Client relationship jobs in Rochester, New YorkCreate job alerts

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, 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. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n 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. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, 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. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n 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. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, 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. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n 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. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, 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. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n 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. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, 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. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n 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. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, 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. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n 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. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, 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. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n 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. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, 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. \n \n This role is nonexempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n 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. \n \n Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.\n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230\n, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit\n, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, 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, such as tax season\n, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time\n, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n\n • Must reside within the United States.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.\n\n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is \n California (Bay Area): $27.00 - $41.00 \n Southern California: $27.00 - $41.00 \n Colorado: $26.00 - $39.00 \n Hawaii: $27.00 - $41.00 \n Illinois: $26.00 - $39.00 \n Maine: $23.50 - $35.00 \n Maryland: $26.00 - $39.00 \n Massachusetts: $29.50 - $34.47 \n Minnesota: $23.50 - $35.00 \n New Jersey: $27.00 - $41.00 \n New York: $27.00 - $41.00 \n Ohio: $23.50 - $35.00 \n Vermont: $26.00 - $39.00 \n Virginia: $26.00 - $39.00 \n Washington: $27.00 - $41.00 \n Washington, DC: $26.00 - $39.00 \n 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

iWorld Professionals is seeking a Senior Buyer for our client, a growing manufacturing company in Rochester NY. If you enjoy negotiating supplier agreements, solving sourcing challenges, and turning procurement strategies into measurable results, this opportunity is for you! This is an onsite position in Rochester NY with an annual Base Salary: $75,000–$90,000, based on experience \n \n Senior Buyer Position Summary: In this role, you will manage sourcing and supplier relationships for assigned direct-material commodities, including electronics, printed circuit board assemblies (PCBAs), components, connectors, molding, and special processes. You will collaborate with leadership and cross-functional teams to strengthen supplier performance and support both ongoing operations and new product development. \n Senior Buyer Requirements: \n\n • Align commodity and global supply strategies with business priorities, production requirements, and long-term supply chain objectives.\n, • Negotiate pricing, terms, and supply agreements that deliver strong overall value.\n, • Lead requests for quotation (RFQs), evaluate supplier proposals, and benchmark market pricing and best practices.\n, • Build productive partnerships that support responsiveness, quality, on-time delivery, and inventory goals.\n, • Monitor key performance metrics, contract compliance, and supply risks; work with suppliers and internal teams to resolve issues.\n, • Partner with technical and business teams to address sourcing and commercial requirements for new products.\n, • Track commodity trends and industry developments to inform purchasing decisions and sourcing strategies.\n\n \n Senior Buyer Requirements: \n\n • Minimum of 3 years of strategic purchasing experience\n, • Demonstrated success negotiating supplier pricing, contracts, and commercial terms.\n, • Experience managing supplier relationships and improving supplier performance.\n, • Technical aptitude to support sourcing decisions and new product development.\n, • Strong analytical, financial, and business skills, with the ability to evaluate costs and identify opportunities to improve value.\n, • Effective communication and relationship-building skills across suppliers, internal teams, and senior leadership.\n, • Demonstrated ability to work closely with business leaders and teams supporting operations and new product development.\n, • Ability to work on-site in Rochester NY.\n\n \n Apply today to iWorld Professionals for immediate confidential consideration.

\n Conflux Systems, Inc. is seeking a travel Sterile Processing Technician for a travel job in Rochester, New York. Job Description & Requirements\n \n • Specialty: Sterile Processing Technician\n, • Discipline: Allied Health Professional\n, • Start Date: 11/19/2026\n, • Duration: 4 weeks\n, • 24 hours per week\n, • Shift: 8 hours, days\n, • Employment Type: Travel\n \n Technician License (currently ANY Tech License is accepted in the state of NY) \n Two (2) years experience \n BLS (American Heart Association ONLY) \n Schedule- Assigned shifts, 7am - 3:30pm; 3pm - 11:30pm; 11pm - 7:30am - MUST BE FLEXIBLE TO ASSIGNED SHIFT \n Job Duties \n The Sterile Processing Technician is assigned duties performing decontamination, preparation, sterilization and distribution of surgical instruments and medical equipment throughout the surgery center, utilizing infection control and safety practices during all phases of the process. \n Plan/Questions: \n This strike relief plan is currently slated for 28 workers for a minimum of 24 hours with the option to extend beyond to a 10 day relief plan. \n Vendors will arrange transportation, lodging, meals and incidentals, and worker support: \n Hotel: $150-$250 per night, subject to availability and client-approved caps - receipt required. \n Meals and incidentals: Up to $80 per day per SRW. \n Airfare: reimbursable up to $700 - this includes estimated travel-protection costs - receipt required. \n Ground Transportation: rental vehicle up to $100/day; approved shuttle or rideshare costs for reimbursement - receipt required. \n Mid-strike cancelations or extension: Approved flight changes, lodging cancellation charges, and other unavoidable costs may exceed the standard caps and will be passed through when supported by documentation. \n Cancellation fee: If the hospital cancels an SRW within 48 hours of the scheduled orientation, the vendor will receive $800 for each affected SRW. Approved, nonrecoverable travel costs incurred after activation will be passed through to the client. \n If confirmed that the labor action will not occur prior to the 48hr required notice period: The hospital will not reimburse vendor travel costs or be required to pay the cancellation fee. \n Conflux Systems, Inc. Job ID #815322. Pay package is based on 8 hour shifts and 24.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. About Conflux Systems, Inc.\n \n Founded in 2007, Conflux Systems is a trusted healthcare staffing partner dedicated to helping healthcare organizations build high-performing teams and overcome critical workforce challenges. What began as a technology and business intelligence company has evolved into a comprehensive healthcare staffing firm, combining deep industry expertise with a rigorous, relationship-driven recruitment strategy. \n Conflux Systems has successfully partnered with a range of prestigious healthcare providers, including CVHS, Aetna, Ahava Healthcare, Sequoia Care, and Yes Care, delivering top-tier healthcare professionals across a wide range of clinical and support roles. Our tailored recruitment solutions and deep industry knowledge help these organizations meet their staffing needs, improve patient care, and maintain compliance with healthcare standards. \n Benefits\n \n • 401k retirement plan\n, • Sick pay\n, • Weekly pay\n, • Referral bonus\n, • Guaranteed Hours\n \n

Job Description Job description: Behavior Technician (Part-Time/Evening Shift, $21–$23/hr) Location: Rochester, NY (in-home sessions) Schedule: Monday-Friday 4.30pm-7.30 pm Pay: $19–$21 per hour Start Date: Immediate Client age : 5 years old ------------------------------------------------------------------------------------------------------------------------------------- Who We Are:- Double Care ABA is an extraordinary team of motivated professionals, passionate about providing the best possible ABA therapy to you and your family. We’re all about out-of-the-box creativity, rapid service coordination, quality performance and the ensuing rewarding results! Why Join Us?:- • Flexible part-time schedule, • Supportive team & training provided, • Great entry point into ABA / psychology field, • Opportunity to grow hours over time What You’ll Do :- • Provide 1:1 support during home sessions, • Follow structured behavior plans, • Track and record basic session data, • Build a positive relationship with the child and family Quick Apply If: • You enjoy working with kids., • You’re looking for part-time work Double Care ABA is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. #BehaviorTechnician #BT #RBT #RegisteredBehaviorTechnician #Paraprofessional #AssistantTeacher #TeacherAide #SupportStaff #ABAtherapist#Teacher #Nanny #Childcare #SpecialNeeds #SpecialEducation #AutismSupport #EarlyChildhoodEducation#ABA #AppliedBehaviorAnalysis #BehaviorIntervention #BehaviorSupport #BehaviorManagement #SkillAcquisition #DataCollection#Autism #ASD #AutismSpectrum #SpectrumDisorder #Children #Pediatrics #DevelopmentalDisabilities#PartTime #FullTime #FlexibleSchedule #EntryLevel

Job Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. This is a local, field-based opportunity serving businesses and clients in the surrounding area. You’ll have flexibility in how you manage your schedule while meeting with local business owners, prospects and clients throughout the community. Top-Notch Benefits Benefits include stock bonus program, bonus rewards and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • InternshipCompensation Expectations In the first year, benefits advisors are expected to earn $50,000 to $70,000. This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Schedule • Monday to FridayWork Location Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

Job Description Build a rewarding remote career helping individuals and families protect what matters most. Enjoy flexible scheduling, comprehensive training, qualified leads provided, and unlimited long-term earning potential through commissions, bonuses, and residual income. About the Opportunity We're seeking motivated professionals who want more than just another job. This is an opportunity to build a long-term career with a nationally recognized organization that promotes from within and rewards performance. Whether you're experienced in sales or simply coachable and driven to succeed, you'll receive the training, mentorship, and support needed to grow into leadership. Work 100% remotely while helping clients make important financial protection decisions that create real impact for their families. Role Overview As a Remote Insurance Representative, you'll meet virtually with individuals and families who have requested information about their benefits and protection options. You'll educate clients, recommend appropriate coverage, and guide them through the enrollment process while building long-term relationships that generate recurring income. Responsibilities Contact qualified leads to schedule virtual client appointments Conduct virtual benefit consultations and present customized protection solutions Guide clients through the enrollment process with professionalism and care Build lasting client relationships that support long-term retention Work closely with your manager through ongoing coaching and development Consistently improve your skills through training and mentorship Qualifications Required Laptop or desktop computer with a working camera Life insurance license or willingness to obtain one Basic computer proficiency and comfort working remotely Must reside in the United States or Canada Professional communication skills and a reliable internet connection Preferred Previous sales or customer service experience Strong interpersonal and relationship-building skills Coachable, self-motivated, and goal-oriented mindset Passion for helping others and delivering exceptional client experiences Compensation and Benefits Average first-year earnings: $69,000 through commissions and bonuses Long-term earning potential: Increased income through performance, client renewals, and leadership opportunities Commission-based compensation with residual income opportunities, stock options, and promotion-from-within career advancement. Key Benefits 100% remote work-from-home career Flexible scheduling within a career-focused environment High-quality leads provided - no cold calling friends or family Comprehensive medical, dental, and prescription benefits Unionized position with stock options Ongoing training, coaching, and mentorship from experienced leaders Leadership advancement and management opportunities Collaborative virtual team culture with ongoing recognition and support How to Apply If you're looking for a career that offers flexibility, purpose, and unlimited growth potential, we'd love to meet you. Apply today to begin the interview process and learn how you can build a successful career from home. Compliance Statement We are an Equal Opportunity recruiter and welcome applicants from all backgrounds without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. We may use automated tools, including artificial intelligence (AI), to screen and assess candidates. These tools support and do not replace human decision-making. By applying, you consent to the collection and use of your personal information for recruitment purposes in accordance with applicable data protection laws. Employment is commission-based. Contact us if you require accommodations during the application process.

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job DescriptionDescription: We are Hiring! Catholic Charities Family and Community Services (CCFCS) has been serving our community for over 100 years. We walk with people when they are at their most vulnerable as they journey toward independence to reach their full human potential. We proudly serve and employ people from all backgrounds and experiences. If you're looking for more than just a job, if you're passionate about making a meaningful impact on the lives of others, join a team that changes lives every day. Be a part of something truly special. Employment Type: Part time Schedule: Monday thru Friday, 6am to 9am, staff meeting Wednesdays 6am to 2pm Salary: Starting from $19.25 - $19.75/hr. Additional $.75/hr once certified to pass medication Top Benefits and Perks: • Competitive salary and 403b retirement plan, • Generous time off package and work-life balance, • Comprehensive benefits package, • Supportive and collaborative environment, • Opportunities for growth and development, • Intrinsic reward of truly making a difference in people's lives. Qualifications: Education: High School Diploma or Equivalent preferred Credentials: Possesses a valid NY State Driver’s License and a Driver’s record considered acceptable by the agency and insurance carrier for full time and part time employees only. AMAP Certification required for DSP II Experience: At least one year of practical experience working with individuals with developmental disabilities preferred. About the role: Provide support and instruction in activities necessary to promote and maintain independence and self- determination for individuals with intellectual/developmental disabilities receiving services living in a Catholic Charities Family and Community Services residential setting. Effectively supports ongoing and collaborative communication amongst all program staff and is responsible for ensuring a trauma informed care environment. Essential Duties and Responsibilities • Provide person centered support to all individuals served recognizing the individual’s need for teaching and preferred style for learning and at a level at which he or she can perform., • Provide direct personal assistance in instances when an individual requires “hands on” supports., • Assist individuals in supporting his/her own health and wellness needs., • Schedule and accompany individuals to all necessary medical appointments as directed and document all pertinent information as required., • Assist individuals in meal preparation, menu planning, and food shopping., • Engage in effective communication with individuals., • Provide immediate response to and report all incidents, first aid treatments, medical emergencies, or other crisis according to policy and procedures., • Assist individuals with fiscal management while safeguarding their funds. This may include completing ledgers, reconciling accounts and supporting individuals with spending choices., • Assist individuals with maintaining a clean, safe, and orderly home by following safety and infection control procedures., • Appropriately communicate all pertinent information during the work shift and from shift to shift to other team members and/or assigned supervisor., • Attend staff meetings., • Promote the emotional, physical, and personal well-being of individuals served., • Provide and maintain a clean and safe living environment for all clients., • Ensure appropriate staff-to-client ratio at all times., • Implement individual treatment plans and follow as written., • Ensure proper safekeeping of individual’s valuables., • Report and/or document routine and unusual events including completing daily logs, accident reports, etc. in a concise, understandable, legible and timely manner., • Assist with daily operations of the residence in accordance with regulatory requirements, agency policy, and quality program standards., • Correctly follow procedures for mandated reporting and responding., • Maintain and expand skills and knowledge relevant to providing high quality support and services., • Obtain and maintain all required trainings and apply the information to support people served., • Ensure that people exercise their rights and that rights are not restricted without due process., • Ensure people are treated with dignity and respect., • Provide transportation to individuals and business-related travel whether in personal or agency vehicles, following all safety procedures., • Maintain agency vehicles in a safe, clean and functional condition, reporting any concerns or problems to an immediate supervisor., • Maintain flexibility in work schedule based on needs of individuals assigned including working overtime and/or covering additional shifts on an emergency basis., • Participates in relevant Agency meetings and/or trainings, • Actively pursues development of professional competencies related to job role performance through reading, supervision, in-service training and attendance at conferences and workshops., • Awareness and active support of the Agency's Mission, Vision, Values and Strategic Plan. Including, but not limited to, supporting the Agency's Core Competency initiatives of being Collaborative and Community Focused, Innovative and Entrepreneurial, and Culturally Competent and Diverse, • Other duties as assigned Note: The above description is illustrative of tasks and responsibilities. It is not meant to be all inclusive. Employees are required to follow appropriate supervisory direction and perform other related duties as required. Requirements: Physical Demands/Work Environment: The physical demands/work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk, hear, stand, walk, use hands to type and/or perform lifting up to 25lbs. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. The noise level in the work environment is usually quiet. Compliance: Adheres to all applicable federal and state laws and regulations including, but not limited to, those governing confidentiality, privacy, program, billing, and documentation standards. All duties must be performed in accordance with CCFCS’s corporate compliance & ethics program. Additional Requirements: • Demonstrate a commitment to the Agency Mission, Code of Conduct and Corporate Compliance policies while empowering each person to direct their own life choices., • Demonstrate full adherence to the Direct Support Professional Core Competencies., • Assist individuals supported to achieve personal outcomes and to provide person centered supports., • Possess good verbal, reading, and written communication in English; basic math skills; possession of basic computer skills., • Able and willing to successfully complete and apply training., • Possess communication skills that will effectively establish a collaborative relationship with individuals with intellectual/developmental disabilities., • Able to effectively teach, model and give support to individuals with intellectual/developmental disabilities., • Able to read, write, and interpret written documents., • Able to work a combination of day, evening, overnight and weekend hours, as needed., • Able to remain alert and awake on all shifts., • Able to work cooperatively both independently and as a member of the Residential team., • Able to multi-task and prioritize duties., • Able to travel in all weather conditions throughout the counties served., • Able to maintain absolute confidentiality of all records reviewed including individual’s records, employee records and billing records., • Clear background checks as defined by regulations and policies., • Provide effective, equitable, understandable and respectful quality care and services that are responsive to diverse cultural health beliefs and practices, preferred languages, health literacy and other communication needs., • Able to maintain confidentiality, • Ability to demonstrate behaviors and attitudes which support agency mission, philosophy, and policies., • Willingness and ability to foster agency and program wide cooperation and teamwork through use of positive/constructive communication techniques. Additional Responsibilities of DSP II • Obtain AND maintain Approved Medication Administration Personnel (AMAP) Certification, • Administer Medications as written by providers – document in Medication Management System, • Administer prescribed personal care by providers – document in Medication Management System, • Complete 2nd med checks, • Schedule appointments as directed by the Residence Manager or Medical Liaison, • Attend medical appointments as directed by Residence Manager or Medical Liaison Join us and help make a positive impact on our community!***Catholic Charities is committed to leveraging the talent of a diverse workforce to create great opportunities for our agency and our people. EOE/AA Disability/Vet

