scalability.

Drive the modernization of core platforms—including OneStream, Power BI, Databricks, and ERP integrations—to enable real-time, data-driven insights.

Lead Business-Critical Transformations & Governance

Deliver large-scale, high-impact initiatives that transform FP&A processes, improve agility, and deliver measurable business outcomes. Quantify value, track ROI, and communicate impact to senior leadership.

Establish best practices, operating rhythms, and governance models to improve delivery quality, predictability, and execution maturity quarter over quarter.

Finance Partnership & Leadership

Serve as the primary IT leader and trusted partner to the FP&A organization. Align priorities, manage escalations, and ensure transparent communication and successful delivery of outcomes.

Hire, develop, and lead a high-performing global team of FP&A systems professionals, fostering a culture of accountability, collaboration, and continuous learning.

Vendor & Portfolio Ownership

Own vendor strategy, contracts, and budgets (OpEx/CapEx). Optimize total cost of ownership (TCO) while ensuring service quality and risk mitigation.

Oversee portfolio delivery and executive reporting, providing clear visibility into health, risks, dependencies, and business value to cross-functional leaders (IT, PMO, Security, Infrastructure, HR, and Legal).

What We're Looking ForEducation & Experience

Degree: Bachelor’s or Master's degree in Information Systems, Computer Science, Engineering, or a related technical discipline.

Core Experience: 10–15 years of progressive experience in IT or enterprise applications, with at least 8 years of deep exposure to FP&A systems and finance processes.

Industry Background: Proven experience supporting global Finance organizations within the semiconductor or high-tech hardware industry.

Track Record: Proven success delivering large, complex, global enterprise programs end-to-end.

GenAI / AI & Analytics Expertise

Practical experience applying Generative AI (LLMs, transformers) to enterprise data or financial analytics use cases.

Exposure to AI-driven automation in finance workflows (forecasting, planning, analysis).

Solid understanding of AI governance, data privacy, explainability, and responsible AI practices.

Technical & Platform Expertise

Strong hands-on experience with modern FP&A platforms, large-scale ERP systems, and enterprise finance applications.

Deep knowledge of financial data integration strategies using APIs, middleware, and AI extensions.

Specific expertise with OneStream is highly preferred.

Leadership & Execution Style

Results-driven, high-energy, and execution-focused leader comfortable operating with urgency and ambiguity.

Demonstrated ability to build, mentor, and lead high-performing global teams.

Strong executive communication and stakeholder management skills; ability to seamlessly translate complex business needs into scalable technology solutions.

Willingness to travel up to 5% as needed.

Professional certifications (e.g., PMP, ITIL, Six Sigma) are a plus.

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