Job DescriptionYoh is hiring Electronic/Electro-Mechanical Assemblers for a contract opportunity with our client L3Harris located in Henrietta, NY. Payrate $18.50 - $24.98 Job Summary: We are seeking Electronic/Electro-Mechanical Assembler to perform a variety of assembly operations, including both manual and automated tasks. The role involves interpreting technical specifications and documents, and following established methods for wiring, component installation, hand soldering, and cable harnessing. Key Responsibilities: • Perform electronic and electro-mechanical assembly operations., • Interpret and comprehend technical specifications, terms, and documents., • Follow methods and sequences for wiring, component installation, hand soldering, and cable harnessing., • Identify and resolve straightforward problems and issues., • Work under general supervision with moderate peer review., • Work on smaller, less structured tasks., • Must be able to stand the entire shift Education & Experience: • High School Diploma or equivalent required., • Minimum of 4 years of relevant experience, or 2 years post-Secondary/associate’s degree with 0 to 2 years of related experience., • All offers are contingent to passing all pre-employment screenings/ drug testing this includes testing negative for marijuana. Shifts & Payrates • 1st Shift: Monday – Thursday 5am- 3:30pm@ $18.50, • 2nd Shift: Monday –Thursday 3:30pm –2am @ $ 20.35, • 3rd Shift: Friday, Saturday & Sunday 6am -6:30pm @ $23.13, • 4th Shift: Friday, Saturday & Sunday 6pm-6:30am @ $ 24.98, • Must attend a 2 week Training Program Mon-Fri from 7am-3:30pm Patty Martin/ patricia.martin@yoh.com Estimated Min Rate: $18.50 Estimated Max Rate: $24.98 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs, • Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information. \nCompany Description Yoh delivers expertise, methodology, and momentum to keep work moving forward. From strategy to execution, we deliver bold ideas and big results through consulting, staffing, and enterprise solutions. Nearly a century after our founding, Yoh remains STEM-centered, collaborative, and committed to client success. Yoh is a proud member of the Day & Zimmermann family of companies. Visit us at https://www.yoh.com/ Yoh delivers expertise, methodology, and momentum to keep work moving forward. From strategy to execution, we deliver bold ideas and big results through consulting, staffing, and enterprise solutions. Nearly a century after our founding, Yoh remains STEM-centered, collaborative, and committed to client success. Yoh is a proud member of the Day & Zimmermann family of companies. Visit us at https://www.yoh.com/

Job Description Senior Relationship Director — UHNW & Institutional Clients Hybrid | Rochester, NY Area preferred. Willing to consider the East Coast. 1X/month travel to Rochester, NY. Compensation: Base 150K - 180K + Commission. OTE should grow to 300K+ over time. The real opportunity for this candidate is to become part of the firm's management company and participate in their equity program. If you do not currently have equity in your current job and want to spend the prime part of your career earning an ownership stake in a well-established wealth advisory firm, this is an opportunity you should absolutely consider. A growing independent investment advisory firm is seeking a senior, client-facing advisor to serve ultra-high-net-worth families, business owners, and select institutional clients, including endowments and foundations. This is a relationship-driven advisory role for someone who combines strong investment judgment with the ability to earn trust, lead complex client conversations, and develop new business. This is not a portfolio-management, investment-research, or administrative role. How You’ll Spend Your Time: 50% — Relationship Development & Business Growth • Partner with senior advisors and marketing to turn the firm’s brand, expertise, events, and market presence into new-business opportunities., • Develop relationships with attorneys, CPAs, trustees, and other influential referral partners., • Cultivate prospects, support presentations and follow-up, and help convert opportunities into long-term client relationships., • Create new opportunities and meetings proactively rather than relying solely on inbound referrals., • Build a pipeline of UHNW and institutional prospects through direct outreach, professional networks, centers of influence, board relationships, community involvement, and firm-sponsored activities. 30% — UHNW & Institutional Advisory / Client Leadership • Partner closely with internal investment, planning, reporting, and client-service teams while maintaining ownership of senior client relationships., • Serve as a primary client advisor and coordinate with attorneys, CPAs, trustees, and other external professionals., • Help UHNW clients navigate integrated investment, tax, estate, succession, liquidity, and wealth-transfer considerations., • Advise clients on investment strategy, asset allocation, governance, liquidity, spending, and long-term objectives., • Build trusted relationships with UHNW families, business owners, investment committees, and institutional decision-makers. 10% — Investment Knowledge & Professional Development • Continue developing expertise in institutional investing, wealth management, governance, and related advisory issues., • Participate in investment discussions and remain current on capital markets and portfolio implications., • Maintain a strong understanding of the firm’s investment philosophy and capabilities across UHNW and institutional client segments. 10% — Leadership & Firm Development • Demonstrate the judgment, initiative, and leadership potential to take on broader responsibilities over time., • Mentor colleagues and strengthen a collaborative, growth-oriented culture., • Contribute to strategic initiatives and represent the firm in the marketplace and community. Ideal Background • 5+ years of experience in wealth management, investment advisory, institutional consulting, investment management, or a related field., • Experience serving UHNW families, business owners, institutional investors, or other sophisticated clients., • Strong investment knowledge and the ability to discuss complex portfolio topics with sophisticated audiences., • Proven relationship-management and business-development capability., • Executive presence, sound judgment, strong communication skills, and high emotional intelligence., • Ability to translate institutional investment disciplines into practical advice for private clients., • Intellectual curiosity, integrity, a collaborative style, and interest in becoming a long-term leader within the firm. CFA, CFP, CAIA, MBA, or similar credentials are valued, but they are not a substitute for strong client-advisory, relationship-building, and business-development ability. What Success Looks Like • Become a trusted advisor to sophisticated UHNW and institutional clients., • Build a meaningful pipeline and convert opportunities into long-term client relationships., • Expand the firm’s presence among UHNW and institutional audiences., • Bring credibility and clarity to complex investment and planning discussions., • Effectively leverage the firm’s investment platform, team, and intellectual capital to deliver differentiated advice., • Develop into a key leader supporting the firm’s long-term growth and client relationship strategy. #ZR

Job DescriptionAbout Us Paradigm Insurance Agency is a locally owned, independent insurance agency serving individuals, families, and businesses throughout the Rochester, NY region. We provide customized insurance solutions designed to protect our clients' homes, vehicles, businesses, and assets while delivering the personalized service that only an independent agency can offer. We're a stable, family-oriented agency with a strong reputation, established community relationships, and an ambitious vision for growth. Our mission is simple: help clients protect what matters most while building lasting relationships based on trust, expertise, and exceptional service. The Opportunity Paradigm Insurance Agency is seeking a licensed Insurance Agent to manage and grow both personal and commercial insurance business while helping drive the next phase of the agency's growth. This is an outstanding opportunity for an insurance professional who understands the business, values relationships, and wants to be part of an organization that has already built the infrastructure necessary for success. Unlike many agencies where producers are expected to generate business entirely on their own, Paradigm has invested heavily in creating strategic referral partnerships, operational systems, marketing initiatives, and support resources that consistently generate opportunities for growth. Our agency maintains established relationships with real estate professionals, mortgage lenders, business owners, and community partners throughout the Rochester region. These partnerships create ongoing opportunities to assist homeowners, families, and business owners with their insurance needs while developing long-term client relationships.The successful candidate will be someone who can cultivate and strengthen these relationships while developing new partnerships of their own. This role requires someone who enjoys working directly with clients and business professionals, understands the value of relationship-based selling, and can serve as a trusted advisor rather than simply a salesperson. Most importantly, you will not be expected to build everything from scratch. Our operations, administrative support, systems, processes, and lead-generation efforts are already in place. You'll have the resources and support necessary to focus on what you do best: advising clients, building relationships, writing business, and growing your book.We're looking for a professional who is motivated, competent, and ready to take advantage of the opportunities already being created within our organization.For the right individual, this position offers significant opportunities for increased earnings, professional development, leadership responsibilities, and long-term career growth as the agency continues to expand. Key Responsibilities Advise, Quote & Write Business • Assess client needs and recommend appropriate insurance solutions, • Prepare and present competitive proposals for personal and commercial insurance clients, • Explain coverage options clearly and professionally, • Write new business and identify opportunities to round out accounts through cross-selling and bundling, • Build trust and long-term relationships with clients Manage & Service Existing Business, • Serve as a primary point of contact for clients, • Handle policy changes, endorsements, billing inquiries, and coverage questions, • Assist clients throughout the policy lifecycle with professionalism and responsiveness, • Deliver an exceptional client experience that drives retention and referrals Retain & Grow Accounts, • Conduct proactive policy reviews, • Identify coverage gaps and opportunities for account development, • Maintain strong retention while expanding client relationships, • Develop referral opportunities from existing clients and professional partners Build Professional Relationships, • Strengthen existing relationships with referral partners and community professionals, • Develop new business relationships that support agency growth, • Represent the agency with professionalism and integrity throughout the community What We're Looking For Required, • Active New York Property & Casualty (P&C) License, • Ability to manage personal and commercial insurance accounts, • Strong communication and relationship-building skills, • Professional, organized, and detail-oriented work habits, • A genuine desire to help clients protect their assets and achieve peace of mind Preferred, • Prior experience in personal and/or commercial insurance sales and service, • Existing business development or networking experience, • Life & Health License (or willingness to obtain) Most importantly, we're looking for someone who understands insurance, values relationships, takes ownership of their work, and wants to contribute to a growing organization where their efforts make a meaningful impact. Why Join Paradigm Insurance Agency? Established Opportunities, • Existing referral relationships generating ongoing opportunities, • Strong connections within the real estate, mortgage, and business communities, • Proven systems and processes already in place Support & Resources, • Administrative and operational support, • Established workflows and infrastructure, • Collaborative team environment, • Leadership that is invested in your success Growth Potential, • Competitive base salary plus uncapped commission opportunities, • Ongoing earning potential through account growth and retention, • Professional development and advancement opportunities, • Leadership potential as the agency continues to expand This is more than just an insurance sales position. It's an opportunity to build a rewarding career with an agency that is actively investing in growth and committed to helping its team members succeed. Compensation Includes: • Competitive base salary, • Uncapped commission opportunities, • Ongoing renewal income opportunities, • Additional earning potential based on performance and growth Benefits:, • 401(k), • Health Insurance, • Paid Time Off, • Paid Holidays, • Professional Development Opportunities Work Location Full-Time | In Person | Rochester, NY Ready to Apply?If you're a licensed insurance professional who enjoys helping people, building relationships, and growing alongside a fast-growing independent agency, we'd love to hear from you.Please send your resume and a brief introduction outlining your experience!

Position Overview Nesco Resource is seeking a dynamic and driven Technical Recruiter to join our team. In this role, you will play a critical part in connecting top-tier talent with rewarding career opportunities across high-demand sectors, including Engineering, IT, and Accounting & Finance. Operating in a collaborative hybrid work environment, you will manage the full-cycle recruitment process—from sourcing and screening to interviewing and placement—while building lasting relationships with both candidates and internal stakeholders. Key Responsibilities • Full-Cycle Recruitment: Source, screen, interview, and evaluate candidates for a wide range of specialized positions within Engineering, IT, and Accounting & Finance., • Talent Sourcing: Utilize advanced sourcing techniques, job boards, professional networking platforms, and our internal database (JobDiva) to identify active and passive candidates., • Candidate Relationship Management: Guide candidates through the interview and onboarding processes, ensuring an exceptional candidate experience and strong talent retention., • Client & Team Collaboration: Partner closely with internal account managers and business development teams to understand client hiring needs, technical requirements, and company cultures., • Data Integrity & Compliance: Maintain accurate and up-to-date records within internal systems, including tracking assignments, candidate pipelines, and compliance documentation. Qualifications & Skills • Experience: Proven experience in full-cycle recruiting, preferably within a staffing agency environment or focusing on technical/professional verticals (Engineering, IT, or Finance)., • Industry Knowledge: Familiarity with technical terminology, skill sets, and market trends across Engineering, IT, and Accounting & Finance industries., • Communication: Exceptional verbal and written communication skills with a strong ability to build rapport and negotiate effectively., • Organization: Highly organized with the ability to manage multiple open roles, prioritize tasks, and meet performance targets in a fast-paced environment., • Tech-Savvy: Proficiency with Applicant Tracking Systems (ATS)—such as JobDiva—and modern sourcing tools. What We Offer • Hybrid Schedule: Flexibility to balance remote work and in-office collaboration., • Comprehensive Benefits: Access to competitive healthcare, wellness programs, and total rewards packages., • Growth & Culture: A people-first culture that recognizes achievements, provides continuous learning and development opportunities, and supports professional advancement within Nesco Nation.

The Company Our client, a locally owned public accounting firm in Rochester NY, is looking to add a Tax Manager to their growing team. This position is a great career opportunity for an experienced accounting professional. The firm is comprised of dedicated accountants who understand the importance of building strong, lasting relationships with their clients. They believe that by truly getting to know what’s important, they can offer their clients accounting guidance that aligns with both immediate needs and future goals. The Opportunity As a privately owned firm, they focus solely on providing expert accounting solutions — from meticulous tax planning and preparation to insightful business consulting and financial reporting. The experienced team brings deep knowledge and a commitment to excellence in each client relationship. They are dedicated to three underlying principles: professionalism, responsiveness, and quality. The main responsibilities of the role include the following: • Review tax returns and the work of the accounting staff, ensuring accuracy, compliance, and completeness & provide feedback to staff, • Business entity and complex personal tax return preparation, • Manage workloads and delegate tax work to staff. Monitor tax deadlines to ensure preparedness, • Perform assessments and offer solutions to clients, • Oversee various project-based work, • Conduct research and planning then make recommendations to partners and clients, • Identify and recommend new business opportunities for the firm, • Business development and managing client relationships, • Provide assistance to partners on project-based work, • Act as a resource for interns and tax staff & establish good working relationships with all staff members Requirements The successful candidate will possess the following: • Bachelor's degree in accounting, • Minimum of 5 years’ experience in the accounting field, • CPA designation, preferred, • Knowledge of CCH Axcess and Quickbooks Online software, preferred, • Strong knowledge of federal and state regulations, • Strong computer skills including Microsoft 365 and the ability to assimilate new programs, • Strong work ethic and team player, • High degree of professionalism and the ability to deal sensitively with confidential material, • Strong interpersonal communication skills including verbal and written, • Desire to develop and build client relationships, providing a positive client experience as well as to foster the overall growth of the firm At this time, the good faith estimate of the annual base salary range for this position is $80,000 to $125,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience and skill level. If you are interested in learning more about this role, please apply with your resume to annette@straussgroup.com

Role: Senior Landscape Designer / Sales Professional We are seeking an experienced Senior Landscape Designer / Sales Professional to join a high-end landscape design/build team. This is a client-facing role that combines creative landscape design, consultative sales, and relationship development. The ideal candidate is someone who can take a project from the initial client conversation through design, proposal, and sale while building strong relationships with homeowners and industry partners. Responsibilities • Meet with homeowners to understand their vision, needs, and budget, • Develop high-end landscape designs and concepts for residential outdoor spaces, • Design and sell projects ranging from approximately $20,000 to $750,000+, • Sell a variety of landscape and outdoor living projects, including:, • Outdoor living spaces, • Pool decks and pool surroundings, • Patios and walkways, • Retaining walls, • Hardscape and softscape, • Landscape lighting, • Plantings and gardens, • Prepare proposals, presentations, and project designs, • Manage the sales process from initial consultation through signed contract, • Generate business through existing relationships, referrals, and networking, • Develop relationships with complementary businesses, including pool companies, architects, builders, and other industry professionals, • Work closely with production and design teams to ensure projects are properly communicated and positioned for successful installation, • Achieve annual sales goals in the $1M–$2M+ range Qualifications • Proven experience in landscape design and sales, • Strong design skills with the ability to independently develop compelling residential landscape concepts, • Proficiency with relevant landscape design software, • Experience selling high-end residential landscape or outdoor living projects, • Strong communication, presentation, and relationship-building skills, • Ability to confidently sell and close projects, • Comfortable generating business through both warm leads and networking, • Strong understanding of landscape construction, hardscape, softscape, and outdoor living, • Self-motivated, creative, organized, and results-oriented Compensation & Benefits • $90,000+ base salary plus commission, with total earning potential of approximately $140,000–$225,000+, • Commission structure tied to revenue generated

Wealth Advisor Rochester, NY JK Executive Strategies is partnering with a respected independent wealth management firm affiliated with Raymond James Financial Services to recruit a Wealth Advisor. The firm combines the personalized service and entrepreneurial culture of an independent practice with the resources, technology, and investment platform of one of the industry's leading financial services organizations. The Wealth Advisor helps clients make informed financial decisions through comprehensive wealth management and personalized financial planning. Working alongside experienced advisors, this individual will begin with an established client base, have opportunities to take on additional client relationships, and continue building their practice through client referrals, professional centers of influence, and community involvement. This is an excellent opportunity for an advisor who enjoys building lasting client relationships, values collaboration, and wants to grow within an established, planning-focused practice. Responsibilities • Obtain and maintain the appropriate securities licenses required for assigned responsibilities, and monitor licensing and registration requirements for all advisors., • Develop proficiency in the firm’s investment research and trading platforms, and trade and rebalance client portfolios in accordance with approved investment strategies., • Communicate with clients regarding investment and allocation changes, provide relevant updates, and respond to investment-related questions as appropriate., • Facilitate money movement requests, including deposits and withdrawals, raising cash, transferring funds between accounts, and journaling assets, while following firm procedures and authorization requirements., • Serve as the primary advisor for an established client base while taking on additional client relationships and growing your practice through client referrals, professional centers of influence, and community involvement., • Build trusted, long-term client relationships through proactive communication and exceptional service., • Develop integrated financial strategies that address investment management, retirement planning, tax planning, estate planning, insurance, and legacy planning., • Conduct annual and ongoing client reviews to ensure recommendations remain aligned with clients' goals and changing circumstances., • Coordinate planning recommendations with CPAs, attorneys, and other trusted professionals when appropriate., • Collaborate with fellow advisors, financial planners, and the Client Service Team to deliver a seamless client experience., • Participate in the firm's Investment Committee and contribute to investment strategy and planning discussions., • Maintain all required licenses and registrations while ensuring compliance with FINRA, SEC, Raymond James, and firm policies. Requirements • Bachelor’s degree in business, Finance, Economics, or a related field., • FINRA Series 7 and Series 66 (or equivalent) licenses required., • Three or more years of experience in wealth management, financial planning, or advising client relationships., • CFP® designation preferred or active pursuit of CFP® certification., • Strong knowledge of comprehensive financial planning, investment management, and retirement planning., • Experience with financial planning software, CRM systems, and Microsoft Office., • Excellent communication, relationship management, organizational, and problem-solving skills. Salary Range • $70-$100k JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

Job DescriptionDescriptionA Taste of Who We Are: Backed by a tireless commitment to high quality, innovative culinary offerings and unparalleled client and guest services, Continental consistently ranks among the top contract dining and refreshment providers in the nation according to Food Management Magazine, the industry’s source for food service news and trends. Our MissionDelight our guest. Every meal. Every day. Our Core Values Exceptional – We recruit and retain phenomenal people who consistently go the extra mile to deliver results that lead the industry. Hospitality – We are tirelessly committed to providing the highest quality food, beverages, and service by anticipating our guests' needs so they can count on memorable experiences every time. Collaboration – We prioritize working together with a shared vision and effective & transparent communication, we unite as one team to achieve remarkable experiences. Responsibility – we hold ourselves accountable to be there for our team and clients, to deliver what we say we will, when we say we will and check in on progress along the way. Innovation – We are forward-thinkers always looking for new processes, technologies, and techniques to increase efficiencies and scalability to improve our services. The Experience You’ll Create: • Business Development: Generate new business through networking, social media, cold calling, internet resources, targeting specific competitor clients, and actively following through with leads. Research, identify opportunities and network within the field. Understand account profitability and how decisions made with each client to impact our business. Determine the best offering for the client after assessing their needs., • Sales: Meet or exceed sales objectives while delivering outstanding and comprehensive service to clients throughout the sales process. Understand client pain objectives and create solutions that will help them to achieve their goals., • Client Transition Support: Maintain strong internal relationships and communication prior to and during the sales process to ensure seamless transition of those clients to the operations team post-sale. Document all pertinent information from clients and relay to necessary individuals. Facilitate the implementation of select services by partnering with Construction Management, Marketing, Business Development Analytics, and Operations to develop a comprehensive offering., • Administrative Responsibilities: Compliance in utilizing our SOP processes to include maintaining an accurate pipeline via CRM (Salesforce) and SmartSheets. Leveraging sales tools including the LinkedIn platform and ZoomInfo to build new leads and opportunities. Schedule and participate in interactive meetings with support departments to achieve results., • Continuous Improvement: Be a catalyst for continuous improvement. Identify opportunities and ensure that current tools and resources are used effectively. Leverage relationships and expand capabilities to respond to ever changing market demands. Evaluate programs and initiatives. Consult with business leaders; soliciting feedback, evaluating needs, and applying solutions. Respect company policies and procedures while executing core responsibilities and introducing new solutions. Ingredients for Thriving: • Bachelor’s degree preferred in sales, business marketing or similar., • Work experience in the refreshments or contract management industry preferred, preferably with one of the Top 50 Food Service Management organizations or coffee, vending, food and beverage or related industries., • 3-5 years of sales experience required, hospitality and/or foodservice strongly preferred. Must have experience hunting new business., • Results oriented and flexible; takes action as soon as need arises and can demonstrate positive results; steadily follows through on tasks; able to find a balance between the business requirements and meeting client requests; absorbs new information quickly and translates key points into positive outcomes., • Has a passion for sales and good at visualizing how to meet customer needs and package the offerings that best meet their requirements. Demonstrated ability to engage and sell proactively, gaining buy-in, respect, trust, and accountability to achieve goals., • High energy level; has demonstrated resilience, endurance and persistence throughout career., • Can-do attitude; stays positive, even in the face of adversity; sets right tone for others. Collaborative in work style with others both inside and outside organization; respectful of what others can contribute., • Places high importance on building and maintaining trust; has a long-range perspective with relationship development. Believes in and routinely practices direct and honest communication by actively sharing information openly with clients. Seeks collaborative resolution of issues and others’ points of view., • Personal values align with the company’s values and culture., • Strong proficiency with electronic communication, Microsoft Office Suite, and related systems used in the industry.Location: This role will be remote based with frequent travel required with the assigned territory, which spans between Rochester, NY and Syracuse, NY. Applicants must live within reasonable distance of the assigned territory. Savor the Benefits:We offer a range of benefits for eligibles team members, including: • Health Coverage – Medical, Dental and Vision, • Voluntary Life/AD&D, Short-Term and Long-Term Disability, Critical Illness, Parental Leave, • 401(k) with company match, • Paid Time Off, • Paid Parental Leave, • Wellness Programs, • Referral Bonus Program, • Additional PerksTo see a summary of current benefits, please visit https://www.continentalserves.com/work-at-continental/#benefits. #LI-KR1

Job Description Position: Community Brand Ambassador / B2B Outreach Specialist Type: Part-Time (approx. 20 hours/week, flexible scheduling between 9:00 AM – 5:00 PM) Compensation: Competitive base hourly rate + performance bonuses (negotiable based on experience) About the Role Are you an outgoing, friendly professional who enjoys meeting new people and building local connections? Our established print shop is looking for an enthusiastic Brand Ambassador to represent our team in the local business community. This is not a high-pressure sales pitch. Our outreach is relationship-first and service-oriented. Your goal is simply to be the welcoming face of our business: visiting local organizations, introducing our services, and dropping off useful marketing materials and custom print samples (like branded notepads). Key Responsibilities • Identify and visit local businesses and organizations to introduce our print solutions., • Deliver print samples, promotional notepads, and introductory marketing materials., • Build positive, lasting first impressions that open doors for future partnerships., • Maintain a simple log of business visits and prospective client contact details. Schedule & Flexibility • ~20 hours per week, Monday through Friday., • Flexible scheduling: choose hours that fit your lifestyle within the standard 9:00 AM – 5:00 PM workday. What We’re Looking For • Warm, approachable interpersonal skills with a polished, professional demeanor., • Reliable, self-motivated approach to planning local visits independently., • Prior customer-facing experience (retail, hospitality, customer service, or field outreach) is a plus, but not required., • No printing industry background needed—we will teach you everything you need to know about our products and capabilities. What We Offer • A supportive, low-stress team culture., • Predictable daytime hours with genuine schedule flexibility., • Competitive compensation with generous bonus opportunities., • Employee discounts on print services.\nCompany Description When it comes to business communications services, we can do it all. With a complete range of products and services at your disposal, we can help you get your message out to customers, employees and vendors alike. Using the latest printing and document management technology, we handle your projects from start to finish. Our energetic and experienced staff is dedicated to delivering what you need, when you need it. When it comes to business communications services, we can do it all. With a complete range of products and services at your disposal, we can help you get your message out to customers, employees and vendors alike.\r\n\r\nUsing the latest printing and document management technology, we handle your projects from start to finish. Our energetic and experienced staff is dedicated to delivering what you need, when you need it.

Job Description Are you driven to grow, lead, and make a meaningful impact? At Apex, we're building more than a consulting and engineering firm—we're creating a place where your career accelerates, your contributions matter, and your potential is fully realized. We believe your growth is our growth, which is why we invest in your development at every stage of your career. Here, you'll work on projects that shape communities, protect the environment, and create lasting impact, all while being empowered with the autonomy and flexibility to do your best work. Fueled by high-quality delivery, exceptional client retention, and strategic acquisitions, Apex Companies continues to rank among the fastest-growing firms in the AEC industry, recently recognized by the Zweig Group for our industry-leading growth. Our success is grounded in strong leadership, a collaborative culture, and a shared commitment to delivering exceptional outcomes. As we continue to expand, we're looking for high-performing professionals who are ready to lead, collaborate, innovate, and create impact. At Apex, you help shape what's next. When we succeed together, we share in that success. All Apex positions are eligible for annual bonus opportunities, reinforcing our commitment to recognizing and rewarding meaningful contributions that drive our collective growth. This role is eligible for a minimum $20,000 sign-on bonus, in accordance with the Company's sign-on bonus program and applicable terms and conditions. Apex is expanding its Infrastructure Practice and seeking a senior leader to build and grow our infrastructure (water, wastewater, stormwater, transportation, civil engineering) business in Upstate New York. This is a strategic growth role for a senior, client-facing professional with a strong municipal network and an active book of business. The successful candidate will lead business development and project delivery for municipal infrastructure projects in their local geography, supported by Apex's national resources and multidisciplinary teams. The role begins as remote with the opportunity to establish and lead a new office in your target market. If you are an entrepreneurial leader with a track record of building markets, winning work, and delivering impactful infrastructure projects, we invite you to join Apex and help shape the next chapter of our Infrastructure growth. Key Responsibilities: Market Growth & Leadership • Lead the growth of Apex's infrastructure services within your designated local market., • Develop and execute a strategic plan to expand relationships with municipal, utility, and public-sector clients., • Leverage existing client relationships and your market insight to establish Apex as a trusted regional partner., • Collaborate with Divisional and Regional Leadership to align local efforts with Apex's broader infrastructure strategy. Client Development & Relationship Management • Serve as a trusted advisor to municipal and utility clients, understanding their infrastructure priorities and funding mechanisms., • Identify and pursue new project opportunities, lead proposal development, and manage interview and negotiation processes., • Drive cross-selling of Apex's complementary environmental, construction, and compliance services., • Represent Apex at professional associations, technical committees, and industry conferences. Project Delivery & Fiscal Oversight • Oversee delivery of municipal infrastructure projects including water and wastewater treatment, distribution/collection systems, stormwater management, transportation or civil engineering., • Ensure technical excellence, quality control, and adherence to scope, schedule, and budget., • Provide technical leadership, mentoring, and QA/QC oversight to project teams., • Manage project performance, including backlog, utilization, and profitability metrics. Team Building & Mentorship • Recruit, mentor, and develop engineers, project managers, and technical staff to grow Apex's local presence., • Foster a collaborative, high-performance culture focused on client satisfaction and technical excellence. What we're looking for: • BS or MS Degree in Civil or Environmental Engineering or relevant engineering discipline, • 15+ years of experience in municipal infrastructure, • Registered Professional Engineer preferred in NY, • Demonstrated success in developing new markets, securing key municipal clients, and achieving financial growth targets, • Strong record of mentoring, team development, and leading cross-discipline project teams, • Demonstrated ability to work effectively with clients in a forward-thinking manner to drive growth and sustained performance through effective leadership, • Excellent written and verbal communication skills, • Desire to manage and mentor all levels of staff #LI-JS1 Why you'll love working for us: • Company-subsidized medical and dental., • Company-paid life, short, and long-term disability., • 401k match, tuition assistance, and more., • Cross-training and the ability to work on a variety of projects., • Performance-based bonuses or other incentives., • Working with the best and brightest in the industry., • 2,000+ employee national firm with 70+ locations across the US. Apex Job Title: Principal Engineer Req ID:12111 Annual Expected Pay Range $195,000—$220,000 USD We believe in equality for all and celebrate the diversity and differences of our employees, customers, and communities. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Apex aims to make apexcos.com accessible to all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, please contact Talent@apexcos.com or (301) 417-0200. Likewise, feel free to reach out to us if you would like to view or discuss Apex policy related to equal employment opportunity or have any related concerns. EO/AA/VEV/Disabled Employer TO ALL RECRUITMENT AGENCIES: Apex Companies does not accept unsolicited agency resumes. Please do not forward resumes for any of our job postings to our career's sites, or to any employees of Apex Companies or affiliates. Apex Companies is not responsible for any fees related to unsolicited resumes.

Job Description ProNexus, LLC is seeking Accounting Managers to join our Firm. Joining ProNexus offers the opportunity to work with diverse clients and tackle challenging projects that will expand your skills and expertise in the field of accounting and finance. Enjoy the freedom and flexibility to choose your engagements, manage your workload and control your work life balance. If you are a motivated and dedicated professional looking for a rewarding career opportunity, we encourage you to apply and become part of our team. Attributes of our consultants include: commitment to unparalleled client service, adept at navigating complex and dynamic scenarios, possessing strong communication acumen, and proficient in problem-solving, execution, and knowledge transfer. Skilled in multitasking to efficiently meet diverse demands of our clients. About the Role ProNexus is looking for seasoned accounting professionals who will provide specialized expertise and guidance to our clients. This role involves overseeing accounting operations, managing financial reporting processes, and implementing best practices to ensure compliance and efficiency. Accounting Managers collaborate with management teams to optimize accounting processes, strengthen internal controls, and support strategic decision-making. Key Responsibilities: • Financial Reporting and Analysis, • Supervise the preparation and analysis of financial statements, including balance sheets, income statements, and cash flow statements., • Conduct variance analysis, trend analysis, and other financial assessments to provide insights to management., • Ensure accuracy, completeness, and compliance with accounting standards and regulatory requirements., • Accounting Operations Management, • Oversee day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll functions., • Manage month-end and year-end closing processes, ensuring timely and accurate completion of financial reporting activities., • Implement and maintain accounting policies, procedures, and controls to safeguard assets and maintain financial integrity., • Budgeting and Forecasting, • Coordinate the development and management of budgets, forecasts, and financial plans in collaboration with management teams., • Monitor budget performance, analyze variances, and recommend corrective actions to achieve financial targets., • Provide financial projections and scenario analysis to support strategic planning and decision-making., • Internal Controls and Compliance, • Establish and enforce internal control procedures to ensure the integrity of financial data and compliance with regulatory requirements., • Conduct periodic reviews and audits to assess compliance with accounting policies, procedures, and standards., • Identify opportunities for process improvements and enhancements to strengthen internal controls., • Process Improvement and Optimization, • Evaluate existing accounting processes, systems, and workflows to identify inefficiencies and areas for improvement., • Develop and implement initiatives to streamline processes, automate manual tasks, and enhance efficiency., • Provide training and guidance to accounting staff to ensure adherence to best practices and standards., • Stakeholder Communication and Relationship Management, • Communicate financial results, analysis, and recommendations effectively to executive management and stakeholders., • Collaborate with cross-functional teams to address issues, support decision-making, and achieve organizational goals., • Build and maintain strong relationships with clients, providing responsive high-quality service. Qualifications: • Bachelor’s degree in Accounting, Finance, Business Administration, or related field., • Master’s degree or CPA preferred., • Minimum 5+ years* of experience in accounting and financial management roles, with progressive responsibility. *Please note that ProNexus welcomes anyone to apply, including those that have 25+ years of experience and are willing to be hands on to perform the scope of work required by a client. • Thorough knowledge of accounting principles, financial reporting standards, and regulatory requirements., • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and make informed decisions., • Proficiency in accounting software and financial systems (ERP systems, Excel) with experience in system implementations preferred., • Excellent communication, interpersonal, and leadership skills, with the ability to collaborate effectively with diverse stakeholders., • Proven ability to work independently, manage multiple priorities, and deliver high-quality results within deadlines., • Experience in a customer service or client facing role, public accounting, consulting, and/or advisory roles is advantageous. About ProNexus ProNexus is a professional services firm that delivers business solutions and consulting services to help companies manage and execute their finance, accounting, and IT projects and initiatives. At ProNexus, our consultants and project professionals have an average of 7-20 plus years of experience and they bring a higher degree of competency, quality, and productivity at a more competitive value than other traditional consulting and Big 4 firms. ProNexus is an equal opportunity employer and values diversity in the workplace. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description As an Software Development Architect, you’ll design and lead development of cloud-native applications on AWS — from microservices and serverless APIs to large-scale modernization initiatives. One engagement you may be architecting containerized backend systems with ECS and Kubernetes, the next you’re leading a legacy application transformation using Lambda, EventBridge, and modern CI/CD pipelines. You’ll work directly with clients to guide technical strategy, mentor engineering teams, and deliver scalable applications across a variety of industries and use cases. What You’ll Do • Design scalable, secure, and maintainable cloud-native applications that meet client requirements, • Create and maintain application architecture documentation and design patterns, • Develop standardized frameworks and templates for application development projects, • Lead technical discovery workshops and architecture review sessions with clients, • Provide hands-on development leadership for complex application development projects, • Conduct code reviews and ensure adherence to coding standards and best practices, • Serve as the primary technical consultant for application development engagements, • Conduct application assessments and provide modernization roadmaps, • Present technical solutions and recommendations to client stakeholders, • Collaborate with sales and solutions teams on scoping application development projects, • Mentor junior and mid-level developers on modern application development practices, • Contribute to internal knowledge base and development standards documentation, • Ensure projects are delivered on time, within budget, and meet quality standards, • Collaborate with project managers to provide accurate effort estimates and technical guidance, • Participate in project retrospectives and contribute to process improvement initiatives, • Maintain billable utilization targets while delivering high-quality technical solutions Required Skills • Minimum of 7+ years of experience in application development, with at least 4 years in senior or lead architect roles, • AWS Solutions Architect Professional certification or ability to obtain within 6 months, • Demonstrated expertise in backend development using modern languages such as Python, Java, Node.js, or Go, • Strong experience with cloud-native application patterns including microservices, serverless, and container-based architectures, • Hands-on experience with AWS application services including Lambda, ECS/EKS, API Gateway, EventBridge, and Step Functions, • Proficiency with modern application frameworks and libraries (Spring Boot, Django, Express.js, FastAPI, etc.), • Experience with database design and optimization for both relational and NoSQL databases in cloud environments, • Strong understanding of DevOps practices, CI/CD pipelines, and Infrastructure as Code, • Experience leading application modernization projects from legacy systems to cloud-native architectures, • Demonstrated ability to mentor junior developers and provide technical guidance Preferred • Passion for modern application development and cloud-native architectures, • Strong technical leadership skills with the ability to guide architectural decisions and mentor development teams, • Deep understanding of backend development frameworks, microservices architectures, and API design patterns, • Experience with containerization, orchestration, and cloud-native development patterns, • Strong customer relationship management skills with the ability to translate complex technical concepts to business stakeholders, • Proactive approach to identifying technical debt and modernization opportunities, • Ability to balance hands-on development with architectural oversight and mentoring, • Experience working in agile development environments with CI/CD practices, • Natural proclivity for staying current with emerging application development technologies and best practices, • AWS Developer Professional certification, • Full-stack development experience including front-end frameworks (React, Angular, Vue.js), event-driven architectures, and messaging systems (SQS, SNS, Kafka), • Operational expertise with Infrastructure as Code (Terraform, AWS CDK, CloudFormation), monitoring/observability tools (CloudWatch, X-Ray, Prometheus, Grafana), and performance optimization strategies, • Knowledge of security best practices, secure coding, and compliance frameworks (SOC 2, HIPAA, PCI) for application development, • Background in Agile/Scrum methodologies and previous consulting or professional services experience The salary range provided is a general guideline. When extending an offer, Innovative considers factors including, but not limited to, the responsibilities of the specific role, market conditions, geographic location, as well as the candidate’s professional experience, key skills, and education/training. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview The Implementation Consultant II serves as a strategic partner for clients with moderately complex client needs. You’ll lead consultative discovery sessions to design customized system configurations that drive efficiency and maximize value. With a focus on accurate data conversion and seamless client onboarding, you'll balance legacy data, validate configurations, and provide proactive support throughout implementation. This role requires strong analytical thinking, client relationship skills, and a proven ability to manage multiple priorities in a dynamic environment. Primary Responsibilities The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process for moderately complex clients. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation., • Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback., • Assist moderately complex clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software., • Collaborate with clients to gather and analyze their business requirements related to the specific HCM function (e.g., payroll, HR, time, and labor)., • Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities., • Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations., • Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary., • Provide advice and guidance to assist clients on incorporating HCM best practices, process improvements, and change management strategies. Education and Experience • 2+ years of Customer Service or Customer interfacing role, • 2+ years of HCM implementation experience preferred, • Highschool Diploma required; bachelor’s degree preferred or equivalent experience., • Knowledge of Paylocity products and process is preferred., • Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process., • Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs: Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis., • Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations., • Project Management: Ability to independently prioritize tasks and projects based on importance and urgency to ensure timely and efficient completion. Maintain a high-level of organization and attention to detail through the implementation process to meet client deadlines and achieve successful outcomes. Physical requirements • Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day., • Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position is $54,000 - $77,100/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.

Job Description Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview The Implementation Consultant II serves as a strategic partner for clients with moderately complex client needs. You’ll lead consultative discovery sessions to design customized system configurations that drive efficiency and maximize value. With a focus on accurate data conversion and seamless client onboarding, you'll balance legacy data, validate configurations, and provideproactive support throughout implementation. This role requires strong analytical thinking, client relationship skills, and a proven ability to manage multiple priorities in a dynamic environment. Location: Rochester, NY Primary Responsibilities The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process for moderately complex clients. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation., • Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback., • Assist moderately complex clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software., • Collaborate with clients to gather and analyze their business requirements related to the specific HCM function (e.g., payroll, HR, time, and labor)., • Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities., • Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations., • Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary., • Provide advice and guidance to assist clients on incorporating HCM best practices, process improvements, and change management strategies. Education and Experience • 3+ years of Customer Service or Customer interfacing role, • 3+ years’ experience in HCM consultation or benefits / payroll / HR, • A bachelor’s degree is preferred; however, candidates with at least two (2) years of HCM implementation experience, or a minimum of three (3) years of HCM/Payroll experience, will also be considered., • Knowledge of Paylocity products and process is preferred., • Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process., • Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs: Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis., • Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations., • Project Management: Ability to independently prioritize tasks and projects based on importance and urgency to ensure timely and efficient completion. Maintain a high-level of organization and attention to detail through the implementation process to meet client deadlines and achieve successful outcomes. Physical requirements • Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day., • Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal opportunity employer: Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position is $54,000 -$77,100/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.

Job DescriptionDirector of Retirement Plan Business DevelopmentLocation: Rochester, NY; onsite Salary: $105,000 to $130,000 base, plus commission (on-target earnings $170,000 to $200,000) Employment Type: Full Time Travel: Regional travel across the Buffalo-to-Albany corridor for prospect and client meetings as needed; mileage reimbursed. Not a heavy-travel role. Relay Recruiting is proud to partner with an established, local wealth management firm in Rochester, NY, seeking a Director of Retirement Plan Business Development to build the first dedicated new-business engine for its growing 401(k) advisory practice. The Opportunity This is a full-cycle, hunter-first business development role built for someone who wants to own new business from the very first conversation. You'll build your own target list, open the door with CFOs, CEOs, business owners, and HR leaders across the Buffalo-to-Albany corridor, and lead the sales process through a signed plan. Once a plan comes on board, you'll stay through the custodian conversion and employee rollout, then hand the relationship to a servicing advisor and head back out to hunt. This is not a licensed seat, no investment advice, no advisor-of-record responsibilities, which means the door is wide open to strong B2B sellers from payroll, benefits brokerage, PEO, HCM, or commercial banking, not just people who already sell retirement plans. What makes this role different is the upside. Most 401(k) sales roles cap out at a base-plus-bonus structure that resets every year. This one builds: you earn an ongoing trail on every plan you source, starting in year two, so your income compounds as your book grows, without anyone raising your quota to get there. You'll also be the first person to ever own this function full time here. The target list, the outreach cadence, and the CRM process are still being built, and you'll have real input in shaping how they work going forward. Leadership is collaborative and hands-off day to day, favors autonomy over micromanagement, and invests seriously in its people through coaching, continuing education, and conferences. There's a mission underneath the numbers, too. This practice gives business owners and their employees access to professional, objective retirement advice that most people never otherwise get, delivered through one-on-one enrollments for every new hire and in-person education rather than a passive paperwork-and-login experience. You'll be selling something the firm is genuinely proud of, backed by an independently certified fiduciary standard that few firms in the market can claim. About the Company The firm offers full-service wealth management, including financial planning, retirement planning, estate planning, tax planning, and Medicare insurance solutions, alongside a dedicated and growing 401(k) advisory practice built around three pillars: fiduciary protection at the trustee level, HR-level plan support, and employee-level education and engagement. The firm is independently certified for fiduciary excellence and serves as a co-fiduciary on the plans it manages, taking on liability that most advisors won't. It manages plans ranging from solo practices to large corporate sponsors across professional services, manufacturing, nonprofit, and healthcare, and is known for high-touch employee engagement, including one-on-one enrollments, in-person education, and on-site events, rather than a passive paperwork-and-login approach. Team culture centers on ownership and a genuine “figure-it-out” mentality. Leadership invests heavily in its people through continuing education, sales coaching, conferences, and professional development, and is genuinely open to new ideas, tools, and resources that help the team be more effective. The team works out of a single Rochester office, with the flexibility this role naturally requires for time in the field and gathers periodically for team trips and events. Key Responsibilities · Build and execute a personal business plan and outbound prospecting strategy targeting CFOs, CEOs, business owners, and HR leaders to win new 401(k) plan relationships. · Develop and manage a full sales pipeline from first conversation through signed plan, tracking activity and progress in the firm's CRM. · Source opportunities through a mix of proactive outreach, networking, referrals, and centers of influence, opening both cold and warm conversations with prospective plan sponsors. · Present the firm's fiduciary protection, plan design, and employee-engagement value proposition to decision-makers, positioning it against competing providers and advisors. · Manage a long, consultative sales cycle, staying engaged with prospects over months without losing momentum or discipline. · Partner with the firm's marketing lead on outreach strategy, campaigns, and client-facing collateral and events. · Coordinate with the fiduciary, HR support, and education and enrollment specialists to ensure a smooth handoff once a plan signs, staying engaged through custodian conversion and employee rollout before returning to new business development. · Help shape and refine the sales process itself, including the target list, outreach cadence, and CRM workflows, as the first person to own this function full time. · Track and report pipeline activity and progress toward annual new-plan revenue targets. · Stay current on retirement plan trends, competitive offerings, and prospects' business needs to sharpen outreach and positioning. What We're Looking For · 5 to 10 years of B2B sales experience with a demonstrated record of prospecting, opening new doors, and closing new business, not primarily managing existing or inbound relationships. · Comfortable with a long, unpredictable sales cycle where activity and results don't always track together in the short term. · Self-directed, with the ability to build and run a personal pipeline and process without close day-to-day sales management. · Strong at opening conversations with CFOs, CEOs, business owners, and HR leaders. · A track record of growth, promotion, or increasing responsibility over the course of your career. · Bachelor's degree preferred; a strong, demonstrated sales record can outweigh the degree requirement. · Comfortable operating in a non-licensed, non-advisory capacity, building relationships and opening doors rather than giving investment advice or serving as advisor of record. Bonus Points If You Have: · A background in payroll, benefits brokerage, PEO, HCM, or commercial banking. · Experience selling through networking, referrals, and centers of influence rather than cold outreach alone. · Experience managing a pipeline through a CRM. Compensation and Benefits Base salary $105,000 to $130,000, on-target earnings: $170,000 to $200,000, growing beyond that as your trail builds year over year. Medical, dental and vision. FSA and HSA options available. EZAccessMed for you, your spouse, and children – no copay, no deductible. Life insurance. 401K plan, generous PTO, EAP. Equal Opportunity Relay Recruiting is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under applicable law.

Job Description Join Toshiba America Business Solutions as an Inside Sales Representative, Rochester, NY You’ll work to secure sales of products, services, solutions, and supplies, to businesses and industrial establishments via telephone, mail and email, relationship development and closing activities. Build strategic relationships with TBS sales organization to secure new clients and grow Toshiba revenue within existing relationships. Participate in team selling activities to strengthen Toshiba’s value to clients. Provide guidance to local market leadership on inside sales best practices and opportunities to leverage the expanded portfolio of Inside Sales. If you enjoy building relationships with existing clients and developing new businesses, and creating opportunities for your customers and yourself, Toshiba offers the tools, support, and uncapped earning potential to help you succeed. What You'll Do • Contact current and prospective to quote, sell, up-sell, and cross sell Toshiba products, services, solutions and supplies via inside sales., • Meet objectives as set by management including the responsibility of contacting assigned customer base on a regular basis to understand customer needs and maintain customer relationship. Handle complaints and questions from customers as necessary., • Participate in team selling activities to strengthen Toshiba’s value to clients. Provide guidance to local market leadership on inside sales best practices and opportunities to leverage the expanded portfolio of Inside Sales., • Process orders, generate returns, drop shipments, and UPS tracking accurately, completely, and promptly. Ensure appropriate signatures are acquired as needed to ensure a “Complete” order., • Perform other related duties as assigned. What You’ll Bring • High School Diploma or GED, • A minimum of three years of inside sales, prospecting by phone and customer service/support experience., • Solid knowledge of Excel and Microsoft Word. Earn Well • $50,000 first year earning potential, hourly range $16.83-$17.30, plus ucommission. Training • Comprehensive onboarding and industry-leading sales training, • Ongoing training and professional development Benefits • Medical, dental, and vision coverage, • 401(k) plan with match and company provided life insurance, • Employee Assistance Programs, pre-tax spending accounts, pet insurance, and employee discounts, • Generous paid holidays, vacation & sick/personal business/volunteer days, • Opportunities for career growth within a global technology organization About Us Toshiba America Business Solutions is a leader in digital technology, delivering innovative print, document management, and workflow solutions that help organizations across a wide range of industries. At Toshiba, you’ll have opportunities to expand your expertise, gain exposure to multiple areas of the business, and build a rewarding career with a trusted global organization. Learn More The content below is exclusively available on our careers site job description: https://careers.business.toshiba.com/ Join Our Talent Community Our Commitment to Sustainability News Archive Solutions & Services Our Office Products e‑BRIDGE® Global Print Toshiba Office Collection Virtual Demonstration (YouTube) Client Testimonials (YouTube Playlist) Toshiba America Business Solutions is an equal opportunity/affirmative action employer that evaluates qualified applicants without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military or veteran status, national origin, race, sex, gender, gender identity, gender expression and sexual orientation or any other protected factor. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Individuals who need a reasonable accommodation because of a disability for any part of the employment process should email AccommodationRequest@tabs.toshiba.com to request an accommodation. Toshiba America Business Solutions, a leader in digital technology, is seeking an Inside Supply Sales Representative, in Rochester, NY . Toshiba is an industry leader in equipment, digital displays, document security, and software solutions that keep businesses running brilliantly and efficiently. Our people bring innovative, real-world solutions for our client's print management needs; we help cut costs, secure documents, and reduce the environmental footprint. We are a growing, dynamic organization that has a need for someone to contribute their professional best. Responsibilities: • Contact current and prospective to quote, sell, up-sell, and cross-sell supplies., • Meet objectives as set by management including the responsibility of contacting the assigned customer base on a regular basis to understand customer needs and maintain customer relationships., • Handle complaints and questions from customers as necessary., • Process orders, generate returns, drop shipments, and UPS tracking accurately completely, and promptly., • Ensure appropriate signatures are acquired as needed to ensure a “Complete” order., • Perform required documentation, updates, and corrections as required. May be required to liaison with internal departments as it pertains to assigned accounts., • Contact customers when orders will not ship due to inventory levels., • Perform account troubleshooting and ensure the prospect list is complete and accurate., • Check and respond to voice mail in a timely fashion., • Generate sales reports as required and ensure the sales database is updated accordingly., • Stay current on new machines, products, and updates. May participate in special projects requiring outbound sales input. Qualifications: • High School Diploma or equivalent., • 3+ years of experience in a combination of inside sales, telemarketing, and customer service/support experience., • Ability to work in fast-paced environment with changing priorities., • Must have demonstrated experience with maintaining account relationships., • Ability to influence /persuade and comfortable with cold calling and working to meet established call objectives., • Must have strong communication skills with the ability to speak articulately and professionally on the phone to prospective and current customers., • TABS is currently accepting proof of vaccination status on a voluntary basis during the onboarding process. Toshiba America Business Solutions, Inc. offers a competitive salary and generous benefits package including the following: • Group health coverage (medical, dental, & vision), • Employee Assistance Programs, • Pre-tax spending accounts, • Pet Insurance, • 401(k) plan, • Company provided life insurance, • Employee discounts, • Generous paid holiday schedule, paid vacation & sick/personal business/volunteer days Toshiba America Business Solutions is an equal opportunity/affirmative action employer that evaluates qualified applicants without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military or veteran status, national origin, race, sex, gender, gender identity, gender expression and sexual orientation or any other protected factor. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Individuals who need a reasonable accommodation because of a disability for any part of the employment process should email Accommodation Request@tabs.toshiba.com to request an accommodation.

Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environment Qualities We Value • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not required Qualifications • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North America Responsibilities • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job DescriptionDescription: Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. As part of the Sales & Marketing team, you’ll help us solve challenges and succeed as you grow and understand the unique needs of our clients and tailor easy-to-use solutions to deliver the performance they need. With a position in Sales & Marketing, you’ll strengthen our relationships with clients, anticipate their needs, and think outside the box to unlock new possibilities. This role follows a hybrid schedule, requiring three days (Tue/Wed/Thu) in the office at our Rochester, NY location and two days (Mon/Fri) remote per week. The in-office days are subject to business needs. Candidates must be able to commute to the office as required. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary. Position Overview: The Client Account Executive is responsible for generating additional revenue through the client base. In this role, you will be developing business relationships with each client and identifying their business objectives to correctly align the appropriate Paylocity solutions to meet their business needs. Primary Responsibilities: The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • This role works on a hybrid schedule (Tues - Thur in our Rochester office), • Possess a complete understanding of Paylocity’s products, services, sales tools, and processes., • Prospect and qualify current clients for Paylocity’s HCM solutions., • Using sales and negotiation skills, present Paylocity products and services that meet clients’ needs, conduct product demonstrations via webinar, prepare and present proposals, and provide appropriate follow-up throughout the sales process., • Handle objections and collaborate with Sales Managers to determine strategic sales approaches., • Close ancillary business to meet or exceed assigned monthly and yearly sales quotas while maintaining or exceeding minimum sales activity standards., • Develop and maintain a robust sales pipeline to ensure consistent achievement of revenue targets., • Set appropriate client expectations., • Maintain customer relationship management (CRM) database., • Other duties as assigned. Education and Experience: • 1+ years of B2B full sales cycle experience (preferred), • High School diploma, GED or equivalent, • Self-driven, ambitious professional with the desire to consistently meet and exceed assigned quotas., • Ability to persuade and negotiate., • Strong active listening skills to be able to uncover client needs and objectives., • Strong written and oral communications skills to effectively present Paylocity., • Strong customer service skills., • Ability to establish priorities and work independently., • Proficiency with the internet and MS Office applications such as Word, Excel and PowerPoint. Physical Requirements: • Ability to remain in a stationary position for extended periods of time., • Ability to move around the office and interact with colleagues as needed., • Ability to operate standard office equipment, including computers, phones, printers, and copiers., • Ability to communicate effectively in person, via phone, and email., • Ability to lift and carry up to 5 pounds as needed (e.g., moving office supplies or small packages)., • Ability to bend, reach, or stoop as needed to access file cabinets, office equipment, or other resources., • Ability to maintain focus and attention to detail for extended periods., • Ability to work at a desk or workstation for extended periods of time, including using a computer or writing. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position $55,000 - $65,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for our variable commission plan and offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers. Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants and applicable data protection laws. Requirements:

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

Job Description The Recovery Representative supports active clients with past due balances, billing concerns, and account issues that may be impacting payment. The role requires strong customer service, communication, problem-solving, and sound judgment to help resolve outstanding balances while supporting the ongoing client relationship. Representatives work in a fast-paced environment and manage a mix of client calls, account research, written communication, and follow-up activity. Because each situation can be different, the role requires the ability to evaluate information, make thoughtful decisions, and adapt to changing priorities while balancing client needs with business and financial considerations. Call volume varies throughout the year, with approximately 20–30 inbound calls per day during slower periods and 50–80 during peak season. Qualifications: • High School diploma and a minimum of 3 years of experience in customer service, finance, accounting, or payroll required., • Strong organization, communication, problem-solving, and decision-making skills required., • Must be comfortable communicating directly with clients, handling difficult or sensitive conversations, and evaluating situations that may require judgment rather than a strictly defined response., • Ability to work effectively in a fast-paced environment, manage multiple priorities, and adapt to changing business needs. Strong interpersonal skills and the ability to work collaboratively with clients and internal teams are important for success in the role., • Microsoft Word, Excel, and Access knowledge is preferred. Key Responsibilities • Develops and maintains knowledge of products and their corresponding systems to accurately make revenue decisions for the company., • Fields and resolves billing and service concerns from clients and external partners, • Works with active clients to understand the circumstances surrounding past due balances, including billing concerns, service issues, and financial challenges., • Balances strong customer service and collection effectiveness to mitigate risk and financial exposure while supporting revenue recovery and client retention., • Negotiates solutions with clients, including payment arrangements and other appropriate resolutions within established guidelines., • Handles client disputes with the support of available resources, working past due receivables to recover as much revenue as possible using established standards and guidelines, • Partners with internal service and sales teams when needed to research and resolve client billing or service concerns that may be impacting payment., • Researches and analyzes customer accounts and individual client circumstances to support problem solving, sound decision-making, and appropriate resolution., • Exercises judgment in situations that may not have a single prescribed solution, balancing client needs with business and financial considerations., • Maintains daily inbound and outbound phone call requirements to meet forecasted call volumes and department standards., • Communicates with clients through phone and written communication and completes related account follow-up and administrative work., • Handles daily payroll holds to ensure timely client contact when past due balances are present for customers processing payroll., • Navigates multiple systems, products, and account information to research issues and determine appropriate next steps., • Adapts to changing priorities, processes, products, and business needs in a fast-paced environment., • Adheres to department policies and procedures., • Participates in ongoing training to enhance product knowledge, systems knowledge, and job-related skills., • Contributes to a collaborative, professional, and positive team environment.

Elevate LLC | Partner Firm Opportunity Location: Rochester, New York (On-Site) Schedule: Full-Time, Monday–Friday, 9:00 AM–5:00 PM (40 hours per week) Target Start Date: January 1, 2027 Salary: $40,000+ (depending on expertise and experience) About Elevate Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture. A partner firm of Elevate located in Rochester, New York is seeking a highly organized and professional Administrative Assistant to support daily office operations and serve as the first point of contact for clients. This role is essential to providing exceptional client service, maintaining an efficient and welcoming office environment, and supporting the firm's Partners and Staff throughout the year, including during the busy tax season. The ideal candidate enjoys working in a fast-paced professional environment, communicates effectively, manages competing priorities with care, and takes pride in delivering a positive client experience. Key Responsibilities Client Reception & Service • Greet and assist clients visiting the office in a professional and welcoming manner., • Monitor the front reception desk and serve as the primary point of contact for in-person visitors., • Answer incoming phone calls and respond to basic client inquiries by phone or email., • Direct client requests to the appropriate Partner or team member. Administrative Support • Schedule client appointments and internal meetings for Partners., • Manage incoming and outgoing correspondence, including email, fax, USPS, FedEx, courier services, and other deliveries., • Provide general administrative support and assist with special projects as needed. Billing & Payment Processing • Work within the firm's billing portal to process client payments accurately and securely, including payments received in person, by mail, or through approved electronic payment methods., • Record payments promptly and provide receipts or payment confirmations to clients as needed via email., • Assist with Accounts Receivable collection efforts by contacting clients via phone and email regarding outstanding balances and past due invoices., • Maintain a professional and courteous approach during collection calls and document client communications, payment commitments, and follow-up dates., • Respond to basic client questions regarding invoices, payment status, and balances due, and provide assistance on how to make payments electronically via the online billing portal., • Research routine billing questions and coordinate more complex invoice, adjustment, credit, or account questions with the Firm Administrator or Partner., • Monitor and respond to billing-related emails, phone messages, and client requests to support timely resolution, escalating issues to the Firm Administrator or Partner as needed., • Prepare and submit client billing form submissions on behalf of Partners and Directors as instructed, including creating draft invoices and sending them to clients. Document Management • Receive client information and source documents delivered in person or by mail., • Scan, organize, and route documents to create and maintain electronic client files., • Handle confidential client and firm information with discretion. Tax Return & Client Deliverable Support • Assist with assembling, processing, and distributing individual and business tax returns., • Support the preparation and delivery of other client deliverables., • Coordinate client pickups and deliveries, particularly during peak tax season., • Assist with new client onboarding, including drafting engagement letters, sending tax organizers, and requesting prior year tax documents. Office Operations • Maintain office inventory and place kitchen and office supply orders as needed., • Keep conference rooms, reception areas, common areas, and the kitchen organized and presentable., • Perform light shared-office upkeep, including loading or emptying the dishwasher and resetting client-facing spaces., • Coordinate routine office and vendor needs as directed. Other Responsibilities • Support administrative, operational, and client service initiatives across other Elevate platform firms as needed and if capacity allows., • Provide cross-functional support for special projects, firm integrations, and shared platform initiatives., • Assist with back-office, client-facing, and administrative activities to help maintain consistent service levels across the Elevate platform., • Collaborate with team members across multiple offices and business units to support firm operations and strategic priorities. Qualifications • High school diploma or equivalent required; Associate degree preferred., • Two or more years of administrative, receptionist, customer service, or office support experience preferred., • Experience in a public accounting firm, law firm, financial services firm, or other professional services environment is a plus., • Proficiency with Microsoft Outlook, Word, Excel, and standard office technology., • Strong customer service, interpersonal, written, and verbal communication skills., • Excellent organization, accuracy, attention to detail, and follow-through on assignments., • Ability to manage multiple priorities and remain composed during high-volume periods., • Ability to handle confidential information with discretion and professionalism., • Ability to work on-site Monday–Friday, 9:00 AM–5:00 PM, with additional hours during peak periods (January–April and August–October) as needed. Compensation & Benefits Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: • Medical, Dental, and Vision plans, • 401(k) plan, • Generous Paid Time Off (PTO), • Paid Firm Holidays, • Discretionary Performance Bonus Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

Tax Director Rochester, NY JK Executive Strategies is proud to partner with a well-established, growing organization who is seeking a talented tax professional to step into a highly visible Tax Director role and help lead the continued evolution of its tax function. This is an exceptional opportunity for a Tax Manager or Senior Tax Manager ready to take the next step in their career, particularly someone looking to transition from public accounting into a role offering greater autonomy, broader leadership responsibility, and the opportunity to directly influence the growth and direction of a tax practice. The Tax Director will combine hands-on technical expertise with leadership and strategic responsibility. In addition to overseeing complex tax matters and proactive planning, this individual will have the opportunity to shape how the tax function operates and grows—enhancing processes, developing talent, introducing new capabilities and technology, and helping define the future client service model. For the right individual, this is more than a traditional tax position. It is an opportunity to move beyond managing engagements and deadlines and into a role with true ownership, visibility, and influence. What Makes This Opportunity Different • A genuine step into leadership. Take on Director-level responsibility with the opportunity to influence strategy, operations, people, and growth., • Greater ownership and autonomy. Help shape the tax function rather than simply inherit an established way of doing things., • Broader client impact. Move beyond compliance work and play a meaningful role in proactive tax planning and sophisticated financial advisory matters., • Direct organizational impact. Work collaboratively with senior professionals and have a voice in decisions affecting the continued development of the tax offering., • Opportunity to build. Improve processes, leverage technology, develop talent, and help determine how the function scales. A compelling alternative to the traditional public accounting path. Apply the technical expertise and leadership skills developed in public accounting in an entrepreneurial environment with broader responsibility and influence. Responsibilities • Lead and continue to develop the organization's tax function, including service standards, processes, technology, workflow, and quality-control practices., • Provide proactive tax planning, advisory services, and strategic guidance on complex individual and business tax matters., • Oversee the preparation and review of federal, state, and local tax filings, including individual, trust, partnership, and S corporation returns (Forms 1040, 1041, 1065, 1120S, and related filings)., • Serve as a senior technical resource on complex tax matters and provide practical guidance to internal professionals and clients., • Represent clients and serve as an authorized agent, when appropriate, in matters involving federal, state, and local taxing authorities., • Maintain strong quality-control standards, including review of complex and high-impact returns., • Evaluate and enhance tax workflow management, planning calendars, documentation standards, and risk-management practices to support continued growth., • Analyze client tax positions and financial information to identify planning opportunities and provide forward-looking recommendations., • Research advanced and emerging tax matters and translate technical findings into clear, actionable guidance., • Develop, supervise, and mentor tax professionals while establishing high standards for technical quality, efficiency, accountability, and client service., • Identify opportunities to improve operational efficiency, technology utilization, and service delivery., • Lead strategic initiatives related to the continued evolution of the tax function, including technology implementations, service enhancements, and client education initiatives., • Collaborate with professionals across the organization to provide coordinated solutions for complex client needs. Qualifications • Bachelor's degree required; degree in Accounting, Finance, Taxation, or a related discipline preferred., • Active CPA or Enrolled Agent (EA) credential required., • 5+ years of progressive tax experience, ideally within public accounting or a sophisticated tax advisory environment., • Strong technical expertise in individual, business, trust, and estate taxation., • Comprehensive knowledge of applicable federal, state, and local tax laws and regulations., • Experience reviewing complex tax returns and providing tax planning and advisory guidance., • Demonstrated leadership potential, including experience supervising, mentoring, developing, or reviewing the work of other tax professionals., • Experience improving workflows, processes, technology, or service delivery within a tax environment., • Ability to manage complex tax matters while balancing multiple priorities and deadline-driven workflows., • Strong analytical judgment, intellectual curiosity, and problem-solving skills., • Excellent client communication and relationship-management capabilities, including the ability to translate complex tax concepts into practical recommendations., • Collaborative, self-directed, and comfortable operating with increasing levels of autonomy and accountability., • Entrepreneurial mindset and an interest in helping build and shape a growing tax function. Prior Director-level experience is not required. We are equally interested in accomplished Tax Managers and Senior Tax Managers who have demonstrated the technical expertise, leadership ability, and initiative to take the next step in their careers. Salary Range $145,000–$165,000 base salary, plus variable compensation Compensation will be commensurate with experience and qualifications. JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.

Commercial Property Manager | Industrial/Office Campus Our client is seeking an experienced Commercial Property Manager to oversee a large, diverse commercial portfolio consisting of industrial, office, manufacturing, research, and warehouse space. This is a high-visibility opportunity for a hands-on property management professional who can take ownership of day-to-day operations while bringing strong financial and reporting expertise to the role. The portfolio encompasses several million square feet of commercial space, offering a mix of property types and operational challenges. The ideal candidate will have a strong background managing industrial properties, ideally combined with office experience, and the ability to effectively manage both the physical asset and its financial performance. Responsibilities • Oversee the day-to-day management and operations of a large industrial and office portfolio., • Maintain strong relationships with tenants, vendors, contractors, and other stakeholders., • Coordinate and oversee building maintenance, repairs, capital projects, and preventative maintenance programs., • Manage property budgets, operating expenses, and annual forecasting., • Prepare and review financial reports, operating statements, and variance reports., • Monitor property performance and identify opportunities to improve operational efficiency and financial results., • Oversee vendor contracts, service agreements, insurance requirements, and compliance matters., • Conduct regular property inspections and ensure buildings are maintained to a high standard., • Respond to tenant concerns and ensure issues are addressed promptly and professionally., • Coordinate with ownership and internal teams regarding property performance, capital needs, and strategic initiatives., • Assist with lease administration, including lease compliance, tenant obligations, and operating expense recoveries., • Manage and prioritize multiple projects and competing responsibilities across a large and diverse portfolio. Qualifications • 5+ years of commercial property management experience., • Strong experience managing industrial properties, with office experience strongly preferred., • Demonstrated experience managing large or complex commercial properties., • Strong financial acumen with hands-on experience preparing and analyzing property financial reports., • Experience with budgeting, forecasting, expense management, and variance analysis., • Strong organizational and time-management skills with the ability to manage multiple priorities., • Excellent communication and relationship-management skills., • A proactive, solutions-oriented approach and the ability to operate independently., • Strong attention to detail and a high level of accountability. Salary: $150,000 - $175,000 plus bonus, medical/dental/vision, and 401(k) with company match. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: nlipari@adviceny.com If this particular role isn’t the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm

Title: Customer Service Representative (Recovery) Duration: 6-12 months Contract to Hiire Location: Hybrid in Rochester, NY 14625 (Tues - Thurs Onsite, Mon and Fri Remote) Payrate: $24.00 - $25.00 per hr on W2 Job Description The Recovery Representative supports active Paychex clients with past due balances, billing concerns, and account issues that may be impacting payment. The role requires strong customer service, communication, problem-solving, and sound judgment to help resolve outstanding balances while supporting the ongoing client relationship. Representatives work in a fast-paced environment and manage a mix of client calls, account research, written communication, and follow-up activity. Because each situation can be different, the role requires the ability to evaluate information, make thoughtful decisions, and adapt to changing priorities while balancing client needs with business and financial considerations. Call volume varies throughout the year, with approximately 20–30 inbound calls per day during slower periods and 50–80 during peak season. Qualifications: • High School diploma and a minimum of 3 years of experience in customer service, finance, accounting, or payroll required., • Strong organization, communication, problem-solving, and decision-making skills required., • Must be comfortable communicating directly with clients, handling difficult or sensitive conversations, and evaluating situations that may require judgment rather than a strictly defined response., • Ability to work effectively in a fast-paced environment, manage multiple priorities, and adapt to changing business needs. Strong interpersonal skills and the ability to work collaboratively with clients and internal teams are important for success in the role., • Microsoft Word, Excel, and Access knowledge is preferred. Key Responsibilities • Develops and maintains knowledge of Paychex products and their corresponding systems to accurately make revenue decisions for the company., • Fields and resolves billing and service concerns from clients and external partners., • Works with active clients to understand the circumstances surrounding past due balances, including billing concerns, service issues, and financial challenges., • Balances strong customer service and collection effectiveness to mitigate risk and financial exposure to Paychex while supporting revenue recovery and client retention., • Negotiates solutions with clients, including payment arrangements and other appropriate resolutions within established guidelines., • Handles client disputes with the support of available resources, working past due receivables to recover as much revenue as possible using established standards and guidelines, • Partners with internal service and sales teams when needed to research and resolve client billing or service concerns that may be impacting payment., • Researches and analyzes customer accounts and individual client circumstances to support problem solving, sound decision-making, and appropriate resolution., • Exercises judgment in situations that may not have a single prescribed solution, balancing client needs with business and financial considerations., • Maintains daily inbound and outbound phone call requirements to meet forecasted call volumes and department standards., • Communicates with clients through phone and written communication and completes related account follow-up and administrative work., • Handles daily payroll holds to ensure timely client contact when past due balances are present for customers processing payroll., • Navigates multiple systems, products, and account information to research issues and determine appropriate next steps., • Adapts to changing priorities, processes, products, and business needs in a fast paced environment., • Adheres to department policies and procedures., • Participates in ongoing training to enhance product knowledge, systems Top 3 Skills 1. Strong client-facing communication skills and comfort handling difficult or sensitive conversations, 2. Sound judgment, problem-solving, and the ability to operate effectively in situations that are not always black and white, 3. Ability to work efficiently, multitask, and adapt in a fast-paced, high-volume environment Ideal Candidate: Professional, positive, self-motivated, adaptable, and team-oriented. Strong work ethic, emotional intelligence, and the ability to communicate effectively with both clients and coworkers are important. Candidates should be comfortable making decisions, taking ownership of their work, and adjusting quickly as priorities or client situations change. Preferred Background: Customer service, banking, finance, sales, retail, hospitality, call center, or other client-facing experience can translate well. Prior collections experience is not required. Candidates with collections backgrounds may be considered, but should demonstrate a strong customer-service approach rather than an overly aggressive collections style. Additional Candidate Considerations: Recent graduates and early-career candidates are welcome to be considered. The team is open to a broad range of experience levels and is willing to train candidates who demonstrate strong communication, professionalism, judgment, work ethic, and willingness to learn. Job stability is also considered, so please provide context for short term roles or frequent job changes when applicable. Team Environment: Collaborative, team-oriented environment with a strong emphasis on communication, adaptability, accountability, and positive attitude. The team operates in a performance-driven environment and values candidates who can work independently while also contributing positively to the broader group.

Recovery Representative Job Description The Recovery Representative supports active clients with past due balances, billing concerns, and account issues that may be impacting payment. The role requires strong customer service, communication, problem-solving, and sound judgment to help resolve outstanding balances while supporting the ongoing client relationship. Representatives work in a fast-paced environment and manage a mix of client calls, account research, written communication, and follow-up activity. Because each situation can be different, the role requires the ability to evaluate information, make thoughtful decisions, and adapt to changing priorities while balancing client needs with business and financial considerations. Call volume varies throughout the year, with approximately 20–30 inbound calls per day during slower periods and 50–80 during peak season. Qualifications: • High School diploma and a minimum of 3 years of experience in customer service, finance, accounting, or payroll required., • Strong organization, communication, problem-solving, and decision-making skills required., • Must be comfortable communicating directly with clients, handling difficult or sensitive conversations, and evaluating situations that may require judgment rather than a strictly defined response., • Ability to work effectively in a fast-paced environment, manage multiple priorities, and adapt to changing business needs. Strong interpersonal skills and the ability to work collaboratively with clients and internal teams are important for success in the role., • Microsoft Word, Excel, and Access knowledge is preferred.

Elevate LLC | Partner Firm Opportunity \n Location: Rochester, NY / Walnut Creek, California (Onsite) \n \n About Elevate \n Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture. \n \n A partner firm of Elevate with offices in Rochester, NY and Walnut Creek, California is seeking an experienced Tax Director with a focus on individual and business entity returns. This role will work alongside the firm's Tax Partners to lead and grow the practice within Elevate's broader national platform. This is a high-impact leadership role offering the opportunity to shape the future of the firm's tax strategy, client service, and team development. The ideal candidate has a generalist tax background and is comfortable with tax consulting work in addition to compliance. \n \n Key Responsibilities \n\n • Lead and expand the individual and pass-through tax practice, with responsibility for growth, client service, and team leadership.\n, • Deliver high-quality tax advisory and compliance services to high-net-worth individuals, family offices, founders, executives, and pass-through entities (partnerships, S-Corps, LLCs).\n, • Review complex individual returns (Form 1040), including equity compensation (RSUs, ISOs, NSOs), multi-state filings, and K-1 reporting for founders and investors.\n, • Oversee preparation and review of pass-through entity returns (Forms 1065/1120S), partner/shareholder allocations, and capital account maintenance.\n, • Advise clients in construction, real estate, professional services, and closely held businesses on complex tax planning, entity structuring, and transaction-related matters.\n, • Respond to client inquiries on compliance matters including individual income tax, pass-through entity tax, state residency/nexus issues, and equity compensation tax treatment.\n, • Conduct intermediate to advanced tax and accounting research on individual and pass-through issues, including §199A, self-rental rules, and qualified small business stock (QSBS) planning.\n, • Develop budgets and pricing, select staff, assign workloads, and prepare management reports.\n, • Drive practice growth through expansion of services to existing clients and proactive business development within the firm's core markets, including construction, real estate, professional services, and high-net-worth individuals.\n, • Serve as a trusted advisor to individuals and closely held businesses on complex tax issues, wealth transfer, and exit planning.\n, • Collaborate with Elevate's leadership team and shared services to leverage technology, innovation, and best practices across the platform.\n\n \n Qualifications \n\n • Active CPA license required.\n, • 10+ years of progressive experience in individual and pass-through entity taxation, ideally with a Big 4, large national, or regional firm.\n, • Demonstrated expertise in pass-through entity compliance (1065/1120S) and complex individual returns for high-net-worth clients.\n, • Experience serving construction, real estate, professional services, closely held businesses, and high-net-worth clients strongly preferred.\n, • Strong client relationship skills and reputation for delivering exceptional service to entrepreneurs, founders, and high-net-worth individuals.\n\n \n Work Environment & Hybrid Opportunity \n This position is primarily in-office, allowing you to work closely with our team, build strong relationships, and receive the hands-on support and training you need to be successful. We value collaboration and believe that being together in the office is especially important as you learn our technical processes and become familiar with the role. \n As you establish yourself in the position and demonstrate a strong track record of reliability, performance, productivity, and the ability to work independently, there may be an opportunity to transition to a consistent hybrid work schedule. We're happy to offer flexibility when it works well for both the employee and the needs of the firm. \n \n Compensation & Benefits \n Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: \n \n\n • Medical, Dental, and Vision plans\n, • 401(k) plan\n, • Generous Paid Time Off (PTO)\n, • Paid Firm Holidays\n, • Discretionary Performance Bonus\n\n Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. \n \n Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. \n

Job DescriptionDescription: We are Hiring! Catholic Charities Family and Community Services (CCFCS) has been serving our community for over 100 years. We walk with people when they are at their most vulnerable as they journey toward independence to reach their full human potential. We proudly serve and employ people from all backgrounds and experiences. If you're looking for more than just a job, if you're passionate about making a meaningful impact on the lives of others, join a team that changes lives every day. Be a part of something truly special. Employment Type: Full-time Schedule: Sunday-Wednesday Salary: Starting from $21.00 - $21.50/hr. Top Benefits and Perks: • Competitive salary and 403b retirement plan, • Generous time off package and work-life balance, • Comprehensive benefits package, • Supportive and collaborative environment, • Opportunities for growth and development, • Intrinsic reward of truly making a difference in people's lives. Qualifications Education: High School Diploma or Equivalent preferred Credentials: Possesses a valid NY State Driver’s License and a Driver’s record considered acceptable by the agency and insurance carrier. AMAP Certification required Experience: At least one year of practical experience working with individuals with developmental disabilities preferred. About the role: Provide support and instruction in activities necessary to promote and maintain independence and self- determination for individuals with intellectual/developmental disabilities receiving services living in a Catholic Charities Family and Community Services residential setting. Effectively supports ongoing and collaborative communication amongst all program staff and is responsible for ensuring a trauma informed care environment. Key Responsibilities • Provide person centered support to all individuals served recognizing the individual’s need for teaching and preferred style for learning and at a level at which he or she can perform., • Provide direct personal assistance in instances when an individual requires “hands on” supports., • Assist individuals in supporting his/her own health and wellness needs., • Schedule and accompany individuals to all necessary medical appointments as directed and document all pertinent information as required., • Assist individuals in meal preparation, menu planning, and food shopping., • Engage in effective communication with individuals., • Provide immediate response to and report all incidents, first aid treatments, medical emergencies, or other crisis according to policy and procedures., • Assist individuals with fiscal management while safeguarding their funds. This may include completing ledgers, reconciling accounts and supporting individuals with spending choices., • Assist individuals with maintaining a clean, safe, and orderly home by following safety and infection control procedures., • Appropriately communicate all pertinent information during the work shift and from shift to shift to other team members and/or assigned supervisor., • Attend staff meetings., • Promote the emotional, physical, and personal well-being of individuals served., • Provide supervision of staff during shift. Provide training, mentoring, and coaching to staff., • Report training needs opportunities for corrective action for staff to the Residence Manager as appropriate., • Serve to triage questions and concerns from staff before utilizing on-call procedures., • Provide coverage for shifts as needed., • Provide and maintain a clean and safe living environment for all clients., • Ensure appropriate staff-to-client ratio at all times., • Implement individual treatment plans, and ensure all plans are followed by staff with fidelity., • Ensure proper safekeeping of individual’s valuables., • Ensure all documentation by staff is complete by end of shift including:, • All billing in eVero, • Staff assignment sheets, • Documentation of staff A and B in Comm Log, • Behavior tracking, • Daily notes in eVero, • DSP Checklists, • Temperature charts, • Weekly cigarette butt checklist, • Responsible for taking PA funds out of safe for residents and appropriately document., • Report and/or document routine and unusual events including completing daily logs, accident reports, etc. in a concise, understandable, legible and timely manner., • Assist with daily operations of the residence in accordance with regulatory requirements, agency policy, and quality program standards., • Obtains and maintains AMAP certification and administers medication and personal care as prescribed., • Correctly follow procedures for mandated reporting and responding., • Maintain and expand skills and knowledge relevant to providing high quality support and services., • Obtain and maintain all required trainings and apply the information to support people served., • Ensure that people exercise their rights and that rights are not restricted without due process., • Ensure people are treated with dignity and respect., • Provide transportation to individuals and business-related travel whether in personal or agency vehicles, following all safety procedures., • Maintain agency vehicles in a safe, clean and functional condition, reporting any concerns or problems to an immediate supervisor., • Maintain flexibility in work schedule based on needs of individuals assigned including working overtime and/or covering additional shifts on an emergency basis., • Participates in relevant Agency meetings and/or trainings, • Participate in Agency wide committees as appropriate ( and approved by Residence Manager), • Actively pursues development of professional competencies related to job role performance through reading, supervision, in-service training and attendance at conferences and workshops., • Awareness and active support of the Agency's Mission, Vision, Values and Strategic Plan. Including, but not limited to, supporting the Agency's Core Competency initiatives of being Collaborative and Community Focused, Innovative and Entrepreneurial, and Culturally Competent and Diverse, • Other duties as assigned Note: The above description is illustrative of tasks and responsibilities. It is not meant to be all inclusive. Employees are required to follow appropriate supervisory direction and perform other related duties as required. Requirements: Physical Demands/Work Environment: The physical demands/work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk, hear, stand, walk, use hands to type and/or perform lifting up to 25lbs. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. The noise level in the work environment is usually quiet. Compliance: Adheres to all applicable federal and state laws and regulations including, but not limited to, those governing confidentiality, privacy, program, billing, and documentation standards. All duties must be performed in accordance with CCFCS’s corporate compliance & ethics program. Additional Requirements: • Demonstrate a commitment to the Agency Mission, Code of Conduct and Corporate Compliance policies while empowering each person to direct their own life choices., • Demonstrate full adherence to the Direct Support Professional Core Competencies., • Assist individuals supported to achieve personal outcomes and to provide person centered supports., • Possess good verbal, reading, and written communication in English; basic math skills; possession of basic computer skills., • Able and willing to successfully complete and apply training., • Possess communication skills that will effectively establish a collaborative relationship with individuals with intellectual/developmental disabilities., • Able to effectively teach, model and give support to individuals with intellectual/developmental disabilities., • Able to read, write, and interpret written documents., • Able to work a combination of day, evening, overnight and weekend hours, as needed., • Able to remain alert and awake on all shifts., • Able to work cooperatively both independently and as a member of the Residential team., • Able to multi-task and prioritize duties., • Able to travel in all weather conditions throughout the counties served., • Able to maintain absolute confidentiality of all records reviewed including individual’s records, employee records and billing records., • Clear background checks as defined by regulations and policies., • Provide effective, equitable, understandable and respectful quality care and services that are responsive to diverse cultural health beliefs and practices, preferred languages, health literacy and other communication needs., • Able to maintain confidentiality, • Ability to demonstrate behaviors and attitudes which support agency mission, philosophy, and policies., • Willingness and ability to foster agency and program wide cooperation and teamwork through use of positive/constructive communication techniques. ***Catholic Charities Family and Community Services is committed to leveraging the talent of a diverse workforce to create great opportunities for our agency and our people. EOE/AA Disability/Vet

Job Description POSITION: Commercial Lines Account Manager INDUSTRY: Property & Casualty Insurance - Commercial Lines ROLE OVERVIEW Delibert Employment Solutions is partnered with a client seeking a Commercial Lines Account Manager to manage and service business insurance accounts. The role combines client relationship management, policy administration, renewals, risk assessment, retention, cross-selling, and collaboration with carriers and underwriters. KEY RESPONSIBILITIES • Serve as the primary point of contact for commercial clients and policy service needs., • Manage renewals, endorsements, cancellations, documentation, and claims assistance., • Support new business, cross-selling, and proactive renewal retention., • Assess business risk exposures and recommend appropriate coverage., • Work with underwriters to ensure policies meet client needs and underwriting guidelines., • Maintain detailed client, policy, and transaction records and ensure compliance., • Educate business clients on coverage options and relevant industry changes. QUALIFICATIONS • In-depth knowledge of commercial P&C products, including general liability, commercial property, workers' compensation, and business auto., • Appropriate state insurance licensing, such as a Property & Casualty license., • Strong business-client communication, service, problem-solving, and negotiation skills., • Ability to manage multiple commercial accounts, renewals, and deadlines., • Comfort with insurance software, CRM systems, and Microsoft Office., • Previous commercial-insurance experience is highly beneficial. TARGET CANDIDATE BACKGROUNDS Prioritize candidates with direct commercial-lines servicing experience rather than purely personal-lines backgrounds. RELEVANT TITLE VARIATIONS (search beyond exact title; evaluate actual responsibilities, not title alone) Commercial Lines Account Manager, Commercial Account Manager, Commercial Lines CSR, Commercial Insurance Account Executive, Client Service Manager. LICENSING Appropriate state Property & Casualty insurance licensing is expected for this role, plus experience with commercial property, GL, workers' compensation, and/or business auto. Do not assume a candidate holds an active license unless confirmed; flag licensing status for Teresa when unclear rather than assuming. INTERNAL NOTE: Keep sourcing for this requisition completely separate from the Financial Sales Associate and Personal Lines Account Manager job orders. Do not place Commercial Lines candidates into either of the other two jobs.

Job Description We are looking for a dynamic Audit professional with management experience to support our commercial audit practice. We offer tremendous growth and development opportunities to assist with both your personal and professional goals. Are you ready for a new challenge? If you are interested in working in a vibrant firm with stimulating assignments and growth potential, this is an opportunity for you. This would be a Principal/Partner career track opportunity. We are not your typical CPA Firm we truly recognize and value our employees’ balance between work and life. Location: This is a full-time hybrid position in our office located at 300 Clinton Square, Rochester, NY. *For most of our positions at Insero, one can work in the office every day or in a hybrid structure/up to 3 days at home based on workload/office needs. *Our office is located in the heart of downtown Rochester. There is easy access to great restaurants and events, and featured amenities such as collaboration spaces, game room and firm paid for underground parking in a secure garage. We also have comfortable break rooms fully stocked with complimentary drinks and snacks. Responsibilities: · Serving as Manager on audit engagements for commercial financial statement audits and employee benefit plan audits. That includes conducting a review of the work papers prior to Partner review, to ensure that auditors properly carried out the procedures assigned to them; that the programs and conclusions are properly completed; and that the documentation of the audit or review work conforms to Firm standards. · Plans and controls assignments, organize resources, develop people and proactively solves problems and makes timely decisions. · Evaluating all technical steps in order to complete and review work papers with Partners. · Reviewing financial statements, notes, schedules, and management letters as needed. · Reporting test conclusions that impact on the audit plan, i.e., where insufficient assurance is obtained to meet the audit strategy. · Informing the Engagement Partner regarding any audit and accounting difficulties that you may experience with an assignment/task that could affect our scheduled deadline. · Reviewing and evaluating the internal controls and preparing the audit program and time budget. · Conducting a review of the work papers prior to partner review, to ensure that the accountants properly carried out the procedures assigned to them, that the programs and conclusions are properly completed and that the documentation of the audit or review work conforms to Firm standards. · Supporting Partners through maintaining a good working relationship with client personnel and other team members and demonstrating an awareness of the client's business. · Listens to clients, anticipates their needs, adapts to client priorities/agenda, plans accordingly. · Articulates client issues/opportunities to client service team and client; ability to communicate technical issues and conclusions in a non-technical manner. · Dedicates time to coaching Staff/Seniors/Supervisors through on-the-job training. Conducting timely performance appraisals for the accountants assigned to work with you. Requirements Education and Experience Requirements: Minimum of a Bachelor of Science in Accounting and a CPA license is required. MBA/Master’s degree is preferred. Managers normally have a minimum of 6+ years’ experience as an auditor working within public accounting (or equivalent experience as deemed appropriate by the firm). Managers also should possess 3+ years leading/supervising audit engagements. Experience working on audits for clients in the commercial sector (business services, real estate, manufacturing, etc.) is highly preferred. Qualified candidates should also have excellent communication skills, self-confidence, and be self-motivated and capable of working productively in a professional environment. Must be conscientious, detailed-oriented and have excellent organizational skills. Solid knowledge of spreadsheet and database applications is required; experience with financial/accounting software applications is a plus. People Management/Relationships Qualities: ü Treats everyone with respect ü Builds trust and engagement with staff, recognizes contributions, and creates an environment where team members feel supported and comfortable asking questions. ü Successfully adapt to different personalities and working styles ü Regularly coaches, develops, and provides feedback to team members; identifies development opportunities and helps employees build technical and leadership skills. ü Delegates work appropriately based on employee experience, capacity, and development needs; balances workload across the team. ü Communicates clearly with team members, provides context around assignments, and ensures employees understand priorities and expectations. ü Sets clear expectations, establishes accountability, keeps the team aligned, and creates a positive, collaborative engagement environment. ü Hold self-accountable; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Benefits Salary Information: In the spirit of pay transparency, we are excited to share the starting base pay range for an Audit Manager-Senior Manager is $95,000 - $135,000 annually. Please keep in mind that this range is base pay only and does not consider other components that make up the total rewards package for the position such as eligibility to receive bonus incentives. This range is a reasonable estimate of the current salary range for this position. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and/or education and geographic location. It is not typical for a candidate to be hired at or near the top of the range for their role and compensation decisions are dependent on the capabilities and experience of the candidate. Incentives, if any, depend on various factors, including, without limitation, individual and firm performance. Manager Bonus Program: Managers are eligible for an annual bonus based on individual performance and firm profitability. The firm targets a bonus range of 5% of base salary for achieving all goals and up to 10% for exceeding goals. Benefits: We offer competitive salaries, an outstanding paid time off program (5 weeks), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer paid parking, Mgmt. bonus program, a variety of different medical plan options along with opt-out dollars if you do not need medical coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals. At Insero, we’re committed to transforming the employee experience, beyond industry standards to enable you to build your ideal career. Let us show you how life at Insero is different: • We offer excellent advancement opportunities as well as advisor and mentor programs., • We invest heavily in training and technology., • We focus on flexibility, with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remote., • We serve a wide variety of clients and offer many compliance and consulting services, giving our team members opportunities to explore different areas of practice., • There are also many opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion. Firm Overview: Insero is an accounting and business advisory practice serving businesses, nonprofits, governmental entities, and individuals throughout New York state. One of our core values is that we are Passionate about People. We don’t just talk about our values, we live them. That’s why we’ve consistently been recognized as a best place to work! The Insero Way – Our culture is guided by our core values and motivates result-orientated associates. Our values form the foundation of our daily practices. We believe great teams are built on shared values: Be Passionate about People, Deliver Excellence, Grow to New Heights, and Go Further Together. If these speak to you, we encourage you to apply! • Ranked the #4 Best Company to Work For in New York in the Medium Companies category (State, NYS-SHRM and Best Companies Group) 2026. In 2024 & 2025 we ranked #1, ranked #3 in 2023 and again #1 in 2022., • Best Accounting Firms to Work For (National, Accounting Today and Best Companies Group) 2012-2025, • #1 Best Accounting Firm, Reader Rankings (Local, Rochester Business Journal) 2024-2026, consistently ranked since joining in 2018.

Job DescriptionDue to our internal growth and recent acquisitions, our Retirement team is adding a Retirement Account Executive/Team Lead to our Buffalo or Rochester, NY office! This role is responsible for leading, coaching, and supporting Lawley Retirement associates and managing a dedicated book of business of Lawley Retirement clients. The ideal candidate has at least three years of experience in a similar position, leadership experience, and a Series 7 and 66 OR Series 65 license or willingness to obtain within the first 90 days. This position also comes with a full package – great benefits, competitive PTO and holiday schedule, and the opportunity to work a remote/in-office hybrid schedule once fully trained. If you have retirement plan and leadership experience, and the desire to join one of the best places to work in insurance, please consider applying today! These are the fundamental responsibilities of the job: • Lead, coach, and support Lawley Retirement associates reinforcing clear expectations, accountability, collaboration, and consistent service standards., • This position manages a dedicated book of business of Lawley Retirement clients supporting retirement plan design, making recommendations, preparing proposals and facilitating presentations for clients / participants., • Monitors retirement team work flow, service delivery, follow-through, and client experience; identifies trends and implements improvements to efficiency and productivity., • Lead the retirement team’s integration work for mergers and acquisitions, including onboarding acquired associates, clients, workflows, provider relationships, technology, and service practices., • Coordinate with Lawley Retirement Sales team to establish clear handoffs, effectively onboard new clients, and maintain consistent ongoing service support., • Reach and maintain retention goal of 95% or greater., • Serve as an expert and mentor, actively coach and develop team members in retirement topics including but not limited to retirement offerings, clients and systems., • Attend and participate in all leadership programs, workshops and training sessions to build and maintain effective leadership skills; model professionalism and integrity while guiding the team toward shared goals., • Maintains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position. Other functions of the job: • Expand and grow in your role when supporting miscellaneous duties as requested. Skills / traits that we value for this role: • 3 years or more related experience within the retirement plan industry, which would include the following type of experience: retirement plan client relationship management, retirement plan participant education experience, related corporate retirement plan experience or individual investment experience., • Prior leadership experience in the retirement industry preferred., • Bachelor’s Degree preferred., • Industry knowledge required; Life, Accident and Health and SIE (Securities Industry Essentials) preferred., • Series 7 and 66 OR Series 65 required (or willingness to obtain in the first 120 days)., • Computers skills are a must; expertise in Word, Excel, PowerPoint and Outlook required., • Successful completion of all necessary components in Lawley’s leadership development pathway., • Ability to work well independently and on a team., • Incredible attention to detail and organizational skills., • Open to continuing education, college degree preferred., • Positive attitude, even in a fast-paced environment., • A passion to make customers and coworkers feel important and valued. A bit about Lawley! • We are a call center environment., • We achieve success by building genuine relationships together, with our teams and clients., • We are a family owned insurance broker (70+ years!), • We are deeply committed to the communities we serve and love to get involved., • We work hard and play hard!!! Why Lawley? • Competitive salary and referral bonuses!, • Expansive Benefits (Medical, Dental, Vision—and SO many more)., • 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!, • Cell Phone Allowance., • Company 401K contribution received starting Day 1 (for participants 21+ years old)., • Educational support, career development, and growth opportunities., • Job Security (we’ve never had a lay-off, even during the pandemic)., • Flexibility, including hybrid schedules! Business hours 8am-4:30pm., • Comfortable, family-oriented culture, with an emphasis on work life balance., • Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)., • Fulfilling opportunities that align with your career path and our business needs. The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $71,706.08 to $119,510.13.

Job Description *Part-Time, Full-Time, Remote, On-Site, and Hybrid Opportunities Available Diversify and accelerate your work experience, elevate your career marketability, and increase your earnings with ProNexus. Visit our Career Page to learn more about how ProNexus can be a great steppingstone at any stage of your career. ProNexus, LLC is seeking Finance Managers to join our Firm. Joining ProNexus offers the opportunity to work with diverse clients and tackle challenging projects that will expand your skills and expertise in the field of accounting and finance. Enjoy the freedom and flexibility to choose your engagements, manage your workload and control your work life balance. If you are a motivated and dedicated professional looking for a rewarding career opportunity, we encourage you to apply and become part of our team. Attributes of our consultants include: commitment to unparalleled client service, adept at navigating complex and dynamic scenarios, possessing strong communication acumen, and proficient in problem-solving, execution, and knowledge transfer. Skilled in multitasking to efficiently meet diverse demands of our clients. To apply, please submit your resume and cover letter to Sarah Shaffer. If you would like to get a head start to make it through our process we encourage you to complete our Preliminary Questionnaire on our website. We look forward to hearing from you! About the Role ProNexus is looking for Finance Managers to oversee financial activities, manage financial resources, and provide strategic financial guidance to our clients. Reporting to the Director of Finance or Chief Financial Officer (CFO), the Finance Manager plays a crucial role in financial planning, analysis, reporting, and decision-making to support the organization's objectives and ensure financial stability. Key Responsibilities: • Financial Planning and Analysis:, • Lead the development and implementation of financial planning processes, including budgeting, forecasting, and long-term financial planning., • Conduct financial analysis, variance analysis, and performance tracking to assess business performance and identify areas for improvement., • Provide insights and recommendations to senior management based on financial analysis and market trends., • Budgeting and Forecasting:, • Coordinate the annual budgeting process, working closely with department heads and senior management to develop accurate and achievable budgets., • Prepare monthly, quarterly, and annual forecasts based on historical data, market trends, and business drivers., • Monitor actual financial performance against budget and forecast, analyzing variances and providing explanations and recommendations., • Financial Reporting and Compliance:, • Oversee the preparation and analysis of financial reports, including monthly financial statements, management reports, and regulatory filings., • Ensure compliance with regulatory requirements, accounting standards, and internal controls., • Coordinate with auditors and regulatory authorities as needed to support audits and ensure compliance., • Cash Management and Treasury:, • Manage cash flow, liquidity, and working capital to ensure sufficient funds for operations and strategic initiatives., • Develop and implement cash management strategies, including investment strategies, debt management, and financing arrangements., • Monitor banking relationships, credit facilities, and compliance with debt covenants., • Financial Systems and Process Improvement:, • Evaluate and optimize financial systems, processes, and controls to improve efficiency, accuracy, and effectiveness., • Identify opportunities for process improvement, automation, and streamlining within the finance function., • Implement best practices and procedures to ensure the integrity of financial data and enhance financial operations., • Stakeholder Communication and Relationship Management:, • Build and maintain strong relationships with internal stakeholders, including senior management, department heads, and finance team members., • Communicate financial performance, strategies, and risks effectively to stakeholders, providing transparency and clarity., • Collaborate with cross-functional teams, including operations, sales, and marketing, to support business initiatives and achieve financial goals. Qualifications: • Bachelor's degree in Finance, Accounting, Business Administration, or related field (Master's degree or MBA preferred)., • CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) designation preferred., • Minimum 5+ years of experience in finance roles, with demonstrated success in financial planning, analysis, and reporting. please note ProNexus welcomes anyone including those that have 25+ years of experience that is willing to be hands on to perform the scope of the work required., • Strong understanding of financial principles, accounting standards, and regulatory requirements., • Proficiency in financial modeling, budgeting, forecasting, and financial analysis., • Excellent analytical, problem-solving, and decision-making skills., • Exceptional communication, interpersonal, and leadership skills., • Ability to manage multiple priorities and meet deadlines in a fast-paced environment., • Experience with ERP systems and financial software preferred., • Experience in a customer service role / client facing, public accounting, consulting or advisory roles is advantageous. The role of a Finance Manager requires a combination of technical expertise, strategic thinking, leadership capabilities, and effective communication skills to drive financial performance, support business objectives, and ensure financial stability within the organization. About ProNexus ProNexus is a professional services firm that delivers business solutions and consulting services to help companies manage and execute their finance, accounting, and IT projects and initiatives. At ProNexus, our consultants and project professionals have an average of 7-20 plus years of experience and they bring a higher degree of competency, quality, and productivity at a more competitive value than other traditional consulting and Big 4 firms. ProNexus is an equal opportunity employer and values diversity in the workplace. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, age, marital status, veteran status, or disability status. To apply, please submit your resume and cover letter to Sarah Shaffer. If you would like to get a head start to make it through our process we encourage you to complete our Preliminary Questionnaire on our website. We look forward to hearing from you!

Job DescriptionOverview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description As a Security Officer Dispatch Communications in Rochester, NY, you will serve and safeguard clients in a range of industries such as Tech/Media/Telecom, and more. Join a leading team where flexibility meets opportunity. As a Part-Time Security Officer, you can build a schedule that works for you and explore new roles using our Claim a Shift platform. Learn more: aus.com/earnmore. As a Dispatch Officer supporting a dynamic technology, media, and telecommunications location, you will coordinate communications, monitor activity, and dispatch appropriate responses to security-related incidents. You will maintain detailed records, provide exceptional customer service, and help create a welcoming environment for employees and visitors. Join Allied Universal’s agile, reliable team, where caring, teamwork, innovation, and integrity guide every interaction. Position Type: Part Time Pay Rate: $18.54 / Hour Job Schedule: DayTimeFri11:00 PM - 07:00 AMSat11:00 PM - 07:00 AM What You'll Do: • Provide customer service to employees, visitors, vendors, and callers by following site-specific security-related procedures, access protocols, and dispatch policies at a technology, media, and telecommunications location., • Monitor incoming calls, alarms, radio traffic, and electronic systems; dispatch appropriate personnel and/or emergency responders according to established procedures., • Document incidents, service requests, dispatch activity, and critical information accurately in logs and reporting systems., • Respond to incidents and critical situations in a calm, problem-solving manner, communicating updates to appropriate site contacts and Allied Universal leadership., • Conduct regular and random patrols around the business and perimeter, reporting observed security-related concerns; working environments and conditions may vary by client site. Minimum Requirements: • Possess a valid New York State Security Guard License., • Be at least 18 years of age for unarmed roles; 21+ years of age for armed roles., • Possess a high school diploma or equivalent., • As a condition of employment, applicants will be subject to a background investigation in accordance with all federal, state, and local laws., • Allied Universal will consider qualified applications with criminal histories in a manner consistent with applicable laws., • As a condition of employment, applicants will be subject to a drug screen to the extent permitted by law., • Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment., • A valid driver’s license will be required for driving positions only. Why Join Us: • Smart Tools: Access to our exclusive technology to view and claim additional shifts to earn more., • Career Growth: Get paid training and access to career growth opportunities., • Financial Benefits: Participate in our retirement savings plan to invest in your future., • Exclusive Perks: Enjoy discounts on top brands and services through our Perks Program. Licensed by the New York State Department of State Closing Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com. If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices. Requisition ID 2026-1741035

Job Description Audit Manager / Senior Audit Manager | Hybrid Preferred Locations: Rochester, Buffalo, or Syracuse, NY Additional Locations Considered: New York, Pennsylvania, or Ohio, with the ability to travel to Rochester, NY, as needed. Insero Talent Solutions is recruiting for an Audit Manager / Senior Audit Manager on behalf of a leading accounting and advisory firm with a growing Assurance Practice. This opportunity is ideal for an experienced public accounting professional who enjoys leading complex audit engagements, building meaningful client relationships, and developing high-performing teams, while seeking a more balanced and sustainable public accounting environment. With a diverse client portfolio spanning commercial businesses, nonprofit organizations, governmental entities, and employee benefit plans, the firm offers the opportunity to deepen technical expertise, take ownership of engagements, and play a meaningful role in the continued growth of its Assurance Practice. The team is seeking experienced audit professionals who bring strong technical capabilities, leadership experience, and a client-focused approach. Whether your background is primarily in commercial audit, nonprofit, governmental, or employee benefit plans, the firm is interested in individuals who have demonstrated success managing engagements, advising clients, and developing junior professionals. This position offers the opportunity to work closely with Partners and firm leadership, contribute to strategic practice initiatives, and continue advancing professionally within a collaborative environment that values both high-quality client service and work-life balance. Responsibilities: • Manage and oversee audit engagements for clients across commercial, nonprofit, governmental, and employee benefit plan sectors, depending on experience and specialization., • Lead all phases of audit engagements, including planning, risk assessment, fieldwork, financial statement preparation and review, and final reporting., • Review audit workpapers, financial statements, supporting schedules, footnotes, and management letters to ensure accuracy, completeness, and compliance with applicable professional standards., • Evaluate internal controls, identify audit risks, and develop appropriate audit strategies and recommendations to address complex accounting and financial reporting matters., • Serve as a primary client relationship manager, providing proactive communication, technical guidance, and strategic recommendations throughout the engagement process., • Research and resolve complex accounting and auditing issues, collaborating with Partners and other technical resources as needed., • Manage engagement budgets, staffing, scheduling, deadlines, and overall profitability while maintaining high standards of quality and client service., • Lead, mentor, and develop audit professionals, providing ongoing coaching, performance feedback, and opportunities for professional growth., • Collaborate with Partners and firm leadership on client service strategies, engagement efficiencies, and continuous process improvements., • Identify opportunities to expand existing client relationships and support business development initiatives within the Assurance Practice., • Participate in practice management initiatives, including resource planning, staff development, and implementation of audit methodologies and best practices., • For professionals at the Senior Manager level, assume broader responsibility for complex engagements, key client relationships, team leadership, and strategic initiatives supporting the continued growth of the practice. Requirements: • Bachelor's degree in Accounting or a related field required., • Active CPA license strongly preferred; required for candidates whose responsibilities include signing audit reports., • Required Experience, • Audit Manager: 5+ years of progressive public accounting audit experience, including demonstrated engagement management and staff supervision., • Senior Audit Manager: 7–10+ years of progressive public accounting audit experience, including significant responsibility for complex engagements, client relationships, and team leadership., • Experience auditing commercial businesses, nonprofit organizations, governmental entities, or employee benefit plans. Experience across all practice areas is not required., • Strong technical knowledge of generally accepted accounting principles (GAAP), generally accepted auditing standards (GAAS), and applicable financial reporting and auditing requirements., • Experience with governmental auditing standards, Single Audits, or employee benefit plan audits is beneficial, depending on area of specialization., • Demonstrated experience managing multiple audit engagements, overseeing budgets and timelines, and delivering high-quality work within established deadlines., • Proven ability to supervise, mentor, and develop audit staff while fostering a collaborative, high-performing team environment., • Strong analytical, research, and problem-solving skills, including the ability to address complex accounting and audit matters., • Excellent communication and relationship management skills, with the ability to serve as a trusted advisor to clients and collaborate effectively with Partners and firm leadership., • Strong organizational and project management capabilities, with the ability to balance competing priorities and manage multiple client engagements simultaneously., • A proactive, client-focused approach and an interest in contributing to the continued growth and success of the Assurance Practice.